LPLA - LPL Financial Holdings - Stock & Dividends
Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US50212V1008
Investment, Annuities, Mutual Funds, Equities, Insurance, Retirement Plans
LPL Financial Holdings Inc. is a leading provider of integrated brokerage and investment advisory services to independent financial advisors and financial institutions across the United States. Through its platform, the company offers a wide range of investment products and services, including variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement plans, and insurance products.
The company's fee-based platforms provide advisors with access to a diverse range of investment options, including mutual funds, exchange-traded funds, stocks, bonds, and institutional money managers. Additionally, LPL Financial offers no-load multi-manager variable annuities, allowing advisors to create customized investment portfolios for their clients.
In the retirement space, LPL Financial provides commission-and fee-based services that enable advisors to offer comprehensive retirement solutions to plan sponsors. This includes access to money market products, as well as tools and resources to help advisors grow their practices and provide high-quality service to their clients.
Beyond investment products and services, LPL Financial also offers a range of practice management tools and resources, including trust and investment management oversight services, custodial services for estates and families, and insurance brokerage general agency services. The company's technology products, such as proposal generation, investment analytics, and portfolio modeling, help advisors streamline their operations and make informed investment decisions.
With a history dating back to 1989, LPL Financial Holdings Inc. has established itself as a trusted partner for independent financial advisors and financial institutions. Headquartered in San Diego, California, the company has undergone significant growth and transformation, including a name change from LPL Investment Holdings Inc. to LPL Financial Holdings Inc. in 2012. Today, LPL Financial is a leading player in the financial services industry, dedicated to providing innovative solutions and support to its advisor network.
For more information, please visit the company's website at https://www.lpl.com.
Drawdown (Underwater) Chart
Overall Trend and Yearly Seasonality
LPLA Stock Overview
Market Cap in USD | 19,335m |
Sector | Financial Services |
Industry | Capital Markets |
GiC SubIndustry | Investment Banking & Brokerage |
TER | 0.00% |
IPO / Inception | 2010-11-18 |
LPLA Stock Ratings
Growth 5y | 81.6 |
Fundamental | 55.4 |
Dividend | 40.9 |
Rel. Performance vs Sector | -1.79 |
Analysts | 4.00/5 |
Fair Price Momentum | 290.98 USD |
Fair Price DCF | 36.39 USD |
LPLA Dividends
Dividend Yield 12m | 0.45% |
Yield on Cost 5y | 1.54% |
Dividends CAGR 5y | 3.71% |
Payout Consistency | 91.7% |
LPLA Growth Ratios
Growth Correlation 3m | 81.8% |
Growth Correlation 12m | 5% |
Growth Correlation 5y | 92.3% |
CAGR 5y | 27.67% |
CAGR/Mean DD 5y | 2.32 |
Sharpe Ratio 12m | 0.57 |
Alpha vs SP500 12m | -25.95 |
Beta vs SP500 5y weekly | 1.09 |
ValueRay RSI | 97.37 |
Volatility GJR Garch 1y | 26.52% |
Price / SMA 50 | 14.33% |
Price / SMA 200 | 5.83% |
Current Volume | 589.5k |
Average Volume 20d | 811.3k |
External Links for LPLA Stock
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of October 29, 2024, the stock is trading at USD 264.30 with a total of 589,497 shares traded.
Over the past week, the price has changed by +3.10%, over one month by +14.48%, over three months by +22.83% and over the past year by +18.32%.
According to ValueRays Forecast Model, LPLA LPL Financial Holdings will be worth about 319.8 in October 2025. The stock is currently trading at 264.30. This means that the stock has a potential upside of +21%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 279.3 | 5.67 |
Analysts Target Price | 271.2 | 2.60 |
ValueRay Target Price | 319.8 | 21.0 |