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NASDAQFinancial ServicesFinancial - Capital Markets
Latest quote
$359.33
−$1.12 · -0.31%
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.
Previous close
$359.33
−$1.12 · -0.31%
Pre-market
$351.04
−$8.29 · -2.31%
Sep 8, 5:12 AM ET
Regular session · ET · Market data may be delayed.
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.
Day range
Current $359.33
52-week range
Current $359.33
Regular session · ET · Market data may be delayed.
GoAI Score
Buy
Valuation
95
Deep Value
Sentiment
74
Bullish
Risk
35
Moderate Risk
Momentum
51
Neutral
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.
Day range
Current $359.33
52-week range
Current $359.33
Profitability as a percentage of reported revenue.
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 16.99B USD | 12.39B USD | 10.05B USD | 8.6B USD | 7.72B USD |
| Cost of goods sold | 12.64B USD | 9.02B USD | 7B USD | 6.23B USD | 6.01B USD |
| Gross profit | 4.35B USD | 3.37B USD | 3.05B USD | 2.37B USD | 1.71B USD |
| Selling, general, and administrative | 2.48B USD | 1.04B USD | 856.15M USD | 1.16B USD | 621.34M USD |
| Operating expenses | 2.06B USD | 1.7B USD | 1.42B USD | 1.13B USD | 983.57M USD |
| Interest income | 231.62M USD | — | — | — | 28.58M USD |
| Interest expense | 403.41M USD | 274.18M USD | 186.8M USD | 126.23M USD | 104.41M USD |
| Depreciation and amortization | 630.01M USD | 443.76M USD | 354.21M USD | 287.38M USD | 230.69M USD |
| Operating income | 2.28B USD | 1.67B USD | 1.63B USD | 1.24B USD | 730.14M USD |
| Net income | 863.02M USD | 1.06B USD | 1.07B USD | 845.7M USD | 459.87M USD |
Company facts updated Sep 8, 2026.
Recent quarterly results
Recent quarterly results
Third-party consensus; not a GoAI recommendation.
Average target
$404.2
12.49% upsideCash distributions grouped by calendar year; partial years are marked.
$1.20
2025 complete year+20.0% since 2021
2026 partial: $0.90
$1.00
2,021
$1.00
2,022
$1.20
2,023
$1.20
2,024
$1.20
2,025
$0.90
2,026*
* Partial calendar year in the available dividend history.
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
Dividend | Aug 14, 2026 | $0.30Quarterly | Aug 14, 2026 | Aug 28, 2026 |
Dividend | May 21, 2026 | $0.30Quarterly | May 21, 2026 | Jun 4, 2026 |
Dividend | Mar 10, 2026 | $0.30Quarterly | Mar 10, 2026 | Mar 24, 2026 |
Dividend | Nov 13, 2025 | $0.30Quarterly | Nov 13, 2025 | Dec 1, 2025 |
Dividend | Aug 15, 2025 | $0.30Quarterly | Aug 15, 2025 | Aug 29, 2025 |
Dividend | May 30, 2025 | $0.30Quarterly | May 30, 2025 | Jun 12, 2025 |
Ex-dividend Aug 14, 2026
$0.30
Quarterly
Record Aug 14, 2026 · Payment Aug 28, 2026
Ex-dividend May 21, 2026
$0.30
Quarterly
Record May 21, 2026 · Payment Jun 4, 2026
Ex-dividend Mar 10, 2026
$0.30
Quarterly
Record Mar 10, 2026 · Payment Mar 24, 2026
Ex-dividend Nov 13, 2025
$0.30
Quarterly
Record Nov 13, 2025 · Payment Dec 1, 2025
Ex-dividend Aug 15, 2025
$0.30
Quarterly
Record Aug 15, 2025 · Payment Aug 29, 2025
Ex-dividend May 30, 2025
$0.30
Quarterly
Record May 30, 2025 · Payment Jun 12, 2025
Funds reporting this stock among their holdings, ordered by reported position size.
Vanguard Morningstar Total Stock Market ETFVTI900.79M0.04%2.3T USD0.03%$379.73-0.32%
Vanguard Morningstar Mid-Cap ETFVO612.26M0.27%224.7B USD0.03%$82.28-0.20%
Vanguard Morningstar Growth ETFVUG369.07M0.10%372B USD0.03%$88.45-0.48%
VanEck Morningstar Wide Moat ETFMOAT330.75M2.70%12.07B USD0.46%$111.73-1.39%
Vanguard Extended Market ETFVXF325.84M0.34%93.7B USD0.05%$242.66+0.14%
Vanguard Morningstar Mid-Cap Growth ETFVOT216.36M0.64%33.5B USD0.05%$300.18+0.11%
iShares Russell Mid-Cap ETFIWR118M0.21%56.98B USD0.18%$111.83-0.28%
Gabelli Financial Services Opportunities ETFGABF104.91M2.09%50.2M USD0.90%$46.1601-1.19%Vanguard Morningstar Total Stock Market ETFVTIVanguard Morningstar Mid-Cap ETFVOVanguard Morningstar Growth ETFVUGVanEck Morningstar Wide Moat ETFMOATVanguard Extended Market ETFVXFVanguard Morningstar Mid-Cap Growth ETFVOTiShares Russell Mid-Cap ETFIWRGabelli Financial Services Opportunities ETFGABFAI-generated and delayed market data for informational and educational purposes only. Not investment advice.
