LPLA
Financial Services · Capital Markets
Performance
LPLA (LPLA) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
LPLA (LPLA) operates in the Capital Markets space within the Financial Services sector. With a market cap of $24.3B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Forward P/E (10.7×) is lower than trailing P/E (27.3×) — analysts expect earnings to improve
- Revenue grew 35% year-over-year — exceptional top-line expansion
- ROE of 20.5% shows management efficiently converts equity into profit
- Current ratio of 2.4× — ample short-term liquidity
- Low beta of 0.51 — less volatile than the market, suitable for conservative portfolios
- P/E of 27.3× is above average — valuation requires continued strong growth to justify
- High debt-to-equity of 132.28× increases financial risk, especially with elevated interest rates
Verdict
Strong Buy
Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
0.41%
5Y Avg Annual
$1.0400
Last Payment
$0.3000
Ex-Date
05/21/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/21/2026 | 06/04/2026 | $0.3000 | 0.40% |
03/10/2026 | 03/24/2026 | $0.3000 | 0.40% |
11/13/2025 | 11/27/2025 | $0.3000 | 0.40% |
08/15/2025 | 08/29/2025 | $0.3000 | 0.40% |
05/30/2025 | 06/13/2025 | $0.3000 | 0.40% |
03/11/2025 | 03/25/2025 | $0.3000 | 0.40% |
11/14/2024 | 11/28/2024 | $0.3000 | 0.40% |
08/09/2024 | 08/23/2024 | $0.3000 | 0.40% |
Magic Number
Shares needed to self-fund your next purchase
$303.25
Price
$0.3000
Last div. (quarterly)
1,011
shares
Own 1,011 LPLA shares ($306,585.75) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$306,585.75
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 30, 2026
44
days
EPS (TTM)
$11.10
P/E (TTM)
27.3
Fwd P/E
10.7
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $303.25
Graham Number
√(22.5 × EPS × Book Value)
$133.07
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$18.67
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
14Y hist.14+ years of dividend history
Dividend consistency (5Y+)
14 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
20.5%Return on equity — measures how efficiently capital is used
Positive profit margin
5.1%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+35.0%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+4.5%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
132.28×Low financial leverage reduces risk of distress
Current ratio above 1
2.45×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$293M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
0.41%Stock must distribute income to shareholders
Related Assets
Financial Services
About LPLA
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
Sector
Financial Services
Industry
Capital Markets
Location
San Diego, United States
Employees
9,901