LPL Financial Holdings Stock | LPLA | US50212V1008 | A1JZ6S | September 2025

Date	LPL Financial Holdings Price
9/22/2025	0 undefined
9/22/2025	337.00 undefined
9/19/2025	334.21 undefined
9/18/2025	339.38 undefined
9/17/2025	336.20 undefined
9/16/2025	337.21 undefined
9/15/2025	338.22 undefined
9/12/2025	349.01 undefined
9/11/2025	347.72 undefined
9/10/2025	341.87 undefined
9/9/2025	339.98 undefined
9/8/2025	341.99 undefined
9/5/2025	331.01 undefined
9/4/2025	360.05 undefined
9/3/2025	354.91 undefined
9/2/2025	362.84 undefined
8/29/2025	364.49 undefined
8/28/2025	360.07 undefined
8/27/2025	366.01 undefined
8/26/2025	367.31 undefined
8/25/2025	364.47 undefined

Date	LPL Financial Holdings Revenue	LPL Financial Holdings EBIT	LPL Financial Holdings Net Income
2030e	19.68 B undefined	0 undefined	2.3 B undefined
2029e	18.26 B undefined	2.98 B undefined	2.06 B undefined
2028e	17.08 B undefined	2.88 B undefined	1.99 B undefined
2027e	22.71 B undefined	3.42 B undefined	2.16 B undefined
2026e	19.88 B undefined	2.84 B undefined	1.75 B undefined
2025e	16.55 B undefined	1.83 B undefined	1.46 B undefined
2024	12.39 B undefined	1.73 B undefined	1.06 B undefined
2023	10.05 B undefined	1.65 B undefined	1.07 B undefined
2022	8.6 B undefined	1.27 B undefined	845.7 M undefined
2021	7.72 B undefined	806.5 M undefined	459.9 M undefined
2020	5.87 B undefined	731.8 M undefined	472.6 M undefined
2019	5.62 B undefined	875 M undefined	559.9 M undefined
2018	5.19 B undefined	717.7 M undefined	439.5 M undefined
2017	4.28 B undefined	494 M undefined	238.9 M undefined
2016	4.05 B undefined	394 M undefined	191.9 M undefined
2015	4.28 B undefined	353.7 M undefined	168.8 M undefined
2014	4.37 B undefined	384.8 M undefined	178 M undefined
2013	4.14 B undefined	380.8 M undefined	181.9 M undefined
2012	3.66 B undefined	327.5 M undefined	151.9 M undefined
2011	3.48 B undefined	372.8 M undefined	168.2 M undefined
2010	3.11 B undefined	53.5 M undefined	-56.9 M undefined
2009	2.75 B undefined	232.2 M undefined	46.6 M undefined
2008	3.12 B undefined	225.7 M undefined	45.5 M undefined
2007	2.72 B undefined	231.3 M undefined	61.1 M undefined
2006	1.74 B undefined	180.3 M undefined	33.6 M undefined
2005	1.41 B undefined	118.1 M undefined	43.1 M undefined

2005	2006	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024

0.16	0.3	0.38	0.56	0.67	0.79	1.1	1.04	1.03	0.98	1.4	1.52	1.58	1.5	1.41	1.73	1.99	3.05	2.47	2.56
0.38	0.47	0.67	0.63	0.57	0.65	0.64	0.77	0.55	0.66	0.65	0.71	0.76	0.88	1.05	1.09	1.65	1.74	2.12	2.99
51.5	-2.6	-5.3	-4	-6.2	137.2	-8.8	-1.5	272.1	171.2	180.2	189.7	229	248.7	298.8	435	581.4	677.8	743.32	902.78
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
11.5	15.4	25.2	0	0	0	0	0	0	0	0	0	0	0	0	100.4	115	144.6	173.04	194.69
0.6	0.78	1.08	1.18	1.24	1.58	1.74	1.81	1.85	1.82	2.23	2.42	2.56	2.62	2.77	3.36	4.33	5.61	5.51	6.65
0.13	0.12	0.16	0.16	0.1	0.08	0.09	0.13	0.19	0.21	0.28	0.39	0.41	0.46	0.64	0.68	0.75	0.87	1.03	1.33
18.8	37.2	34.8	21.9	30.8	27.2	25.3	27.7	22.9	27.1	27.8	25.8	204.7	47.1	75.9	42.5	49.2	52.6	91.31	57.48
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
0.6	0.58	0.68	0.65	0.6	0.56	0.54	0.5	0.46	0.43	0.39	0.35	0.41	0.48	0.44	0.4	0.46	0.43	0.67	1.48
1.25	1.25	1.29	1.29	1.29	1.29	1.33	1.37	1.36	1.37	1.37	1.37	1.43	1.49	1.5	1.51	1.64	1.64	1.86	2.17
30.4	26.5	23.7	19.9	16.5	23.7	18.6	21.3	16.3	1.1	27.8	42.7	50.7	65.8	58.9	91.4	86.3	189.4	275.63	249.63
2.03	2.01	2.19	2.15	2.04	1.98	2.01	2.05	2.05	2.04	2.09	2.18	2.51	2.55	2.71	2.73	2.99	3.19	3.92	5.29
2.63	2.79	3.26	3.33	3.28	3.56	3.74	3.87	3.9	3.85	4.31	4.59	5.07	5.17	5.48	6.09	7.32	8.8	9.43	11.95

100	100	100	100	100	100	100	100	100	100	100	100	100	100	100	100	100	100	130	131
0.59	0.59	0.66	0.67	0.68	1.05	1.14	1.23	1.29	1.36	1.42	1.45	1.56	1.63	1.7	1.76	1.84	1.91	1.99	2.07
0	0.03	0.09	0.14	0.18	0.13	0.3	0.2	0.31	0.4	0.47	0.57	0.72	1.07	1.55	1.94	2.33	3.1	4.09	5.07
0	1.9	-7.8	-16.4	-11.8	-4.5	-0.9	0	0.1	0.9	0.6	0.3	0	0	0	0	0	0	0	0
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
0.59	0.63	0.75	0.79	0.85	1.17	1.43	1.43	1.61	1.75	1.89	2.02	2.27	2.7	3.26	3.71	4.17	5.01	6.07	7.13
0.27	0.36	0.54	0.61	0.64	0.48	0.54	0.86	0.67	0.7	0.82	0.95	1.06	1.08	1.22	1.93	2.27	3.29	2.92	2.62
54.3	70.1	126.6	100.3	110	228.6	218.9	285.9	292.6	357.8	343.3	357.1	383.5	407.4	536.5	326.4	352.7	328.6	340.02	471.71
0	1	10.6	12.3	24.2	0	0.9	0	4.3	0	8.7	4.6	0.5	33	20.1	0	0	0	0	0
93.1	115.2	205	248.3	129.8	187.3	187.7	203.5	195.2	180.4	189.4	199	187.1	225.2	218.8	0	0	0	0	0
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
0.41	0.55	0.89	0.97	0.91	0.89	0.95	1.35	1.16	1.24	1.36	1.51	1.64	1.75	1.99	2.26	2.62	3.62	3.26	3.09
1.35	1.34	1.4	1.4	1.39	1.39	1.33	1.32	1.54	1.63	2.25	2.28	2.49	2.48	2.51	2.45	2.92	2.82	3.84	5.6
264.1	245.9	216.9	185.2	147.6	130.2	127.8	118.2	89.4	66.2	36.3	25.6	16	18.3	2.1	0	0	0	0	0
0.03	0.03	0.04	0.04	0.05	0.05	0.06	0.06	0.16	0.14	0.16	0.2	0.25	0.26	0.35	0.57	0.78	0.87	1.21	1.7
1.64	1.63	1.65	1.63	1.58	1.58	1.52	1.5	1.78	1.83	2.45	2.5	2.76	2.76	2.86	3.02	3.7	3.69	5.05	7.3
2.05	2.17	2.54	2.59	2.49	2.47	2.47	2.85	2.94	3.07	3.81	4.01	4.39	4.5	4.86	5.28	6.32	7.31	8.31	10.39
2.64	2.8	3.29	3.38	3.34	3.65	3.91	4.28	4.55	4.82	5.69	6.03	6.67	7.21	8.11	8.99	10.49	12.33	14.38	17.52

2004	2005	2006	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023
0.04	0.04	0.03	0.06	0.05	0.05	-0.06	0.17	0.15	0.18	0.18	0.17	0.19	0.24	0.44	0.56	0.47	0.46	0.85	1.07
15	17	65	78	100	108	86	72	71	83	96	111	113	122	148	161	177	230	287	354
-6	-2	-19	-21	-26	-41	-21	-8	-12	-28	-24	-30	-11	-9	-1	-18	-23	18	-93	-68
-7	-36	55	-130	-51	113	-229	231	35	-152	-79	-25	17	-1	-120	-207	18	-480	638	-1,195
33	103	6	24	25	51	435	-5	28	101	88	84	101	131	145	161	179	269	320	424
1	1	123	124	116	101	92	68	54	51	51	51	92	92	123	126	106	103	118	191
40	52	10	66	71	54	63	60	62	123	139	131	122	139	122	213	169	144	238	535
0.07	0.12	0.14	0.01	0.09	0.27	-0.02	0.44	0.25	0.16	0.23	0.28	0.39	0.45	0.58	0.62	0.79	0.45	1.95	0.51
-14	-19	-23	-74	-62	-8	-23	-36	-54	-78	-98	-72	-127	-272	-160	-156	-155	-216	-306	-403
-38	-10	-30	-168	-76	-13	-39	-65	-91	-74	-93	-74	-126	-437	-161	-181	-187	-458	-376	-860
-23	8	-7	-93	-13	-5	-16	-29	-36	3	5	-2	1	-165	-1	-24	-32	-242	-69	-456
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0
-0.01	1.32	0	0.1	0.02	-0.1	-0.03	-0.05	-0.03	0.21	0.1	0.57	-0.02	0.2	-0.02	0.03	-0.06	0.45	-0.1	1.02
0	-2,059	0	0	0	0	41	-78	-183	-184	-246	-357	-18	-29	-366	-460	-119	-48	-296	-1,081
-67	-86	1	101	18	-98	102	-75	-417	-35	-243	107	-127	51	-483	-533	-275	278	-504	-208
-61	655	0	-2	0	0	86	57	48	4	0	-12	-1	-27	-4	-23	-19	-45	-27	-53
0	0	0	0	0	0	0	0	-248	-68	-95	-95	-89	-90	-88	-82	-79	-80	-79	-92
-0.03	0.02	0.11	-0.06	0.03	0.16	0.04	0.3	-0.25	0.05	-0.1	0.31	0.13	0.07	-0.06	-0.09	0.33	0.27	1.06	-0.56
57.2	98.6	116.2	-64.6	26.5	262.9	-46	406.1	199.5	81.9	133.6	206.9	261.3	181.1	421	467.5	634.4	237.1	1,639	109.33
0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0

LPL Financial Holdings Gross margin	LPL Financial Holdings Profit margin	LPL Financial Holdings EBIT margin	LPL Financial Holdings Profit margin
2030e	98.97 %	0 %	11.7 %
2029e	98.97 %	16.31 %	11.28 %
2028e	98.97 %	16.87 %	11.65 %
2027e	98.97 %	15.07 %	9.5 %
2026e	98.97 %	14.26 %	8.82 %
2025e	98.97 %	11.05 %	8.82 %
2024	98.97 %	13.98 %	8.55 %
2023	98.95 %	16.44 %	10.61 %
2022	99 %	14.81 %	9.83 %
2021	98.89 %	10.45 %	5.96 %
2020	98.79 %	12.46 %	8.05 %
2019	98.85 %	15.56 %	9.95 %
2018	98.78 %	13.83 %	8.47 %
2017	98.67 %	11.54 %	5.58 %
2016	98.65 %	9.73 %	4.74 %
2015	98.77 %	8.27 %	3.95 %
2014	98.88 %	8.8 %	4.07 %
2013	98.91 %	9.2 %	4.39 %
2012	98.94 %	8.95 %	4.15 %
2011	98.15 %	10.71 %	4.83 %
2010	98.05 %	1.72 %	-1.83 %
2009	97.99 %	8.45 %	1.69 %
2008	98.31 %	7.24 %	1.46 %
2007	98.35 %	8.51 %	2.25 %
2006	98.13 %	10.36 %	1.93 %
2005	97.72 %	8.39 %	3.06 %

Date	LPL Financial Holdings Sales per Share	LPL Financial Holdings EBIT per share	LPL Financial Holdings Earnings per Share
2030e	260.85 undefined	0 undefined	30.51 undefined
2029e	242.1 undefined	0 undefined	27.31 undefined
2028e	226.47 undefined	0 undefined	26.39 undefined
2027e	301.02 undefined	0 undefined	28.59 undefined
2026e	263.61 undefined	0 undefined	23.25 undefined
2025e	219.42 undefined	0 undefined	19.34 undefined
2024	164.2 undefined	22.95 undefined	14.03 undefined
2023	129.11 undefined	21.23 undefined	13.69 undefined
2022	105.79 undefined	15.67 undefined	10.4 undefined
2021	94.5 undefined	9.87 undefined	5.63 undefined
2020	72.76 undefined	9.07 undefined	5.86 undefined
2019	66.49 undefined	10.34 undefined	6.62 undefined
2018	57.27 undefined	7.92 undefined	4.85 undefined
2017	46.49 undefined	5.36 undefined	2.59 undefined
2016	44.99 undefined	4.38 undefined	2.13 undefined
2015	44.16 undefined	3.65 undefined	1.74 undefined
2014	43.01 undefined	3.78 undefined	1.75 undefined
2013	39.07 undefined	3.59 undefined	1.72 undefined
2012	32.95 undefined	2.95 undefined	1.37 undefined
2011	31.04 undefined	3.33 undefined	1.5 undefined
2010	34.83 undefined	0.6 undefined	-0.64 undefined
2009	27.91 undefined	2.36 undefined	0.47 undefined
2008	31.07 undefined	2.25 undefined	0.45 undefined
2007	31.52 undefined	2.68 undefined	0.71 undefined
2006	21.01 undefined	2.18 undefined	0.41 undefined
2005	17 undefined	1.43 undefined	0.52 undefined

Date	LPL Financial Holdings Dividend
2030e	4.14 undefined
2029e	3.73 undefined
2028e	3.55 undefined
2027e	3.89 undefined
2026e	3.23 undefined
2025e	0.3 undefined
2012e	0.24 undefined
2025e	0.9 undefined
2024	1.2 undefined
2023	1.2 undefined
2022	1 undefined
2021	1 undefined
2020	1 undefined
2019	1 undefined
2018	1 undefined
2017	1 undefined
2016	1 undefined
2015	1 undefined
2014	0.96 undefined
2013	0.65 undefined
2012e	0.24 undefined

Date	LPL Financial Holdings Payout ratio
2030e	13.56 %
2029e	13.65 %
2028e	13.44 %
2027e	13.6 %
2026e	13.9 %
2025e	12.83 %
2024	14.06 %
2023	14.81 %
2022	9.62 %
2021	17.76 %
2020	17.06 %
2019	15.11 %
2018	20.62 %
2017	38.61 %
2016	46.95 %
2015	57.47 %
2014	68.57 %
2013	37.79 %
2012	163.5 %
2011	14.81 %
2010	14.81 %
2009	14.81 %
2008	14.81 %
2007	14.81 %
2006	14.81 %
2005	14.81 %

Date	EPS Estimate	EPS Actual	Quarterly report
6/30/2025	4.31	4.51 (4.59 %)	2025 Q2
3/31/2025	4.76	5.15 (8.13 %)	2025 Q1
12/31/2024	4.02	4.25 (5.71 %)	2024 Q4
9/30/2024	3.79	4.16 (9.9 %)	2024 Q3
6/30/2024	3.78	3.88 (2.73 %)	2024 Q2
3/31/2024	3.88	4.21 (8.41 %)	2024 Q1
12/31/2023	3.45	3.51 (1.79 %)	2023 Q4
9/30/2023	3.65	3.74 (2.6 %)	2023 Q3
6/30/2023	3.96	3.94 (-0.39 %)	2023 Q2
3/31/2023	4.42	4.49 (1.63 %)	2023 Q1
12/31/2022	4.08	4.21 (3.22 %)	2022 Q4
9/30/2022	2.88	3.13 (8.57 %)	2022 Q3
6/30/2022	2.01	2.24 (11.4 %)	2022 Q2
3/31/2022	1.83	1.95 (6.46 %)	2022 Q1
12/31/2021	1.54	1.63 (5.75 %)	2021 Q4
9/30/2021	1.75	1.77 (1.15 %)	2021 Q3
6/30/2021	1.72	1.85 (7.46 %)	2021 Q2
3/31/2021	1.49	1.77 (18.55 %)	2021 Q1
12/31/2020	1.36	1.53 (12.26 %)	2020 Q4
9/30/2020	1.25	1.44 (14.86 %)	2020 Q3
6/30/2020	1.32	1.42 (7.25 %)	2020 Q2
3/31/2020	1.73	2.06 (18.99 %)	2020 Q1
12/31/2019	1.63	1.7 (4.54 %)	2019 Q4
9/30/2019	1.64	1.71 (4.15 %)	2019 Q3
6/30/2019	1.76	1.85 (5.06 %)	2019 Q2
3/31/2019	1.62	1.93 (18.84 %)	2019 Q1
12/31/2018	1.4	1.49 (6.45 %)	2018 Q4
9/30/2018	1.26	1.32 (4.64 %)	2018 Q3
6/30/2018	1.22	1.42 (16.08 %)	2018 Q2
3/31/2018	0.8	1.01 (26.36 %)	2018 Q1
12/31/2017	0.36	0.59 (63.71 %)	2017 Q4
9/30/2017	0.59	0.66 (11.22 %)	2017 Q3
6/30/2017	0.67	0.74 (10.6 %)	2017 Q2
3/31/2017	0.37	0.66 (77.28 %)	2017 Q1
12/31/2016	0.37	0.46 (24.73 %)	2016 Q4
9/30/2016	0.39	0.42 (7.47 %)	2016 Q3
6/30/2016	0.45	0.53 (18.81 %)	2016 Q2
3/31/2016	0.45	0.67 (50.26 %)	2016 Q1
12/31/2015	0.52	0.37 (-28.79 %)	2015 Q4
9/30/2015	0.55	0.55 (-0.25 %)	2015 Q3
6/30/2015	0.65	0.65 (-0.28 %)	2015 Q2
3/31/2015	0.64	0.64 (0.53 %)	2015 Q1
12/31/2014	0.62	0.66 (7.02 %)	2014 Q4
9/30/2014	0.51	0.48 (-5.57 %)	2014 Q3
6/30/2014	0.63	0.61 (-2.57 %)	2014 Q2
3/31/2014	0.73	0.69 (-5.98 %)	2014 Q1
12/31/2013	0.59	0.63 (6.31 %)	2013 Q4
9/30/2013	0.53	0.56 (5.26 %)	2013 Q3
6/30/2013	0.61	0.61 (-0.31 %)	2013 Q2
3/31/2013	0.56	0.64 (13.58 %)	2013 Q1
12/31/2012	0.49	0.5 (1.92 %)	2012 Q4
9/30/2012	0.44	0.47 (5.93 %)	2012 Q3
6/30/2012	0.57	0.49 (-13.63 %)	2012 Q2
3/31/2012	0.55	0.56 (1.62 %)	2012 Q1
12/31/2011	0.47	0.44 (-6.38 %)	2011 Q4
9/30/2011	0.45	0.46 (1.12 %)	2011 Q3
6/30/2011	0.51	0.52 (2.04 %)	2011 Q2
3/31/2011	0.48	0.52 (7.24 %)	2011 Q1
12/31/2010	0.41	0.42 (2.84 %)	2010 Q4

%	Name	Stocks	Change	Date
10.66413 %	The Vanguard Group, Inc.	8,043,631	92,818	7/31/2025
4.87821 %	Boston Partners	3,679,484	165,201	6/30/2025
4.67398 %	BlackRock Institutional Trust Company, N.A.	3,525,446	12,819	6/30/2025
4.08034 %	Janus Henderson Investors	3,077,677	11,323	6/30/2025
3.58189 %	Dodge & Cox	2,701,709	1,178,249	6/30/2025
3.39064 %	Kayne Anderson Rudnick Investment Management, LLC	2,557,458	-124,159	6/30/2025
3.19888 %	MFS Investment Management	2,412,820	902,396	6/30/2025
2.72717 %	Fidelity Management & Research Company LLC	2,057,025	-626,220	6/30/2025
2.48220 %	Lone Pine Capital, L.L.C.	1,872,248	108,233	6/30/2025
2.29464 %	WCM Investment Management	1,730,777	95,423	6/30/2025
2.28985 %	State Street Global Advisors (US)	1,727,166	47,581	6/30/2025
2.28693 %	Geode Capital Management, L.L.C.	1,724,962	164,484	6/30/2025
2.11720 %	Principal Global Investors (Equity)	1,596,944	558,261	6/30/2025
1.85975 %	Jennison Associates LLC	1,402,750	443,379	6/30/2025
1.61120 %	Samlyn Capital, LLC	1,215,280	-185,975	6/30/2025
1.56850 %	Winslow Capital Management, LLC	1,183,069	-274,632	6/30/2025
1.42246 %	Norges Bank Investment Management (NBIM)	1,072,919	136,509	6/30/2025
1.16855 %	Surgocap Partners LP	881,405	-25,037	6/30/2025
1.14546 %	Dimensional Fund Advisors, L.P.	863,989	21,050	6/30/2025
1.10374 %	Egerton Capital (UK) LLP	832,516	-38,749	6/30/2025
1.04172 %	Darlington Partners Capital Management, L.P.	785,737	-185,000	6/30/2025
1.03707 %	Westfield Capital Management Company, L.P.	782,232	-47,867	6/30/2025
1.03653 %	JP Morgan Asset Management	781,822	-118,105	6/30/2025
1.01426 %	AGF Investments Inc.	765,024	327,580	6/30/2025
0.98081 %	Managed Account Advisors LLC	739,792	73,175	6/30/2025
0.93350 %	Morgan Stanley Investment Management Inc. (US)	704,110	33,982	6/30/2025
0.92993 %	AllianceBernstein L.P.	701,419	-57,787	6/30/2025
0.85297 %	TD Asset Management Inc.	643,369	-33,459	6/30/2025
0.82862 %	Third Point LLC	625,000	0	6/30/2025
0.79386 %	Clarkston Capital Partners, LLC	598,782	-75,445	6/30/2025
0.79208 %	Wells Fargo Advisors	597,443	5,814	6/30/2025
0.79159 %	American Century Investment Management, Inc.	597,071	8,271	6/30/2025
0.76845 %	Epoch Investment Partners, Inc.	579,620	-5,946	6/30/2025
0.73129 %	Eminence Capital, LP	551,592	28,479	6/30/2025
0.72203 %	Markel-Gayner Asset Management Corp.	544,604	5,500	6/30/2025
0.67336 %	Eagle Asset Management, Inc.	507,894	-6,435	6/30/2025
0.67296 %	APG Asset Management N.V.	507,593	250,333	6/30/2025
0.65308 %	Invesco Advisers, Inc.	492,597	440,177	6/30/2025
0.62624 %	Azora Capital LP	472,352	29,918	6/30/2025
0.59014 %	Fairview Capital Investment Management, L.L.C.	445,125	-24,833	6/30/2025
0.58799 %	First Pacific Advisors LP	443,503	-14,438	6/30/2025
0.55589 %	SEI Investments Management Corporation	419,290	40,229	6/30/2025
0.54712 %	Envestnet Asset Management, Inc.	412,678	28,196	6/30/2025
0.52693 %	Fidelity Institutional Asset Management	397,449	-84,764	6/30/2025
0.51458 %	Charles Schwab Investment Management, Inc.	388,129	34,128	6/30/2025
0.50371 %	Palestra Capital Management LLC	379,934	-19,276	6/30/2025
0.49384 %	Northern Trust Investments, Inc.	372,485	18,946	6/30/2025
0.48713 %	Artisan Partners Limited Partnership	367,426	-22,304	6/30/2025
0.48391 %	Southpoint Capital Advisors LP	365,000	-35,000	6/30/2025
0.45440 %	Macquarie Investment Management	342,742	45,612	6/30/2025
0.43974 %	Raymond James & Associates, Inc.	331,682	848	6/30/2025
0.43700 %	Wellington Management Company, LLP	329,616	-328,977	6/30/2025
0.43560 %	Legal & General Investment Management Ltd.	328,562	-15,517	6/30/2025
0.41787 %	BlackRock Asset Management Ireland Limited	315,190	37,039	6/30/2025
0.41720 %	Caisse de Depot et Placement du Quebec	314,685	-14,493	6/30/2025
0.35866 %	Gilder Gagnon Howe & Co. LLC	270,527	-2,411	6/30/2025
0.35590 %	Holocene Advisors, LP	268,448	-66,523	6/30/2025
0.35464 %	Macquarie Investment Management Global Ltd.	267,497	26,665	6/30/2025
0.35333 %	Columbia Threadneedle Investments (US)	266,504	-67,337	6/30/2025
0.35310 %	BlackRock Investment Management (UK) Ltd.	266,329	5,872	6/30/2025
0.32447 %	Mellon Investments Corporation	244,735	2,887	6/30/2025
0.31610 %	UBS Asset Management (Switzerland)	238,424	97,722	6/30/2025
0.31103 %	T. Rowe Price Associates, Inc.	234,599	10,020	6/30/2025
0.30870 %	Junto Capital Management LP	232,846	-164,520	6/30/2025
0.29662 %	JPMorgan Private Bank (United States)	223,728	-1,933	6/30/2025
0.29496 %	Baron Capital Management, Inc.	222,479	57,228	6/30/2025
0.29470 %	BofA Global Research (US)	222,284	-34,789	6/30/2025
0.28307 %	UBS Asset Management (UK) Ltd.	213,513	10,823	6/30/2025
0.27957 %	UBS Financial Services, Inc.	210,868	5,090	6/30/2025
0.27611 %	Truist Bank	208,262	2,777	6/30/2025
0.27310 %	Morgan Stanley & Co. LLC	205,994	136,577	6/30/2025
0.26311 %	Manulife Investment Management (North America) Limited	198,459	-37,535	6/30/2025
0.26014 %	CAPTRUST Financial Advisors	196,213	9,471	6/30/2025
0.25996 %	BlackRock (Netherlands) B.V.	196,081	634	6/30/2025
0.25542 %	Bridgewater Associates, LP	192,655	-30,218	6/30/2025
0.25419 %	Allspring Global Investments, LLC	191,727	44,249	6/30/2025
0.25245 %	UBS Asset Management (Americas) LLC	190,418	8,912	6/30/2025
0.24573 %	Goldman Sachs Asset Management, L.P.	185,344	-5,866	6/30/2025
0.24493 %	Brown Brothers Harriman & Company	184,742	9,255	6/30/2025
0.24221 %	Sumitomo Mitsui Trust Bank, Limited	182,689	9,960	6/30/2025
0.24010 %	Numeric Investors LLC	181,097	90,211	6/30/2025
0.23792 %	Nuveen LLC	179,459	435	6/30/2025
0.23002 %	Ghisallo Capital Management LLC	173,500	173,500	6/30/2025
0.22835 %	Parametric Portfolio Associates LLC	172,236	-2,226	6/30/2025
0.22358 %	Morgan Stanley Smith Barney LLC	168,640	7,112	6/30/2025
0.21610 %	Employees Retirement System of Texas	163,000	-34,600	6/30/2025
0.20768 %	First Trust Advisors L.P.	156,647	-8,960	6/30/2025
0.20383 %	Franklin Advisers, Inc.	153,745	-5,787	6/30/2025
0.20022 %	Coronation Fund Managers Limited	151,023	27,690	6/30/2025
0.19890 %	BlackRock Financial Management, Inc.	150,021	8,388	6/30/2025
0.19777 %	Comerica, Inc.	149,175	-10,300	6/30/2025
0.19307 %	California Public Employees' Retirement System	145,628	8,323	6/30/2025
0.19168 %	Neuberger Berman, LLC	144,580	102,304	6/30/2025
0.17675 %	TwinBeech Capital LP	133,319	133,319	6/30/2025
0.16763 %	LPL Financial LLC	126,435	8,206	6/30/2025
0.16639 %	DWS Investments UK Limited	125,501	1,840	6/30/2025
0.16515 %	Vaughan Nelson Investment Management, L.P.	124,565	266	3/31/2025
0.16506 %	AllianceBernstein Ltd. (Value)	124,500	-4,510	6/30/2025
0.16487 %	D. E. Shaw & Co., L.P.	124,354	-53,829	6/30/2025
0.16280 %	Putnam (James S)	122,796	6	6/12/2025

What values and corporate philosophy does LPL Financial Holdings represent?

LPL Financial Holdings Inc represents a commitment to providing independent and objective financial advice to investors. The company believes in empowering financial advisors and helping them build successful businesses. LPL Financial embraces a client-centric approach, putting clients' needs first and tailoring solutions to their unique goals. The company strives for transparency, integrity, and accountability in its operations, fostering long-term trust and relationships. LPL Financial values innovation and supports advisors with technology and resources to deliver comprehensive financial planning and investment strategies. By enabling advisors to offer personalized advice and solutions, LPL Financial aims to simplify investors' financial journey and help them achieve their desired financial outcomes.

In which countries and regions is LPL Financial Holdings primarily present?

LPL Financial Holdings Inc is primarily present in the United States.

What significant milestones has the company LPL Financial Holdings achieved?

LPL Financial Holdings Inc has achieved several significant milestones. In 2005, the company went public and started trading on the NASDAQ stock exchange. In 2010, LPL Financial surpassed $100 billion in advisory and brokerage assets. In 2018, the company celebrated its 30th anniversary, marking three decades of providing financial advice and services to investors and financial advisors. LPL Financial has also been consistently recognized for its industry leadership and innovation, winning numerous awards and accolades. With its commitment to delivering comprehensive wealth management solutions, LPL Financial Holdings Inc continues to pave the way in the financial services industry.

What is the history and background of the company LPL Financial Holdings?

LPL Financial Holdings Inc, founded in 1989, is a leading retail investment advisory firm. Headquartered in Boston, Massachusetts, LPL Financial offers a wide range of services, including independent research, investment advisory platforms, and comprehensive brokerage solutions. With a commitment to supporting independent financial advisors, the company has grown to become a prominent player in the financial services industry. LPL Financial prides itself on offering innovative and technology-driven solutions to help advisors and their clients achieve financial goals. Continuously evolving and expanding, LPL Financial remains dedicated to empowering advisors to provide trusted and personalized financial guidance to individuals and families.

Who are the main competitors of LPL Financial Holdings in the market?

The main competitors of LPL Financial Holdings Inc in the market are Charles Schwab Corporation, Morgan Stanley, and TD Ameritrade.

In which industries is LPL Financial Holdings primarily active?

LPL Financial Holdings Inc is primarily active in the financial services industry.

What is the business model of LPL Financial Holdings?

LPL Financial Holdings Inc is a financial services company that operates as a broker-dealer and investment advisory firm. Its business model involves providing independent financial advisors and institutions with a platform to offer personalized financial advice and solutions to their clients. LPL Financial Holdings Inc offers a wide range of services, including access to a diverse selection of investment products, technology solutions, and support services. By empowering independent financial advisors, LPL Financial Holdings Inc aims to help individuals and institutions achieve their financial goals efficiently and effectively.

What is the P/E ratio of LPL Financial Holdings 2025?

The P/E ratio cannot be calculated for LPL Financial Holdings at the moment.

What is the P/S ratio of LPL Financial Holdings 2025?

The P/S cannot be calculated for LPL Financial Holdings currently.

What is the Quality Investing of LPL Financial Holdings?

The Quality Investing for LPL Financial Holdings is 10/10.

What is the revenue of LPL Financial Holdings 2025?

The expected LPL Financial Holdings revenue is 16.55 B USD.

How high is the profit of LPL Financial Holdings 2025?

The expected LPL Financial Holdings profit is 1.46 B USD.

What is the business model of LPL Financial Holdings

LPL Financial Holdings Inc is an American financial services company based in San Diego, California. It is one of the largest independent broker-dealer firms in the United States and is listed on the NASDAQ stock exchange. The company's business activities are divided into three main segments: Broker-Dealer, Investment Management, and Corporate. These three segments offer a wide range of products and services for individual clients, companies, and institutions. The Broker-Dealer segment of LPL Financial offers a wide range of financial products and services, including stocks, bonds, investment funds, investment advisory services, and insurance. It works with a variety of independent financial advisors who act as distribution partners and support the company in the marketing and sale of its products and services. The Broker-Dealer business is the largest division of LPL Financial and generates a significant portion of its total revenue. The Investment Management segment of LPL Financial provides investment management and advisory services to its clients. It offers a wide range of investment strategies and products, including stocks, bonds, investment funds, ETFs, and portfolio management. The company employs a systematic risk management and portfolio monitoring strategy to best meet the needs of its clients. The Investment Management division of LPL Financial is a key business segment that contributes to the company's strategic diversification. The Corporate segment of LPL Financial offers a wide range of services, including management, support, and technology for its clients. This includes developing IT solutions for its clients, providing logistics and administrative services, and managing real estate. Another important aspect of LPL Financial's business model is its collaboration with independent financial advisors and financial planners. Under the brand name advisorONE, the company offers an asset management platform that allows individuals to build and maintain business relationships. Additionally, the company works with banks, insurance companies, and other financial institutions to offer customized financial products and services to clients. In addition, the company also offers numerous training programs and seminars for the financial advisors and planners it supports. These programs cover a wide range of topics, including regulation, taxes, investment strategies, and customer relationship management. Overall, LPL Financial Holdings Inc's business model is well diversified and offers a wide range of products and services targeting different customer classes. The strategic collaboration with independent financial advisors and planners is an integral part of the business model that helps strengthen the brand and continuously expand the business.

What is the LPL Financial Holdings dividend?

LPL Financial Holdings pays a dividend of 1 USD distributed over payouts per year.

How often does LPL Financial Holdings pay dividends?

The dividend cannot currently be calculated for LPL Financial Holdings or the company does not pay out a dividend.

What is the LPL Financial Holdings ISIN?

The ISIN of LPL Financial Holdings is US50212V1008.

What is the LPL Financial Holdings WKN?

The WKN of LPL Financial Holdings is A1JZ6S.

What is the LPL Financial Holdings ticker?

The ticker of LPL Financial Holdings is LPLA.

How much dividend does LPL Financial Holdings pay?

Over the past 12 months, LPL Financial Holdings paid a dividend of 1.2 USD . This corresponds to a dividend yield of about . For the coming 12 months, LPL Financial Holdings is expected to pay a dividend of 3.23 USD.

What is the dividend yield of LPL Financial Holdings?

The current dividend yield of LPL Financial Holdings is .

When does LPL Financial Holdings pay dividends?

LPL Financial Holdings pays a quarterly dividend. This is distributed in the months of December, April, June, September.

How secure is the dividend of LPL Financial Holdings?

LPL Financial Holdings paid dividends every year for the past 19 years.

What is the dividend of LPL Financial Holdings?

For the upcoming 12 months, dividends amounting to 3.23 USD are expected. This corresponds to a dividend yield of 0.96 %.

In which sector is LPL Financial Holdings located?

LPL Financial Holdings is assigned to the 'Finance' sector.

Wann musste ich die Aktien von LPL Financial Holdings kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of LPL Financial Holdings from 8/29/2025 amounting to 0.3 USD, you needed to have the stock in your portfolio before the ex-date on 8/15/2025.

When did LPL Financial Holdings pay the last dividend?

The last dividend was paid out on 8/29/2025.

What was the dividend of LPL Financial Holdings in the year 2024?

In the year 2024, LPL Financial Holdings distributed 1.2 USD as dividends.

In which currency does LPL Financial Holdings pay out the dividend?

The dividends of LPL Financial Holdings are distributed in USD.

Scope 1 - Direct Emissions	893
Scope 2 - Indirect emissions from purchased energy	4,110
Scope 3 - Indirect emissions within the value chain	6,165
Total CO₂ emissions	5,003
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Percentage of female employees	49
Percentage of women in management
Percentage of Asian employees	14
Share of Asian management	17
Percentage of Hispanic/Latino employees	8
Hispano/Latino Management share	6
Percentage of Black employees	18
Black Management Share	8
Percentage of white employees	56
White Management Share	66
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

Stock Exchange	LPL Financial Holdings Ticker
DÜSSELDORF	7LI.DU
FRANKFURT	7LI.F
NASDAQ	LPLA

LPL Financial Holdings Ticker	LPL Financial Holdings FIGI
LPLA:US	BBG000P2TYL8
LPLA:UA	BBG000P2TYX5
LPLA:UC	BBG000P2TZ26
LPLA:UN	BBG000P2V057
LPLA:UP	BBG000P2V0M8
LPLA:UB	BBG000P2W2N2
LPLA:UM	BBG000P2W369
LPLA:UX	BBG000P2W430
LPLA:UD	BBG000P2W7F0
LPLA:UW	BBG000P2W8P7
LPLA:UF	BBG000P2W9Q4
LPLA:VY	BBG000P2WB61
LPLA:VJ	BBG000P2WBV3
LPLA:VK	BBG000P2WC23
7LI:GR	BBG001HJFDM8
7LI:GF	BBG001HJFDN7
7LI:GD	BBG001HJFDP5
7LI:GS	BBG001HJFDR3
7LI:GB	BBG001HJFDT1
LPLA:VF	BBG00DJGQ3X4
LPLA1EUR:EO	BBG00HG6TCX7
LPLA1EUR:XH	BBG00HG6TD01
LPLA1EUR:XF	BBG00HG6TD29
LPLA1EUR:XE	BBG00HG6TD47
LPLA1EUR:XJ	BBG00HG6TD56
LPLA1EUR:XL	BBG00HG6TD65
LPLA1EUR:XG	BBG00HG6TD74
LPLA1EUR:XO	BBG00HG6TD83
LPLA1EUR:XS	BBG00HG6TDD7
LPLA1EUR:XA	BBG00HG6TDF5
LPLA1EUR:E1	BBG00HG6TDG4
LPLA1EUR:XT	BBG00HG6TDH3
LPLA1EUR:XW	BBG00HG6TDJ1
LPLA1EUR:XU	BBG00HG6TDK9
LPLA1EUR:XV	BBG00HG6TDL8
LPLA1EUR:EU	BBG00HG6TDN6
LPLA1EUR:XX	BBG00JN8N5Z0
LPLA1USD:EO	BBG00KD8X7M7
LPLA1USD:XH	BBG00KD8X7Q3
LPLA1USD:XF	BBG00KD8X7S1
LPLA1USD:XE	BBG00KD8X7V7
LPLA1USD:XJ	BBG00KD8X7W6
LPLA1USD:XL	BBG00KD8X7X5
LPLA1USD:XG	BBG00KD8X7Y4
LPLA1USD:XO	BBG00KD8X7Z3
LPLA1USD:XS	BBG00KD8X836
LPLA1USD:XA	BBG00KD8X845
LPLA1USD:E1	BBG00KD8X854
LPLA1USD:XT	BBG00KD8X863
LPLA1USD:XW	BBG00KD8X872
LPLA1USD:XU	BBG00KD8X881
LPLA1USD:XV	BBG00KD8X890
LPLA1USD:XM	BBG00KD8X8B7
LPLA1USD:XQ	BBG00KD8X8D5
LPLA1USD:XX	BBG00KD8X8F3
LPLA1USD:XZ	BBG00KD8X8G2
LPLA1USD:EU	BBG00KD8X8J9
LPLA:VG	BBG00X1P01Y0
LPLA:VP	BBG00X1SFKR4
LPLA*:MM	BBG013GMWKV2
LPLA*:MF	BBG013GMWKW1
LPLA*:MU	BBG013GMWKY9
7LI:LA	BBG018H950D3
7LI:LU	BBG018J2T184
LPLA1GBP:XS	BBG019RWCJ77
LPLA1GBP:X2	BBG019RWCJ86
LPLA1GBP:XH	BBG019RWCJB2
LPLA1GBP:XF	BBG019RWCJD0
LPLA1GBP:XE	BBG019RWCJG7
LPLA1GBP:XJ	BBG019RWCJH6
LPLA1GBP:XL	BBG019RWCJJ4
LPLA1GBP:XG	BBG019RWCJK2
LPLA1GBP:XO	BBG019RWCJL1
LPLA1GBP:XA	BBG019RWCJQ6
LPLA1GBP:E1	BBG019RWCJR5
LPLA1GBP:XT	BBG019RWCJS4
LPLA1GBP:XW	BBG019RWCJT3
LPLA1GBP:XU	BBG019RWCJV0
LPLA1GBP:XY	BBG019RWCJW9
LPLA1GBP:XV	BBG019RWCJX8
LPLA1GBP:XM	BBG019RWCJY7
LPLA1GBP:XQ	BBG019RWCJZ6
LPLA1GBP:XX	BBG019RWCK01
LPLA1GBP:XZ	BBG019RWCK10
LPLA1GBP:X1	BBG019RWCK38
LPLA1GBP:EU	BBG019RWCK65
7LI:TH	BBG01BBHBRL9
7LI:QT	BBG01BC0BPG5
7LI:GZ	BBG01JY908G5

2004	2005	2006	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025e	2026e	2027e	2028e	2029e	2030e
1.16	1.41	1.74	2.72	3.12	2.75	3.11	3.48	3.66	4.14	4.37	4.28	4.05	4.28	5.19	5.62	5.87	7.72	8.6	10.05	12.39	16.55	19.88	22.71	17.08	18.26	19.68
-	21.61	23.60	56.18	14.73	-11.78	13.24	11.76	5.23	13.08	5.63	-2.24	-5.29	5.73	21.19	8.40	4.39	31.49	11.40	16.88	23.21	33.63	20.14	14.19	-24.77	6.90	7.74
97.67	97.73	98.16	98.34	98.30	98.00	98.04	98.16	98.93	98.91	98.88	98.76	98.64	98.67	98.79	98.86	98.79	98.89	99.00	98.95	98.97	74.06	61.65	53.98	71.75	67.12	62.30
1.13	1.38	1.71	2.67	3.06	2.69	3.05	3.42	3.62	4.1	4.32	4.22	3.99	4.22	5.13	5.56	5.8	7.63	8.51	9.95	12.26	0	0	0	0	0	0
0.04	0.04	0.03	0.06	0.05	0.05	-0.06	0.17	0.15	0.18	0.18	0.17	0.19	0.24	0.44	0.56	0.47	0.46	0.85	1.07	1.06	1.46	1.75	2.16	1.99	2.06	2.3
-	22.86	-23.26	84.85	-26.23	2.22	-221.74	-400.00	-10.12	19.87	-1.66	-5.62	13.69	24.61	84.45	27.33	-15.56	-2.75	84.10	26.15	-0.75	37.81	20.23	22.99	-7.70	3.47	11.75
-	-	-	-	-	-	-	-	0.48	0.65	0.96	1.00	1.00	1.00	1.00	1.00	1.00	1.00	1.00	1.20	1.20	1.20	3.23	3.89	3.55	3.73	4.14
0	0	0	0	0	0	0	0	0	35.42	47.69	4.17	0	0	0	0	0	0	0	20	0	0	169.17	20.43	-8.74	5.07	10.99
82.8	82.8	82.8	86.2	100.3	98.5	89.4	112.1	111.1	106	101.7	96.8	90	92.1	90.6	84.6	80.7	81.7	81.3	77.86	75.43	0	0	0	0	0	0
-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-

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LPL Financial Holdings Stock LPLA

Price

Price

TickerLPLA

ISINUS50212V1008

WKNA1JZ6S

LPL Financial Holdings stock price

Price

Overview

Intraday Feature

Total Return and Relative Price Change

Interpretation and Investment

LPL Financial Holdings Stock Price History

LPL Financial Holdings Revenue, EBIT, Net Income

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LPL Financial Holdings Revenue, EBIT and net profit per share

LPL Financial Holdings Income Statement, Balance Sheet, Cash Flow Statement

Keystats

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Interpreting Year to Year Comparison

Expectations and Predictions

Balance Sheet

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Year-to-Year Analysis

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LPL Financial Holdings stock margins

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EBIT Margin Analysis

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Comparative Analysis

LPL Financial Holdings Margin History

LPL Financial Holdings Stock Sales Revenue, EBIT, Earnings per Share

Revenue, EBIT and Earnings per share

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EBIT Per Share

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LPL Financial Holdings Revenue, EBIT and net profit per share

LPL Financial Holdings business model

LPL Financial Holdings SWOT Analysis

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LPL Financial Holdings Eulerpool Fair Value

Fair Value

Understanding Fair Value

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Revenue-Based Fair Value

Dividend-Based Fair Value

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LPL Financial Holdings historical P/E ratio, EBIT multiple, and P/S ratio

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LPL Financial Holdings shares outstanding

Revenue, EBIT and Earnings per share

Revenue Per Share

EBIT Per Share

Income Per Share

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LPL Financial Holdings dividend history and estimates

Dividend

Dividend Overview

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Ticker
LPLA

ISIN
US50212V1008

WKN
A1JZ6S