LPL Financial Holdings Inc. LPLA
Set alert
297.56 USD +13.82 +4.87%
As of Nov 2, 3:50 PM ET
285.81 Day range 299.48
265.86 52-week range 393.25
- YTD
- -16.69%
- 1 year
- -21.14%
- Open
- 286.79
- Prev close
- 283.74
- Mkt cap
- 23.15B
- Vol
- 1.10M
- Avg vol
- 837.06K
- EPS
- 17.45
- P/E
- 17.04
- Div yield
- 0.43%
More statistics
- Low
- 285.81
- High
- 299.48
- Forward P/E
- 9.50
- Beta
- 0.54
- Short ratio
- 2.51
- Inst. own
- 106.37%
- Dividend
- 1.20
- Ex-div date
- Nov 11, 2026
- Earnings
- Feb 4, 2027
- 50-d avg
- 331.66
- 200-d avg
- 322.98
- 1y target
- 408.44
MAX chart
Events in this range
- May 2, 2013Dividend: 0.135
- Nov 6, 2013Dividend: 0.19
- May 2, 2014Dividend: 0.24
- Nov 6, 2014Dividend: 0.24
- May 7, 2015Dividend: 0.25
- Mar 2, 2016Dividend: 0.25
- Nov 7, 2018Dividend: 0.25
- Nov 6, 2019Dividend: 0.25
- Nov 7, 2019Dividend: 0.25
Signals (62)
| Name | Date | Ago |
|---|---|---|
| SMA: Bearish | Sep 1, 2026 | 2 months ago |
| SMA: Bearish | Sep 1, 2026 | 2 months ago |
| SMA: Bullish | Jul 1, 2026 | 4 months ago |
| SMA: Bullish | Jul 1, 2026 | 4 months ago |
| SMA: Bearish | May 1, 2026 | 6 months ago |
| SMA: Bullish | Apr 1, 2026 | 7 months ago |
| SMA: Bearish | Feb 1, 2026 | 9 months ago |
| SMA: Bearish | Feb 1, 2026 | 9 months ago |
| SMA: Bullish | Jan 1, 2026 | 10 months ago |
| SMA: Bearish | Nov 1, 2025 | 1 year ago |
| MACD: Sell Signal | Nov 1, 2025 | 1 year ago |
| SMA: Bullish | Oct 1, 2025 | 1 year ago |
| SMA: Bearish | Sep 1, 2025 | 1 year ago |
| RSI: Overbought | Jan 1, 2025 | 1 year ago |
| MACD: Buy Signal | Nov 1, 2024 | 2 years ago |
| SMA: Bullish | Oct 1, 2024 | 2 years ago |
| SMA: Bullish | Sep 1, 2024 | 2 years ago |
| SMA: Bearish | Jul 1, 2024 | 2 years ago |
| SMA: Bearish | Jul 1, 2024 | 2 years ago |
| MACD: Sell Signal | Jul 1, 2024 | 2 years ago |
| MACD: Buy Signal | Mar 1, 2024 | 2 years ago |
| SMA: Bullish | Jul 1, 2023 | 3 years ago |
| SMA: Bearish | Mar 1, 2023 | 3 years ago |
| MACD: Sell Signal | Mar 1, 2023 | 3 years ago |
| RSI: Overbought | Feb 1, 2023 | 3 years ago |
| RSI: Overbought | Dec 1, 2021 | 4 years ago |
| RSI: Overbought | Sep 1, 2021 | 5 years ago |
| RSI: Overbought | Feb 1, 2021 | 5 years ago |
| MACD: Buy Signal | Dec 1, 2020 | 5 years ago |
| SMA: Bullish | Jun 1, 2020 | 6 years ago |
| SMA: Bullish | May 1, 2020 | 6 years ago |
| SMA: Bearish | Mar 1, 2020 | 6 years ago |
| MACD: Sell Signal | Mar 1, 2020 | 6 years ago |
| SMA: Bearish | Feb 1, 2020 | 6 years ago |
| RSI: Overbought | Nov 1, 2019 | 7 years ago |
| MACD: Buy Signal | Feb 1, 2019 | 7 years ago |
| SMA: Bullish | Jan 1, 2019 | 7 years ago |
| MACD: Sell Signal | Dec 1, 2018 | 7 years ago |
| SMA: Bearish | Oct 1, 2018 | 8 years ago |
| RSI: Overbought | May 1, 2018 | 8 years ago |
| RSI: Overbought | Feb 1, 2018 | 8 years ago |
| SMA: Bullish | Jan 1, 2017 | 9 years ago |
| SMA: Bearish | Dec 1, 2016 | 9 years ago |
| SMA: Bullish | Nov 1, 2016 | 10 years ago |
| MACD: Buy Signal | Nov 1, 2016 | 10 years ago |
| SMA: Bullish | Sep 1, 2016 | 10 years ago |
| RSI: Oversold | Feb 1, 2016 | 10 years ago |
| SMA: Bearish | Dec 1, 2015 | 10 years ago |
| SMA: Bearish | Dec 1, 2015 | 10 years ago |
| SMA: Bullish | Nov 1, 2015 | 11 years ago |
| SMA: Bullish | Nov 1, 2015 | 11 years ago |
| SMA: Bearish | Aug 1, 2015 | 11 years ago |
| SMA: Bearish | Aug 1, 2015 | 11 years ago |
| SMA: Bullish | Jun 1, 2015 | 11 years ago |
| SMA: Bullish | May 1, 2015 | 11 years ago |
| SMA: Bearish | Apr 1, 2015 | 11 years ago |
| MACD: Sell Signal | Oct 1, 2014 | 12 years ago |
| SMA: Bearish | Jul 1, 2014 | 12 years ago |
| RSI: Overbought | Dec 1, 2013 | 12 years ago |
| SMA: Bullish | Jan 1, 2013 | 13 years ago |
| SMA: Bearish | Jul 1, 2012 | 14 years ago |
| SMA: Bullish | Jan 1, 2012 | 14 years ago |
Ownership
Held by insiders 0.40%
Held by institutions 106.37%
Float held by institutions 106.79%
Institutions 1,063
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 6.01% | 4,732,991 | 1.34B | Jun 29, 2026 |
| Dodge & Cox Inc. | 5.81% | 4,578,679 | 1.30B | Jun 29, 2026 |
| Boston Partners | 5.40% | 4,250,828 | 1.21B | Jun 29, 2026 |
| Jupiter Topco LLC | 5.33% | 4,198,356 | 1.19B | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.87% | 3,832,005 | 1.09B | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.59% | 3,613,624 | 1.03B | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 3.83% | 3,017,127 | 856.08M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.22% | 2,538,862 | 720.38M | Jun 29, 2026 |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 2.83% | 2,226,526 | 631.75M | Jun 29, 2026 |
| Growth Fund of America | 2.36% | 1,858,056 | 527.20M | Sep 29, 2026 |
| Principal Funds, Inc-MidCap Fund | 2.31% | 1,820,682 | 516.60M | Jul 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 2.20% | 1,732,992 | 491.72M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| AUDETTE MATTHEW J | President | Sale | Apr 14, 2026 | 19,803 |
| BERNARD EDWARD C | Director | Stock Award(Grant) | Aug 27, 2026 | 16,262 |
| EBERHART H PAULETT | Director | Stock Award(Grant) | Aug 27, 2026 | 17,764 |
| GATES GREG | Officer | Conversion of Exercise of derivative security | Aug 19, 2026 | 23,602 |
| GLAVIN WILLIAM FRANCIS JR | Director | Stock Award(Grant) | Aug 27, 2026 | 26,849 |
| MULCAHY ANNE M | Director | Stock Award(Grant) | May 14, 2026 | 37,431 |
Held by funds
264 US ETFs and mutual funds hold LPLA · largest positions