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Financial data sourced from official regulatory filings and verified market data providers. Metrics calculated using GAAP/IFRS standards.

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The analyses and visuals on this site are for informational purposes only and do not constitute investment advice.

Investment decisions involve risk. Verify data independently and consult a licensed advisor when needed.

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Last updated: April 2026

LPLA STOCK ANALYSIS

LPL Financial Holdings Inc — price, returns and risk statistics

LPLALPL Financial Holdings Inc

🇺🇸 USA · NASDAQ · Financial Services · Capital Markets

Value itDuel
PriceFinancialsPeers

Price summary

Last Close

304.75 $

Jul 6, 26

Market Cap

24.5 B $

Q1 2026 (TTM)

52-Week Range

265.86 $397.54 $

Return and risk cards

Total Return

%-19.7

Trailing 1-year performance

Volatility

%36.9

Price fluctuation measure

Sharpe Ratio

-1.50

Risk/Return ratio

Sortino Ratio

-1.30

Downside risk/return

Distance to Peak

%-23.3

Difference from 52-week peak

Maximum Drawdown

-%33.1

Deepest 1-year decline

Seasonality

Seasonality Chart

Year 2023
Year 2024
Year 2025
Current Period 2026
3/3 positive months

Periodic Returns

1M

+5.6%

3M

+3.6%

6M

-17.5%

YTD

-14.5%

1Y

-20.4%

3Y

+37.3%

Returns are computed from split-adjusted closes; dividends are not included.

YTD Return — Stock vs Asset Classes

Year-to-date
LPLA-14.5%Gold-3.8%Silver-11.3%S&P 500+9.3%

Stock and gold/silver returns are in USD (metals converted into the stock's currency). The S&P 500 index is measured in its own currency.

Monthly positivity

Monthly Avg Positive/Negative Close

Positive Count
Negative Count
Average Positive %
Average Negative %

Frequently Asked Questions

What is the current LPL Financial Holdings Inc (LPLA) stock price?

LPLA last closed at 304.75 $ (Jul 6, 26). Price data is refreshed after every trading day.

What is the P/E ratio of LPLA?

LPL Financial Holdings Inc trades at a trailing-twelve-month P/E of 27.21. See the comparison tables on the Peers tab for the industry context.

What is the market capitalization of LPL Financial Holdings Inc?

LPL Financial Holdings Inc (LPLA) has a market capitalization of approximately 24.5 B $ as of the latest reported period.

Who are the main competitors of LPLA?

Key peers of LPL Financial Holdings Inc include Washington H Soul Pattinson & Company Ltd, Computershare Ltd, Macquarie Group Ltd, HUB24 Ltd, Tera Yatirim Menkul Degerler A.S.. A detailed metric comparison is available on the Peers tab.

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Data on this page refreshes once per day. Price data as of Jul 6, 26. This content is for informational purposes only and is not investment advice.