LPL Financial Holdings Inc

Research LPL Financial Holdings Inc (LPLA) on Bullrun: valuation model: 19.7% overvalued, market cap USD 26.13B, P/E 26.3, dividend yield 0.4%. Explore financials, valuation history, model signals, and stock context.

Key Metrics

Valuation Snapshot

Bullrun's latest valuation model marks LPL Financial Holdings Inc as 19.7% overvalued; latest market cap is USD 26.13B; P/E is 26.3; dividend yield is 0.4%.

Peer valuation comparison

Latest P/E is 26.32x versus a Financial Services sector median of 13.41x (96.3% above).

Latest dividend yield is 0.37% versus a Financial Services sector median of 3.66% (89.9% below).

Five-year financial history

YearRevenueNet incomeFree cash flowGross marginDiluted EPSCashTotal debtEquity
FY2025USD 16.99BUSD 863.02M-USD 981.78M23.7%10.92USD 1.04BUSD 7.26BUSD 5.34B
FY2024USD 12.39BUSD 1.06B-USD 284.94M27.2%14.03USD 967.08MUSD 5.49BUSD 2.93B
FY2023USD 10.05BUSD 1.07BUSD 109.33M30.4%13.69USD 465.67MUSD 3.73BUSD 2.08B
FY2022USD 8.60BUSD 845.70MUSD 1.64B27.5%10.4USD 847.52MUSD 2.72BUSD 2.17B

Valuation history

YearSnapshot dateMarket capP/EDividend yieldAnnual dividend/share
20262026-10-12USD 26.13B26.30.4%1.2
20252025-12-31USD 28.60B32.40.3%1.2
20242024-12-31USD 24.38B23.30.4%1.2
20232023-12-29USD 17.21B15.40.5%1.2
20222022-12-30USD 17.21B27.70.5%1
20212021-12-31USD 12.81B28.40.6%1

Dividend history

Latest trailing dividend snapshot: annual dividend/share 1.2 USD, yield 0.4%.

YearDividends/share
FY20251.2 USD
FY20241.2 USD
FY20231.2 USD
FY20221 USD

About LPL Financial Holdings Inc

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;

ETFs that hold LPL Financial Holdings Inc

LPL Financial Holdings Inc is one of the ten largest holdings of 3 ETFs that investors in Europe can buy, most traded first:

ETFWeightTER
VanEck Morningstar US ESG Wide Moat UCITS ETF2.71%0.49%
iShares Ageing Population UCITS ETF USD (Acc)0.59%0.40%
VanEck Morningstar US Wide Moat UCITS ETF A Acc2.78%0.46%

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Frequently asked questions

Is LPL Financial Holdings Inc overvalued or undervalued?

Bullrun's valuation model currently marks LPL Financial Holdings Inc as 19.7% overvalued.

What is LPL Financial Holdings Inc's market cap?

LPL Financial Holdings Inc's market capitalization is USD 26.13B.

What is LPL Financial Holdings Inc's P/E ratio?

LPL Financial Holdings Inc's price-to-earnings (P/E) ratio is 26.3.

Does LPL Financial Holdings Inc pay a dividend?

LPL Financial Holdings Inc has a dividend yield of 0.4%.

What does LPL Financial Holdings Inc do?

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.