LPLA — LPL Financial Holdings Inc.
LPL Financial Holdings Inc. (LPLA)
LPLA pays a 0.32% distribution rate, quarterly. Its Distribution Safety Score™ is 94 (Safe), giving a Safety-Adjusted Yield of 0.30%. Total return is 1393.7% over the past 15.7 years, 638.7 points ahead of SPY at 755.0%. Its deepest 1-year drawdown was 32.3%.
LPL Financial Holdings Inc. operates an integrated brokerage and investment advisory platform serving independent financial advisors and institutional advisors in the United States, offering services including brokerage products (annuities, mutual funds, equities, fixed income), fee-based advisory platforms, retirement solutions, and technology tools for advisor practices. The company pays a modest quarterly distribution with a low current distribution rate. LPL Financial appeals to income investors seeking exposure to the financial services sector, though the distributions are limited relative to equity price appreciation potential.
LPLA key facts
- Distribution Safety Score™
- 94 · Safe
- Safety-Adjusted Yield
- 0.30%
- Asset type
- Stock
- Asset class
- Equity
- Inception date
- 11/18/2010
- Distribution rate
- 0.32%
- Distribution frequency
- Quarterly
- Trailing yield
- 0.32%
- 5-year average yield
- 0.45
- Last close
- $370.67
- Market cap
- $29,187,405,824
- Average volume
- 392470.0
- Last dividend
- $0.3000
- Ex-dividend date
- 08/14/2026
- Payment date
- 08/28/2026
- Beta
- 0.479
- Payout ratio
- 0.0549
- P/E ratio
- 30.0381
- Forward P/E
- 13.986
- EPS
- $12.34
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Income is not the same as return. Distribution yield measures cash paid to investors; total return also includes price changes. Compare both, especially for option-income and other high-distribution funds.
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