During the past 3 years, the average Dividends Per Share Growth Rate was 6.30% per year.
During the past 5 years, the average Dividends Per Share Growth Rate was 4.80% per year.
During the past 10 years, the average Dividends Per Share Growth Rate was 2.00% per year.
During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of LPL Financial Holdings was 60.90% per year. The lowest was 0.00% per year. And the median was 1.40% per year.
The growth rate is calculated with least square regression.
For more information regarding to dividend, please check our Dividend Page.
Over the long term, the return from dividends has been a significant contributor to the total returns produced by equity securities. Studies by Elroy Dimson, Paul Marsh, and Mike Staunton of Princeton University (2002) found that a market-oriented portfolio, which included reinvested dividends, would have generated nearly 85 times the wealth generated by the same portfolio relying solely on capital gains.
Dividends may also qualify a lower tax rate for investors.
In dividends investing, Payout Ratio and Dividend Growth Rate are the two most important variables for consideration. A lower payout ratio may indicate that the company has more room to increase its dividends.
LPL Financial Holdings Forward Dividend Yield % Related Terms
LPLA vs TW, IREN, CRCL: Forward Dividend Yield % Comparison
For the Capital Markets subindustry, LPL Financial Holdings's Forward Dividend Yield %, along with its competitors' market caps and Forward Dividend Yield % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
LPL Financial Holdings Forward Dividend Yield % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, LPL Financial Holdings's Forward Dividend Yield % distribution charts can be found below:
* The bar in red indicates where LPL Financial Holdings's Forward Dividend Yield % falls into.
Dividend Yield measures how much a company pays out in dividends each year relative to its share price.
LPL Financial Holdings Recent Full-Year* Dividend History
Amount
Ex-date
Record Date
Pay Date
Type
Frequency
Forex Rate
USD 0.300000
2026-05-21
2026-05-21
2026-06-04
Cash Dividend
quarterly
USD:USD 1.000000
USD 0.300000
2026-03-10
2026-03-10
2026-03-24
Cash Dividend
quarterly
USD:USD 1.000000
USD 0.300000
2025-11-13
2025-11-13
2025-12-01
Cash Dividend
quarterly
USD:USD 1.000000
USD 0.300000
2025-08-15
2025-08-15
2025-08-29
Cash Dividend
quarterly
USD:USD 1.000000
* GuruFocus has an internal rule that if the most recent dividend payment frequency is at least 4 times a year, then the full year will be calculated according to the frequency of payment or the one-year time frame, whichever is stricter.
* GuruFocus converts dividend currency to local traded share price currency in order to calculate dividend yield. Please refer to the last column "Forex Rate" in the above table.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a Forward Dividend Yield % of 0.43% mean?
LPL Financial Holdings (LPLA) has a Forward Dividend Yield % of 0.43% as of Jun. 25, 2026. Forward dividend yield is the ratio of company's expected dividends to the share price. View historical data on LPL Financial Holdings and its competitors. According to the industry distribution chart, LPL Financial Holdings ranks #337 out of 358 companies in the Capital Markets industry, placing it in the top 94.1%.
Is LPL Financial Holdings' Forward Dividend Yield % too high?
LPL Financial Holdings' current Forward Dividend Yield % is 0.43%. The Capital Markets industry median Forward Dividend Yield % is 2.42. LPL Financial Holdings' value of 0.43% is 82.2% below this industry median. Based on the distribution chart, LPL Financial Holdings ranks #337 out of 358 companies in the Capital Markets industry, which is in the bottom quartile relative to peers. Overall, LPL Financial Holdings has a GF Score™ of 86/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does LPL Financial Holdings' Forward Dividend Yield % compare to TW and IREN?
According to the Capital Markets industry distribution chart, LPL Financial Holdings ranks #337 out of 358 companies for Forward Dividend Yield %. This places LPL Financial Holdings in the lower half of its industry. The industry median Forward Dividend Yield % is 2.42. LPL Financial Holdings' value of 0.43% is 82.2% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Dividend Yield % for a Capital Markets company?
The median Forward Dividend Yield % among Capital Markets companies is 2.42, based on 358 companies in the industry. Companies in the top quartile (top 25%) have a Forward Dividend Yield % significantly above this median, while those in the bottom quartile fall well below. However, Forward Dividend Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. LPL Financial Holdings's current Forward Dividend Yield % of 0.43% is 82.2% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Dividend Yield % mean?
A high Forward Dividend Yield % can signal that a stock is expensive relative to its fundamentals. Forward dividend yield is the ratio of company's expected dividends to the share price. View historical data on LPL Financial Holdings and its competitors. For the Capital Markets industry, the median Forward Dividend Yield % is 2.42 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. LPL Financial Holdings's current Forward Dividend Yield % is 0.43%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is LPL Financial Holdings stock overvalued right now?
Based on GuruFocus' analysis, LPL Financial Holdings (LPLA) is currently considered Significantly Undervalued. The stock's GF Value™ is $461.58, compared to a current price of $274.22 — trading 40.6% below its estimated fair value. The current Forward Dividend Yield % is 0.43% and 82.2% below the Capital Markets industry median of 2.42. LPL Financial Holdings' overall GF Score™ is 86/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Dividend Yield % calculated?
Forward Dividend Yield % is calculated from a company's financial statements. For LPL Financial Holdings (LPLA), the current Forward Dividend Yield % is 0.43% as of Jun. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is LPL Financial Holdings (LPLA) Overvalued in 2026?
Based on GuruFocus' analysis, LPL Financial Holdings stock appears to be undervalued.
The current stock price of $274.22 is trading 40.6% below its estimated GF Value™ of $461.58.
GuruFocus considers LPL Financial Holdings to be Significantly Undervalued.
Key valuation signals for LPLA:
Forward Dividend Yield %: 0.43%
GF Value™: $461.58 vs. price of $274.22 (40.6% below fair value)
Industry Position: 82.2% below the Capital Markets median (#337 of 358)
No single metric tells the full story. See the LPLA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
LPL Financial is the largest US independent broker-dealer, with more than 32,000 financial advisors affiliated with its platform and roughly 11 million customer accounts at the end of 2025. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $2.4 trillion in assets under management or advisory on its platform at year-end 2025. LPL specializes in providing turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.
86GF Score
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