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LPL Financial Holdings Inc. Β· NASDAQ
Price: $357.75 Β· Annual div: $1.20/share Β· Frequency: quarterly Β· Payout ratio: 50% Β· Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in LPLA β $10.29M in 10 years Β· $17.69/month
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold LPLA.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| πΊπΈ Roth IRA / 401k | 0% | 0.34% | -2.46% | $34 / yr |
| πΊπΈ US Taxable (15%) β | 15% | 0.29% | -2.51% | $29 / yr |
| πΊπΈ US Taxable (20%) | 20% | 0.27% | -2.53% | $27 / yr |
| π¬π§ UK ISA | 0% | 0.34% | -2.46% | $34 / yr |
| π¬π§ UK Taxable | 8.75% | 0.31% | -2.49% | $31 / yr |
| π¨π¦ TFSA | 0% | 0.34% | -2.46% | $34 / yr |
| π¨π¦ CA Taxable | 25% | 0.26% | -2.54% | $26 / yr |
| π¦πΊ Super (pension) | 15% | 0.29% | -2.51% | $29 / yr |
| π¦πΊ AU Taxable | 30% | 0.24% | -2.56% | $24 / yr |
| π©πͺ DE Taxable | 26.375% | 0.25% | -2.55% | $25 / yr |
| π«π· FR Taxable | 30% | 0.24% | -2.56% | $24 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $1.20/share/yr Β· πΊπΈ US Taxable (15%) Β· static projection (no growth assumed).
LPLA pays quarterly β 4 times per year. Next ex-div: TBD.
How LPLA compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024β2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for LPLA sourced from FMP /financial-growth endpoint β real data, not estimates.
When executives buy their own stock, it's a signal they believe in the dividend's sustainability.
| Insider | Title | Type | Date | Shares | Price | Total Value |
|---|---|---|---|---|---|---|
| A-Award | 2026-08-28 | 4 | β | β | ||
| A-Award | 2026-08-28 | 14 | β | β | ||
| A-Award | 2026-08-28 | 7 | β | β | ||
| A-Award | 2026-08-28 | 2 | β | β | ||
| A-Award | 2026-08-28 | 10 | β | β | ||
| A-Award | 2026-08-28 | 4 | β | β | ||
| A-Award | 2026-08-28 | 3 | β | β | ||
| Sale | 2026-08-27 | 308 | $357.36 | $110.1K | ||
| M-Exempt | 2026-08-20 | 7,189 | $77.53 | $557.4K | ||
| Sale | 2026-08-20 | 4,119 | $355.38 | $1.46M |
Insider transactions sourced from SEC Form 4 filings via Financial Modeling Prep. See disclaimer.
Analyst consensus price target via FMP. Not a guarantee of future performance. Past analyst accuracy varies.
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores β lower dividend cut risk. Data via FMP financial statements.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the LPLA dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer β
LPL Financial Holdings Inc. (LPLA) is currently trading at $357.75, 7% below its 52-week high. The current dividend yield is 0.34% based on an annual payout of $1.20 per share.
LPL Financial Holdings Inc. (LPLA) is a financial services stock currently trading at $357.75 with a dividend yield of 0.34%. The company pays an annual dividend of $1.20 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, LPLA has grown its dividend at a compound annual rate of 20.2%.
Auto-generated from live market data. For educational purposes only β not financial advice.
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