Basis: Trailing twelve months (TTM). Source: stored company filings and market data; unavailable inputs remain N/A.
The yield on cost (YOC) is 0.38%.
YIELD ON COST (YOC)
0.38%
LPLA now pays $1.20 per share a year. Measured against the price it actually traded at back then, a long-term holder is earning:
| If you bought | Price then | Yield on cost today |
|---|---|---|
| 10 years ago(2016-09-30) | $29.91 | 4.01% |
| 5 years ago(2021-09-28) | $158.01 | 0.76% |
| 3 years ago(2023-09-29) | $237.65 | 0.50% |
| 1 year ago(2025-09-29) | $340.60 | 0.35% |
| Buying today(at $316.44) | $316.44 | 0.38% |
Projection: starting from today's 0.38% yield, assuming the dividend keeps compounding at 5.0% a year — the recent growth rate of its annual payout. Boards set dividends each year, so actual figures will differ.
Today
0.38%
In 3 years
0.44%
In 5 years
0.48%
In 10 years
0.60%
Try your own purchase price, dividend and growth rate for LPL Financial Holdings Inc. (LPLA).
Starting Yield
0.38%
Ending YOC
0.65%
Year 15 Dividend
$2.07
Cum. Dividends Recd.
$24.39
| Year | Projected Div. / Share | YoY Dividend Hike | Yield on Cost (YOC) | Total Dividends Recd. |
|---|---|---|---|---|
| Initial | $1.20 | N/A | 0.38% | $0.00 |
| Year 1 | $1.24 | +3.71% | 0.39% | $1.24 |
| Year 2 | $1.29 | +3.71% | 0.41% | $2.54 |
| Year 3 | $1.34 | +3.71% | 0.42% | $3.87 |
| Year 4 | $1.39 | +3.71% | 0.44% | $5.26 |
| Year 5 | $1.44 | +3.71% | 0.45% | $6.70 |
| Year 6 | $1.49 | +3.71% | 0.47% | $8.19 |
| Year 7 | $1.55 | +3.71% | 0.49% | $9.74 |
| Year 8 | $1.61 | +3.71% | 0.51% | $11.35 |
| Year 9 | $1.67 | +3.71% | 0.53% | $13.02 |
| Year 10 | $1.73 | +3.71% | 0.55% | $14.74 |
| Year 11 | $1.79 | +3.71% | 0.57% | $16.53 |
| Year 12 | $1.86 | +3.71% | 0.59% | $18.39 |
| Year 13 | $1.93 | +3.71% | 0.61% | $20.32 |
| Year 14 | $2.00 | +3.71% | 0.63% | $22.32 |
| Year 15 | $2.07 | +3.71% | 0.65% | $24.39 |
Yield on cost is the dividend yield measured against your original purchase price, not today's price. As a company raises its dividend, the yield on what you actually paid keeps rising even when the market yield holds steady.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
