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LPLA
$288.28+4.56 (+1.61%)
After Hours$288.28+0.00 (+0.00%)· Last close Jun 9
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.
Historical Price
Price (Candle)
50-Day SMA
200-Day SMA
Whystock Brain
The Narrative
LPL Financial Holdings Inc. in the Financial Services sector is trading at $288.28. Wall Street consensus targets $416.50 (14 analysts), implying a +44.5% move over the next 12 months. The stock is currently near its 52-week low of $260.15, remaining 13.8% below its 200-day moving average. On fundamentals, Piotroski 3/9 flags weak fundamentals. The Whystock Score of 55/100 suggests a balanced risk-reward profile.
Ecosystem Influences
Sell-side targets imply +44.5% upside over 12 months
Long-term trend bearish (price vs 200-day SMA)
Macro-economic sensitivity to interest rate and inflation shifts
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Peer Comparison
JPMBACGS
Whystock Valuation Model
Anchored to each ticker's own 5-year median trailing P/E, tilted by current ROE and growth. Fair P/E = own median P/E + (ROE × 10) + (max(revenue growth, earnings growth) × 15), capped at ±30% around the historical anchor. Fair Value = (Current Price ÷ Trailing P/E) × Fair P/E. Premium compounders like COST/MSFT are judged against their own multi-year norm rather than a sector median. Falls back to the sector-anchored formula (Tech ≈ 28, Comm Services ≈ 24, Utilities ≈ 18, Financials ≈ 14, etc.) for recent IPOs and tickers with insufficient history (< 24 monthly samples). Result is a normalised multiple gauge — not a price target.
Current Price$288.28
Potential Downside
0%
Whystock Fair Value$288.28
Price
UndervaluedFair ValueOvervalued
Simplified model based on P/E and ROE. Not a substitute for full valuation analysis. Data may be delayed. See our Terms.
Analyst Consensus14 analysts
Buy
Mean target$416.50+44.5%
Range$326.00 – $542.00
Fundamentals
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 br...
Market Cap
Total dollar market value of a company's outstanding shares of stock (Price * Shares).
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P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
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Beta
High-beta play. Expect amplified moves vs. the broad market.
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Div Yield
Low to zero yield. Return is entirely dependent on price appreciation.
0.31%
ROE
Elite ROE. Management converts capital into profit efficiently.
15.84%
Volume
Today's trading volume
730,721
Recent News
Is It Time To Reassess LPL Financial Holdings (LPLA) After Its Recent Share Price Slide?
This article examines whether LPL Financial Holdings stock is starting to look attractive or still pricing in plenty of optimism, by exploring what the current share price might be implying about value. The stock last closed at US$288.49, with a mixed return profile: up 5.4% over the past week but down 11.2% over the past month, down 20.2% year to date, and down 25.6% over the last year, while still showing a 42.9% gain over three years and 112.5% over five years. Recent headlines around LPL...
Week’s Best: Early Retirement Is Often Unintended
Many Americans dream of an early retirement, but for some, it is an unhappy circumstance forced on them. Others cited health issues or job loss as reasons. Guest columnist Robert Gorman, the co-founder of a multibillion-dollar RIA, writes about how his first career as a child actor in Hollywood shaped his approach to wealth management.
2 of Wall Street’s Favorite Stocks to Target This Week and 1 We Find Risky
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
LPL Financial Faces Lawsuit Over Phoenix Annuity Sales
The class action lawsuit alleges the firm concealed financial risks from clients holding variable annuities while collecting millions of dollars in commissions.
LPL Financial Recruits $2 Billion Team From PNC Private Bank
Align Private Wealth is a planning-focused practice serving wealthy families in the Indianapolis market.