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LPL Financial Holdings Inc (LPLA)
$328.70+5.38 (+1.66%)
Market ClosedLast close Jul 24
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 $328.70 with a market capitalization of $24.2B. Wall Street consensus targets $412.29 (14 analysts), implying a +25.4% move over the next 12 months. The stock is currently 19% below its 52-week high of $403.58, remaining 0.0% below its 200-day moving average. On fundamentals, Piotroski 3/9 flags weak fundamentals, Altman Z in the safe zone. Risk note: RSI 70 is overbought against a weak tape. The Whystock Score of 65/100 suggests a balanced risk-reward profile.
Ecosystem Influences
Sell-side targets imply +25.4% upside over 12 months
Long-term trend bearish (price vs 200-day SMA)
Overbought RSI 70 against a weak tape — risk of pullback
Quarterly Financials
| Metric (USD) | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Total Revenue | $4.94B↑ | $4.93B↑ | $4.55B↑ | $3.84B↑ | $3.67B |
| Gross Profit | $1.22B↑ | $1.17B↑ | $898.01M↓ | $989.47M↑ | $966.40M |
| Operating Income | $584.88M↑ | $503.17M↑ | $72.18M↓ | $474.44M↓ | $503.12M |
| Net Income | $356.40M↑ | $300.72M↑ | -$29.52M↓ | $273.25M↓ | $318.57M |
Peer Comparison
JPMBACGS
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).
$24.18B
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
-
Beta
High-beta play. Expect amplified moves vs. the broad market.
-
Div Yield
Low to zero yield. Return is entirely dependent on price appreciation.
0.27%
ROE
Elite ROE. Management converts capital into profit efficiently.
15.84%
Volume
Today's trading volume
503,366
Recent News
Raymond James Lures $1B Califoria Team From Stifel
KWM Wealth Advisory is based in Pasadena and also has a presence in Honolulu. Team leaders said they were attracted by Raymond James’ focus on technology.
LPL Financial Holdings Inc. (LPLA) Reports Next Week: Wall Street Expects Earnings Growth
LPL Financial (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Claude AI Bought This Overlooked Stock. Here’s Why You Should Pay Attention
LPL Financial Holdings (NASDAQ:LPLA) doesn’t manage money directly. It gives independent financial advisors the tools to run their own practices like trading platforms, compliance support, custody services, and a place to park client accounts. Advisors leave big banks like Merrill or Morgan Stanley and set up under LPL’s roof instead. LPL takes a cut of […]
With Good Life Deal, LPL Again Takes Advantage of 'Sticky' Business
The move for $15 billion Good Life differs from its trickier Commonwealth acquisition, which sources say has recently included bidding against RIA aggregators to keep a team.
Wall Street Sees an Early Autumn Pullback While Keeping the Bull Market Intact
Morgan Stanley’s Mike Wilson expects stocks to stumble through the seasonally weak late-summer months before a broader rally lifts the S&P 500 to 8,000 by year-end.