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LPLA
$327.58+6.73 (+2.10%)
Pre-Market$333.30+5.72 (+1.75%)· Last close May 5
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 $327.58. The stock is currently 19% below its 52-week high of $403.58, remaining 5.0% below its 200-day moving average. Technical signals show neutral RSI of 48 and bearish MACD signal, explaining why LPLA maintains its current current market pressure. The Whystock Score of 60/100 suggests a balanced risk-reward profile.
Ecosystem Influences
Neutral momentum (RSI 48) — price action in range
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
Whystock fair value is estimated using a trailing P/E model adjusted for return on equity: Fair P/E = 18 + (ROE × 20). Fair Value = (Current Price ÷ Trailing P/E) × Fair P/E. A base P/E of 18 represents a typical market multiple, scaled upward for companies that earn high returns on equity. The result is a theoretical "normalised" price — not a price target or investment advice. Large deviations are common for high-growth or loss-making companies.
Current Price$327.58
Potential Downside
26.1%
Whystock Fair Value$242.09
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$416.71+27.2%
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).
$26.28B
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
30.02
Beta
Defensive asset. Lower volatility than the S&P 500.
0.57
Div Yield
Strong income play. Yield provides a meaningful total return floor.
37.00%
ROE
Elite ROE. Management converts capital into profit efficiently.
20.92%
Volume
Today's trading volume
430,900
Recent News
‘Tech Is Back’: Fund Investors Recovered in April
After a rough first quarter, the average stock fund jumped 10.3% for the month. Plus: A Financial Flashback to the 130th anniversary of the Dow.
LPL Financial Holdings Inc. (NASDAQ:LPLA) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
The first-quarter results for LPL Financial Holdings Inc. ( NASDAQ:LPLA ) were released last week, making it a good...
LPLA Q1 Deep Dive: Organic Asset Growth and AI Strategy Amid Margin Compression
Independent financial services firm LPL Financial (NASDAQ:LPLA) fell short of the market’s revenue expectations in Q1 CY2026, but sales rose 34.6% year on year to $4.94 billion. Its non-GAAP profit of $5.60 per share was 2.5% above analysts’ consensus estimates.
Here’s When ‘Sell in May and Go Away’ Actually Makes Sense
The phrase dates back to 18th century London, when months-long vacations were the norm for the financial elite–and no one else.
Investors Look Past LPL Financial’s Strong Earnings at Potential AI Threats. The Stock Is Down.
LPL Financial reported strong first-quarter earnings, but investors are focused on how artificial intelligence could disrupt the wealth manager and shares of LPL fell Friday morning. The company reported adjusted earnings per share of $5.60, beating Wall Street forecasts of $5.48, according to FactSet. Revenue came in at $4.9 billion for the quarter compared with analyst expectations of $4.5 billion.