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LPL Financial Holdings Inc (LPLA)
$269.24+0.49 (+0.18%)
Market ClosedLast close Jun 29
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 $269.24 with a market capitalization of $24.2B. Wall Street consensus targets $416.50 (14 analysts), implying a +54.7% move over the next 12 months. The stock is currently near its 52-week low of $260.15, remaining 18.5% below its 200-day moving average. On fundamentals, Piotroski 3/9 flags weak fundamentals, Altman Z in the safe zone. Risk note: MACD remains below its signal line. The Whystock Score of 65/100 suggests a balanced risk-reward profile.
Ecosystem Influences
Sell-side targets imply +54.7% upside over 12 months
Long-term trend bearish (price vs 200-day SMA)
Macro-economic sensitivity to interest rate and inflation shifts
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.
0.33%
ROE
Elite ROE. Management converts capital into profit efficiently.
15.84%
Volume
Today's trading volume
1.53M
Recent News
Client Sues Commonwealth Financial Over Low-Paying Sweep Accounts. He’s Seeking Class Action Status.
A client is suing Commonwealth Financial Network, accusing the wealth management company of breach of fiduciary duty for paying customers low interest on their uninvested cash in so-called sweep accounts. Edward Weyler filed his lawsuit in a federal court in Massachusetts on June 22. Weyler is asking the court for monetary compensation.
Consumer spending rises as inflation speeds up to three-year high
Traders in interest rate futures see 80% odds that the Federal Reserve will raise the federal funds rate by at least a quarter percentage point by the end of this year.
Is the Options Market Predicting a Spike in LPL Financial Stock?
Investors need to pay close attention to LPLA stock based on the movements in the options market lately.
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LPL Financial Holdings (LPLA) Stock Could Be 42.6% Undervalued On Acquisition Integration Hopes
LPL Financial Holdings (LPLA) stock has drawn attention after recent trading, with shares last closing at $304.50. Investors are weighing this price against the company’s current fundamentals and historical total returns. See our latest analysis for LPL Financial Holdings. The recent 7 day share price return of 5.3% and 90 day share price return of 6.71% sit against a weaker year to date share price return, suggesting shorter term momentum for LPL Financial Holdings. At the same time, the 3...