LPL Financial Holdings Inc. (LPLA) Stock Analysis
Recovery setup
Financial Services · Capital Markets
Hold if already holding. Not a fresh buy at $286.09, but acceptable to hold if already in. Reasons: V7 low-quality RISK_OFF penalty: -0.5 (Q=5.1); Leverage penalty (D/E 1.3): -0.5.
LPL Financial is the nation's largest independent broker-dealer and a leading RIA custodian, supporting 32,000+ financial advisors and ~1,200 financial institutions with $2.4T in brokerage and advisory assets. Revenue comes from advisory fees, commissions, client cash program... Read more
Hold if already holding. Not a fresh buy at $286.09, but acceptable to hold if already in. Reasons: V7 low-quality RISK_OFF penalty: -0.5 (Q=5.1); Leverage penalty (D/E 1.3): -0.5. Chart setup: Death cross but MACD improving, RSI 50. Maintain position. Not compelling to add more. Score 5.7/10, moderate confidence.
Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 51d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.
Recent developments
updated 2026-06-09Recent Developments — LPL Financial Holdings Inc.
Latest news
- NEWS KING STREET CAPITAL MANAGEMENT, L.P.'s LPL Financial Holdings Inc(LPLA) Holding History - GuruFocus — GuruFocus neutral
- NEWS LPL Financial Holdings Inc. (LPLA): Stephen Mandel Trims Holding - Insider Monkey — Insider Monkey neutral
- NEWS LPL Financial Holdings Inc. (LPLA): Stephen Mandel Trims Holding - Yahoo Finance — Yahoo Finance negative
- NEWS Leelyn Smith LLC Invests $1.13 Million in LPL Financial Holdings Inc. $LPLA - MarketBeat — MarketBeat positive
- NEWS LPL Financial Holdings Inc. (LPLA): Billionaire Brian Higgins Is Buying This Stock - Insider Monkey — Insider Monkey positive
Generated 2026-06-15T18:11:46Z.
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Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $286.09, but acceptable to hold if already in. Reasons: V7 low-quality RISK_OFF penalty: -0.5 (Q=5.1); Leverage penalty (D/E 1.3): -0.5. Chart setup: Death cross but MACD improving, RSI 50. Maintain position. Not compelling to add more. Target $362.36 (+26.7%), stop $266.36 (−7.4%), A.R:R 2.9:1. Score 5.7/10, moderate confidence.
Take-profit target: $362.36 (+26.5% upside). Target $362.36 (+26.7%), stop $266.36 (−7.4%), A.R:R 2.9:1. Stop-loss: $266.36.
V7 low-quality RISK_OFF penalty: -0.5 (Q=5.1); Leverage penalty (D/E 1.3): -0.5; Negative momentum.
LPL Financial Holdings Inc. trades at a P/E of 25.5 (forward 10.0). TrendMatrix value score: 8.5/10. Verdict: Hold.
22 analysts cover LPLA with a consensus score of 4.1/5. Average price target: $417.
What does LPL Financial Holdings Inc. do?LPL Financial is the nation's largest independent broker-dealer and a leading RIA custodian, supporting 32,000+...
LPL Financial is the nation's largest independent broker-dealer and a leading RIA custodian, supporting 32,000+ financial advisors and ~1,200 financial institutions with $2.4T in brokerage and advisory assets. Revenue comes from advisory fees, commissions, client cash program fees, and service fees; no single advisor or institution accounted for more than 2% of advisory and commission revenue in 2025.