LPL Financial Holdings Inc. (LPLA) Stock Analysis
Recovery setup
Financial Services · Capital Markets
Sell if holding. At $326.92, A.R:R 0.8:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 9.0%; Leverage penalty (D/E 1.4): -0.5.
LPL Financial is the nation largest independent broker-dealer, supporting more than 32,000 financial advisors and 1,200 financial institutions with approximately 2.4 trillion in custodied assets. Revenue comes from commissions, advisory fees, asset-based fees; client cash... Read more
Sell if holding. At $326.92, A.R:R 0.8:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 9.0%; Leverage penalty (D/E 1.4): -0.5. Chart setup: Death cross but MACD improving, RSI 54. Score 5.9/10, moderate confidence.
Passes 5/7 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMProductclient cash programs10-K Item 1A: 'Our client cash programs generate a significant portion of our revenue'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $326.92, A.R:R 0.8:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 9.0%; Leverage penalty (D/E 1.4): -0.5. Chart setup: Death cross but MACD improving, RSI 54. Prior stop was $304.78. Score 5.9/10, moderate confidence.
Take-profit target: $357.26 (+9.0% upside). Prior stop was $304.78. Stop-loss: $304.78.
Thin upside margin: 9.0%; Leverage penalty (D/E 1.4): -0.5; Below 200-MA, MA slope -2.6%/30d (confirmed downtrend).
LPL Financial Holdings Inc. trades at a P/E of 30.6 (forward 11.8). TrendMatrix value score: 7.7/10. Verdict: Sell.
21 analysts cover LPLA with a consensus score of 4.0/5. Average price target: $411.
What does LPL Financial Holdings Inc. do?LPL Financial is the nation largest independent broker-dealer, supporting more than 32,000 financial advisors and 1,200...
LPL Financial is the nation largest independent broker-dealer, supporting more than 32,000 financial advisors and 1,200 financial institutions with approximately 2.4 trillion in custodied assets. Revenue comes from commissions, advisory fees, asset-based fees; client cash programs generate a significant portion of revenue via interest on deposits.