LPLA
Next earnings: Jul 30, 2026 · After close
Signal
Mixed11
Price
1
Move-4.64%Selling pressure
Volume
1
Volume1.2× avgNormal activity
Technical
1
RSIRSI 60Momentum positive
PRICE
Prev Close
334.13
Open
334.15
Day Range318.20 – 339.94
318.20
339.94
52W Range281.51 – 403.58
281.51
403.58
30% of range
VOLUME & SIZE
Avg Volume
1.0M
FUNDAMENTALS
P/E Ratio
28.7x
EPS (TTM)
Div Yield
0.00%
Beta
1.14
Market-like
Quick Read
TrendInsufficient MA data
Momentum
BULLISH
revenue +38% YoY
Valuation
EXPENSIVE
P/E 29x vs ~20x sector
Health
WEAK
CR 0.0 (low) · FCF negative
Lean Bearish
Key MetricsTTM
Market Cap$25.55B
Revenue TTM$18.26B
Net Income TTM$900.86M
Free Cash Flow-$1.10B
Gross Margin23.6%
Net Margin4.9%
Operating Margin9.7%
Return on Equity17.0%
Return on Assets4.8%
Debt / Equity1.26
Current Ratio0.00
EPS TTM$11.24

Intelligence analysis not yet available for this stock. Full AI-powered analysis may be available on the intelligence page.

Health Radar
1 strong3 watch2 concern
37/100
Liquidity
0.00Concern
Leverage
1.26Watch
Coverage
4.2xWatch
ROE
17.0%Strong
ROIC
13.8%Watch
Cash
$1.0BConcern
ANALYST COVERAGE20 analysts
BUY
+39.7%upside to target
L $374.00
Med $445.00consensus
H $500.00
Buy
1260%
Hold
840%
12 Buy (60%)8 Hold (40%)0 Sell (0%)
Full report →
Stock Health
Composite Score
3 of 4 signals bullish
8/10
Technicals
RSI RangeRSI 60 — Bullish momentum
Fundamentals
Last EarningsBeat estimates
Analyst ConsensusBuy
LiquidityCurrent Ratio 0.00 — liquidity risk

1 signal unavailable — limited data for this stock

Upcoming Events
EEarnings ReportMay 4, 2026
Tomorrow
DEx-Dividend DateJul 31, 2026
In 89 days
PDividend PaymentAug 14, 2026
In 103 days
Technicals
Technical SetupBEARISH
Technicals →

Trend

DowntrendGolden Cross · 50D leads 200D by 8.6%

-11.2% vs SMA 50 · -3.5% vs SMA 200

Momentum

RSI59.7
Positive momentum, not extended
MACD-4.73
Below zero — bearish pulse · compressing
Market Position
Price Levels
52W High
$403.6+26.7%
EMA 50
$357.2+12.1%
EMA 200
$330.1+3.6%
Current
$318.6
52W Low
$281.5-11.6%
52-Week RangeMid-range
$281.530th %ile$403.6
Earnings & Analysts

ANALYST ESTIMATES

Consensus of 12 analysts
Analyst revisions:EPS↓ Revised DownRevenue↓ Revised Down

Analyst consensus estimates · Actuals replace estimates as reported

YearRevenue Est.Rev GthEPS Est.EPS GthRangeAnalysts
FY2024
$12.1B
$12.1B$12.1B
$16.20
±1%
High12
FY2025
$16.8B
$16.8B$16.9B
+39.0%$19.81+22.3%
±1%
High11
FY2026(current)
$20.5B
$20.0B$21.2B
+21.8%$22.67+14.4%
±14%
High11
Range confidence:Tight (high)ModerateWide (low)
🔥Beat 8 consecutive quarters
Earnings HistoryLPLA
Last 8Q
+8.0%avg beat
Beat 8 of 8 quarters Estimates rising
+5%
Q3'24
+12%
Q4'24
+6%
Q1'25
+10%
Q2'25
+7%
Q3'25
+16%
Q4'25
+6%
Q1'26
+2%
Q2'26
Beat
Miss
Estimate
Deeper color = bigger beat/miss
Analyst Activity
All ratings →
No recent activity
Raymond JamesUnderperform → Market Perform
Oct 9
UPGRADE
UBSBuy
Jan 6
UPGRADE
Cowen & Co.Hold → Buy
Dec 19
UPGRADE
Wells FargoEqual-Weight → Overweight
Oct 9
UPGRADE
Bank of America Sec…Neutral → Buy
Jul 30
UPGRADE
Morgan StanleyUnderperform → Overweight
Apr 9
UPGRADE
CFRABuy
Mar 14
UPGRADE
Credit SuisseOutperform
Nov 1
UPGRADE
Insider Activity
SEC Filings →
0 Buys/6 SellsNet Selling
NET SELLERS$0 bought · $519K sold · 30d window
Audette Matthew JPresident and …
$107K
Apr 14
SELL
Audette Matthew JPresident and …
$45K
Apr 14
SELL
Audette Matthew JPresident and …
$72K
Apr 15
SELL
Audette Matthew JPresident and …
$62K
Apr 15
SELL
Audette Matthew JPresident and …
$197K
Apr 15
SELL
Audette Matthew JPresident and …
$35K
Apr 15
SELL
Financials
Dividends0.38% yield
3 yrs of payments
Annual Yield0.38%
Quarterly Div.$0.3000
Est. Annual / Share$1.20
FrequencyQuarterly
Q3'24
Q4'24
Q1'25
Q2'25
Q3'25
Q4'25
Q1'26
Q2'26

Dividend per payment — last 8 periods

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News & Activity

LPLA News

20 articles · 4h ago

About

lpl financial, a wholly owned subsidiary of lpl financial holdings inc. (nasdaq:lpla), is a leader in the retail financial advice market and currently serves $462 billion in advisory and brokerage assets. lpl is one of the fastest growing ria custodians and is the nation's largest independent broker-dealer (based on total revenues, financial planning magazine june 1996-2015). the company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. advisors associated with lpl also service an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets, as of september 30, 2015. lpl also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customi

CEO
Mark Casady
Matthew Jon AudettePresident & Chief Financial Officer
Judith Kohoskie RickettsExecutive Vice President of Operations
Katelyn ShackletonExecutive Vice President of Corporate Strategy & New Ventures