LPL Financial Holdings Inc. (LPLA) Stock Analysis
Oversold Bounce setup
Financial Services · Capital Markets
Hold if already holding. Not a fresh buy at $287.36, 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 $287.36, 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: Oversold RSI 27, near Bollinger lower, volume surge. 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 72d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.
Recent Developments — LPL Financial Holdings Inc.
Latest news
- KING STREET CAPITAL MANAGEMENT, L.P.'s LPL Financial Holdings Inc(LPLA) Holding History - GuruFocus — GuruFocus neutral
- LPL Financial Holdings Inc. (LPLA): Stephen Mandel Trims Holding - Insider Monkey — Insider Monkey neutral
- LPL Financial Holdings Inc. (LPLA): Stephen Mandel Trims Holding - Yahoo Finance — Yahoo Finance negative
- Leelyn Smith LLC Invests $1.13 Million in LPL Financial Holdings Inc. $LPLA - MarketBeat — MarketBeat positive
- LPL Financial Holdings Inc. (LPLA): Billionaire Brian Higgins Is Buying This Stock - Insider Monkey — Insider Monkey positive
Generated 2026-05-20T21:06:21Z.
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
1 floor-breaker
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $287.36, 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: Oversold RSI 27, near Bollinger lower, volume surge. Maintain position. Not compelling to add more. Target $362.98 (+26.3%), stop $275.73 (−4.2%), A.R:R 2.7:1. Score 5.7/10, moderate confidence.
Take-profit target: $362.98 (+26.3% upside). Target $362.98 (+26.3%), stop $275.73 (−4.2%), A.R:R 2.7:1. Stop-loss: $275.73.
V7 low-quality RISK_OFF penalty: -0.5 (Q=5.1); Leverage penalty (D/E 1.3): -0.5; Negative news sentiment (-0.60).
LPL Financial Holdings Inc. trades at a P/E of 26.6 (forward 10.4). 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.