LPL Financial Holdings Inc. (LPLA) Stock Analysis
Recovery setup
Financial Services · Capital Markets
Sell if holding. Multiple concerning factors at $297.44: Leverage penalty (D/E 1.3): -0.5; Below 200-MA, MA slope -3.4%/30d (confirmed downtrend).
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
Sell if holding. Multiple concerning factors at $297.44: Leverage penalty (D/E 1.3): -0.5; Below 200-MA, MA slope -3.4%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 60. Score 5.9/10, moderate confidence.
Passes 8/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 45d clear, semi cycle peak clear, materials cycle peak clear). Suitability: moderate.
Recent developments
updated 2026-06-15Recent 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
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Multiple concerning factors at $297.44: Leverage penalty (D/E 1.3): -0.5; Below 200-MA, MA slope -3.4%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 60. Prior stop was $276.70. Score 5.9/10, moderate confidence.
Take-profit target: $362.36 (+21.8% upside). Prior stop was $276.70. Stop-loss: $276.70.
Leverage penalty (D/E 1.3): -0.5; Below 200-MA, MA slope -3.4%/30d (confirmed downtrend).
LPL Financial Holdings Inc. trades at a P/E of 26.6 (forward 10.4). TrendMatrix value score: 8.2/10. Verdict: Sell.
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.