Indicators
Indicators
Value
Direction
MACD(12,26,9)
-3.936
Neutral
RSI(14)
49.135
Neutral
STOCH(KDJ)(9,3,3)
22.447
Neutral
ATR(14)
10.502
High Vlolatility
CCI(14)
-72.454
Neutral
Williams %R
70.429
Sell
TRIX(12,20)
0.155
Sell
StochRSI(14)
49.369
Buy
LPL Financial Holdings Inc
LPLA362.460USD
+9.720+2.76%
Close 12/19, 16:00（ET）Quotes delayed by 15 min
29.01BMarket Cap
33.53P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of LPL Financial Holdings Inc
Currency: USD Updated: 2025-12-19Key Insights
LPL Financial Holdings Inc's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 28/116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 434.08.In the medium term, the stock price is expected to remain stable.The company has been performing well in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
LPL Financial Holdings Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
16
analysts
Buy
Current Rating
434.077
Target Price
+17.80%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
LPL Financial Holdings Inc Highlights
StrengthsRisks
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 43.95% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 12.26B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 8.48%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 8.48%.
Undervalued
The company’s latest PB is 5.75, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 81.75M shares, decreasing 2.63% quarter-over-quarter.
Held by ETHSX
Star Investor ETHSX holds 23.16K shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-19The current financial score of LPL Financial Holdings Inc is 6.96, ranking 55/116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 4.51B, representing a year-over-year increase of 46.45%, while its net profit experienced a year-over-year increase of 111.56%.
Score
Financials
9.66
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
10.00
Operational Efficiency
2.88
Growth Potential
7.49
Shareholder Returns
4.75
LPL Financial Holdings Inc's Company Valuation
Currency: USD Updated: 2025-12-19The current valuation score of LPL Financial Holdings Inc is 6.16, ranking 88/116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 33.53, which is 6.89% below the recent high of 35.84 and 59.21% above the recent low of 13.68.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 28/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-19The current earnings forecast score of LPL Financial Holdings Inc is 8.13, ranking 17/116 in the Investment Banking & Investment Services industry. The average price target for LPL Financial Holdings Inc is 420.00, with a high of 491.00 and a low of 380.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
16
analysts
Buy
Current Rating
434.077
Target Price
+17.80%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
26
Total
10
Median
10
Average
Company name
Ratings
Analysts
LPL Financial Holdings Inc
LPLA
16
Morgan Stanley
MS
25
Goldman Sachs Group Inc
GS
24
Citigroup Inc
C
23
Charles Schwab Corp
SCHW
22
eToro Group Ltd
ETOR
15
1
2
3
4
5
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-19The current price momentum score of LPL Financial Holdings Inc is 7.27, ranking 72/116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 390.85 and the support level at 334.39, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
362.464
Sell
MA10
371.093
Sell
MA20
363.818
Sell
MA50
356.716
Buy
MA100
352.873
Buy
MA200
352.805
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-19The current institutional shareholding score of LPL Financial Holdings Inc is 10.00, ranking 1/116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 102.14%, representing a quarter-over-quarter decrease of 1.32%. The largest institutional shareholder is The Vanguard, holding a total of 8.27M shares, representing 10.33% of shares outstanding, with 12.54% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Boston Partners
BlackRock Institutional Trust Company, N.A.
MFS Investment Management
Janus Henderson Investors
Kayne Anderson Rudnick Investment Management, LLC
Principal Global Investors (Equity)
1
2
Risk Assessment
Currency: USD Updated: 2025-12-19The current risk assessment score of LPL Financial Holdings Inc is 7.58, ranking 57/116 in the Investment Banking & Investment Services industry. The company's beta value is 0.58. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.58
VaR
+3.54%
240-Day Maximum Drawdown
+26.09%
240-Day Volatility
+44.36%
Return
Best Daily Return
60 days
+11.47%
120 days
+11.47%
5 years
+11.73%
Worst Daily Return
60 days
-4.72%
120 days
-7.51%
5 years
-12.35%
Sharpe Ratio
60 days
+1.17
120 days
-0.05
5 years
+0.75
Risk Assessment
Maximum Drawdown
240 days
+26.09%
3 years
+33.18%
5 years
+33.18%
Return-to-Drawdown Ratio
240 days
+0.30
3 years
+0.48
5 years
+0.92
Skewness
240 days
-0.00
3 years
-0.30
5 years
-0.37
Volatility
Realised Volatility
240 days
+44.36%
5 years
+37.48%
Standardised True Range
240 days
+3.21%
5 years
+2.03%
Downside Risk-Adjusted Return
120 days
-6.07%
240 days
-6.07%
Maximum Daily Upside Volatility
60 days
+35.66%
Maximum Daily Downside Volatility
60 days
+29.35%
Liquidity
Average Turnover Rate
60 days
+1.00%
120 days
+1.10%
5 years
--
Turnover Deviation
20 days
+8.08%
60 days
+1.49%
120 days
+12.42%
Peer Comparison
Investment Banking & Investment Services
LPL Financial Holdings Inc
LPLA
7.50 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.78 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.27 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.24 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DBRG
8.15 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of LPL Financial Holdings Inc?
The TradingKey Stock Score provides a comprehensive assessment of LPL Financial Holdings Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of LPL Financial Holdings Inc’s performance and outlook.
How do we generate the financial health score of LPL Financial Holdings Inc?
To generate the financial health score of LPL Financial Holdings Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects LPL Financial Holdings Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of LPL Financial Holdings Inc.
How do we generate the company valuation score of LPL Financial Holdings Inc?
To generate the company valuation score of LPL Financial Holdings Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare LPL Financial Holdings Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of LPL Financial Holdings Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of LPL Financial Holdings Inc.
How do we generate the earnings forecast score of LPL Financial Holdings Inc?
To calculate the earnings forecast score of LPL Financial Holdings Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on LPL Financial Holdings Inc’s future.
How do we generate the price momentum score of LPL Financial Holdings Inc?
When generating the price momentum score for LPL Financial Holdings Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of LPL Financial Holdings Inc’s prices. A higher score indicates a more stable short-term price trend for LPL Financial Holdings Inc.
How do we generate the institutional confidence score of LPL Financial Holdings Inc?
To generate the institutional confidence score of LPL Financial Holdings Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about LPL Financial Holdings Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of LPL Financial Holdings Inc.
How do we generate the risk management score of LPL Financial Holdings Inc?
To assess the risk management score of LPL Financial Holdings Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of LPL Financial Holdings Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of LPL Financial Holdings Inc.
