The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. The company is performing well in the stock market, with strong fundamentals and technicals supporting the current trend. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
The company's current financial score is 7.84, which is higher than the Investment Banking & Investment Services industry's average of 7.33. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 3.63B, representing a year-over-year increase of 29.40%, while its net profit experienced a year-over-year increase of 10.32%.
The company’s current valuation score is 5.60, which is higher than the Investment Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 24.92, which is -5.42% below the recent high of 23.57 and 32.66% above the recent low of 16.78.
The company’s current earnings forecast score is 8.00, which is higher than the Investment Banking & Investment Services industry's average of 7.34. The average price target for LPL Financial Holdings Inc is 443.00, with a high of 490.00 and a low of 400.00.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
The company’s current price momentum score is 7.26, which is lower than the Investment Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 398.68 and the support level at 338.21, making it suitable for range-bound swing trading.
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The company’s current institutional recognition score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 103.50%, representing a quarter-over-quarter increase of 2.63%. The largest institutional shareholder is The Vanguard, holding a total of 8.04M shares, representing 10.05% of shares outstanding, with 4.46% increase in holdings.
The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.56, which is higher than the Investment Banking & Investment Services industry's average of 5.16. The company's beta value is 0.67. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
