LPL Financial Holdings Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 18 out of 117 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 445.09.In the medium term, the stock price is expected to trend down.Despite a weak stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Media Coverage
The current financial score of LPL Financial Holdings Inc is 7.80, ranking 39 out of 117 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 4.89B, representing a year-over-year increase of 40.47%, while its net profit experienced a year-over-year increase of 11.07%.
Key Metrics
The current valuation score of LPL Financial Holdings Inc is 6.16, ranking 88 out of 117 in the Investment Banking & Investment Services industry. Its current P/E ratio is 27.41, which is 30.79% below the recent high of 35.85 and 50.10% above the recent low of 13.68.
The current earnings forecast score of LPL Financial Holdings Inc is 8.00, ranking 22 out of 117 in the Investment Banking & Investment Services industry. The average price target is 420.00, with a high of 491.00 and a low of 380.00.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
The current price momentum score of LPL Financial Holdings Inc is 7.22, ranking 40 out of 117 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 322.27 and the support level at 280.68, making it suitable for range-bound swing trading.
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
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The current institutional shareholding score of LPL Financial Holdings Inc is 10.00, ranking 1 out of 117 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 100.96%, representing a quarter-over-quarter decrease of 1.15%. The largest institutional shareholder is The Vanguard, holding a total of 8.11M shares, representing 10.13% of shares outstanding, with 10.36% 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 current risk assessment score of LPL Financial Holdings Inc is 7.69, ranking 61 out of 117 in the Investment Banking & Investment Services industry. The company's beta value is 0.57. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.
