LPL Financial Holdings stock
LPLANASDAQLPL Financial Holdings Inc., Financial ServicesISIN US50212V1008
78Score 78 out of 100, Strong
Price and trend
46 / 100
Price history
−22% in one yearThe chart shows daily closes over 16 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Below the 200-day line: the price is 8.5% below it.
Since November 2026 the 50-day line has been below the 200-day line; the trend has turned down.
Normal: the price is neither overheated nor sold off (RSI 42).
The price is 26% below its 52-week high. Largest decline in 16 years: 70% (March 2014 to February 2016).
Chart figures for advanced users
- SMA 50$319.24
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$319.47
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)42
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$265.86
- The lowest closing price of the last twelve months.
- Resistance$393.25
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- LPL Financial Holdings Inc. belongs to the Financial (Capital Markets) industry (United States) and, with a market value of $22.76B, is number 12 of 83 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $16.99B (up 37.2% year on year) and earnings of $863.02M (down 18.5%).
- For fiscal 2026, analysts expect on average revenue of $20.77B (up 22.2%) and adjusted earnings per share of $23.35 (up 16.2%).
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- MEQIRI Score 78 out of 100 (Strong): rank 132 of 975 in Financial Services, median 68.
- The P/E is 16.6 (Financial (Capital Markets) median 14.3, own median of recent years 18.9).
- Our model puts fair value at $313.25, with the price 7% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- High return on equityReturn on equity 24.7% over the last 12 months.Profitability 89
- Growing faster than its industryRevenue up 23.7% a year since 2020, Financial (Capital Markets) median 12.6%.Growth 97
- Reliable dividendNo dividend cut for 14 years.Capital allocation 87
Weaknesses
None of our weakness checks flags anything. Crash risk is measured separately.
Its standout strengths are fundamentals and growth, while technical analysis and momentum hold the score back.
Daily figure as of 13 Nov 2026
How the score is calculatedScore overview
Score since yesterday from 80 to 78.
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk high
How well MEQIRI warnsOne of the 30% with the highest crash risk among stocks ranked 101 to 1,000.
From 2016 to 2025, 23 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What drives the risk
- high growth grade (crashed more often in the backtest)
- high price swings
What lowers it
- solid fundamentals
Valuation
Valuation signal
Fairly valuedIn our model the price counts as cheap below $240.96 and expensive above $447.49 (uncertainty medium, based on the price swings of the past year).
The two parts of the fair value come to $374.78 (excess return model) and $251.71 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 11.2%. At 12.2% the fair value would be $290.92, at 10.2% it would be $342.55.
Valuation metrics
Half from the excess return model, half from earnings times the industry P/E (14.3).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 31% on the twelve months before. Revenue has grown strongly since 2006, at around 13% per year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 13%, net 5%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 4 Feb 2027in 83 days
- Last reported
- 27 Oct 2026EPS reported $5.97 (expected $5.66)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $23.35−0.4%
- Revenue
- $20.77B−0.2%
- Earnings per share
- $29.79−1.9%
- Revenue
- $23.72B−1.0%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook mixed
Share price after the results: −15.1%LPL narrowed its 2026 core G&A outlook to $2.140 to $2.160 billion, while the Commonwealth integration now points to about 83% asset retention and roughly $415 million run-rate EBITDA, lower than earlier hopes, with higher interest expense and depreciation expected in Q4.
“We now anticipate 2026 core G&A to be in a range of [ $2.140 billion to $2.160 billion ].”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 27 Oct 2026 (fiscal Q3 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 4 insiders sold, $2.17M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at LPL Financial Holdings
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
975 rated companies in Financial Services
- This company
- 78
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Financial (Capital Markets)
The next larger and next smaller companies by market value
- Tradeweb MarketsTW $28.44B76
- Nomura HoldingsNMR $28.39B69
- CSC Financial601066.SS $25.27B60
- Huatai Securities601688.SS $23.16B60
- China Merchants Securities600999.SS $20.68B71
- GF Securities000776.SZ $20.56B66
- China International Capital3908.HK $18.2B67
- Circle Internet GroupCRCL $16.37B43
ETFs that hold LPL Financial Holdings
Held by 75 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| VanEck Morningstar US ESG Wide Moat UCITS ETFGMVM | 2.17% | 0.49% | €375.33M |
| iShares Ageing Population UCITS ETF2B77 | 0.50% | 0.40% | €813.42M |
| iShares MSCI USA Mid-Cap Equal Weight UCITS ETFQDVC | 0.34% | 0.20% | €272.21M |
Show 5 more
| Xtrackers MSCI USA Financials UCITS ETF 1DXUFN | 0.30% | 0.12% | €1.08B |
| Deka MSCI USA MC UCITS ETFEL41 | 0.29% | 0.30% | €52.63M |
| First Trust US Large Cap Core AlphaDEX UCITS ETFFTGU | 0.17% | 0.75% | €142.73M |
| Xtrackers MSCI World Financials UCITS ETF 1CXDWF | 0.16% | 0.25% | €1.45B |
| iShares MSCI World Mid-Cap Equal Weight UCITS ETF USDIS3T | 0.14% | 0.30% | €411.06M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 18 Oct 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.