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LPLA
Stock ticker: NASDAQ
AS OF
Aug 8 closing price
Price
$369.84
Change
+$0.99 (+0.27%)
Capitalization
29.59B

LPLA stock forecast, quote, news & analysis

LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions... Show more

LPLA
Daily Signalchanged days ago
Gain/Loss if bought
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A.I.Advisor
published price charts
These past five trading days, the stock lost 0.00% with an average daily volume of 0 shares traded.The stock tracked a drawdown of 0% for this period. LPLA showed earnings on July 31, 2025. You can read more about the earnings report here.
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A.I.Advisor
a Summary for LPLA with price predictions
Aug 08, 2025

LPLA in upward trend: 10-day moving average broke above 50-day moving average on July 29, 2025

The 10-day moving average for LPLA crossed bullishly above the 50-day moving average on July 29, 2025. This indicates that the trend has shifted higher and could be considered a buy signal. In of 14 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where LPLA advanced for three days, in of 370 cases, the price rose further within the following month. The odds of a continued upward trend are .

The Aroon Indicator entered an Uptrend today. In of 381 cases where LPLA Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Bearish Trend Analysis

The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In of 63 cases where LPLA's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are .

The Momentum Indicator moved below the 0 level on August 06, 2025. You may want to consider selling the stock, shorting the stock, or exploring put options on LPLA as a result. In of 80 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .

The Moving Average Convergence Divergence Histogram (MACD) for LPLA turned negative on August 04, 2025. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 45 similar instances when the indicator turned negative. In of the 45 cases the stock turned lower in the days that followed. This puts the odds of success at .

LPLA moved below its 50-day moving average on August 01, 2025 date and that indicates a change from an upward trend to a downward trend.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where LPLA declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

LPLA broke above its upper Bollinger Band on July 30, 2025. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.

Fundamental Analysis (Ratings)

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 77, placing this stock better than average.

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. LPLA’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.831) is normal, around the industry mean (21.734). P/E Ratio (25.349) is within average values for comparable stocks, (59.285). Projected Growth (PEG Ratio) (1.553) is also within normal values, averaging (2.389). Dividend Yield (0.003) settles around the average of (0.037) among similar stocks. P/S Ratio (2.004) is also within normal values, averaging (1561534.750).

A.I.Advisor
published Dividends

LPLA is expected to pay dividends on August 29, 2025

LPL Financial Holdings LPLA Stock Dividends
A dividend of $0.30 per share will be paid with a record date of August 29, 2025, and an ex-dividend date of August 15, 2025. The last dividend of $0.30 was paid on June 12. Read more...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Morgan Stanley (NYSE:MS), Goldman Sachs Group (NYSE:GS), Charles Schwab Corp (The) (NYSE:SCHW).

Industry description

These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.

Market Cap

The average market capitalization across the Investment Banks/Brokers Industry is 10.1B. The market cap for tickers in the group ranges from 13 to 928.5B. PKRSF holds the highest valuation in this group at 928.5B. The lowest valued company is BFCH at 13.

High and low price notable news

The average weekly price growth across all stocks in the Investment Banks/Brokers Industry was 11%. For the same Industry, the average monthly price growth was 1%, and the average quarterly price growth was 11%. CYFRD experienced the highest price growth at 783%, while PIHG experienced the biggest fall at -26%.

Volume

The average weekly volume growth across all stocks in the Investment Banks/Brokers Industry was -12%. For the same stocks of the Industry, the average monthly volume growth was -21% and the average quarterly volume growth was -26%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 58
P/E Growth Rating: 59
Price Growth Rating: 56
SMR Rating: 72
Profit Risk Rating: 76
Seasonality Score: -21 (-100 ... +100)
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LPLA
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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A.I. Advisor
published General Information

General Information

an investment holding company with interests in technology, brokerage and investment advisory services

Industry InvestmentBanksBrokers

Profile
Fundamentals
Details
Industry
Investment Banks Or Brokers
Address
4707 Executive Drive
Phone
+1 800 877-7210
Employees
84000
Web
https://www.lpl.com