MENU
+Compare
LPLA
Stock ticker: NASDAQ
AS OF
Jun 6 closing price
Price
$388.96
Change
+$8.89 (+2.34%)
Capitalization
19.67B

LPLA LPL Financial Holdings Forecast, Technical & Fundamental 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
Show more...
Interact to see
Advertisement
A.I.Advisor
a Summary for LPLA with price predictions
Jun 06, 2025

Momentum Indicator for LPLA turns positive, indicating new upward trend

LPLA saw its Momentum Indicator move above the 0 level on June 05, 2025. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 79 similar instances where the indicator turned positive. In of the 79 cases, the stock moved higher in the following days. The odds of a move higher are at .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

LPLA moved above its 50-day moving average on May 02, 2025 date and that indicates a change from a downward trend to an upward trend.

The 10-day moving average for LPLA crossed bullishly above the 50-day moving average on May 07, 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 .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where LPLA advanced for three days, in of 365 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 383 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 10-day RSI Indicator for LPLA moved out of overbought territory on June 02, 2025. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 49 similar instances where the indicator moved out of overbought territory. In of the 49 cases, the stock moved lower in the following days. This puts the odds of a move lower at .

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 Moving Average Convergence Divergence Histogram (MACD) for LPLA turned negative on May 30, 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 46 similar instances when the indicator turned negative. In of the 46 cases the stock turned lower in the days that followed. This puts the odds of success at .

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 May 09, 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 67, 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 (9.542) is normal, around the industry mean (5.755). P/E Ratio (19.457) is within average values for comparable stocks, (35.318). Projected Growth (PEG Ratio) (1.570) is also within normal values, averaging (2.610). LPLA has a moderately low Dividend Yield (0.004) as compared to the industry average of (0.031). P/S Ratio (2.063) is also within normal values, averaging (82.424).

View a ticker or compare two or three
LPLA
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interact to see
Advertisement
A.I. Advisor
published Earnings

LPLA is expected to report earnings to fall 13.59% to $4.45 per share on July 24

LPL Financial Holdings LPLA Stock Earnings Reports
Q2'25
Est.
$4.45
Q1'25
Beat
by $0.40
Q4'24
Beat
by $0.29
Q3'24
Beat
by $0.45
Q2'24
Beat
by $0.15
The last earnings report on May 08 showed earnings per share of $5.15, beating the estimate of $4.75. With 419.75K shares outstanding, the current market capitalization sits at 19.67B.
A.I.Advisor
published Dividends

LPLA is expected to pay dividends on June 12, 2025

LPL Financial Holdings LPLA Stock Dividends
A dividend of $0.30 per share will be paid with a record date of June 12, 2025, and an ex-dividend date of May 30, 2025. The last dividend of $0.30 was paid on March 25. Read more...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
LWLG1.100.05
+4.76%
Lightwave Logic
DLNG3.690.01
+0.27%
Dynagas LNG Parners LP
ALKT30.460.02
+0.07%
Alkami Technology
WPP37.78-0.09
-0.24%
WPP PLC
BLNE0.77-0.06
-7.31%
Beeline Holdings Inc

LPLA and Stocks

Correlation & Price change

A.I.dvisor indicates that over the last year, LPLA has been closely correlated with RJF. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if LPLA jumps, then RJF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LPLA
1D Price
Change %
LPLA100%
+2.34%
RJF - LPLA
73%
Closely correlated
+2.33%
IBKR - LPLA
73%
Closely correlated
+2.42%
SF - LPLA
70%
Closely correlated
+1.80%
MS - LPLA
67%
Closely correlated
+0.92%
GS - LPLA
66%
Loosely correlated
+1.34%
More

Groups containing LPLA

Correlation & Price change

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LPLA
1D Price
Change %
LPLA100%
+2.34%
LPLA
(4 stocks)
94%
Closely correlated
+1.85%