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LPLA
Stock ticker: NASDAQ
AS OF
Apr 3, 04:59 PM (EDT)
Price
$312.86
Change
-$25.54 (-7.55%)
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
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A.I.Advisor
a Summary for LPLA with price predictions
Apr 02, 2025

Momentum Indicator for LPLA turns positive, indicating new upward trend

LPLA saw its Momentum Indicator move above the 0 level on April 01, 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 77 similar instances where the indicator turned positive. In of the 77 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

The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where LPLA's RSI Oscillator exited the oversold zone, of 15 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .

The Moving Average Convergence Divergence (MACD) for LPLA just turned positive on March 21, 2025. Looking at past instances where LPLA's MACD turned positive, the stock continued to rise in of 44 cases 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 371 cases, the price rose further within the following month. The odds of a continued upward trend are .

LPLA may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

Bearish Trend Analysis

The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In of 65 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 .

LPLA moved below its 50-day moving average on March 04, 2025 date and that indicates a change from an upward trend to a downward trend.

The 10-day moving average for LPLA crossed bearishly below the 50-day moving average on March 10, 2025. This indicates that the trend has shifted lower and could be considered a sell signal. In of 14 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are .

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 .

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 68, 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 Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

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 (5.617). P/E Ratio (19.457) is within average values for comparable stocks, (34.620). 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 (80.229).

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LPLA
Daily Signalchanged days ago
Gain/Loss if bought
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A.I. Advisor
published Earnings

LPLA is expected to report earnings to rise 12.71% to $4.79 per share on April 24

LPL Financial Holdings LPLA Stock Earnings Reports
Q1'25
Est.
$4.79
Q4'24
Beat
by $0.29
Q3'24
Beat
by $0.45
Q2'24
Beat
by $0.15
Q1'24
Beat
by $0.40
The last earnings report on January 30 showed earnings per share of $4.25, beating the estimate of $3.96. With 3.26M shares outstanding, the current market capitalization sits at 19.67B.
A.I.Advisor
published Dividends

LPLA paid dividends on March 25, 2025

LPL Financial Holdings LPLA Stock Dividends
А dividend of $0.30 per share was paid with a record date of March 25, 2025, and an ex-dividend date of March 11, 2025. 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
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LPLA and Stocks

Correlation & Price change

A.I.dvisor indicates that over the last year, LPLA has been closely correlated with IBKR. 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 IBKR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LPLA
1D Price
Change %
LPLA100%
-7.57%
IBKR - LPLA
73%
Closely correlated
-8.51%
RJF - LPLA
66%
Loosely correlated
-8.18%
SF - LPLA
64%
Loosely correlated
-10.87%
GS - LPLA
53%
Loosely correlated
-9.21%
MS - LPLA
53%
Loosely correlated
-9.51%
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