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LPLA
Stock ticker: NASDAQ
AS OF
Jul 3, 02:00 PM (EDT)
Price
$384.11
Change
+$7.64 (+2.03%)
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
Jul 02, 2025

LPLA in upward trend: price rose above 50-day moving average on June 25, 2025

LPLA moved above its 50-day moving average on June 25, 2025 date and that indicates a change from a downward trend to an upward trend. In of 40 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. of 56 cases where LPLA's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that 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 368 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 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 50 similar instances where the indicator moved out of overbought territory. In of the 50 cases, the stock moved lower in the following days. This puts the odds of a move lower at .

The Momentum Indicator moved below the 0 level on July 01, 2025. You may want to consider selling the stock, shorting the stock, or exploring put options on LPLA as a result. In of 78 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 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 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 .

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 67, placing this stock better than average.

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 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 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 (5.755). 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).

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LPLA
Daily Signalchanged days ago
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Show more...
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A.I. Advisor
published Earnings

LPLA is expected to report earnings to fall 14.37% to $4.41 per share on July 24

LPL Financial Holdings LPLA Stock Earnings Reports
Q2'25
Est.
$4.41
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 347.32K shares outstanding, the current market capitalization sits at 19.67B.
A.I.Advisor
published Dividends

LPLA paid dividends on June 12, 2025

LPL Financial Holdings LPLA Stock Dividends
А dividend of $0.30 per share was paid with a record date of June 12, 2025, and an ex-dividend date of May 30, 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 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%
+0.92%
RJF - LPLA
73%
Closely correlated
+2.29%
IBKR - LPLA
73%
Closely correlated
+3.39%
SF - LPLA
69%
Closely correlated
+1.99%
MS - LPLA
67%
Closely correlated
+1.42%
SCHW - LPLA
66%
Closely correlated
+0.19%
More

Groups containing LPLA

Correlation & Price change

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LPLA
1D Price
Change %
LPLA100%
+0.92%
LPLA
(5 stocks)
93%
Closely correlated
+1.20%