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LPLA
Conviction 46FinancialsScan · Thu, Sep 24, 2026LPL Financial Holdings Inc. (LPLA) closed at $302.75 (+0.09%) on Sep 24, 2026. Price is below its 50-day and below its 200-day moving average. RSI(14) 25, RS Rating 46, -23.0% from its 52-week high, -16.3% year to date. Sector: Financials · SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES.
LPLA$302.75+0.09%
ResistanceSupportVol 14Insider sellCongress buyCongress sellVol MA14 738.29K
Jun 26Jul 15Aug 3Aug 19Sep 8Sep 24
Price302.75
Change+0.09%
Gap+0.14%
Rel volume1.42×
Avg volume752.82K
Avg $ vol253.46M
SMA 20342.94
SMA 50348.29
SMA 200329.39
Price vs 50-13.08%
Price vs 200-8.09%
MA stackmixed
50/200 cross—
Supertrenddown · 338.20
RSI (14)25
MACD hist-5.76
MACD cross—
Stoch %K / %D11 / 8
ADX (14)41
+DI / −DI6 / 36
RSI divergence—
MACD divergence—
ATR %3.90%
ADR %3.37%
52w high393.25
52w low265.86
From 52w high-23.01%
Above 52w low+13.88%
New 52w highNo
SqueezeOff
Bollinger width23.52%
%B0.00
Donchian pos9.08%
Donchian high372.92
Donchian low295.74
AVWAP (52w high)314.53
vs AVWAP high-3.74%
AVWAP (52w low)314.80
vs AVWAP low-3.83%
OBV trendDown
Chaikin MF (20)-0.29
Today vs 20d1.42×
Avg vol (14d)738.29K
Avg vol (20d)752.82K
Avg $ vol (20d)253.46M
Market cap23.84B
RS Rating46 / 99
RS 3m (vs SPY)+4.67%
RS 6m (vs SPY)-16.13%
RS line new highNo
Trend template2/8
Technical rank25.5
1 week-8.24%
1 month-16.34%
3 months+9.17%
6 months+0.69%
1 year-11.08%
YTD-16.28%
P/E27.62
P/B4.14
P/S1.40
P/FCF-24.28
EPS10.92
Div yield0.40%
ROE14.99%
ROA4.36%
Debt/Eq0.29
Current—
EV/EBITDA—
Gross margin—
Net margin5.08%
Rev growth37.18%
EPS growth-18.48%
Price target417.70
Target upside37.97%
Analyst ratingBuy
Institutional119.62%
Ent. value24.23B
Revenue5.19B
Net income379.26M
Gross profit—
Free cash flow-981.78M
IndustrySECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES
ExchangeNasdaq
Shares out79.98M
Employees9.9K
ListedThu, Nov 18, 2010
Free float79.89M
Float %99.6%
Short interest1.91M
Days to cover3.8d
Short volume60.7%
Squeeze score44 / 100
Next earnings—
EPS forecast—
Last EPS vs est$5.84 vs $5.39
Last surprise+8.3% beat
Setup gradeC
Conviction46 / 100
Pattern quality—
Tech rank25.5 / 100
Group rank77 / 100
Status laneNo active setup
Setup direction—
Pattern family
Resistance375.96
Support344.55
Days since event—
Candle confirm—
Financials as of Tue, Jun 30, 2026 · quarterly.
Congress activity
Disclosed STOCK Act trades in LPLA · 10 recent
| Member | Side | Amount | Traded | Filed | PTR |
|---|---|---|---|---|---|
 Gilbert Cisneros house · D · CA · traded 2026-06-05 | Buy | $1K–$15K | 2026-06-05 | 2026-07-02 | |
Gilbert Cisneros house · D · CA · traded 2026-06-11 | Buy | $1K–$15K | 2026-06-11 | 2026-07-02 | |
Gilbert Cisneros house · CA · traded 2026-05-19 | Buy | $1K–$15K | 2026-05-19 | 2026-06-05 | |
Gilbert Cisneros house · CA · traded 2026-05-07 | Buy | $1K–$15K | 2026-05-07 | 2026-06-05 | |
Gilbert Cisneros house · CA · traded 2026-05-14 | Buy | $1K–$15K | 2026-05-14 | 2026-06-05 | |
Gilbert Cisneros house · CA · traded 2026-05-12 | Buy | $1K–$15K | 2026-05-12 | 2026-06-05 | |
 Valerie Hoyle house · D · OR · traded 2025-04-02 | Sell | $1K–$15K | 2025-04-02 | 2026-05-15 | |
Gilbert Cisneros house · CA · traded 2026-04-06 | Buy | $1K–$15K | 2026-04-06 | 2026-05-07 | |
Gilbert Cisneros house · CA · traded 2026-03-27 | Buy | $1K–$15K | 2026-03-27 | 2026-04-06 | |
Valerie Hoyle house · D · OR · traded 2025-03-03 | Buy | $1K–$15K | 2025-03-03 | 2025-09-12 |
Insider activity
SEC Form 4 transactions in LPLA · open-market 3 sells
| Insider | Side | Shares | Value | Traded | Filed |
|---|---|---|---|---|---|
BERNARD EDWARD C Director · Common Stock · 2026-08-28 | Grant | 3 | — | 2026-08-28 | 2026-09-01 |
Jambusaria Aneri Group Managing Director · Common Stock · 2026-08-27 | Sell | 308 | $110K | 2026-08-27 | 2026-08-31 |
Gates Greg Group Managing Director · Common Stock · 2026-08-20 | Exercise | 7.19K | $557K | 2026-08-20 | 2026-08-21 |
Gates Greg Group Managing Director · Common Stock · 2026-08-20 | Sell | 4.12K | $1.5M | 2026-08-20 | 2026-08-21 |
Gates Greg Group Managing Director · Option to purchase Common Stock · 2026-08-20 | Exercise | 7.19K | — | 2026-08-20 | 2026-08-21 |
Jambusaria Aneri Group Managing Director · Common Stock · 2026-06-17 | Sell | 308 | $94K | 2026-06-17 | 2026-06-22 |
EBERHART PAULETT Director · Common Stock · 2026-06-04 | Grant | 5 | $0 | 2026-06-04 | 2026-06-08 |
SCHIFTER RICHARD P Director · Common Stock · 2026-06-04 | Grant | 19 | $0 | 2026-06-04 | 2026-06-08 |
BERNARD EDWARD C Director · Common Stock · 2026-06-04 | Grant | 4 | $0 | 2026-06-04 | 2026-06-08 |
SCHIFTER RICHARD P Director · Common Stock · 2026-06-04 | Other | — | — | 2026-06-04 | 2026-06-08 |
SEC filings
EDGAR filings in LPLA · 9 recent
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