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LPLA
Stock ticker: NASDAQ
AS OF
Sep 5 closing price
Price
$332.99
Change
-$27.05 (-7.51%)
Capitalization
26.64B

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
Sep 05, 2025

LPLA in upward trend: price may jump up because it broke its lower Bollinger Band on September 05, 2025

LPLA may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In of 34 cases where LPLA's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The RSI Indicator entered the oversold zone -- be on the watch for LPLA's price rising or consolidating in the future. That's also the time to consider buying the stock or exploring call options.

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 .

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 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 .

The Momentum Indicator moved below the 0 level on September 05, 2025. You may want to consider selling the stock, shorting the stock, or exploring put options on LPLA as a result. In of 82 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 September 05, 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 48 similar instances when the indicator turned negative. In of the 48 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.

The 10-day moving average for LPLA crossed bearishly below the 50-day moving average on August 12, 2025. This indicates that the trend has shifted lower and could be considered a sell signal. In of 13 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 79, 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 fairly steady price growth. LPLA’s price grows at a lower 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 (5.249) is normal, around the industry mean (26.377). P/E Ratio (22.823) is within average values for comparable stocks, (70.029). Projected Growth (PEG Ratio) (1.437) is also within normal values, averaging (2.163). Dividend Yield (0.004) settles around the average of (0.036) among similar stocks. P/S Ratio (1.804) is also within normal values, averaging (1549518.375).

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

LPLA is expected to report earnings to rise 2.88% to $4.64 per share on October 23

LPL Financial Holdings LPLA Stock Earnings Reports
Q3'25
Est.
$4.64
Q2'25
Beat
by $0.27
Q1'25
Beat
by $0.40
Q4'24
Beat
by $0.29
Q3'24
Beat
by $0.45
The last earnings report on July 31 showed earnings per share of $4.51, beating the estimate of $4.24. With 1.64M shares outstanding, the current market capitalization sits at 26.64B.
A.I.Advisor
published Dividends

LPLA paid dividends on August 29, 2025

LPL Financial Holdings LPLA Stock Dividends
А dividend of $0.30 per share was paid with a record date of August 29, 2025, and an ex-dividend date of August 15, 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 SF. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if LPLA jumps, then SF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LPLA
1D Price
Change %
LPLA100%
-7.51%
SF - LPLA
71%
Closely correlated
-2.71%
RJF - LPLA
70%
Closely correlated
-3.27%
MS - LPLA
70%
Closely correlated
-1.62%
GS - LPLA
69%
Closely correlated
-1.43%
LAZ - LPLA
67%
Closely correlated
-0.70%
More

Groups containing LPLA

Correlation & Price change

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LPLA
1D Price
Change %
LPLA100%
-7.51%
LPLA
(11 stocks)
80%
Closely correlated
-2.97%