Seasonal Tailwind — october med 4.3% (mag 2/3) · posClose 66.67% (rel 2/3) · n15 ×0.75 = 6
Hidden Gem — stWatch 682
About LPL Financial Holdings Inc
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash progra… Read full Trend Edge analysis →
Sector: Financial Services
Industry: Capital Markets
Exchange: NASDAQ
IPO Date: November 18, 2010
Headquarters: 4707 Executive Drive, San Diego, CA, United States, 92121
Hidden Gem: Yes — undiscovered relative to its market cap tier
Founder-Led: No
Key Metrics
Current Price
$361.88
Market Cap
$27.88B
Float
78.2M
Shares Outstanding
78.7M
P/E (Forward)
13.51
P/E (TTM)
28.39
Price/Sales (TTM)
1.45
vs. Analyst Target
+19.3% to analyst PT
Profit Margin
5.24%
Operating Margin (TTM)
11.10%
Revenue (TTM)
$19.20B
Earnings Growth (YoY)
39.40%
Dividend Rate
1.2%
Analyst Target Price
$431.86 (15 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$5.87B
$473M
$1.49B
$909M
2021
$7.72B
$460M
$1.71B
$936M
2022
$8.60B
$846M
$2.37B
$1.53B
2023
$10.05B
$1.07B
$3.05B
$1.99B
2024
$12.39B
$1.06B
$3.37B
$2.11B
2025
$16.99B
$863M
$4.35B
$2.18B
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Sep 2025
$4.55B
-$29.5M
Dec 2025
$4.93B
$301M
Mar 2026
$4.94B
$356M
Jun 2026
$5.19B
$379M
Ownership & Float
Insider Ownership
0.4%
Institutional Ownership
106.9%
Short Float
3.7%
% of All Funds Holding
8.69%
Number of Funds Holding
764
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$334.48
Near-term / short-term trend
Weekly
40-Week SMA
$328.74
Medium-term trend
Weekly
80-Week SMA
$340.70
Cyclical trend (business cycle)
Weekly
200-Week SMA
$284.62
Secular trend (multi-year)
Monthly
10-Month SMA
$328.41
Near-term monthly trend
Monthly
20-Month SMA
$345.10
Medium-term monthly trend
Monthly
40-Month SMA
$297.61
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for LPL Financial Holdings Inc
(LPLA) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.