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LPLA · LPL Financial Holdings Inc.

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$361.38 +7.36 (+2.08%)
Market Cap
$28.29B
Shares
78.74M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$354.02 Open$360.65 Day$352.05–361.73 52W close$265.86–393.25 Avg vol 30d676K Short int2.9M · 3.7% float · 4.0d Short vol32% Last earningsJul 30, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 3

Up next

Next earnings call
Oct 29, 2026 Est · unconfirmed · in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 3, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Neutral Momentum Very Strong Sentiment Neutral Fundamentals Weak Quant / Vol Moderate
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +7%
      above
      Price vs 50-day avg +9%
      above
      RSI (14) 54
      neutral
      MACD trend Negative
      52-week position 69%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +10%
      trailing
      6-month return +18%
      trailing
      YTD return −1%
      this year
      Relative strength +7%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $325 › 200d $331 — 200d above 50d
      Institutional flow Distributing
      -1% holders QoQ · +94 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      3.68% of float · ▼ -40.4% MoM · 4.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      769 holders — mid 3-yr range
      Squeeze score 63
      elevated · 0–100
      Fundamentals
      Weak
      Revenue growth +37%
      Y/Y
      EPS growth −22%
      Y/Y
      Free cash flow $-981.8M
      Valuation P/E 28.9
      rich
      Buyback $2.5B
      authorized
      Balance sheet $596.9M
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 36%
      annualized · 1-yr
      Max drawdown −32%
      past year
      ATR 2.7%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Jul 30, 2026
      Share repurchases · third quarter $300M
      Prior guidance period ended · from the 8-K filed Apr 30, 2026
      Share Repurchases · the second quarter $125M

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Neutral
      1 · 4 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +7% Bullish
      Price vs 50-day avg
      +9% Bullish
      RSI (14)
      54 Neutral
      MACD trend
      Negative Bearish
      52-week position
      69% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $325 › 200d $331 — 200d above 50d
      Institutional flow Distributing
      -1% holders QoQ · +94 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      3.68% of float · ▼ -40.4% MoM · 4.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      769 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $266 Now $354 · 69% Range high $393
      vs 200-day avg +7% vs 50-day avg +9%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Acquisitions, net $102.7M Q2 2026 —
      Adjusted EBITDA non-GAAP 846.67M Q2 2026 —
      GAAP → non-GAAP reconciliation
      GAAP EBITDA 797.7M
      +48.98M Acquisition costs excluding interest
      = Adjusted EBITDA 846.67M
      Adjusted EPS non-GAAP $5.84 Q2 2026 —
      Adjusted net income non-GAAP 467.68M Q2 2026 —
      GAAP → non-GAAP reconciliation
      GAAP Net income 379.26M
      +70.89M Amortization of other intangibles
      +48.98M Acquisition costs
      -31.44M Tax benefit
      = Adjusted net income 467.68M
      Adjusted pre-tax income non-GAAP 635.37M Q2 2026 —
      GAAP → non-GAAP reconciliation
      GAAP Income before provision for income taxes 515.5M
      +70.89M Amortization of other intangibles
      +48.98M Acquisition costs
      = Adjusted pre-tax income 635.37M
      Adjusted pre-tax margin non-GAAP 39.3% Q2 2026 —
      Advisors 32,475 Q2 2026 —
      Advisory 1.55T Q2 2026 —
      Advisory as a % of Total Client Assets 60.4% Q2 2026 —
      Annualized advisory fees and commissions per advisor $478 Q2 2026 —
      AUM retention rate (quarterly annualized) 97.4% Q2 2026 —
      Average total assets per advisor $78.9M Q2 2026 —
      Brokerage 1.01T Q2 2026 —
      Capital expenditures $199.4M Q2 2026 —
      Centrally Managed as a % of Total Advisory Assets 15.9% Q2 2026 —
      Centrally managed assets 245.6B Q2 2026 —
      Client Cash Balances as a % of Total Assets 2.2% Q2 2026 —
      Corporate cash 430M second quarter 2026 —
      Corporate RIA advisory 1.19T Q2 2026 —
      Credit Agreement EBITDA (trailing twelve months) non-GAAP $3.7B Q2 2026 —
      Dividends $24M Q2 2026 —
      EBITDA non-GAAP 797.7M Q2 2026 —
      Employees 10,081 Q2 2026 —
      Gross profit non-GAAP $1.62B Q2 2026 —
      Independent RIA advisory 357.6B Q2 2026 —
      Net brokerage to advisory conversions 6.6B Q2 2026 —
      Net buy (sell) activity 39.7B Q2 2026 —
      Net new advisors 331 Q2 2026 —
      Organic advisory NNA annualized growth 8.7% Q2 2026 —
      Organic centrally managed NNA 7.9B Q2 2026 —
      Organic corporate RIA advisory 27.9B Q2 2026 —
      Organic independent RIA advisory 2.3B Q2 2026 —
      Payout Rate 87.44% Q2 2026 —
      Purchased money market funds 49.2B Q2 2026 —
      Recruited assets 25B second quarter 2026 —
      Recruited assets over the trailing twelve months 89B second quarter 2026 —
      Recruited AUM $24.9B Q2 2026 —
      Share repurchases 309M second quarter 2026 —
      Total Bank Sweep 54.1B Q2 2026 —
      Total Capital Returned $333.5M Q2 2026 —
      Total client accounts 11.8M Q2 2026 —
      Total G&A 820.57M Q2 2026 —
      Total NNA $11.8B Q2 2026 —
      Total organic NNA annualized growth 4% Q2 2026 —
      Advisory assets as a percentage of total assets 58.8% Q4 2025 —
      Americans serviced 8M Q4 2025 —
      Client cash balances as a percentage of total assets 2.6% Q4 2025 —
      Financial institutions served 1,200 Q4 2025 —
      Total advisory and brokerage assets 2.4T Q4 2025 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Capital Markets — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      LPLA
      LPL Financial Holdings Inc.
      this stock
      		$28.29B -0.9% +37.2% 28.9 3.7%
      MS
      Morgan Stanley
      		 $336.46B +16.9% +5.5% 17.3 0.8%
      GS
      Goldman Sachs Group Inc
      		 $297.48B +14.0% +8.9% 15.8 2.1%
      SCHW
      Schwab Charles Corp
      		 $191.99B +9.9% +22.0% 20.2 1.2%
      HOOD
      Robinhood Markets, Inc.
      		 $86.11B -15.9% +51.6% 42.4 3.7%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      769
      % held
      105.5%
      Net QoQ
      +346.8K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      602
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      2.9M
      Days to cover
      4.0d
      Change
      -2.0M sh
      View
      Short Volume
      Short vol %
      32%
      As of
      Aug 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      31
      Value
      $10.0K
      As of
      Jul 24, 2026
      View
      Off-Exchange
      Off-exchange %
      41.8%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Buy
      Member
      Gilbert Cisneros
      Amount
      $1.0K–$15.0K
      Traded
      Jun 11, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $17.0B
      Net income (FY)
      $863.0M
      EPS diluted
      $10.92
      View
      Buybacks
      Authorized
      $2.5B
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Aug 3, 2026
      This year
      10
      View
      Proposed Sales
      Value
      $1.5M
      Shares
      4.1K
      Filed
      Aug 20, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 30, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      LPLA -5.6% +9.5% +17.9% +0.1% -0.9%
      SPY -2.0% +3.3% +11.2% +2.1% +11.8%
      vs SPY -3.6% +6.2% +6.7% -2.0% -12.7%

      Capital returns

      Latest dividend
      $0.30 / share · ex Aug 14, 2026
      Raised 20%
      Paid (TTM)
      $1.20 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.34%
      Buyback program · as of Jul 23, 2026
      Authorized
      $2.50B
      Spent (derived)
      —
      Remaining
      —

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1397911 CUSIP 50212V100 13F (30d) 694 filings 653 filers Visit website Investor relations

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