LPLA · LPL Financial Holdings Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LPLA
this stock
LPL Financial Holdings Inc.
|
$24.75B | -12.6% | +37.2% | 25.3 | 2.2% |
|
MS
Morgan Stanley
|
$308.32B | +5.9% | +5.5% | 15.9 | 0.9% |
|
GS
Goldman Sachs Group Inc
|
$272.38B | +2.0% | +8.9% | 14.4 | 2.4% |
|
SCHW
Schwab Charles Corp
|
$171.26B | -1.5% | +22.0% | 18.0 | 1.1% |
|
HOOD
Robinhood Markets, Inc.
|
$107.35B | -1.7% | +51.6% | 52.8 | 4.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LPLA | +3.1% | -12.1% | -0.1% | +2.1% | -12.6% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | +3.5% | -12.0% | -12.6% | +1.9% | -24.6% |
Capital returns
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.