Lumida
/LPLA
⌘K
LPL Financial Holdings Inc

LPL Financial Holdings Inc

LPLA
$324.90USD-1.77%-5.87 today

MARKET CAP

26.0B

P/E (TTM)

15.8x

FWD P/E

12.4x

DAY RANGE

$324 – $334

52W RANGE

$260
$404

AI Summary

Stalk
Buy NowMedium

LPLA remains in a Stage 2 corrective advance within a long-term uptrend, supported by active Lockout Rally and Bullish Pivot Point patterns. EMAs are rising and price is tracking above the 9/21 zone in an extreme overbought state, yet Lockout Rally dynamics justify participation despite extension. Both long- and medium-term biases are bullish, and short-term timing is favorable under the rally override. Buy now on support at the short EMAs for continuation through recent resistance.

  • Q1 2026 adjusted EPS $5.60 up 9% YoY on efficient cost management
  • Organic net new assets $21 B (4% annualized growth) with 98% advisor retention
  • Advisor payout ratio 87.2% and leverage (0.19) risk compressing margins
Full analysis →
Insider Trades61 trades
DateSideTickerInsiderRoleSharesPriceMkt Cap52W High52W LowValue% ChgRuleAI View
Jun 17, 2026SellLPLAAneri JambusariaGroup Managing Director308$306.00$26.0B-19.49%+24.89%$94.2K-4.58%10b5-1Buy Now
Jun 12, 2026SellLPLAMarc Eliot CohenGroup Managing Director44$295.66$26.0B-19.49%+24.89%$13.0K-1.00%Buy Now
Jun 12, 2026SellLPLAGreg GatesGroup Managing Director232$295.66$26.0B-19.49%+24.89%$68.6K-1.12%Buy Now
Apr 14, 2026SellLPLAMatthew J AudettePresident and CFO1,579$328.63$26.0B-19.49%+24.89%$518.9K-1.27%10b5-1Buy Now
Mar 9, 2026SellLPLAMarc Eliot CohenGroup Managing Director5,512.211$216.16$26.0B-19.49%+24.89%$1.2M-5.83%Buy Now
Mar 2, 2026SellLPLAAneri JambusariaGroup Managing Director308$306.00$26.0B-19.49%+24.89%$94.2K-4.38%10b5-1Buy Now
Feb 25, 2026SellLPLAKatharine ReepingPrincipal Accounting Officer212$318.47$26.0B-19.49%+24.89%$67.5K-10.33%Buy Now
Feb 25, 2026SellLPLAMarc Eliot CohenGroup Managing Director483$318.47$26.0B-19.49%+24.89%$153.8K-10.57%Buy Now
Feb 25, 2026SellLPLAAneri JambusariaGroup Managing Director715$318.47$26.0B-19.49%+24.89%$227.7K-11.10%Buy Now
Feb 25, 2026SellLPLAGreg GatesGroup Managing Director1,293$318.47$26.0B-19.49%+24.89%$411.8K-7.85%Buy Now
Feb 25, 2026SellLPLARichard SteinmeierChief Executive Officer2,619$318.47$26.0B-19.49%+24.89%$834.1K-22.61%Buy Now
Feb 25, 2026SellLPLAMatthew EnyediGroup Managing Director3,442$319.50$26.0B-19.49%+24.89%$1.1M-3.77%10b5-1Buy Now
Feb 25, 2026SellLPLAMatthew J AudettePresident and CFO3,932$319.29$26.0B-19.49%+24.89%$1.3M-3.63%10b5-1Buy Now
Dec 5, 2025SellLPLAGreg GatesGroup Managing Director750$370.97$26.0B-19.49%+24.89%$278.2K-0.83%10b5-1Buy Now
Dec 5, 2025SellLPLARichard SteinmeierChief Executive Officer5,333$351.86$26.0B-19.49%+24.89%$1.9M-5.78%10b5-1Buy Now
Dec 1, 2025SellLPLAAneri JambusariaGroup Managing Director80$352.48$26.0B-19.49%+24.89%$28.2K-1.43%10b5-1Buy Now
Nov 5, 2025SellLPLAGreg GatesGroup Managing Director1,500$376.43$26.0B-19.49%+24.89%$564.6K-1.16%10b5-1Buy Now
Oct 6, 2025SellLPLAGreg GatesGroup Managing Director750$314.42$26.0B-19.49%+24.89%$235.8K-0.87%10b5-1Buy Now
Sep 9, 2025SellLPLAKatharine ReepingPrincipal Accounting Officer56$339.97$26.0B-19.49%+24.89%$19.0K-2.76%Buy Now
Sep 5, 2025SellLPLAGreg GatesGroup Managing Director1,500$338.21$26.0B-19.49%+24.89%$507.3K-0.46%10b5-1Buy Now
Sep 2, 2025SellLPLAAneri JambusariaGroup Managing Director80$361.25$26.0B-19.49%+24.89%$28.9K-1.41%10b5-1Buy Now
Aug 5, 2025SellLPLAGreg GatesGroup Managing Director1,500$374.05$26.0B-19.49%+24.89%$561.1K-0.76%10b5-1Buy Now
Jul 3, 2025SellLPLAGreg GatesGroup Managing Director1,500$382.63$26.0B-19.49%+24.89%$574.0K-0.87%10b5-1Buy Now
Jun 12, 2025SellLPLAMarc Eliot CohenGroup Managing Director44$379.39$26.0B-19.49%+24.89%$16.7K-1.08%Buy Now
Jun 12, 2025SellLPLAGreg GatesGroup Managing Director234$379.39$26.0B-19.49%+24.89%$88.8K-1.05%Buy Now
Jun 5, 2025SellLPLAGreg GatesGroup Managing Director1,500$378.87$26.0B-19.49%+24.89%$568.3K-0.81%10b5-1Buy Now
Jun 2, 2025SellLPLAAneri JambusariaGroup Managing Director80$383.99$26.0B-19.49%+24.89%$30.7K-1.39%10b5-1Buy Now
Mar 14, 2025SellLPLAAneri JambusariaManaging Director80$311.87$26.0B-19.49%+24.89%$24.9K-1.37%10b5-1Buy Now
Feb 25, 2025SellLPLAAlthea BrownManaging Director237$357.36$26.0B-19.49%+24.89%$84.7K-4.18%Buy Now
Feb 25, 2025SellLPLAAneri JambusariaManaging Director992$357.36$26.0B-19.49%+24.89%$354.5K-17.38%Buy Now
Feb 25, 2025SellLPLAMarc Eliot CohenManaging Director1,773$362.63$26.0B-19.49%+24.89%$642.9K-17.30%Buy Now
Feb 25, 2025SellLPLAMatthew EnyediManaging Director3,130$357.36$26.0B-19.49%+24.89%$1.1M-20.78%Buy Now
Feb 25, 2025SellLPLAGreg GatesManaging Director3,319$357.36$26.0B-19.49%+24.89%$1.2M-13.27%Buy Now
Feb 25, 2025SellLPLARichard SteinmeierChief Executive Officer4,764$357.36$26.0B-19.49%+24.89%$1.7M-16.30%Buy Now
Feb 25, 2025SellLPLAMatthew J AudettePresident and CFO9,326$358.69$26.0B-19.49%+24.89%$3.3M-22.72%10b5-1Buy Now
Feb 18, 2025SellLPLARichard SteinmeierChief Executive Officer3,500$373.79$26.0B-19.49%+24.89%$1.3M-14.06%10b5-1Buy Now
Feb 10, 2025SellLPLAMatthew EnyediManaging Director10,308$204.40$26.0B-19.49%+24.89%$2.1M+0.00%10b5-1Buy Now
Feb 5, 2025SellLPLAMatthew J AudettePresident and CFO58,454$214.66$26.0B-19.49%+24.89%$12.5M-0.29%10b5-1Buy Now
Dec 5, 2024SellLPLAAneri JambusariaManaging Director305$331.94$26.0B-19.49%+24.89%$101.2K-7.22%Buy Now
Sep 12, 2024SellLPLAAlthea BrownManaging Director514$206.98$26.0B-19.49%+24.89%$106.4K-8.30%Buy Now
Jun 14, 2024BuyLPLADan H. ArnoldPresident & CEO15,677$125.60$26.0B-19.49%+24.89%$2.0M+1.29%10b5-1Buy Now
Jun 12, 2024SellLPLAGreg GatesManaging Director234$278.99$26.0B-19.49%+24.89%$65.3K-1.23%Buy Now
Jun 5, 2024SellLPLADan H. ArnoldPresident & CEO3,525$284.83$26.0B-19.49%+24.89%$1.0M-2.49%Buy Now
Feb 25, 2024SellLPLAAneri JambusariaManaging Director1,295$263.36$26.0B-19.49%+24.89%$341.1K-29.55%Buy Now
Feb 25, 2024SellLPLAKabir SethiManaging Director1,492$266.10$26.0B-19.49%+24.89%$397.0K-2.66%10b5-1Buy Now
Feb 25, 2024SellLPLAMatthew EnyediManaging Director5,824$263.21$26.0B-19.49%+24.89%$1.5M-21.24%10b5-1Buy Now
Feb 25, 2024SellLPLARichard SteinmeierManaging Director7,397$263.36$26.0B-19.49%+24.89%$1.9M-24.91%Buy Now
Feb 25, 2024SellLPLAMatthew J AudetteCFO and Head of Business Ops12,642$264.76$26.0B-19.49%+24.89%$3.3M-11.12%10b5-1Buy Now
Feb 25, 2024SellLPLAGreg GatesManaging Director14,565$265.63$26.0B-19.49%+24.89%$3.9M-8.92%Buy Now
Feb 23, 2024SellLPLADan H. ArnoldPresident & CEO92,911$240.63$26.0B-19.49%+24.89%$22.4M-3.80%10b5-1Buy Now
Feb 20, 2024SellLPLAMatthew EnyediManaging Director2,762$151.25$26.0B-19.49%+24.89%$417.7K+0.00%10b5-1Buy Now
Feb 20, 2024SellLPLADan H. ArnoldPresident & CEO23,875$123.91$26.0B-19.49%+24.89%$3.0M-0.37%10b5-1Buy Now
Feb 5, 2024SellLPLAMatthew J AudetteCFO and Head of Business Ops55,408$144.01$26.0B-19.49%+24.89%$8.0M+0.00%10b5-1Buy Now
Dec 12, 2023SellLPLADan H. ArnoldPresident & CEO4,400$228.00$26.0B-19.49%+24.89%$1.0M-3.11%Buy Now
Nov 10, 2023SellLPLASallie R. LarsenManaging Director26,976$140.69$26.0B-19.49%+24.89%$3.8M+0.00%Buy Now
Nov 9, 2023SellLPLADan H. ArnoldPresident & CEO4,440$226.96$26.0B-19.49%+24.89%$1.0M-3.04%Buy Now
Nov 6, 2023SellLPLAMatthew EnyediManaging Director1,344$220.91$26.0B-19.49%+24.89%$296.9K-13.47%Buy Now
Nov 2, 2023SellLPLAAneri JambusariaManaging Director1,930$222.37$26.0B-19.49%+24.89%$429.2K-51.71%Buy Now
Sep 19, 2023SellLPLADan H. ArnoldPresident & CEO1,056$144.75$26.0B-19.49%+24.89%$152.9K+0.00%10b5-1Buy Now
Sep 13, 2023SellLPLARichard SteinmeierManaging Director10,300$242.68$26.0B-19.49%+24.89%$2.5M-11.98%10b5-1Buy Now
Aug 22, 2023SellLPLAMatthew EnyediManaging Director6,530$138.21$26.0B-19.49%+24.89%$902.5K+0.00%10b5-1Buy Now