Insider buying last 90 days
No open-market insider purchases were filed for LPLA in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every LPLA insider filing, plotted on the chart in Gekko.Open LPLA in Gekko
NASDAQ: LPLA
LPL Financial (LPLA) Stock Analysis & Forecast
$328.09−1.85 (−0.6%)
Close on Sep 18, 2026. Page updated Sep 19, 9:18 pm ET.
Gekko Brief
AI summaryLPL Financial closes at $328.09, down 0.6%, sitting between its 50-day average of $349.16 and 200-day average of $330.45. The GekkoIndex reads 71.7, placing the stock in the Buying zone, up 11.2 over the past five readings. Shares trade 14% below Gekko Fair Value of $381.50. Over the past month the stock is down 8.7%, though it remains up 11.6% over three months and 15% over six months, with a 52-week range of $260.15 to $400.16.
Recent headlines center on advisor recruiting and institutional positioning. Gateway Financial Partners brought 28 advisors and team members from Sierra Ridge Advisor Group onto the LPL platform, and Horizon Wealth Management Group's advisors joined LPL's broker-dealer and RIA platforms. Institutional activity includes Bank of America Corp DE taking a position of over 815,000 shares valued at approximately $229.8 million, National Pension Service raising its stake by 14.8% to 161,309 shares worth $45.4 million, WINTON GROUP Ltd adding 20,842 shares to reach 21,878 shares valued at $6.16 million, and Amundi growing its holding by 30.7%. Two insider sales were also reported, by Katharine Reeping for approximately $153,067 and by Group Managing Director Aneri Jambusaria for $110,100 under a pre-established trading plan.
The next earnings report is set for 29 October 2026 after close, 39 days out and beyond a typical 20-trading-day hold; the last report on 30 July showed adjusted EPS of $5.84 against a $5.39 estimate, with an 8-quarter beat streak and a 4.7% reaction. Seasonality from this point has averaged an 8.1% gain over 20 trading days across 5 years, rising in 4 of them. Analyst coverage stands at 13 firms, with 10 at buy and a consensus target of $430.
Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.
Price vs fair value
Close $328.09200-day averageGekko Fair Value $381.50
Key stats
- Market cap
- $26.24B
- P/E ratio
- 26.7
- Forward P/E
- 12
- EPS, TTM
- $12.37
- Revenue, TTM
- $19.20B
- Profit margin
- 5.2%
- Dividend yield
- 0.36%
- Beta
- 0.48
- Volume
- 1.11M avg 593,998
- 1-year return
- −2.4%
- Typical daily move
- ±3.1%
- Typical 20-day move
- ±6%
- 50-day average
- $349.16
- 200-day average
- $330.45
- Next earnings
- Oct 29 after close
- Shares outstanding
- 78.74M
LPL Financial swing-trade checklist
LPL Financial scores 4 supportive, 1 mixed and 0 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
4 supportive1 mixed0 headwinds
- Trendmixed
Averages disagree
Close $328.09 sits between the 50-day ($349.16) and 200-day ($330.45) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
71.7, Buying
Reading 71.7 is in the Buying zone.
See the GekkoIndex - Fair valuesupportive
14.0% below
Price is 14% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 39 days
Next report Oct 29, 2026, 39 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+8.1% on average
From this point in the calendar, the next 20 trading days averaged +8.1% over 5 years, rising in 4 of them.
See seasonality
A description of current data, not a recommendation. How this page works
LPL Financial stock chart and price history
LPL Financial closed at $328.09 on Sep 18, 2026, −2.4% over the past year, inside a 52-week range of $260.15 to $400.16.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −8.7%
- 3 months
- +11.6%
- 6 months
- +15.0%
- 1 year
- −2.4%
The full LPLA chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open LPLA in Gekko
Follow LPL Financial through every session
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About LPL Financial
LPL Financial works with independent financial professionals and advisors tied to banks and other institutions throughout the United States, giving them a broad set of brokerage and advisory offerings. On the brokerage side, clients can access annuities, mutual funds, stocks, fixed income, insurance, and savings plans for retirement and education, as well as less common holdings like non-listed real estate trusts and older-style auction rate notes.
Its advisory platforms let affiliated advisors reach mutual funds, ETFs, equities, bonds, option strategies, unit trusts, outside money managers, and load-free variable annuities, under either commission or fee arrangements. Advisors can use these platforms to counsel retirement plan sponsors and to draw on practice-management resources meant to support their day-to-day business. LPL rounds out its lineup with trust administration, investment oversight, and custody services for families and estates, insurance agency functions, and software for drafting proposals, running analytics, and building portfolio models.
The company traces back to 1989 in San Diego, California, when it was known as LPL Investment Holdings Inc., before adopting its present name in June 2012. It is listed on the NASDAQ under the ticker LPLA.
- Listed
- NASDAQ
- Sector
- Finance
- Industry
- Investment banks/Brokers
- Website
- lpl.com
LPL Financial GekkoIndex: the smart money zone
LPL Financial’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 71.7, in the Buying zone, up 11.2 points over five sessions.
71.7Buying
Up 11.2 points over five sessions, from the Accumulation zone.
Reading for Sep 18, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying (current zone) | 22 | +1.7% | +2.5% | ||
| Accumulation | 182 | −0.2% | +2.7% | ||
| Neutral | 398 | +0.6% | +1.1% | ||
| Distribution | 53 | +0.5% | +2.3% | ||
| Selling | 7 | Too few readings yet | |||
Average LPLA share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Buying readings averaged +3.2% over 20 days. Past behaviour doesn’t guarantee future results.
Buying zone: Smart money likely accumulating heavily. About the five zones →
See every daily GekkoIndex reading plotted over the LPLA price, zone by zone.Track LPLA in Gekko
Is LPL Financial stock overvalued? Gekko Fair Value
LPL Financial trades 14.0% below Gekko Fair Value of $381.50, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what LPL Financial shares are worth, recalculated every trading day.
$381.50
Gekko Fair Value, Sep 19, 2026
14.0% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open LPLA in Gekko
LPL Financial insider and Congress trading
No open-market insider purchases were filed for LPL Financial, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in LPLA were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for LPLA, plotted on the chart in Gekko.Open LPLA in Gekko
Buybacks
LPL Financial has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $309.5M
- As a share of market cap
- 1.18%
From company filings.
Hedge funds and billionaires quarter ended Jun 30
2of the funds Gekko tracks hold LPLA.
1added0opened1trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko
LPL Financial earnings: next date and track record
LPL Financial reports on Oct 29, 2026, after the close (39 days away), and beat the EPS estimate in 8 of its last 8 reports.
Next earnings report
Oct 29, 2026
Expected after the close, 39 days away
- EPS estimate
- $5.90
- Revenue estimate
- $5.42B
8 of 8reports beat the EPS estimate
±5.2%average move across the report
5 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jul 30, 2026 AI summary
- What they said
- LPL Financial reported record adjusted EPS of $5.84 in Q2, with total client assets reaching $2.6 trillion, up 10% from Q1. Organic net new assets were $23 billion (4% annualized growth rate), while recruited assets hit $25 billion, the strongest recruiting quarter in nearly two years. The pipeline reached record levels. Commonwealth Financial Network integration is on track for Q4 onboarding, with mid-80% asset retention trending toward 90% target.
- Guidance
- Management expects improved organic growth in H2 2025, supported by record recruiting pipelines. Commonwealth onboarding is targeted for Q4, with asset retention goal of 90%. Operating leverage improvements are expected to continue.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 30, 2026 | $5.84 est $5.39 | $5.19B est $5.04B | +4.7% |
| Apr 30, 2026 | $5.60 est $5.47 | $4.94B est $4.98B | −3.7% |
| Jan 29, 2026 | $5.23 est $4.92 | $4.93B est $4.91B | −0.7% |
| Oct 30, 2025 | $5.20 est $4.49 | $4.55B est $4.35B | +9.8% |
| Jul 31, 2025 | $4.51 est $4.23 | $3.84B est $3.77B | −7.3% |
| May 8, 2025 | $5.15 est $4.68 | $3.67B est $3.61B | +7.7% |
| Jan 30, 2025 | $4.25 est $4.01 | $3.51B est $3.34B | +1.3% |
| Oct 30, 2024 | $4.16 est $3.71 | $3.11B est $3.04B | +6.2% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
LPL Financial stock forecast and analyst price targets
Analysts’ average 12-month price target for LPL Financial is $430.00, +31.1% from the last close, from 13 firms rating the stock in the last 90 days.
$430.00consensus 12-month target, +31.1% from the last close
Now $328.09Avg $430.00
Low $377High $557
Each firm’s latest rating in the last 90 days: 13 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 11 | Truist Financial | — | — |
| Sep 2 | Raymond James | — | — |
| Sep 1 | TD Cowen | $377 | +14.9% |
| Sep 1 | Truist Financial | $389 | +18.6% |
| Aug 20 | William Blair | — | — |
+2.5%average 20-day move after past Buying readings
+8.1%average move over the next 20 trading days in the last 5 years
±3.1%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
LPL Financial seasonality: the next 20 trading days
Over the next 20 trading days from Sep 19, LPL Financial averaged +8.1% across the last 5 years, rising in 4 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +2.4% | 3 of 5 |
| Next 10 trading days | +0.8% | 2 of 5 |
| Next 15 trading days | +5.6% | 3 of 5 |
| Next 20 trading days | +8.1% | 4 of 5 |
| Next 30 trading days | +11.0% | 4 of 5 |
For scale, LPLA’s typical 20-trading-day move in either direction is about 6%.
LPL Financial market cap and key statistics
LPL Financial’s market cap is $26.24B, with a P/E ratio of 26.7 and revenue of $19.20B over the last twelve months.
Valuation
- Market cap
- $26.24B
- P/E ratio
- 26.7
- Forward P/E
- 12
- EPS, TTM
- $12.37
- Gekko Fair Value
- $381.50
Trading
- Volume
- 1.11M
- Avg volume, 20 days
- 593,998
- 52-week high
- $400.16
- 52-week low
- $260.15
- Shares outstanding
- 78.74M
Financials
- Revenue, TTM
- $19.20B
- Profit margin
- 5.2%
- Return on equity
- 18.6%
- Quarterly earnings growth, YoY
- +39.4%
Risk and income
- Beta
- 0.48
- Typical daily move
- ±3.1%
- Typical 20-day move
- ±6%
- Dividend yield
- 0.36%
LPL Financial stock news this week
Coverage of LPL Financial this week reads positive: 4 positive, 2 neutral and 0 negative headlines.
- 28 Advisors and Team Members from Sierra Ridge Advisor Group Choose Gateway Financial Partners, Remain on LPL Financial PlatformYahoo Finance, Sep 18
- Bank of America Corp DE Takes Position in LPL Financial Holdings Inc. $LPLAMarketBeat, Sep 17
- LPL Financial Welcomes Horizon Wealth Management GroupGlobeNewsWire, Sep 15
- Katharine Reeping Sells 440 Shares of LPL Financial (NASDAQ:LPLA) StockMarketBeat, Sep 14
- National Pension Service Purchases 20,758 Shares of LPL Financial Holdings Inc. $LPLAMarketBeat, Sep 13
- LPL Financial Group Managing Director Sells 308 Shares for $110,100Yahoo Finance, Sep 12
LPL Financial peers
LPL Financial’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| GSGoldman Sachs | Buying | 12.7% below |
| SCHWCharles Schwab | Accumulation | 7.7% below |
| IBKRInteractive Brokers | Accumulation | 6.7% below |
| HOODRobinhood Markets | Neutral | 5.4% above |
| BNYBank of New York Mellon | Accumulation | 6.5% below |
| CMECME | Neutral | 1.0% above |
A peer links to its own page where one exists.
LPL Financial stock FAQ
What is LPL Financial’s market cap?
LPL Financial’s market cap is $26.24B at the Sep 18, 2026 close of $328.09, with 78.74M shares outstanding. The shares trade on a P/E ratio of 26.7.
What is the LPL Financial stock forecast?
The consensus analyst 12-month price target for LPL Financial is $430.00, +31.1% from the last close. Of the 13 firms that rated the stock in the last 90 days, 10 rate it a buy, 3 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is LPL Financial stock overvalued or undervalued?
On Gekko’s estimate LPL Financial is undervalued: the Sep 18, 2026 close of $328.09 is 14.0% below Gekko Fair Value of $381.50. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does LPL Financial report earnings next?
LPL Financial is expected to report on Oct 29, 2026, after the market closes (39 days away). Analysts expect earnings of $5.90 per share on revenue of $5.42B. LPL Financial beat the earnings estimate in 8 of its last 8 reports, moving 5.2% on average across the report.
What is LPL Financial’s 52-week high and low?
LPL Financial’s 52-week high is $400.16 and its 52-week low is $260.15; it closed at $328.09 on Sep 18, 2026, −2.4% over the past year.
Is LPL Financial stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 5 items with data read as supportive (gekkoindex, fair value, earnings risk and seasonality), 1 as mixed (trend). The checklist is a description of current data, not a recommendation.
How this page works
Prices and signals update after every US market close; the GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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