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LPLA

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LPL FINL HLDGS INC · Financial Services

$306.03
▼ 0.7%Close 2026-09-30

Live intraday price

Compare with our price levels

T2336.75
T1327.90
E1295.20
E3260.26
SL248.20

Close 2026-09-30: $306.03 · Levels are calculated once a day from the closing price; live prices come from TradingView (may be delayed at times)

Waiting• NeutralWhale score 22

Not in the buy zone yet — needs to drop 3.5% · 1 whale recently bought

1 month
▼ 17.3%
3 months
▲ 4.4%
1 year
▼ 9.8%
Analyst target
$430.00 +40.5%

🎯 Trade plan by price level

Buy in 3 tranches in the buy zone · sell in 3 tranches at the targets · sell everything if the stop-loss breaks

Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated

Buy zone
E1$295.20 -3.5%
E2$282.16 -7.8%
E3$260.26 -15.0%
Targets
T1$327.90 7.1%
T2$336.75 10.0%
T3$347.22 13.5%
Stop-loss
SL$248.20 -18.9%
Whale cost ~$354.16 15.7%

Risk : reward 1 : 1.9Moves ~$12.06 a day

⚖️ Positives and risks

✓ Positives (4)
  • ●เซียนซื้อใหม่/ซื้อเพิ่มไตรมาสล่าสุด 1 ราย
  • ●ราคาเป้าหมายนักวิเคราะห์เฉลี่ย 430.00 (upside +41%, 15 ราย)
  • ●นักวิเคราะห์ส่วนใหญ่แนะนำ Buy
  • ●รายได้โต +36% เทียบปีก่อน
! Risks (4)
  • ●เซียนขายออก/ลดสัดส่วน 1 ราย: Stephen Mandel (ลด)
  • ●เซียนโดยรวมขายสุทธิ
  • ●แนวโน้มระยะยาวเป็นขาลง (ใต้ MA200 และ MA200 ชี้ลง)
  • ●อ่อนแอกว่าตลาด (S&P 500) -17% ใน 6 เดือน

🕯️ Price chart

Green lines = buy zone E1–E3 · orange = targets T1–T3 · red = stop-loss · arrows = where the paper-trading bot bought/sold

🐋 Whales holding this stock

From each whale's latest quarterly filing

👔 Insider buying & selling

Latest trades from SEC Form 4 filings

All companies
Sell

Reeping Katharine · Officer

2026-09-11 · 440 shares @ $347.88

$153,049
Sell

Jambusaria Aneri · Director

2026-08-27 · 308 shares @ $357.36 · pre-planned sale (10b5-1)

$110,067
Sell

Gates Greg · Director

2026-08-20 · 4,119 shares @ $355.38

$1M
Sell

Enyedi Matthew · Director

2026-07-31 · 463 shares @ $352.77 · pre-planned sale (10b5-1)

$163,333
Sell

Enyedi Matthew · Director

2026-07-31 · 296 shares @ $353.37 · pre-planned sale (10b5-1)

$104,598
Sell

Enyedi Matthew · Director

2026-07-31 · 189 shares @ $351.06 · pre-planned sale (10b5-1)

$66,350
Sell

Enyedi Matthew · Director

2026-07-31 · 51 shares @ $354.52 · pre-planned sale (10b5-1)

$18,081
Sell

Enyedi Matthew · Director

2026-07-31 · 1 shares @ $355.51 · pre-planned sale (10b5-1)

$356
Sell

Jambusaria Aneri · Director

2026-06-17 · 308 shares @ $306.00 · pre-planned sale (10b5-1)

$94,248
Sell

Audette Matthew J · CFO

2026-04-15 · 595 shares @ $331.09 · pre-planned sale (10b5-1)

$196,999
Sell

Audette Matthew J · CFO

2026-04-15 · 220 shares @ $327.45 · pre-planned sale (10b5-1)

$72,039
Sell

Audette Matthew J · CFO

2026-04-15 · 189 shares @ $328.34 · pre-planned sale (10b5-1)

$62,056
Sell

Audette Matthew J · CFO

2026-04-15 · 106 shares @ $332.27 · pre-planned sale (10b5-1)

$35,221
Sell

Audette Matthew J · CFO

2026-04-14 · 330 shares @ $325.00 · pre-planned sale (10b5-1)

$107,250
Sell

Audette Matthew J · CFO

2026-04-14 · 139 shares @ $326.16 · pre-planned sale (10b5-1)

$45,336

📊 Past earnings and price reaction

Actual EPS vs. analyst estimates · the price move on the first trading day after the report and over the next 20 trading days

Post-earnings, all stocks
2026-07-30Beat +9%

Actual EPS $5.84 · est. $5.38 · After close

▲ 4.3%

Day 1

+4.9%

Next 20 days

2026-04-30In line +2%

Actual EPS $5.60 · est. $5.47 · After close

▼ 4.6%

Day 1

-13.6%

Next 20 days

2026-01-29Beat +7%

Actual EPS $5.23 · est. $4.90 · After close

▲ 0.5%

Day 1

-16.0%

Next 20 days

2025-10-30Beat +16%

Actual EPS $5.20 · est. $4.49 · After close

▲ 11.5%

Day 1

-5.0%

Next 20 days

2025-07-31Beat +7%

Actual EPS $4.51 · est. $4.21 · After close

▼ 6.5%

Day 1

-1.4%

Next 20 days

2025-05-08Beat +11%

Actual EPS $5.15 · est. $4.64 · After close

▲ 6.3%

Day 1

+5.6%

Next 20 days

2025-01-30Beat +7%

Actual EPS $4.25 · est. $3.96 · After close

▲ 1.4%

Day 1

-2.2%

Next 20 days

2024-10-30Beat +12%

Actual EPS $4.16 · est. $3.71 · After close

▲ 6.9%

Day 1

+15.3%

Next 20 days

Listen to the earnings call or read the full report on LPLA's investor relations page ↗ · Earnings data from Yahoo Finance

💬 User reviews

Rate and review this stock (sign-in required) — reviews don't affect the system's scores

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Ratings and comments are each user's own opinion. They don't affect the Smart-Money Score, signals, or price levels and are not investment advice · The average counts each person's latest rating, one vote per person

📰 Latest news

All news

🔬 Deep dive

For those who want the detailed numbers

Fundamentals
Market cap$24.8B
Next earnings2026-10-29
P/E (price to earnings)25.2
Forward P/E (on expected earnings)10.5
Revenue growth (YoY)+36.4%
Earnings growth (YoY)+39.4%
Net profit margin+5.2%
ROE+18.6%
Debt to equity (D/E)135%
Dividend yield0.40%
Analyst targets (high / low)$557.00 / $377.00
Number of analysts15
Trend and technical indicators
Trend short / mid / longDowntrend ↘ · Downtrend ↘ · Downtrend ↘
RSI32
MA50 / MA200$346.78 / $327.50
Distance from MA200-6.6%
MACDNegative
1-year high / low$399.03 / $259.94
vs. S&P 500 (6 months)-16.8%
Volume vs. average0.23×