25 XP 0   0   10  
0coffee
Main menu
3rd party ad coffee SUPPORTERis ad-free.

7LI (LPL Financial Holdings Inc) Stock Analysis
Buy, Hold or Sell?

Let's analyze LPL Financial Holdings Inc together

I guess you are interested in LPL Financial Holdings Inc. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

  • πŸ“Š Fundamental Analysis (FA) – LPL Financial Holdings Inc’s Financial Insights
  • πŸ“ˆ Technical Analysis (TA) – LPL Financial Holdings Inc’s Price Targets

I'm going to help you getting a better view of LPL Financial Holdings Inc. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

Get notifications about LPL Financial Holdings Inc

I send you an email if I find something interesting about LPL Financial Holdings Inc.

1. Quick Overview

1.1. Quick analysis of LPL Financial Holdings Inc (30 sec.)










1.2. What can you expect buying and holding a share of LPL Financial Holdings Inc? (30 sec.)

How much money do you get?

How much money do you get?
€1.20
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
€36.07
Expected worth in 1 year
€46.55
How sure are you?
100.0%

+ What do you gain per year?

Total Gains per Share
€11.58
Return On Investment
4.0%

For what price can you sell your share?

Current Price per Share
€292.00
Expected price per share
€261.30 - €300.00
How sure are you?
50%
3rd party ad coffee SUPPORTERis ad-free.

2. Detailed Analysis

2.1. Valuation of LPL Financial Holdings Inc (5 min.)




Live pricePrice per Share (EOD)
€292.00
Intrinsic Value Per Share
€-250.22 - €-303.96
Total Value Per Share
€-214.15 - €-267.88

2.2. Growth of LPL Financial Holdings Inc (5 min.)




Is LPL Financial Holdings Inc growing?

Current yearPrevious yearGrowGrow %
How rich?$2.9b$2.1b$500.7m19.1%

How much money is LPL Financial Holdings Inc making?

Current yearPrevious yearGrowGrow %
Making money$264.6m$266.5m-$1.9m-0.7%
Net Profit Margin8.6%10.7%--

How much money comes from the company's main activities?

2.3. Financial Health of LPL Financial Holdings Inc (5 min.)




3rd party ad coffee SUPPORTERis ad-free.

3. Summary and Key Metrics

3.1. What can you expect buying and holding a share of LPL Financial Holdings Inc?

Welcome investor! LPL Financial Holdings Inc's management wants to use your money to grow the business. In return you get a share of LPL Financial Holdings Inc.

First you should know what it really means to hold a share of LPL Financial Holdings Inc. And how you can make/lose money.

Speculation

The Price per Share of LPL Financial Holdings Inc is €292.00. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of LPL Financial Holdings Inc.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in LPL Financial Holdings Inc, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is €36.07. Based on the TTM, the Book Value Change Per Share is €2.62 per quarter. Based on the YOY, the Book Value Change Per Share is €0.11 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is €0.28 per quarter.
Based on historical numbers we can estimate the returns while holding a share of LPL Financial Holdings Inc.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 β‚¬% of Price per Share€% of Price per Share€% of Price per Share€% of Price per Share€% of Price per Share
Usd Eps3.631.2%3.541.2%3.481.2%2.951.0%2.951.0%
Usd Book Value Change Per Share2.200.8%2.851.0%0.120.0%2.801.0%2.801.0%
Usd Dividend Per Share0.300.1%0.300.1%0.300.1%0.280.1%0.280.1%
Usd Total Gains Per Share2.500.9%3.151.1%0.430.1%3.081.1%3.081.1%
Usd Price Per Share341.66-277.68-221.89-223.49-223.49-
Price to Earnings Ratio23.55-19.65-16.51-20.48-20.48-
Price-to-Total Gains Ratio136.51-92.20-26,504.92-7,645.64-7,645.64-
Price to Book Ratio8.70-7.95-7.99-8.04-8.04-
Price-to-Total Gains Ratio136.51-92.20-26,504.92-7,645.64-7,645.64-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share317.7252
Number of shares3
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.300.28
Usd Book Value Change Per Share2.852.80
Usd Total Gains Per Share3.153.08
Gains per Quarter (3 shares)9.459.25
Gains per Year (3 shares)37.8237.00
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
14342833427
27686676764
31110310410101101
41413714213135138
51817118017168175
62220521820202212
72523925623236249
82927429427269286
93230833230303323
103634237034336360

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share4.00.00.0100.0%12.00.00.0100.0%14.00.00.0100.0%14.00.00.0100.0%14.00.00.0100.0%
Book Value Change Per Share4.00.00.0100.0%10.02.00.083.3%12.02.00.085.7%12.02.00.085.7%12.02.00.085.7%
Dividend per Share4.00.00.0100.0%12.00.00.0100.0%14.00.00.0100.0%14.00.00.0100.0%14.00.00.0100.0%
Total Gains per Share4.00.00.0100.0%12.00.00.0100.0%14.00.00.0100.0%14.00.00.0100.0%14.00.00.0100.0%
3rd party ad coffee SUPPORTERis ad-free.

3.2. Key Performance Indicators

The key performance indicators of LPL Financial Holdings Inc compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--2.0242.620-23%0.114+1677%2.577-21%2.577-21%
Book Value Per Share--36.07332.241+12%25.544+41%25.583+41%25.583+41%
Current Ratio--1.6251.832-11%1.578+3%1.191+36%1.191+36%
Debt To Asset Ratio--0.7800.7810%0.779+0%0.780+0%0.780+0%
Debt To Equity Ratio--3.5443.570-1%3.535+0%3.5560%3.5560%
Dividend Per Share--0.2760.276+0%0.2780%0.257+8%0.257+8%
Enterprise Value--13897967410.00010502341954.400+32%8667057207.425+60%8827309051.736+57%8827309051.736+57%
Eps--3.3333.255+2%3.201+4%2.715+23%2.715+23%
Ev To Ebitda Ratio--infinfnan%infnan%infnan%infnan%
Ev To Sales Ratio--1.0760.920+17%0.940+15%1.689-36%1.689-36%
Free Cash Flow Per Share---4.238-0.877-79%0.354-1297%1.511-380%1.511-380%
Free Cash Flow To Equity Per Share--7.2693.483+109%-0.236+103%2.146+239%2.146+239%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Intrinsic Value_10Y_max---303.956--------
Intrinsic Value_10Y_min---250.220--------
Intrinsic Value_1Y_max--0.376--------
Intrinsic Value_1Y_min--0.387--------
Intrinsic Value_3Y_max---22.370--------
Intrinsic Value_3Y_min---20.882--------
Intrinsic Value_5Y_max---73.447--------
Intrinsic Value_5Y_min---66.149--------
Market Cap--23443438448.00019070400433.400+23%15547666266.425+51%15814557164.021+48%15814557164.021+48%
Net Profit Margin--0.0770.086-10%0.107-28%0.142-46%0.142-46%
Operating Margin----0%-0%-0%-0%
Operating Ratio--1.6221.592+2%1.533+6%1.297+25%1.297+25%
Pb Ratio8.095-8%8.7057.945+10%7.986+9%8.039+8%8.039+8%
Pe Ratio21.904-8%23.55519.651+20%16.514+43%20.478+15%20.478+15%
Price Per Share292.000-8%314.000255.200+23%203.925+54%205.393+53%205.393+53%
Price To Free Cash Flow Ratio-17.225+7%-18.52312.114-253%43.475-143%-61.040+230%-61.040+230%
Price To Total Gains Ratio126.946-8%136.51092.201+48%26504.919-99%7645.639-98%7645.639-98%
Quick Ratio--0.1790.211-15%0.197-9%0.139+29%0.139+29%
Return On Assets--0.0200.022-9%0.028-27%0.023-12%0.023-12%
Return On Equity--0.0920.102-10%0.125-26%0.105-12%0.105-12%
Total Gains Per Share--2.3002.896-21%0.391+488%2.833-19%2.833-19%
Usd Book Value--2930496205.2682621800599.581+12%2121064926.792+38%2143151129.451+37%2143151129.451+37%
Usd Book Value Change Per Share--2.2022.851-23%0.124+1677%2.804-21%2.804-21%
Usd Book Value Per Share--39.25135.082+12%27.794+41%27.837+41%27.837+41%
Usd Dividend Per Share--0.3010.300+0%0.3020%0.279+8%0.279+8%
Usd Enterprise Value--15122378338.82111427598280.583+32%9430624947.399+60%9604994979.194+57%9604994979.194+57%
Usd Eps--3.6263.541+2%3.483+4%2.954+23%2.954+23%
Usd Free Cash Flow---344288570.734-71232928.398-79%27330263.342-1360%131725315.973-361%131725315.973-361%
Usd Free Cash Flow Per Share---4.611-0.954-79%0.385-1297%1.644-380%1.644-380%
Usd Free Cash Flow To Equity Per Share--7.9093.790+109%-0.256+103%2.335+239%2.335+239%
Usd Market Cap--25508805375.26920750502711.583+23%16917415664.497+51%17207819650.172+48%17207819650.172+48%
Usd Price Per Share317.725-8%341.663277.683+23%221.891+54%223.488+53%223.488+53%
Usd Profit--270739225.961264644445.991+2%266552877.094+2%227257010.011+19%227257010.011+19%
Usd Revenue--3512224204.1293096164974.409+13%2513121273.047+40%2008449920.912+75%2008449920.912+75%
Usd Total Gains Per Share--2.5033.151-21%0.426+488%3.083-19%3.083-19%
 EOD+3 -3MRQTTM+21 -16YOY+21 -165Y+19 -1810Y+19 -18

3.3 Fundamental Score

Let's check the fundamental score of LPL Financial Holdings Inc based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1521.904
Price to Book Ratio (EOD)Between0-18.095
Net Profit Margin (MRQ)Greater than00.077
Operating Margin (MRQ)Greater than00.000
Quick Ratio (MRQ)Greater than10.179
Current Ratio (MRQ)Greater than11.625
Debt to Asset Ratio (MRQ)Less than10.780
Debt to Equity Ratio (MRQ)Less than13.544
Return on Equity (MRQ)Greater than0.150.092
Return on Assets (MRQ)Greater than0.050.020
Total3/10 (30.0%)

3.4 Technical Score

Let's check the technical score of LPL Financial Holdings Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5024.737
Ma 20Greater thanMa 50331.600
Ma 50Greater thanMa 100336.040
Ma 100Greater thanMa 200313.320
OpenGreater thanClose284.000
Total2/5 (40.0%)

4. In-depth Analysis

4.1 About LPL Financial Holdings Inc

4.2 In-depth Summary

4.2.1. Financial Health Summary

Profitability Details
 Compared to previous yearCompared to industry
The company is making a profit.
Using its assets, the company is less efficient in making profit.
Using its investors money, the company is less efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is inefficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is able to pay all its short-term debts.
The company is just not able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is just able to pay all its debts by selling its assets.
The company is unable to pay all its debts with equity.

4.2.2. Valuation Summary

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is overpriced.
Based on the earnings, the company is fair priced.
Based on how much money comes from the company's main activities, the company is cheap.
3rd party ad coffee SUPPORTERis ad-free.

4.3 Financial Health

4.3.1. Profitability

4.3.1 Profitability
4.3.1.1. Net Profit Margin

Measures how much net profit LPL Financial Holdings Inc earns for each €1 of revenue.

  • Above 10% is considered healthy but always compare LPL Financial Holdings Inc to the  industry mean.
  • A Net Profit Margin of 7.7% means that β‚¬0.08 for each €1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of LPL Financial Holdings Inc:

  • The MRQ is 7.7%. The company is making a profit. +1
  • The TTM is 8.6%. The company is making a profit. +1
Trends
Current periodCompared to+/- 
MRQ7.7%TTM8.6%-0.9%
TTM8.6%YOY10.7%-2.1%
TTM8.6%5Y14.2%-5.6%
5Y14.2%10Y14.2%0.0%
4.3.1.2. Return on Assets

Shows how efficient LPL Financial Holdings Inc is using its assets to generate profit.

  • Above 5% is considered healthy but always compare LPL Financial Holdings Inc to the  industry mean.
  • 2.0% Return on Assets means that LPL Financial Holdings Inc generated β‚¬0.02 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of LPL Financial Holdings Inc:

  • The MRQ is 2.0%. Using its assets, the company is less efficient in making profit.
  • The TTM is 2.2%. Using its assets, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ2.0%TTM2.2%-0.2%
TTM2.2%YOY2.8%-0.6%
TTM2.2%5Y2.3%-0.1%
5Y2.3%10Y2.3%0.0%
4.3.1.3. Return on Equity

Shows how efficient LPL Financial Holdings Inc is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare LPL Financial Holdings Inc to the  industry mean.
  • 9.2% Return on Equity means LPL Financial Holdings Inc generated €0.09 for each β‚¬1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of LPL Financial Holdings Inc:

  • The MRQ is 9.2%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 10.2%. Using its investors money, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ9.2%TTM10.2%-1.0%
TTM10.2%YOY12.5%-2.3%
TTM10.2%5Y10.5%-0.3%
5Y10.5%10Y10.5%0.0%
3rd party ad coffee SUPPORTERis ad-free.

4.3.2. Operating Efficiency of LPL Financial Holdings Inc.

4.3.2. Operating Efficiency
4.3.2.1. Operating Margin

Measures how efficient LPL Financial Holdings Inc is operating .

  • Measures how much profit LPL Financial Holdings Inc makes for each €1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare LPL Financial Holdings Inc to the  industry mean.
  • An Operating Margin of 0.0% means the company generated €0.00  for each €1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of LPL Financial Holdings Inc:

  • The MRQ is 0.0%. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.0%
TTM-YOY-0.0%
TTM-5Y-0.0%
5Y-10Y-0.0%
4.3.2.2. Operating Ratio

Measures how efficient LPL Financial Holdings Inc is keeping operating costs low.

  • Below 1 is considered healthy (always compare to  industry mean).
  • An Operation Ratio of 1.62 means that the operating costs are €1.62 for each €1 in net sales.

Let's take a look of the Operating Ratio trends of LPL Financial Holdings Inc:

  • The MRQ is 1.622. The company is inefficient in keeping operating costs low. -1
  • The TTM is 1.592. The company is inefficient in keeping operating costs low. -1
Trends
Current periodCompared to+/- 
MRQ1.622TTM1.592+0.030
TTM1.592YOY1.533+0.059
TTM1.5925Y1.297+0.295
5Y1.29710Y1.2970.000
3rd party ad coffee SUPPORTERis ad-free.

4.4.3. Liquidity of LPL Financial Holdings Inc.

4.4.3. Liquidity
4.4.3.1. Current Ratio

Measures if LPL Financial Holdings Inc is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to  industry mean).
  • A Current Ratio of 1.62 means the company has €1.62 in assets for each €1 in short-term debts.

Let's take a look of the Current Ratio trends of LPL Financial Holdings Inc:

  • The MRQ is 1.625. The company is able to pay all its short-term debts. +1
  • The TTM is 1.832. The company is able to pay all its short-term debts. +1
Trends
Current periodCompared to+/- 
MRQ1.625TTM1.832-0.207
TTM1.832YOY1.578+0.254
TTM1.8325Y1.191+0.641
5Y1.19110Y1.1910.000
4.4.3.2. Quick Ratio

Measures if LPL Financial Holdings Inc is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare LPL Financial Holdings Inc to the  industry mean.
  • A Quick Ratio of 0.18 means the company can pay off €0.18 for each €1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of LPL Financial Holdings Inc:

  • The MRQ is 0.179. The company is just not able to pay all its short-term debts with the most liquid assets. -1
  • The TTM is 0.211. The company is just not able to pay all its short-term debts with the most liquid assets. -1
Trends
Current periodCompared to+/- 
MRQ0.179TTM0.211-0.031
TTM0.211YOY0.197+0.013
TTM0.2115Y0.139+0.071
5Y0.13910Y0.1390.000
3rd party ad coffee SUPPORTERis ad-free.

4.5.4. Solvency of LPL Financial Holdings Inc.

4.5.4. Solvency
4.5.4.1. Debt to Asset Ratio

Measures how much % of LPL Financial Holdings Inc assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare LPL Financial Holdings Inc to industry mean.
  • A Debt to Asset Ratio of 0.78 means that LPL Financial Holdings Inc assets are financed with 78.0% credit (debt) and the remaining percentage (100% - 78.0%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of LPL Financial Holdings Inc:

  • The MRQ is 0.780. The company is just able to pay all its debts by selling its assets.
  • The TTM is 0.781. The company is just able to pay all its debts by selling its assets.
Trends
Current periodCompared to+/- 
MRQ0.780TTM0.781-0.001
TTM0.781YOY0.779+0.002
TTM0.7815Y0.780+0.001
5Y0.78010Y0.7800.000
4.5.4.2. Debt to Equity Ratio

Measures if LPL Financial Holdings Inc is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare LPL Financial Holdings Inc to the  industry mean.
  • A Debt to Equity ratio of 354.4% means that company has €3.54 debt for each €1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of LPL Financial Holdings Inc:

  • The MRQ is 3.544. The company is unable to pay all its debts with equity. -1
  • The TTM is 3.570. The company is unable to pay all its debts with equity. -1
Trends
Current periodCompared to+/- 
MRQ3.544TTM3.570-0.026
TTM3.570YOY3.535+0.035
TTM3.5705Y3.556+0.014
5Y3.55610Y3.5560.000
3rd party ad coffee SUPPORTERis ad-free.

4.6. Market Valuation

4.6.1. Earnings Per Share
4.6.2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every €1 in earnings LPL Financial Holdings Inc generates.

  • Above 15 is considered overpriced but always compare LPL Financial Holdings Inc to the  industry mean.
  • A PE ratio of 23.55 means the investor is paying €23.55 for every €1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of LPL Financial Holdings Inc:

  • The EOD is 21.904. Based on the earnings, the company is fair priced.
  • The MRQ is 23.555. Based on the earnings, the company is fair priced.
  • The TTM is 19.651. Based on the earnings, the company is fair priced.
Trends
Current periodCompared to+/- 
EOD21.904MRQ23.555-1.650
MRQ23.555TTM19.651+3.904
TTM19.651YOY16.514+3.137
TTM19.6515Y20.478-0.827
5Y20.47810Y20.4780.000
4.6.2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of LPL Financial Holdings Inc:

  • The EOD is -17.225. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The MRQ is -18.523. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The TTM is 12.114. Based on how much money comes from the company's main activities, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD-17.225MRQ-18.523+1.298
MRQ-18.523TTM12.114-30.637
TTM12.114YOY43.475-31.361
TTM12.1145Y-61.040+73.154
5Y-61.04010Y-61.0400.000
3rd party ad coffee SUPPORTERis ad-free.
4.6.2. Book Value per Share
4.6.2.1. Price to Book Ratio

Measures if the stock price of LPL Financial Holdings Inc is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to industry mean).
  • A PB ratio of 8.70 means the investor is paying €8.70 for each €1 in book value.

Let's take a look of the Price to Book Ratio trends of LPL Financial Holdings Inc:

  • The EOD is 8.095. Based on the equity, the company is overpriced. -1
  • The MRQ is 8.705. Based on the equity, the company is overpriced. -1
  • The TTM is 7.945. Based on the equity, the company is overpriced. -1
Trends
Current periodCompared to+/- 
EOD8.095MRQ8.705-0.610
MRQ8.705TTM7.945+0.759
TTM7.945YOY7.986-0.040
TTM7.9455Y8.039-0.094
5Y8.03910Y8.0390.000
4.6.2. Total Gains per Share

2.4. Latest News of LPL Financial Holdings Inc

Does LPL Financial Holdings Inc still have the same value as the quarterly reports suggest? Recent changes may be an indication that the value of the company is changing. Read the news from LPL Financial Holdings Inc to keep up to date. Note: the news is often already included in the price.

DateTitleRead
2025-03-05
18:48
LPL Financial Holdings (NasdaqGS:LPLA) Enhances Advisor Tech With Wealthbox Integration For Seamless ServiceRead
2025-03-05
15:00
LPL Welcomes Shorepoint Wealth ManagementRead
2025-02-28
19:06
Wells Fargo Team That Managed $1.15 Billion Jumps to LPL FinancialRead
2025-02-27
21:01
Ameriprise Suffers Setback in Continuing Legal Battle With LPL FinancialRead
2025-02-20
22:05
LPL Financial Reports Monthly Activity for January 2025Read
3rd party ad coffee SUPPORTERis ad-free.

6. Financial Statements




6.1. Latest Balance Sheet

Balance Sheet of 2024-12-31. Currency in USD. All numbers in thousands.

Summary
Total Assets13,317,404
Total Liabilities10,386,802
Total Stockholder Equity2,930,602
 As reported
Total Liabilities 10,386,802
Total Stockholder Equity+ 2,930,602
Total Assets = 13,317,404

Assets

Total Assets13,317,404
Total Current Assets6,815,253
Long-term Assets6,502,151
Total Current Assets
Cash And Cash Equivalents 967,079
Short-term Investments 42,267
Net Receivables 710,379
Total Current Assets  (as reported)6,815,253
Total Current Assets  (calculated)1,719,725
+/- 5,095,528
Long-term Assets
Property Plant Equipment 1,329,171
Goodwill 2,172,873
Long Term Investments 293,897
Intangible Assets 1,482,988
Long-term Assets Other 213,581
Long-term Assets  (as reported)6,502,151
Long-term Assets  (calculated)5,492,510
+/- 1,009,641

Liabilities & Shareholders' Equity

Total Current Liabilities4,194,902
Long-term Liabilities6,191,900
Total Stockholder Equity2,930,602
Total Current Liabilities
Short Long Term Debt 1,047,000
Accounts payable 2,616,343
Total Current Liabilities  (as reported)4,194,902
Total Current Liabilities  (calculated)3,663,343
+/- 531,559
Long-term Liabilities
Long term Debt 4,447,724
Capital Lease Obligations Min Short Term Debt252,841
Long-term Liabilities Other 493,822
Long-term Liabilities  (as reported)6,191,900
Long-term Liabilities  (calculated)5,194,387
+/- 997,513
Total Stockholder Equity
Retained Earnings 5,066,525
Total Stockholder Equity (as reported)2,930,602
Total Stockholder Equity (calculated)5,066,525
+/- 2,135,923
Other
Capital Stock131
Common Stock Shares Outstanding 74,661
Net Debt 4,527,645
Net Invested Capital 8,425,326
Net Working Capital 2,620,351
Property Plant and Equipment Gross 2,713,430



6.2. Balance Sheets Structured

Currency in USD. All numbers in thousands.

 Trend2024-12-312024-09-302024-06-302024-03-312023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-30
> Total Assets 
7,555,806
7,991,600
7,773,331
7,736,486
9,695,783
9,482,226
9,167,805
9,392,196
9,487,329
10,385,480
11,017,539
11,503,727
11,941,875
13,317,404
13,317,40411,941,87511,503,72711,017,53910,385,4809,487,3299,392,1969,167,8059,482,2269,695,7837,736,4867,773,3317,991,6007,555,806
   > Total Current Assets 
0
0
0
0
6,147,477
5,700,492
5,060,204
5,136,698
5,142,220
5,691,951
6,180,000
6,345,780
6,574,415
6,815,253
6,815,2536,574,4156,345,7806,180,0005,691,9515,142,2205,136,6985,060,2045,700,4926,147,4770000
       Cash And Cash Equivalents 
977,789
495,246
1,009,693
700,395
1,219,418
847,519
469,785
761,187
799,209
465,671
1,102,270
1,318,894
1,474,954
967,079
967,0791,474,9541,318,8941,102,270465,671799,209761,187469,785847,5191,219,418700,3951,009,693495,246977,789
       Short-term Investments 
0
0
0
0
26,514
17,866
17,568
15,306
36,201
76,088
43,428
75,957
95,941
42,267
42,26795,94175,95743,42876,08836,20115,30617,56817,86626,5140000
       Net Receivables 
592,170
578,889
624,188
695,405
635,380
561,569
582,055
646,067
622,098
638,654
694,739
638,355
675,778
710,379
710,379675,778638,355694,739638,654622,098646,067582,055561,569635,380695,405624,188578,889592,170
   > Long-term Assets 
0
0
0
0
3,548,306
3,781,734
4,107,601
4,255,498
4,345,109
4,693,529
4,837,539
5,157,947
5,367,460
6,502,151
6,502,1515,367,4605,157,9474,837,5394,693,5294,345,1094,255,4984,107,6013,781,7343,548,3060000
       Property Plant Equipment 
0
0
0
0
751,478
872,891
907,170
944,969
978,391
1,026,888
1,080,340
1,160,307
1,250,077
1,329,171
1,329,1711,250,0771,160,3071,080,3401,026,888978,391944,969907,170872,891751,4780000
       Goodwill 
1,641,238
1,642,443
1,642,468
1,642,468
1,642,468
1,642,468
1,765,890
1,772,162
1,772,182
1,856,648
1,840,972
1,860,062
1,868,193
2,172,873
2,172,8731,868,1931,860,0621,840,9721,856,6481,772,1821,772,1621,765,8901,642,4681,642,4681,642,4681,642,4681,642,4431,641,238
       Long Term Investments 
43,268
163,766
43,709
47,695
62,177
174,863
141,890
157,458
164,286
192,354
211,116
224,826
248,945
293,897
293,897248,945224,826211,116192,354164,286157,458141,890174,86362,17747,69543,709163,76643,268
       Intangible Assets 
470,989
455,028
433,925
433,485
427,791
427,676
580,063
606,180
641,166
671,585
690,767
783,031
782,426
1,482,988
1,482,988782,426783,031690,767671,585641,166606,180580,063427,676427,791433,485433,925455,028470,989
> Total Liabilities 
5,939,417
6,321,067
6,038,325
5,892,426
7,696,271
7,314,674
6,974,872
7,270,130
7,396,741
8,306,501
8,747,658
8,988,380
9,170,124
10,386,802
10,386,8029,170,1248,988,3808,747,6588,306,5017,396,7417,270,1306,974,8727,314,6747,696,2715,892,4266,038,3256,321,0675,939,417
   > Total Current Liabilities 
0
0
0
0
4,181,876
3,632,712
3,148,183
3,333,968
3,280,205
3,568,231
3,886,050
3,086,286
3,197,615
4,194,902
4,194,9023,197,6153,086,2863,886,0503,568,2313,280,2053,333,9683,148,1833,632,7124,181,8760000
       Short Long Term Debt 
0
90,000
0
0
0
0
135,000
287,000
412,000
280,000
401,000
0
0
1,047,000
1,047,00000401,000280,000412,000287,000135,000000090,0000
       Accounts payable 
963,825
554,144
480,570
2,017,051
3,837,155
3,143,559
2,530,356
2,665,697
2,487,198
2,915,476
3,046,268
2,637,659
2,736,121
2,616,343
2,616,3432,736,1212,637,6593,046,2682,915,4762,487,1982,665,6972,530,3563,143,5593,837,1552,017,051480,570554,144963,825
   > Long-term Liabilities 
0
0
0
0
3,514,395
3,681,962
3,826,689
3,936,162
4,116,536
4,738,270
4,861,608
5,902,094
5,972,509
6,191,900
6,191,9005,972,5095,902,0944,861,6084,738,2704,116,5363,936,1623,826,6893,681,9623,514,3950000
> Total Stockholder Equity
1,616,389
1,670,533
1,735,006
1,844,060
1,999,512
2,167,552
2,192,933
2,122,066
2,090,588
2,078,979
2,269,881
2,515,347
2,771,751
2,930,602
2,930,6022,771,7512,515,3472,269,8812,078,9792,090,5882,122,0662,192,9332,167,5521,999,5121,844,0601,735,0061,670,5331,616,389
   Common Stock00000000000000
   Retained Earnings 
2,237,947
2,327,602
2,442,893
2,585,417
2,799,541
3,101,072
3,418,529
3,683,472
3,887,233
4,085,114
4,354,139
4,578,955
4,814,732
5,066,525
5,066,5254,814,7324,578,9554,354,1394,085,1143,887,2333,683,4723,418,5293,101,0722,799,5412,585,4172,442,8932,327,6022,237,947
   Capital Surplus 00000000000000
   Treasury Stock00000000000000
   Other Stockholders Equity 00000000000000



6.3. Balance Sheets

Currency in USD. All numbers in thousands.




6.4. Cash Flows

Currency in USD. All numbers in thousands.




6.5. Income Statements

Currency in USD. All numbers in thousands.


6.6. Latest Income Statement

Income Statement (annual), 2024-12-31. Currency in USD. All numbers in thousands.

Gross Profit (+$)
totalRevenue12,385,107
Cost of Revenue-9,015,664
Gross Profit3,369,4433,369,443
 
Operating Income (+$)
Gross Profit3,369,443
Operating Expense-10,718,034
Operating Income1,667,073-7,348,591
 
Operating Expense (+$)
Research Development0
Selling General Administrative1,040,116
Selling And Marketing Expenses0
Operating Expense10,718,0341,040,116
 
Net Interest Income (+$)
Interest Income0
Interest Expense-274,181
Other Finance Cost-0
Net Interest Income-274,181
 
Pretax Income (+$)
Operating Income1,667,073
Net Interest Income-274,181
Other Non-Operating Income Expenses0
Income Before Tax (EBT)1,392,8921,667,073
EBIT - interestExpense = -274,181
1,058,616
1,332,797
Interest Expense274,181
Earnings Before Interest and Taxes (EBIT)01,667,073
Earnings Before Interest and Taxes (EBITDA)0
 
After tax Income (+$)
Income Before Tax1,392,892
Tax Provision-334,276
Net Income From Continuing Ops1,058,6161,058,616
Net Income1,058,616
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses0
Total Other Income/Expenses Net0274,181
 

Technical Analysis of LPL Financial Holdings Inc
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of LPL Financial Holdings Inc. The general trend of LPL Financial Holdings Inc is BULLISH with 14.3% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine LPL Financial Holdings Inc's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (14.3%) Bearish trend (-14.3%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. LPL Financial Holdings Inc Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of LPL Financial Holdings Inc.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is 0/(-1 +1).

  • Between support/resistance: The price is trading between support and resistance lines.

The bullish price targets are: 296.00 < 296.00 < 300.00.

The bearish price targets are: 261.30 > 261.30 > 261.30.

Tweet this
LPL Financial Holdings Inc Daily Support & Resistance Chart
3rd party ad coffee SUPPORTERis ad-free.

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of LPL Financial Holdings Inc. The current mas is .

The long score for the Moving Averages is 8/14.
The longshort score for the Moving Averages is 2/(-14 +14).

  • MA 20 trending down: The MA 20 is trending down. -1
  • Close < MA 20: The price is below the MA 20. -1
  • MA 20 < MA 50: The MA 20 is lower than the MA 50. -1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending down: The MA 50 is trending down. -1
  • Close < MA 50: The price is below the MA 50. -1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close < MA 100: The price is below the MA 100. -1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

LPL Financial Holdings Inc Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of LPL Financial Holdings Inc. The current macd is -14.03424369.

The long score for the Moving Average Convergence/Divergence (MACD) is 0/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is -4/(-4 +4).

  • MACD line < signal line: The MACD line is below the signal line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the LPL Financial Holdings Inc price going down in the near term. -2
  • MACD < 0: The MACD is below the zero line (centerline), it indicates a bearish signal for LPL Financial Holdings Inc. This means that the short-term moving average is lower than the long-term moving average, signaling negative momentum and suggesting a higher likelihood of the LPL Financial Holdings Inc price continuing to fall in the near future. It indicates that sellers are gaining control, and there is negativism in the market, leading to potential price decreases. -1
  • Trending down: The MACD line is trending down. This indicates that the short-term moving average is falling faster than the long-term moving average, suggesting negative momentum in the market. This signals that sellers are becoming more active and insecure, leading to potential price decreases as traders anticipate further losses and are willing to sell at lower prices. -1
LPL Financial Holdings Inc Daily Moving Average Convergence/Divergence (MACD) ChartLPL Financial Holdings Inc Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of LPL Financial Holdings Inc. The current adx is 35.03.

The long score for the Directional Movement Index (DMI) is 0/7.
The longshort score for the Directional Movement Index (DMI) is -4/(-7 +7).

  • PLUS_ID < MINUS_DI: The +DI line is below the -DI line. This indicates a bearish signal in the market, as the negative directional movement is currently stronger than the positive directional movement, showing that sellers have the upper hand. Market psychology suggests that traders are pessimistic, expecting further price decreases, and are more willing to sell LPL Financial Holdings Inc shares, leading to potential downward momentum in its price. -1
  • PLUS_ID < MINUS_DI && ADX > 25 && ADX trending up: The ADX is above 25 and indicates a strong bearish trend. The ADX is trending up, so the bearish trend is strengthening.
LPL Financial Holdings Inc Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of LPL Financial Holdings Inc. The current sar is 332.55.

The long score for the Parabolic SAR is 0/1.
The longshort score for the Parabolic SAR is -1/(-1 +1).

  • Close < SAR: The price is below the SAR. It's generally considered a bearish signal. -1
LPL Financial Holdings Inc Daily Parabolic SAR Chart
3rd party ad coffee SUPPORTERis ad-free.

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of LPL Financial Holdings Inc. The current rsi is 24.74. The current phase is Oversold in bull market.

The long score for the Relative Strength Index (RSI) is 1/13.
The longshort score for the Relative Strength Index (RSI) is 0/(-13 +13).

  • Oversold in bull market: Short-term excessive selling, potential for rebound. Consider buying at a perceived discount, watch for reversal signs. +1
  • Trending down: The RSI is trending down. -1
LPL Financial Holdings Inc Daily Relative Strength Index (RSI) ChartLPL Financial Holdings Inc Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of LPL Financial Holdings Inc. The current phase is Oversold in bull market.

The long score for the Stochastic Oscillator is 0/6.
The longshort score for the Stochastic Oscillator is -6/(-6 +6).

  • STOCH < 50: The STOCH %K is below 50. There are more sellers than buyers. -1
  • STOCH < 20: The STOCH %K is below 20 and oversold. -2
  • STOCH %K line < STOCH %D line: The STOCH %K line is below the STOCH %D line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the LPL Financial Holdings Inc price going down in the near term. -2
  • Trending down: The STOCH %K is trending down. -1
LPL Financial Holdings Inc Daily Stochastic Oscillator ChartLPL Financial Holdings Inc Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of LPL Financial Holdings Inc. The current cci is -113.57890935.

The long score for the Commodity Channel Index (CCI) is 0/1.
The longshort score for the Commodity Channel Index (CCI) is -1/(-1 +1).

  • CCI < -100: The CCI is below -100, it indicates that the price is significantly below its average, suggesting a potential oversold condition. -1
LPL Financial Holdings Inc Daily Commodity Channel Index (CCI) ChartLPL Financial Holdings Inc Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of LPL Financial Holdings Inc. The current cmo is -59.15083242.

The long score for the Chande Momentum Oscillator (CMO) is 0/1.
The longshort score for the Chande Momentum Oscillator (CMO) is -1/(-1 +1).

  • CMO < 0: The CMO is below 0, the momentum of the price is negative, indicating a potential downtrend in the price. -1
LPL Financial Holdings Inc Daily Chande Momentum Oscillator (CMO) ChartLPL Financial Holdings Inc Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of LPL Financial Holdings Inc. The current willr is -88.57142857.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is -1/(-1 +1).

  • WILLR < -80: The Williams %R is below -80. This indicates that the price is in oversold territory, suggesting a potential price correction or trend reversal to the upside. -1
LPL Financial Holdings Inc Daily Williams %R ChartLPL Financial Holdings Inc Daily Williams %R Chart
3rd party ad coffee SUPPORTERis ad-free.

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of LPL Financial Holdings Inc.

LPL Financial Holdings Inc Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of LPL Financial Holdings Inc. The current atr is 7.09986894.

LPL Financial Holdings Inc Daily Average True Range (ATR) ChartLPL Financial Holdings Inc Daily Average True Range (ATR) Chart
3rd party ad coffee SUPPORTERis ad-free.

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of LPL Financial Holdings Inc. The current obv is 41.00.

LPL Financial Holdings Inc Daily On-Balance Volume (OBV) ChartLPL Financial Holdings Inc Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of LPL Financial Holdings Inc. The current mfi is 0.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -2/(-2 +2).

  • MFI < 50: -1
  • MFI < 20: -1
LPL Financial Holdings Inc Daily Money Flow Index (MFI) ChartLPL Financial Holdings Inc Daily Money Flow Index (MFI) Chart
3rd party ad coffee SUPPORTERis ad-free.

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for LPL Financial Holdings Inc.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2024-10-23STOCH SHORT EXITThe %K line crosses above the %D line.
2024-10-25CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-10-28STOCH LONG EXITThe %K line crosses below the %D line.
2024-10-31MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2024-11-01MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-11-04STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-11-06STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-11-07BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-11-08ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-11-11ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-11-12STOCH LONG EXITThe %K line crosses below the %D line.
2024-11-20STOCH SHORT EXITThe %K line crosses above the %D line.
2024-11-21ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-11-22STOCH LONG EXITThe %K line crosses below the %D line.
2024-11-27MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2024-12-03SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2024-12-04STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-12-05SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-12-06STOCH LONG EXITThe %K line crosses below the %D line.
2024-12-10SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-12-12SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-12-13RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2024-12-16STOCH LONG EXITThe %K line crosses below the %D line.
2024-12-20STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-12-23CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-12-30STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-01-02STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-01-03BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-01-06STOCH LONG EXITThe %K line crosses below the %D line.
2025-01-08STOCH SHORT EXITThe %K line crosses above the %D line.
2025-01-09STOCH LONG EXITThe %K line crosses below the %D line.
2025-01-10STOCH SHORT EXITThe %K line crosses above the %D line.
2025-01-13STOCH LONG EXITThe %K line crosses below the %D line.
2025-01-14STOCH SHORT EXITThe %K line crosses above the %D line.
2025-01-15CCI LONG ENTRY SHORT CLOSE100 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-01-16STOCH LONG EXITThe %K line crosses below the %D line.
2025-01-17MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-01-21STOCH SHORT EXITThe %K line crosses above the %D line.
2025-01-22STOCH LONG EXITThe %K line crosses below the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-01-27RSI SHORT ENTRY LONG CLOSE70 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-01-28STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-01-29CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-01-31STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-04RSI SHORT ENTRY LONG CLOSE70 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-02-05SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2025-02-06SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-02-07STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-10RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2025-02-11MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2025-02-12SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2025-02-13STOCH SHORT EXITThe %K line crosses above the %D line.
2025-02-14STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-18SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-02-19MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2025-02-20MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2025-02-24STOCH SHORT EXITThe %K line crosses above the %D line.
2025-02-25STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-26DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-03-03DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2025-03-04CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2025-03-05DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-03-06ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-03-11ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-03-14STOCH LONG EXITThe %K line crosses below the %D line.

6.3. Candlestick Patterns

LPL Financial Holdings Inc Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of LPL Financial Holdings Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5024.737
Ma 20Greater thanMa 50331.600
Ma 50Greater thanMa 100336.040
Ma 100Greater thanMa 200313.320
OpenGreater thanClose284.000
Total2/5 (40.0%)
Penke
Good job! You gained 25 XP and 0   0   10 . What's next:
  • Share my analysis of LPL Financial Holdings Inc with someone you think should read this too:
  • Are you bullish or bearish on LPL Financial Holdings Inc? Let me know what you think in the comments.
  • Do you want an email if I find something interesting about LPL Financial Holdings Inc? Add an email alert using the form below.
  • Join the community if you want to keep your earnings and track your progress: Join the community
  • Is this analysis useful to you? Support me via But Me a Coffee. I'll analyze the stock market faster for you!

Get notifications about LPL Financial Holdings Inc

I send you an email if I find something interesting about LPL Financial Holdings Inc.


Comments

How you think about this?

Leave a comment

Stay informed about LPL Financial Holdings Inc.

Receive notifications about LPL Financial Holdings Inc in your mailbox!

3rd party ad coffee SUPPORTERis ad-free.