LPL Financial Holdings Inc.
LPLAFinancial ServicesNASDAQCapital Markets
Scan Results
Daily timeframeLPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at. With a market capitalization of $27.58B, it sits in large-cap territory. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account.
Market Cap
$27.58B
Beta
0.48
P/E (TTM)
28.09
P/E (Fwd)
11.74
EPS (TTM)
$12.47
EPS (Fwd)
$29.83
ROE
18.6%
ROA
5.4%
Cash
$2.84B
Total Debt
$7.79B
Free CF
—
52W Change
5.1%
Annual Financials
Cash vs Debt
Where LPLA stands vs its 150-day and 200-day moving averages
As of the August 21, 2026 close, LPLA finished 10.83% above its 150-day moving average ($319.44) and 7.01% above its 200-day moving average ($330.84). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is LPLA overbought or oversold?
At the August 21, 2026 close, LPLA's RSI(14) was 50.5, in neutral territory (between 30 and 70). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
LPL Financial Holdings Inc. carries $7.79B in total debt against $2.84B in cash reserves — debt is roughly 2.7x the cash position. Managing this leverage effectively will be important for long-term financial stability. ROE of 18.6% points to strong capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. An ROA of 5.4% suggests reasonable efficiency in deploying the company's asset base. Revenue has grown from $8.60B (2022) to $16.99B (2025), reflecting a 98% increase over the period.
LPLA's low beta indicates it tends to be less volatile than the broader market, which may suit investors seeking more stable price behavior. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing LPLA.