LPL Financial Holdings Inc.
LPLAFinancial ServicesNASDAQCapital Markets
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Daily timeframeHeadquartered within the financial services sector, LPL Financial Holdings Inc. focuses on Capital Markets services and products. LPL 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. At a $24.85B market cap, LPL Financial Holdings Inc. ranks as a large-cap company within financial services. 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
$24.85B
Beta
0.54
P/E (TTM)
25.11
P/E (Fwd)
10.45
EPS (TTM)
$12.57
EPS (Fwd)
$30.20
ROE
18.6%
ROA
5.4%
Cash
$2.84B
Total Debt
$7.79B
Free CF
—
52W Change
-8.1%
Annual Financials
Cash vs Debt
Where LPLA stands vs its 150-day and 200-day moving averages
As of the October 20, 2026 close, LPLA finished 0.81% below its 150-day moving average ($318.73) and 2.67% below its 200-day moving average ($324.83). 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 October 20, 2026 close, LPLA's RSI(14) was 56.2, in neutral territory (between 30 and 70). The MACD histogram was positive, so short-term momentum leaned bullish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
The company holds $2.84B in cash, though total debt stands at $7.79B. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Return on equity stands at 18.6%, which is strong for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. 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.
The relatively low beta of 0.54 suggests LPLA is a less volatile holding compared to the broader index. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing LPLA.