LPLA · LPL Financial Holdings Inc
Price
Snapshot
50 fields · last close| Market Cap | $28.38B |
| P/E | 27.77 |
| Float | 78.85M |
| Beta | 0.54 |
| Volatility | 13.5% |
| Exchange | NASDAQ |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | Low |
| Clavix score | 71 |
| Price | 356.69 |
| Change | −1.04% |
| Prev Close | 360.45 |
| Open | 355.10 |
| Day Low | 355.10 |
| Day High | 365.80 |
| Avg Vol | 1 |
| Avg $ Vol | $234.0M |
| 52W High | 400.16 |
| 52W Low | 260.15 |
| 52W Pos | 69.0% |
| From High | −10.86% |
| From Low | +37.11% |
| Max DD 1Y | −32.39% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | −2.29% |
| SMA 50 | +5.35% |
| SMA 200 | +7.80% |
| RSI (14) | 53.5 |
| Vol 30D | 27.3% |
| Vol 90D | 33.9% |
| 1Y Range | 260–400 |
| Daily bars | 506 |
| Perf Week | −0.21% |
| Perf Month | +0.15% |
| Perf Quarter | +23.51% |
| Perf Half Y | +13.74% |
| Perf Year | +1.16% |
| Perf YTD | −1.37% |
| Prev Day | −1.04% |
| Clavix | B- |
| Debt / Eq | 1.36 |
| Curr Ratio | 2.30 |
| Int Cover | 4.3× |
| FCF Margin | 4.8% |
| Rev Growth | +35.2% |
| Profit | Profitable |
| Leverage | Moderate |
| Sector rank | 43 / 69 |
Clavix risk grade
regraded every trading dayLPLA grades B-, 71 of 100. Steadiest on News Sentiment (68), most exposed on Macro Resilience (53, mixed). 2 of the 4 weighted dimensions sit above the Financial Services median. Ranks 43 of 69 in Financial Services by Clavix score.
How rough the ride is
| LPLA | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.54 | 1.20 |
| Volatilityannualized | 13.5% | 30.0% |
| Max drawdown, past yearworst peak-to-trough fall | −32.4% | — |
| Typical daily movemedian absolute daily change | 1.29% | — |
| Days beyond ±3%of the last 252 sessions | 4417% | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| LPLA | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.54 | 1.20 |
| Macro sensitivityrate, dollar and credit exposure bucket | Low | Moderate40% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| LPLA | |
|---|---|
| 1 week | −0.2% |
| 1 month | +0.1% |
| Year to date | −1.4% |
| 1 year | +1.2% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| LPLA | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30since 6 Aug |
| Average score0 most bearish, 100 most bullish | 55 |
| Bullish · bearisharticles above 60 · below 40 | 19 · 9 |
| Directionarticles whose tone is improving vs worsening | 19 ↑ 9 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| LPLA | |
|---|---|
| Revenue growthyear over year | +35.2% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Against Financial Services
70 companies| Metric | LPLA | Sector spread | Median |
|---|---|---|---|
| Beta | 0.54 | 1.20 | |
| Volatility | 13.5% | 30.0% | |
| P/E | 27.77 | 20.95 | |
| Debt / equity | 1.36 | 0.83 | |
| Current ratio | 2.30 | 1.03 | |
| FCF margin | 4.8% | 27.9% | |
| Interest coverage | 4.3× | 7.6× |
Recent news
most recent scored articles · the chip is the article’s score · click to openLPL Financial said three financial advisors with about $395 million in client assets have joined its Linsco channel to launch ClearHaven Wealth Management. Two of the advisors came from RBC Wealth Management and one from Morgan Stanley.
LPL Financial hired Jonathan Lewis from Wells Fargo as its new Managing Director and Chief Technology and Information Officer. The article says LPL, a wealth management platform overseeing about $2.6 trillion, is continuing to invest in artificial intelligence, digital infrastructure, and advisor technology.
A former LPL Financial broker, Michael Graham, faces eight new customer complaints since January 2026 alleging he sold unapproved real estate loan notes, a practice known as 'selling away' (where brokers sell investments outside their firm's approval). LPL Financial discharged Graham in June 2025 after he failed to disclose the outside business activity.
LPL Financial has added Advisor Authority to its Vendor Affinity Program, giving its advisors access through the back office to the Financial Director Operating System, a client acquisition framework built by a 30-year industry veteran.
LPL Financial recruited Conte Wealth Advisors, a third-generation wealth management practice managing $1.6 billion, from Cambridge Investment Research, expanding its presence in Pennsylvania.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| FISV | Fiserv Inc | B | $28.04B | 9.98 | 0.86 | Compare |
| CPAY | Corpay Inc | B+ | $27.56B | 23.97 | 0.96 | Compare |
| SYF | Synchrony Financial | B+ | $25.98B | 7.25 | 1.42 | Compare |
| CBOE | Cboe Global Markets Inc | B+ | $31.17B | 22.89 | 0.41 | Compare |
| ARES | Ares Management Corp | C+ | $31.69B | 50.10 | 1.54 | Compare |
| AFRM | Affirm Holdings Inc | C- | $25.07B | 12.99 | 3.80 | Compare |
| TW | Tradeweb Markets Inc | B+ | $24.65B | 27.50 | 0.59 | Compare |
| GPN | Global Payments Inc | B | $24.28B | 17.79 | 0.88 | Compare |
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