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LPLA · NASDAQ · STOCK

LPL Financial Holdings Inc.

Financial Services Updated August 11, 2026
$371.31
52W $260.15 – $400.16
55/100
$29.69B
29.5
0.48
AI Committee Verdict
Watch
55/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is LPLA Bullish or Bearish?

Mixed. Innellis AI committee rates LPL Financial Holdings Inc. (LPLA) Watch with a composite score of 55/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +5.36 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -14.64 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 19.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 18.4% shows genuine earnings power backing the valuation — Value
  • Revenue growing 38.8% YoY -- genuine top-line momentum — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.27 across 31 articles, 14d) — News
Bear Case
  • P/E of 28.4 is moderate-to-rich — Value
  • Price-to-book of 5.3x prices in significant intangible value — Value
  • EPS declining -14.2% YoY despite any revenue growth — Growth
  • RSI at 80 is in overbought territory — Technical
  • Weekly RSI at 77 -- overbought on the larger timeframe too — Technical
  • Bollinger bandwidth of 19.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
55/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 88%
of 209 Financial Services peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 18.4% shows genuine earnings power backing the valuation
− P/E of 28.4 is moderate-to-rich
Growth Analyst neutral
52 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ Revenue growing 38.8% YoY -- genuine top-line momentum
− EPS declining -14.2% YoY despite any revenue growth
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 80 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 19.3% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 31 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
80.1
Overbought
MACD Histogram
2.017
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$351.00
Resistance
$389.53
Bollinger %B
0.92
Inside Bands
Price vs Moving Averages
EMA 9
$359.15 Above
EMA 21
$343.83 Above
EMA 50
$325.21 Above
EMA 200
$326.10 Above

Fundamental Analysis

Valuation
62
Profitability
42
Financial Health
80
Cash Flow
15
Valuation
P/E Ratio 29.5×
P/B Ratio 5.16×
PEG Ratio -2.04
Dividend Yield 0.32%
52W High $400.16
52W Low $260.15
Quality & Growth
ROE 1614.8%
ROA 466.7%
Gross Margin 2519.1%
Operating Margin 1070.0%
Revenue Growth YoY
Debt / Equity 1.30
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 29.5 (moderate relative to a 15-40x range); Price-to-book of 5.2x; PEG ratio of -2.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 16.1%; Return on assets of 4.7%; Net margin of 5.1%; Gross margin of 25.2%; Current ratio of 2.46 (healthy short-term liquidity); Debt-to-equity of 1.30; Free cash flow per share is negative (-13.19); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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