Lumida
/LPLA
⌘K
LPL Financial Holdings Inc

LPL Financial Holdings Inc

LPLA
$352.74USD-0.66%-2.36 today

MARKET CAP

28.0B

P/E (TTM)

16.7x

FWD P/E

13.4x

DAY RANGE

$353 – $355

52W RANGE

$260
$400

AI Summary

Stalk
StalkMedium

After a strong rally from the June lows, LPLA is extended above its rising short- and intermediate-term EMAs and facing resistance near the recent peaks, while an active double top pattern warns of early topping risks. The medium-term structure remains bullish within a Stage 2 advance, anchored by higher highs/lows and intact long-term uptrend above the 200 DMA. A cleaner pullback into the 9/21 EMA zone would offer a more favorable entry, with failure to hold EMAs or a breakdown below the 50-day SMA invalidating the bullish thesis.

  • AUM $2.6T (+10% QoQ) and $23B organic net new assets (4% annualized)
  • Commonwealth integration on track with 90% advisor retention goal
  • Negative profitability score signals weak revenue-to-profit conversion
Full analysis →
Insider Trades61 trades
DateSideTickerInsiderRoleSharesPriceMkt Cap52W High52W LowValue% ChgRuleAI View
Jul 31, 2026SellLPLAMatthew EnyediGroup Managing Director1,000$352.72$28.0B-11.85%+35.59%$352.7K-1.47%10b5-1Buy Now
Jun 17, 2026SellLPLAAneri JambusariaGroup Managing Director308$306.00$28.0B-11.85%+35.59%$94.2K-4.58%10b5-1Buy Now
Jun 12, 2026SellLPLAMarc Eliot CohenGroup Managing Director44$295.66$28.0B-11.85%+35.59%$13.0K-1.00%Buy Now
Jun 12, 2026SellLPLAGreg GatesGroup Managing Director232$295.66$28.0B-11.85%+35.59%$68.6K-1.12%Buy Now
Apr 14, 2026SellLPLAMatthew J AudettePresident and CFO1,579$328.63$28.0B-11.85%+35.59%$518.9K-1.27%10b5-1Buy Now
Mar 9, 2026SellLPLAMarc Eliot CohenGroup Managing Director5,512.211$216.16$28.0B-11.85%+35.59%$1.2M-5.83%Buy Now
Mar 2, 2026SellLPLAAneri JambusariaGroup Managing Director308$306.00$28.0B-11.85%+35.59%$94.2K-4.38%10b5-1Buy Now
Feb 25, 2026SellLPLAKatharine ReepingPrincipal Accounting Officer212$318.47$28.0B-11.85%+35.59%$67.5K-10.33%Buy Now
Feb 25, 2026SellLPLAMarc Eliot CohenGroup Managing Director483$318.47$28.0B-11.85%+35.59%$153.8K-10.57%Buy Now
Feb 25, 2026SellLPLAAneri JambusariaGroup Managing Director715$318.47$28.0B-11.85%+35.59%$227.7K-11.10%Buy Now
Feb 25, 2026SellLPLAGreg GatesGroup Managing Director1,293$318.47$28.0B-11.85%+35.59%$411.8K-7.85%Buy Now
Feb 25, 2026SellLPLARichard SteinmeierChief Executive Officer2,619$318.47$28.0B-11.85%+35.59%$834.1K-22.61%Buy Now
Feb 25, 2026SellLPLAMatthew EnyediGroup Managing Director3,442$319.50$28.0B-11.85%+35.59%$1.1M-3.77%10b5-1Buy Now
Feb 25, 2026SellLPLAMatthew J AudettePresident and CFO3,932$319.29$28.0B-11.85%+35.59%$1.3M-3.63%10b5-1Buy Now
Dec 5, 2025SellLPLAGreg GatesGroup Managing Director750$370.97$28.0B-11.85%+35.59%$278.2K-0.83%10b5-1Buy Now
Dec 5, 2025SellLPLARichard SteinmeierChief Executive Officer5,333$351.86$28.0B-11.85%+35.59%$1.9M-5.78%10b5-1Buy Now
Dec 1, 2025SellLPLAAneri JambusariaGroup Managing Director80$352.48$28.0B-11.85%+35.59%$28.2K-1.43%10b5-1Buy Now
Nov 5, 2025SellLPLAGreg GatesGroup Managing Director1,500$376.43$28.0B-11.85%+35.59%$564.6K-1.16%10b5-1Buy Now
Oct 6, 2025SellLPLAGreg GatesGroup Managing Director750$314.42$28.0B-11.85%+35.59%$235.8K-0.87%10b5-1Buy Now
Sep 9, 2025SellLPLAKatharine ReepingPrincipal Accounting Officer56$339.97$28.0B-11.85%+35.59%$19.0K-2.76%Buy Now
Sep 5, 2025SellLPLAGreg GatesGroup Managing Director1,500$338.21$28.0B-11.85%+35.59%$507.3K-0.46%10b5-1Buy Now
Sep 2, 2025SellLPLAAneri JambusariaGroup Managing Director80$361.25$28.0B-11.85%+35.59%$28.9K-1.41%10b5-1Buy Now
Aug 5, 2025SellLPLAGreg GatesGroup Managing Director1,500$374.05$28.0B-11.85%+35.59%$561.1K-0.76%10b5-1Buy Now
Jul 3, 2025SellLPLAGreg GatesGroup Managing Director1,500$382.63$28.0B-11.85%+35.59%$574.0K-0.87%10b5-1Buy Now
Jun 12, 2025SellLPLAMarc Eliot CohenGroup Managing Director44$379.39$28.0B-11.85%+35.59%$16.7K-1.08%Buy Now
Jun 12, 2025SellLPLAGreg GatesGroup Managing Director234$379.39$28.0B-11.85%+35.59%$88.8K-1.05%Buy Now
Jun 5, 2025SellLPLAGreg GatesGroup Managing Director1,500$378.87$28.0B-11.85%+35.59%$568.3K-0.81%10b5-1Buy Now
Jun 2, 2025SellLPLAAneri JambusariaGroup Managing Director80$383.99$28.0B-11.85%+35.59%$30.7K-1.39%10b5-1Buy Now
Mar 14, 2025SellLPLAAneri JambusariaManaging Director80$311.87$28.0B-11.85%+35.59%$24.9K-1.37%10b5-1Buy Now
Feb 25, 2025SellLPLAAlthea BrownManaging Director237$357.36$28.0B-11.85%+35.59%$84.7K-4.18%Buy Now
Feb 25, 2025SellLPLAAneri JambusariaManaging Director992$357.36$28.0B-11.85%+35.59%$354.5K-17.38%Buy Now
Feb 25, 2025SellLPLAMarc Eliot CohenManaging Director1,773$362.63$28.0B-11.85%+35.59%$642.9K-17.30%Buy Now
Feb 25, 2025SellLPLAMatthew EnyediManaging Director3,130$357.36$28.0B-11.85%+35.59%$1.1M-20.78%Buy Now
Feb 25, 2025SellLPLAGreg GatesManaging Director3,319$357.36$28.0B-11.85%+35.59%$1.2M-13.27%Buy Now
Feb 25, 2025SellLPLARichard SteinmeierChief Executive Officer4,764$357.36$28.0B-11.85%+35.59%$1.7M-16.30%Buy Now
Feb 25, 2025SellLPLAMatthew J AudettePresident and CFO9,326$358.69$28.0B-11.85%+35.59%$3.3M-22.72%10b5-1Buy Now
Feb 18, 2025SellLPLARichard SteinmeierChief Executive Officer3,500$373.79$28.0B-11.85%+35.59%$1.3M-14.06%10b5-1Buy Now
Feb 10, 2025SellLPLAMatthew EnyediManaging Director10,308$204.40$28.0B-11.85%+35.59%$2.1M+0.00%10b5-1Buy Now
Feb 5, 2025SellLPLAMatthew J AudettePresident and CFO58,454$214.66$28.0B-11.85%+35.59%$12.5M-0.29%10b5-1Buy Now
Dec 5, 2024SellLPLAAneri JambusariaManaging Director305$331.94$28.0B-11.85%+35.59%$101.2K-7.22%Buy Now
Sep 12, 2024SellLPLAAlthea BrownManaging Director514$206.98$28.0B-11.85%+35.59%$106.4K-8.30%Buy Now
Jun 14, 2024BuyLPLADan H. ArnoldPresident & CEO15,677$125.60$28.0B-11.85%+35.59%$2.0M+1.29%10b5-1Buy Now
Jun 12, 2024SellLPLAGreg GatesManaging Director234$278.99$28.0B-11.85%+35.59%$65.3K-1.23%Buy Now
Jun 5, 2024SellLPLADan H. ArnoldPresident & CEO3,525$284.83$28.0B-11.85%+35.59%$1.0M-2.49%Buy Now
Feb 25, 2024SellLPLAAneri JambusariaManaging Director1,295$263.36$28.0B-11.85%+35.59%$341.1K-29.55%Buy Now
Feb 25, 2024SellLPLAKabir SethiManaging Director1,492$266.10$28.0B-11.85%+35.59%$397.0K-2.66%10b5-1Buy Now
Feb 25, 2024SellLPLAMatthew EnyediManaging Director5,824$263.21$28.0B-11.85%+35.59%$1.5M-21.24%10b5-1Buy Now
Feb 25, 2024SellLPLARichard SteinmeierManaging Director7,397$263.36$28.0B-11.85%+35.59%$1.9M-24.91%Buy Now
Feb 25, 2024SellLPLAMatthew J AudetteCFO and Head of Business Ops12,642$264.76$28.0B-11.85%+35.59%$3.3M-11.12%10b5-1Buy Now
Feb 25, 2024SellLPLAGreg GatesManaging Director14,565$265.63$28.0B-11.85%+35.59%$3.9M-8.92%Buy Now
Feb 23, 2024SellLPLADan H. ArnoldPresident & CEO92,911$240.63$28.0B-11.85%+35.59%$22.4M-3.80%10b5-1Buy Now
Feb 20, 2024SellLPLAMatthew EnyediManaging Director2,762$151.25$28.0B-11.85%+35.59%$417.7K+0.00%10b5-1Buy Now
Feb 20, 2024SellLPLADan H. ArnoldPresident & CEO23,875$123.91$28.0B-11.85%+35.59%$3.0M-0.37%10b5-1Buy Now
Feb 5, 2024SellLPLAMatthew J AudetteCFO and Head of Business Ops55,408$144.01$28.0B-11.85%+35.59%$8.0M+0.00%10b5-1Buy Now
Dec 12, 2023SellLPLADan H. ArnoldPresident & CEO4,400$228.00$28.0B-11.85%+35.59%$1.0M-3.11%Buy Now
Nov 10, 2023SellLPLASallie R. LarsenManaging Director26,976$140.69$28.0B-11.85%+35.59%$3.8M+0.00%Buy Now
Nov 9, 2023SellLPLADan H. ArnoldPresident & CEO4,440$226.96$28.0B-11.85%+35.59%$1.0M-3.04%Buy Now
Nov 6, 2023SellLPLAMatthew EnyediManaging Director1,344$220.91$28.0B-11.85%+35.59%$296.9K-13.47%Buy Now
Nov 2, 2023SellLPLAAneri JambusariaManaging Director1,930$222.37$28.0B-11.85%+35.59%$429.2K-51.71%Buy Now
Sep 19, 2023SellLPLADan H. ArnoldPresident & CEO1,056$144.75$28.0B-11.85%+35.59%$152.9K+0.00%10b5-1Buy Now
Sep 13, 2023SellLPLARichard SteinmeierManaging Director10,300$242.68$28.0B-11.85%+35.59%$2.5M-11.98%10b5-1Buy Now