LPLA
LPL Financial Holdings Inc. Financial Services - Capital Markets Investor Relations →
LPL Financial Holdings Inc. (LPLA) closed at $293.08 as of 2026-03-20, trading 8.2% above its 200-week moving average of $270.98. The stock moved further from the line this week, up from 6.8% last week. The 14-week RSI sits at 31, indicating neutral momentum.
Trading volume is running at 2.0x of its 14-week average, which is in the normal range. The balance between buying and selling volume (0.96 ratio) is neutral — neither side is clearly dominating.
Over the past 752 weeks of data, LPLA has crossed below its 200-week moving average 6 times. On average, these episodes lasted 15 weeks. Historically, investors who bought LPLA at the start of these episodes saw an average one-year return of +62.8%.
With a market cap of $23.5 billion, LPLA is a large-cap stock. Return on equity stands at 20.9%, indicating strong profitability. The stock trades at 4.4x book value.
Over the past 14.5 years, a hypothetical investment of $100 in LPLA would have grown to $1300, compared to $668 for the S&P 500. That represents an annualized return of 19.4% vs 14.0% for the index — confirming LPLA as a market-beating investment and the kind of quality company where buying during 200-week moving average touches has historically been rewarded.
Free cash flow has been declining at a -100% compound annual rate. A deteriorating cash flow trend warrants extra scrutiny — the stock may be cheap for a reason.
Business Health
Annual financials — how the underlying business has performed over the past several years.
Cash Flow Free cash flow & net income ($M)
Revenue Annual revenue ($M) — business growth proxy
Total Debt Balance sheet debt ($M)
ROIC Return on invested capital (%)
FCF Yield Free cash flow / market cap (%) — Yartseva signal
Gross Margin Pricing power & competitive moat (%)
Shares Outstanding Buybacks vs dilution (millions)
Growth of $100: LPLA vs S&P 500
Monthly data normalized to $100 at start. Vertical dashed lines mark 200-week MA touches.
What Happens After LPLA Crosses Below the Line?
Across 6 historical episodes, buying LPLA when it crossed below its 200-week moving average produced an average return of +62.0% after 12 months (median +45.0%), compared to +27.7% for the S&P 500 over the same periods. 100% of those episodes were profitable after one year. After 24 months, the average return was +111.0% vs +49.0% for the index.
Each line shows $100 invested at the moment LPLA crossed below its 200-week MA. Bold blue = stock average. Gray dashed = S&P 500 average over same periods.
Historical Touches
LPLA has crossed below its 200-week MA 6 times with an average 1-year return of +62.8% after recovery.
| Crossed Below | Recovered | Weeks | Max Depth | 1-Year Return | Return Since Touch |
|---|---|---|---|---|---|
| Oct 2011 | Jan 2012 | 11 | 14.5% | +6.1% | +1208.0% |
| May 2012 | May 2012 | 2 | 0.9% | +21.4% | +1074.9% |
| Jul 2012 | Jan 2013 | 25 | 15.6% | +44.7% | +1187.7% |
| Jan 2016 | Nov 2016 | 44 | 57.3% | +15.5% | +860.4% |
| Dec 2016 | Jan 2017 | 4 | 5.6% | +57.8% | +795.0% |
| Mar 2020 | Apr 2020 | 6 | 22.2% | +231.0% | +580.7% |
| Average | 15 | — | +62.8% | — |
Frequently Asked Questions
Is LPLA below its 200-week moving average?
No. LPL Financial Holdings Inc. (LPLA) is currently 8.2% above its 200-week moving average of $270.98. It would need to fall to $270.98 to cross below the line.
What is LPLA's 200-week moving average price?
LPL Financial Holdings Inc.'s 200-week moving average is $270.98 as of 2026-03-20. This is the average weekly closing price over roughly the last 4 years, and it acts as a long-term trend line. When a stock drops below this level, it can signal that the price has fallen far enough from the long-term trend to attract value-oriented investors.
What happens when LPLA drops below its 200-week moving average?
LPLA has crossed below its 200-week moving average 6 times in our data. On average, buying at that moment produced a one-year return of +62.8%. These dips have historically been decent entry points. These episodes lasted 15 weeks on average.
Is LPLA a good value right now?
Here's what our data says about LPLA as of 2026-03-20: The stock is above its 200-week moving average, so it doesn't currently meet our primary signal. The 14-week RSI is 31. Return on equity is 20.9%. Price-to-book is 4.4x. This is not a buy or sell recommendation — always do your own research.
How does LPLA compare to the S&P 500?
Over the past 14.5 years, $100 invested in LPLA would have grown to $1300, compared to $668 for the S&P 500. That's 19.4% annualized vs 14.0% for the index. LPLA has outperformed the broader market over this period.
Does LPLA pay a dividend?
Yes. LPL Financial Holdings Inc. currently pays a dividend yield of 41.00%.
Not financial advice. This is an educational tool. Past performance does not guarantee future results. Do your own research before making investment decisions.
Data as of week of 2026-03-20