LPLA
LPL Financial Holdings Inc. Financial Services - Capital Markets Investor Relations →
LPL Financial Holdings Inc. (LPLA) closed at $385.14 as of 2026-02-02, trading 44.0% above its 200-week moving average of $267.54. The stock moved further from the line this week, up from 36.7% last week. The 14-week RSI sits at 52, indicating neutral momentum.
Over the past 746 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 $30.8 billion, LPLA is a large-cap stock. Return on equity stands at 20.9%, indicating strong profitability. The stock trades at 5.8x book value.
The company has been aggressively buying back shares, reducing its share count by 6.7% over the past three years.
Over the past 14.4 years, a hypothetical investment of $100 in LPLA would have grown to $1707, compared to $709 for the S&P 500. That represents an annualized return of 21.7% vs 14.6% 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.
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% | +1617.2% |
| May 2012 | May 2012 | 2 | 0.9% | +21.4% | +1442.4% |
| Jul 2012 | Jan 2013 | 25 | 15.6% | +44.7% | +1590.5% |
| Jan 2016 | Nov 2016 | 44 | 57.3% | +15.5% | +1160.8% |
| Dec 2016 | Jan 2017 | 4 | 5.6% | +57.8% | +1075.0% |
| Mar 2020 | Apr 2020 | 6 | 22.2% | +231.0% | +793.7% |
| Average | 15 | — | +62.8% | — |
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 Friday close, 2026-02-02