LPLA
LPL Financial Holdings Inc. Financial Services - Capital Markets Investor Relations →
LPL Financial Holdings Inc. (LPLA) closed at $328.09 as of 2026-09-18, trading 15.4% above its 200-week moving average of $284.33. The stock is currently moving closer to the line, down from 24.7% last week. The 14-week RSI sits at 59, indicating neutral momentum.
Trading volume is running at 1.2x of its 14-week average, which is in the normal range. The balance between buying and selling volume (0.89 ratio) is neutral — neither side is clearly dominating.
Over the past 778 weeks of data, LPLA has crossed below its 200-week moving average 8 times. On average, these episodes lasted 12 weeks. Historically, investors who bought LPLA at the start of these episodes saw an average one-year return of +64.0%.
With a market cap of $25.8 billion, LPLA is a large-cap stock. Return on equity stands at 18.6%, a solid level. The stock trades at 4.5x book value.
Over the past 15 years, a hypothetical investment of $100 in LPLA would have grown to $1458, compared to $788 for the S&P 500. That represents an annualized return of 19.6% vs 14.8% for the index — confirming LPLA as a market-beating investment and the kind of quality company where buying during 200-week moving average touches has historically been rewarded.
Free cash flow has been declining at a -100% compound annual rate. A deteriorating cash flow trend warrants extra scrutiny — the stock may be cheap for a reason.
Business Health
Annual financials — how the underlying business has performed over the past several years.
Cash Flow Free cash flow & net income ($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 8 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 +27.5% 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 +48.8% 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.
Bean Score Experimental
The Bean Score measures how far a stock's free cash flow yield has deviated from its own quarterly baseline, normalized by the stock's historical behavior. LPLA currently has negative free cash flow, so price-based dislocation levels are not available. The score still tracks yield deviation from baseline.
Quarterly FCF & Yield Trailing twelve-month free cash flow and yield at each quarter end
Recent Earnings
| Date | EPS Est. | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-30 | $5.38 | $5.84 | +8.5% |
| 2026-04-30 | $5.47 | $5.60 | +2.5% |
| 2026-01-29 | $4.90 | $5.23 | +6.8% |
| 2025-10-30 | $4.49 | $5.20 | +15.8% |
Signal Accuracy Collecting Data
The Bean Score system is accumulating weekly data to validate signal accuracy. After 13+ weeks of history, this section will display win rates and average returns for each σ threshold crossing — answering the question: "When this score says cheap or expensive, does the price subsequently move in the expected direction?"
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Theoretical framework — not backtested or forward-tested. The Bean Score uses trailing twelve-month free cash flow yield as a dislocation identifier. It measures whether the market has pushed a stock's yield unusually far from its own baseline behavior. These levels are analysis points: prices at which the yield deviation becomes unusual enough to justify the work. FCF values update quarterly with earnings; between reports, all movement is price-driven.
Dislocation Scores Experimental
Each score measures deviation from LPLA's own historical baseline — the same idea as the Bean Score, applied to different fundamentals. Positive means cheaper or more dislocated than this stock's norm. Scores marked σ are normalized by the stock's own variability; pp values are simple deltas from its recent baseline.
Theoretical framework — not backtested. These scores describe how unusual today's readings are for this specific company. Each one is an analysis point, a reason to open the filings. Annual-statement scores (buyback, accruals, FCF vs history) rest on only ~4 yearly data points and are deltas, not sigmas.
Historical Touches
LPLA has crossed below its 200-week MA 8 times with an average 1-year return of +64.0% after recovery.
| Crossed Below | Recovered | Weeks | Max Depth | 1-Year Return | Return Since Touch |
|---|---|---|---|---|---|
| Oct 2011 | Jan 2012 | 11 | 14.5% | +6.1% | +1367.0% |
| May 2012 | May 2012 | 1 | 0.9% | +29.8% | +1216.2% |
| Jul 2012 | Jan 2013 | 25 | 15.3% | +44.7% | +1344.2% |
| Jan 2016 | Nov 2016 | 44 | 57.3% | +15.5% | +977.1% |
| Dec 2016 | Jan 2017 | 4 | 5.6% | +57.8% | +903.8% |
| Mar 2020 | Apr 2020 | 6 | 21.9% | +230.0% | +659.8% |
| May 2026 | Jun 2026 | 1 | 1.0% | N/A | +19.9% |
| Jun 2026 | Jun 2026 | 1 | 3.2% | N/A | +22.2% |
| Average | 12 | — | +64.0% | — |
Frequently Asked Questions
Is LPLA below its 200-week moving average?
No. LPL Financial Holdings Inc. (LPLA) is currently 15.4% above its 200-week moving average of $284.33. It would need to fall to $284.33 to cross below the line.
What is LPLA's 200-week moving average price?
LPL Financial Holdings Inc.'s 200-week moving average is $284.33 as of 2026-09-18. 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 8 times in our data. On average, buying at that moment produced a one-year return of +64.0%. These dips have historically been decent entry points. These episodes lasted 12 weeks on average.
Is LPLA a good value right now?
Here's what our data says about LPLA as of 2026-09-18: The stock is above its 200-week moving average, so it doesn't currently meet our primary signal. The 14-week RSI is 59. Return on equity is 18.6%. Price-to-book is 4.5x. 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 15 years, $100 invested in LPLA would have grown to $1458, compared to $788 for the S&P 500. That's 19.6% annualized vs 14.8% 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 37.00%.
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 2026-09-18