LPLALPL Financial Holdings Inc.Large cap · $26.46B · FY ending 2025-12-31
$330.77+0.50% · 2026-07-16 · EOD
48/100 composite
A transparent blend of the four reads below — each opens into the tool it comes from. Not advice.Quality18
margins & F-ScoreValue38
P/E 30.3 · 49% of 12-mo rangeMomentum49
death · price above 200-daySmart Money86
buying · 0 funds · 0P/2S insidersMixed trendDeath crossAbove 200-day
vs S&P 500-17.4%
6-mo excess Trailing performance1M +12.0%
3M -0.2%
6M -9.2%
YTD -8.5%
1Y -9.9%
P/E vs its last 12 months (our price history): 24.3 low → 36.5 high
Current price sits at the 49th percentile of that window — mid-range. We only compare against the price history we own (no paid multi-year multiples — nothing invented).
Piotroski F1/9
fundamental strength ROIC = NOPAT ÷ (debt + equity − cash), using an effective tax rate of 25%. Annual figures from SEC XBRL.
Dividend & capital return
Payout ratio10.9%
comfortable Shareholder yield0.7%
dividends + buybacks Annual figures from SEC cash-flow statements. Shareholder yield = total cash returned ÷ market cap.
Net buying0P / 2S insiders · 0 funds hold · 6 Congress buys
Recent insidersJambusaria Aneri · Group Managing DirectorSELL$94,248
Audette Matthew J · President and CFOSELL$518,901
CongressGilbert CisnerosBUY2026-06-11
Gilbert CisnerosBUY2026-06-05
Gilbert CisnerosBUY2026-05-19
Gilbert Cisneros
Dhealth · 54/100
Self-fundingSelf-funding — profitable · generates cash
- ●Weak fundamentals Piotroski F-Score of 1/9 — most quality checks are failing.
Educational tools — not financial advice. Fundamentals from SEC EDGAR (XBRL); prices are end-of-day (Databento). Scores are a transparent blend of the components shown, computed on our own data — a research aid, not a recommendation.