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LPLA

LPL FinancialC
Nasdaq / Financial Services
Last Price
At close
2026-06-11
View Chart
Current thesis
Execution accelerates on advisor recruiting and retention, fee-growth outpaces expense growth, and market-driven asset flows rebound — pushing valuation toward the high end of Street targets.
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -2.8.
What can break
Advisor attrition or weaker-than-expected recruiting
Momentum
19
Value
49
Sentiment
84
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $439.80 · Bull $549.50 · Bear $363.87
Data freshness
Prices
As of 2026-06-11
Fundamentals
As of 2026-06-11 • Vendor: Data Vendor v1
Scores
As of 2026-06-11 • Model: HYBRID_IC_RP
AI Memo
As of 2026-01-19 • Model: RankAlpha Sentiment AI
Investment thesis
As of 2026-06-11
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $444.23
Why
Momentum19 · Δ7d -0.2
Value49 · Δ7d -0.3
Sentiment84 · Δ7d -2.8
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Sentiment · See AI snapshot
Momentum
19
34% active weight
Current posture
7d trendImproving
Δ7d
-0.2
Δ21d
-5.3
Value
49
32% active weight
Current posture
7d trendFlat
Δ7d
-0.3
Δ21d
-7.5
Sentiment
84
33% active weight
Current posture
7d trendSoftening
Δ7d
-2.8
Δ21d
-2.8
Why this grade

Composite grade C. Momentum 19.5 / Value 48.6 / Sentiment 83.7

Fundamentals (TTM)
As of 2026-06-11
Market Cap
$22.83B
Beta
0.58
Shares Out
80.04M
P/E (TTM)
34.1
P/S (TTM)
1.90
P/FCF (TTM) · Derived
-10.91
Rev YoY
+46.4%
EPS YoY
-110.9%
Gross Margin
+98.9%
Op Margin
+9.5%
Net Debt
$3.04B
Current Ratio
-
As of 2026-06-11 • Updated nightlySource: Internal modelMethodology