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LPL Financial Holdings Inc. (LPLA) is a security & commodity brokers, dealers, exchanges & services company. Piotroski F-Score 2/6. 22 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-07-30 from LPLA's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
A plain-English read on LPLA plus an auto-SWOT — built from LPLA's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate LPLA using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
Projected from LPLA's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment LPLA files its announcement.
LPLA's earnings reaction has been evenly split — 4 up, 4 down across its last 8 reports.
Earnings reactions have been moderate.
The average is inflated by its most volatile prints (+9.8% and -7.3%).
A more typical earnings reaction has been approximately ±5.0%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-04-30 | -3.7% |
| 2026-01-29 | -0.7% |
| 2025-10-30 | +9.8% |
| 2025-07-31 | -7.3% |
| 2025-05-08 | +7.7% |
| 2025-01-30 | +1.3% |
| 2024-10-30 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| +6.2% |
| 2024-07-25 | -2.5% |
| Gilbert CisnerosU.S. Representative · CA-39 | BUY | $1,001 - $15,000 | filed 2026-07-02 |
| Gilbert CisnerosU.S. Representative · CA-39 | BUY | $1,001 - $15,000 | filed 2026-07-02 |
| Gilbert CisnerosU.S. Representative · CA-39 | BUY | $1,001 - $15,000 | filed 2026-06-08 |
| Gilbert CisnerosU.S. Representative · CA-39 | BUY | $1,001 - $15,000 | filed 2026-06-08 |
| Gilbert CisnerosU.S. Representative · CA-39 | BUY | $1,001 - $15,000 | filed 2026-06-08 |
| Gilbert CisnerosU.S. Representative · CA-39 | BUY | $1,001 - $15,000 | filed 2026-06-08 |
| Jambusaria AneriGroup Managing Director | SELL | $94K | view → |
| Audette Matthew JPresident and CFO | SELL | $519K | view → |