LPLALPL Financial Holdings Inc.Large cap · $25.68B · FY ending 2025-12-31
$321.06+1.27% · 2026-07-13 · EOD
49/100 composite
A transparent blend of the four reads below — each opens into the tool it comes from. Not advice.Quality24
margins & F-ScoreValue40
P/E 29.4 · 41% of 12-mo rangeMomentum47
death · price below 200-daySmart Money86
buying · 0 funds · 0P/2S insidersMixed trendDeath crossBelow 200-day
vs S&P 500-20.1%
6-mo excess Trailing performance1M +11.0%
3M +2.7%
6M -11.4%
YTD -11.2%
1Y -15.6%
P/E vs its last 12 months (our price history): 24.3 low → 36.5 high
Current price sits at the 41th percentile of that window — mid-range. We only compare against the price history we own (no paid multi-year multiples — nothing invented).
Piotroski F2/9
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 yield0.8%
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 · 53/100
Self-fundingSelf-funding — profitable · generates cash
- ●Weak fundamentals Piotroski F-Score of 2/9 — 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.