LPL Financial Holdings Inc (LPLA) — Titan Protect Analysis

LPLA

LPL Financial Holdings Inc

Financial · ·

$288.49

Data: 2026-06-03

✗ ETHICAL FAIL

NARROW MOAT

LIMITED

Data Confidence: 0.0%

Key Metrics

How this company measures up on the fundamentals that matter

Market Cap

$21.3B

Total market value of the company

Trailing P/E

23.92

Premium valuation

Forward P/E

9.35

Based on estimated future earnings — lower means cheaper

Rev Growth

+35.0%

Year-over-year revenue change

Profit Margin

5.1%

How much profit the company keeps from each dollar of revenue

ROE

20.5%

Return on equity — how efficiently it uses shareholder money

Analyst Target

$403.50

+40% from current price — median analyst estimate

Recommendation

BUY

Consensus view from 14 analysts covering this stock

About LPL Financial Holdings Inc

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporatio

https://www.lpl.com

Country: United States Employees: 9,901 Industry: Capital Markets

Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity

FAIL

Core business does not involve prohibited activities

Debt Ratio

0.0% PENDING

Debt must be below 33% of total assets

Cash Ratio

0.0% PENDING

Interest-bearing cash below 33% of assets

Receivables

0.0% PENDING

Receivables below 49% of assets

Revenue Purity

0.0% PENDING

Non-compliant revenue below 5% — any excess requires purification

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

Regime

DISTRIBUTION

Smart money appears to be selling into strength — caution

Sharpe Ratio

0.233

Positive but modest risk-adjusted returns

Kelly Fraction

0.0225

Modest edge detected — smaller position warranted

Calmar Ratio

0.049

Drawdown risk outweighs the returns — higher risk profile

Annual Return

1.6%

Historical annualised return based on price data

Max Drawdown

-33.2%

Largest peak-to-trough decline — the worst it has been

HMM State

BEAR

Statistical model detects bearish conditions

Days in State

How long the current regime has persisted — longer means more stable

Market Data

Trading characteristics and market positioning

Beta

0.58

Less volatile than the market — more defensive

52W High

$403.58

29% below the year high

52W Low

$260.15

11% above the year low

Avg Volume

950,206

Average daily shares traded — higher means easier to buy and sell

Short Ratio

3.8

Days it would take all short sellers to cover — higher means more crowded

Short % Float

N/A

Div Yield

44.0%

Annual dividend as a percentage of the share price

EPS (TTM)

$11.12

Earnings per share over the last 12 months

Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

Debt/Equity

132.28

Heavy leverage — higher financial risk if revenues decline

Current Ratio

N/A

Quick Ratio

N/A

Like current ratio but excludes inventory — stricter test

Gross Margin

30.4%

Revenue left after cost of goods — higher means pricing power

Operating Margin

11.1%

Profit from core operations before interest and tax

Free Cash Flow

N/A

Negative — the business is spending more than it generates

Revenue (TTM)

$17.8B

Total revenue over the last 12 months

Net Income

$901M

Profitable — the bottom line is positive

Analyst Coverage

Analysts

Target High

$542.00

Target Median

$403.50

Target Low

$326.00

Political Trading Activity

Congressional trading disclosures involving this instrument

Date	Politician	Party	Type	Amount
2025-04-02	Val Hoyle	Democrat	Sale	1K–15K

Source: Congressional disclosure filings. View all political trades at

Insider Intelligence

Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-06-03

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