LPL Financial Holdings Inc. (LPLA) Stock
LPLA has an Alpha Score of 26 out of 100 (poor), computed on Oct 30, 2026 from 3 of 4 sub-scores. 8 members of Congress disclosed 26 trades in LPLA since 2015: 19 purchases and 7 sales, most recently Gilbert Cisneros (purchase, Jun 11, 2026). 7 of the hedge funds AlphaScala tracks reported LPLA in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Lone Pine Capital's at $343.40M. Company insiders reported 0 open-market buys and 3 sales on SEC Form 4 in the 90 days to Nov 4, 2026. Its trailing P/E ratio is 16.6 and its net margin 6.8% (key statistics as of Nov 5, 2026).
What is LPLA's Alpha Score?
How it works →Alpha Score of 26 reflects poor overall profile with poor momentum, poor value, weak quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Oct 30, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded LPL Financial Holdings Inc. (LPLA)?
Most recent: Gilbert Cisneros (purchase, Jun 11, 2026); records start Aug 3, 2015.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Gil Cisneros D-CA · House | 2026-06-11 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-06-05 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-05-19 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-05-14 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-05-12 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-05-07 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-05-01 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-04-06 | purchase | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Nov 5, 2026. Senate records here end Oct 21, 2026; later Senate trades are not included.
See all LPLA political trades →Which hedge funds own LPLA?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Lone Pine Capital Steve Mandel | 1.22M | $343.40M | -41% |
| Marshall Wace | 976K | $274.81M | NEW |
| Citadel Ken Griffin | 643K | $181.05M | -30% |
| Point72 Steve Cohen | 507K | $142.91M | +902% |
| Millennium Management Israel Englander | 206K | $58.07M | -77% |
| Renaissance Technologies Jim Simons (founder) | 152K | $42.72M | +26% |
| Bridgewater Associates Ray Dalio | 7K | $1.94M | NEW |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are LPL Financial Holdings Inc. insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 11, 26 | Reeping Katharine | Principal Accounting Officer | SELL | 439.949 | $153K |
| Aug 27, 26 | Jambusaria Aneri | Group Managing Director | SELL | 308 | $110K |
| Aug 20, 26 | Gates Greg | Group Managing Director | SELL | 4.1K | $1.5M |
| Jul 31, 26 | Enyedi Matthew | Group Managing Director | SELL | 189 | $66K |
| Jul 31, 26 | Enyedi Matthew | Group Managing Director | SELL | 463 | $163K |
| Jul 31, 26 | Enyedi Matthew | Group Managing Director | SELL | 296 | $105K |
| Jul 31, 26 | Enyedi Matthew | Group Managing Director | SELL | 51 | $18K |
| Jul 31, 26 | Enyedi Matthew | Group Managing Director | SELL | 1 | $356 |
SEC Form 4 filings as of Nov 4, 2026
See cluster-buy signals across all tickers →What are LPLA's key statistics?
Key statistics as of Nov 5, 2026
How does LPLA's valuation compare with the Financials sector?
| Metric | LPLA | Financials median | Companies in median |
|---|---|---|---|
| P/E ratio | 16.6 | 12.9 | 219 |
| Net margin | 6.83% | 20.11% | 204 |
| Return on equity | 24.65% | 12.39% | 230 |
| Dividend yield (payers) | 0.52% | 3.29% | 172 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 6, 2026). P/E excludes loss-making companies.
LPLA price chart
Powered by TradingViewWhat does LPL Financial Holdings Inc. do?
LPL Financial Holdings Inc. operates as a leading independent broker-dealer, providing a comprehensive platform of proprietary technology, brokerage, and investment advisory services to over financial advisors and institutions across the United States. The company supports independent advisors by offering tools for wealth management, including portfolio analytics, trading capabilities, proposal generation, and investment modeling through integrated fintech solutions. Its services enable advisors to serve individual investors, businesses, and institutions with customized brokerage and advisory offerings, emphasizing flexibility and independence in financial planning. LPL Financial Holdings Inc. maintains a network of offices in key locations such as San Diego, Boston, Fort Mill, and Austin, facilitating nationwide operations as a member of FINRA and SIPC. Founded in 1989 and headquartered in San Diego, California, it plays a pivotal role in the capital markets sector by empowering advisors with robust technology and support infrastructure to manage diverse client assets effectively.