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LPL Financial Holdings Inc (LPLA) — chart, structure and Closelook read

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Company snapshot — LPL Financial Holdings Inc

LPLA in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
LPL Financial runs a platform that independent financial advisors, and advisors housed inside other institutions, use to serve their clients across brokerage and advisory business in the United States. Its brokerage side covers annuities, mutual funds, equities, fixed income, retirement plans and insurance, while its fee-based platforms give access to ETFs, stocks, bonds and outside money managers. It also operates client cash programmes, including FDIC-insured bank sweep accounts, and gives advisors tools for trading, rebalancing, proposal work and portfolio analytics. The company is based in San Diego, California.
Where it sits in the stack
LPL Financial carries no seat in our AI build-out index; it sits in the diary's capital markets sleeve, the part of the universe covering wealth-management and broker-dealer platforms rather than any layer of the build-out.
Who it is priced against
Closelook's peer group is not set for this name; the market's usual comparison is Raymond James Financial, another network built around independent advisors.
Why Closelook tracks it
It is a Russell 1000 constituent; it does not yet carry a Closelook score, so no module read exists for it, and it has not drawn a quote in the diary's editions.
What the diary watches
The diary watches how much of the group's revenue still comes from cash sweep balances, since that line moves with interest rates rather than with advisor growth.

LPL Financial Holdings Inc (LPLA) trades on US exchanges.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for LPLA, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 1 analyst action on the wire · latest: price target by Truist, 2026-09-01

The Street on this name

Analyst actions and the latest print for LPLA from the Closelook wires — third-party opinions on the record, not our readings.

  • Price target Truist — target 389 Target set to $389 (+5.1% to spot) 2026-09-01

1 action on the analyst wire since 2026-08-13: 1 target change. Analyst wire → · Earnings wire →

Who it is priced against Capital Markets · United States · 8 names with week and year-to-date

Peer group

Capital Markets · United States

This name carries no Closelook score, so its cohort ranks on trend state — distance to the 50- and 200-day averages — never on a score it does not have.

Compared against LPLA on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Dividends and capital return trailing yield 0.36%, quarterly · last 0.30 USD on 2026-08-14

Dividends and capital return

What LPLA pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 1.20 USD per share · a 0.36% yield on the 2026-09-17 close 4 distributions, paid quarterly 2026-09-17
  • Change on the year 0.0% against the prior twelve months prior twelve months 1.20 USD per share
  • Last distribution 0.30 USD per share as the price series records it, within days of the ex-date 2026-08-14
  • By calendar year 2023: 0.30 USD (partial) · 2024: 1.20 USD · 2025: 1.20 USD · 2026: 0.90 USD to date first distribution recorded in the three-year window: 2023-11-08

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
  • Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

Quick answers

What is LPL Financial Holdings Inc (LPLA)?

LPL Financial Holdings Inc trades as LPLA on the US exchange (United States) in the Closelook research universe, as of the registry build of 2026-09-18.

Is LPLA in a Closelook index?

Not currently — LPL Financial Holdings Inc is tracked in the Closelook research universe but is not a constituent of a Closelook functional index as of 2026-09-18.

Where does LPLA trade against its moving averages?

Mixed moving-average stack: Trades -5.4% vs the 50-day and -0.1% vs the 200-day average, 17.4% below the 52-week high and +26.8% off the 52-week low; a golden cross printed 15 sessions ago. Computed from daily closes. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

What does LPL Financial Holdings Inc do?

LPL Financial runs a platform that independent financial advisors, and advisors housed inside other institutions, use to serve their clients across brokerage and advisory business in the United States. Its brokerage side covers annuities, mutual funds, equities, fixed income, retirement plans and insurance, while its fee-based platforms give access to ETFs, stocks, bonds and outside money managers. It also operates client cash programmes, including FDIC-insured bank sweep accounts, and gives advisors tools for trading, rebalancing, proposal work and portfolio analytics. Closelook's peer group is not set for this name; the market's usual comparison is Raymond James Financial, another network built around independent advisors.

Where does LPL Financial Holdings Inc sit in the AI build-out?

LPL Financial carries no seat in our AI build-out index; it sits in the diary's capital markets sleeve, the part of the universe covering wealth-management and broker-dealer platforms rather than any layer of the build-out. It is a Russell 1000 constituent; it does not yet carry a Closelook score, so no module read exists for it, and it has not drawn a quote in the diary's editions.

Does LPL Financial Holdings Inc pay a dividend?

LPL Financial Holdings Inc has paid 1.20 USD per share over the last twelve months, paid quarterly, a trailing yield of 0.36% on the 2026-09-17 close; the last distribution recorded in the price series was 0.30 USD on 2026-08-14. The "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on LPL Financial Holdings Inc recently?

The most recent analyst action on LPL Financial Holdings Inc on the Closelook wire is a price target by Truist on 2026-09-01 (target 389). 1 action on the analyst wire since 2026-08-13: 1 target change. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for LPLA, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Related in the Closelook universe

then Capital Markets. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.