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

The Closelooknet read

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.

Detail below: the desk's view, the earnings record, peers and the company snapshot; daily prices on the price-history tab. Research diary readings, not advice.

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Signals for this name

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

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 47/100 · S&P 500 fund at 48, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-11-06
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 60th percentile of the window, -22.8% over 20 sessions. Factor regime → 2026-11-06
  • Sovereign pressure Index -1.91 · down 2.45 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-11-06
How it trades on rate days beta −0.08 to TLT · on the worst bond days it held up better than the market

How it trades on rate days

How LPLA has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year −0.08 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), LPL Financial Holdings Inc moved −0.08% on average · correlation −0.02 · higher than 8% of US names
  • Beta, last 3 months 0.94 more rate-sensitive lately than over the year
  • On the 10 worst bond days +0.01% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days +0.10% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

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 Closelooknet 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 Closelooknet scores where it exists.

Company snapshot — LPL Financial Holdings Inc

LPLA in five paragraphs: what it makes and sells, where it sits in the Closelooknet 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
Closelooknet'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 Closelooknet tracks it
It is a Russell 1000 constituent; it does not yet carry a Closelooknet 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 Closelooknet’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.

The Street on this name 3 analyst actions on the wire · latest: price target by Overweight on shift to monetization, 2026-10-01

The Street on this name

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

  • Price target Overweight on shift to monetization — target 362 Target set to $362 (+16% to spot) 2026-10-01
  • Initiation Wells Fargo — at Overweight Initiated to Overweight from Overweight 2026-10-01
  • Price target Truist — target 389 Target set to $389 (+5.1% to spot) 2026-09-01

3 actions on the analyst wire since 2026-08-13: 1 initiation, 2 target changes. Analyst wire → · Earnings wire →

Dividends and capital return trailing yield 0.41%, 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 0.41% yield on the 2026-11-06 close 4 distributions, paid quarterly 2026-11-06
  • 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.

FAQ · from the current data · as of 2026-11-07

Quick answers

What is LPL Financial Holdings Inc (LPLA)?

LPL Financial Holdings Inc trades as LPLA on the US exchange (United States) in the Closelooknet research universe, as of the registry build of 2026-11-07.

Is LPLA in a Closelooknet index?

Not currently — LPL Financial Holdings Inc is tracked in the Closelooknet research universe but is not a constituent of a Closelooknet functional index as of 2026-11-07.

Where does LPLA trade against its moving averages?

LPL Financial Holdings Inc trades 8.8% below its 50-day and 7.8% below its 200-day moving average (4.6% below its 20-day). As of 2026-11-06 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How does LPL Financial Holdings Inc compare with its peers?

Against its peer group (Capital Markets · United States), LPL Financial Holdings Inc (LPLA) sits 26.0% below its 52-week high, 8.8% below its 50-day average; Tradeweb Markets Inc (TW) is 1.0% below, MarketAxess Holdings Inc (MKTX) is 15.0% below, Virtu Financial, Inc. (VIRT) is 21.5% below, as of 2026-11-06. Put any of them next to LPLA in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does LPL Financial Holdings Inc trade when bond yields rise?

Over the past year LPL Financial Holdings Inc had a beta of −0.08 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 8% of US names. On the 10 sessions in which long bonds fell most it moved +0.01% on average, against −0.74% for the S&P 500. As of 2026-11-06; The "How it trades on rate days" block on this page carries the lines.

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. Closelooknet's peer group is not set for this name; the market's usual comparison is Raymond James Financial, another network built around independent advisors. (Company snapshot of 2026-09-17.)

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 Closelooknet score, so no module read exists for it, and it has not drawn a quote in the diary's editions. (Company snapshot of 2026-09-17.)

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 0.41% on the 2026-11-06 close; the last distribution recorded in the price series was 0.30 USD on 2026-08-14. As of 2026-11-06; 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 Closelooknet wire is a price target by Overweight on shift to monetization on 2026-10-01 (target 362). 3 actions on the analyst wire since 2026-08-13: 1 initiation, 2 target changes. Analyst actions are third-party opinions recorded by the wire, not Closelooknet 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 Closelooknet structure read — an investment research diary view, not investment advice.

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Related in the Closelooknet universe

then Capital Markets. Scored names rank on their Closelooknet 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.