LPL Financial Holdings Inc. (LPLA) fair value analysis

Nasdaq · Updated 2026-09-07

LPL Financial Holdings Inc. is a broker-dealer and financial services company that provides technology, research, and clearing services to independent financial advisors and financial institutions. The company operates primarily in the United States, serving as a platform that enables its clients to run their financial advisory businesses.

Forward Fair Value verdict

Undervalued

Based on TickrTrends' weekly Forward Fair Value model, LPLA is trading at more than a 25% discount to estimated fair value.

LPLA currently ranks #14 of 165 Financial Services stocks by discount to Forward Fair Value. It has screened as Undervalued for 3 consecutive weekly runs.

Last price: $360.35
Sector: Financial Services
12-month range: $275.04–$377.87

Derived indicators

Coarse bands from TickrTrends' weekly models; exact figures are part of the full report.

Quality grade: D
Momentum grade: A
Leverage: Moderate
RSI zone: Neutral
50/200-day trend: Uptrend
52-week position: The top quarter of its range

What our data shows for LPLA

Our model validated 17 trailing price-to-earnings windows for LPLA, built from quarterly earnings records.
Shares are trading in the upper third of their 12-month price range of $275.04–$377.87.
The 14-day relative strength index sits at a neutral 49.
3 of the last 12 weekly snapshots showed positive price momentum.

The exact numbers are one step away

The precise Forward Fair Value dollar figure for LPLA
Exact discount / premium to today's price
The normalized historical P/E behind the estimate, and how many quarters support it
Forward EPS input and fiscal-year basis
Screeners and rankings across the full S&P 500 and Nasdaq universes

See the exact fair value →

How Forward Fair Value works

TickrTrends computes a Forward Fair Value for every covered stock each week: a conservatively normalized historical price-to-earnings multiple is applied to the analyst-consensus earnings estimate for the next full fiscal year. Every input window is validated for continuity and every result is screened for plausibility before publication.

Recent LPLA news

TickrTrends' derived news-sentiment signal for LPLA is currently leaning positive, computed from recent coverage.

LPLA Initiated Coverage by Truist Securities -- Rating Set to Hold (gurufocus.com, 2026-09-01)
TickrTrends take: Truist Securities has initiated coverage of LPL Financial with a Hold rating, which suggests the analyst sees limited upside or downside from current levels despite broader market activity in the Financial Services sector. This conservative stance arrives as TickrTrends' valuation analysis currently indicates LPLA trades below its assessed fair value, creating a potential divergence between analyst sentiment and quantitative valuation metrics that investors focused on price discovery may want to monitor. The tension between a Hold recommendation and an undervalued technical assessment could influence how the stock responds to future earnings reports or sector-wide developments.
LPLA Maintained by TD Cowen -- Price Target Raised to $377 (gurufocus.com, 2026-09-01)
TickrTrends take: TD Cowen's decision to raise its price target for LPLA to 377 while maintaining its rating suggests the analyst sees upside potential within the company's current valuation range. Given that TickrTrends currently derives an undervalued verdict for LPLA in the Financial Services sector, this analyst action provides external validation that the market may not be fully pricing in the company's value proposition. A valuation-focused reader should monitor whether other analysts follow with similar target increases, as this could indicate a broader market recognition shift toward the undervaluation thesis.
AI Narrative Overshadows LPL Financial Holdings’ (LPLA) Strong Fundamentals (finance.yahoo.com, 2026-08-28)
TickrTrends take: LPL Financial Holdings operates in the Financial Services sector where traditional valuation metrics may not always receive market attention when broader technology and artificial intelligence trends dominate investor sentiment. TickrTrends currently identifies LPLA as undervalued, suggesting the market may be overlooking the company's operational performance relative to its fundamentals. For valuation-focused investors, monitoring whether fundamental strength can eventually draw capital away from sector-wide narrative-driven trading patterns would be particularly relevant to LPLA's price discovery process.

What people are saying

Follow the LPLA conversation: Stocktwits · Reddit · X

TickrTrends weekly updates

2026-09-07 — No material change this week: the verdict, bands and grades all held steady.
2026-09-06 — No material change this week: the verdict, bands and grades all held steady.
2026-08-31 — TickrTrends initiated weekly Forward Fair Value coverage of this stock.

Frequently asked questions

Is LPLA stock undervalued?

Based on TickrTrends' Forward Fair Value model (updated 2026-09-07), LPLA is trading at more than a 25% discount to estimated fair value and screens as undervalued. The exact fair value and discount are available to subscribers.

What is LPLA's TickrTrends verdict?

LPLA's current verdict is Undervalued, refreshed with every weekly Forward Fair Value run.

How does LPLA compare to other Financial Services stocks?

LPLA ranks #14 of 165 Financial Services stocks in TickrTrends' coverage when sorted by discount to Forward Fair Value.

Is LPLA overbought or oversold?

LPLA's 14-day RSI is in neutral territory - neither overbought nor oversold.

All Financial Services fair-value coverage →

Head-to-head comparisons

LPLA vs AJG · LPLA vs AON · LPLA vs HAPN · LPLA vs MKTX · LPLA vs MSCI