LPLA
LPL Financial Holdings Inc. · $353.70 (+4.3%) · mkt cap $28.3B · P/E 28.3
10 hub catalysts across 1 sources · backtest → · ← Ticker Explorer
U.S. House — Congressional Trades
Signal summary
Signals divergeBullish and bearish forces are in conflict here — weigh both columns.
57▲ Bull-leanconviction from hub signals
Bullish factors
- Congress bought (8)
- 3 analyst upgrades
Bearish factors
- Congress sold (1)
- Insiders net selling (12 vs 0)
Best strategy
2-yr backtest · by SharpeRSI Mean-Reversion has fit LPLA best over 2 years (+107.1%, Sharpe 1.21). Historical/in-sample — walk-forward all 19 →
| # | Strategy | Return | Sharpe | Beats B&H |
|---|---|---|---|---|
| 1 | RSI Mean-Reversion | +107.1% | 1.21 | ✓ |
| 2 | Buy & Hold (baseline) | +64.7% | 0.86 | |
| 3 | Donchian Breakout | +34.7% | 0.60 |
Price — 1 year
daily closeInsider activity
0 open-market buysOfficers & directors trading their own stock (SEC Form 4). Buys are bullish; sells shown for context.
| Date | Action | Insider | Shares | Value |
|---|---|---|---|---|
| 2026-06-17 | SELL | Jambusaria Aneri | 308 | $94K |
| 2026-04-15 | SELL | Audette Matthew J | 1,579 | $519K |
| 2026-03-10 | SELL | Cohen Marc Eliot | 3,300 | $1.0M |
| 2026-03-02 | SELL | Jambusaria Aneri | 308 | $94K |
| 2026-02-26 | SELL | Audette Matthew J | 1,581 | $507K |
| 2026-02-26 | SELL | Enyedi Matthew | 2,109 | $675K |
| 2025-12-05 | SELL | Steinmeier Richard | 5,058 | $1.9M |
| 2025-12-05 | SELL | Gates Greg | 750 | $278K |
| 2025-12-01 | SELL | Jambusaria Aneri | 80 | $28K |
| 2025-11-05 | SELL | Gates Greg | 1,500 | $565K |
| 2025-10-06 | SELL | Gates Greg | 750 | $236K |
| 2025-09-05 | SELL | Gates Greg | 1,500 | $507K |
Analyst ratings
live · 7 changes| Date | Action | Analyst | Rating Change |
|---|---|---|---|
| 2024-10-09 | Upgrade | Wells Fargo | Equal-Weight → Overweight |
| 2024-09-12 | Initiated | Wells Fargo | Equal-Weight |
| 2024-07-30 | Upgrade | B of A Securities | Neutral → Buy |
| 2024-04-09 | Upgrade | Morgan Stanley | Equal-Weight → Overweight |
| 2024-04-04 | Initiated | Raymond James | Underperform |
| 2024-01-04 | Initiated | TD Cowen | Market Perform |
| 2023-12-01 | Initiated | Redburn Atlantic | Neutral |
Catalyst timeline
10 hub signals| Date | Source | Event | Entity | Value | |
|---|---|---|---|---|---|
| 2026-06-11 | U.S. House — Congressional Trades | Congress BUY | Hon. Gilbert Cisneros | $1,001 - $15,000 | source ↗ |
| 2026-06-05 | U.S. House — Congressional Trades | Congress BUY | Hon. Gilbert Cisneros | $1,001 - $15,000 | source ↗ |
| 2026-05-19 | U.S. House — Congressional Trades | Congress BUY | Hon. Gilbert Cisneros | $1,001 - $15,000 | source ↗ |
| 2026-05-15 | U.S. House — Congressional Trades | Congress Trade | Hon. Valerie Hoyle | source ↗ | |
| 2026-05-14 | U.S. House — Congressional Trades | Congress BUY | Hon. Gilbert Cisneros | $1,001 - $15,000 | source ↗ |
| 2026-05-12 | U.S. House — Congressional Trades | Congress BUY | Hon. Gilbert Cisneros | $1,001 - $15,000 | source ↗ |
| 2026-05-07 | U.S. House — Congressional Trades | Congress BUY | Hon. Gilbert Cisneros | $1,001 - $15,000 | source ↗ |
| 2026-05-01 | U.S. House — Congressional Trades | Congress BUY | Hon. Gilbert Cisneros | $1,001 - $15,000 | source ↗ |
| 2026-04-06 | U.S. House — Congressional Trades | Congress BUY | Hon. Gilbert Cisneros | $1,001 - $15,000 | source ↗ |
| 2025-04-02 | U.S. House — Congressional Trades | Congress SELL | Hon. Valerie Hoyle | $1,001 - $15,000 | source ↗ |
Alt-Data Signal Hub · collected signals updated 2026-07-04 10:58 UTC (refreshed daily) · market & option prices are always live on load · display-only, not advice