InfluAlpha

LPLA

LPL Financial Holdings Inc. - Common Stock NASDAQ

Last close $330.88 as of 09 Oct 2026
Avg call return
−4.6%
−6.9% vs. index
Scored calls
2
Channels
1
Win Rate
50%
Side taken
2Buy 0Sell

2 scored calls · 1 channels · first tracked 13 Jul 2026

LPLA: tracked call record. Across the full tracked record, 2 of 2 published calls are scored, with an average call return of -4.55%. Scored calls were published from 13 Jul 2026 to 12 Aug 2026, measured from each entry price to its latest available close (price dates: 09 Oct 2026 to 09 Oct 2026). Average benchmark excess is -6.91 percentage points, based on 2 of the 2 scored calls only. Unscored calls are excluded from averages. Holding periods and price freshness vary. These are averages of directional call returns, not an investable portfolio return; fees, dividends and execution costs are not included.

Who is calling LPLA

Last 12 months · 1 buying · 0 selling

  1. 01 Morningstar, Inc. Buy Calls 2 Return −4.6% Show calls
    1. 12 Aug 2026 Buy Entry $376.68 Now $330.88 −12.2% vs. index −12.9%

      AI-extracted call. Cite this call

      We think these are undervalued stocks to buy today. The first undervalued stock we still like after earnings is LPL Financial.
    2. 13 Jul 2026 Buy Entry $321.06 Now $330.88 +3.1% vs. index −0.9%

      AI-extracted call. Cite this call

      I'd highlight names like LPL Financial. That's one that we've recommended in the past. That's a five-star rated stock.
    Full record for Morningstar, Inc.

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