- Entry
- —
- Now
- $330.77
- Target
- $408.50
- Score
- —
Wanted to share thoughts on LPL Financial after digging through their filings. Not the flashiest name but the fundamentals and valuation stand out, especially with the deregulatory mood in DC. LPL is a big independent wealth manager providing broker-dealer services and platforms to advisors. Moat comes from scale, regulatory know-how, and high switching costs. Recurring fee revenue keeps the model durable. Q1 2026 showed net income of $356 million, up 19%. Adjusted EPS rose, gross profit up 25% on strong …
— ORIGINAL POST ·
LPL Financial (LPLA) - wealth management scale play with wide moat trading 40% below targets. Solid FCF and policy tailwinds
· r/stocks
· May 27, 2026