Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

LPLA Relative to the S&P 500

LPLA Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the LPL Financial Holdings Inc. (NASD:LPLA) seasonal charts above shows that a Buy Date of August 16 and a Sell Date of November 11 has resulted in a geometric average return of 6.81% above the benchmark rate of the S&P 500 Total Return Index over the past 13 years. This seasonal timeframe has shown positive results compared to the benchmark in 12 of those periods. This is an excellent rate of success and the return outperforms the relative buy-and-hold performance of the stock over the past 13 years by an average of 1.63% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of September 2024, the company had over 23,000 advisors on its platform managing $1.6 trillion of client assets. The company doesn’t have material operations outside of the United States.

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Stocks mentioned in this post: LPLA