Lpl Financial Holdings Inc. · NASDAQ:LPLA
Lpl Financial — Investor Presentation (January 2026)
22 slides from Lpl Financial's investor presentation, Jan 20, 2026
Slide 1: LPL Market Signals
LPL Market Signals Listen to the New Episode Now! Member FINRA/SIPC
Slide 2: Important Disclosures
Important Disclosures This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves ri
Slide 3: Agenda
Agenda 1. Market Recap: Small Cap Run Continues 2. Chart Check: The Great Divide 3. Unearthing the Metals Melt-Up 4. Week Ahead: Consumer Spending, Income, and PCE Inflation Catch-Up Member FINRA/SIPC 3
Slide 4: Market Recap: Small Cap Run Continues
Market Recap Small Cap Run Continues Member FINRA/SIPC
Slide 5: Market Performance
Market Performance GLOBAL CAPITAL MARKET RETURNS x Price 5-Day 3-Mo. YTD 1-Yr. Price 5-Day 3-Mo. YTD 1-Yr. ($) (%) (%) (%) (%) ($) (%) (%) (%) (%) Domestic Equity Benchmarks (previous day) Global Equity Benchmarks (previous day) S&P 500 6,940.01 -0.4 5.0 1.4 18.4 MSCI All-Country World 1,037.26 -0.1
Slide 6: Market Performance (Continued)
Market Performance (Continued) GLOBAL CAPITAL MARKET RETURNS Price 5-Day 3-Mo. YTD 1-Yr. Price 5-Day 3-Mo. YTD 1-Yr. ($) (%) (%) (%) (%) ($) (%) (%) (%) (%) Fixed Income (previous day) Commodity Indices (previous day) BBG U.S. Agg. Bond Index 2,349.05 -0.1 0.1 0.0 7.3 BBG Commodty Index 286.53 1.8 8
Slide 7: Chart Check: The Great Divide
Chart Check The Great Divide Member FINRA/SIPC
Slide 8: Holding Above Support From the Prior Highs
Holding Above Support From the Prior Highs Source: LPL Research, Bloomberg, 01/19/26 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 8
Slide 9: Above-Average Performance from the Average Stock
Above-Average Performance from the Average Stock Source: LPL Research, Bloomberg, 01/19/26 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 9
Slide 10: Breakout or Breakdown in the Nasdaq 100?
Breakout or Breakdown in the Nasdaq 100? Source: LPL Research, Bloomberg, 01/19/26 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 10
Slide 11: Semis Lead but Keep an Eye on Software
Semis Lead but Keep an Eye on Software Source: LPL Research, Bloomberg, 01/19/26 Philadelphia Stock Exchange Semiconductor Index. All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 11
Slide 12: A Quantified Stock Picker's Market
A Quantified Stock Picker’s Market Source: LPL Research, Bloomberg, 01/19/26 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 12
Slide 13: Emerging Markets Relative Strength Reaches an Inflection Point
Emerging Markets Relative Strength Reaches an Inflection Point Source: LPL Research, Bloomberg, 01/19/26 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 13
Slide 14: Upside Risk in 10-Year Yields
Upside Risk in 10-Year Yields Source: LPL Research, Bloomberg, 01/19/26 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 14
Slide 15: Breakouts Above 4.20% Have Been a Problem for Stocks
Breakouts Above 4.20% Have Been a Problem for Stocks Source: LPL Research, Bloomberg, 01/19/26 All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 15
Slide 16: Unearthing the Metals Melt-Up
Unearthing the Metals Melt-Up Can the Precious Metals Rally Continue? Member FINRA/SIPC
Slide 17: Metals Momentum Continued in 2025
Metals Momentum Continued in 2025 Source: LPL Research; Bloomberg 01/15/26 Disclosures: All indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 17
Slide 18: Relative Strength in Gold Reaches an Inflection Point
Relative Strength in Gold Reaches an Inflection Point Source: LPL Research, Bloomberg, 01/15/26 Disclosures: Indexes are unmanaged and cannot be invested in directly. Past performance is no guarantee of future results. Member FINRA/SIPC 18
Slide 19: Foreign Reserve Holdings by Asset
Foreign Reserve Holdings by Asset Source: LPL Research, Bloomberg, 01/15/26 Member FINRA/SIPC 19
Slide 20: Week Ahead
Week Ahead Consumer Spending, Income, and PCE Inflation Catch-Up Member FINRA/SIPC
Slide 21: Week Ahead: Consumer Income, Spending, and PCE Inflation Catch-Up
Week Ahead: Consumer Income, Spending, and PCE Inflation Catch-Up 01/20/26 Event Period Survey Actual Prior Revised 01/23/26 Event Period Survey Actual Prior Revised ADP Weekly Employment Change 27-Dec -- -- 11.750k -- S&P Global US Manufacturing PMI Jan P 52 -- 51.8 -- Philly Fed Non-Manufacturing
Slide 22: Thank You for Joining
Thank You for Joining Member FINRA/SIPC
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