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positive_eps_streak on LPL Financial Holdings Inc. (LPLA)

SIC 6200 — Security & Commodity Brokers, Dealers, Exchanges & Services · CIK 1397911 · default direction: long

Definition

Fires on companies with consecutive years of positive earnings — quality compounder candidates. Surfaces stable franchises with earnings durability, not speculative growth.

Every time the signal fired on LPLA

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-232026-02-23+1.59%+0.70%-1.09%
FY20242025-02-202025-02-20-1.93%-4.69%-11.78%+1.46%-19.65%
FY20232024-02-212024-02-21+2.40%+4.63%+4.94%+4.42%+46.59%
FY20222023-02-232023-02-23+1.81%+5.21%-15.96%-18.26%+10.92%
FY20212022-02-222022-02-22-1.46%-9.02%+2.75%-4.95%+34.34%
FY20202021-02-232021-02-23-0.01%-0.60%+1.41%+8.28%+35.07%
FY20192020-02-212020-02-21-7.69%-16.21%-52.53%-27.55%+43.73%
FY20182019-02-262019-02-26-0.78%-1.55%-10.53%+10.24%+9.26%
FY20172018-02-272018-02-27-1.41%-1.41%-8.42%+11.03%+17.44%
FY20162017-02-242017-02-24+1.07%+2.50%+1.35%+3.10%+72.53%
FY20152016-02-252016-02-25+2.72%+7.48%+23.90%+30.31%+104.93%
FY20142015-02-202015-02-20-0.42%-1.27%+2.29%-5.11%-55.38%
FY20132014-02-262014-02-26+0.24%+0.95%+0.80%-9.73%-14.12%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d21,256+0.05%+49.53%long-0.16%22-0.04
5d21,258+0.10%+50.10%long-0.10%22-0.00
20d21,218-0.80%+49.80%long-1.03%22-0.04
60d19,852+1.64%+54.15%long+1.48%22+0.04
252d19,501+13.65%+64.44%long+13.47%22+0.27

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See positive_eps_streak methodology for the full audit.


Data: /api/company/1397911/financials