LPL FinancialLPLA
LPLA
About: 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 2024, the company had over 29,000 advisors on its platform managing $1.7 trillion of client assets. The company doesn't have material operations outside the United States.
Employees: 9,118
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
123% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 57
43% more repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 217
7.97% more ownership
Funds ownership: 95.03% [Q4 2024] → 103.0% (+7.97%) [Q1 2025]
8% more capital invested
Capital invested by funds: $23.5B [Q4 2024] → $25.3B (+$1.81B) [Q1 2025]
8% more funds holding
Funds holding: 713 [Q4 2024] → 767 (+54) [Q1 2025]
11% less funds holding in top 10
Funds holding in top 10: 28 [Q4 2024] → 25 (-3) [Q1 2025]
17% less call options, than puts
Call options by funds: $81.4M | Put options by funds: $97.9M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$400
8%
upside
Avg. target
$433
16%
upside
High target
$460
24%
upside
7 analyst ratings
5 positive
71%
2 neutral
29%
0 negative
0%
Wells Fargo Michael Brown | 13%upside $420 | Overweight Maintained | 11 Jul 2025 |
Barclays Benjamin Budish | 24%upside $460 | Overweight Maintained | 10 Jul 2025 |
TD Cowen Bill Katz | 8%upside $403 | Hold Downgraded | 9 Jul 2025 |
Redburn Atlantic Charles Bendit | 24%upside $460 | Buy Upgraded | 9 Jun 2025 |
Citigroup Christopher Allen | 8%upside $400 | Neutral Downgraded | 9 Jun 2025 |
Financial journalist opinion
Based on 15 articles about LPLA published over the past 30 days
Neutral
GlobeNewsWire
1 day ago
LPL Financial Announces Second Quarter 2025 Earnings Release Date and Conference Call
SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 31. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.
Neutral
GlobeNewsWire
1 day ago
LPL Financial Welcomes The Narmi Group Investment Management to Linsco Channel
SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Charlie Narmi and Theresa Rynaski, CFP®, have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch The Narmi Group Investment Management. They reported serving approximately $870 million in advisory, brokerage and retirement plan assets* and join LPL from Robert W. Baird & Co.
Neutral
GlobeNewsWire
3 days ago
LPL Research Team Releases Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
This annual report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations. Setting the tone for the second half of 2025, this report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios.
Neutral
GlobeNewsWire
3 days ago
Bell Wealth Partners Launches with Support of LPL Strategic Wealth Services
SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan Bell, AIF®, AAMS®, have launched a new independent practice, Bell Wealth Partners, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services. The team reported serving approximately $450 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.
Neutral
GlobeNewsWire
1 week ago
LPL Financial Welcomes Resilient Wealth Management
SAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brandon Dixon-James, CFP®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Resilient Wealth Management. He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.
Neutral
GlobeNewsWire
1 week ago
LPL Financial Appoints Mike Holtschlag as Executive Vice President of Banking and Lending
SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company's banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors.
Positive
Zacks Investment Research
2 weeks ago
Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Growth Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Neutral
GlobeNewsWire
2 weeks ago
LPL Financial Welcomes Wyatt Wealth Management
SAN DIEGO, June 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jason Wyatt, AWMA®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Wyatt Wealth Management. He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
Positive
Benzinga
2 weeks ago
Top 3 Financial Stocks That May Explode This Month
The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies.
Positive
Zacks Investment Research
2 weeks ago
Why LPL Financial Holdings Inc. (LPLA) is a Top Momentum Stock for the Long-Term
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
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