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: 9,000
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
147% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 59
42% more capital invested
Capital invested by funds: $16.6B [Q3] → $23.5B (+$6.92B) [Q4]
27% more funds holding in top 10
Funds holding in top 10: 22 [Q3] → 28 (+6) [Q4]
12% more funds holding
Funds holding: 633 [Q3] → 710 (+77) [Q4]
0.05% less ownership
Funds ownership: 95.05% [Q3] → 95.01% (-0.05%) [Q4]
11% less call options, than puts
Call options by funds: $118M | Put options by funds: $132M
16% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 265
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$342
7%
upside
Avg. target
$388
21%
upside
High target
$420
31%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo Michael Brown 39% 1-year accuracy 29 / 75 met price target | 7%upside $342 | Overweight Maintained | 8 Apr 2025 |
JMP Securities Devin Ryan 67% 1-year accuracy 4 / 6 met price target | 31%upside $420 | Market Outperform Maintained | 8 Apr 2025 |
Barclays Benjamin Budish 66% 1-year accuracy 88 / 133 met price target | 14%upside $365 | Overweight Maintained | 7 Apr 2025 |
Citigroup Christopher Allen 63% 1-year accuracy 12 / 19 met price target | 25%upside $400 | Buy Maintained | 2 Apr 2025 |
Morgan Stanley Michael Cyprys 52% 1-year accuracy 13 / 25 met price target | 29%upside $413 | Overweight Maintained | 6 Feb 2025 |
Financial journalist opinion
Based on 8 articles about LPLA published over the past 30 days
Neutral
GlobeNewsWire
1 week ago
LPL Welcomes Synergy Wealth Strategies
SAN DIEGO, April 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor James “Jim” Verdi, CFP®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $350 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.
Neutral
GlobeNewsWire
1 week ago
LPL Financial Announces First Quarter 2025 Earnings Release Date and Conference Call
SAN DIEGO, April 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on Thursday, May 8. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.
Neutral
GlobeNewsWire
2 weeks ago
LPL Financial Welcomes Tenacity Investment Group
SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.
Positive
Zacks Investment Research
2 weeks ago
LPL Financial (LPLA) Soars 11.2%: Is Further Upside Left in the Stock?
LPL Financial (LPLA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Neutral
GlobeNewsWire
3 weeks ago
LPL Financial Welcomes Trimp Wealth Management
SAN DIEGO, April 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Patrick Trimp, CFP®, and Jack Trimp, ChFC®, of Trimp Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Nations Financial Group, Inc.
Neutral
GlobeNewsWire
4 weeks ago
LPL Financial Welcomes Horizon Capital Advisors
SAN DIEGO, April 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that eight financial advisors with Horizon Capital Advisors have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $450 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
Positive
Zacks Investment Research
4 weeks ago
LPLA to Buy Commonwealth Financial, Boost Wealth Management Offerings
LPL Financial is set to buy Commonwealth Financial for $2.7 billion. The buyout is likely to be accretive to 2026 adjusted earnings.
Neutral
GlobeNewsWire
4 weeks ago
LPL Financial Announces Pricing of Its Common Stock Offering
SAN DIEGO, March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced the pricing of an underwritten public offering of 4,687,500 shares of its common stock at a price to the public of $320.00 per share. LPL also granted the underwriters a 30-day option to purchase up to an additional 703,125 shares of its common stock at the public offering price, less underwriting discounts and commissions. The offering is expected to close on April 2, 2025, subject to satisfaction of customary closing conditions.
Positive
Seeking Alpha
4 weeks ago
LPL Financial: Stay The Course
LPL Financial has been a rare consistent compounder through the years. A closer look at its fundamentals points to more of the same. With a few turns now knocked off the multiple, LPL stock offers a compelling entry point.
Neutral
GlobeNewsWire
1 month ago
LPL Financial Announces Proposed $1.5 Billion Common Stock Offering
SAN DIEGO, March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) today announced that it has commenced an underwritten public offering of $1.5 billion of its common stock.
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