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 7,296 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
121% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 57
43% more repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 217
7.93% more ownership
Funds ownership: 95.03% [Q4 2024] → 102.96% (+7.93%) [Q1 2025]
8% more capital invested
Capital invested by funds: $23.5B [Q4 2024] → $25.3B (+$1.8B) [Q1 2025]
7% more funds holding
Funds holding: 713 [Q4 2024] → 765 (+52) [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
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$342
9%
downside
Avg. target
$424
13%
upside
High target
$460
23%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Barclays Benjamin Budish | 20%upside $450 | Overweight Maintained | 9 Jun 2025 |
Redburn Atlantic Charles Bendit | 23%upside $460 | Buy Upgraded | 9 Jun 2025 |
Citigroup Christopher Allen | 7%upside $400 | Neutral Downgraded | 9 Jun 2025 |
Morgan Stanley Michael Cyprys | 20%upside $450 | Overweight Maintained | 21 May 2025 |
JMP Securities Devin Ryan | 18%upside $440 | Market Outperform Maintained | 9 May 2025 |
Financial journalist opinion
Based on 19 articles about LPLA published over the past 30 days
Neutral
GlobeNewsWire
2 days ago
LPL Financial Welcomes Runyan Capital
SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities.
Positive
Seeking Alpha
4 days ago
LPL Financial: Still Running Hot
LPL is hot off a very solid Q1 report. Its latest monthly metrics offer positive read throughs as well. Stay the course on LPL's growth story.
Negative
Zacks Investment Research
4 days ago
LPLA, SF & Others to Face Penalty for Overcharging Retail Investors
Edward Jones, LPL Financial, RBC Capital Markets, Stifel and TD Ameritrade to pay $19M over claims of excessive commissions on small-dollar trades.
Positive
Zacks Investment Research
4 days ago
Why LPL Financial Holdings Inc. (LPLA) is a Top Growth Stock for the Long-Term
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
1 week ago
LPL Financial Welcomes Loomis Wealth Management
SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K. Hitt of Loomis Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from L.M. Kohn & Company.
Neutral
Investors Business Daily
1 week ago
Stock Of The Day Stalls. Why That Could Be A Good Thing.
The investment advisory firm outranks industry leaders such as Robinhood Markets and Charles Schwab.
Neutral
GlobeNewsWire
1 week ago
Arv Private Wealth Launches with Support from LPL Strategic Wealth
SAN DIEGO, June 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christian Reuter, James “Scott” Robinson and Michael Capeder have launched a new independent practice, Arv Private Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and join LPL from RBC.
Neutral
GlobeNewsWire
2 weeks ago
LPL Financial to Present at the William Blair Growth Stock Conference
SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that Matt Audette, President and Chief Financial Officer, will present at the William Blair Growth Stock Conference on June 4.
Neutral
Investors Business Daily
2 weeks ago
Financial Services Stock Awaits Next Move, Flirts With Buy Point
LPL Financial Holdings stock is hovering near a buy point of a base.
Neutral
GlobeNewsWire
2 weeks ago
LPL Financial Welcomes Mai Park Capital to Linsco Channel
SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Mai Park, CPWA®, has joined LPL's employee advisor channel, Linsco by LPL Financial, aligning with existing firm Pence Wealth Management, to launch Mai Park Capital. She reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch.
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