LPLA icon

LPL Financial

314.54 USD
-1.30
0.41%
At close Apr 25, 4:00 PM EDT
After hours
314.54
+0.00
0.00%
1 day
-0.41%
5 days
4.20%
1 month
-8.17%
3 months
-10.83%
6 months
20.55%
Year to date
-4.10%
1 year
18.51%
5 years
453.67%
10 years
673.78%
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 8 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] → 709 (+76) [Q4]

0.05% less ownership

Funds ownership: 95.05% [Q3] → 95.0% (-0.05%) [Q4]

11% less call options, than puts

Call options by funds: $118M | Put options by funds: $132M

17% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 265

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$342
9%
upside
Avg. target
$396
26%
upside
High target
$420
34%
upside

8 analyst ratings

positive
100%
neutral
0%
negative
0%
Wells Fargo
Michael Brown
39% 1-year accuracy
29 / 75 met price target
9%upside
$342
Overweight
Maintained
8 Apr 2025
JMP Securities
Devin Ryan
67% 1-year accuracy
4 / 6 met price target
34%upside
$420
Market Outperform
Maintained
8 Apr 2025
Barclays
Benjamin Budish
62% 1-year accuracy
83 / 133 met price target
16%upside
$365
Overweight
Maintained
7 Apr 2025
Citigroup
Christopher Allen
53% 1-year accuracy
10 / 19 met price target
27%upside
$400
Buy
Maintained
2 Apr 2025
Morgan Stanley
Michael Cyprys
40% 1-year accuracy
10 / 25 met price target
31%upside
$413
Overweight
Maintained
6 Feb 2025

Financial journalist opinion

Based on 15 articles about LPLA published over the past 30 days

Neutral
GlobeNewsWire
2 days 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.
LPL Welcomes Synergy Wealth Strategies
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.
LPL Financial Announces First Quarter 2025 Earnings Release Date and Conference Call
Neutral
GlobeNewsWire
1 week 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.
LPL Financial Welcomes Tenacity Investment Group
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.
LPL Financial (LPLA) Soars 11.2%: Is Further Upside Left in the Stock?
Neutral
GlobeNewsWire
2 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.
LPL Financial Welcomes Trimp Wealth Management
Neutral
GlobeNewsWire
3 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.
LPL Financial Welcomes Horizon Capital Advisors
Positive
Zacks Investment Research
3 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.
LPLA to Buy Commonwealth Financial, Boost Wealth Management Offerings
Neutral
GlobeNewsWire
3 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.
LPL Financial Announces Pricing of Its Common Stock Offering
Positive
Seeking Alpha
3 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.
LPL Financial: Stay The Course
Neutral
GlobeNewsWire
3 weeks 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.
LPL Financial Announces Proposed $1.5 Billion Common Stock Offering
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