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 June 2024, the company had over 23,000 advisors on its platform managing $1.5 trillion of client assets. The company doesn't have material operations outside of the United States.
Employees: 8,787
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
128% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 60
42% more capital invested
Capital invested by funds: $16.9B [Q3] → $24B (+$7.13B) [Q4]
27% more funds holding in top 10
Funds holding in top 10: 22 [Q3] → 28 (+6) [Q4]
9% more funds holding
Funds holding: 632 [Q3] → 692 (+60) [Q4]
2.11% less ownership
Funds ownership: 96.87% [Q3] → 94.75% (-2.11%) [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: 219 | Existing positions reduced: 261
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$385
3%
upside
Avg. target
$411
10%
upside
High target
$435
17%
upside
9 analyst ratings
9 positive
100%
0 neutral
0%
0 negative
0%
Morgan Stanley Michael Cyprys 76% 1-year accuracy 22 / 29 met price target | 11%upside $413 | Overweight Maintained | 6 Feb 2025 |
UBS Brennan Hawken 74% 1-year accuracy 25 / 34 met price target | 13%upside $420 | Buy Maintained | 31 Jan 2025 |
JP Morgan Michael Cho 75% 1-year accuracy 3 / 4 met price target | 9%upside $405 | Overweight Maintained | 31 Jan 2025 |
Keefe, Bruyette & Woods Kyle Voigt 71% 1-year accuracy 22 / 31 met price target | 9%upside $405 | Outperform Maintained | 31 Jan 2025 |
JMP Securities Devin Ryan 87% 1-year accuracy 59 / 68 met price target | 17%upside $435 | Market Outperform Reiterated | 31 Jan 2025 |
Financial journalist opinion
Based on 20 articles about LPLA published over the past 30 days
Neutral
Zacks Investment Research
21 hours ago
LPL Financial's January Brokerage and Advisory Assets Rise Y/Y
LPLA's January brokerage and advisory assets, client cash balance and total net new assets rise on a year-over-year basis.
Neutral
GlobeNewsWire
1 day ago
LPL Financial Reports Monthly Activity for January 2025
SAN DIEGO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for January 2025.
Neutral
PRNewsWire
1 day ago
LPL Financial Selects SUBSCRIBE to Modernize Alternative Investment Platform
The customized alternative investments platform offers one of the Nation's Largest Independent Wealth Management Firms an unparalleled suite of functionality to digitally transform their private fund investment workflows from start to finish. NEW YORK , Feb. 20, 2025 /PRNewswire/ -- SUBSCRIBE, the leading operating system for alternative investments that digitalizes the investment process for fund managers, institutional investors, wealth managers, law firms, and fund administrators, today announced that is has been selected by LPL Financial Holdings Inc (Nasdaq: LPLA, ("LPL")) to build a highly customized and fully integrated platform solution to modernizes the firms alternative investments program.
Neutral
GlobeNewsWire
1 day ago
LPL Financial Launches Comprehensive Alternative Investment Platform
SAN DIEGO, Feb. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA), a leader in the wealth management industry, announces the launch of LPL Alts Connect, a full-service platform designed to streamline the way financial advisors and their clients access and manage alternative investments. LPL Alts Connect is a centralized, digitized system that streamlines the purchasing process and provides tools such as prequalification, e-signature capabilities and the ability to send sales kits directly to clients.
Neutral
GlobeNewsWire
2 days ago
LPL Welcomes Prill | Garwood Financial Advisors
SAN DIEGO, Feb. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Shane J. Prill, CFP®, Vance E.
Neutral
GlobeNewsWire
3 days ago
LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs
SAN DIEGO, Feb. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its network of nearly 29,000 financial advisors provide personalized support to their clients who are Chief Executive Officers (CEOs) and/or have founded their own businesses. There are more than 33 millioni small businesses in the U.S., and more than halfii of all private employer business owners are over the age of 55.
Positive
Zacks Investment Research
1 week ago
LPL Financial Holdings Inc. (LPLA) is a Great Momentum Stock: Should You Buy?
Does LPL Financial Holdings Inc. (LPLA) have what it takes to be a top stock pick for momentum investors? Let's find out.
Neutral
GlobeNewsWire
1 week ago
LPL Financial Welcomes Southwest Advisory Group to Linsco Channel
SAN DIEGO, Feb. 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Steve Schulte, CFP®, MBA, and Melissa Toler Short have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Southwest Advisory Group. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise.
Neutral
GlobeNewsWire
1 week ago
LPL Financial Welcomes Lex Wealth Management
SAN DIEGO, Feb. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Carmen M. Lex Jr., CFP®, RICP®, and Chris Lex, CRPC®, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The brothers reported serving approximately $630 million in advisory, brokerage and retirement plan assets* and join LPL from Corebridge Financial, formerly Valic, a subsidiary of AIG.
Neutral
GlobeNewsWire
2 weeks ago
LPL Financial Welcomes Jackson/Roskelley Wealth Advisors
SAN DIEGO, Feb. 06, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Roskelley, CFP®, and Kyle Robertson, CFP®, of Jackson/Roskelley Wealth Advisors have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $345 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise.
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