LPL FinancialLPLA
LPLA
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
140% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 60
42% more capital invested
Capital invested by funds: $16.9B [Q3] → $23.9B (+$7.07B) [Q4]
27% more funds holding in top 10
Funds holding in top 10: 22 [Q3] → 28 (+6) [Q4]
12% more funds holding
Funds holding: 632 [Q3] → 705 (+73) [Q4]
1.75% less ownership
Funds ownership: 96.76% [Q3] → 95.01% (-1.75%) [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: 220 | Existing positions reduced: 265
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$385
15%
upside
Avg. target
$410
23%
upside
High target
$435
30%
upside
8 analyst ratings
8 positive
100%
0 neutral
0%
0 negative
0%
Morgan Stanley Michael Cyprys 61% 1-year accuracy 17 / 28 met price target | 23%upside $413 | Overweight Maintained | 6 Feb 2025 |
UBS Brennan Hawken 53% 1-year accuracy 18 / 34 met price target | 25%upside $420 | Buy Maintained | 31 Jan 2025 |
JP Morgan Michael Cho 25% 1-year accuracy 1 / 4 met price target | 21%upside $405 | Overweight Maintained | 31 Jan 2025 |
Keefe, Bruyette & Woods Kyle Voigt 74% 1-year accuracy 23 / 31 met price target | 21%upside $405 | Outperform Maintained | 31 Jan 2025 |
JMP Securities Devin Ryan 64% 1-year accuracy 41 / 64 met price target | 30%upside $435 | Market Outperform Reiterated | 31 Jan 2025 |
Financial journalist opinion
Based on 16 articles about LPLA published over the past 30 days
Positive
Zacks Investment Research
3 hours 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
18 hours 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
1 day 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 day 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.
Positive
Seeking Alpha
1 day ago
LPL Financial: Positioned To Accelerate Market Expansion Through Commonwealth Acquisition
LPL Financial is the largest independent broker-dealer in the US, with strong financials and a growth strategy focused on M&A and vertical integration. LPLA's FY24 revenues grew 23.20% YoY to $12.39bn, with EBITDA increasing 11.63% to $2.22bn, despite a significant decline in free cash flow due to heavy investments. The stock has outperformed the financial sector and broader market, driven by favorable regulatory conditions and strategic expansions, including the potential acquisition of Commonwealth Financial Network.
Neutral
GlobeNewsWire
1 day ago
LPL Financial to Acquire Commonwealth Financial Network
SAN DIEGO and WALTHAM, Mass., 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 entered into a definitive purchase agreement to acquire Commonwealth Financial Network (“Commonwealth”), the largest independently owned wealth management firm in the country.
Positive
Market Watch
3 days ago
LPL Financial Held Talks to Acquire Commonwealth, Reports Say
LPL Financial LPLA+1.11% held talks with rival Commonwealth Financial Network about a potential acquisition, according to two news reports that cited anonymous people familiar with the matter.
Positive
Market Watch
4 days ago
Week's Best: LPL CEO Wants to Take On Morgan, Schwab
Rich Steinmeier doesn't want to think of LPL Financial LPLA-0.59% as just an independent broker-dealer. Now six months into his stint as LPL's CEO, Steinmeier says his firm wants to compete with the likes of Morgan Stanley MS-3.24%, Merrill Lynch, and Charles Schwab.
Neutral
GlobeNewsWire
5 days ago
LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel
SAN DIEGO, March 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Austin Greer, CRPS ®, has joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Oxford Oaks Capital of LPL Financial. He reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.
Neutral
Zacks Investment Research
1 week ago
LPL Financial's February Brokerage & Advisory Assets Rise Y/Y
LPLA's February total brokerage and advisory assets are $1.82 trillion, growing 0.6% from the prior month and 29.9% year over year.
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