LPL Financial (NASDAQ:LPLA) Stock Rated Overweight in New Coverage at Wells Fargo & Company
Wells Fargo & Company initiated coverage on LPL Financial (NASDAQ:LPLA) with an "overweight" rating and a $362 price target, indicating a 14.4% potential upside. This new rating aligns with a broader "Moderate Buy" consensus among analysts, with an average price target of $403.79. The financial services provider recently exceeded earnings expectations, reporting an EPS of $5.84 against a $5.39 consensus and revenue of $5.19 billion, a 35.2% year-over-year increase.
LPL Financial Holdings Price Target Announced at $362.00/Share by Wells Fargo
Wells Fargo has set a new price target of $362.00 per share for LPL Financial Holdings (NASDAQ:LPLA). This price target indicates Wells Fargo's valuation of the company's stock, which can influence investor decisions and market perceptions.
LPL Financial Holdings Inc. (NASDAQ:LPLA) Stock Has Average Price Target of $403.79 According to Analysts
Analysts have assigned LPL Financial Holdings Inc. (NASDAQ:LPLA) an average price target of $403.79, reflecting a "Moderate Buy" consensus based on ratings from seventeen analysts, with thirteen buy and four hold recommendations. The company recently reported strong quarterly results, with EPS of $5.84 exceeding estimates and revenue up 35.2% year-over-year. Despite recent insider selling, institutional investors hold a significant 95.66% stake in the financial services provider.
LPL Financial Holdings Initiated at Overweight by Wells Fargo
Wells Fargo has initiated coverage on LPL Financial Holdings (NASDAQ: LPLA) with an "Overweight" rating. This new rating suggests that Wells Fargo analysts believe LPL Financial's stock is likely to outperform the broader market or its sector. The initiation of coverage by a major financial institution like Wells Fargo can often influence investor sentiment and stock performance.
Wells Fargo Initiates Coverage on LPL Financial With Overweight Rating
Wells Fargo has initiated coverage on LPL Financial with an Overweight rating. This article, published on October 2, 2026, also notes recent activities such as LPL Financial LLC welcoming Lakewood Wealth Management and reporting client assets for August. The company's profile highlights its role as an independent broker-dealer and investment advisory firm offering integrated platforms and services to financial advisors.
Three financial advisers bring about $170 million in assets to LPL.
LPL Financial has welcomed Lakewood Wealth Management, a team of three financial advisors (Harrison Kennard, Charles Dobben, and Justin Pandy) from Ann Arbor, Michigan, to its platforms. The team brings approximately $170 million in advisory, brokerage, and retirement plan assets. Lakewood Wealth Management chose LPL for its extensive resources, advanced technology, and support for advisor independence, aiming to enhance client experience and access specialized expertise.
LPL Financial Welcomes Lakewood Wealth Management
LPL Financial LLC announced that financial advisors Harrison Kennard, Charles Dobben, and Justin Pandy, comprising Lakewood Wealth Management, have joined LPL Financial's broker-dealer and RIA platforms. The Ann Arbor, Mich.-based team, which serves professionals, families, and retirees, reported managing approximately $170 million in assets. They chose LPL for its resources, technology, and commitment to advisor independence, aiming to enhance client experience and access specialized expertise.
Total debt per share of LPL Financial Holdings Inc. – HAN:7LI
This article focuses on the "Total debt per share" metric for LPL Financial Holdings Inc. (HAN:7LI), as traded on the Hannover Stock Exchange. The content is primarily a page from TradingView displaying financial data for the company.
LPL Financial Holdings Inc. Actuals & Estimates (HAN:7LI)
This article provides an overview of LPL Financial Holdings Inc. (HAN:7LI) financial actuals and estimates, including income statement, balance sheet, and cash flow data. It covers analyst forecasts for the stock price, upcoming earnings dates, and past performance metrics like EPS, revenue, net income, and dividend information. The company's employee count and EBITDA are also mentioned.
LPL Financial Holdings Inc. Bonds — Corporate Bond Rates
This article provides a list of LPL Financial Holdings Inc. corporate bonds, sorted by yield to worst. It highlights bonds as a stable investment option during market volatility and presents detailed financial data including symbol, YTW %, price %, coupon %, maturity date, outstanding amount, face value, and credit ratings from S&P, Fitch, and Moody's for various bond issues from LPL Holdings, Inc.
LPL Financial Holdings Inc (LPLA) Shares Surge 3.8% -- What GF S
LPL Financial Holdings Inc (LPLA) shares surged 3.8% to $314.36, indicating a 35.3% undervaluation according to GuruFocus's GF Value™ of $485.70. The company has a strong GF Score™ of 92/100, driven by high growth and momentum, but shows weaker financial strength and valuation metrics. While gurus are increasing their stakes, insider selling raises concerns about the company's short-term prospects.
Deals & Moves: LPL Adds Two Utah Advisory Teams With $1B
LPL Financial has added two Salt Lake City-area advisory teams, Cornerstone Advisors and Clear Pointe Wealth Management, managing a combined $1 billion in assets from Northwestern Mutual. This move is part of an active week for RIA deals despite a reported 19% slip in third-quarter M&A deals in wealth management. Other notable deals include Verdence Capital Advisors acquiring Harvest Investment Consultants, Modern Wealth Management buying AWA Wealth Management, and Carson Group adding Intrinsic Investors.
A wealth firm brought in $13.5 billion in net new assets in August, LPL Financial reports.
LPL Financial Holdings reported that its total client assets reached $2.60 trillion by the end of August 2026, marking a 15.0% increase year-over-year. The firm attracted $13.5 billion in organic net new assets during August, contributing to an annualized organic growth rate of 6.4%. Advisory assets grew faster than brokerage assets, now representing 60.8% of total assets.
LPL Financial (LPLA) Drops 7.5%. Is the Stock a Bargain After the Drop?
LPL Financial (LPLA) experienced a 7.5% stock drop due to its CFO joining Valero Energy's board and renewed pressure on the wealth management sector from high interest rates causing "cash sorting." The article presents bull and bear cases, with bulls highlighting LPL's record advisor recruitment and asset growth, while bears emphasize valuation premium and potential revenue pressure from continued cash sorting. The upcoming earnings report is expected to clarify the impact of these factors on the company's performance.
Here's How Much $100 Invested In LPL Finl Hldgs 15 Years Ago Would Be Worth Today
An investment of $100 in LPL Financial Holdings (LPLA) 15 years ago would now be worth $1,201.71, demonstrating the power of compounded returns. The company has outperformed the market with an average annual return of 17.85% over the past 15 years. LPL Finl Hldgs currently holds a market capitalization of $24.19 billion.
Fear of Meta’s Muse whacks share prices of financial advice firms: Reports
Shares of publicly traded financial advice and wealth management companies experienced a significant drop following the launch and quick adoption of Meta's new Muse application. This sell-off, primarily driven by fears that AI-powered financial planning tools will erode traditional advisor fees, marks the second such tech-triggered market reaction this year. Companies like LPL Financial and Charles Schwab saw their stock prices fall, highlighting growing anxiety within the financial sector about the disruptive potential of artificial intelligence.
LPL Financial Holdings Inc Stock (LPLA) Moved Down by 7.18% on Sep 22: Facts Behind the Movement
LPL Financial Holdings Inc. (LPLA) saw its stock price drop by 7.18% on September 22, driven by concerns over interest rate sensitivity, cash sweep account yields, and technical sell signals. Despite this decline, the company's fundamental position remains strong due to consistent advisor recruitment and growth in client assets. However, its short-term performance is expected to be influenced by interest rate policy and market volatility.
LPL Financial (NASDAQ:LPLA) Shares Down 5.8% - What's Next?
LPL Financial (NASDAQ:LPLA) shares dropped 5.8% on Tuesday, with trading volume significantly lower than average, despite the company reporting stronger-than-expected quarterly results and maintaining a consensus "Moderate Buy" rating from analysts with a $407 price target. The firm posted $5.84 EPS and $5.19 billion in revenue, exceeding estimates, while insiders sold shares totaling over $260,000 in recent transactions. Hedge funds have shown mixed activity, with some increasing and others acquiring new stakes in LPL Financial.
Two Utah financial teams move from Northwestern Mutual to LPL
LPL Financial announced that two Utah-based advisory teams, Cornerstone Advisors and Clear Pointe Wealth Management, have joined its platforms, bringing approximately $1 billion in client assets from Northwestern Mutual. Both teams specialize in retirement-focused financial planning for individuals, business owners, and professionals and will operate from a shared office while maintaining distinct brands. LPL Financial highlighted its technology, product breadth, and advisor-focused support as key factors in the teams' decision to join.
$825M Group Stays With LPL After Their OSJ Jumps to Cetera
A group of 28 advisors and staff overseeing $825 million in client assets has joined Gateway Financial Partners, allowing them to remain with LPL Financial. This move comes after their former office of supervisory jurisdiction, Sierra Ridge, announced its departure from LPL to affiliate with Cetera Financial Group. The group emphasized their commitment to clients and avoiding platform changes despite the OSJ's transition.
LPL Financial Holdings Inc. (LPLA) Stock Price, News, Quote & History
This article provides a comprehensive overview of LPL Financial Holdings Inc. (LPLA), including its current stock price, financial statistics, performance history, and analyst insights. It details the company's business model as a provider of integrated brokerage and investment advisory services and highlights key financial metrics and recent analyst recommendations.
Nykredit A S Purchases New Shares in LPL Financial Holdings Inc. $LPLA
Nykredit A/S has acquired 29,959 shares of LPL Financial Holdings Inc. valued at approximately $8.4 million during the second quarter. This move aligns with other institutional investors increasing their stakes in LPL Financial, which has reported strong earnings, with revenue up 35.2% year-over-year. Analysts maintain a "Moderate Buy" consensus for LPL Financial, setting an average price target of $407.
28 Advisors and Team Members from Sierra Ridge Advisor Group Choose Gateway Financial Partners, Remain on LPL Financial Platform
Gateway Financial Partners announced that 28 financial advisors and team members, previously with Sierra Ridge Advisor Group, have affiliated with Gateway and will continue on the LPL Financial platform. These advisors, overseeing approximately $825 million in assets, chose Gateway after their former OSJ transitioned to another broker-dealer, allowing them to avoid platform changes for their clients. The move strengthens Gateway's national presence, bringing their total affiliated advisors to over 200 across 27 states with more than $10 billion in assets under advisement.
Bank of America Corp DE Takes Position in LPL Financial Holdings Inc. $LPLA
Bank of America Corp DE has acquired a significant stake in LPL Financial Holdings Inc. (NASDAQ:LPLA), purchasing over 815,000 shares valued at approximately $229.8 million. Other major institutional investors like BlackRock Inc. and Jupiter Topco LLC also established substantial positions, bringing institutional ownership of LPL Financial to 95.66%. The company reported strong Q2 earnings, exceeding analyst expectations with EPS of $5.84 and revenue of $5.19 billion, marking a 35.2% year-over-year revenue growth.
Katharine Reeping Sells 440 Shares of LPL Financial (NASDAQ:LPLA) Stock
Katharine Reeping, an insider at LPL Financial (NASDAQ:LPLA), sold 440 shares of the company's stock for approximately $153,067 on September 11th, reducing her position by nearly 20%. The sale comes as LPL Financial reported strong financial performance, beating earnings and revenue estimates, and maintains a "Moderate Buy" consensus rating from analysts with an average price target significantly above its current trading price.
National Pension Service Purchases 20,758 Shares of LPL Financial Holdings Inc. $LPLA
National Pension Service increased its stake in LPL Financial Holdings Inc. by 14.8% in the second quarter, now holding 161,309 shares valued at $45.4 million. Institutional investors collectively own 95.66% of the company, which has a consensus "Moderate Buy" rating and a target price of $405.79. LPL Financial also exceeded quarterly earnings expectations and pays a quarterly dividend.
LPL Financial Group Managing Director Sells 308 Shares for $110,100
Aneri Jambusaria, Group Managing Director at LPL Financial Holdings, sold 308 shares of the company's common stock for $110,100 on August 27, 2026. This transaction was part of a pre-established Rule 10b5-1 trading plan from November 2025 and is not considered a cause for concern for investors, as Jambusaria still holds a significant stake in the company. Analysts generally maintain a bullish outlook on LPL Financial's stock.
Former LPL CEO Dan Arnold Lands at AI-Native Wealth Firm
Dan Arnold, the former CEO of LPL Financial, has joined Stirlingshire Investments as executive chairman of the board. Stirlingshire, a New York-based wealth management platform, is set to launch its AI-native operating platform, Stirling One, which offers advisors free access and 100% payout. Arnold's role will involve strategic oversight, advisor recruitment, operations, and scaling the firm, bringing his extensive industry experience to the AI-focused company.
WINTON GROUP Ltd Acquires 20,842 Shares of LPL Financial Holdings Inc. $LPLA
WINTON GROUP Ltd significantly increased its stake in LPL Financial Holdings Inc. by purchasing 20,842 additional shares, bringing its total holdings to 21,878 shares valued at $6.16 million. LPL Financial reported strong quarterly results, exceeding EPS and revenue estimates, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $405.79. Insider selling was also noted, with directors Greg Gates and Matthew Enyedi selling shares.
Following Focus success, LPL advisors to launch Pride forum in 2027
LPL Financial advisors are launching a standalone Pride Advisor Forum in 2027, following the success of Pride events at the recent Focus conference. The forum will build on the "Focus on Pride" event, which drew over 100 LGBTQ advisors and allies, and aims to create a more inclusive environment within the financial industry. Organizers secured sponsorships and plan to discuss important topics like tax and estate planning for LGBTQ clients, recognizing the growing LGBTQ customer base and the business value of inclusion.
Stirlingshire Investments Appoints Former LPL Financial CEO Dan Arnold as Executive Chairman
Stirlingshire Investments has appointed Dan Arnold, former President and CEO of LPL Financial, as its Executive Chairman. Arnold will actively contribute to strategic oversight, advisor recruitment, operational excellence, and growth initiatives, working closely with Founder and CEO Steven Woods. His extensive experience in wealth management, particularly his role in growing LPL Financial, is expected to significantly strengthen Stirlingshire's leadership and its AI-native wealth management operating platform, Stirling One.
TD Waterhouse Canada Inc. Has $2.27 Million Position in LPL Financial Holdings Inc. $LPLA
TD Waterhouse Canada Inc. significantly reduced its stake in LPL Financial Holdings Inc. by 88.5% in the second quarter, selling 59,638 shares and retaining 7,753 shares valued at approximately $2.27 million. Despite this reduction, institutional investors collectively own 95.66% of LPL shares, and the company reported stronger-than-expected quarterly results. Analysts maintain a "Moderate Buy" rating with an average price target of $405.79.
LPL Financial Holdings Inc. $LPLA Shares Purchased by California State Teachers Retirement System
The California State Teachers Retirement System significantly increased its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA) during the second quarter, acquiring over 34 million additional shares. This move places their total ownership at approximately 43.57% of the company, highlighting strong institutional confidence. Despite recent insider selling, analysts generally maintain a "Moderate Buy" rating with a positive price target, driven by LPL Financial's robust quarterly earnings and revenue growth.
LPL Financial Holdings Inc. $LPLA Stock Position Lifted by Hsbc Holdings PLC
HSBC Holdings PLC significantly increased its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA) by 60.6% in the second quarter, now owning 70,358 shares valued at approximately $19.8 million. This move is part of broader institutional investor activity, with a collective 95.66% of LPL’s outstanding stock held by such entities. LPL Financial recently exceeded earnings expectations, reporting $5.84 EPS on $5.19 billion revenue, and analysts maintain a "Moderate Buy" rating with an average price target of $405.79.
Wellington Management Group LLP Cuts Stock Position in LPL Financial Holdings Inc. $LPLA
Wellington Management Group LLP reduced its stake in LPL Financial Holdings Inc. by 45.2% in the second quarter, selling 64,271 shares but retaining 77,866 shares valued at $21.9 million. Despite this reduction, institutional investors collectively own 95.66% of the company. Analysts maintain a "Moderate Buy" rating with a consensus price target of $405.79, and LPL Financial recently reported strong quarterly earnings and revenue growth.
33,242 Shares in LPL Financial Holdings Inc. $LPLA Purchased by Nykredit A S
Nykredit A S recently acquired 33,242 shares of LPL Financial Holdings Inc. (NASDAQ:LPLA) for approximately $9.4 million, according to its latest SEC filing. Institutional investors now own 95.66% of the company, which has a "Moderate Buy" consensus rating and an average price target of $405.79 from analysts. LPL Financial reported strong Q2 earnings, exceeding expectations with $5.84 EPS and $5.19 billion in revenue, a 35.2% year-over-year increase, and pays a quarterly dividend of $0.30 per share.
Raiffeisen Bank International AG Boosts Holdings in LPL Financial Holdings Inc. $LPLA
Raiffeisen Bank International AG significantly increased its stake in LPL Financial Holdings Inc. by 113.5% in the second quarter, bringing its total holdings to 5,384 shares valued at approximately $1.45 million. This move aligns with a generally positive outlook from analysts, who have assigned a "Moderate Buy" consensus rating with an average price target of $405.79. LPL Financial has also demonstrated strong financial performance, exceeding quarterly expectations with $5.84 EPS and $5.19 billion in revenue, representing 35.2% year-over-year growth.
Northwestern Mutual Wealth Management Co. Has $2.14 Million Stock Holdings in LPL Financial Holdings Inc. $LPLA
Northwestern Mutual Wealth Management Co. significantly reduced its stake in LPL Financial Holdings Inc. by 48.2% in the second quarter, selling 7,072 shares but still retaining 7,604 shares valued at $2.14 million. Despite this reduction, analysts maintain a "Moderate Buy" consensus rating for LPL Financial, with an average price target of $405.79, following strong Q2 earnings where the company surpassed estimates and reported a 35.2% revenue increase. The article also details other institutional investors' adjustments to their LPL Financial holdings and recent insider selling activity.
The Manufacturers Life Insurance Company Purchases New Shares in LPL Financial Holdings Inc. $LPLA
The Manufacturers Life Insurance Company recently acquired 5,055 shares of LPL Financial Holdings Inc. worth approximately $1.42 million. This move is part of broader institutional interest, with institutional investors owning 95.66% of the company. LPL Financial has shown strong performance, exceeding quarterly expectations with adjusted EPS of $5.84 and revenue of $5.19 billion, driving analyst optimism with a consensus price target of $405.79.
$2.1B Ex-LPL Financial FA Team Bolts for Cetera Financial
Sierra Ridge Advisor Group, an investment practice with $2.1 billion in assets, has moved from LPL Financial to Cetera Financial Group. The 40-member team, led by co-founders James Slaughter and Giancarlo Foti, plans to expand its footprint and launch its own RIA on Cetera’s Blueprint platform. This transition provides Sierra Ridge with broader access to Cetera's resources, including its proprietary advisor growth engine, Growth360 and GrowthLine.
LPL Financial (LPLA) Q4 2025 Earnings: Results, Market Reaction & History
LPL Financial (LPLA) reported strong Q4 2025 earnings, beating analyst expectations with adjusted EPS of $5.23 and revenue of $4.93 billion, driven by significant growth in its wealth management platform and the successful integration of the Commonwealth Financial Network acquisition. The company saw a 59% jump in advisory revenue and a 36% increase in total advisory and brokerage assets to $2.4 trillion, with a positive market reaction following the report. LPL Financial's CEO highlighted 2025 as an outstanding year, marked by industry-leading organic growth and strategic acquisitions, setting a positive outlook for 2026.
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $162.82 Million Position in LPL Financial Holdings Inc. $LPLA
UBS Asset Management reduced its stake in LPL Financial Holdings Inc. by 2.3% in the second quarter, selling 13,634 shares but still holding 578,032 shares valued at $162.82 million. Despite this reduction, institutional investors collectively own 95.66% of LPLA, and analysts maintain a "Moderate Buy" rating with an average price target of $405.79. LPL Financial also reported strong quarterly results, exceeding EPS and revenue estimates, and announced a $0.30 per share quarterly dividend.
LPL Financial Holdings Inc. $LPLA Shares Bought by Quantitative Investment Management LLC
Quantitative Investment Management LLC significantly increased its stake in LPL Financial Holdings Inc. by 126.3% in the second quarter, now owning 5,335 shares. Other major institutional investors like BlackRock and Jupiter Topco also initiated substantial positions, bringing institutional ownership of the stock to 95.66%. Analysts maintain a "Moderate Buy" consensus with an average price target of $406.69, following strong quarterly results where LPL Financial reported EPS of $5.84 and revenue of $5.19 billion, exceeding expectations.
Empowered Funds LLC Makes New Investment in LPL Financial Holdings Inc. $LPLA
Empowered Funds LLC recently acquired a new stake in LPL Financial Holdings Inc. by purchasing 19,405 shares valued at approximately $5.5 million during the second quarter. LPL Financial has a "Moderate Buy" consensus rating from analysts, with a target price of $406.69, and reported strong quarterly results exceeding expectations with $5.84 EPS and $5.19 billion in revenue. Institutional investors and hedge funds collectively own a significant 95.66% of the company's stock.
Roseville's Sierra Ridge Advisor Group changes broker-dealer in preparation for growth
Roseville-based Sierra Ridge Advisor Group has switched its broker-dealer relationship from LPL Financial Holdings Inc. to Cetera. This move comes just 13 months after their previous transition to LPL, indicating a strategic decision to fuel expansion. The firm is preparing for growth by aligning with a new broker-dealer.
Cetera Lands $2.1B Ex-Atria Group From LPL in California
Cetera Financial Group has successfully recruited Sierra Ridge Advisor Group, a 40-advisor team managing $2.1 billion in assets, from LPL Financial. The group, led by James Slaughter and Giancarlo Foti, cited Cetera's commitment to supporting OSJs and plans to launch an independent RIA using Cetera's platform. This move follows LPL's acquisition of Atria Wealth Solutions, Sierra Ridge's previous affiliation.
Van ECK Associates Corp Boosts Stock Holdings in LPL Financial Holdings Inc. $LPLA
Van ECK Associates Corp increased its stake in LPL Financial Holdings Inc. by 4.5% during the second quarter, now holding over 1 million shares valued at approximately $295.3 million. Institutional investors collectively own a significant 95.66% of the company. LPL Financial (NASDAQ:LPLA) reported strong quarterly earnings and revenue, and analysts maintain a "Moderate Buy" rating with a positive average price target, despite some insider stock sales.
Man Group plc Makes New $9.90 Million Investment in LPL Financial Holdings Inc. $LPLA
Man Group plc initiated a new investment of $9.90 million in LPL Financial Holdings Inc. during the second quarter, acquiring 35,153 shares. This comes as LPL Financial reported strong quarterly earnings of $5.84 per share, surpassing estimates, with a 35.2% year-over-year revenue increase. Analysts hold a "Moderate Buy" consensus for LPLA, with an average price target significantly above its current trading price.
Legal & General Group Plc Takes Position in LPL Financial Holdings Inc. $LPLA
Legal & General Group Plc has acquired 283,459 shares of LPL Financial Holdings Inc., valued at approximately $79.8 million, representing a 0.36% stake. LPL Financial reported strong quarterly earnings of $5.84 per share, surpassing analyst estimates, with revenue increasing by 35.2% year-over-year to $5.19 billion. The company maintains a "Moderate Buy" consensus rating with an average price target of $406.69 and recently declared a quarterly dividend of $0.30 per share.
14,288 Shares in LPL Financial Holdings Inc. $LPLA Purchased by Connor Clark & Lunn Investment Management Ltd.
Connor Clark & Lunn Investment Management Ltd. acquired 14,288 shares of LPL Financial Holdings Inc. (NASDAQ:LPLA) during the second quarter, valued at approximately $4.03 million. Other hedge funds also adjusted their positions, and institutional investors now own 95.66% of the company's stock. LPL Financial reported strong Q2 earnings and revenue, exceeding analyst estimates, and has an average "Moderate Buy" rating from analysts with a target price of $406.69.
