Price to earnings forward of LPL Financial Holdings Inc. – XETR:7LI
This article provides access to the "Price to earnings forward" metric for LPL Financial Holdings Inc. (XETR:7LI) on the TradingView platform. It details how users can find this financial data within the Investing Banks/Brokers section for the company. The page also lists various other features and services offered by TradingView, including market data, charting tools, and community functions.
LPL Financial Holdings Inc. $LPLA Stake Lowered by Janney Montgomery Scott LLC
Janney Montgomery Scott LLC significantly reduced its stake in LPL Financial Holdings Inc. ($LPLA) by 68.1% in the first quarter, now holding 19,661 shares valued at $5.9 million. Despite this reduction and mixed analyst target revisions, LPL Financial maintains a "Moderate Buy" consensus rating with an average target price of $398.86. The company recently surpassed earnings expectations, reporting an EPS of $5.60 against an expected $5.49, and saw a 34.6% year-over-year revenue increase to $4.94 billion.
Enterprise value to EBIT forward of LPL Financial Holdings Inc. – NASDAQ:LPLA
This page provides financial data for LPL Financial Holdings Inc. (NASDAQ: LPLA), specifically focusing on its enterprise value to EBIT forward. It lists key financial metrics and offers an overview of the company's market performance.
Rep. Gilbert Ray Cisneros, Jr. Purchases LPL Financial Holdings Inc. (NASDAQ:LPLA) Stock
Representative Gilbert Ray Cisneros, Jr. recently purchased between $1,001 and $15,000 worth of LPL Financial Holdings Inc. (NASDAQ:LPLA) stock on June 5th through a Bank of America trust account. LPL Financial reported strong earnings, beating EPS estimates, and analysts maintain a "Moderate Buy" rating with a target price of $398.86. The company also offers a quarterly dividend of $0.30 per share.
LPL Financial (NASDAQ:LPLA) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.
Representative Gilbert Ray Cisneros, Jr. (D-CA) recently disclosed a purchase of LPL Financial (NASDAQ:LPLA) shares valued between $1,001 and $15,000 on June 11, 2026. This acquisition comes as LPL Financial reported strong quarterly earnings, with EPS of $5.60 beating estimates and revenue increasing by 34.6% year-over-year. Analysts currently rate LPLA as a "Moderate Buy" with an average price target of $398.86.
3 Stocks That May Be Trading Up To 49.3% Below Their Estimated Intrinsic Value
This article identifies three US stocks—LPL Financial Holdings (LPLA), Q2 Holdings (QTWO), and Reddit (RDDT)—that are potentially trading significantly below their estimated intrinsic values based on future cash flow. Despite some individual concerns like debt coverage or insider selling, these companies show strong growth forecasts and are highlighted as opportunities for value-focused investors in a rising market. The piece encourages readers to explore a broader list of undervalued stocks.
Pictet Asset Management Holding SA Reduces Stake in LPL Financial Holdings Inc. $LPLA
Pictet Asset Management Holding SA decreased its stake in LPL Financial Holdings Inc. by 10.4% in the first quarter of 2026, selling 4,633 shares and retaining 39,830 shares valued at approximately $12.0 million. This comes as LPL Financial reported better-than-expected earnings of $5.60 per share and a 34.6% year-over-year revenue increase to $4.94 billion, with analysts projecting full-year EPS of $22.94. Despite the reduction by Pictet, institutional ownership remains high at 95.66%, and Wall Street analysts generally hold a "Moderate Buy" rating with an average target price of $398.86.
Advisor moves: Succession planning, fresh starts trigger exits at Osaic and LPL
Two advisory practices, Tri-State Financial Group and McCormick Private Wealth, have made significant moves in the financial sector. Tri-State Financial Group, managing $575 million in assets, joined Osaic's Empowered Independence channel, motivated by succession planning and continuity for clients. Separately, Wayne McCormick launched McCormick Private Wealth with $340 million in assets under LPL Financial, emphasizing client trust and the firm's robust technology and flexibility.
Price to sales forward of LPL Financial Holdings Inc. – LSX:A1JZ6S
This article provides financial information for LPL Financial Holdings Inc. (LSX: A1JZ6S) on TradingView. It indicates that the market is closed with no trades, focusing on the company's price to sales forward metric. The content, while seemingly a placeholder for financial data, emphasizes the availability of various analytical tools and data sources on the platform.
LPL Financial : Welcomes McCormick Private Wealth to Linsco
LPL Financial announced that financial advisor Wayne McCormick, CFP®, CHFC® has joined Linsco by LPL Financial to launch McCormick Private Wealth. McCormick, along with his team Michelle Lauder, CFP®, and Bo Denniston, reported serving approximately $340 million in advisory, brokerage, and retirement plan assets. They chose LPL for its independence, integrated technology, and institutional support, which allows them to combine a seamless technological experience with the flexibility to offer client solutions while maintaining a boutique practice backed by a major industry leader.
LPL adds $340M advisory practice in Manchester, N.H.
LPL Financial has welcomed advisor Wayne McCormick and his team, McCormick Private Wealth, to its Linsco model, establishing a new practice in Manchester, N.H. The team brings approximately $340 million in assets and specializes in planning-first, relationship-based financial advice for individuals, families, and multigenerational clients. McCormick Private Wealth chose LPL for its independence, integrated technology, and comprehensive institutional support.
Deals & Recruiting Roundup: Cetera, LPL, UBS, SEI And More
This roundup details significant activities in the wealth management sector, including Cetera's acquisition of Marmo Financial Group and Maridea's acquisition of Ashford Investment Advisors. It also covers numerous advisor movements and recruiting efforts by firms like Seven Bridges, Genesis Wealth, UBS, Baird, and LPL, along with key appointments at Humanity Labs, Loxahatchee Capital, and SEI. The article showcases the dynamic growth and consolidation within the financial advisory industry.
Assenagon Asset Management S.A. Lowers Stock Holdings in LPL Financial Holdings Inc. $LPLA
Assenagon Asset Management S.A. significantly reduced its stake in LPL Financial Holdings Inc. by 43% in the first quarter, selling 12,439 shares and retaining 16,473 shares valued at approximately $4.96 million. This reduction comes despite LPL Financial reporting better-than-expected Q1 earnings with an EPS of $5.60, though revenue slightly missed forecasts. Analysts maintain a "Moderate Buy" rating with an average price target of $398.86 for LPL Financial, even as some insiders have recently sold shares.
Price to sales forward of LPL Financial Holdings Inc. – NASDAQ:LPLA
This article provides a brief snapshot of the "Price to sales forward" for LPL Financial Holdings Inc. (NASDAQ: LPLA). It appears to be a financial data point from TradingView, indicating a key valuation metric for the company. The rest of the content includes navigation, copyright information, and links to various features of the TradingView platform.
LPL Financial Holdings Inc.(NasdaqGS: LPLA) added to Russell Midcap Value Benchmark
LPL Financial Holdings Inc. (NasdaqGS:LPLA) has been added to the Russell Midcap Value Benchmark. This update reflects the company's inclusion in a significant market index, following other recent additions to benchmarks like the Russell 1000 Value and Russell Small Cap Comp Value. The article also provides recent news and financial data for LPL Financial.
Price to earnings forward of LPL Financial Holdings Inc. – BOATS:LPLA
This article displays the price to earnings forward of LPL Financial Holdings Inc. (LPLA) as provided by the Blue Ocean Alternative Trade System (BOATS) on TradingView. It presents financial data for the company, noting that the market is closed with no trades. The content primarily focuses on the financial metric and includes various market data and copyright information.
Price to book forward of LPL Financial Holdings Inc. – NASDAQ:LPLA
This article provides financial information for LPL Financial Holdings Inc. (NASDAQ: LPLA), specifically focusing on its "Price to book forward" metric. It appears to list various features and services offered by TradingView, the platform on which this information is presented. The core content is a financial data point for LPLA, though the specific value is not explicitly shown in the provided text.
Enterprise value to revenue forward of LPL Financial Holdings Inc. – NASDAQ:LPLA
This article provides an enterprise value to revenue forward metric for LPL Financial Holdings Inc. (NASDAQ: LPLA). It appears to be a financial data point presented by TradingView, with data sourced from ICE Data Services and FactSet. The content itself is very brief, focusing solely on this specific financial ratio for the company.
LPL Financial Holdings Inc.(NasdaqGS: LPLA) added to Russell 1000 Value Benchmark
LPL Financial Holdings Inc. (NasdaqGS:LPLA) has been added to the Russell 1000 Value Benchmark, a significant financial index. The company is an independent broker-dealer and investment advisory firm offering integrated services to financial advisors. LPL Financial's stock (LPLA) showed a 1.91% increase in its 5-day change and is currently trading at 273.89 USD.
OP Asset Management Ltd Makes New $2.54 Million Investment in LPL Financial Holdings Inc. $LPLA
OP Asset Management Ltd has made a new $2.54 million investment in LPL Financial Holdings Inc. (NASDAQ:LPLA), acquiring 8,436 shares during the first quarter. Institutional investors heavily own the stock (95.66%), with several firms significantly increasing their stakes. LPL Financial announced better-than-expected Q1 2026 earnings, increased revenue by 34.6% year-over-year, and paid a quarterly dividend of $0.30 per share.
Fort Washington Investment Advisors Inc. OH Acquires 96,704 Shares of LPL Financial Holdings Inc. $LPLA
Fort Washington Investment Advisors Inc. OH significantly increased its stake in LPL Financial Holdings Inc. by 38.5% in the first quarter, purchasing 96,704 additional shares and bringing its total holdings to 348,101 shares valued at approximately $104.7 million. Despite some insider selling from LPL Financial's CFO and a director, analysts maintain a "Moderate Buy" consensus rating with an average target price of $398.86. LPL Financial also reported better-than-expected earnings of $5.60 per share for the quarter, though revenue slightly missed estimates.
LPLA Forecast — Price Target — Prediction for 2027
This article provides a forecast and price target for LPL Financial Holdings Inc. (LPLA), including analyst ratings, historical price data, and financial metrics. It highlights that the stock has a current price of 268.75 USD, with analysts estimating a future price range of 326.00 USD to 511.00 USD. The report also covers recent financial performance, upcoming earnings dates, market capitalization, and dividend information for LPLA.
Is LPL Financial Holdings Inc (LPLA) a Bargain After 3.1% Drop? GF Value Says Undervalued
LPL Financial Holdings Inc (LPLA) shares recently dropped 3.1%, making it 41.8% undervalued according to GuruFocus' GF Value™ estimate of $461.79, with a strong GF Score™ of 82/100. Despite strong profitability and growth scores, recent insider selling of $0.6M and low momentum scores suggest caution, prompting investors to weigh the potential upside against these red flags. The stock's current P/E of 24.0x is slightly below its historical median, further indicating potential undervaluation.
LPL Financial Holdings Inc. Actuals & Estimates (NASDAQ:LPLA)
This article provides an overview of LPL Financial Holdings Inc. (NASDAQ: LPLA), covering its current stock price, historical performance, and analyst forecasts. It also details the company's financial results, including recent earnings, revenue, net income, and dividend information, alongside its market capitalization and employee count.
7LI Forecast — Price Target — Prediction for 2027
This article provides a forecast for LPL Financial Holdings Inc. (7LI) stock, including analyst price targets, historical highs and lows, and upcoming earnings dates. It also details the company's recent financial performance, such as EPS, revenue, net income, and dividend information, along with employee numbers and EBITDA.
LPL Welcomes NorthStar Wealth Advisory
LPL Financial LLC announced that financial advisor Ronald White has launched NorthStar Wealth Advisors, an independent practice with support from Good Life Companies. The El Paso, Texas-based team manages approximately $160 million in assets and brings over 30 years of experience serving retirees, business owners, and high-net-worth families. The move to LPL Financial and Good Life Companies provides greater independence, operational support, and technology to enhance client service and grow the business.
NorthStar Wealth Advisors launches with $160M in client assets
LPL Financial announced that advisor Ronald White has launched NorthStar Wealth Advisors, an independent practice with approximately $160 million in client assets, supported by LPL-affiliated Good Life Companies. The El Paso-based team, including advisor Scott Draime, joins from Raymond James, seeking greater independence and robust support infrastructure for growth. This move further expands LPL's platform, reinforcing its advisor-growth strategy and adding to its substantial asset base.
Advisory M&A News – 6/24/2026
This article summarizes recent wealth management M&A activities. It details Chocorua Wealth Management's launch under Osaic Wealth, LPL Financial's acquisition of Tribute Financial, and Maridea Wealth Management's purchase of Ashford Investment Advisors. Additionally, it announces the opening of Pierstone Wealth Management and Genesis Wealth's addition of a J.P. Morgan adviser.
Hsbc Holdings PLC Sells 41,655 Shares of LPL Financial Holdings Inc. $LPLA
HSBC Holdings PLC reduced its stake in LPL Financial by 41.6% in the fourth quarter, selling 41,655 shares and retaining 58,411 shares valued at approximately $20.9 million. LPL Financial reported strong quarterly earnings of $5.60 EPS, exceeding expectations, with revenue increasing by 34.6% year over year to $4.94 billion. The company also declared a quarterly dividend of $0.30 per share, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $398.86.
LPL Financial Holdings Inc. (NASDAQ:LPLA) Receives Average Recommendation of "Moderate Buy" from Brokerages
LPL Financial Holdings Inc. (NASDAQ:LPLA) has received a consensus "Moderate Buy" rating from brokerages, based on analyst recommendations. The company's average 12-month price target is approximately $398.86, and it recently reported better-than-expected quarterly earnings and a 34.6% year-over-year revenue increase. Insider selling by the CFO and a director was reported, executed under pre-arranged trading plans.
LPL Financial Welcomes Tribute Financial
LPL Financial announced that Tribute Financial, led by Kevin Daniels, has joined its broker-dealer and RIA platform. Tribute Financial manages over $500 million in client assets and chose LPL for its advanced technology and comprehensive support. The move is expected to enhance Tribute Financial's ability to serve its diverse clientele across Missouri and Connecticut.
Advisory M&A News – 6/24/2026
This article provides an update on recent activities in the advisory M&A space as of June 24, 2026. Key announcements include Chocorua Wealth Management launching under Osaic Wealth, LPL Financial acquiring Tribute Financial, Maridea Wealth Management's acquisition of Ashford Investment Advisors, and Pierstone Wealth Management opening as an independent advisory firm. Additionally, Genesis Wealth expanded by adding a J.P. Morgan adviser.
Advisor moves: LPL lands $500M Tribute Financial team from United Planners
LPL Financial, Osaic, and Citizens Private Wealth have announced significant advisor recruitments. LPL welcomed Tribute Financial, a family-led team managing over $500 million from United Planners. Osaic affiliated with Chocorua Wealth Management, a new independent practice founded by a Fidelity veteran, while Citizens Private Wealth added Snyder Wald Wealth Partners, a trio from Morgan Stanley managing $800 million with expertise in the sports and entertainment sectors.
Is the Options Market Predicting a Spike in LPL Financial Stock?
This article examines the options market activity for LPL Financial Holdings Inc. (LPLA), specifically focusing on the high implied volatility of the Dec 18, 2026 $220 Call option. It explains that high implied volatility suggests that investors anticipate a significant price movement, possibly due to an upcoming event. While options traders are pricing in a big move, the article notes that LPL Financial currently holds a Zacks Rank #3 (Hold) and provides details on recent analyst earnings estimate revisions, suggesting a potential trading opportunity.
Tribute Financial moves to LPL's broker-dealer and RIA platform
LPL Financial announced that Tribute Financial, led by Kevin Daniels, has joined LPL’s broker-dealer and RIA platform. Tribute Financial, previously with United Planners Financial Services, reported serving over $500 million in advisory, brokerage, and retirement plan assets. LPL now supports over 32,000 financial advisors and approximately $2.3 trillion in assets, with Tribute Financial choosing LPL for its advanced technology and comprehensive support.
LPL Financial Holdings Inc. $LPLA Shares Sold by Nations Financial Group Inc. IA ADV
Nations Financial Group Inc. IA ADV significantly reduced its stake in LPL Financial Holdings Inc. by 72.4% in the first quarter, selling over 10,000 shares. Despite this sale, Wall Street analysts maintain a "Moderate Buy" rating for LPLA with an average price target of $398.86. The company recently reported better-than-expected Q1 EPS and declared a quarterly dividend.
LPL Financial (LPLA) executive sells 308 shares under Rule 10b5-1 plan
An LPL Financial Holdings executive, Aneri Jambusaria, sold 308 shares of common stock at $306 per share under a pre-arranged Rule 10b5-1 trading plan. Following this transaction, Jambusaria holds 6,415 shares, which include common stock and various tranches of restricted stock units vesting between 2027 and 2029. This sale was executed on June 17, 2026, as detailed in a Form 4 SEC filing.
Ocean Park Asset Management LLC Makes New Investment in LPL Financial Holdings Inc. $LPLA
Ocean Park Asset Management LLC has initiated a new position in LPL Financial Holdings Inc. (NASDAQ:LPLA) during the first quarter, purchasing 71,531 shares valued at approximately $21.5 million. This investment makes LPL Financial its 18th-largest holding, representing 1.1% of its portfolio. The move comes as LPL Financial reported better-than-expected earnings, with analysts maintaining a "Moderate Buy" consensus and an average price target of $398.86 for the stock.
Diversified Trust Co Takes Position in LPL Financial Holdings Inc. $LPLA
Diversified Trust Co has acquired a new position in LPL Financial Holdings Inc., purchasing 9,098 shares valued at approximately $2.74 million in the first quarter. LPL Financial's recent earnings report exceeded expectations, with an EPS of $5.60 and a 34.6% year-over-year revenue increase to $4.94 billion. The stock maintains a "Moderate Buy" consensus from analysts, with an average price target of $398.86, despite mixed insider and institutional investor activity.
LPL Financial Welcomes Daniel Zacharias To Decorum Wealth Management
LPL Financial announced that financial advisor Daniel Zacharias has joined its broker-dealer and Registered Investment Advisor (RIA) platform, aligning with Decorum Wealth Management. Zacharias brings nearly 20 years of industry experience, having previously managed approximately $250 million in assets at UBS Financial Services. He chose LPL for the opportunity to operate with greater independence while leveraging the resources and support of an established Strategic Wealth firm.
Stenger Family Office LLC Sells 4,685 Shares of LPL Financial Holdings Inc. $LPLA
Stenger Family Office LLC reduced its stake in LPL Financial Holdings Inc. by 57.8% in Q4, selling 4,685 shares and retaining 3,427 shares valued at $1.224 million. Despite this sale, institutional ownership remains high at 95.66%. LPL Financial recently exceeded Q1 earnings expectations and maintains a "Moderate Buy" consensus rating with an average price target of $398.86 from analysts.
7,190 Shares in LPL Financial Holdings Inc. $LPLA Bought by WealthPoint Financial LLC
WealthPoint Financial LLC acquired 7,190 shares of LPL Financial Holdings Inc., valued at approximately $2.57 million, making it their 11th largest position. LPL Financial's stock is highly institutionally owned at 95.66%, with several large investors increasing their stakes. The company reported better-than-expected quarterly EPS but slightly missed revenue estimates, and analysts currently rate the stock as a "Moderate Buy" with an average target price of $398.86.
Is Advisor Recruitment Momentum Altering The Investment Case For LPL Financial Holdings (LPLA)?
LPL Financial Holdings (LPLA) has shown strong growth in client assets and advisor recruitment, with May 2026 client assets reaching US$2.55 trillion and advisory assets making up 60.2% of the total. This momentum, including significant organic net new assets, supports LPL's investment case, although integration risks from acquisitions remain. Analysts forecast substantial revenue and earnings growth for LPL by 2029, suggesting a significant upside to its current stock price.
A Look at LPL Financial Holdings Inc (LPLA) After 3.5% Decline -- GF Value $460.11 vs Price $293.95
LPL Financial Holdings Inc (LPLA) shares recently fell 3.5%, bringing its price to $293.95, significantly below its GF Value™ estimate of $460.11, suggesting it is 36.1% undervalued. Despite strong profitability and growth scores, its valuation and momentum scores are weaker, and insiders have sold $0.5 million worth of shares in the past three months without any purchases. This indicates a potential opportunity for value investors but also flags potential market concerns requiring careful evaluation.
Moore Capital Management LP Makes New Investment in LPL Financial Holdings Inc. $LPLA
Moore Capital Management LP has disclosed a new investment in LPL Financial Holdings Inc. (NASDAQ:LPLA), acquiring 67,008 shares valued at approximately $23.9 million in the fourth quarter. This highlights continued high institutional ownership in LPL Financial, with hedge funds and other institutional investors holding about 95.66% of its shares. The company recently reported strong Q4 earnings, surpassing analyst estimates, and maintains a "Moderate Buy" consensus rating with an average price target of $398.86.
Janus Henderson Group PLC Purchases 280,202 Shares of LPL Financial Holdings Inc. $LPLA
Janus Henderson Group PLC increased its stake in LPL Financial Holdings Inc. by 9% in the fourth quarter, acquiring an additional 280,202 shares, bringing its total to 3.38 million shares valued at $1.21 billion. Despite some insider selling, institutional ownership remains high at 95.66%, and analysts maintain a "Moderate Buy" rating with an average price target of $398.86 for LPLA. The company recently exceeded earnings expectations and continues to pay a quarterly dividend.
Bamco Inc. NY Sells 32,652 Shares of LPL Financial Holdings Inc. $LPLA
Bamco Inc. NY reduced its stake in LPL Financial Holdings Inc. by 15.7% in the fourth quarter, selling 32,652 shares and retaining 175,245 shares valued at $62.59 million. Other institutional investors like Boothbay Fund Management LLC and Caisse de depot et placement du Quebec increased their holdings. Analysts have a "Moderate Buy" consensus rating for LPL Financial with an average price target of $398.86.
LPL Financial Holdings Inc. $LPLA is Azora Capital LP's Largest Position
Azora Capital LP significantly increased its stake in LPL Financial Holdings Inc. by 26.8% in Q4, making it their largest holding at 10.1% of their portfolio. The financial services provider reported strong Q4 earnings, beating estimates with revenue up 34.6% year-over-year. Despite a recent insider stock sale, analysts maintain a "Moderate Buy" consensus rating with an average price target of $398.86.
LPL Financial Holdings (LPLA) Stock Could Be 27.2% Undervalued After May Asset Growth
LPL Financial Holdings (LPLA) has shown a 3.1% growth in total client assets for May 2026, reaching $1.9 trillion, with advisory assets making up 60.2%. Despite a 16.13% year-to-date share price decline, the stock is considered 27.2% undervalued with a fair value target of $416.50, based on fresh reports and analyst narratives. However, the current P/E ratio of 26.9x is higher than peers, suggesting potential valuation risks due to interest rate sensitivity and fee compression.
Advisory M&A News – 6/17/2026
This article summarizes recent M&A activities and adviser movements in the financial industry. LPL Financial added four new financial adviser teams to its platform, Modera Wealth Management acquired Northstar Financial Planners, and Holistic Planning selected Altruist as its preferred custodial partner. Additionally, Creative Planning acquired MarkhamNorton Accountants+Advisors, a former Osaic adviser team joined Cetera Financial Group, and a new independent firm, Beacon Coast Partners, launched in San Francisco.
