LPL Financial Holdings Inc (LPLA) Shares Gap Down to $314.385 on Feb 20
LPL Financial Holdings Inc (LPLA) shares fell 4.24% in mid-day trading on February 20th, reaching an intraday low of $312.79 before closing at $314.39. Despite the decline, Wall Street analysts project an average one-year target price of $448.73, suggesting an upside of 42.73% from the current price. GuruFocus estimates a GF Value of $541.59 for LPLA, indicating a potential upside of 72.27%.
LPL Financial Reports Rise in January Brokerage & Advisory Assets
LPL Financial reported a 1.6% monthly and 32.9% year-over-year increase in total brokerage and advisory assets, reaching $2.41 trillion in January 2026. This growth was driven by a significant rise in advisory assets, while total organic net new assets saw a decrease from previous months. The company's performance is supported by advisor productivity and recruiting, despite concerns about market volatility and operating expenses.
LPL Financial Holdings Inc. $LPLA Shares Sold by NewEdge Wealth LLC
NewEdge Wealth LLC reduced its stake in LPL Financial (NASDAQ: LPLA) by 41.3% in Q3, selling 15,079 shares and retaining 21,394 shares valued at $7.12 million. LPL Financial exceeded Q4 expectations with an EPS of $5.23 and revenue of $4.93 billion, maintaining a "Moderate Buy" consensus rating and a target price of $428.71. Despite insider sales totaling $2.18 million, institutional investors hold about 95.7% of the stock, and the company declared a quarterly dividend of $0.30.
JPMorgan Chase & Co. Decreases Stock Position in LPL Financial Holdings Inc. $LPLA
JPMorgan Chase & Co. reduced its stake in LPL Financial Holdings Inc. by 19.1% in the third quarter of 2025, selling 221,566 shares to hold 938,755 shares valued at $312.32 million. This reduction occurred despite LPL Financial reporting stronger-than-expected Q4 results, with an EPS of $5.23 against an expected $4.82 and revenue of $4.93 billion, marking an 8.4% year-over-year growth. The financial services provider also announced a quarterly dividend of $0.30 per share, contributing to a "Moderate Buy" consensus rating from analysts with an average target price of $428.71.
LPL Financial Holdings Inc. (NASDAQ:LPLA) Given Consensus Rating of "Moderate Buy" by Analysts
LPL Financial Holdings Inc. (NASDAQ:LPLA) has received a consensus "Moderate Buy" rating from 15 analysts, with an average 12-month price target of $428.71. The company surpassed Q4 expectations with an EPS of $5.23 and revenue of $4.93 billion, and analysts project $19.35 EPS for the current year. Institutional investors hold a significant portion of the stock, while recent insider transactions show some share sales.
LPL Financial latest to cut jobs; about 300 employees laid off.
LPL Financial has laid off approximately 300 employees, about 3% of its workforce, becoming the latest financial advice company to cut jobs as artificial intelligence automates back-office tasks. The layoffs did not affect financial advisors, and the company stated it still has over 300 open positions in priority areas. This trend of AI replacing lower-paid, salaried roles is also seen at other firms like Cetera Financial Group and Edward Jones.
LPLA Partners With Simplicity to Boost Insurance Arm & Advisor Support
LPL Financial Holdings Inc. (LPLA) has strategically partnered with Simplicity Group to enhance its insurance platform and support for financial advisors, effective May 1, 2026. This collaboration designates Simplicity as LPLA’s preferred Brokerage General Agency (BGA), offering a wide array of insurance products and services. The move aims to streamline advisor experience, deepen client relationships, and drive revenue growth for LPLA, while significantly expanding Simplicity's market presence.
Advisor to retirees and ex-athletes shifts $300M practice to LPL
LPL Financial announced that advisor Tom Madigan joined its Thimble Island Private Wealth team, affiliating via LPL Strategic Wealth. Madigan, with 25 years of experience, transitions from UBS, bringing approximately $300 million in client assets, including retirees, business owners, and retired professional athletes. This move highlights LPL's continuous advisor recruitment strategy, reinforcing its extensive network and integrated support services for financial practices.
LPL Financial partners with Simplicity Group to expand insurance offerings
LPL Financial and Simplicity Group have announced a strategic partnership to expand insurance capabilities for LPL's network of financial advisors. Effective May 1, 2026, Simplicity will become LPL’s preferred Brokerage General Agency, providing advisors with enhanced access to insurance technology, resources, and support. This collaboration aims to offer a unified experience for advisors and clients seeking protection solutions, especially for high-net-worth individuals.
LPL shifts insurance unit to Simplicity, affecting 32,000 advisors
LPL Financial has partnered with Simplicity Group, designating Simplicity as its preferred Brokerage General Agency effective May 1, 2026. This collaboration will transfer LPL's internal Insurance Associates business to Simplicity, providing LPL's approximately 32,000 advisors with enhanced access to technology, wholesale support, and advanced planning expertise for insurance products. The move aims to unify the advisor experience and allow LPL to reinvest in its core product ecosystem, while advisors will have the option to utilize Simplicity's offerings.
Simplicity Group and LPL Financial Form Strategic Relationship to Deliver Insurance Products, Operational Support, and Training to LPL Advisors
Simplicity Group and LPL Financial have announced a strategic partnership to enhance insurance capabilities and support for LPL advisors, effective May 1, 2026. Simplicity will become LPL's preferred Brokerage General Agency, offering advanced technology, comprehensive insurance resources, and specialized planning expertise. This collaboration aims to provide LPL advisors with a unified and seamless experience for clients seeking protection solutions, allowing LPL to reinvest in other areas delivering value to its advisors and institutions.
Cibc World Market Inc. Sells 6,080 Shares of LPL Financial Holdings Inc. $LPLA
Cibc World Market Inc. has reduced its stake in LPL Financial Holdings Inc. by 47.4%, selling 6,080 shares, though institutional ownership remains high at 95.66%. Key executives, including CEO Richard Steinmeier, have also sold shares recently. Despite these sales, LPL Financial exceeded Q4 earnings expectations and increased its dividend, warranting a "Moderate Buy" consensus rating from analysts.
LPL Welcomes Shoreline Private Wealth Management
LPL Financial announced that Jason Mochi of Shoreline Private Wealth Management has joined its broker-dealer and RIA platform. Mochi, who previously managed approximately $275 million in assets at Morgan Stanley, chose LPL for its independence-focused platform, scale, and support for a client-first service model. Shoreline Private Wealth Management, based in Santa Barbara, California, specializes in serving high-net-worth individuals, primarily those nearing or in retirement, with a focus on comprehensive financial planning and personalized service.
Jason Mochi Joins LPL Financial's Platform from Shoreline Private Wealth Management
Jason Mochi, with over 30 years of experience, has moved his Shoreline Private Wealth Management, serving high-net-worth clients and managing approximately $275 million in assets, to LPL Financial's broker-dealer and RIA platform from Morgan Stanley. Mochi chose LPL for its extensive resources and commitment to client service, aiming to enhance independence and personalized advisory capabilities for his clients. LPL Financial welcomes Mochi, noting his dedication to personalization aligns with their mission to support advisors with innovative tools and solutions.
Retirement-focused advisor moving $275M practice to LPL Financial
Jason Mochi of Shoreline Private Wealth Management has joined LPL Financial's broker-dealer and RIA platforms, bringing approximately $275 million in client assets from Morgan Stanley. Mochi, who has over 30 years of experience serving high-net-worth individuals nearing or in retirement, chose LPL for its scale, platform strength, technology, and support for independence. This move aligns with LPL's ongoing strategy of attracting experienced advisors and expanding its wealth management network.
Aberdeen Group plc Has $30.81 Million Position in LPL Financial Holdings Inc. $LPLA
Aberdeen Group plc reduced its stake in LPL Financial Holdings Inc. by 9.3% in the third quarter, now holding 92,694 shares valued at $30.81 million. LPL Financial recently exceeded Q4 earnings estimates with an EPS of $5.23 and revenue of $4.93 billion, leading to a "Moderate Buy" consensus rating among analysts with an average target price of $431.80. The company also declared a quarterly dividend of $0.30 per share, while insiders sold approximately $2.18 million worth of shares over the past 90 days.
LPL Financial Holdings Inc. (LPLA) Delivers Growth and Analyst Support
LPL Financial Holdings Inc. (LPLA) has received positive analyst support and demonstrated strong growth, with Jefferies and Citizens raising their price targets. The company reported a 4% increase in net income for Q4 2025 and a 46% rise in total advisory assets, contributing to a 23% year-over-year increase in adjusted EPS. LPL Financial also achieved significant organic growth and integrated key acquisitions, positioning it for continued long-term shareholder value.
LPL Financial Holdings Inc. $LPLA Position Raised by Coronation Fund Managers Ltd.
Coronation Fund Managers Ltd. increased its holdings in LPL Financial Holdings Inc. by 24.5% in the third quarter, making LPL its 10th largest holding. The financial services provider reported strong Q4 results, beating analyst expectations for both EPS and revenue. Despite recent insider selling, analysts maintain a "Moderate Buy" rating for LPL Financial, with a consensus price target of $431.80.
How Lpl Financial Holdings Inc. (LPLA) Affects Rotational Strategy Timing
This article analyzes Lpl Financial Holdings Inc. (LPLA) based on AI models, highlighting a weak near-term sentiment that could lead to bearish positioning. It details exceptional risk-reward setups and outlines three distinct trading strategies: a position trading strategy, a momentum breakout strategy, and a risk hedging strategy, each with specific entry, target, and stop-loss levels. The analysis also provides multi-timeframe signal analysis for near-term, mid-term, and long-term horizons, indicating prevailing neutral sentiment.
After hiring Commonwealth advisors and LPL recruiters, what’s next for Kestra?
Kestra Financial is aggressively recruiting financial advisors, having hired nearly 130 from Commonwealth Financial Network in 2025 and recently poaching two recruiters from LPL Financial. This recruiting drive has led to speculation that Kestra might be preparing for a sale, especially given its private equity ownership, or simply capitalizing on a strong advisor hiring market following LPL's acquisition of Commonwealth. Kestra attributes its success with Commonwealth advisors to a cultural fit and acknowledges its strategic hiring of recruiters to expand its advisor base.
LPL Financial Holdings Inc. $LPLA Shares Sold by Allianz Asset Management GmbH
Allianz Asset Management GmbH significantly reduced its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA) by 87.8% in Q3, selling over 40,000 shares. Despite this, LPL Financial beat Q4 earnings and revenue expectations and has a consensus "Moderate Buy" rating from analysts. The article also details other institutional investor activity, analyst ratings, insider trading, and financial performance metrics for LPLA.
A Match Made for Growth: Your Practice + the Retirement Market - LPL Financial - Commentaries
Financial advisors should focus on the convergence of wealth management and the retirement market for significant growth. This integration allows advisors to engage with clients earlier, build stronger relationships, and manage assets more effectively through various life transitions. By expanding workplace retirement offerings, simplifying solutions for small businesses, and addressing asset portability and lifetime income planning, advisors can gain a competitive edge and secure their practice's future.
Team overseeing $420M for wealthy families joins LPL Financial
LPL Financial announced that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined its broker-dealer and RIA platforms. Sound Wealth brings approximately $420 million in advisory, brokerage, and retirement plan assets and specializes in serving high-net-worth families with complex financial planning needs. The advisors cited LPL's open architecture, customizable technology, and AI capabilities as key reasons for their move.
LPL Financial Welcomes Sound Wealth and Advisors
LPL Financial announced that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined its broker-dealer and RIA platform. Sound Wealth, based in Seattle and Phoenix, serves high-net-worth individuals, families, and small business owners, managing approximately $420 million in assets. The team chose LPL for its independence, flexibility, advanced technology, including AI advancements, and comprehensive support.
AI Shockwave: SCHW, LPLA & Others Slide on Disruption Fear
Major wealth management and brokerage stocks, including Charles Schwab (SCHW) and LPL Financial (LPLA), have recently experienced significant declines. This downturn is attributed to investor fears about AI's disruptive potential in traditional financial services, particularly after a fintech startup, Altruist, launched an AI-powered tax planning tool. The market is reassessing who benefits from AI versus who might be displaced, leading to concerns about eroded fee margins and disrupted business models in the wealth advisory sector.
LPL Financial Welcomes Sound Wealth
LPL Financial announced that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined its broker-dealer and Registered Investment Advisor (RIA) platform. Sound Wealth, which serves high-net-worth individuals and small business owners, reported managing approximately $420 million in assets. The team chose LPL for its independence, advanced technology, open architecture, and support for their customized service model.
Curt Pederson and Britt Saylor of Sound Wealth Join LPL Financial to Enhance Client-Centric Advisory Services
Financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined LPL Financial's broker-dealer and RIA platform, bringing approximately $420 million in assets under management. They specialize in personalized financial planning for high-net-worth individuals and families, emphasizing a human-centered approach combined with advanced strategies. The move from Ameriprise to LPL Financial was driven by LPL's innovative technology, flexible support for customized services, and commitment to advisor independence.
Fund Update: New $151.2M $AKRE stock position opened by LPL Financial LLC
LPL Financial LLC has opened a new position in AKRE stock valued at $151.2 million, according to a recent SEC 13F filing for the 12-31-2025 report period. This move is part of a trend where 296 institutional investors have added AKRE shares, with notable additions from firms like Franklin Resources Inc. and Mesirow Financial Investment Management Inc. Investors can track the full institutional holdings and hedge fund activity related to AKRE on Quiver Quantitative.
Does LPL Financial (LPLA) Face a Strategic Crossroads as AI Tools Challenge Its Advisory Model?
LPL Financial Holdings' Q4 2025 results showed strong revenue and net income, alongside a declared dividend, amidst investor concerns regarding AI-powered tax and advisory tools disrupting traditional wealth management. The article explores how these AI tools could pressure LPL's advisory model, highlighting both the financial performance and the potential long-term investment narrative challenges. Despite a projected fair value offering an upside, the integration of acquisitions and fee-related risks remain key factors.
The AI Reckoning: A Deep-Dive into LPL Financial (LPLA) Amidst a New Technological Frontier
LPL Financial (LPLA) experienced an 8.3% stock price plunge following the launch of an AI-powered tax-planning tool by fintech challenger Altruist Corp., highlighting "displacement anxiety" among investors regarding AI's impact on wealth management. The article examines LPL's historical background, business model, financial performance, and strategy to integrate AI while facing competition from both traditional giants and fintech disruptors. It concludes that LPL's future success depends on its ability to leverage AI as an advisor "superpower" rather than a replacement, maintaining advisor recruitment, and stabilizing advisory fees.
Why LPL Financial (LPLA) Shares Are Trading Lower Today
LPL Financial (LPLA) shares dropped by 9.8% today due to growing concerns about AI-driven disruption in the wealth management industry. The selloff was triggered by a startup introducing AI-enabled tax planning features, leading to fears that such innovation could automate tasks traditionally handled by human advisors. Despite this, the company previously reported strong Q3 results, surpassing analyst expectations with significant increases in earnings, revenue, and assets under management.
LPL Financial Holdings | LPLA Stock Price, Company Overview & News
This article provides an overview of LPL Financial Holdings (LPLA), serving independent financial advisors. It details the company's profile, including its founding in 1989, headquarters, CEO Dan H. Arnold, and number of employees. The article also presents financial summaries, key stock data, profitability metrics, revenue and earnings, and analyst consensus recommendations for LPLA.
Assessing LPL Financial Holdings (LPLA) Valuation After Recent Share Price Strength
LPL Financial Holdings (LPLA) has seen significant share price strength, with its stock closing at $393.25. While a narrative fair value suggests it's 12.4% undervalued, its current P/E ratio of 36.5x is higher than the industry average, implying investors are paying a premium. The article explores both the potential for future growth driven by demographic shifts and the risks of pressure on margins.
New Narratives in the Homebuilding Space
The housing market is seeing renewed activity, driven by speculation of increased construction and remodeling. However, homebuilders face unique challenges such as political scrutiny and potential anti-competitive probes. The article suggests focusing investment on "picks-and-shovels" businesses like building materials manufacturers and distributors, which are less susceptible to these risks and benefit more reliably from increased housing activity.
IBKR Shares Surge 31.9% in a Year: Is There Further Upside Left?
Interactive Brokers Group, Inc. (IBKR) shares have surged 31.9% over the past year, outperforming its industry and the S&P 500 index. The company's growth is attributed to its technology-driven platform, diversified product offerings, and global expansion strategy, which have led to significant revenue increases. While rising non-interest expenses and exposure to overseas markets pose some risks, analysts are optimistic about IBKR's future earnings potential.
LPL Records an ‘Outstanding Year’
LPL Financial Holdings Inc. reported a strong fourth quarter and an "outstanding year" in 2025, driven by record client assets and adjusted earnings per share. The company achieved industry-leading organic growth, completed significant acquisitions including Commonwealth and The Investment Center, and launched a national marketing campaign featuring actress Anna Kendrick. LPL's total advisory and brokerage assets increased to $2.4 trillion, reflecting a 36% year-over-year growth.
The Truth About LPL Financial Holdings: Is This Quiet Finance Giant a Hidden Power Stock?
LPL Financial Holdings (LPLA) is presented as a "quiet finance giant" offering a steady, fee-driven growth model for long-term investors, contrasting with volatile meme stocks. The article evaluates LPLA's stock performance, business model as a platform for independent financial advisors, and risks, comparing it to competitors like Charles Schwab. It concludes that while not a flashy stock, LPLA is a "strong cop" for those seeking a foundational investment in financial infrastructure.
LPL Financial Holdings Inc. $LPLA Shares Sold by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd significantly reduced its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA) by 86.4% in the third quarter. Despite this, LPL Financial exceeded Q4 earnings estimates with an EPS of $5.23 and revenue of $4.93 billion, leading analysts to project strong EPS for the current year. Institutional investors collectively own a substantial 95.66% of the stock, while company insiders made notable share sales in the last quarter.
3 Stocks That May Be Undervalued By Market Estimates In February 2026
This article identifies three U.S. stocks—LPL Financial Holdings (LPLA), Boeing (BA), and Dycom Industries (DY)—that appear undervalued by market estimates based on discounted cash flow analysis in February 2026. Despite recent market optimism, these companies show potential for growth, with LPL Financial and Dycom Industries trading below their estimated future cash flow values, and Boeing demonstrating a significant turnaround in net income. The analysis suggests these stocks offer promising investment prospects, supported by strong financial performance and growth forecasts.
5 Must-Read Analyst Questions From LPL Financial's Q4 Earnings Call
LPL Financial's Q4 earnings surpassed Wall Street expectations for revenue and adjusted EPS, though the market reacted negatively. The company attributed success to organic asset growth and integration of new acquisitions. This article highlights five key analyst questions from the earnings call, covering topics such as asset retention, EBITDA contributions, recruiting momentum, liquidity reallocation, and general and administrative expense growth.
Commonwealth team in Minnesota leaps to Cetera amid LPL sale
Ryan Financial Group (RFG), a Minnesota-based wealth management firm with $750m in assets under management, has left Commonwealth Financial Network to join Cetera Financial Group. This move comes after RFG previously joined Commonwealth from Lincoln Financial Group in 2022. The team, specializing in investment advisory and financial planning, is led by John Ryan III and Greg Stalsberg, with other key members also making the transition to Cetera.
Does LPL Financial (LPLA) Now Rely on Commonwealth Integration to Redefine Its Long-Term Scale Advantage?
LPL Financial recently reported strong Q4 2025 results, with significant revenue and net income, alongside a declared dividend. The company's growth is attributed to organic asset growth, the acquisition and integration of Commonwealth Financial Network, and advisor recruitment. While LPL Financial's investment narrative focuses on its scaled independent-advice model and ability to attract advisors, the integration progress of Commonwealth and associated risks are key factors influencing its short-term performance and investor sentiment.
LPL Financial Holdings Inc (LPLA) Trading 2.06% Higher on Feb 4
LPL Financial Holdings Inc (LPLA) saw its shares surge by 2.06% in mid-day trading on February 4, reaching an intraday high of $400.16 before closing at $395.00. Wall Street analysts have an average target price of $441.55 for LPLA, indicating an 11.78% upside from its current price, with a consensus recommendation of "Outperform." GuruFocus estimates the fair value (GF Value) for LPLA at $538.32, suggesting a 36.28% upside.
UMB Bank n.a. Sells 37,548 Shares of LPL Financial Holdings Inc. $LPLA
UMB Bank n.a. significantly reduced its stake in LPL Financial Holdings Inc. by selling 37,548 shares, decreasing its holdings by 91.2% to 3,629 shares. This comes as LPL Financial exceeded Q4 earnings expectations with $5.23 EPS and $4.93 billion in revenue, and announced a quarterly dividend of $0.30. Despite insider sales, institutional ownership remains high at 95.66%, and analysts maintain a "Moderate Buy" rating with a target price of $427.69.
LPL Financial Welcomes Wealth Innovations Financial Advisors
LPL Financial announced that Wealth Innovations, LLC, a financial advisory firm based in Richmond, Va., has joined its broker-dealer and RIA platform. Led by Jim LaNeave, Marian Crawford, and Samuel LaNeave, the team manages approximately $200 million in assets and specializes in comprehensive retirement planning for clients primarily along the Eastern Seaboard. Wealth Innovations chose LPL for its robust technology, integrated platform, and support for independent practices, allowing them to focus on personalized client service.
Wealth Innovations, LLC Joins LPL Financial to Enhance Retirement Planning Services
Wealth Innovations, LLC, a financial advisory firm led by Jim LaNeave, Marian Crawford, and Samuel LaNeave, has joined LPL Financial's platform, bringing approximately $200 million in client assets. The Richmond, Va.-based team specializes in comprehensive retirement planning for clients nearing retirement, utilizing their "SWAN Plan" approach. Their decision to move to LPL was driven by the firm's integrated technology ecosystem, operational efficiency, and robust support, which they believe will enhance their ability to provide personalized client service.
|‘Sleep Well At Night’ retirement planners move $200M to LPL
LPL Financial announced that Wealth Innovations, LLC, a Richmond, Va.-based team specializing in retirement planning, has joined its broker-dealer and RIA platform. The team, led by Jim LaNeave, Marian Crawford, and Samuel LaNeave, reported serving approximately $200 million in client assets and will leverage LPL's integrated technology and support. This move continues LPL's strategy of advisor recruitment and platform expansion, reinforcing its position in the wealth management sector.
LPL Financial stock price target raised to $500 from $475 at Citizens
Citizens has raised its price target for LPL Financial Holdings (NASDAQ:LPLA) to $500 from $475, maintaining a Market Outperform rating. This decision follows LPL's strong fourth-quarter 2025 results, which reported impressive adjusted EPS of $5.23, exceeding both Citizens' and consensus estimates. The firm views LPL as a "Top Idea" due to its significant revenue growth, lower core G&A expenses, and projected EPS growth through 2027, citing it as one of the best growth stories in their financials coverage.
$2B Advisor Team Launches Moto Wealth Partners at Linsco by LPL
Wealth advisors Breanne Bovara and Derrick Petry have launched Moto Wealth Partners at Linsco by LPL, bringing approximately $2 billion in client assets from Fifth Third Private Bank. The Ohio-based firm serves high-net-worth families, focusing on simplifying financial complexity and delivering a personalized boutique experience. They chose LPL for its independence, scale, technology, and robust resources for financial advisors.
LPL Financial Holdings Inc. $LPLA Shares Purchased by Mutual of America Capital Management LLC
Mutual of America Capital Management LLC significantly increased its stake in LPL Financial Holdings Inc. (LPLA) in the third quarter of 2025, now owning 5,568 shares worth $1.85 million. The financial services provider also exceeded Q4 earnings estimates, reporting adjusted EPS of $5.23 and revenue of $4.93 billion, while declaring a $0.30 quarterly dividend. Despite positive analyst ratings and strong performance, concerns remain regarding management's guidance for higher 2026 core general and administrative expenses and integration costs.
