Investment Analysts’ Weekly Ratings Updates for LPL Financial (LPLA)

A number of research firms have changed their ratings and price targets for LPL Financial (NASDAQ: LPLA):

• 1/31/2025 – LPL Financial had its price target raised by analysts at JPMorgan Chase & Co. from $397.00 to $405.00. They now have an “overweight” rating on the stock.
• 1/31/2025 – LPL Financial had its price target raised by analysts at Wells Fargo & Company from $390.00 to $405.00. They now have an “overweight” rating on the stock.
• 1/31/2025 – LPL Financial had its price target raised by analysts at Barclays PLC from $389.00 to $414.00. They now have an “overweight” rating on the stock.
• 1/31/2025 – LPL Financial had its price target raised by analysts at Keefe, Bruyette & Woods from $390.00 to $405.00. They now have an “outperform” rating on the stock.
• 1/31/2025 – LPL Financial had its “market outperform” rating reaffirmed by analysts at JMP Securities. They now have a $435.00 price target on the stock.
• 1/31/2025 – LPL Financial had its price target raised by analysts at UBS Group AG from $390.00 to $420.00. They now have a “buy” rating on the stock.
• 1/13/2025 – LPL Financial had its price target raised by analysts at Barclays PLC from $378.00 to $379.00. They now have an “overweight” rating on the stock.
• 1/10/2025 – LPL Financial had its price target raised by analysts at Citigroup Inc. from $310.00 to $385.00. They now have a “buy” rating on the stock.
• 1/7/2025 – LPL Financial was upgraded by analysts at JPMorgan Chase & Co. from a “neutral” rating to an “overweight” rating. They now have a $397.00 price target on the stock, up previously from $288.00.
• 1/6/2025 – LPL Financial was upgraded by analysts at UBS Group AG from a “neutral” rating to a “buy” rating. They now have a $390.00 price target on the stock.
• 12/20/2024 – LPL Financial had its price target raised by analysts at Keefe, Bruyette & Woods from $325.00 to $390.00. They now have an “outperform” rating on the stock.
• 12/19/2024 – LPL Financial was upgraded by analysts at TD Cowen from a “hold” rating to a “buy” rating. They now have a $413.00 price target on the stock, up previously from $277.00.
• 12/12/2024 – LPL Financial had its price target raised by analysts at Wells Fargo & Company from $310.00 to $390.00. They now have an “overweight” rating on the stock.
• 12/9/2024 – LPL Financial had its price target raised by analysts at Barclays PLC from $311.00 to $378.00. They now have an “overweight” rating on the stock.

LPL Financial Price Performance

Shares of NASDAQ LPLA traded down $1.98 during midday trading on Monday, reaching $364.91. 335,158 shares of the stock traded hands, compared to its average volume of 577,596. The company’s 50 day moving average is $335.66 and its 200 day moving average is $274.40. LPL Financial Holdings Inc. has a one year low of $187.19 and a one year high of $375.74. The stock has a market capitalization of $27.32 billion, a PE ratio of 25.99, a P/E/G ratio of 1.13 and a beta of 0.87. The company has a debt-to-equity ratio of 1.60, a current ratio of 2.16 and a quick ratio of 2.16.

LPL Financial (NASDAQ:LPLA) last released its quarterly earnings data on Thursday, January 30th. The financial services provider reported $4.25 EPS for the quarter, beating the consensus estimate of $4.01 by $0.24. LPL Financial had a net margin of 8.55% and a return on equity of 49.41%. On average, equities research analysts anticipate that LPL Financial Holdings Inc. will post 19.4 earnings per share for the current year.

LPL Financial Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 25th. Shareholders of record on Tuesday, March 11th will be paid a dividend of $0.30 per share. The ex-dividend date of this dividend is Tuesday, March 11th. This represents a $1.20 annualized dividend and a yield of 0.33%. LPL Financial’s payout ratio is currently 8.55%.

Insider Buying and Selling at LPL Financial

In other news, Director Aneri Jambusaria sold 305 shares of the stock in a transaction that occurred on Thursday, December 5th. The stock was sold at an average price of $331.94, for a total value of $101,241.70. Following the sale, the director now directly owns 3,920 shares in the company, valued at approximately $1,301,204.80. This represents a 7.22 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of LPLA. Ashton Thomas Securities LLC purchased a new stake in shares of LPL Financial in the 3rd quarter worth approximately $31,000. Paladin Wealth LLC bought a new position in LPL Financial in the third quarter worth approximately $34,000. Brooklyn Investment Group purchased a new stake in LPL Financial during the third quarter worth $43,000. Compass Financial Services Inc bought a new stake in LPL Financial during the 4th quarter valued at $65,000. Finally, R Squared Ltd purchased a new position in shares of LPL Financial in the 4th quarter valued at $78,000. Institutional investors own 95.66% of the company’s stock.

LPL Financial Holdings Inc, together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance.