LPL Financial Holdings Inc.
LPL Financial Holdings Inc., commonly known as LPL Financial, supports independent financial advisors and the wealth management practices of financial institutions across the United States. It provides brokerage and investment advisory services, custody and clearing, technology, compliance, practice management, planning and advice, research, and business support. Its platform serves more than 32,000 financial advisors and approximately 1,200 financial institutions. Advisors can operate as independent practitioners, employee advisors, or through independent registered investment advisers, and institutions can use LPL’s services to support their own financial advisors. LPL Financial offers fee-based advisory platforms, commission-based brokerage products, client cash programs, trust and retirement services, and an advisor-facing trading and portfolio rebalancing platform. It does not manufacture financial products; it earns money from advisory fees and commissions, asset-based fees from product sponsors, recordkeeping, networking, client cash, service and transaction fees, and other ancillary services. LPL Financial Holdings Inc. is headquartered in San Diego, California.
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No SEC Form 4 filings for $LPLA in the last 30 days.
See all $LPLA insider activity →LPL Financial recruited a Georgia-based team from Northwestern Mutual, adding $525M in assets. The team, Anchor Financial Partners, focuses on high-net-worth clients. LPL has seen increased recruiting activity, including multiple billion-dollar team additions. The firm supports 32,000 advisors and manages $2.6T in assets.
UBS kept its Buy rating on LPL Finl Hldgs but reduced its price target to $369 from $390, a 5.4% decrease. The new target suggests a 37.1% upside from the Oct 28 close of $269.19. Recent analyst price targets for the company range from $335 to $413.
TD Cowen kept a Hold rating on LPL Financial Holdings with a $356 price target, implying 12.1% upside from the Oct 27 close. The firm cited mixed financial outlook and slower organic growth projections as reasons for the rating, according to their analyst note.
Over the past 7 days, AlphAI's AI scored 13 news stories mentioning LPLA (LPL Financial Holdings Inc.). Coverage has skewed bearish: 5 bullish, 2 neutral, and 6 bearish.
Recent LPLA coverage spans financial news, earnings and corporate actions.
The asset addition boosts LPL's AUM and revenue outlook, likely supporting a modest stock uplift.
Analyst downgrade suggests near-term downside pressure.
Analyst upgrade in price target may generate modest buying interest.
Dividend announcement may attract income‑focused investors, supporting the stock ahead of the ex‑dividend date, then modest pressure after payout.
Analyst upgrade and higher price target suggest bullish sentiment.
AlphAI scores every news story that mentions LPLA with an AI model for sentiment and relevance, and aggregates insider trades from LPL Financial Holdings Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
LPL Financial recruited a Georgia-based team from Northwestern Mutual, adding $525M in assets. The team, Anchor Financial Partners, focuses on high-net-worth clients. LPL has seen increased recruiting activity, including multiple billion-dollar team additions. The firm supports 32,000 advisors and manages $2.6T in assets.
2 min readUBS kept its Buy rating on LPL Finl Hldgs but reduced its price target to $369 from $390, a 5.4% decrease. The new target suggests a 37.1% upside from the Oct 28 close of $269.19. Recent analyst price targets for the company range from $335 to $413.
1 min readTD Cowen kept a Hold rating on LPL Financial Holdings with a $356 price target, implying 12.1% upside from the Oct 27 close. The firm cited mixed financial outlook and slower organic growth projections as reasons for the rating, according to their analyst note.
1 min readLPL Financial Holdings (LPLA) announced a $0.30 per share quarterly dividend, payable November 30. The forward yield is 0.43%. The ex-dividend date and record date are both November 12.
1 min readGoldman Sachs raised its price target for LPL Financial (NASDAQ:LPLA) to $400, citing better expense management and improved cash economics. The company reported Q3 2026 EPS of $5.97, 5% above estimates, and adjusted EBITDA of $864 million, 4% above consensus. LPL Financial lowered its 2026 core G&A expense guidance and reported $56.5 billion in cash balances and $2.563 trillion in client assets. Goldman Sachs increased its EPS estimates for 2026-2028.
2 min readLPL Financial Holdings Inc.'s average price target was reduced from $411.31 to $408.88 by 16 analysts, with a range of $354 to $554. This implies a 29% upside from the Oct. 27 closing price. The consensus rating remains 'Buy' among 21 analysts.
1 min readLPL Financial Holdings (LPLA) reported Q3 Non-GAAP EPS of $5.97, beating estimates by $0.28, while revenue of $5.34B (+17.4% Y/Y) missed by $10M. The company narrowed its 2026 Core G&A outlook to $2,140-2,160M and declared a $0.30 dividend.
1 min readLPL Financial Holdings Inc. (LPLA) filed an SEC Form 8-K — Results of Operations and Financial Condition. For Immediate Release LPL Financial Announces Third Quarter 2026 Results Key Financial Results • Net income was $357 million, translating to diluted earnings per share ("EPS") of $4.52 • Adjusted EPS* increased 15% year-over-year to $5.97 ◦ Gross profit* increased 12% year-over-y
2 min readL1 Capital's Q3 2026 investor letter highlighted LPL Financial Holdings Inc. (LPLA), noting its wealth management platform and long-term growth drivers. LPLA closed at $321.88 with a $25.35B market cap, down 9.88% YTD. L1 Capital initiated a position, citing structural tailwinds and undervaluation despite AI concerns. 64 hedge funds held LPLA at Q2 2026 end.
1 min readMorningstar analysts highlight three financial stocks: LPL Financial (LPLA) with a $543 target (68% upside), Fiserv (FISV) with a $106 target (130% upside), and Nubank (NU) with a $16.60 target (11% upside). The analyst believes FISV has a competitive moat and stable growth prospects, while NU is undervalued despite market concerns. Retail sentiment on Stocktwits is neutral for LPLA and FISV, and bearish for NU. All three stocks declined in overnight trading.
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