LPL Financial downgraded by Citigroup with a new price target
$LPLA
Investment Bankers/Brokers/Service
Finance
Citigroup downgraded LPL Financial from Buy to Neutral and set a new price target of $400.00
Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 7/9/2025 | $80.00 | Neutral → Sell | Citigroup |
| 6/9/2025 | $400.00 | Buy → Neutral | Citigroup |
| 6/9/2025 | $460.00 | Neutral → Buy | Redburn Atlantic |
| 1/7/2025 | $288.00 → $397.00 | Neutral → Overweight | Analyst |
| 1/6/2025 | $390.00 | Neutral → Buy | UBS |
| 12/19/2024 | $277.00 → $413.00 | Hold → Buy | TD Cowen |
| 10/9/2024 | $235.00 → $285.00 | Equal Weight → Overweight | Wells Fargo |
| 9/12/2024 | $235.00 | Equal Weight | Wells Fargo |
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
SAN DIEGO, July 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Black and Richard Brokaw have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Wyoming Asset Advisors Powered by LPL. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors. Located in Cheyenne, Wyo., the team has more than 65 years of experience and have worked together for over three decades. They are fourth and fifth generation Wyomingites. As a team, they use each other as a sounding board to discuss market conditions and expectations. Together, they provide comprehen
SAN DIEGO, July 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Kevin Gallagher, AIF®, of Gallagher Wealth Management has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Investment. Located north of Washington D.C. in Brookeville, Md., Gallagher started in the wealth management industry as a floor trader in 1997 following a career in the U.S. Marines. Now, with nearly two decades of financial industry experience, Gallagher has established a reputation as an advisor who takes an individualized app
SAN DIEGO, July 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the team of 11 financial advisors from Waznik Heike Group have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $750 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Headquartered in Menomonie, Wis., with additional offices in Durand, Superior, Eau Claire and Rice Lake, the firm is led by partners Brad Waznik and John Heike, CFP®, ChFC®, CLU®, CASL®, CAP®, RICP®, who worked together for years before teaming back up in 2024 to form their own practice. Together, the team, who have more tha
SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
Citigroup downgraded LPL Financial from Neutral to Sell and set a new price target of $80.00
Citigroup downgraded LPL Financial from Buy to Neutral and set a new price target of $400.00
Redburn Atlantic upgraded LPL Financial from Neutral to Buy and set a new price target of $460.00
SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company's banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors. His team will be responsible for the strategy, design, development, execution and delivery of LPL's suite of solutions, including cash management accounts (CMA), credit cards and secured credit lending. LPL's strategic focus on developing state-of-the-art banking and lending solutions makes it easier for advisors to provide comprehensive service
SAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matthew Sweeney, CFP®, John Folsom and Tanner Carter, CFP®, have launched a new independent practice, EverMark Investment Partners ("EverMark"), through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $425 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego, Folsom and Sweeney have collaborated since 1996 and bring a combined seven decades of financial industry experience to the practice. Carter, who entered the financial industry in 2019, completes the team. Together
SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Duane Dollar, CFP®, ChFC®, CASL®, and Phillip Owens, MBA, CFP®, CRPC™, RICP®, APMA™, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch PCC Wealth Partners. The team reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based just outside of Houston in The Woodlands, Dollar and Owens have built a reputation for delivering customized investment strategies and an elevated client experience since teaming up in 2016. With nearly 50 years of combined industry ex
SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 31. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible and available for replay at investor.lpl.com/events. Contacts Investor [email protected] Media [email protected] About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S. As a leader i
SAN DIEGO, April 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on Thursday, May 8. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible and available for replay at investor.lpl.com/events. Contacts Investor [email protected] Media [email protected] About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in
Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assetsCommonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. PowerFounder of Commonwealth to assume advisory role to LPL Board of DirectorsCommonwealth CEO to join LPL Management Committee, partnering to launch Office of Advisor Advocacy SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (together with its subsidiaries, including LPL Financial LLC, "LPL Financial" or "LPL") today announced that it has entered into a definitive purchase agreement to acquire Commonwealth Financial Network ("Commonwealth"), the largest independently