LPL Financial downgraded by Citigroup with a new price target
$LPLA
Investment Bankers/Brokers/Service
Finance
Citigroup downgraded LPL Financial from Neutral to Sell and set a new price target of $80.00
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| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 9/12/2025 | $405.00 | Buy | Goldman |
| 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 |
Firm executes Leaders Strategy™ partnership with former LPL Financial CEO Mark Casady, who joins company as Executive Chairman CHICAGO, Sept. 10, 2025 /PRNewswire/ -- GTCR, a leading private equity firm, announced today that it has closed the previously announced acquisition of FMG Suite ("FMG" or "the Company"), a leading provider of advisor-led marketing automation software to financial advisors and insurance agents, from Aurora Capital Partners. As part of the Leaders Strategy™ investment approach, Mark Casady, former Chairman and CEO of LPL Financial (NASDAQ:LPLA), will jo
SAN DIEGO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of The Capitol Bay Group have joined Upstream Investment Partners, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $375 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based outside of Washington, D.C., in Tysons, Va., the team is led by John Yetman, CIMA®, and Manish Mukhi, APMA™. The duo brings 70 years of experience and focuses on high-net-worth clients, business owners and retirees. They offer holistic planning, including retirement, estate and business planning, as well as a broad selection of investment op
SAN DIEGO, Sept. 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Ronald Ewing, CFP®, Edward Macha, Alex Pittz, AAMS®, Brian Gudgel, CFP® and Andrew Curiel IV, CFP®, CEPA®, AWMA®, APMA® have launched a new independent practice, Decorum Wealth Management, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $1.8 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS. Located near Sacramento, Calif. in Merced, Ewing, Macha, Pittz, Gudgel and Curiel have been collaborating for nine years and were brought together by advisors nearing retirement at UBS Pai
Goldman resumed coverage of LPL Financial with a rating of Buy and set a new price target of $405.00
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
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
Key Financial Results: Net Income was $273 million, translating to diluted earnings per share ("EPS") of $3.40, up 5% from a year agoAdjusted EPS* increased 16% year-over-year to $4.51 Gross profit* increased 21% year-over-year to $1,304 millionCore G&A* increased 15% year-over-year to $426 millionAdjusted pre-tax income* increased 23% year-over-year to $490 million Key Business Results: Total advisory and brokerage assets increased 28% year-over-year to $1.9 trillion Advisory assets increased 28% year-over-year to $1.1 trillionAdvisory assets as a percentage of total assets decreased to 55.3%, down from 55.4% a year ago Total organic net new assets were $21 billion, representing 5% annu
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
SCHEDULE 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
10-Q - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
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)
Firm executes Leaders Strategy™ partnership with former LPL Financial CEO Mark Casady, who joins company as Executive Chairman CHICAGO, Sept. 10, 2025 /PRNewswire/ -- GTCR, a leading private equity firm, announced today that it has closed the previously announced acquisition of FMG Suite ("FMG" or "the Company"), a leading provider of advisor-led marketing automation software to financial advisors and insurance agents, from Aurora Capital Partners. As part of the Leaders Strategy™ investment approach, Mark Casady, former Chairman and CEO of LPL Financial (NASDAQ:LPLA), will jo
SAN DIEGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the appointment of Emily Field as group managing director and chief people officer. In this role, Field joins the firm's Management Committee and will lead the Human Resources function, overseeing talent strategy and employee experience for over 9,000 employees. Field brings deep expertise in organizational performance and workforce transformation, having previously served as a partner at McKinsey & Company in its People and Organizational Performance Practice. There, she led enterprise-scale transformations for global institutions, focusing on operating model redesign, talent
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