LPL Financial downgraded by Rothschild & Co Redburn with a new price target
$LPLA
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Finance
Rothschild & Co Redburn downgraded LPL Financial from Buy to Neutral and set a new price target of $390.00
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| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 12/11/2025 | $406.00 | Neutral | UBS |
| 10/9/2025 | Underperform → Mkt Perform | Raymond James | |
| 10/3/2025 | $365.00 | Outperform | BMO Capital Markets |
| 9/19/2025 | $390.00 | Buy → Neutral | Rothschild & Co Redburn |
| 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 |
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 29. 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
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA), a leading wealth management firm, today announced that Somesh Khanna has been elected to the company's board of directors as an independent director. Khanna currently serves as a senior advisor at McKinsey & Company and is the executive co-chair of Apexon, a technology services firm specializing in artificial intelligence, data and digital-first solutions. He also serves on the boards of KeyCorp and Persado. Khanna brings more than three decades of leadership experience in consulting and financial services, with deep expertise in digital strategy, organizational transformation and productivity-enhanci
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Spencer W. Rand, CFP® and Michael J. Williams, CFP® of Rand, Williams & Associates, LLC have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $260 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Located on the Central Coast of California in Monterey, Williams and Rand each have over 20 years of experience and have been partners since 2012. The firm was originally started 40 years ago by Spencer's father, William Rand, by serving educators, non-profits and airline industry profess
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
3 - LPL Financial Holdings Inc. (0001397911) (Issuer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
10-Q - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
UBS resumed coverage of LPL Financial with a rating of Neutral and set a new price target of $406.00
Raymond James upgraded LPL Financial from Underperform to Mkt Perform
BMO Capital Markets initiated coverage of LPL Financial with a rating of Outperform and set a new price target of $365.00
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA), a leading wealth management firm, today announced that Somesh Khanna has been elected to the company's board of directors as an independent director. Khanna currently serves as a senior advisor at McKinsey & Company and is the executive co-chair of Apexon, a technology services firm specializing in artificial intelligence, data and digital-first solutions. He also serves on the boards of KeyCorp and Persado. Khanna brings more than three decades of leadership experience in consulting and financial services, with deep expertise in digital strategy, organizational transformation and productivity-enhanci
SAN DIEGO, Dec. 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ:LPLA), a leading wealth management firm, today announced the appointment of Matthew Morningstar as group managing director and chief legal officer. In this role, Morningstar joins the firm's Management Committee and oversees the Legal, Policy and Community Impact teams, driving strategic legal guidance, public policy engagement and community initiatives across the enterprise. Morningstar previously served at LPL in leadership roles across advisory and commercial law, litigation and regulatory affairs, and as a board member for the Private Trust Company, Fiduciary Trust Company and LPL Foundation. Most recently, Morning
Longstanding firm selects Commonwealth for elevated service and personalized support. Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, has added Vahanian & Associates Financial Planning Inc. to its independent advisor network. The team, based in Saratoga Springs, New York, oversees nearly $230 million in client assets¹ and joins from Osaic. Led by Jeffrey Vahanian, CFP®, president, CEO, and financial advisor; Bonnie Boyce, MBA, CFP®, vice president, chief financial officer, and chief compliance officer; and Cameron Corsi, vice president, chief strategy officer, and wealth advisor, Vahanian delivers fi
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 29. 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
NEW YORK and MORRISTOWN, N.J., Nov. 20, 2025 /PRNewswire/ -- Republic Capital Group ("Republic"), a leading investment bank specializing in strategic and financial advisory services for wealth and asset management firms and their clients, today announced that it served as the investment banking advisor to Private Advisor Group, with $41.3 billion in AUM, as LPL Financial Holdings Inc. (NASDAQ:LPLA) (together with its subsidiaries, including LPL Financial LLC, "LPL Financial" or "LPL") acquires a minority ownership stake, marking a new chapter in their nearly three-decade relationship. The investment strengthens the strategic ties between the organizations and supports Private Advisor Group's
Key Financial Results: Net loss was $30 million, translating to diluted loss per share ("EPS") of $0.37 This included $419 million, or $5.21 per share, of one-time acquisition costs incurred at the closing of the Commonwealth Financial Network ("Commonwealth") acquisition Adjusted EPS* increased 25% year-over-year to $5.20 Gross profit* increased 31% year-over-year to $1,479 millionCore G&A* increased 33% year-over-year to $477 millionAdjusted pre-tax income* increased 35% year-over-year to $569 million Key Business Results: Total advisory and brokerage assets increased 45% year-over-year to $2.3 trillion Advisory assets increas
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SC 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)