Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.
| 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 |
3 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as of December 31, 2025 — the most of any firm in the industry. This achievement reflects LPL's continued investment in the technology, services and infrastructure that define the modern advisor experience and elevate quality advice. "Reaching this milestone is more than a numerical achievement — it underscores our unwavering commitment to advancing the profession through planning-led advice," said Tara Popernik, executive vice president of wealth planning at LPL. "We
SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that wealth advisors Breanne Bovara, CPWA®, and Derrick Petry, CFA®, have joined Linsco by LPL Financial to launch Moto Wealth Partners. They reported serving approximately $2 billion for their prior firm in advisory, brokerage and retirement plan assets* and join LPL from Fifth Third Private Bank. Located in Cincinnati and Dayton, Ohio, Moto Wealth Partners serves high-net-worth and ultra-high-net-worth families across the country, with a strong presence anchored in those markets. Bovara and Petry bring nearly 40 years of combined industry exposure, offering clients a boutique wealth advisory experience that b
SAN DIEGO, Jan. 22, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of Wilson Peak Wealth Management Inc. have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform and will be leveraging Private Advisor Group's infrastructure for the next stage of their growth. They reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors. Located in Upper Saddle River, New Jersey, within the metropolitan New York area, Wilson Peak Wealth Management was founded by Wilson, who has 20 years of industry experience
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. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role, Davidovici will lead LPL's Corporate Strategy team, partnering across the organization to define long-term vision, shape strategic priorities, evaluate growth opportunities and position LPL for sustainable success. Davidovici brings more than 20 years of experience driving transformation and growth across the financial services industry. Most recently, he served as principal and general partner at Edward Jones, where he led client and branch experience management and impleme
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
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
10-Q - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
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
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)