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| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 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 |
| 7/30/2024 | $268.00 | Neutral → Buy | BofA Securities |
| 4/9/2024 | $254.00 → $315.00 | Equal-Weight → Overweight | Morgan Stanley |
| 4/4/2024 | Underperform | Raymond James |
Key Financial Results: Net Income was $319 million, translating to diluted earnings per share ("EPS") of $4.24, up 11% from a year agoAdjusted EPS* increased 22% year-over-year to $5.15 Gross profit* increased 19% year-over-year to $1,273 millionCore G&A* increased 14% year-over-year to $413 millionAdjusted pre-tax income* increased 23% year-over-year to $509 million Key Business Results: Total advisory and brokerage assets increased 25% year-over-year to $1.8 trillion Advisory assets increased 23% year-over-year to $977 billionAdvisory assets as a percentage of total assets decreased to 54.5%, down from 55.0% a year ago Total organic net new assets were $71 billion, representing 16% ann
SAN DIEGO, May 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephanie Stewart, Debra Hedgcoth, CFP®, RICP®, and Madison Wentland, CPA, of West Texas Investments have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from B. Riley Wealth Advisors, Inc. Based in Lubbock, Texas, Stewart founded West Texas Investments in 2012 with her late partner, David Barber. Hedgcoth joined the team in 2018 following a 25-year career with the IRS, and Wentland joined two years later in 2019. With more tha
SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool powered by eMoney. This new platform is designed to enhance the services of LPL's financial advisors, whether independent or part of an institution like a bank or credit union, by providing them with easily accessible financial planning software and tools to support holistic financial guidance. In a recent study, 175 of LPL Financial's top 10% of advisors said they use differentiated, comprehensive solutions that go beyond portfolio management to build, scale and grow their businesses. These to
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
Analyst upgraded LPL Financial from Neutral to Overweight and set a new price target of $397.00 from $288.00 previously
UBS upgraded LPL Financial from Neutral to Buy and set a new price target of $390.00
TD Cowen upgraded LPL Financial from Hold to Buy and set a new price target of $413.00 from $277.00 previously
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)
SAN DIEGO, April 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, announces the appointment of Vaughn Harvey as executive vice president and chief data and artificial intelligence (AI) officer. Harvey will lead the company's data and AI initiatives, driving innovation and digital transformation across the organization. Harvey brings over 25 years of experience in AI-driven digital transformations and enterprise-wide data strategies. Most recently, he served as managing director and head of product and transformation for consumer and community bank finance at JP Morgan Chase. Prior to joining JP Morgan Chase, Harvey held a variety of senior analytical rol
SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones. Carnegie Private Wealth launched in 2023 with LPL Strategic Wealth and has been on an upward gro
SAN DIEGO, Feb. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities. Based in Columbus, Ga., Young is a seasoned professional with two decades of industry expertise. Stokes entered the financial services field in 2014 following his tenure at a bank during college and several years with the Social Security Administration. They teamed up in 2018 to build a faith
10-Q - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
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
Fourth Quarter 2024 Key Financial Results: Net Income was $271 million, translating to diluted earnings per share ("EPS") of $3.59, up 26% from a year agoAdjusted EPS* increased 21% year-over-year to $4.25 Gross profit* increased 22% year-over-year to $1,228 millionCore G&A* increased 16% year-over-year to $422 millionAdjusted EBITDA* increased 22% year-over-year to $585 million Key Business Results: Total advisory and brokerage assets increased 29% year-over-year to $1.7 trillion Advisory assets increased 30% year-over-year to $957 billionAdvisory assets as a percentage of total assets increased to 55.0%, up from 54.3% a year ago Total organic net new assets were $68 billion, represent