TD Cowen initiated coverage on LPL Financial with a new price target
$LPLA
Investment Bankers/Brokers/Service
Finance
TD Cowen initiated coverage of LPL Financial with a rating of Market Perform and set a new price target of $224.00
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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 |
144 - LPL Financial Holdings Inc. (0001397911) (Subject)
144 - LPL Financial Holdings Inc. (0001397911) (Subject)
10-K - LPL Financial Holdings Inc. (0001397911) (Filer)
SAN DIEGO, March 04, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced the promotions of Kirby Horan-Adams and Joe Lanser to managing director roles, reflecting their expanded leadership responsibilities and longstanding impact across the firm. "Kirby and Joe each bring a combination of deep institutional knowledge and disciplined leadership that has shaped how LPL operates and evolves," said LPL CEO Rich Steinmeier. "Their perspectives, judgment and ability to connect strategy with execution continue to be critical as we support the growth of advisors and financial institutions, while fueling the long-term growth of the firm." Horan-Adams has been promoted to managing director
SAN DIEGO, March 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Robert Woodend, CRPC®, has joined LPL Financial's broker-dealer and will be leveraging the Private Advisor Group (PAG) Registered Investment Advisor (RIA) platform and infrastructure as part of his transition to Memphis Planning and Wealth, an established LPL and PAG aligned practice. Woodend reports serving approximately $150 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based in Memphis, Tenn., Woodend is a second-generation financial advisor with 15 years of industry experience. He began his career by interning with his father throughout hig
SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA), aligned with Lighthouse Private Wealth, an existing firm supporting LPL-affiliated advisors. He reports serving approximately $200 million in advisory, brokerage and retirement plan assets and joins LPL from StoneX. Dworetsky brings 45 years of industry experience, beginning his career in accounting before transitioning into wealth management. His practice centers on long-term planning, multigenerational client relationships and personalized portfolio management for professionals, bus
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
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
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)
SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA), aligned with Lighthouse Private Wealth, an existing firm supporting LPL-affiliated advisors. He reports serving approximately $200 million in advisory, brokerage and retirement plan assets and joins LPL from StoneX. Dworetsky brings 45 years of industry experience, beginning his career in accounting before transitioning into wealth management. His practice centers on long-term planning, multigenerational client relationships and personalized portfolio management for professionals, bus
SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Richmond, Va., Wealth Innovations is led by industry veteran Jim LaNeave, who brings nearly four decades of leadership and financial planning experience, alongside Marian Crawford, CFP®, and Samuel LaNeave. The team also includes Ashley LaNeave, Jeffery Brallier, Diane Norris and Janyce LaNeave. Together, they serve clients primarily a
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