LPL Financial Holdings Inc.

Equities

LPLA

US50212V1008

Investment Banking & Brokerage Services

Market Closed - Nasdaq Other stock markets 04:00:00 2024-04-26 pm EDT			5-day change	1st Jan Change
266.3 ^USD	+0.34%		+1.42%	+17.00%

Apr. 10	North American Morning Briefing : Traders Await -2-	DJ
Apr. 09	Gateway First Bank Expands Gateway Private Wealth Services Through A Relationship with LPL Financial	CI

Osaic Inc. acquired The Sturkie Wealth Management Group from LPL Financial Holdings Inc..

March 03, 2024

Osaic Inc. acquired The Sturkie Wealth Management Group from LPL Financial Holdings Inc. (NasdaqGS:LPLA) on March 4, 2024.

Osaic Inc. completed the acquisition of The Sturkie Wealth Management Group from LPL Financial Holdings Inc. (NasdaqGS:LPLA) on March 4, 2024.

Latest news about LPL Financial Holdings Inc.

North American Morning Briefing : Traders Await -2-	Apr. 10	DJ
Gateway First Bank Expands Gateway Private Wealth Services Through A Relationship with LPL Financial	Apr. 09	CI
Conflicting signals on rate cuts	Apr. 09
Morgan Stanley Upgrades LPL Financial Holdings to Overweight From Equalweight, Raises Price Target to $315 From $254	Apr. 09	MT
ANALYST RECOMMENDATIONS : Amex, Cisco, Nasdaq, Wells Fargo, Marathon Petroleum...	Apr. 09
Barclays Raises Price Target on LPL Financial to $312 From $302, Keeps Overweight Rating	Apr. 08	MT
UBS Adjusts LPL Financial Price Target to $275 From $267, Maintains Neutral Rating	Apr. 05	MT
JPMorgan Raises LPL Financial's Price Target to $260 From $254, Maintains Neutral Rating	Apr. 02	MT
TD Cowen Raises LPL Financial Holdings' Price Target to $269 From $266, Keeps Market Perform Rating	Mar. 22	MT
LPL Financial's Advisory, Brokerage Assets Rise in February	Mar. 21	MT
Osaic Inc. acquired The Sturkie Wealth Management Group from LPL Financial Holdings Inc..	Mar. 03	CI
LPL Financial Holdings Inc. Announces Departure of Kabir Sethi, Effective March 31, 2024	Feb. 29	CI
Lpl Financial Holdings Insider Sold Shares Worth $397,016, According to a Recent SEC Filing	Feb. 28	MT
LPL Financial Holdings Insider Sold Shares Worth $631,200, According to a Recent SEC Filing	Feb. 28	MT
Barclays Raises LPL Financial Holdings Price Target to $302 From $300, Maintains Overweight Rating	Feb. 26	MT
Wintrust to Move Two Wealth Management Businesses to LPL Financial Platform	Feb. 23	MT
Lpl Financial Holdings Insider Sold Shares Worth $354,834, According to a Recent SEC Filing	Feb. 22	MT
Lpl Financial Holdings Insider Sold Shares Worth $2,563,512, According to a Recent SEC Filing	Feb. 22	MT
UBS Adjusts LPL Financial Price Target to $267 From $260, Maintains Neutral Rating	Feb. 14	MT
The market faces a choice	Feb. 14
ANALYST RECOMMENDATIONS : Biogen, Gsk, Hp Inc, Palantir, Walt Disney...	Feb. 14
Morgan Stanley Adjusts LPL Financial Holdings' Price Target to $254 From $252, Keeps Equalweight Rating	Feb. 13	MT
LPL Financial Holdings to Acquire Atria Wealth Solutions	Feb. 13	MT
LPL Financial Holdings Inc. entered into a definitive purchase agreement to acquire Atria Wealth Solutions, Inc. for $1.04 billion.	Feb. 12	CI
Lpl Financial Holdings Insider Sold Shares Worth $6,885,746, According to a Recent SEC Filing	Feb. 07	MT

Chart LPL Financial Holdings Inc.

Duration

Period

More charts

Company Profile

LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm company. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises (collectively, advisors) in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, the Company offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products.

Sector

Investment Banking & Brokerage Services

Calendar

2024-04-29 - Q1 2024 Earnings Release

More about the company

Income Statement Evolution

More financial data

Ratings for LPL Financial Holdings Inc.

Trading Rating

Investor Rating

ESG Refinitiv

B+

More Ratings

Analysts' Consensus

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

266.3 USD

Average target price

294.9 USD

Spread / Average Target

+10.74%

Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Other Investment Banking & Brokerage Services

	1st Jan change	Capi.
LPL FINANCIAL HOLDINGS INC.	+17.00%	19.89B
THE GOLDMAN SACHS GROUP, INC.	+10.84%	147B
CHARLES SCHWAB	+9.00%	137B
CITIGROUP INC.	+21.81%	120B
CITIC SECURITIES COMPANY LIMITED	-5.94%	36.38B
RAYMOND JAMES FINANCIAL, INC.	+9.29%	25.26B
CSC FINANCIAL CO., LTD.	-9.42%	21.24B
NOMURA HOLDINGS, INC.	+43.36%	17.26B
CHINA MERCHANTS SECURITIES CO., LTD.	+11.73%	16.69B
HUATAI SECURITIES CO., LTD.	+2.08%	16.28B

Other Investment Banking & Brokerage Services