LPL Finl Hldgs (NASDAQ:LPLA) Azioni

LPL Finl Hldgs

LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2024, the company had over 29,000 advisors on its platform managing $1.7 trillion of client assets. The company doesn't have material operations outside the United States.

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Ratings for LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) were provided by 9 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">6</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $431.44, with a high estimate of $460.00 and a low estimate of $400.00. This current average has increased by 8.07% from the previous average price target of $399.22. 
<img src="https://www.benzinga.com/files/images/story/2025/1752264151_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
The standing of LPL Finl Hldgs among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$420.00</td>
<td>$402.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$460.00</td>
<td>$450.00</td>
</tr>
<tr>
<td>Bill Katz</td>
<td>TD Cowen</td>
<td>Lowers</td>
<td>Hold</td>
<td>$403.00</td>
<td>$406.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$450.00</td>
<td>$400.00</td>
</tr>
<tr>
<td>Charles Bendit</td>
<td>Redburn Atlantic</td>
<td>Raises</td>
<td>Buy</td>
<td>$460.00</td>
<td>$420.00</td>
</tr>
<tr>
<td>Christopher Allen</td>
<td>Citigroup</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$400.00</td>
<td>$400.00</td>
</tr>
<tr>
<td>Michael Cyprys</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$450.00</td>
<td>$330.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$400.00</td>
<td>$365.00</td>
</tr>
<tr>
<td>Devin Ryan</td>
<td>JMP Securities</td>
<td>Raises</td>
<td>Market Outperform</td>
<td>$440.00</td>
<td>$420.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to LPL Finl Hldgs. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of LPL Finl Hldgs compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of LPL Finl Hldgs's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into LPL Finl Hldgs's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/LPLA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on LPL Finl Hldgs analyst ratings.</a>
<h2>Discovering LPL Finl Hldgs: A Closer Look</h2>
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2024, the company had over 29,000 advisors on its platform managing $1.7 trillion of client assets. The company doesn't have material operations outside the United States.
<h3>Financial Insights: LPL Finl Hldgs</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: LPL Finl Hldgs's revenue growth over a period of 3M has been noteworthy. As of 31 March, 2025, the company achieved a revenue growth rate of approximately 29.56%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Financials sector.
Net Margin: LPL Finl Hldgs's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of 8.68%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): LPL Finl Hldgs's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 10.52% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): LPL Finl Hldgs's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.34%, the company showcases efficient use of assets and strong financial health.
Debt Management: With a below-average debt-to-equity ratio of 1.91, LPL Finl Hldgs adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>The Basics of Analyst Ratings</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

What Analysts Are Saying About LPL Finl Hldgs Stock

Wells Fargo analyst Michael Brown maintains LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) with a Overweight and raises the price target from $402 to $420.

Price Target

Wells Fargo Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $420

Barclays analyst Benjamin Budish maintains LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) with a Overweight and raises the price target from $450 to $460.

Barclays Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $460

TD Cowen analyst Bill Katz downgrades LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) from Buy to Hold and lowers the price target from $406 to $403.

Downgrades

TD Cowen Downgrades LPL Finl Hldgs to Hold, Lowers Price Target to $403

LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) has outperformed the market over the past 5 years by 22.17% on an annualized basis producing an average annual return of 36.41%. Currently, LPL Finl Hldgs has a market capitalization of $29.99 billion. 
Buying $1000 In LPLA: If an investor had bought $1000 of LPLA stock 5 years ago, it would be worth $4,723.19 today based on a price of $374.97 for LPLA at the time of writing.
<h3>LPL Finl Hldgs's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751386244_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 5 Years Ago, You Would Have This Much Today

The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the<a href="https://www.benzinga.com/topic/rsi"> RSI is below 3</a>0, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Here's the latest list of major oversold players in this sector, having an RSI near or below 30.
<h3 class="wp-block-heading">LPL Financial Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>)</h3>
<ul class="wp-block-list">
<li>On June 23, LPL Financial, a wholly owned subsidiary of LPL Financial Holdings, released its monthly activity report for May 2025. The company's stock fell around 7% over the past month and has a 52-week low of $187.19.</li>
<li>RSI Value: 28.5</li>
<li>LPLA Price Action: Shares of LPL Financial fell 5.4% to close at $354.10 on Tuesday.</li>
<li>Edge Stock Ratings: 77.97 Momentum score with Value at 27.12. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/quote/LPLA"><img loading="lazy" decoding="async" width="438" height="176" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/25070616/image-375.png" alt="" class="wp-image-961427" style="width:329px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/25070616/image-375.png 438w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/25070616/image-375-300x121.png 300w" sizes="(max-width: 438px) 100vw, 438px" /></a></figure>
<h3 class="wp-block-heading">Affinity Bancshares Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFBI#NASDAQ">AFBI</a>)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h3>
<ul class="wp-block-list">
<li>On March 7, Affinity Bancshares announced a stock repurchase program. The company's stock fell around 15% over the past six months and<a href="https://www.benzinga.com/quote/AFBI"> has a 52-week low</a> of $17.00.</li>
<li>RSI Value: 24.4</li>
<li>AFBI Price Action: Shares of Affinity Bancshares closed at $18.50 on Tuesday.</li>
<li>Benzinga Pro&#8217;s charting tool helped identify the trend in <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0625">AFBI stock</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0625"><img loading="lazy" decoding="async" width="923" height="842" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/25070717/image-376.png" alt="" class="wp-image-961431" style="width:665px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/25070717/image-376.png 923w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/25070717/image-376-300x274.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/25070717/image-376-768x701.png 768w" sizes="(max-width: 923px) 100vw, 923px" /></a></figure>
<h3 class="wp-block-heading">Landmark Bancorp Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LARK#NASDAQ">LARK</a>)</h3>
<ul class="wp-block-list">
<li>On April 30, Landmark Bancorp posted first-quarter EPS of 81 cents, up from 49 cents a year ago. Abby Wendel, President and Chief Executive Officer of Landmark, commented, &#8220;I am pleased to report strong growth in net income this quarter driven by growth in net interest income, lower expenses and excellent credit quality. We continued to experience solid loan demand in the first quarter 2025, especially for commercial real estate and residential mortgage loans.&#8221; The company's stock fell around 16% over the past month and has a 52-week <a href="https://www.benzinga.com/quote/LARK">low of $17.86</a>.</li>
<li>RSI Value: 21.9</li>
<li>LARK Ltd Price Action: Shares of Landmark Bancorp gained 0.4% to close at $24.13 on Tuesday.</li>
<li>Benzinga Pro&#8217;s signals feature notified of a potential breakout in <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0625">LARK shares</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0625"><img loading="lazy" decoding="async" width="887" height="830" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/25070844/image-377.png" alt="" class="wp-image-961433" style="width:569px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/25070844/image-377.png 887w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/25070844/image-377-300x281.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/25070844/image-377-768x719.png 768w" sizes="(max-width: 887px) 100vw, 887px" /></a></figure>
Learn more about BZ Edge Rankings—click to see scores for other stocks in the sector and s<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">ee how they compare.</a>
Read This Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/06/46072226/top-3-real-estate-stocks-you-may-want-to-dump-in-june">Top 3 Real Estate Stocks You May Want To Dump In June</a> </li>
</ul>
Photo via Shutterstock

Top 3 Financial Stocks That May Explode This Month

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>COIN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$260.00</td>
<td>$51.7K</td>
<td>8.0K</td>
<td>3.5K</td>
</tr>
<tr>
<td>SOFI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$14.50</td>
<td>$31.7K</td>
<td>4.3K</td>
<td>1.1K</td>
</tr>
<tr>
<td>AMBC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/21/25</td>
<td>$8.00</td>
<td>$75.2K</td>
<td>1.1K</td>
<td>771</td>
</tr>
<tr>
<td>GPN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$75.00</td>
<td>$35.5K</td>
<td>2.8K</td>
<td>495</td>
</tr>
<tr>
<td>MS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$135.00</td>
<td>$73.4K</td>
<td>1.6K</td>
<td>348</td>
</tr>
<tr>
<td>SEZL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$175.00</td>
<td>$38.6K</td>
<td>1.0K</td>
<td>273</td>
</tr>
<tr>
<td>LMND</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$50.00</td>
<td>$51.4K</td>
<td>27</td>
<td>156</td>
</tr>
<tr>
<td>JPM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$265.00</td>
<td>$66.9K</td>
<td>952</td>
<td>54</td>
</tr>
<tr>
<td>COF</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$250.00</td>
<td>$31.4K</td>
<td>100</td>
<td>30</td>
</tr>
<tr>
<td>LPLA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>10/17/25</td>
<td>$400.00</td>
<td>$55.2K</td>
<td>90</td>
<td>26</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding COIN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>), we observe a call option sweep with bearish sentiment. It expires in 3 day(s) on June 20, 2025. Parties traded 225 contract(s) at a $260.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $51.7K, with a price of $231.0 per contract. There were 8068 open contracts at this strike prior to today, and today 3500 contract(s) were bought and sold. 
• Regarding SOFI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>), we observe a call option sweep with bullish sentiment. It expires in 16 day(s) on July 3, 2025. Parties traded 520 contract(s) at a $14.50 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $31.7K, with a price of $61.0 per contract. There were 4362 open contracts at this strike prior to today, and today 1160 contract(s) were bought and sold. 
• Regarding AMBC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMBC#NYSE">AMBC</a>), we observe a call option sweep with bullish sentiment. It expires in 157 day(s) on November 21, 2025. Parties traded 716 contract(s) at a $8.00 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $75.2K, with a price of $105.0 per contract. There were 1174 open contracts at this strike prior to today, and today 771 contract(s) were bought and sold. 
• For GPN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPN#NYSE">GPN</a>), we notice a put option sweep that happens to be bullish, expiring in 94 day(s) on September 19, 2025. This event was a transfer of 74 contract(s) at a $75.00 strike. This particular put needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $35.5K, with a price of $480.0 per contract. There were 2876 open contracts at this strike prior to today, and today 495 contract(s) were bought and sold. 
• For MS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>), we notice a call option sweep that happens to be bullish, expiring in 94 day(s) on September 19, 2025. This event was a transfer of 131 contract(s) at a $135.00 strike. This particular call needed to be split into 43 different trades to become filled. The total cost received by the writing party (or parties) was $73.4K, with a price of $563.0 per contract. There were 1662 open contracts at this strike prior to today, and today 348 contract(s) were bought and sold. 
• For SEZL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEZL#NASDAQ">SEZL</a>), we notice a call option trade that happens to be bullish, expiring in 31 day(s) on July 18, 2025. This event was a transfer of 69 contract(s) at a $175.00 strike. The total cost received by the writing party (or parties) was $38.6K, with a price of $560.0 per contract. There were 1057 open contracts at this strike prior to today, and today 273 contract(s) were bought and sold. 
• Regarding LMND (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMND#NYSE">LMND</a>), we observe a put option sweep with bearish sentiment. It expires in 185 day(s) on December 19, 2025. Parties traded 33 contract(s) at a $50.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $51.4K, with a price of $1560.0 per contract. There were 27 open contracts at this strike prior to today, and today 156 contract(s) were bought and sold. 
• For JPM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), we notice a put option sweep that happens to be bearish, expiring in 185 day(s) on December 19, 2025. This event was a transfer of 42 contract(s) at a $265.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $66.9K, with a price of $1590.0 per contract. There were 952 open contracts at this strike prior to today, and today 54 contract(s) were bought and sold. 
• Regarding COF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>), we observe a put option trade with bearish sentiment. It expires in 577 day(s) on January 15, 2027. Parties traded 5 contract(s) at a $250.00 strike. The total cost received by the writing party (or parties) was $31.4K, with a price of $6290.0 per contract. There were 100 open contracts at this strike prior to today, and today 30 contract(s) were bought and sold. 
• For LPLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>), we notice a call option sweep that happens to be neutral, expiring in 122 day(s) on October 17, 2025. This event was a transfer of 26 contract(s) at a $400.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $55.2K, with a price of $2124.0 per contract. There were 90 open contracts at this strike prior to today, and today 26 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AMBC

COIN

LMND

SEZL

SOFI

10 Financials Stocks Whale Activity In Today's Session

LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) has outperformed the market over the past 10 years by 12.04% on an annualized basis producing an average annual return of 23.07%. Currently, LPL Finl Hldgs has a market capitalization of $29.92 billion. 
Buying $1000 In LPLA: If an investor had bought $1000 of LPLA stock 10 years ago, it would be worth $7,974.39 today based on a price of $374.08 for LPLA at the time of writing.
<h3>LPL Finl Hldgs's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750084214_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In LPL Finl Hldgs 10 Years Ago Would Be Worth This Much Today

Recent stock trades made by a senator could show conflicts of interest given his committee assignments and ramp up the call to ban members of Congress from being able to buy and sell stocks.
Here's a look at the recent stock trades made by Senator Markwayne Mullin (R-Okla.).
What Happened: Mullin recently bought stock in several stocks, while also selling a position in the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which tracks the S&amp;P 500. The trades are shown on the <a href="https://www.benzinga.com/gov-trades/members/markwayne-mullin">Benzinga Government Trades page.</a>
According to a recent disclosure, Mullin bought the following stocks on May 13:
<ul class="wp-block-list">
<li>Adobe Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>): $15,000 to $50,000</li>
<li>Applied Materials Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>): $15,000 to $50,000</li>
<li>CSX Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>): $15,000 to $50,000</li>
<li>Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>): $50,000 to $100,000</li>
<li>ConocoPhillips (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COP#NYSE">COP</a>): $15,000 to $50,000</li>
<li>LPL Financial Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>): $15,000 to $50,000</li>
<li>L3 Harris Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>): $15,000 to $50,000</li>
<li>Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>): $15,000 to $50,000</li>
<li>Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>): $15,000 to $50,000</li>
<li>Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>): $15,000 to $50,000</li>
<li>Valero Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>): $50,000 to $100,000</li>
<li>Zoetis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZTS#NYSE">ZTS</a>): $50,000 to $100,000</li>
</ul>
In the same disclosure, Mullin also reported selling $500,000 to $1 million worth of SPDR S&amp;P 500 ETF Trust.
He reportedly bought between $285,000 and $750,000 in new stock positions, along with total transactions ranging from $785,000 to $1.75 million.
One of the most active stock traders in the Senate, Benzinga shows 325 trades worth $8.47 million, and Quiver Quant <a href="https://www.quiverquant.com/congresstrading/politician/Markwayne%20Mullin-M001190">shows </a>$15.5 million in trades from Mullin in recent years.
His net worth is listed by Quiver Quant at $65.7 million, with part of the wealth coming from selling businesses before becoming a Congressman from 2013 to 2023 and later a Senator since 2023.
The Senator's purchase of L3 Harris Technologies could raise red flags, given that it is a large defense stock and Mullin <a href="https://www.senate.gov/general/committee_assignments/assignments.htm#MullinOK">sits </a>on the Committee on Armed Services.
The purchase of oil stocks also involves Mullin, who belongs to the Subcommittee on the Department of Interior, Environment, and Related Agencies.
The Republican senator is on numerous committees and could have inside information about government policy and contracts while making his stock transactions.
Mullin denied past conflicts of interest when he owned shares of Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and was set to vote on a potential TikTok ban, which could help Meta.
Check This Out:
<ul class="wp-block-list">
<li>Lawmakers Are Making Huge Investments In 2025. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent061225">See What They&#8217;re Buying And Selling With Our Easy-to-Use Tool</a></li>
</ul>
Why It's Important: Mullin's latest trades come as a call to ban members of Congress from buying and selling stocks and options is gaining support.
Sen. Josh Hawley (R-Mo.)<a href="https://www.benzinga.com/politics/25/04/45077654/bill-named-after-nancy-pelosi-could-ban-congress-members-from-trading-stocks-what-you-need-to-know-about-the-pelosi-act" target="_blank" rel="noreferrer noopener"> introduced the</a> Preventing Elected Leaders from Owning Securities and Investments Act, or PELOSI Act, based on the first letter of each of the main words. The name takes aim at Congresswoman and former Speaker of the House Nancy Pelosi (D-Calif.).
Pelosi, whose husband is a frequent stock trader and venture capitalist, likely doesn&#8217;t support the bill that would limit her husband's transactions while she&#8217;s in office.
Speaker of the House Mike Johnson (R-La.), also in <a href="https://www.benzinga.com/politics/25/05/45449720/speaker-johnson-backs-congressional-stock-trading-ban-ruined-by-a-few-bad-actors">favor of a ban</a>, said there is zero tolerance for &#8220;anything resembling insider trading.&#8221;
President Donald Trump recently said he would support such a ban and that he would sign the bill if Congress passed it
"Well, I watched Nancy Pelosi get rich through insider information, and I would be okay with it. If they send it to me, I would do it," Trump told TIME.
Benzinga<a href="https://www.benzinga.com/trading-ideas/25/05/45552223/exclusive-congress-trading-ban-sees-huge-support-in-reader-poll-heres-the-percent-that-say-let-them-keep-trading-stocks"> recently polled readers</a> to see where they stand on a potential ban on Congress trading.
&#8220;Should members of Congress be allowed to buy and sell stocks, options and ETFs?&#8221; Benzinga asked.
These were the results:
<ul class="wp-block-list">
<li>They should not be allowed to trade stocks, options or ETFs:&nbsp;43%</li>
<li>They should be allowed to trade as long as they report within 24 hours:&nbsp;24%</li>
<li>They should only be allowed to trade ETFs and mutual funds:&nbsp;14%</li>
<li>They should be allowed to trade as long as they report in 45 days: 11%</li>
<li>They should only be allowed to trade stocks: 8%</li>
</ul>
The poll found that 43% of readers support an outright ban on members of Congress being able to trade stocks, options, or ETFs. Eleven percent voted that the current rules should be left alone with a 45-day disclosure window.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip">Marjorie Taylor Greene Brushes Off Stock Buying Criticism, Says Portfolio Manager &#8216;Bought The Dip&#8217;</a></li>
</ul>
Photo: Shutterstock

Politics

ADBE

AMAT

LRCX

GOP Senator On Armed Services Committee Buys This Defense Stock In Potential Conflict Of Interest

Barclays analyst Benjamin Budish maintains LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) with a Overweight and raises the price target from $400 to $450.

Barclays Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $450

Redburn Atlantic analyst Charles Bendit upgrades LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) from Neutral to Buy and raises the price target from $420 to $460.

Upgrades

Redburn Atlantic Upgrades LPL Finl Hldgs to Buy, Raises Price Target to $460

Providing a diverse range of perspectives from bullish to bearish, 8 analysts have published ratings on LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) in the last three months.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">6</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated LPL Finl Hldgs and provided 12-month price targets. The average target is $402.12, accompanied by a high estimate of $450.00 and a low estimate of $342.00. This current average has increased by 1.04% from the previous average price target of $398.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1749477672_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
The perception of LPL Finl Hldgs by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Christopher Allen</td>
<td>Citigroup</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$400.00</td>
<td>$400.00</td>
</tr>
<tr>
<td>Michael Cyprys</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$450.00</td>
<td>$330.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$400.00</td>
<td>$365.00</td>
</tr>
<tr>
<td>Devin Ryan</td>
<td>JMP Securities</td>
<td>Raises</td>
<td>Market Outperform</td>
<td>$440.00</td>
<td>$420.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$342.00</td>
<td>$405.00</td>
</tr>
<tr>
<td>Devin Ryan</td>
<td>JMP Securities</td>
<td>Lowers</td>
<td>Market Outperform</td>
<td>$420.00</td>
<td>$435.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$365.00</td>
<td>$414.00</td>
</tr>
<tr>
<td>Christopher Allen</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$400.00</td>
<td>$415.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to LPL Finl Hldgs. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of LPL Finl Hldgs compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for LPL Finl Hldgs's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of LPL Finl Hldgs's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/LPLA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on LPL Finl Hldgs analyst ratings.</a>
<h2>Discovering LPL Finl Hldgs: A Closer Look</h2>
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2024, the company had over 29,000 advisors on its platform managing $1.7 trillion of client assets. The company doesn't have material operations outside the United States.
<h3>Key Indicators: LPL Finl Hldgs's Financial Health</h3>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
Positive Revenue Trend: Examining LPL Finl Hldgs's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 29.56% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. When compared to others in the Financials sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: LPL Finl Hldgs's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 8.68%, the company may face hurdles in effective cost management.
Return on Equity (ROE): LPL Finl Hldgs's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 10.52% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): LPL Finl Hldgs's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.34%, the company showcases efficient use of assets and strong financial health.
Debt Management: LPL Finl Hldgs's debt-to-equity ratio is below the industry average at 1.91, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>What Are Analyst Ratings?</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Demystifying LPL Finl Hldgs: Insights From 8 Analyst Reviews

Citigroup analyst Christopher Allen downgrades LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) from Buy to Neutral and maintains the price target from $400 to $400.

Citigroup Downgrades LPL Finl Hldgs to Neutral, Maintains Price Target to $400

LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) has outperformed the market over the past 10 years by 12.54% on an annualized basis producing an average annual return of 23.51%. Currently, LPL Finl Hldgs has a market capitalization of $31.11 billion. 
Buying $1000 In LPLA: If an investor had bought $1000 of LPLA stock 10 years ago, it would be worth $8,223.26 today based on a price of $388.96 for LPLA at the time of writing.
<h3>LPL Finl Hldgs's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749252614_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning LPL Finl Hldgs Stock In The Last 10 Years

WIIM

CNCK

DAVE

DOMH

ERIE

EWBC

GSIW

HIPO

HOOD

IBKR

ILLR

JFIN

KSPI

NCPL

OXBR

ROOT

UPST

Shares of financial companies are trading higher, supported by broad market strength, after better-than-expected nonfarm payrolls data eased concerns about an imminent economic slowdown.

LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) underwent analysis by 7 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $402.43, along with a high estimate of $450.00 and a low estimate of $342.00. Observing a 1.19% increase, the current average has risen from the previous average price target of $397.71. 
<img src="https://www.benzinga.com/files/images/story/2025/1747857655_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The perception of LPL Finl Hldgs by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Michael Cyprys</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$450.00</td>
<td>$330.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$400.00</td>
<td>$365.00</td>
</tr>
<tr>
<td>Devin Ryan</td>
<td>JMP Securities</td>
<td>Raises</td>
<td>Market Outperform</td>
<td>$440.00</td>
<td>$420.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$342.00</td>
<td>$405.00</td>
</tr>
<tr>
<td>Devin Ryan</td>
<td>JMP Securities</td>
<td>Lowers</td>
<td>Market Outperform</td>
<td>$420.00</td>
<td>$435.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$365.00</td>
<td>$414.00</td>
</tr>
<tr>
<td>Christopher Allen</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$400.00</td>
<td>$415.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to LPL Finl Hldgs. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of LPL Finl Hldgs compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for LPL Finl Hldgs's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
To gain a panoramic view of LPL Finl Hldgs's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/LPLA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on LPL Finl Hldgs analyst ratings.</a>
<h2>Unveiling the Story Behind LPL Finl Hldgs</h2>
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2024, the company had over 29,000 advisors on its platform managing $1.7 trillion of client assets. The company doesn't have material operations outside the United States.
<h3>Breaking Down LPL Finl Hldgs's Financial Performance</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: LPL Finl Hldgs's remarkable performance in 3M is evident. As of 31 March, 2025, the company achieved an impressive revenue growth rate of 29.56%. This signifies a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Financials sector.
Net Margin: LPL Finl Hldgs's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 8.68%, the company may face hurdles in effective cost management.
Return on Equity (ROE): LPL Finl Hldgs's ROE stands out, surpassing industry averages. With an impressive ROE of 10.52%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): LPL Finl Hldgs's ROA stands out, surpassing industry averages. With an impressive ROA of 2.34%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: With a below-average debt-to-equity ratio of 1.91, LPL Finl Hldgs adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>How Are Analyst Ratings Determined?</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Beyond The Numbers: 7 Analysts Discuss LPL Finl Hldgs Stock

Morgan Stanley analyst Michael Cyprys maintains LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) with a Overweight and raises the price target from $330 to $450.

Morgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $450

LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) has outperformed the market over the past 10 years by 13.86% on an annualized basis producing an average annual return of 24.54%. Currently, LPL Finl Hldgs has a market capitalization of $30.64 billion. 
Buying $1000 In LPLA: If an investor had bought $1000 of LPLA stock 10 years ago, it would be worth $8,974.10 today based on a price of $383.09 for LPLA at the time of writing.
<h3>LPL Finl Hldgs's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747231215_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Barclays analyst Benjamin Budish maintains LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) with a Overweight and raises the price target from $365 to $400.

Barclays Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $400

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