Goldman resumed coverage on LPL Financial with a new price target
$LPLA
Investment Bankers/Brokers/Service
Finance
Goldman resumed coverage of LPL Financial with a rating of Buy and set a new price target of $405.00
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| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 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 |
| 1/7/2025 | $288.00 → $397.00 | Neutral → Overweight | Analyst |
SAN DIEGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), today released its monthly activity report for October 2025. Total advisory and brokerage assets at the end of October were $2.35 trillion, an increase of $36.6 billion, or 1.6%, compared to the end of September 2025. Total organic net new assets for October were $7.3 billion, translating to a 3.8% annualized growth rate. This included $0.7 billion of assets from First Horizon Bank that onboarded in October, and $0.5 billion of assets that off-boarded as part of the previously disclosed planned separation from misaligned large OSJs. Prior to these impacts, organic net new assets were $
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
LPL Financial Joins Merchant in Minority Ownership of Private Advisor Group, Strengthening Strategic Alignment MORRISTOWN, N.J., Nov. 19, 2025 /PRNewswire/ -- Private Advisor Group, a leading financial services firm and LPL Financial Holdings Inc. (NASDAQ:LPLA) (together with its subsidiaries, including LPL Financial LLC, "LPL Financial" or "LPL") announced today LPL's acquisition of a minority ownership stake in Private Advisor Group. This agreement will deepen Private Advisor Group's alignment with one of the fastest-growing wealth management firms in the U.S., enabling the firm to fuel innovation and accelerate advisor growth and engagement. As part of this effort, the firms will expand
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
Rothschild & Co Redburn downgraded LPL Financial from Buy to Neutral and set a new price target of $390.00
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
10-Q - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
DFAN14A - LPL Financial Holdings Inc. (0001397911) (Filed by)
Longstanding firm selects Commonwealth for elevated service and personalized support. Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, has added Vahanian & Associates Financial Planning Inc. to its independent advisor network. The team, based in Saratoga Springs, New York, oversees nearly $230 million in client assets¹ and joins from Osaic. Led by Jeffrey Vahanian, CFP®, president, CEO, and financial advisor; Bonnie Boyce, MBA, CFP®, vice president, chief financial officer, and chief compliance officer; and Cameron Corsi, vice president, chief strategy officer, and wealth advisor, Vahanian delivers fi
Firm executes Leaders Strategy™ partnership with former LPL Financial CEO Mark Casady, who joins company as Executive Chairman CHICAGO, Sept. 10, 2025 /PRNewswire/ -- GTCR, a leading private equity firm, announced today that it has closed the previously announced acquisition of FMG Suite ("FMG" or "the Company"), a leading provider of advisor-led marketing automation software to financial advisors and insurance agents, from Aurora Capital Partners. As part of the Leaders Strategy™ investment approach, Mark Casady, former Chairman and CEO of LPL Financial (NASDAQ:LPLA), will jo
SAN DIEGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the appointment of Emily Field as group managing director and chief people officer. In this role, Field joins the firm's Management Committee and will lead the Human Resources function, overseeing talent strategy and employee experience for over 9,000 employees. Field brings deep expertise in organizational performance and workforce transformation, having previously served as a partner at McKinsey & Company in its People and Organizational Performance Practice. There, she led enterprise-scale transformations for global institutions, focusing on operating model redesign, talent
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)
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
SAN DIEGO, Oct. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report third quarter financial results after the market closes on Thursday, October 30. 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 i