SEC Form SC 13G/A filed by LPL Financial Holdings Inc. (Amendment)
$LPLA
Investment Bankers/Brokers/Service
Finance
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| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 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 |
| 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 |
Citigroup downgraded LPL Financial from Neutral to Sell and set a new price target of $80.00
Citigroup downgraded LPL Financial from Buy to Neutral and set a new price target of $400.00
Redburn Atlantic upgraded LPL Financial from Neutral to Buy and set a new price target of $460.00
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC ("LPL Financial"), a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), today released its monthly activity report for July 2025. Total advisory and brokerage assets at the end of July were $1.94 trillion, an increase of $20.2 billion, or 1.1%, compared to the end of June 2025. Total organic net new assets for July were $5.4 billion, translating to a 3.4% annualized growth rate. This included $1.8 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 $7.2 billion, translating t
SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors Jenna Vitosh and Natalia Paige have joined forces to launch Chloey Wealth with LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* Vitosh joins LPL from Edward Jones and Paige from New York Life. Based in Lincoln, Neb., the team has 20 years of experience. Vitosh is a second-generation financial advisor who has a passion for helping people. Paige started out in the medical field but discovered her passion for financial planning after becoming the head of her family's fin
SAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Zarra Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $270 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based on Long Island, in Westbury, NY, the team consists of Christopher Zarra, CFP®, CHFC®, CFS®, James Kelly CFP®, APMA™ and Michele Welch, CFP®. They bring 48 years of collective financial industry experience focusing on families, pre-retiree and retiree clients. The team in particular prides itself on achieving the rigorous CFP® designation and prov
SCHEDULE 13G/A - LPL Financial Holdings Inc. (0001397911) (Subject)
10-Q - LPL Financial Holdings Inc. (0001397911) (Filer)
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
Key Financial Results: Net Income was $273 million, translating to diluted earnings per share ("EPS") of $3.40, up 5% from a year agoAdjusted EPS* increased 16% year-over-year to $4.51 Gross profit* increased 21% year-over-year to $1,304 millionCore G&A* increased 15% year-over-year to $426 millionAdjusted pre-tax income* increased 23% year-over-year to $490 million Key Business Results: Total advisory and brokerage assets increased 28% year-over-year to $1.9 trillion Advisory assets increased 28% year-over-year to $1.1 trillionAdvisory assets as a percentage of total assets decreased to 55.3%, down from 55.4% a year ago Total organic net new assets were $21 billion, representing 5% annu
SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report second quarter financial results after the market closes on Thursday, July 31. 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
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
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
SAN DIEGO, June 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In this role, Holtschlag will lead the company's banking and lending initiatives to drive growth and enhance the full-service experience for both advisors and investors. His team will be responsible for the strategy, design, development, execution and delivery of LPL's suite of solutions, including cash management accounts (CMA), credit cards and secured credit lending. LPL's strategic focus on developing state-of-the-art banking and lending solutions makes it easier for advisors to provide comprehensive service
SAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matthew Sweeney, CFP®, John Folsom and Tanner Carter, CFP®, have launched a new independent practice, EverMark Investment Partners ("EverMark"), through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $425 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego, Folsom and Sweeney have collaborated since 1996 and bring a combined seven decades of financial industry experience to the practice. Carter, who entered the financial industry in 2019, completes the team. Together
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)