LPLA LPL Financial Holdings Inc. — earnings, filings & institutional moves

Price chart

Daily historical data with per-account defaults

Latest close

$288.49

Period return

-80.01 (-21.71%)

Volume

1.1M

2026-06-05O $291.93 H $292.52 L $286.52 C $288.49MA5 $282.11MA20 $286.53MA60 $302.07MA120 $326.94

6M · 124 barsYahoo Finance · USD2025-12-08 → 2026-06-05

Recent event timeline

Filings, earnings, research, and institutional changes — newest first

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2024. 10. 17.LowBUY2 years ago
Morgan Stanley: Overweight
US analyst rating / recommendation change.
2024. 10. 10.LowBUY2 years ago
JMP Securities: Market Outperform
US analyst rating / recommendation change.
2024. 10. 09.MediumBUY2 years ago
Wells Fargo: Overweight
US analyst rating / recommendation change.

Recent earnings

Consensus vs. actual, and revenue trend

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Research actions

Consensus PT $416.5 · 14 analysts

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AI Brief (Premium)

Automated summary from public sources · not investment advice

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Top institutions (13F)

Ranked by position value

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Company info

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

2024. 10. 09.LowHOLD2 years ago

UBS: Neutral