Raymond James upgraded LPL Financial from Underperform to Mkt Perform
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| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 4/8/2026 | $350.00 | Outperform | Keefe Bruyette |
| 4/8/2026 | $380.00 | Neutral → Buy | UBS |
| 12/11/2025 | $406.00 | Neutral | UBS |
| 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 |
SAN DIEGO, May 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Steve Schott, MBA, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Schott reported serving approximately $240 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment. Based in Prescott, Ariz., Steve Schott is the owner and CEO of Schott Financial Management, a third-generation business celebrating its 40th year serving clients. Schott has been with the firm since 2012 and purchased the business six years ago, continuing its longstanding tradition of helping individuals and families navigate their financia
SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the William Blair Growth Stock Conference on June 3.The presentation takes place at 9:40 a.m. ET. A live audio webcast of the presentation will be accessible at investor.lpl.com, with a replay available on the website after the presentation. Contacts Investor Relationsinvestor.relations@lplfinancial.com Media Relationsmedia.relations@lplfinancial.com 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 the financial advisor-mediated marketplace, LPL supports
SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Michael Stevenson, David Johnson and Nikko Gronhovd, CFP® of Soundview Wealth Management, LLC, have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from D.A. Davidson. The team serves a diverse client base that spans multiple generations, working with individuals and families at all stages of their financial lives. From helping families navigate wealth transitions to guiding younger clients as they begin investing, the team is committed to
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
4 - LPL Financial Holdings Inc. (0001397911) (Issuer)
Keefe Bruyette resumed coverage of LPL Financial with a rating of Outperform and set a new price target of $350.00
UBS upgraded LPL Financial from Neutral to Buy and set a new price target of $380.00
UBS resumed coverage of LPL Financial with a rating of Neutral and set a new price target of $406.00
8-K - LPL Financial Holdings Inc. (0001397911) (Filer)
SCHEDULE 13G - LPL Financial Holdings Inc. (0001397911) (Subject)
10-Q - LPL Financial Holdings Inc. (0001397911) (Filer)
SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA), aligned with Lighthouse Private Wealth, an existing firm supporting LPL-affiliated advisors. He reports serving approximately $200 million in advisory, brokerage and retirement plan assets and joins LPL from StoneX. Dworetsky brings 45 years of industry experience, beginning his career in accounting before transitioning into wealth management. His practice centers on long-term planning, multigenerational client relationships and personalized portfolio management for professionals, bus
SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Richmond, Va., Wealth Innovations is led by industry veteran Jim LaNeave, who brings nearly four decades of leadership and financial planning experience, alongside Marian Crawford, CFP®, and Samuel LaNeave. The team also includes Ashley LaNeave, Jeffery Brallier, Diane Norris and Janyce LaNeave. Together, they serve clients primarily a
SAN DIEGO, Jan. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role, Davidovici will lead LPL's Corporate Strategy team, partnering across the organization to define long-term vision, shape strategic priorities, evaluate growth opportunities and position LPL for sustainable success. Davidovici brings more than 20 years of experience driving transformation and growth across the financial services industry. Most recently, he served as principal and general partner at Edward Jones, where he led client and branch experience management and impleme
Key Financial Results Net income was $356 million, translating to diluted earnings per share ("EPS") of $4.43, up 4% from a year ago Adjusted EPS* increased 9% year-over-year to $5.60 Gross profit* increased 25% year-over-year to $1,593 millionCore G&A* increased 29% year-over-year to $532 millionAdjusted pre-tax income* increased 20% year-over-year to $613 million Key Business Results Total client assets increased 30% year-over-year to $2.3 trillion Advisory assets increased 42% year-over-year to $1.4 trillionAdvisory assets as a percentage of total client assets increased to 59.5%, up from 54.5% a year ago Total organic net new assets were $21 billion, repre
SAN DIEGO, April 09, 2026 (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, April 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 Relationsinvestor.relations@lplfinancial.com Media Relationsmedia.relations@lplfinancial.com About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S. As a leader
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ:LPLA) (the "Company"), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 29. 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 Relationsinvestor.relations@lplfinancial.com Media Relationsmedia.relations@lplfinancial.com About LPL Financial LPL Financial Holdings Inc. (NASDAQ:LPLA) is among the fastest growing wealth management firms in the U.S
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)