Analysis of LPL Financial Holdings Inc (LPLA)’s performance, earnings and valuation

At the time of writing, LPL Financial Holdings Inc [LPLA] stock is trading at $362.02, up 1.07%. In order to assess the stock’s recent performance, you can check whether its short-term value is rising or falling. The LPLA shares have gain 1.47% over the last week, with a monthly amount glided 7.77%, and seem to be holding up well over a long-time horizon.

From an analyst’s perspective:

LPL Financial Holdings Inc [NASDAQ: LPLA] stock has seen the most recent analyst activity on January 07, 2025, when JP Morgan upgraded its rating to a Overweight and also boosted its price target to $397 from $288. Previously, UBS upgraded its rating to Buy on January 06, 2025, and kept the price target unchanged to $390. On December 19, 2024, upgrade upgraded it’s rating to Buy and revised its price target to $413 on the stock. Wells Fargo upgraded its rating to a Overweight and increased its price target to $285 on October 09, 2024. Wells Fargo initiated its recommendation with a Equal Weight and recommended $235 as its price target on September 12, 2024. BofA Securities upgraded its rating to Buy for this stock on July 30, 2024, but kept the price target unchanged to $268. In a note dated April 09, 2024, Morgan Stanley upgraded an Overweight rating on this stock and boosted its target price from $254 to $315.

For the past year, the stock price of LPL Financial Holdings Inc fluctuated between $187.19 and $361.63. Currently, Wall Street analysts expect the stock to reach $300.75 within the next 12 months. LPL Financial Holdings Inc [NASDAQ: LPLA] shares were valued at $362.02 at the most recent close of the market. An investor can expect a potential drop of -16.92% based on the average LPLA price forecast.

Analyzing the LPLA fundamentals

According to LPL Financial Holdings Inc [NASDAQ:LPLA], the company’s sales were 11.52B for trailing twelve months, which represents an 23.23% jump. Gross Profit Margin for this corporation currently stands at 0.32% with Operating Profit Margin at 0.17%, Pretax Profit Margin comes in at 0.12%, and Net Profit Margin reading is 0.09%. To continue investigating profitability, this company’s Return on Assets is posted at 0.08, Equity is 0.42 and Total Capital is 0.23. An extended analysis of the company’s primary financial structure reveals a debt-to-equity ratio of1.69.

Before buying any particular stock, readers tend to pay close attention to the indicators that support and create resistance. The company’s stock is currently sitting at 355.33 points at the first support level, and at 348.63 for the second support level. However, for the 1st resistance point, the stock is sitting at 367.36, and for the 2nd resistance point, it is at 372.69.

Ratios To Look Out For

Considering the valuation of this stock, the price to sales ratio is 2.35, the price to book ratio is 9.77 and price to earnings (TTM) ratio is 27.23.

Transactions by insiders

Recent insider trading involved Arnold Dan H., Former Officer and Director, that happened on Dec 19 ’24 when 47894.0 shares were purchased. Former Officer, Arnold Dan H. completed a deal on Dec 18 ’24 to buy 100.0 shares. Meanwhile, Managing Director Jambusaria Aneri sold 305.0 shares on Dec 05 ’24.

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