LPL Financial Holdings Inc (LPLA) Stock Short-term Performance Analysis

LPL Financial Holdings Inc [LPLA] stock is trading at $387.55, up 1.66%. An important factor to consider is whether the stock is rising or falling in short-term value. The LPLA shares have gain 2.54% over the last week, with a monthly amount glided 21.37%, 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.

LPL Financial Holdings Inc [LPLA] stock has fluctuated between $187.19 and $390.23 over the past year. Currently, Wall Street analysts expect the stock to reach $379 within the next 12 months. LPL Financial Holdings Inc [NASDAQ: LPLA] shares were valued at $387.55 at the most recent close of the market. An investor can expect a potential drop of -2.21% based on the average LPLA price forecast.

Analyzing the LPLA fundamentals

LPL Financial Holdings Inc [NASDAQ:LPLA] reported sales of 13.22B for the trailing twelve months, which represents a growth of 29.56%. Gross Profit Margin for this corporation currently stands at 0.47% with Operating Profit Margin at 0.11%, Pretax Profit Margin comes in at 0.11%, and Net Profit Margin reading is 0.08%. To continue investigating profitability, this company’s Return on Assets is posted at 0.08, Equity is 0.38 and Total Capital is 0.11.

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 382.76 points at the first support level, and at 377.96 for the second support level. However, for the 1st resistance point, the stock is sitting at 389.96, and for the 2nd resistance point, it is at 392.37.

Ratios To Look Out For

Considering the valuation of this stock, the price to sales ratio is 2.34, the price to book ratio is 9.25 and price to earnings (TTM) ratio is 26.82.

Transactions by insiders

Recent insider trading involved Jambusaria Aneri, Managing Director, that happened on Mar 14 ’25 when 80.0 shares were sold. Officer, Jambusaria Aneri completed a deal on Mar 14 ’25 to buy 80.0 shares. Meanwhile, Managing Director Cohen Marc Eliot sold 1100.0 shares on Feb 26 ’25.

Related Posts

MZP News
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.