Currently, LPL Financial Holdings Inc [LPLA] is trading at $373.05, down -0.51%. 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 5.35% over the last week, with a monthly amount drifted -3.64%, and not 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 June 09, 2025, when Redburn Atlantic upgraded its rating to a Buy but kept the price target unchanged to $460 for it. Previously, Citigroup downgraded its rating to Neutral on June 09, 2025, and kept the price target unchanged to $400. On January 07, 2025, upgrade upgraded it’s rating to Overweight and revised its price target to $397 on the stock. UBS upgraded its rating to a Buy but stick to its price target of $390 on January 06, 2025. TD Cowen upgraded its rating to a Buy and raised its price target to $413 on December 19, 2024. Wells Fargo upgraded its rating to Overweight for this stock on October 09, 2024, and upped its price target to $285. In a note dated September 12, 2024, Wells Fargo initiated an Equal Weight rating and provided a target price of $235 on this stock.
This stock has fluctuated between a low of $187.19 and a high of $390.23 over the last 52 weeks. 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 $373.05 at the most recent close of the market. An investor can expect a potential return of 1.59% based on the average LPLA price forecast.
Analyzing the LPLA fundamentals
Trailing Twelve Months sales for LPL Financial Holdings Inc [NASDAQ:LPLA] were 13.22B which represents 29.56% growth. 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 365.17 points at the first support level, and at 357.29 for the second support level. However, for the 1st resistance point, the stock is sitting at 379.70, and for the 2nd resistance point, it is at 386.36.
Ratios To Look Out For
To put it in perspective, the Current Ratio for LPL Financial Holdings Inc [NASDAQ:LPLA] is 2.02. In addition, the Quick Ratio stands at 2.02. Considering the valuation of this stock, the price to sales ratio is 2.26, the price to book ratio is 8.91 and price to earnings (TTM) ratio is 25.82.
Transactions by insiders
Recent insider trading involved Gates Greg, Group Managing Director, that happened on Jun 05 ’25 when 1500.0 shares were sold. Officer, Gates Greg completed a deal on Jun 05 ’25 to buy 1500.0 shares. Meanwhile, Group Managing Director Jambusaria Aneri sold 80.0 shares on Jun 02 ’25.
