At the time of writing, LPL Financial Holdings Inc [LPLA] stock is trading at $390.67, up 1.46%. Until recently, the best way to gauge how the stock has performed was to look at its short-term value. The LPLA shares have gain 4.36% over the last week, with a monthly amount glided 7.04%, 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 July 09, 2025, when Citigroup downgraded its rating to a Sell but kept the price target unchanged to $80 for it. Previously, Redburn Atlantic upgraded its rating to Buy on June 09, 2025, and kept the price target unchanged to $460. On June 09, 2025, downgrade downgraded it’s rating to Neutral but maintained its price target of $400 on the stock. JP Morgan upgraded its rating to a Overweight and increased its price target to $397 on January 07, 2025. UBS upgraded its rating to a Buy but $390 remained the price target by the analyst firm on January 06, 2025. TD Cowen upgraded its rating to Buy for this stock on December 19, 2024, and upped its price target to $413. In a note dated October 09, 2024, Wells Fargo upgraded an Overweight rating on this stock and boosted its target price from $235 to $285.
For the past year, the stock price of LPL Financial Holdings Inc fluctuated between $187.19 and $396.25. Currently, Wall Street analysts expect the stock to reach $289.67 within the next 12 months. LPL Financial Holdings Inc [NASDAQ: LPLA] shares were valued at $390.67 at the most recent close of the market. An investor can expect a potential drop of -25.85% based on the average LPLA price forecast.
Analyzing the LPLA fundamentals
According to LPL Financial Holdings Inc [NASDAQ:LPLA], the company’s sales were 13.22B for trailing twelve months, which represents an 29.56% jump. 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 386.23 points at the first support level, and at 381.79 for the second support level. However, for the 1st resistance point, the stock is sitting at 393.31, and for the 2nd resistance point, it is at 395.95.
Ratios To Look Out For
It is important to note that LPL Financial Holdings Inc [NASDAQ:LPLA] has a current ratio of 2.02. As well, the Quick Ratio is 2.02. Considering the valuation of this stock, the price to sales ratio is 2.36, the price to book ratio is 9.33 and price to earnings (TTM) ratio is 27.04.
Transactions by insiders
Recent insider trading involved Gates Greg, Group Managing Director, that happened on Jul 03 ’25 when 1500.0 shares were sold. Officer, Gates Greg completed a deal on Jul 03 ’25 to buy 1500.0 shares. Meanwhile, Group Managing Director Gates Greg sold 1500.0 shares on Jun 05 ’25.
