Key Takeaways from LPL Financial Holdings Inc (LPLA)’s Recent Sales and Margin Figures

Ulysses Smith

At the time of writing, LPL Financial Holdings Inc [LPLA] stock is trading at $342.86, down -3.79%. It is a good measure of the stock’s recent performance to check whether the stock’s short-term value is rising or falling. The LPLA shares have lost -7.94% over the last week, with a monthly amount glided 1.08%, 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 October 09, 2025, when Raymond James upgraded its rating to a Mkt Perform. Previously, BMO Capital Markets started tracking the stock with Outperform rating on October 03, 2025, and set its price target to $365. On September 19, 2025, downgrade downgraded it’s rating to Neutral but maintained its price target of $390 on the stock. Citigroup downgraded its rating to a Sell but $80 remained the price target by the analyst firm on July 09, 2025. Redburn Atlantic upgraded its rating to Buy for this stock on June 09, 2025, but kept the price target unchanged to $460. In a note dated June 09, 2025, Citigroup downgraded a Neutral rating on this stock but restated the target price of $400.

For the past year, the stock price of LPL Financial Holdings Inc fluctuated between $262.83 and $403.58. Currently, Wall Street analysts expect the stock to reach $446.6 within the next 12 months. LPL Financial Holdings Inc [NASDAQ: LPLA] shares were valued at $342.86 at the most recent close of the market. An investor can expect a potential return of 30.26% based on the average LPLA price forecast.

Analyzing the LPLA fundamentals

According to LPL Financial Holdings Inc [NASDAQ:LPLA], the company’s sales were 15.57B for trailing twelve months, which represents an 46.44% jump. Gross Profit Margin for this corporation currently stands at 0.76% with Operating Profit Margin at 0.14%, Pretax Profit Margin comes in at 0.07%, and Net Profit Margin reading is 0.05%. To continue investigating profitability, this company’s Return on Assets is posted at 0.05, Equity is 0.21 and Total Capital is 0.15. An extended analysis of the company’s primary financial structure reveals a debt-to-equity ratio of1.62.

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 334.29 points at the first support level, and at 325.73 for the second support level. However, for the 1st resistance point, the stock is sitting at 357.90, and for the 2nd resistance point, it is at 372.95.

Ratios To Look Out For

It is important to note that LPL Financial Holdings Inc [NASDAQ:LPLA] has a current ratio of 2.23. Further, the Quick Ratio stands at 2.23, while the Cash Ratio is 0.41. Considering the valuation of this stock, the price to sales ratio is 1.76, the price to book ratio is 5.44 and price to earnings (TTM) ratio is 31.55.

Transactions by insiders

Recent insider trading involved Gates Greg, Group Managing Director, that happened on Nov 05 ’25 when 1500.0 shares were sold. Officer, Gates Greg completed a deal on Nov 05 ’25 to buy 1500.0 shares. Meanwhile, Group Managing Director Gates Greg sold 750.0 shares on Oct 06 ’25.

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