Stock of LPL Financial Holdings Inc (LPLA) performance and profitability takes another direction

Abby Carey

At the time of writing, LPL Financial Holdings Inc [LPLA] stock is trading at $373.38, down -0.24%. 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 4.96% over the last week, with a monthly amount glided 7.23%, and seem to be holding up well over a long-time horizon.

From an analyst’s perspective:

Previously, Raymond James upgraded its rating to Mkt Perform on October 09, 2025. On October 03, 2025, BMO Capital Markets initiated with an Outperform rating and assigned a price target of $365 on the stock. Rothschild & Co Redburn downgraded its rating to a Neutral but stick to its price target of $390 on September 19, 2025. Citigroup downgraded its rating to Sell for this stock on July 09, 2025, but kept the price target unchanged to $80. In a note dated June 09, 2025, Redburn Atlantic upgraded a Buy rating on this stock but restated the target price of $460.

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 $440.4 within the next 12 months. LPL Financial Holdings Inc [NASDAQ: LPLA] shares were valued at $373.38 at the most recent close of the market. An investor can expect a potential return of 17.95% 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 0.43% with Operating Profit Margin at 0.33%, 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 0.37. Upon thorough examination of the company’s fundamental financial framework, it becomes apparent that the debt-to-equity ratio stands at 1.53.

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 371.92 points at the first support level, and at 370.45 for the second support level. However, for the 1st resistance point, the stock is sitting at 375.51, and for the 2nd resistance point, it is at 377.63.

Ratios To Look Out For

It is important to note that LPL Financial Holdings Inc [NASDAQ:LPLA] has a current ratio of 2.23. In addition, the Quick Ratio stands at 2.23 and the Cash Ratio stands at 0.34. Considering the valuation of this stock, the price to sales ratio is 1.92, the price to book ratio is 5.93 and price to earnings (TTM) ratio is 34.36.

Transactions by insiders

Recent insider trading involved Steinmeier Richard, Chief Executive Officer, that happened on Dec 05 ’25 when 5058.0 shares were sold. Group Managing Director, Gates Greg completed a deal on Dec 05 ’25 to sell 750.0 shares. Meanwhile, Officer Steinmeier Richard bought 5058.0 shares on Dec 05 ’25.

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