LPL Financial is a financial services company that provides investment and wealth management solutions. Its core products include brokerage services, advisory services, and technology platforms for financial advisors. Major business segments encompass retail brokerage, advisory services, and institutional services. The primary revenue sources are commissions, advisory fees, and asset management fees.
The investment profile of LPL Financial is more aligned with value investors due to its stable revenue growth and moderate dividend yield. The stock may appeal to those seeking a balanced approach, given its potential for capital appreciation alongside income generation. However, the elevated risk factors suggest caution for less experienced investors.
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-06-11 05:22 | Sell | Hold | Mixed performance; cautious outlook amid market volatility. |
| 2026-06-03 02:46 | Hold | Sell | Weak momentum and high risk overshadow potential upside. |
| 2026-05-20 02:49 | Sell | Hold | Negative momentum and high risk overshadow fundamentals. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-05-01 09:30 | Barclays | Target Raised | 369 → 412 | 334.13 |
| 2026-04-10 10:44 | Morgan Stanley | Target Lowered | 447 → 374 | 307.9368 |
| 2026-02-03 10:39 | UBS | Target Raised | 475 → 500 | 376.33 |
