Ticker: LPLA

LPL Financial

Finance Financials Financial - Capital Markets

Price 318.10

Reco Hold Potential 55 Risk 65 Updated 2026-10-25

Official website

Forecast impact

negative

Target +12.2% target fill 89.2%

Reaction D5 -1.06% · D10 +0.17% market trust

Impact Potential -4 · Risk +3 valid until 2026-11-12

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

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.

Investment Profile

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.

Category: Finance Sector: Financials Industry: Financial - Capital Markets Investment style: Growth Horizon: Medium-term Company type: Blue Chip Company type: Large Cap

Fundamental metrics (experimental) Updated: 2026-10-25

EPS (TTM) — earnings per share for the last 12 months, $: 12.59
Revenue QoQ — quarter-over-quarter revenue growth: 5.0%
EPS surprise: 8.3%
20d volatility: 1.6%
Dividend yield: 0.4%
last ex-date: 2026-08-14

AI recommendation changes

Date	Before	After	Reason
2026-10-21	Sell	Hold	Solid fundamentals, but mixed momentum signals present uncertainty.
2026-10-18	Hold	Sell	Mixed performance; high risk with uncertain momentum.
2026-10-14	Buy	Hold	Mixed performance; cautious outlook amid market uncertainty.
2026-10-09	Hold	Buy	Solid fundamentals, but mixed momentum signals present uncertainty.
2026-10-03	Sell	Hold	Mixed performance; cautious outlook amid market conditions.
2026-09-25	Hold	Sell	Weak momentum and high risk overshadow potential upside.
2026-09-17	Buy	Hold	Weak momentum and high risk offset potential upside.
2026-07-31	Hold	Buy	Strong momentum and solid earnings growth support investment.
2026-07-23	Buy	Hold	Mixed performance; cautious outlook amid market volatility.
2026-07-11	Hold	Buy	Strong EPS but mixed momentum signals present uncertainty.
2026-07-02	Sell	Hold	Positive short-term momentum, but long-term risks persist.
2026-06-19	Hold	Sell	Weak momentum and high risk; hold for now.
2026-06-11	Sell	Hold	Mixed performance; cautious outlook amid market volatility.
2026-06-03	Hold	Sell	Weak momentum and high risk overshadow potential upside.
2026-05-20	Sell	Hold	Negative momentum and high risk overshadow fundamentals.
2026-05-08	—	Sell	Weak momentum and high risk overshadow potential upside.
2026-05-08	Hold	Sell	Компания демонстрирует отрицательную динамику акций за последние месяцы, однако рост выручки и EPS указывают на потенциал для восстановления. Рекомендуется удерживать позиции до более ясных сигналов о развороте тренда.
2026-04-21	Buy	Hold	Компания показывает устойчивый рост выручки и положительный сюрприз по прибыли, однако недавнее падение на 14.48% за 60 дней вызывает опасения. Умеренный дивидендный доход также поддерживает интерес к акциям.
2026-04-13	Hold	Buy	Компания показывает положительную динамику выручки и EPS, однако недавнее снижение на 14.24% за 60 дней вызывает опасения. Рекомендуется удерживать акции до более ясных сигналов на рынке.
2026-02-26	Sell	Hold	Компания показывает умеренный рост выручки, но имеет негативную динамику акций за последние месяцы. Рекомендуется удерживать позицию до более ясных сигналов о восстановлении.
2026-02-18	Hold	Sell	Компания LPL Financial демонстрирует снижение цен на акции в краткосрочной перспективе, что вызывает опасения. Однако, стабильный рост выручки и положительный сюрприз по EPS могут указывать на долгосрочные перспективы.
2026-02-11	—	Hold	Акции LPL Financial демонстрируют негативную динамику за последние дни, что указывает на возможные проблемы с краткосрочной ликвидностью и спросом. Отсутствие данных по EPS и выручке также создает неопределенность для ин

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-13	Truist Financial	Target Lowered	389 → 354	323.67
2026-10-09	Morgan Stanley	Target Raised	387 → 393	328
2026-10-07	Barclays	Target Raised	401 → 409	332.39
2026-10-07	UBS	Target Lowered	391 → 390	332.39
2026-10-06	Capital One Financial	Target Lowered	390 → 370	335.59
2026-10-05	Oppenheimer	Target Lowered	— → 554	316.44
2026-10-01	Wells Fargo	Update	— → 362	312.15
2026-09-01	Truist Financial	Update	— → 389	370.135
2026-08-12	Wolfe Research	Target Raised	440 → 454	371.19
2026-08-03	BMO Capital	Target Raised	300 → 390	353.7
2026-07-31	Barclays	Target Raised	394 → 401	339.17
2026-07-10	Morgan Stanley	Target Raised	375 → 387	314.31
2026-07-09	Barclays	Target Lowered	412 → 394	311.41
2026-05-01	Barclays	Target Raised	369 → 412	334.13
2026-04-10	Morgan Stanley	Target Lowered	447 → 374	307.9368
2026-02-03	UBS	Target Raised	475 → 500	376.33
2026-01-30	Wolfe Research	Target Lowered	486 → 478	362.2783
2026-01-30	Barclays	Target Lowered	444 → 434	362.71
2026-01-08	Barclays	Target Lowered	453 → 444	359.38
2026-01-07	Wolfe Research	Target Lowered	491 → 486	365.74
2025-12-22	Morgan Stanley	Target Lowered	462 → 447	362.46
2025-12-12	Barclays	Target Raised	420 → 453	387.5
2025-12-11	UBS	Update	— → 406	386.98999

News Page 1 of 1

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