Zacks Research Boosts Earnings Estimates for LPL Financial

LPL Financial Holdings Inc. (NASDAQ:LPLA) – Research analysts at Zacks Research raised their Q2 2025 EPS estimates for LPL Financial in a report issued on Thursday, February 20th. Zacks Research analyst R. Department now forecasts that the financial services provider will post earnings of $4.53 per share for the quarter, up from their previous estimate of $4.50. The consensus estimate for LPL Financial’s current full-year earnings is $19.35 per share. Zacks Research also issued estimates for LPL Financial’s Q3 2025 earnings at $4.75 EPS, FY2025 earnings at $18.83 EPS, Q1 2026 earnings at $5.34 EPS, Q2 2026 earnings at $5.82 EPS, Q4 2026 earnings at $6.01 EPS and FY2027 earnings at $31.56 EPS.

A number of other analysts have also weighed in on LPLA. JMP Securities reiterated a “market outperform” rating and set a $435.00 target price on shares of LPL Financial in a report on Friday, January 31st. The Goldman Sachs Group increased their price objective on LPL Financial from $271.00 to $305.00 and gave the stock a “buy” rating in a report on Friday, November 1st. JPMorgan Chase & Co. boosted their target price on LPL Financial from $397.00 to $405.00 and gave the company an “overweight” rating in a research note on Friday, January 31st. Wells Fargo & Company raised their price target on LPL Financial from $390.00 to $405.00 and gave the stock an “overweight” rating in a research note on Friday, January 31st. Finally, UBS Group lifted their price target on shares of LPL Financial from $390.00 to $420.00 and gave the company a “buy” rating in a report on Friday, January 31st. One analyst has rated the stock with a sell rating, one has given a hold rating and twelve have issued a buy rating to the company. According to MarketBeat, LPL Financial presently has an average rating of “Moderate Buy” and an average target price of $379.17.

LPL Financial Price Performance

Shares of NASDAQ:LPLA opened at $357.36 on Monday. The company’s fifty day moving average is $350.44 and its 200 day moving average is $293.38. The company has a quick ratio of 2.16, a current ratio of 2.16 and a debt-to-equity ratio of 1.60. LPL Financial has a 52 week low of $187.19 and a 52 week high of $384.04. The stock has a market cap of $26.76 billion, a PE ratio of 25.45, a PEG ratio of 0.94 and a beta of 0.87.

LPL Financial (NASDAQ:LPLA) last announced its quarterly earnings data on Thursday, January 30th. The financial services provider reported $4.25 earnings per share for the quarter, beating analysts’ consensus estimates of $4.01 by $0.24. LPL Financial had a return on equity of 49.41% and a net margin of 8.55%.

Institutional Trading of LPL Financial

Several institutional investors and hedge funds have recently bought and sold shares of LPLA. Graney & King LLC purchased a new position in shares of LPL Financial during the fourth quarter worth $30,000. Fourth Dimension Wealth LLC acquired a new stake in LPL Financial during the 4th quarter worth about $40,000. Itau Unibanco Holding S.A. purchased a new position in shares of LPL Financial during the 4th quarter valued at about $42,000. Ashton Thomas Securities LLC acquired a new position in shares of LPL Financial in the 3rd quarter valued at about $31,000. Finally, Jones Financial Companies Lllp boosted its stake in shares of LPL Financial by 45.3% in the fourth quarter. Jones Financial Companies Lllp now owns 138 shares of the financial services provider’s stock worth $45,000 after buying an additional 43 shares during the last quarter. 95.66% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CFO Matthew J. Audette sold 28,777 shares of the stock in a transaction that occurred on Wednesday, February 5th. The shares were sold at an average price of $365.14, for a total value of $10,507,633.78. Following the completion of the transaction, the chief financial officer now directly owns 13,663 shares of the company’s stock, valued at $4,988,907.82. This trade represents a 67.81 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Aneri Jambusaria sold 305 shares of the firm’s stock in a transaction on Thursday, December 5th. The stock was sold at an average price of $331.94, for a total transaction of $101,241.70. Following the completion of the transaction, the director now directly owns 3,920 shares of the company’s stock, valued at approximately $1,301,204.80. This represents a 7.22 % decrease in their position. The disclosure for this sale can be found here. 1.30% of the stock is currently owned by company insiders.

LPL Financial Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 25th. Stockholders of record on Tuesday, March 11th will be given a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 0.34%. The ex-dividend date of this dividend is Tuesday, March 11th. LPL Financial’s payout ratio is 8.55%.

About LPL Financial

LPL Financial Holdings Inc, together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance.