Recent Research Analysts’ Ratings Changes for LPL Financial (LPLA)

A number of research firms have changed their ratings and price targets for LPL Financial (NASDAQ: LPLA):

• 10/29/2026 – LPL Financial had its price target lowered by UBS Group from $390.00 to $369.00. They now have a “buy” rating on the stock.
• 10/28/2026 – LPL Financial had its “buy” rating reaffirmed by The Goldman Sachs Group. They now have a $400.00 price target on the stock.
• 10/28/2026 – LPL Financial had its price target lowered by JPMorgan Chase & Co. from $445.00 to $413.00. They now have an “overweight” rating on the stock.
• 10/28/2026 – LPL Financial had its price target lowered by TD Cowen from $380.00 to $356.00. They now have a “hold” rating on the stock.
• 10/28/2026 – LPL Financial had its price target lowered by Barclays from $409.00 to $372.00. They now have an “overweight” rating on the stock.
• 10/28/2026 – LPL Financial had its price target lowered by Wells Fargo & Company from $362.00 to $350.00. They now have an “overweight” rating on the stock.
• 10/28/2026 – LPL Financial had its price target lowered by Truist Financial from $354.00 to $335.00. They now have a “hold” rating on the stock.
• 10/22/2026 – LPL Financial had its “hold (c)” rating reaffirmed by Weiss Ratings.
• 10/13/2026 – LPL Financial was given a new $354.00 price target by Truist Financial.
• 10/12/2026 – LPL Financial had its price target raised by TD Cowen from $377.00 to $380.00. They now have a “hold” rating on the stock.
• 10/9/2026 – LPL Financial had its price target raised by Morgan Stanley from $387.00 to $393.00. They now have an “overweight” rating on the stock.
• 10/7/2026 – LPL Financial had its price target raised by Barclays from $401.00 to $409.00. They now have an “overweight” rating on the stock.
• 10/7/2026 – LPL Financial had its price target lowered by UBS Group from $391.00 to $390.00. They now have a “buy” rating on the stock.
• 10/7/2026 – LPL Financial had its price target raised by JPMorgan Chase & Co. from $428.00 to $445.00. They now have an “overweight” rating on the stock.
• 10/6/2026 – LPL Financial was given a new $370.00 price target by Capital One Financial.
• 10/6/2026 – LPL Financial had its price target lowered by BMO Capital Markets from $390.00 to $370.00. They now have an “outperform” rating on the stock.
• 10/5/2026 – LPL Financial had its price target lowered by Bank of America from $557.00 to $554.00. They now have a “buy” rating on the stock.
• 10/5/2026 – LPL Financial had its “market outperform” rating reaffirmed by Citigroup.
• 10/5/2026 – LPL Financial had its “market outperform” rating reaffirmed by Citizens Jmp. They now have a $500.00 price target on the stock.
• 10/2/2026 – LPL Financial is now covered by Wells Fargo & Company. They set an “overweight” rating and a $362.00 price target on the stock.
• 10/1/2026 – LPL Financial is now covered by Wells Fargo & Company. They set an “overweight” rating and a $362.00 price target on the stock.

LPL Financial Stock Performance

Shares of NASDAQ LPLA traded down $0.97 during mid-day trading on Tuesday, hitting $297.66. The company had a trading volume of 1,018,307 shares, compared to its average volume of 927,472. LPL Financial Holdings Inc. has a 12 month low of $260.15 and a 12 month high of $400.16. The stock has a market cap of $23.44 billion, a price-to-earnings ratio of 17.08, a PEG ratio of 0.46 and a beta of 0.53. The company has a debt-to-equity ratio of 1.30, a current ratio of 2.39 and a quick ratio of 2.39. The firm’s 50 day simple moving average is $329.00 and its two-hundred day simple moving average is $322.69.

LPL Financial (NASDAQ:LPLA) last issued its quarterly earnings data on Tuesday, October 27th. The financial services provider reported $5.97 EPS for the quarter, topping analysts’ consensus estimates of $5.69 by $0.28. The firm had revenue of $5.34 billion during the quarter, compared to the consensus estimate of $5.35 billion. LPL Financial had a return on equity of 32.36% and a net margin of 6.83%. The firm’s revenue was up 17.4% on a year-over-year basis. During the same period in the prior year, the business earned $5.20 EPS. As a group, equities research analysts forecast that LPL Financial Holdings Inc. will post 23.51 earnings per share for the current year.

LPL Financial Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, November 30th. Stockholders of record on Thursday, November 12th will be given a dividend of $0.30 per share. The ex-dividend date is Thursday, November 12th. This represents a $1.20 annualized dividend and a dividend yield of 0.4%. LPL Financial’s dividend payout ratio is currently 6.88%.

Insider Buying and Selling

In other LPL Financial news, insider Katharine Reeping sold 440 shares of the company’s stock in a transaction dated Friday, September 11th. The shares were sold at an average price of $347.88, for a total value of $153,067.20. Following the completion of the transaction, the insider owned 1,774 shares in the company, valued at approximately $617,139.12. This represents a 19.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Aneri Jambusaria sold 308 shares of the company’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $357.36, for a total transaction of $110,066.88. Following the completion of the transaction, the director owned 6,107 shares of the company’s stock, valued at approximately $2,182,397.52. This trade represents a 4.80% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 4,867 shares of company stock valued at $1,726,944 in the last quarter. Company insiders own 0.60% of the company’s stock.

LPL Financial Holdings Inc is a financial services company that supports independent financial advisors and institutions across the United States. Through its primary subsidiary, LPL Financial LLC, the company provides brokerage, investment advisory, and custodial services, enabling advisors to serve individual investors, families, retirement plans, and other clients.

LPL’s platform includes access to brokerage and advisory products, securities clearing and custody, trading and operations support, technology, compliance services, investment research, and practice-management resources.