The Analyst Verdict: LPL Finl Hldgs In The Eyes Of 7 Experts

LPL Finl Hldgs LPLA underwent analysis by 7 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.

The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.

Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish
Total Ratings 0 2 5 0 0
Last 30D 0 1 0 0 0
1M Ago 0 1 3 0 0
2M Ago 0 0 1 0 0
3M Ago 0 0 1 0 0

In the assessment of 12-month price targets, analysts unveil insights for LPL Finl Hldgs, presenting an average target of $262.43, a high estimate of $302.00, and a low estimate of $224.00. A 0.69% drop is evident in the current average compared to the previous average price target of $264.25.

price target chart

Breaking Down Analyst Ratings: A Detailed Examination

In examining recent analyst actions, we gain insights into how financial experts perceive LPL Finl Hldgs. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target
Benjamin Budish Barclays Raises Overweight $302.00 $300.00
Brennan Hawken UBS Raises Neutral $267.00 $260.00
Michael Cyprys Morgan Stanley Raises Equal-Weight $254.00 $252.00
Brennan Hawken UBS Raises Neutral $260.00 $245.00
Devin Ryan JMP Securities Maintains Market Outperform $290.00 -
Bill Kirk TD Cowen Announces Market Perform $224.00 -
Charles Bendit Redburn Atlantic Announces Neutral $240.00 -

Key Insights:

  • Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to LPL Finl Hldgs. This insight gives a snapshot of analysts' perspectives on the current state of the company.
  • Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of LPL Finl Hldgs compared to the broader market.
  • Price Targets: Delving into movements, analysts provide estimates for the future value of LPL Finl Hldgs's stock. This analysis reveals shifts in analysts' expectations over time.

For valuable insights into LPL Finl Hldgs's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.

Stay up to date on LPL Finl Hldgs analyst ratings.

All You Need to Know About LPL Finl Hldgs

LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of 2022, the company had nearly 20,000 advisors on its platform managing over $1 trillion of client assets.

LPL Finl Hldgs's Financial Performance

Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.

Revenue Growth: LPL Finl Hldgs's remarkable performance in 3 months is evident. As of 31 December, 2023, the company achieved an impressive revenue growth rate of 13.31%. This signifies a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Financials sector.

Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 8.23%, the company may need to address challenges in effective cost control.

Return on Equity (ROE): LPL Finl Hldgs's ROE stands out, surpassing industry averages. With an impressive ROE of 10.44%, the company demonstrates effective use of equity capital and strong financial performance.

Return on Assets (ROA): LPL Finl Hldgs's ROA stands out, surpassing industry averages. With an impressive ROA of 2.19%, the company demonstrates effective utilization of assets and strong financial performance.

Debt Management: LPL Finl Hldgs's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 1.91.

The Core of Analyst Ratings: What Every Investor Should Know

Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.

Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.

Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.

This article was generated by Benzinga's automated content engine and reviewed by an editor.

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