Breaking Down LPL Finl Hldgs: 11 Analysts Share Their Views

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11 analysts have expressed a variety of opinions on LPL Finl Hldgs LPLA over the past quarter, offering a diverse set of opinions from bullish to bearish.

The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.

Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish
Total Ratings 4 6 1 0 0
Last 30D 0 1 0 0 0
1M Ago 2 3 0 0 0
2M Ago 0 0 0 0 0
3M Ago 2 2 1 0 0

The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $351.82, a high estimate of $413.00, and a low estimate of $277.00. Surpassing the previous average price target of $291.40, the current average has increased by 20.73%.

price target chart

Analyzing Analyst Ratings: A Detailed Breakdown

The standing of LPL Finl Hldgs among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below 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
Michael Cho JP Morgan Raises Overweight $397.00 $288.00
Brennan Hawken UBS Announces Buy $390.00 -
Kyle Voigt Keefe, Bruyette & Woods Raises Outperform $390.00 $325.00
Bill Katz TD Cowen Raises Buy $413.00 $277.00
Michael Brown Wells Fargo Raises Overweight $390.00 $310.00
Benjamin Budish Barclays Raises Overweight $378.00 $311.00
Alexander Blostein Goldman Sachs Raises Buy $305.00 $271.00
Christopher Allen Citigroup Raises Buy $310.00 $285.00
Benjamin Budish Barclays Raises Overweight $311.00 $273.00
Bill Kirk TD Cowen Raises Hold $277.00 $271.00
Michael Cyprys Morgan Stanley Raises Overweight $309.00 $303.00

Key Insights:

  • Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to LPL Finl Hldgs. This information offers a snapshot of how analysts perceive the current state of the company.
  • Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of LPL Finl Hldgs compared to the broader market.
  • Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.

Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of LPL Finl Hldgs's market position. Stay informed and make well-informed decisions with our Ratings Table.

Stay up to date on LPL Finl Hldgs analyst ratings.

Delving into LPL Finl Hldgs's Background

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 September 2024, the company had over 23,000 advisors on its platform managing $1.6 trillion of client assets. The company doesn't have material operations outside of the United States.

Breaking Down 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 displayed positive results in 3 months. As of 30 September, 2024, the company achieved a solid revenue growth rate of approximately 23.23%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Financials sector.

Net Margin: LPL Finl Hldgs's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 8.21%, the company may face hurdles in effective cost management.

Return on Equity (ROE): LPL Finl Hldgs's ROE stands out, surpassing industry averages. With an impressive ROE of 9.66%, the company demonstrates effective use of equity capital and strong financial performance.

Return on Assets (ROA): LPL Finl Hldgs's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.18%, the company showcases efficient use of assets and strong financial health.

Debt Management: LPL Finl Hldgs's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 1.69.

Analyst Ratings: Simplified

Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.

Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.

Which Stocks Are Analysts Recommending Now?

Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. Click here to stay ahead of the market.

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

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