IFP Advisors Inc Grows Stock Position in LPL Financial Holdings Inc. $LPLA

17 Oct 2025, 03:41 by Teresa Graham · The Cerbat Gem

IFP Advisors Inc boosted its position in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 214.0% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 719 shares of the financial services provider’s stock after buying an additional 490 shares during the quarter. IFP Advisors Inc’s holdings in LPL Financial were worth $270,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in LPLA. Vanguard Group Inc. boosted its stake in shares of LPL Financial by 2.1% during the 1st quarter. Vanguard Group Inc. now owns 7,372,857 shares of the financial services provider’s stock worth $2,411,956,000 after purchasing an additional 154,200 shares during the period. Kayne Anderson Rudnick Investment Management LLC raised its position in LPL Financial by 0.8% in the 1st quarter. Kayne Anderson Rudnick Investment Management LLC now owns 2,681,617 shares of the financial services provider’s stock worth $877,264,000 after purchasing an additional 20,881 shares during the period. Dodge & Cox lifted its stake in LPL Financial by 224.1% in the first quarter. Dodge & Cox now owns 1,523,460 shares of the financial services provider’s stock worth $498,385,000 after purchasing an additional 1,053,351 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its position in shares of LPL Financial by 35.9% during the first quarter. Massachusetts Financial Services Co. MA now owns 1,516,060 shares of the financial services provider’s stock valued at $495,964,000 after buying an additional 400,352 shares during the period. Finally, JPMorgan Chase & Co. grew its stake in shares of LPL Financial by 8.8% during the first quarter. JPMorgan Chase & Co. now owns 1,304,780 shares of the financial services provider’s stock valued at $426,846,000 after buying an additional 105,665 shares during the last quarter. Hedge funds and other institutional investors own 95.66% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on LPLA shares. Barclays decreased their price target on LPL Financial from $460.00 to $411.00 and set an “overweight” rating for the company in a research note on Wednesday, October 8th. TD Cowen downgraded LPL Financial from a “strong-buy” rating to a “hold” rating and decreased their target price for the stock from $406.00 to $403.00 in a research report on Wednesday, July 9th. Weiss Ratings restated a “hold (c+)” rating on shares of LPL Financial in a report on Wednesday, October 8th. UBS Group set a $455.00 price target on shares of LPL Financial in a research note on Thursday, October 9th. Finally, Rothschild Redb cut shares of LPL Financial from a “strong-buy” rating to a “hold” rating in a research report on Friday, September 19th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $395.85.

View Our Latest Stock Analysis on LPLA

Insider Transactions at LPL Financial

In other news, Director Aneri Jambusaria sold 80 shares of the firm’s stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $361.25, for a total value of $28,900.00. Following the sale, the director directly owned 5,582 shares in the company, valued at approximately $2,016,497.50. This trade represents a 1.41% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Greg Gates sold 750 shares of LPL Financial stock in a transaction that occurred on Monday, October 6th. The stock was sold at an average price of $314.42, for a total transaction of $235,815.00. Following the completion of the transaction, the director directly owned 16,870 shares in the company, valued at approximately $5,304,265.40. The trade was a 4.26% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 3,830 shares of company stock worth $1,333,105. 1.30% of the stock is owned by corporate insiders.

LPL Financial Price Performance

Shares of LPLA opened at $333.43 on Friday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 3.22 and a current ratio of 3.22. The company has a 50 day moving average price of $343.42 and a 200-day moving average price of $352.92. LPL Financial Holdings Inc. has a fifty-two week low of $252.55 and a fifty-two week high of $403.58. The stock has a market capitalization of $26.67 billion, a PE ratio of 22.81, a PEG ratio of 0.77 and a beta of 0.61.

LPL Financial (NASDAQ:LPLA – Get Free Report) last issued its quarterly earnings data on Thursday, July 31st. The financial services provider reported $4.51 EPS for the quarter, topping analysts’ consensus estimates of $4.21 by $0.30. The company had revenue of $3.84 billion during the quarter, compared to the consensus estimate of $3.77 billion. LPL Financial had a net margin of 7.91% and a return on equity of 39.80%. LPL Financial’s revenue for the quarter was up 30.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.88 earnings per share. Equities analysts predict that LPL Financial Holdings Inc. will post 19.35 earnings per share for the current fiscal year.

LPL Financial Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 29th. Investors of record on Friday, August 15th were paid a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Friday, August 15th. LPL Financial’s dividend payout ratio is 8.21%.

LPL Financial Company Profile

(Free Report)