LPL Financial Q1 EPS Forecast Decreased by William Blair

LPL Financial Holdings Inc. (NASDAQ:LPLA) – Analysts at William Blair cut their Q1 2025 EPS estimates for shares of LPL Financial in a research report issued on Monday, April 14th. William Blair analyst J. Schmitt now forecasts that the financial services provider will post earnings per share of $4.68 for the quarter, down from their previous forecast of $4.85. The consensus estimate for LPL Financial’s current full-year earnings is $19.35 per share. William Blair also issued estimates for LPL Financial’s Q2 2025 earnings at $4.50 EPS and Q3 2025 earnings at $4.47 EPS.

Several other research firms have also commented on LPLA. Barclays reduced their price target on LPL Financial from $414.00 to $365.00 and set an “overweight” rating for the company in a research report on Monday, April 7th. JPMorgan Chase & Co. boosted their price objective on shares of LPL Financial from $397.00 to $405.00 and gave the stock an “overweight” rating in a research note on Friday, January 31st. UBS Group raised their target price on shares of LPL Financial from $390.00 to $420.00 and gave the company a “buy” rating in a research note on Friday, January 31st. Morgan Stanley upped their price target on LPL Financial from $379.00 to $413.00 and gave the stock an “overweight” rating in a research report on Thursday, February 6th. Finally, Keefe, Bruyette & Woods boosted their target price on LPL Financial from $390.00 to $405.00 and gave the stock an “outperform” rating in a research note on Friday, January 31st. One research analyst has rated the stock with a sell rating and twelve have assigned a buy rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $369.83.

LPL Financial Stock Performance

Shares of LPLA stock opened at $313.81 on Tuesday. The firm has a market cap of $24.90 billion, a price-to-earnings ratio of 22.35, a PEG ratio of 0.94 and a beta of 0.64. LPL Financial has a 52-week low of $187.19 and a 52-week high of $384.04. The company has a quick ratio of 2.16, a current ratio of 2.16 and a debt-to-equity ratio of 1.60. The company’s 50 day moving average is $337.77 and its 200 day moving average is $320.14.

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

LPL Financial Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 25th. Investors of record on Tuesday, March 11th were issued a dividend of $0.30 per share. The ex-dividend date of this dividend was Tuesday, March 11th. This represents a $1.20 annualized dividend and a dividend yield of 0.38%. LPL Financial’s dividend payout ratio (DPR) is presently 8.55%.

Insider Activity at LPL Financial

In other news, Director Marc Eliot Cohen sold 1,100 shares of the company’s stock in a transaction dated Wednesday, February 26th. The stock was sold at an average price of $365.85, for a total value of $402,435.00. Following the sale, the director now owns 4,075 shares in the company, valued at $1,490,838.75. This represents a 21.26 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Matthew J. Audette sold 4,588 shares of the firm’s stock in a transaction dated Wednesday, February 26th. The stock was sold at an average price of $360.07, for a total value of $1,652,001.16. Following the sale, the chief financial officer now directly owns 16,538 shares in the company, valued at approximately $5,954,837.66. This trade represents a 21.72 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 34,465 shares of company stock worth $12,562,070 over the last three months. Company insiders own 1.30% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Boston Partners increased its stake in shares of LPL Financial by 26.0% in the 4th quarter. Boston Partners now owns 3,905,541 shares of the financial services provider’s stock valued at $1,278,454,000 after purchasing an additional 805,637 shares in the last quarter. Janus Henderson Group PLC increased its position in shares of LPL Financial by 20.6% in the fourth quarter. Janus Henderson Group PLC now owns 3,050,529 shares of the financial services provider’s stock valued at $996,032,000 after buying an additional 522,032 shares in the last quarter. Kayne Anderson Rudnick Investment Management LLC raised its stake in shares of LPL Financial by 2.2% during the 4th quarter. Kayne Anderson Rudnick Investment Management LLC now owns 2,660,736 shares of the financial services provider’s stock worth $868,757,000 after buying an additional 57,485 shares during the period. Geode Capital Management LLC lifted its position in shares of LPL Financial by 1.6% during the 4th quarter. Geode Capital Management LLC now owns 1,459,942 shares of the financial services provider’s stock valued at $475,946,000 after buying an additional 23,111 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its holdings in LPL Financial by 27.6% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,275,136 shares of the financial services provider’s stock worth $296,635,000 after acquiring an additional 276,166 shares in the last quarter. Hedge funds and other institutional investors own 95.66% of the company’s stock.

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.