Q3 EPS Estimates for LPL Financial Reduced by Zacks Research

LPL Financial Holdings Inc. (NASDAQ:LPLA) – Zacks Research dropped their Q3 2025 earnings estimates for LPL Financial in a research note issued to investors on Wednesday, April 30th. Zacks Research analyst R. Department now anticipates that the financial services provider will post earnings of $4.44 per share for the quarter, down from their prior estimate of $4.82. The consensus estimate for LPL Financial’s current full-year earnings is $19.35 per share. Zacks Research also issued estimates for LPL Financial’s Q4 2025 earnings at $4.66 EPS, FY2025 earnings at $17.86 EPS, Q1 2026 earnings at $5.20 EPS, Q2 2026 earnings at $5.32 EPS, Q3 2026 earnings at $5.49 EPS, Q4 2026 earnings at $5.38 EPS, FY2026 earnings at $21.38 EPS, Q1 2027 earnings at $6.62 EPS and FY2027 earnings at $28.25 EPS.

Several other brokerages also recently issued reports on LPLA. JPMorgan Chase & Co. upped their price objective on shares of LPL Financial from $397.00 to $405.00 and gave the company an “overweight” rating in a research note on Friday, January 31st. JMP Securities dropped their target price on LPL Financial from $435.00 to $420.00 and set a “market outperform” rating for the company in a research note on Tuesday, April 8th. Barclays decreased their price target on LPL Financial from $414.00 to $365.00 and set an “overweight” rating on the stock in a research note on Monday, April 7th. Morgan Stanley increased their price objective on shares of LPL Financial from $379.00 to $413.00 and gave the stock an “overweight” rating in a report on Thursday, February 6th. Finally, Wells Fargo & Company dropped their price target on shares of LPL Financial from $405.00 to $342.00 and set an “overweight” rating for the company in a research report on Tuesday, April 8th. One analyst has rated the stock with a sell rating and twelve have issued a buy rating to the company’s stock. According to MarketBeat.com, LPL Financial presently has a consensus rating of “Moderate Buy” and an average price target of $369.83.

LPL Financial Trading Up 2.9 %

LPL Financial stock opened at $333.56 on Friday. The stock has a 50-day moving average price of $322.48 and a 200 day moving average price of $326.05. LPL Financial has a 52 week low of $187.19 and a 52 week high of $384.04. The stock has a market cap of $26.47 billion, a PE ratio of 23.76, a P/E/G ratio of 0.94 and a beta of 0.64. The company has a current ratio of 2.16, a quick ratio of 2.16 and a debt-to-equity ratio of 1.60.

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

Insider Transactions at LPL Financial

In other LPL Financial news, Director Marc Eliot Cohen sold 1,100 shares of LPL Financial stock in a transaction that occurred on Wednesday, February 26th. The stock was sold at an average price of $365.85, for a total transaction of $402,435.00. Following the sale, the director now directly owns 4,075 shares in the company, valued at $1,490,838.75. The trade was a 21.26 % decrease in their position. The transaction was disclosed in a document filed 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 that occurred on Wednesday, February 26th. The stock was sold at an average price of $360.07, for a total transaction of $1,652,001.16. Following the sale, the chief financial officer now directly owns 16,538 shares of the company’s stock, valued at $5,954,837.66. The trade was a 21.72 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 34,465 shares of company stock valued at $12,562,070. Corporate insiders own 1.30% of the company’s stock.

Institutional Trading of LPL Financial

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Markel Group Inc. lifted its stake in LPL Financial by 1.3% during the first quarter. Markel Group Inc. now owns 539,104 shares of the financial services provider’s stock worth $176,362,000 after purchasing an additional 6,700 shares during the last quarter. Dynasty Wealth Management LLC grew its position in shares of LPL Financial by 2.7% during the 1st quarter. Dynasty Wealth Management LLC now owns 6,331 shares of the financial services provider’s stock valued at $2,071,000 after buying an additional 166 shares during the last quarter. Wealthfront Advisers LLC raised its stake in LPL Financial by 1.9% during the first quarter. Wealthfront Advisers LLC now owns 2,699 shares of the financial services provider’s stock worth $883,000 after acquiring an additional 51 shares during the period. Whittier Trust Co. of Nevada Inc. lifted its holdings in LPL Financial by 3.5% in the first quarter. Whittier Trust Co. of Nevada Inc. now owns 13,417 shares of the financial services provider’s stock worth $4,389,000 after acquiring an additional 452 shares during the last quarter. Finally, Whittier Trust Co. boosted its stake in LPL Financial by 2.2% in the first quarter. Whittier Trust Co. now owns 24,366 shares of the financial services provider’s stock valued at $7,971,000 after acquiring an additional 529 shares during the period. 95.66% of the stock is owned by institutional investors.

LPL Financial Company Profile

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.