LPL Financial Holdings Inc.

Equities

LPLA

US50212V1008

Investment Banking & Brokerage Services

Market Closed - Nasdaq Other stock markets 16:00:00 2024-07-05 EDT			5-day change	1st Jan Change
276 ^USD	-1.20%		-1.18%	+21.26%

07-01	LPL Financial Holdings Inc.(NasdaqGS:LPLA) added to Russell 1000 Defensive Index	CI
07-01	LPL Financial Holdings Inc.(NasdaqGS:LPLA) added to Russell 1000 Growth-Defensive Index	CI

LPL Financial Holdings Inc. Announces Retirement of Jeffrey E. Stiefler as Director, Effective February 15, 2014

January 10, 2014 at 11:45 am

LPL Financial Holdings Inc. announced retirement of Jeffrey E. Stiefler as director of the company and certain of its subsidiaries, effective February 15, 2014. His decision to retire did not result from any disagreement with the company.

Latest news about LPL Financial Holdings Inc.

LPL Financial Holdings Inc.(NasdaqGS:LPLA) added to Russell 1000 Defensive Index	06-30	CI
LPL Financial Holdings Inc.(NasdaqGS:LPLA) added to Russell 1000 Growth-Defensive Index	06-30	CI
Palomar Holdings Names Rodolphe Herve as COO, Tim Carter as Chief People Officer	06-20	MT
LPL Financial's Subsidiary Reports 3.6% Jump in Advisory, Brokerage Assets in May	06-20	MT
LPL Financial Advisory, Brokerage Assets Rise in April	05-23	MT
LPL Financial Q1 Adjusted Earnings Fall, Revenue Rises	04-30	MT
Transcript : LPL Financial Holdings Inc., Q1 2024 Earnings Call, Apr 30, 2024	04-30
Earnings Flash (LPLA) LPL FINANCIAL HOLDINGS Reports Q1 EPS $4.21, vs. Street Est of $3.82	04-30	MT
Earnings Flash (LPLA) LPL FINANCIAL HOLDINGS Reports Q1 Revenue $2.8B, vs. Street Est of $2.72B	04-30	MT
LPL Financial Holdings Inc. Declares Dividend, Payable on June 4, 2024	04-30	CI
Tranche Update on LPL Financial Holdings Inc.'s Equity Buyback Plan announced on October 7, 2014.	04-30	CI
LPL Financial Holdings Inc. Reports Earnings Results for the First Quarter Ended March 31, 2024	04-30	CI
LPL Financial Holdings Inc. completed the acquisition of Wealth Management Business from Crown Capital Securities, L.P.	04-29	CI
North American Morning Briefing : Traders Await -2-	04-10	DJ
Gateway First Bank Expands Gateway Private Wealth Services Through A Relationship with LPL Financial	04-09	CI
Conflicting signals on rate cuts	04-09
Morgan Stanley Upgrades LPL Financial Holdings to Overweight From Equalweight, Raises Price Target to $315 From $254	04-09	MT
ANALYST RECOMMENDATIONS : Amex, Cisco, Nasdaq, Wells Fargo, Marathon Petroleum...	04-09
Barclays Raises Price Target on LPL Financial to $312 From $302, Keeps Overweight Rating	04-08	MT
UBS Adjusts LPL Financial Price Target to $275 From $267, Maintains Neutral Rating	04-05	MT
JPMorgan Raises LPL Financial's Price Target to $260 From $254, Maintains Neutral Rating	04-02	MT
TD Cowen Raises LPL Financial Holdings' Price Target to $269 From $266, Keeps Market Perform Rating	03-22	MT
LPL Financial's Advisory, Brokerage Assets Rise in February	03-21	MT
Osaic Inc. acquired The Sturkie Wealth Management Group from LPL Financial Holdings Inc..	03-03	CI
LPL Financial Holdings Inc. Announces Departure of Kabir Sethi, Effective March 31, 2024	02-29	CI

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Company Profile

LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm company. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises (collectively, advisors) in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, the Company offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products.

Sector

Investment Banking & Brokerage Services

Calendar

2024-07-24 - Q2 2024 Earnings Release

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Ratings for LPL Financial Holdings Inc.

Trading Rating

Investor Rating

ESG Refinitiv

B+

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Analysts' Consensus

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

276 USD

Average target price

301.9 USD

Spread / Average Target

+9.39%

Consensus

EPS Revisions

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Quarterly earnings - Rate of surprise

Company calendar

Sector Other Investment Banking & Brokerage Services

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CHINA MERCHANTS SECURITIES CO., LTD.	+0.29%	14.96B

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