Analyst Ratings for [LPLA] LPL Financial Holdings Inc.

10/3/25	Initiated	Outperform	X
LPLA LPL Financial BMO Capital Markets
$365
9/19/25	Downgrades	Buy Neutral	X
LPLA LPL Financial Rothschild & Co Redburn
$390
9/12/25	Resumed	Buy	X
LPLA LPL Financial Goldman
$405
7/9/25	Downgrades	Neutral Sell	X
LPLA LPL Financial Citigroup
$80
6/9/25	Downgrades	Buy Neutral	X
LPLA LPL Financial Citigroup
$400
6/9/25	Upgrades	Neutral Buy	X
LPLA LPL Financial Redburn Atlantic
$460
1/7/25	Upgrades	Neutral Overweight	X
LPLA LPL Financial JP Morgan
$288 $397
1/6/25	Upgrades	Neutral Buy	X
LPLA LPL Financial UBS
$390
12/19/24	Upgrades	Hold Buy	X
LPLA LPL Financial TD Cowen
$277 $413
10/9/24	Upgrades	Eq Weight Overweight	X
LPLA LPL Financial Wells Fargo
$235 $285
9/12/24	Initiated	Equal Weight	X
LPLA LPL Financial Wells Fargo
$235
7/30/24	Upgrades	Neutral Buy	X
LPLA LPL Financial BofA Securities
$268
4/9/24	Upgrades	Eq-Weight Overweight	X
LPLA LPL Financial Morgan Stanley
$254 $315
4/4/24	Initiated	Underperform	X
LPLA LPL Financial Raymond James
1/4/24	Initiated	Market Perform	X
LPLA LPL Financial TD Cowen
$224
12/1/23	Initiated	Neutral	X
LPLA LPL Financial Redburn Atlantic
$240
9/7/23	Initiated	Overweight	X
LPLA LPL Financial Barclays
$275
4/3/23	Downgrades	Outperform Neutral	X
LPLA LPL Financial Credit Suisse
$245 $205
11/30/22	Downgrades	Overweight Eq-Weight	X
LPLA LPL Financial Morgan Stanley
$281 $239
11/17/22	Downgrades	Buy Neutral	X
LPLA LPL Financial UBS
11/1/22	Upgrades	Neutral Outperform	X
LPLA LPL Financial Credit Suisse
$315
10/19/22	Initiated	Neutral	X
LPLA LPL Financial Credit Suisse
$262
10/12/22	Initiated	Buy	X
LPLA LPL Financial Citigroup
$290
4/7/22	Upgrades	Mkt Perform Mkt Outperform	X
LPLA LPL Financial JMP Securities
$242
12/16/21	Initiated	Neutral	X
LPLA LPL Financial BofA Securities
$184
11/2/21	Initiated	Buy	X
LPLA LPL Financial Truist
$200
5/21/21	Downgrades	Outperform Neutral	X
LPLA LPL Financial Credit Suisse
$166
3/19/21	Initiated	Buy	X
LPLA LPL Financial UBS
$160
5/8/19	Downgrades	Buy Neutral	X
LPLA LPL Financial Compass Point
5/16/18	Downgrades	Buy Neutral	X
LPLA LPL Financial Goldman
4/10/18	Initiated	Outperform	X
LPLA LPL Financial Bernstein
2/5/18	Reiterated	Buy	X
LPLA LPL Financial Citigroup
$80 $90

LPLA LPL Financial Holdings Inc.

Quotes: Barrons • SeekingAlpha • NASDAQ • Bloomberg • WSJ

LPL Financial Holdings Inc. is a broker-dealer, a custodian for registered investment advisors and an independent consultant to retirement plans. The Company provides a platform of brokerage and investment advisory services to independent financial advisors, including financial advisors at financial institutions across the country. It also supported approximately 4,000 financial advisors, affiliated and licensed with insurance companies through customized clearing services, advisory platforms and technology solutions, as of December 31, 2016. Through its advisors, it is a distributor of financial products and services in the United States. It provides its technology and service to advisors through a technology platform that is server-based and Web-accessible. Its technology offerings are designed to permit its advisors to manage various aspects of their businesses. It automates time-consuming processes, such as account opening and management, document imaging and account rebalancing.