Q2 EPS Estimates for LPL Financial Boosted by Zacks Research

LPL Financial Holdings Inc. (NASDAQ:LPLA) – Research analysts at Zacks Research upped their Q2 2025 EPS estimates for shares of LPL Financial in a note issued to investors on Thursday, February 20th. Zacks Research analyst R. Department now anticipates that the financial services provider will post earnings of $4.53 per share for the quarter, up from their prior forecast of $4.50. 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 Q3 2025 earnings at $4.75 EPS, FY2025 earnings at $18.83 EPS, Q1 2026 earnings at $5.34 EPS, Q2 2026 earnings at $5.82 EPS, Q4 2026 earnings at $6.01 EPS and FY2027 earnings at $31.56 EPS.

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

Several other equities research analysts have also recently weighed in on LPLA. Barclays upped their price objective on shares of LPL Financial from $389.00 to $414.00 and gave the stock an “overweight” rating in a research report on Friday, January 31st. Wells Fargo & Company upped their price target on shares of LPL Financial from $390.00 to $405.00 and gave the stock an “overweight” rating in a report on Friday, January 31st. Morgan Stanley lifted their price objective on shares of LPL Financial from $379.00 to $413.00 and gave the company an “overweight” rating in a research note on Thursday, February 6th. StockNews.com upgraded LPL Financial from a “sell” rating to a “hold” rating in a research note on Saturday, November 9th. Finally, Keefe, Bruyette & Woods boosted their price target on LPL Financial from $390.00 to $405.00 and gave the stock an “outperform” rating in a report on Friday, January 31st. One investment analyst has rated the stock with a sell rating, one has given a hold rating and twelve have given a buy rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $379.17.

LPL Financial Price Performance

Shares of NASDAQ LPLA opened at $374.22 on Monday. The stock has a market capitalization of $28.02 billion, a PE ratio of 26.65, a P/E/G ratio of 0.94 and a beta of 0.87. LPL Financial has a fifty-two week low of $187.19 and a fifty-two week high of $384.04. The company has a debt-to-equity ratio of 1.60, a current ratio of 2.16 and a quick ratio of 2.16. The business has a fifty day moving average price of $349.88 and a two-hundred day moving average price of $292.24.

Institutional Investors Weigh In On LPL Financial

Several large investors have recently modified their holdings of LPLA. Graney & King LLC bought a new stake in shares of LPL Financial during the 4th quarter valued at about $30,000. Ashton Thomas Securities LLC bought a new stake in shares of LPL Financial in the 3rd quarter valued at $31,000. Fourth Dimension Wealth LLC acquired a new position in shares of LPL Financial during the 4th quarter valued at $40,000. Itau Unibanco Holding S.A. bought a new position in LPL Financial during the fourth quarter worth $42,000. Finally, Brooklyn Investment Group acquired a new stake in LPL Financial in the third quarter worth $43,000. 95.66% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director Aneri Jambusaria sold 305 shares of the firm’s stock in a transaction dated Thursday, December 5th. The stock was sold at an average price of $331.94, for a total transaction of $101,241.70. Following the completion of the transaction, the director now directly owns 3,920 shares in the company, valued at $1,301,204.80. This trade represents a 7.22 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Matthew J. Audette sold 28,777 shares of LPL Financial stock in a transaction that occurred on Wednesday, February 5th. The stock was sold at an average price of $365.14, for a total value of $10,507,633.78. Following the completion of the transaction, the chief financial officer now directly owns 13,663 shares in the company, valued at approximately $4,988,907.82. This represents a 67.81 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.30% of the stock is owned by corporate insiders.

LPL Financial Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 25th. Investors of record on Tuesday, March 11th will be issued a $0.30 dividend. The ex-dividend date is Tuesday, March 11th. This represents a $1.20 dividend on an annualized basis and a yield of 0.32%. LPL Financial’s payout ratio is 8.55%.

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.