FY2025 EPS Estimates for LPL Financial Cut by William Blair

LPL Financial Holdings Inc. (NASDAQ:LPLA) – Analysts at William Blair decreased their FY2025 EPS estimates for LPL Financial in a research note issued to investors on Monday, April 14th. William Blair analyst J. Schmitt now expects that the financial services provider will post earnings of $18.30 per share for the year, down from their previous forecast of $20.00. 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 Q4 2025 earnings at $4.67 EPS and FY2026 earnings at $20.50 EPS.

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

Other research analysts also recently issued reports about the company. TD Cowen raised LPL Financial from a “hold” rating to a “buy” rating and boosted their target price for the stock from $277.00 to $413.00 in a report on Thursday, December 19th. 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 report on Friday, January 31st. UBS Group increased their price target on shares of LPL Financial from $390.00 to $420.00 and gave the company a “buy” rating in a research report on Friday, January 31st. Wells Fargo & Company cut their target price on shares of LPL Financial from $405.00 to $342.00 and set an “overweight” rating on the stock in a report on Tuesday, April 8th. Finally, Citigroup lowered their price objective on shares of LPL Financial from $415.00 to $400.00 and set a “buy” rating for the company in a research report on Wednesday, April 2nd. One equities research analyst has rated the stock with a sell rating and twelve have given a buy rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $369.83.

LPL Financial Stock Performance

NASDAQ:LPLA opened at $306.02 on Wednesday. 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 firm has a 50-day moving average price of $335.31 and a 200 day moving average price of $320.55. The firm has a market capitalization of $24.28 billion, a PE ratio of 21.80, a price-to-earnings-growth ratio of 0.94 and a beta of 0.64. LPL Financial has a 12-month low of $187.19 and a 12-month high of $384.04.

LPL Financial Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 25th. Shareholders of record on Tuesday, March 11th were paid a $0.30 dividend. This represents a $1.20 annualized dividend and a yield of 0.39%. The ex-dividend date of this dividend was Tuesday, March 11th. LPL Financial’s payout ratio is 8.55%.

Insiders Place Their Bets

In other LPL Financial news, Director Marc Eliot Cohen sold 1,100 shares of the business’s stock in a transaction dated Wednesday, February 26th. The shares were 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 of the company’s stock, valued at $1,490,838.75. The trade was a 21.26 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CFO Matthew J. Audette sold 4,588 shares of the firm’s stock in a transaction dated Wednesday, February 26th. The shares were sold at an average price of $360.07, for a total value of $1,652,001.16. Following the completion of the transaction, the chief financial officer now 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. Insiders sold a total of 34,465 shares of company stock valued at $12,562,070 in the last quarter. 1.30% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in LPLA. Graney & King LLC bought a new position in shares of LPL Financial in the fourth quarter valued at $30,000. MassMutual Private Wealth & Trust FSB lifted its stake in LPL Financial by 63.9% in the first quarter. MassMutual Private Wealth & Trust FSB now owns 100 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 39 shares during the last quarter. City Holding Co. bought a new position in shares of LPL Financial in the 1st quarter valued at about $34,000. Fourth Dimension Wealth LLC acquired a new position in shares of LPL Financial during the 4th quarter worth about $40,000. Finally, Itau Unibanco Holding S.A. bought a new stake in shares of LPL Financial in the 4th quarter valued at about $42,000. Institutional investors and hedge funds 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.