The stock of LPL Financial Holdings Inc (LPLA) has seen a 0.59% increase in the past week, with a -1.58% drop in the past month, and a 14.17% flourish in the past quarter. The volatility ratio for the week is 1.24%, and the volatility levels for the past 30 days are at 1.43% for LPLA. The simple moving average for the past 20 days is -0.29% for LPLA’s stock, with a 19.40% simple moving average for the past 200 days.
Is It Worth Investing in LPL Financial Holdings Inc (NASDAQ: LPLA) Right Now?
LPL Financial Holdings Inc (NASDAQ: LPLA) has a price-to-earnings ratio that is above its average at 26.25x. The stock has a 36-month beta value of 0.66. Opinions on the stock are mixed, with 7 analysts rating it as a “buy,” 5 as “overweight,” 3 as “hold,” and 0 as “sell.”
The public float for LPLA is 79.36M, and at present, short sellers hold a 2.48% of that float. On June 19, 2025, the average trading volume of LPLA was 820.53K shares.
LPLA) stock’s latest price update
The stock of LPL Financial Holdings Inc (NASDAQ: LPLA) has increased by 0.34 when compared to last closing price of 378.01.Despite this, the company has seen a gain of 0.59% in its stock price over the last five trading days. globenewswire.com reported 2025-06-17 that The Advisor Trio Becomes the 50th Team to Join LPL’s Strategic Wealth Services Affiliation Model The Advisor Trio Becomes the 50th Team to Join LPL’s Strategic Wealth Services Affiliation Model
Analysts’ Opinion of LPLA
Many brokerage firms have already submitted their reports for LPLA stocks, with Redburn Atlantic repeating the rating for LPLA by listing it as a “Buy.” The predicted price for LPLA in the upcoming period, according to Redburn Atlantic is $460 based on the research report published on June 09, 2025 of the current year 2025.
Citigroup, on the other hand, stated in their research note that they expect to see LPLA reach a price target of $400. The rating they have provided for LPLA stocks is “Neutral” according to the report published on June 09th, 2025.
JP Morgan gave a rating of “Overweight” to LPLA, setting the target price at $397 in the report published on January 07th of the current year.
LPLA Trading at 7.80% from the 50-Day Moving Average
After a stumble in the market that brought LPLA to its low price for the period of the last 52 weeks, the company was unable to rebound, for now settling with -2.80% of loss for the given period.
Insider Trading
Reports are indicating that there were more than several insider trading activities at LPLA starting from Gates Greg, who sale 1,500 shares at the price of $378.87 back on Jun 05 ’25. After this action, Gates Greg now owns 22,354 shares of LPL Financial Holdings Inc, valued at $568,300 using the latest closing price.
Gates Greg, the Officer of LPL Financial Holdings Inc, proposed sale 1,500 shares at $379.22 during a trade that took place back on Jun 05 ’25, which means that Gates Greg is holding shares at $568,830 based on the most recent closing price.
Stock Fundamentals for LPLA
Current profitability levels for the company are sitting at:
- 0.11 for the present operating margin
- 0.47 for the gross margin
The net margin for LPL Financial Holdings Inc stands at 0.08. The total capital return value is set at 0.11. Equity return is now at value 40.36, with 8.71 for asset returns.
Currently, EBITDA for the company is 2.11 billion with net debt to EBITDA at -0.51. When we switch over and look at the enterprise to sales, we see a ratio of 2.2. The receivables turnover for the company is 21.54for trailing twelve months and the total asset turnover is 0.95. The liquidity ratio also appears to be rather interesting for investors as it stands at 2.02.
Conclusion
To sum up, LPL Financial Holdings Inc (LPLA) has seen a better performance recently. Analysts have differing views on the stock, with some seeing it as a “buy” and others as a “hold”. It is worth mentioning that the stock is currently trading in close proximity to its 50-day moving average and its 52-week high.
