Stock Price & Analysis

Based on the provided data and recent analyst reports, here's a concise analysis of LPLA stock:

Technical Analysis

The stock is currently trading at $365.85 during regular market hours with a -0.89% decline today. The RSI of 69.32 indicates the stock is approaching overbought territory but hasn't reached extreme levels yet.

Analyst Consensus Recent analyst actions show strong bullish sentiment with multiple price target upgrades in January-February 2025:

• Morgan Stanley raised PT to $413 (Feb 6)
• Barclays raised PT to $414 (Jan 31)
• Wells Fargo raised PT to $405 (Jan 31)
• JMP Securities maintained $435 PT (Jan 31)

The average price target from recent analyst updates is $401.27, suggesting an 11.3% upside potential from current levels.

Recent Performance & Fundamentals LPL Financial reported strong Q4 2024 results:

• Record adjusted EPS of $4.25
• Total assets reached $1.7 trillion
• Organic net new assets of $68 billion (17% annualized growth)
• Successfully integrated major acquisitions including Prudential's $40 billion in assets

Conclusion Based on strong fundamentals, positive analyst sentiment, and technical indicators showing momentum but not yet overextended, LPLA appears to be a BUY at current levels. The stock has multiple catalysts including:

• Continued organic growth momentum
• Operating margin expansion focus for 2025
• Successful integration of recent acquisitions
• Strong analyst support with multiple recent price target increases

Based on the provided data and recent analyst reports, here's a price prediction for LPLA stock in 2025:

LPLA is expected to reach $401-$435 by end of 2025, representing a potential upside of 9-19% from current levels, driven by strong asset growth and margin expansion. The company's recent Q4 performance exceeded expectations with EPS of $4.25 versus $3.92 consensus, demonstrating continued business momentum and operational efficiency.

The stock has shown strong technical support around the $365 level with positive momentum indicators, suggesting a bullish trend continuation. Recent analyst actions have been overwhelmingly positive, with 15 analysts providing ratings - 4 Bullish and 11 Somewhat Bullish, with an average price target of $401.27.

The S1 support level for LPLA Stock is $354.95 ,The R1 resistant level for LPLA Stock is $373.47.

As of the end of day on 2025-02-12, the price of LPLA Stock was $361.

The target price for LPLA Stock according to analyst rating is 406.50, with the highest price target at 435.00 and the lowest at 379.00. Analysts have a Strong Buy rating on LPLA Stock overall.

The market cap of LPLA is $27.1B.

Based on the provided data and recent analyst reports, here's a comprehensive analysis of LPLA's valuation:

Valuation Metrics Analysis

Current Valuation Assessment:

• Forward P/E of 19.8x in Q1 2025 indicates moderate valuation compared to the financial services sector
• EV/EBITDA of 10.7x suggests reasonable operational efficiency
• Price-to-Sales ratio of 1.96x reflects solid revenue generation capability
• Price-to-Book ratio of 8.7x is relatively high, indicating strong market premium for the company's assets

Recent Performance & Growth: LPL Financial has demonstrated strong performance with:

• Record Q4 2024 adjusted EPS of $4.25, beating estimates of $3.96
• Impressive organic asset growth of 17% annualized in Q4 2024
• Total assets reached $1.7 trillion, showing significant scale

Analyst Consensus: Recent analyst actions strongly suggest the stock is undervalued:

• Morgan Stanley raised PT to $413 (Feb 6, 2025)
• Barclays increased PT to $414 citing strong business momentum
• Wells Fargo elevated PT to $405 based on strong organic growth
• Multiple analysts maintain "Buy" ratings with an average PT of $401.27

Growth Catalysts:

• Successful integration of Prudential's $40 billion assets
• Atria acquisition adding $88 billion in assets
• Strong recruiting momentum with $79 billion in Q4 2024

Conclusion: LPLA is currently fairly valued considering its:

1. Strong organic growth trajectory
2. Successful execution of strategic acquisitions
3. Robust analyst support with upside potential
4. Solid financial performance exceeding market expectations

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.

Based on the provided data and analyst reports, here is a price prediction for LPLA stock by 2030:

LPLA stock is projected to reach $650-700 by 2030, driven by strong asset growth and margin expansion. The company's Q4 2024 results showed total net new assets of $157.3 billion, significantly above consensus of $106.1 billion, demonstrating robust organic growth momentum. Multiple analysts have recently raised their price targets, with JMP Securities setting a $435 target and highlighting strong execution.

The stock is expected to maintain its growth trajectory as LPL Financial continues to benefit from advisor recruitment and technology investments, with analysts projecting sustained earnings growth of 15-20% annually through 2030.

LPLA has a total of 8400 employees.