While LPL Financial Holdings Inc has underperformed by -5.44%, investors are advised to look at stock chart patterns for technical insight. Within its last year performance, LPLA rose by 16.78%, with highs and lows ranging from $384.04 to $187.19, whereas the simple moving average jumped by 4.32% in the last 200 days.
On January 07, 2025, JP Morgan Upgraded LPL Financial Holdings Inc (NASDAQ: LPLA) to Overweight. A report published by UBS on January 06, 2025, Upgraded its rating to ‘Buy’ for LPLA. TD Cowen also Upgraded LPLA shares as ‘Buy’, setting a target price of $413 on the company’s shares in a report dated December 19, 2024. Wells Fargo October 09, 2024d the rating to Overweight on October 09, 2024, and set its price target from $235 to $285. Wells Fargo initiated its ‘Equal Weight’ rating for LPLA, as published in its report on September 12, 2024. BofA Securities’s report from July 30, 2024 suggests a price prediction of $268 for LPLA shares, giving the stock a ‘Buy’ rating. Morgan Stanley also rated the stock as ‘Overweight’.
Analysis of LPL Financial Holdings Inc (LPLA)
Investors in LPL Financial Holdings Inc will get a return regardless of how the company performs over the next quarter since the company’s dividend stands at $1.20 per share. Further, the quarter-over-quarter increase in sales is 32.85%, showing a positive trend in the upcoming months.
One of the most important indicators of LPL Financial Holdings Inc’s future performance is equity, which can be evaluated using several well-rounded types of analysis and research techniques. The goal here is to ensure that your current return on equity of 42.26% is sufficient for you to turn a profit off your investment.
For any stock, average volume can also provide valuable insight into volatility, and LPLA is recording 984.55K average volume. On a monthly basis, the volatility of the stock is set at 5.67%, whereas on a weekly basis, it is put at 11.85%, with a loss of -3.59% over the past seven days. Furthermore, long-term investors anticipate a median target price of $386.23, showing growth from the present price of $301.53, which can serve as yet another indication of whether LPLA is worth investing in or should be passed over.
How Do You Analyze LPL Financial Holdings Inc Shares?
The Capital Markets market is dominated by LPL Financial Holdings Inc (LPLA) based in the USA. When comparing LPL Financial Holdings Inc shares with other companies under Financial, the P/E value is an influential factor to note. This is because it represents an indication of the future growth of the company in terms of investors’ expectations. Ultimately, the value of the latter should demonstrate steady, rapid growth, which is an accurate measure of the company’s progress. In addition to the value of 21.49, there is a growth in quarterly earnings of 25.94%.
Along with the fundamentals, it is also important to consider how many employees own shares of the company. This is because the values should be in line with investors’ expectations. As such, the current holdings of company stock inside the company are set at 0.79%. This can enable you to see the extent to which executives own the company’s stock. As opposed to executive stock, institutional ownership accounts for 89.62% of the company’s shares, contributing to an indication of company value, since large shareholders may signify strength within the organization.
LPLA shares are owned by institutional investors to the tune of 89.62% at present.
