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Analysts' Perspective on LPLA – A Stock Analysis

LPL Financial stock is trading -24.62% below its average target price of $441.25 after dropping -7.6% during today's afternoon session. Analysts are giving the Large-Cap Capital Markets company an average rating of buy and target prices ranging from $358.0 to $490.0 per share.

The stock has an average amount of shares sold short at 3.5%, and a short ratio of 3.15. The company's insiders own 0.53% of its outstanding shares, which indicates a strong alignment between management and shareholder interests. Finally, we also note that a significant number of institutional investors are invested in the stock, with 100.5% of LPL Financial's shares being owned by this investor type.

Institutions Invested in LPL Financial

Date Reported Holder Percentage Shares Value
2025-06-30 Vanguard Group Inc 10% 7,986,766 $2,656,638,013
2025-06-30 Blackrock Inc. 6% 4,832,797 $1,607,533,289
2025-06-30 Boston Partners 5% 3,679,484 $1,223,906,780
2025-06-30 Janus Henderson Group PLC 4% 3,077,677 $1,023,727,715
2025-06-30 Dodge & Cox Inc 3% 2,701,709 $898,669,477
2025-06-30 Kayne Anderson Rudnick Investment Management LLC 3% 2,557,458 $850,687,267
2025-06-30 FMR, LLC 3% 2,454,474 $816,431,698
2025-06-30 Massachusetts Financial Services Co. 3% 2,442,182 $812,343,010
2025-06-30 Lone Pine Capital Llc 2% 1,872,248 $622,765,861
2025-06-30 WCM Investment Management, LLC 2% 1,730,777 $575,708,361

Besides an analyst consensus of strong upside potential, other market factors point to there being mixed market sentiment on LPL Financial.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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