Latest news with #LPLA
Yahoo
21-07-2025
- Business
- Yahoo
Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. While you may have an investing style you rely on, finding great stocks is made easier with the Zacks Style Scores. These are complementary indicators that rate stocks based on value, growth, and/or momentum characteristics. Is This 1 Momentum Stock a Screaming Buy Right Now? For momentum investors, upward or downward trends in a stock's price or earnings outlook take precedent, so they'll want to zero in on the Momentum Style Score. This Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates. LPL Financial Holdings Inc. (LPLA) LPL Financial Holdings Inc. is based in Boston, MA. It is a clearing broker-dealer and an investment advisory firm that acts as an agent for its advisors on behalf of their clients by providing access to a broad array of financial products and services. LPLA is a Zacks Rank #3 (Hold) stock, with a Momentum Style Score of A and VGM Score of B. Shares are up 5.7% over the past one week and up 3.6% over the past four weeks. LPLA has gained 85.9% in the last one-year period as well. Looking at trading volume, an average of 806,014 shares exchanged hands over the last 20 trading days. A company's earnings performance is important for momentum investors as well. For fiscal 2025, four analysts revised their earnings estimate higher in the last 60 days for LPLA, while the Zacks Consensus Estimate has increased $0.28 to $18.59 per share. LPLA also boasts an average earnings surprise of 10.2%. With strong earnings growth, a good Zacks Rank, and top-tier Momentum and VGM Style Scores, investors should think about adding LPLA to their portfolios. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report LPL Financial Holdings Inc. (LPLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-06-2025
- Business
- Yahoo
Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Growth Stock
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Many investors also have a go-to methodology that helps guide their buy and sell decisions. One way to find winning stocks based on your preferred way of investing is to use the Zacks Style Scores, which are indicators that rate stocks based on three widely-followed investing types: value, growth, and momentum. Different than value or momentum investors, growth-oriented investors are concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, they'll want to focus on the Growth Style Score, which analyzes characteristics like projected and historical earnings, sales, and cash flow to find stocks that will see sustainable growth over time. LPL Financial Holdings Inc. is based in Boston, MA. It is a clearing broker-dealer and an investment advisory firm that acts as an agent for its advisors on behalf of their clients by providing access to a broad array of financial products and services. LPLA sits at a Zacks Rank #3 (Hold), holds a Growth Style Score of B, and has a VGM Score of B. Earnings and sales are forecasted to increase 12.7% and 24.3% year-over-year, respectively. Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2025. The Zacks Consensus Estimate has increased $0.64 to $18.60 per share. LPLA boasts an average earnings surprise of 10.2%. On a historic basis, LPL Financial Holdings Inc. has generated cash flow growth of 17.1%, and is expected to report cash flow expansion of 7.1% this year. With solid fundamentals, a good Zacks Rank, and top-tier Growth and VGM Style Scores, LPLA should be on investors' short lists. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report LPL Financial Holdings Inc. (LPLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Globe and Mail
24-06-2025
- Business
- Globe and Mail
LPL Financial's May Brokerage & Advisory Assets Rise Y/Y
LPL Financial LPLA witnessed a rise in total brokerage and advisory assets in May 2025. The metric was $1.85 trillion, which grew 3.7% from the prior month and 26.5% year over year. LPLA's Performance Breakdown Of LPLA's total assets, brokerage assets were $832.9 billion and advisory assets amounted to $1.02 trillion. Brokerage assets rose 2.9% from April 2025 and 26.8% year over year. Advisory assets were up 4.4% from the previous month and 26.2% from May 2024. Total net new assets (NNAs) were $6.5 billion in May. Total organic NNAs were $6.5 billion as well, including $1 billion off-boarded assets as part of the previously disclosed planned separation from misaligned large offices of supervisory jurisdiction. Excluding these assets, organic NNAs were $7.5 billion. The company reported $49.2 billion of total client cash balance in May, down 5% from the prior month but up 10.6% from May 2024. Of the total balance, $33.4 billion was insured cash, $10.6 billion was deposit cash, and the remainder was money-market sweep and client cash balance. Our Take on LPLA Stock LPL Financial's impending acquisition of Commonwealth Financial, the buyouts of Investment Center and Atria Wealth, and solid advisor productivity and recruiting efforts are expected to bolster advisory revenues. However, uncertainty about the performance of the capital markets and substantial goodwill on the balance sheet are headwinds. In the past three months, LPLA's shares have risen 9.3%, outperforming the industry 's growth of 7.8%. Currently, LPL Financial carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Performance of LPLA's Peers in May Charles Schwab SCHW released its monthly activity report for May 2025. The company's total client assets were $10.35 trillion, up 12.4% from May 2024 and 4.6% from April 2025. SCHW's client assets receiving ongoing advisory services were $5.24 trillion, growing 12.6% from the year-ago period and 3.9% from the prior month. Interactive Brokers Group, Inc. IBKR released the Electronic Brokerage segment's performance metrics for May 2025. The segment deals with the clearance and settlement of trades for individual and institutional clients globally. It reported a rise in client Daily Average Revenue Trades (DARTs) from a year ago. IBKR's total client DARTs in May were 3,384,000, representing a 43% increase from May 2024 but an 11% decline from April 2025. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> The Charles Schwab Corporation (SCHW): Free Stock Analysis Report Interactive Brokers Group, Inc. (IBKR): Free Stock Analysis Report LPL Financial Holdings Inc. (LPLA): Free Stock Analysis Report
Yahoo
10-06-2025
- Business
- Yahoo
Why LPL Financial Holdings Inc. (LPLA) is a Top Growth Stock for the Long-Term
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors alike. Many investors also have a go-to methodology that helps guide their buy and sell decisions. One way to find winning stocks based on your preferred way of investing is to use the Zacks Style Scores, which are indicators that rate stocks based on three widely-followed investing types: value, growth, and momentum. Growth investors build their portfolios around companies that are financially strong and have a bright future, and the Growth Style Score helps take projected and historical earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth. LPL Financial Holdings Inc. is based in Boston, MA. It is a clearing broker-dealer and an investment advisory firm that acts as an agent for its advisors on behalf of their clients by providing access to a broad array of financial products and services. LPLA boasts a Growth Style Score of B and VGM Score of B, and holds a Zacks Rank #3 (Hold) rating. Its bottom-line is projected to rise 12.7% year-over-year for 2025, while Wall Street anticipates its top line to improve by 24.3%. Four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.22 to $18.60 per share for 2025. LPLA boasts an average earnings surprise of 10.2%. On a historic basis, LPL Financial Holdings Inc. has generated cash flow growth of 17.1%, and is expected to report cash flow expansion of 7.1% this year. Investors should take the time to consider LPLA for their portfolios due to its solid Zacks Rank rating, notable growth metrics, and impressive Growth and VGM Style Scores. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report LPL Financial Holdings Inc. (LPLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
23-05-2025
- Business
- Yahoo
Big Money Buys LPL Financial Shares
LPLA serves financial advisors as an independent broker-dealer and custodian, along with being an investment advisory firm. Its technology solutions, compliance, and consultation services benefit millions of Americans who receive financial planning services. LPLA has kept its growth trajectory strong through acquisitions and successful onboarding of newly acquired firms, often retaining 80% or more of clients with each corporate purchase. As for earnings, LPLA's first-quarter fiscal 2025 report reflected record asset growth with $71 billion in organic net new assets, representing growth of 16%. That brings total assets under management to $1.8 trillion, which is a new quarterly high. Adjusted per-share earnings were $5.15, which is a first-quarter record for the company. LPLA also acquired and onboarded new customers to its platform, meaning its growth strategy is executing as expected. It's no wonder LPLA shares are up almost 16% this year – and they could rise more. MoneyFlows data shows how Big Money investors are betting heavily on the forward picture of the stock. Institutional volumes reveal plenty. In the last year, LPLA has enjoyed strong investor demand, which we believe to be institutional support. Each green bar signals unusually large volumes in LPLA shares. They reflect our proprietary inflow signal, pushing the stock higher: Plenty of financials names are under accumulation right now. But there's a powerful fundamental story happening with LPL Financial. Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, LPLA has had strong sales and earnings growth: 3-year sales growth rate (+17.2%) 3-year sales EPS rate (+39.1%) Source: FactSet Also, EPS is estimated to ramp higher this year by +17.3%. Now it makes sense why the stock has been powering to new heights. LPLA has a track record of strong financial performance. Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term. LPL Financial has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis. It's made the rare Outlier 20 report multiple times in the last five years. The blue bars below show when LPLA was a top pick…boosted by Big Money inflows: Tracking unusual volumes reveals the power of money flows. This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward. The LPLA rally isn't new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio. Disclosure: the author holds no position in LPLA at the time of publication. If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights. This article was originally posted on FX Empire Big Money Buys LPL Financial Shares Monster's Comeback Continues Forced Buying That Starts a New Market Phase Howmet Flies Higher on Earnings Strength US Public Debt Trajectory and Interest Payments Set to Worsen and Exceed Sovereign Peers Weekly Data for Oil and Gold: Price Review for the Week Ahead Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
