Recent Investment Analysts’ Ratings Changes for LPL Financial (LPLA)

A number of research firms have changed their ratings and price targets for LPL Financial (NASDAQ: LPLA):

• 7/24/2026 – LPL Financial had its “hold (c)” rating reaffirmed by Weiss Ratings.
• 7/13/2026 – LPL Financial had its price target raised by JPMorgan Chase & Co. from $390.00 to $408.00. They now have an “overweight” rating on the stock.
• 7/10/2026 – LPL Financial had its price target raised by Morgan Stanley from $374.00 to $387.00. They now have an “overweight” rating on the stock.
• 7/9/2026 – LPL Financial had its price target lowered by Barclays PLC from $412.00 to $394.00. They now have an “overweight” rating on the stock.
• 7/8/2026 – LPL Financial had its price target lowered by UBS Group AG from $395.00 to $391.00. They now have a “buy” rating on the stock.
• 6/4/2026 – LPL Financial had its “outperform” rating reaffirmed by William Blair.

Insider Buying and Selling

In related news, Director Aneri Jambusaria sold 308 shares of the stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $306.00, for a total value of $94,248.00. Following the sale, the director directly owned 6,415 shares of the company’s stock, valued at $1,962,990. This represents a 4.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company’s stock.

LPL Financial (NASDAQ: LPLA) is a U.S.-focused financial services firm that provides brokerage, custodial and advisory platforms to independent financial advisors, registered investment advisers and institutions. Operating primarily as an independent broker-dealer and custodian, the company supports a network of advisors with the operational, compliance and clearing infrastructure needed to manage client accounts and deliver investment advice outside of traditional wirehouse models.

The firm’s product and service offerings include trade execution and clearing, custody services, retirement plan services, model portfolio and advisory platforms, wealth management technology, investment research and product access across equities, fixed income, mutual funds, exchange-traded funds and insurance and annuity solutions.