Latest news with #LPLA
Yahoo
2 days ago
- 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
Yahoo
23-05-2025
- Business
- Yahoo
LPL Financial's April Brokerage & Advisory Assets Fall Sequentially
LPL Financial LPLA witnessed a fall in total brokerage and advisory assets in April 2025. The metric was $1.79 trillion, which declined 0.4% from the prior month but jumped 26.5% year over year. Of LPLA's total assets, brokerage assets were $809.4 billion and advisory assets amounted to $978.6 billion. Brokerage assets decreased 1% from March 2025 but surged 27% year over year. On the other hand, advisory assets rose 0.1% from the previous month and 26.2% from April organic net new assets (NNAs) were $6.1 billion. It included $0.1 billion from Wintrust Investments, LLC, that was onboarded in the month and $0.2 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 $6.2 Financial reported $51.8 billion of total client cash balance in April, down 2.4% from the prior month but up 13.3% from April 2024. Of the total balance, $35.2 billion was insured cash, $10.7 billion was deposit cash and the remaining was money-market sweep and client cash balance. LPL Financial's impending buyout of Commonwealth Financial Network, acquisitions of Investment Center and Atria Wealth, solid advisor productivity and recruiting efforts will support advisory revenues. The company is expected to keep expanding inorganically, which will help diversify operations. However, uncertainty about the performance of the capital markets and substantial goodwill on the balance sheet are the past year, LPLA shares have risen 32.7%, outperforming the industry's growth of 24.7%. Image Source: Zacks Investment Research 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. Charles Schwab SCHW released its monthly activity report for April 2025. The company's core NNAs of $2.7 billion in April 2025 surged substantially from the prior-year month and declined 95% in the previous month. The decline was due to 'the impact of client tax disbursements during the month.'SCHW's total client assets were $9.89 trillion, up 12% from April 2024 and stable sequentially. This was driven by the volatile markets during the month. Client assets receiving ongoing advisory services were $5.04 trillion, growing 12% from the year-ago period and relatively stable with the prior Brokers Group IBKR released the Electronic Brokerage segment's performance metrics for April 2025. The segment deals with the clearance and settlement of trades for individual and institutional clients globally. The company reported a rise in client Daily Average Revenue Trades (DARTs) from a year total client DARTs in April were 3,818,000, representing a 63.2% increase from April 2024 and a 10% rise from March 2025. 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 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 This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
13-02-2025
- Business
- Yahoo
LPL Financial Asset Growth, Acquisitions Attract Big Money
LPLA serves financial advisors as an independent broker-dealer and custodian, as well as being an investment advisory firm. Its technology solutions, compliance, and consultation services help millions of Americans with financial planning. LPLA has kept growing through acquisitions and successful onboarding of newly acquired firms, often retaining 80% or more of clients. As for earnings, LPLA's fourth-quarter fiscal 2024 earnings report revealed record asset growth and strong overall financial performance. The firm's total assets under management are now $1.7 trillion, a new record. Client cash revenue grew by $23 million from the prior quarter, to $397 million. LPLA's adjusted per-share earnings were $4.25 for the quarter and $16.51 for the full year. It's no wonder LPLA shares are up 12% this year – and they could rise more. MAPsignals 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 over the years: 3-year sales growth rate (+17.2%) 3-year earnings growth rate (+39.1%) Source: FactSet Also, EPS is estimated to ramp higher this year by +19.7%. 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 MAPsignals. 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 Top 20 report multiple times in the last year, with more potentially on the horizon. The blue bars below show when LPLA was a top pick…driving shares up: 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, learn more about the MAPsignals process here. This article was originally posted on FX Empire Agnico Eagle Increases Production, Share Value Dealer Additions Driving CarGurus Growth LPL Financial Asset Growth, Acquisitions Attract Big Money Germany: Industrial, Labour, Tax Reforms Essential to Revive Growth Amid Geopolitical Challenges MACOM Technology Shares Rise on AI Sales Catalyst Remains a Big Money Favorite
