Vise Technologies Inc. Buys Shares of 3,626 LPL Financial Holdings Inc. $LPLA

Posted by George Bondi on Aug 23rd, 2026

Vise Technologies Inc. bought a new stake in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,626 shares of the financial services provider’s stock, valued at approximately $1,021,000.

Several other institutional investors have also recently bought and sold shares of the business. BlackRock Inc. bought a new position in shares of LPL Financial in the second quarter worth about $1,333,189,000. Barrow Hanley Mewhinney & Strauss LLC acquired a new stake in shares of LPL Financial in the 4th quarter valued at approximately $450,493,000. Norges Bank bought a new stake in shares of LPL Financial during the 4th quarter valued at approximately $371,616,000. Capital World Investors grew its holdings in shares of LPL Financial by 37.9% during the 4th quarter. Capital World Investors now owns 3,625,357 shares of the financial services provider’s stock valued at $1,294,869,000 after purchasing an additional 996,806 shares during the last quarter. Finally, Assenagon Asset Management S.A. increased its position in LPL Financial by 4,435.2% during the 2nd quarter. Assenagon Asset Management S.A. now owns 747,086 shares of the financial services provider’s stock worth $210,439,000 after purchasing an additional 730,613 shares in the last quarter. Institutional investors and hedge funds own 95.66% of the company’s stock.

Insider Activity

In related news, Director Matthew Enyedi sold 1,000 shares of LPL Financial stock in a transaction on Friday, July 31st. The shares were sold at an average price of $352.72, for a total transaction of $352,720.00. Following the completion of the transaction, the director owned 13,121 shares of the company’s stock, valued at $4,628,039.12. This trade represents a 7.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Aneri Jambusaria sold 308 shares of the business’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $306.00, for a total transaction of $94,248.00. Following the completion of the transaction, the director owned 6,415 shares in the company, valued at approximately $1,962,990. The trade was a 4.58% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 5,427 shares of company stock valued at $1,910,778. 0.60% of the stock is currently owned by insiders.

LPL Financial Price Performance

Shares of LPLA opened at $361.35 on Friday. The business has a 50-day moving average of $326.58 and a 200-day moving average of $315.86. The company has a debt-to-equity ratio of 1.30, a current ratio of 2.39 and a quick ratio of 2.39. The company has a market capitalization of $28.45 billion, a price-to-earnings ratio of 28.82, a price-to-earnings-growth ratio of 0.61 and a beta of 0.48. LPL Financial Holdings Inc. has a 1 year low of $260.15 and a 1 year high of $400.16.

LPL Financial (NASDAQ:LPLA – Get Free Report) last announced its earnings results on Thursday, July 30th. The financial services provider reported $5.84 EPS for the quarter, beating the consensus estimate of $5.39 by $0.45. The business had revenue of $5.19 billion for the quarter, compared to analysts’ expectations of $5.04 billion. LPL Financial had a return on equity of 32.20% and a net margin of 5.13%.The firm’s revenue was up 35.2% on a year-over-year basis. During the same period in the prior year, the business posted $4.51 earnings per share. As a group, equities research analysts anticipate that LPL Financial Holdings Inc. will post 24.09 earnings per share for the current year.

LPL Financial Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be given a $0.30 dividend. The ex-dividend date is Friday, August 14th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 0.3%. LPL Financial’s payout ratio is 9.57%.

Analyst Ratings Changes

LPLA has been the subject of several research reports. Keefe, Bruyette & Woods increased their price objective on shares of LPL Financial from $365.00 to $390.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. JPMorgan Chase & Co. boosted their target price on shares of LPL Financial from $408.00 to $428.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Wolfe Research reiterated an “outperform” rating and set a $454.00 price target on shares of LPL Financial in a report on Wednesday, August 12th. William Blair reiterated an “outperform” rating on shares of LPL Financial in a research note on Thursday, June 4th. Finally, TD Cowen raised their price objective on LPL Financial from $330.00 to $372.00 and gave the company a “hold” rating in a report on Friday, July 31st. Twelve investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $406.69.

Check Out Our Latest Stock Analysis on LPLA

LPL Financial Profile

(Free Report)

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.