Focus Partners Advisor Solutions LLC Makes New Investment in LPL Financial Holdings Inc. $LPLA

Posted by Geri Gentry on Aug 16th, 2026

Focus Partners Advisor Solutions LLC purchased a new stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) during the 2nd quarter, HoldingsChannel reports. The firm purchased 64,443 shares of the financial services provider’s stock, valued at approximately $18,153,000.

A number of other hedge funds have also modified their holdings of LPLA. Osterweis Capital Management Inc. acquired a new position in LPL Financial in the 2nd quarter worth approximately $26,000. Clearstead Advisors LLC lifted its stake in LPL Financial by 3,650.0% during the 4th quarter. Clearstead Advisors LLC now owns 75 shares of the financial services provider’s stock valued at $27,000 after acquiring an additional 73 shares during the period. Core Wealth Advisors LLC acquired a new stake in LPL Financial during the 4th quarter valued at approximately $36,000. Physician Wealth Advisors Inc. boosted its holdings in shares of LPL Financial by 580.0% in the 1st quarter. Physician Wealth Advisors Inc. now owns 136 shares of the financial services provider’s stock valued at $41,000 after acquiring an additional 116 shares during the last quarter. Finally, Graney & King LLC boosted its holdings in shares of LPL Financial by 49.5% in the 2nd quarter. Graney & King LLC now owns 139 shares of the financial services provider’s stock valued at $52,000 after acquiring an additional 46 shares during the last quarter. 95.66% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently issued reports on LPLA. JPMorgan Chase & Co. raised their target price on shares of LPL Financial from $408.00 to $428.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. UBS Group lowered their price target on shares of LPL Financial from $395.00 to $391.00 and set a “buy” rating on the stock in a report on Wednesday, July 8th. William Blair reaffirmed an “outperform” rating on shares of LPL Financial in a research report on Thursday, June 4th. Wolfe Research reiterated an “outperform” rating and set a $454.00 price objective on shares of LPL Financial in a research note on Wednesday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of LPL Financial in a report on Friday, July 24th. Twelve investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, LPL Financial currently has an average rating of “Moderate Buy” and an average price target of $406.69.

Check Out Our Latest Stock Report on LPLA

Insider Activity

In related news, Director Matthew Enyedi sold 1,000 shares of LPL Financial stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $352.72, for a total value of $352,720.00. Following the completion of the transaction, the director owned 13,121 shares in the company, valued at $4,628,039.12. The trade was a 7.08% decrease in their position. The sale was disclosed in a document filed 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 company’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $306.00, for a total value of $94,248.00. Following the completion of the transaction, the director directly owned 6,415 shares of the company’s stock, valued at $1,962,990. The trade was a 4.58% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.60% of the company’s stock.

LPL Financial Price Performance

NASDAQ:LPLA opened at $370.67 on Friday. 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 firm has a market cap of $29.19 billion, a price-to-earnings ratio of 29.56, a price-to-earnings-growth ratio of 0.62 and a beta of 0.48. The company has a 50 day moving average price of $319.20 and a 200-day moving average price of $315.91. 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 quarterly earnings results on Thursday, July 30th. The financial services provider reported $5.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.39 by $0.45. The firm had revenue of $5.19 billion for the quarter, compared to the consensus estimate of $5.04 billion. LPL Financial had a net margin of 5.13% and a return on equity of 32.20%. The firm’s quarterly revenue was up 35.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.51 earnings per share. Equities research analysts forecast that LPL Financial Holdings Inc. will post 24.09 EPS for the current year.

LPL Financial Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Shareholders 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 dividend payout ratio is 9.57%.

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.