Two Sigma Securities LLC Has $1.91 Million Stock Position in LPL Financial Holdings Inc. $LPLA

Posted by Francis Steltz on Aug 31st, 2026

Two Sigma Securities LLC grew its stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 59.4% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,789 shares of the financial services provider’s stock after buying an additional 2,530 shares during the quarter. Two Sigma Securities LLC’s holdings in LPL Financial were worth $1,912,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. Wedbush Securities Inc. acquired a new position in shares of LPL Financial during the second quarter worth $254,000. Thornburg Investment Management Inc. boosted its holdings in shares of LPL Financial by 48.5% during the 2nd quarter. Thornburg Investment Management Inc. now owns 54,967 shares of the financial services provider’s stock valued at $15,483,000 after acquiring an additional 17,957 shares in the last quarter. Van ECK Associates Corp grew its position in LPL Financial by 4.5% during the 2nd quarter. Van ECK Associates Corp now owns 1,048,344 shares of the financial services provider’s stock worth $295,298,000 after acquiring an additional 45,367 shares during the last quarter. Nissay Asset Management Corp Japan grew its position in LPL Financial by 4.5% during the 2nd quarter. Nissay Asset Management Corp Japan now owns 10,760 shares of the financial services provider’s stock worth $3,031,000 after acquiring an additional 459 shares during the last quarter. Finally, Hsbc Holdings PLC increased its holdings in LPL Financial by 60.6% in the 2nd quarter. Hsbc Holdings PLC now owns 70,358 shares of the financial services provider’s stock worth $19,782,000 after purchasing an additional 26,562 shares in the last quarter. 95.66% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

LPLA has been the subject of several research reports. BMO Capital Markets increased their target price on LPL Financial from $300.00 to $390.00 and gave the company an “outperform” rating in a research report on Monday, August 3rd. William Blair reiterated an “outperform” rating on shares of LPL Financial in a report on Thursday, June 4th. Wolfe Research reiterated an “outperform” rating and issued a $454.00 price objective on shares of LPL Financial in a report on Wednesday, August 12th. Morgan Stanley lifted their target price on shares of LPL Financial from $374.00 to $387.00 and gave the stock an “overweight” rating in a research report on Friday, July 10th. Finally, TD Cowen boosted their target price on shares of LPL Financial from $330.00 to $372.00 and gave the stock a “hold” rating in a report on Friday, July 31st. Twelve equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, LPL Financial has a consensus rating of “Moderate Buy” and a consensus price target of $406.69.

Get Our Latest Research Report on LPL Financial

LPL Financial Price Performance

Shares of LPLA opened at $370.69 on Monday. The company has a market capitalization of $29.19 billion, a PE ratio of 29.56, a PEG ratio of 0.62 and a beta of 0.48. LPL Financial Holdings Inc. has a 12 month low of $260.15 and a 12 month high of $400.16. The stock’s 50-day moving average price is $333.13 and its two-hundred day moving average price is $314.67. The company has a current ratio of 2.39, a quick ratio of 2.39 and a debt-to-equity ratio of 1.30.

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

LPL Financial Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, August 28th. Investors of record on Friday, August 14th were issued a $0.30 dividend. The ex-dividend date was Friday, August 14th. This represents a $1.20 annualized dividend and a yield of 0.3%. LPL Financial’s dividend payout ratio is presently 9.57%.

Insider Activity at LPL Financial

In other LPL Financial news, Director Aneri Jambusaria sold 308 shares of the stock in a transaction that occurred 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 sale, the director owned 6,415 shares of the company’s stock, valued at approximately $1,962,990. This represents a 4.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Greg Gates sold 4,119 shares of the firm’s stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $355.38, for a total transaction of $1,463,810.22. Following the transaction, the director owned 23,602 shares of the company’s stock, valued at approximately $8,387,678.76. The trade was a 14.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 5,427 shares of company stock worth $1,910,778 over the last ninety days. Insiders own 0.60% of the company’s stock.

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.