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Aging Trends And Technology Investments Will Unlock Independent Advisory Opportunities

Published
08 Aug 24
Updated
25 Sep 25
AnalystConsensusTarget's Fair Value
US$442.38
23.0% undervalued intrinsic discount
25 Sep
US$340.60
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1Y
46.4%
7D
1.1%

Author's Valuation

US$442.3823.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on25 Sep 25
Fair value Decreased 2.43%

Analysts have modestly lowered their price target for LPL Financial Holdings to $442.38, as integration of Commonwealth Financial Network and near-term growth concerns temper catalysts despite strong recent earnings and supportive macro drivers. Analyst Commentary Bullish analysts see potential for multiple re-rating and upside as LPL Financial integrates Commonwealth Financial Network, with earnings dilution and asset growth slowdowns seen as already priced in.

Shared on10 Sep 25
Fair value Increased 2.76%

Analysts raised LPL Financial Holdings' price target to $453.42, citing strong Q2 earnings, sector tailwinds from interest rates and credit growth, but note tempered enthusiasm due to declining client cash balances and a more cautious rating from one analyst. Analyst Commentary Bullish analysts raised price targets following Q2 earnings beats and updates to sector models, reflecting stronger-than-expected financial performance.

Shared on07 May 25
Fair value Increased 7.73%

Shared on30 Apr 25
Fair value Increased 0.57%

AnalystConsensusTarget has increased revenue growth from 14.4% to 16.3%.

Shared on23 Apr 25
Fair value Decreased 0.60%

AnalystConsensusTarget has decreased revenue growth from 16.3% to 14.4%.

Shared on16 Apr 25
Fair value Increased 5.02%

AnalystConsensusTarget has decreased revenue growth from 18.3% to 16.3%.

Shared on09 Apr 25
Fair value Decreased 4.57%

AnalystConsensusTarget has increased revenue growth from 16.1% to 18.3% and decreased future PE multiple from 22.3x to 19.3x.

Shared on02 Apr 25
Fair value Decreased 1.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 1.06%

AnalystConsensusTarget has increased revenue growth from 13.1% to 17.5% and decreased profit margin from 10.4% to 9.2%.