LPL Financial Holdings Inc. (LPLA) is down 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The clearest company-specific catalyst is not obvious, so the move appears more likely tied to broader pressure on financial and wealth-management names rather than a fresh negative announcement from the company. This could be because investors remain sensitive to credit-market risk and valuation concerns across the sector, even as LPL’s recent operating data has stayed solid.

Details:

Sources:

LPL Financial, SEC, Kiplinger, Reuters

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$LPLA Insider Trading Activity

$LPLA insiders have traded $LPLA stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.

Here’s a breakdown of recent trading of $LPLA stock by insiders over the last 6 months:

• MATTHEW J AUDETTE (President and CFO) has made 0 purchases and 10 sales selling 3,160 shares for an estimated $1,025,616.
• MARC ELIOT COHEN (Group Managing Director) has made 0 purchases and 2 sales selling 3,300 shares for an estimated $1,019,995.
• MATTHEW ENYEDI (Group Managing Director) has made 0 purchases and 5 sales selling 2,109 shares for an estimated $675,191.
• ANERI JAMBUSARIA (Group Managing Director) sold 308 shares for an estimated $94,248

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$LPLA Hedge Fund Activity

We have seen 357 institutional investors add shares of $LPLA stock to their portfolio, and 466 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• CAPITAL WORLD INVESTORS removed 1,312,911 shares (-36.2%) from their portfolio in Q1 2026, for an estimated $394,963,016
• M&T BANK CORP added 1,136,952 shares (+27955.5%) to their portfolio in Q4 2025, for an estimated $406,085,145
• SAMLYN CAPITAL, LLC added 744,101 shares (+47.1%) to their portfolio in Q1 2026, for an estimated $223,847,903
• PRINCIPAL FINANCIAL GROUP INC added 702,061 shares (+36.3%) to their portfolio in Q1 2026, for an estimated $211,201,010
• FMR LLC added 632,711 shares (+95.1%) to their portfolio in Q1 2026, for an estimated $190,338,450
• KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 618,457 shares (-26.9%) from their portfolio in Q1 2026, for an estimated $186,050,419
• MILLENNIUM MANAGEMENT LLC added 585,543 shares (+192.2%) to their portfolio in Q1 2026, for an estimated $176,148,900

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$LPLA Congressional Stock Trading

Members of Congress have traded $LPLA stock 7 times in the past 6 months. Of those trades, 7 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $LPLA stock by members of Congress over the last 6 months:

• REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 7 times. They made 7 purchases worth up to $105,000 on 05/19, 05/14, 05/12, 05/07, 05/01, 04/06, 03/27 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$LPLA Analyst Ratings

Wall Street analysts have issued reports on $LPLA in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• Barclays issued a "Overweight" rating on 01/30/2026
• JP Morgan issued a "Overweight" rating on 01/30/2026
• Jefferies issued a "Buy" rating on 01/30/2026

To track analyst ratings and price targets for $LPLA, check out Quiver Quantitative's $LPLA forecast page.

$LPLA Price Targets

Multiple analysts have issued price targets for $LPLA recently. We have seen 9 analysts offer price targets for $LPLA in the last 6 months, with a median target of $390.0.

Here are some recent targets:

• Benjamin Budish from Barclays set a target price of $412.0 on 05/01/2026
• Bill Katz from TD Cowen set a target price of $326.0 on 05/01/2026
• Michael Brown from UBS set a target price of $395.0 on 05/01/2026
• Michael Cho from JP Morgan set a target price of $390.0 on 05/01/2026
• Michael Cyprys from Morgan Stanley set a target price of $374.0 on 04/10/2026
• Chris Allen from Keefe, Bruyette & Woods set a target price of $350.0 on 04/08/2026
• Daniel Fannon from Jefferies set a target price of $383.0 on 04/06/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

Read full article here »