🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

LPL Financial holds steady with a target from TD Cowen

EditorTanya Mishra
Published 23/08/2024, 13:28
LPLA
-

TD Cowen maintained a Hold rating on LPL Financial Holdings (NASDAQ:LPLA) with a consistent price target of $255.00. The firm's outlook followed the release of LPLA's July metrics, which were published after the market closed on Thursday. The data, adjusted for the announced run-off related to Office of Supervisory Jurisdiction (OSJ), was viewed positively by the analyst firm, as the results surpassed management's own projections.

The analyst firm acknowledged that while most of the information from the update had been anticipated following the company's second-quarter commentary on July 26, LPLA's stock is expected to outperform on Friday. This projection is set against a backdrop of less favorable updates from key competitors in the industry.

The July metrics provided by LPL Financial Holdings showed a robust financial picture, which could potentially lead to a positive market response. The firm's performance indicators, particularly the core NNA growth and client cash positions, are key metrics that investors often use to gauge a company's health and prospects.

This hold rating and price target affirmation by TD Cowen comes at a time when financial advisors and investors are closely monitoring the performance of financial services firms.

Investors and market watchers will be keeping an eye on LPL Financial Holdings' stock performance throughout Friday's trading session to see if it aligns with TD Cowen's expectations of outperformance relative to its peers. The company's ability to exceed management's guidance on core financial metrics may influence market sentiment and trading activity.

In other recent news, LPL Financial Holdings Inc. reported strong second-quarter results, with total assets reaching $1.5 trillion and organic net new assets of $29 billion, marking an 8% annualized growth. The adjusted earnings per share stood at $3.88 with the company recording $93 billion in recruited assets over the past year.

Jefferies has adjusted its outlook on LPL Financial, reducing the price target to $309 from $334 while maintaining a Buy rating. This follows LPL Financial's robust Q2 performance, which surpassed Jefferies' estimate and the consensus.

Ameriprise Financial (NYSE:AMP) has initiated legal action against LPL Financial, accusing the latter of engaging in the systematic appropriation and improper use of confidential client data.

Lastly, several Wall Street firms, including TD Securities and BNY Mellon (NYSE:BK), have agreed to pay a collective sum exceeding $470 million in settlements with U.S. regulators for violations of recordkeeping rules.

InvestingPro Insights

As LPL Financial Holdings (NASDAQ:LPLA) garners attention from TD Cowen's hold rating and price target, it's worth noting the company's financial stability and potential for return on investment. LPLA has been successful in maintaining dividend payments for an impressive 13 consecutive years, a testament to its financial resilience and commitment to shareholder value. Moreover, the company's liquid assets surpass its short-term obligations, providing a cushion for operational flexibility and financial security.

From a valuation standpoint, LPLA's market capitalization stands at $16.39 billion, with a Price/Earnings (P/E) ratio of 16.95, reflecting investor sentiment about its earnings potential. Despite the stock price's recent decline over the last three months, analysts remain optimistic, predicting profitability for the year ahead. This sentiment is further supported by LPLA's historical performance, which includes a high return over the last decade and a strong return over the last five years.

For investors seeking more in-depth analysis, there are additional InvestingPro Tips available, which provide a comprehensive look at LPLA's financial health and market position. To explore these insights and make informed investment decisions, visit https://www.investing.com/pro/LPLA for further details.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.