에 대한 최신 뉴스 LPL Finl Hldgs (NASDAQ:LPLA) 주식

LPL Finl Hldgs

LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of September 2024, the company had over 23,000 advisors on its platform managing $1.6 trillion of client assets. The company doesn't have material operations outside of the United States.

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이들 11개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요? QXO(NASDAQ:QXO)의 주가는 사모 금융 유치를 발표한 이후 33.37% 상승했다.

유니버셜 헬스 및 록히드 마틴은 지난주 최고 성과를 보여준 11개 대형주 중 일부 (7월 21일-7월 27일)

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이들 11개 대형주는 지난주 최악의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?

AMD와 도미노피자는 지난주 최악의 성과를 보인 11개 대형주 중 일부 (7월 14일-7월 20일)

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월스트리트가 2분기 실적 시즌을 준비함에 따라 7월 12일 금요일에 결과를 발표할 3대 주요 은행에 모두 주목하고 있다: JP모건 체이스(NYSE:JPM), 씨티그룹(NYSE:C) 그리고 웰스파고(NYSE:WFC).

은행 실적 미리보기: 분석가는 3개의 선호 종목을 공개하며, JP모건과 두 은행을 하향 조정

LPL Financial Holdings Inc. - Common Stock

LPL Financial Holdings Inc

BofA Securities analyst Craig Siegenthaler revised estimates and price forecasts for several broker <a href="https://www.benzinga.com/topic/broker" target="_blank" rel="noreferrer noopener">stocks ahead of earnings season</a>.
The analyst writes that a deeper equity market correction poses EPS risks from cash sweep revenues, trading/margin loans, and AUM-based fees.
Siegenthaler expects further NNA slowdowns, especially in higher ROCA retail channel vs. wealth manager, projecting a modest dip in March.
Since the correction happened late in the quarter, most risks will surface in the second quarter instead of the first quarter of 2025, adds the analyst.
Charles Schwab: The analyst projects Charles Schwab Corporation&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>) NII to keep rising, regardless of market or rates, as it pays down its costly FHLB/CD borrowings.
He sees a third consecutive quarter of net new asset growth, with a 4.7% estimate, near the low end of the company&#8217;s 5%-7% target.
The analyst reiterated the Underperform rating on the company and lowered the <a target="_blank" href="https://www.benzinga.com/quote/schw/analyst-ratings" rel="noreferrer noopener">price forecast from $74 to $66</a>.
Also, Siegenthaler revised EPS estimates for first-quarter FY25 to $1.03 (from $1.01), 2026 to $4.27 (from $4.82) and 2027 to $4.73 (from $5.26) due to the negative impact of a reduced interest rate forecast and lower AUM-based fees.
Meanwhile, the analyst maintains a long-term bullish stance on retail brokers, particularly online brokers like Interactive Brokers Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBKR#NASDAQ">IBKR</a>) and Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>), as their valuations and ownership setups have improved post-correction year-to-date.
Siegenthaler continues to view online brokerage as a global secular trend, benefiting from its high-tech, low-cost model, which reaches mass customers at low price points and capitalizes on the demographic shift to digital.
Overall, the analyst maintains the Buy rating on LPL Financial Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>), thanks to strong <a href="https://www.benzinga.com/quote/lpla/analyst-ratings" target="_blank" rel="noreferrer noopener">organic growth and stable ROCA</a>.
Interactive Brokers Group: The analyst reduced the Interactive Brokers Group stock&#8217;s price <a href="https://www.benzinga.com/quote/ibkr/analyst-ratings" target="_blank" rel="noreferrer noopener">forecast from $307 to $265</a>.
Siegenthaler forecasts a 3% quarter-over-quarter revenue increase driven by higher trading volumes, with account growth expected to accelerate to 32%.
The analyst lowered first-quarter/2026/2027 EPS estimates to $1.99/$8.90/$10.62, from $2/$10.14/$12.27, respectively due to expectations of lower client engagement and the impact of lower short-term interest rates on net interest income.
Coinbase: Meanwhile, the analyst notes the strong trading levels Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) in the fourth quarter of 2024 were tough to replicate in the first quarter of FY25, with a decline in crypto prices slowing client activity.
As a result, the analyst lowered Coinbase's 2026/27 EPS estimates by over 10% and reduced the price forecast from $311 to $217.
Robinhood Markets: The analyst lowered the stock price <a href="https://www.benzinga.com/quote/hood/analyst-ratings" target="_blank" rel="noreferrer noopener">target from $65 to $58</a>.
While Siegenthaler expects Robinhood&#8217;s revenues to rise 44% year-over-year, this still represents a 12% quarter-over-quarter decline due to lower trading.
At Robinhood, the analyst also anticipates higher expenses and a return to a normal 21% tax rate after previously being at 0% or lower since its 2021 listing.
The analyst revised the first-quarter FY25/2026/2027 EPS estimates to 29 cents/$1.49/$1.94, from 43 cents/$1.76/$2.18, respectively, due to a lower interest rate forecast, decelerating trading volumes, higher G&amp;A expenses, and a return to a normal tax rate.
Meanwhile, the analyst remains optimistic about the company&#8217;s long-term growth, driven by business expansion, new product launches, strong client relationships, and market growth both globally (including Singapore) and domestically.
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Across the recent three months, 12 analysts have shared their insights on LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>), expressing a variety of opinions spanning from bullish to bearish.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">7</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $404.0, a high estimate of $435.00, and a low estimate of $379.00. Surpassing the previous average price target of $378.27, the current average has increased by 6.8%.
<img src="https://www.benzinga.com/files/images/story/2025/1743624017_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive LPL Finl Hldgs. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Christopher Allen</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$400.00</td>
<td>$415.00</td>
</tr>
<tr>
<td>Michael Cyprys</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$413.00</td>
<td>$379.00</td>
</tr>
<tr>
<td>Brennan Hawken</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$420.00</td>
<td>$390.00</td>
</tr>
<tr>
<td>Michael Cho</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$405.00</td>
<td>$397.00</td>
</tr>
<tr>
<td>Kyle Voigt</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$405.00</td>
<td>$390.00</td>
</tr>
<tr>
<td>Devin Ryan</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$435.00</td>
<td>$435.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$405.00</td>
<td>$390.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$414.00</td>
<td>$389.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$379.00</td>
<td>$378.00</td>
</tr>
<tr>
<td>Christopher Allen</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$385.00</td>
<td>$310.00</td>
</tr>
<tr>
<td>Michael Cho</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$397.00</td>
<td>$288.00</td>
</tr>
<tr>
<td>Brennan Hawken</td>
<td>UBS</td>
<td>Announces</td>
<td>Buy</td>
<td>$390.00</td>
<td>-</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to LPL Finl Hldgs. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of LPL Finl Hldgs compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for LPL Finl Hldgs's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into LPL Finl Hldgs's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/LPLA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on LPL Finl Hldgs analyst ratings.</a>
<h2>Delving into LPL Finl Hldgs's Background</h2>
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of September 2024, the company had over 23,000 advisors on its platform managing $1.6 trillion of client assets. The company doesn't have material operations outside of the United States.
<h3>Key Indicators: LPL Finl Hldgs's Financial Health</h3>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: LPL Finl Hldgs's revenue growth over a period of 3 months has been noteworthy. As of 31 December, 2024, the company achieved a revenue growth rate of approximately 32.85%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Financials sector.
Net Margin: LPL Finl Hldgs's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 7.71%, the company may face hurdles in effective cost management.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 9.5%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): LPL Finl Hldgs's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 2.14% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: LPL Finl Hldgs's debt-to-equity ratio is below the industry average. With a ratio of 1.96, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Assessing LPL Finl Hldgs: Insights From 12 Financial Analysts

Citigroup analyst Christopher Allen maintains LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) with a Buy and lowers the price target from $415 to $400.

Citigroup Maintains Buy on LPL Finl Hldgs, Lowers Price Target to $400

LPL intends to use the net proceeds of this offering to fund a portion of the cash consideration payable in connection with its previously announced proposed acquisition of Commonwealth Financial Network (the "Transaction") and, to the extent that any proceeds remain thereafter, or if the Transaction is not completed, for general corporate purposes. In addition to the net proceeds from this offering, LPL expects to use available cash and other borrowings to fund the purchase price for the Transaction.

Reported Earlier, LPL Financial Prices Public Offering Of 4.69M Shares At $320.00 Per Share

LPL Financial shares are trading lower after the company announced it entered into a definitive purchase agreement to acquire Commonwealth Financial Network for approximately $2.7 billion in cash.

<a href="https://www.globenewswire.com/Tracker?data=uMMr_JNGQ1NBRyWksbBDXW6Tszs_J7dBSNi0E_RpIRVoNI3eDcRg8RkZ7UA6KtFsDVJ6naoP-aBjVnF2cZ9kk6iEYAKW38n5fFgoLy6PGEU=">LPL Financial Holdings Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) (together with its subsidiaries, including LPL Financial LLC, "LPL Financial" or "LPL") today announced that it has commenced an underwritten public offering of $1.5 billion of its common stock.
Morgan Stanley &amp; Co. LLC is acting as sole active book-running manager. LPL also intends to grant the underwriters a 30-day option to purchase up to an additional $225.0 million of its common stock.
LPL intends to use the net proceeds of this offering to fund a portion of the cash consideration payable in connection with its previously announced proposed acquisition of Commonwealth Financial Network (the "Transaction") and, to the extent that any proceeds remain thereafter, or if the Transaction is not completed, for general corporate purposes. In addition to the net proceeds from this offering, LPL expects to use available cash and other borrowings to fund the purchase price for the Transaction.

Offerings

LPL Financial Launches $1.5B Stock Offering to Help Fund Commonwealth Acquisition

Headquartered in Waltham, Mass., Commonwealth provides integrated business solutions and services for approximately 2,900 financial advisors, managing approximately $285 billion of brokerage and advisory assets.&nbsp;
The transaction is expected to close in the second half of 2025, and the conversion to the LPL platform is expected to be completed in mid-2026.
LPL anticipates financing this transaction through a combination of corporate cash, debt and equity, resulting in credit agreement leverage of roughly 2.25x following the close of the transaction, with a near-term path to reduce leverage to the midpoint of its stated range of 1.5-2.5x.

LPL Financial Enters Definitive Purchase Agreement To Acquire Commonwealth Financial Network For Approximately $2.7B In Cash

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Shares of banks and financial services stocks are trading lower following greater-than-expected inflation data measured through the PCE price index for February, while personal spending missed estimates. Additionally, recent tariff announcements may be weighing on equities.

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Shares of several banking and broader financial stocks are trading higher in sympathy with overall market sentiment after the Fed policy decision to keep rates unchanged.

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Shares of banks and financial services stocks are trading higher amid an overall market rebound following recent weakness.

LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) has outperformed the market over the past 10 years by 10.65% on an annualized basis producing an average annual return of 21.07%. Currently, LPL Finl Hldgs has a market capitalization of $23.20 billion. 
Buying $1000 In LPLA: If an investor had bought $1000 of LPLA stock 10 years ago, it would be worth $6,760.92 today based on a price of $311.07 for LPLA at the time of writing.
<h3>LPL Finl Hldgs's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741648508_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

Here's How Much $1000 Invested In LPL Finl Hldgs 10 Years Ago Would Be Worth Today

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Shares of companies within the broader financial sector are trading lower amid economic worries driven by tariffs and trade policies. Investors may be expecting a decline in investment and consumer spending, which may also be weighing on the industry.

LPL Finl Hldgs's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NYSE">LPLA</a>) short percent of float has risen 15.73% since its last report. The company recently reported that it has 757 thousand shares sold short, which is 1.03% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.12 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>LPL Finl Hldgs Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741195816_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for LPL Finl Hldgs has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing LPL Finl Hldgs's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, LPL Finl Hldgs's peer group average for short interest as a percentage of float is 3.32%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

How Do Investors Really Feel About LPL Finl Hldgs?

LPL Financial shares are trading lower after the company announced $4 billion mixed shelf offering.

February 28, 2025 records indicate that Senator Markwayne Mullin filed a purchase of LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>), valued between $233,016 and $670,000. According to the February filing, the transaction occurred on February 28, 2025.
Currently, LPL Finl Hldgs shares are trading down 0.0% at $371.74.
<h3>What Senator Has Been Trading Recently</h3>
Over the previous three years, Markwayne Mullin conducted 298 trades, totaling more than $7.23 million. The largest of these were in Russell 1000 Ishares ETF and Invesco Actively Managed Exchange-Traded Fund Trus Invesco High Yield Select ETF stock. Some of the most notable transactions the Sen. has executed recently include: 
<ul>
<li>Materials ETF Vanguard (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAW#NYSE">VAW</a>): $100,001 - $250,000 Sale</li>
<li>LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>): $50,001 - $100,000 Purchase</li>
<li>Accenture (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>): $50,001 - $100,000 Purchase</li>
</ul>
Here's a summary of Markwayne Mullin's most recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Materials ETF Vanguard</td>
<td>VAW</td>
<td>STOCK</td>
<td>$100,001 - $250,000</td>
<td>S</td>
<td>2025-02-13</td>
</tr>
<tr>
<td>L3Harris Technologies</td>
<td>LHX</td>
<td>STOCK</td>
<td>$15,001 - $50,000</td>
<td>P</td>
<td>2025-02-13</td>
</tr>
<tr>
<td>Constellation Brands</td>
<td>STZ</td>
<td>STOCK</td>
<td>$15,001 - $50,000</td>
<td>S (Partial)</td>
<td>2025-02-13</td>
</tr>
<tr>
<td>LPL Finl Hldgs</td>
<td>LPLA</td>
<td>STOCK</td>
<td>$50,001 - $100,000</td>
<td>P</td>
<td>2025-02-13</td>
</tr>
<tr>
<td>Accenture</td>
<td>ACN</td>
<td>STOCK</td>
<td>$50,001 - $100,000</td>
<td>P</td>
<td>2025-02-13</td>
</tr>
</tbody>
</table>
To keep an eye on Markwayne Mullin's trades and other government stock activity, check out our <a href="https://www.benzinga.com/gov-trades/members/markwayne-mullin">real-time tracking tool</a>!
<h3>The Importance of Congressional Transactions</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>The Importance of Congressional Transactions</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Government

Politics

Recent Filing Shows That Sen. Markwayne Mullin Bought Over $233K Worth of LPL Finl Hldgs Stock

<a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4368114-1&amp;h=2360586742&amp;u=https%3A%2F%2Fwww.ssctech.com%2F%3Futm_campaign%3DSSC2025-Enterprise-Press-Release-0225%26utm_medium%3Dpressrelease%26utm_source%3Dprnews%26utm_content%3DLPL-Financial-SSNC&amp;a=SS%26C+Technologies+Holdings%2C+Inc.">SS&amp;C Technologies Holdings, Inc.</a>&nbsp;(Nasdaq:&nbsp;SSNC) today announced that LPL Financial Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>), a leading provider of investment and business strategies for financial advisors, has broadened its relationship with SS&amp;C Technologies. LPL Financial (LPL), which uses SS&amp;C's Brokerage Solutions, will leverage SS&amp;C ALTSERVE&#x2122; to grow its alternatives business.

SSNC

LPL Financial Selects SS&C To Support Growing Retail Alternatives Business

LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) has outperformed the market over the past 10 years by 12.48% on an annualized basis producing an average annual return of 23.68%. Currently, LPL Finl Hldgs has a market capitalization of $28.51 billion. 
Buying $100 In LPLA: If an investor had bought $100 of LPLA stock 10 years ago, it would be worth $839.25 today based on a price of $381.86 for LPLA at the time of writing.
<h3>LPL Finl Hldgs's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1739997009_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In This Stock 10 Years Ago Would Be Worth This Much Today

Ratings for LPL Finl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>) were provided by 15 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">11</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">2</td>
<td align="right">7</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $401.27, along with a high estimate of $435.00 and a low estimate of $378.00. This upward trend is apparent, with the current average reflecting a 13.06% increase from the previous average price target of $354.93.
<img src="https://www.benzinga.com/files/images/story/2025/1738868414_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
The standing of LPL Finl Hldgs among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Michael Cyprys</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$413.00</td>
<td>$379.00</td>
</tr>
<tr>
<td>Brennan Hawken</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$420.00</td>
<td>$390.00</td>
</tr>
<tr>
<td>Michael Cho</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$405.00</td>
<td>$397.00</td>
</tr>
<tr>
<td>Kyle Voigt</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$405.00</td>
<td>$390.00</td>
</tr>
<tr>
<td>Devin Ryan</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$435.00</td>
<td>$435.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$405.00</td>
<td>$390.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$414.00</td>
<td>$389.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$379.00</td>
<td>$378.00</td>
</tr>
<tr>
<td>Christopher Allen</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$385.00</td>
<td>$310.00</td>
</tr>
<tr>
<td>Michael Cho</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$397.00</td>
<td>$288.00</td>
</tr>
<tr>
<td>Brennan Hawken</td>
<td>UBS</td>
<td>Announces</td>
<td>Buy</td>
<td>$390.00</td>
<td>-</td>
</tr>
<tr>
<td>Kyle Voigt</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$390.00</td>
<td>$325.00</td>
</tr>
<tr>
<td>Bill Katz</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Buy</td>
<td>$413.00</td>
<td>$277.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$390.00</td>
<td>$310.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$378.00</td>
<td>$311.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to LPL Finl Hldgs. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of LPL Finl Hldgs compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for LPL Finl Hldgs's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
For valuable insights into LPL Finl Hldgs's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/LPLA/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on LPL Finl Hldgs analyst ratings.</a>
<h2>Delving into LPL Finl Hldgs's Background</h2>
LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. As of the end of September 2024, the company had over 23,000 advisors on its platform managing $1.6 trillion of client assets. The company doesn't have material operations outside of the United States.
<h3>LPL Finl Hldgs: A Financial Overview</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Positive Revenue Trend: Examining LPL Finl Hldgs's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 13.0% as of 31 December, 2024, showcasing a substantial increase in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Net Margin: LPL Finl Hldgs's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 7.71%, the company may face hurdles in effective cost management.
Return on Equity (ROE): LPL Finl Hldgs's ROE excels beyond industry benchmarks, reaching 9.5%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): LPL Finl Hldgs's ROA excels beyond industry benchmarks, reaching 2.14%. This signifies efficient management of assets and strong financial health.
Debt Management: LPL Finl Hldgs's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 1.87.
<h2>Analyst Ratings: Simplified</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.
Breaking: Wall Street's Next Big Mover
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Deep Dive Into LPL Finl Hldgs Stock: Analyst Perspectives (15 Ratings)

Press Releases

LPL Welcomes Shorepoint Wealth Management

LPL Financial Closes Acquisition of The Investment Center, Inc.

LPL Financial Welcomes Four Advisors to Carnegie Private Wealth

LPL Welcomes Legacy Premier Wealth Management

Earnings

LPL Financial Reports Monthly Activity for February 2025

LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel

LPL Financial to Acquire Commonwealth Financial Network

LPL Financial Announces Proposed $1.5 Billion Common Stock Offering

LPL Financial Announces Pricing of Its Common Stock Offering

LPL Financial Welcomes Horizon Capital Advisors

BGC Group

Evercore

Freedom Holding

Futu Holdings Limited - American Depositary Shares

Futu Hldgs

Goldman Sachs Group, Inc. (The) Common Stock

Goldman Sachs Group

Houlihan Lokey, Inc. Class A Common Stock

Houlihan Lokey

Robinhood Markets, Inc. - Class A Common Stock

Robinhood Markets

Interactive Brokers Group, Inc. - Class A Common Stock

Interactive Brokers Group

Jefferies Financial Group Inc. Common Stock

Jefferies Financial Gr

Lazard

Moelis

Marex Group

Morgan Stanley

Nomura Holdings Inc ADR American Depositary Shares

Nomura Holdings

Oppenheimer Holdings, Inc. Class A Common Stock (DE)

Oppenheimer Hldgs

Piper Sandler

PJT Partners

Perella Weinberg Partners - Class A Common Stock

Perella Weinberg

Raymond James Financial, Inc. Common Stock

Raymond James Finl

Charles Schwab Corporation (The) Common Stock

Charles Schwab

Stifel Financial Corporation Common Stock

Stifel Financial

StoneX Group

UP Fintech Holding Limited - American Depositary Shares representing fifteen Class A Ordinary Shares

UP Fintech Holding

Virtu Financial, Inc. - Class A Common Stock

Virtu Finl

Citigroup

JP Morgan

Keefe, Bruyette & Woods

이들 11개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
<ol>
<li>QXO(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QXO#NASDAQ">QXO</a>)의 주가는 <a href="https://www.benzinga.com//node/39880836" target="_blank" rel="noreferrer noopener">사모 금융 유치</a>를 발표한 이후 33.37% 상승했다.</li>
<li>아반토(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVTR#NYSE">AVTR</a>)의 주식은 S&amp;P MidCap 400에 편입된다는 발표 이후 지난 주에 21.62% 상승했다. 또한 예상보다 나은 2분기 실적을 발표했다.</li>
<li>유니버셜 헬스 서비스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UHS#NYSE">UHS</a>)는 회사가 예상보다 나은 2분기 실적을 발표하고 <a href="https://www.benzinga.com//node/39942622" target="_blank" rel="noreferrer noopener">2024 회계연도 지침을</a> 상향 조정한 후 주가가 17.73% 상승했다.</li>
<li>맨하탄 어소시에이츠(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MANH#NASDAQ">MANH</a>)의 주가는 예상보다 나은 2분기 재무 결과를 보고한 후 17.02% 상승했다. 몇몇 분석가들은 주식에 대한 가격 <a href="https://www.benzinga.com/quote/MANH/analyst-ratings" target="_blank" rel="noreferrer noopener">예측</a>을 높였다.</li>
<li>몰리나 헬스케어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>)의 주가는 <a href="https://www.benzinga.com//node/39942485" target="_blank" rel="noreferrer noopener">예상보다 좋은 2분기 실적</a>에 힘입어 15.53% 상승했다.</li>
<li>퍼스트 시티즌스 뱅크셰어스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCNCA#NASDAQ">FCNCA</a>)의 주가는 회사의 분기 실적이 예상보다 높았음을 보고한 후 15.15% 상승했다.</li>
<li>테넷 헬스케어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THC#NYSE">THC</a>)는 예상보다 나은 2분기 재무 결과를 보고한 후 주가가 13.02% 상승했으며, 회사는 FY24 지침을 추정치보다 높이고 3분기 지침을 추정치보다 높게 발표했다. 또한 회사는 <a href="https://www.benzinga.com//node/39934114" target="_blank" rel="noreferrer noopener">15억 달러 규모의</a> 자사주 매입을 승인했다고 발표했다.</li>
<li>CBRE 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>)은 회사가 2024년 목표를 상향 조정한 후 지난 주 주가가 12.99% 상승했다. 몇몇 분석가들은 주식에 대한 가격 <a href="https://www.benzinga.com/quote/MANH/analyst-ratings" target="_blank" rel="noreferrer noopener">예측</a>을 높였다.</li>
<li>써모 피셔 사이언티픽(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>)의 주가는 지난주 12.63% 상승했다. 이 회사는 연간 전망을 <a href="https://www.benzinga.com//node/39930516" target="_blank" rel="noreferrer noopener">상향 조정</a>했다.</li>
<li>다나허(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHR#NYSE">DHR</a>)의 주가는 회사가 예상보다 나은 2분기 실적을 보고한 후 11.30% 상승하여 더 높게 거래되고 있다.</li>
<li>록히드 마틴(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)의 주가는 긍정적인 애널리스트 <a href="https://www.benzinga.com//node/39941283" target="_blank" rel="noreferrer noopener">평가와 강한 2분기 실적</a>에 힘입어 10.72% 상승했다.</li>
</ol>
다음 기사:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ed%8f%ac%eb%93%9c-%ec%8a%a4%ed%85%94%eb%9e%80%ed%8b%b0%ec%8a%a4-%eb%b0%8f-%eb%8d%b8%ec%9d%80-%ec%a7%80%eb%82%9c%ec%a3%bc-%ec%b5%9c%ec%95%85%ec%9d%98-%ec%84%b1%ea%b3%bc%eb%a5%bc-%eb%b3%b4%ec%9d%b8-12/" target="_blank" rel="noopener">포드, 스텔란티스 및 델은 지난주 최악의 성과를 보인 12개 대형주 중 일부 (7월 21일~7월 27일)</a></li>
</ul>
썸네일 제공: 셔터스톡
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

이들 11개 대형주는 지난주 최악의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
<ol>
<li>LPL 파이낸셜 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>)의 주가는 20.16% 급락했다. 회사는 재무 자문가인 알렉스 윌리엄스(Alex Williams), CFP가 브로커-딜러인 RIA 및 관리 플랫폼에 합류하여 새로운 독립 사업인 스테이블 웰스(<a href="https://www.benzinga.com//node/39837738" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">Stable Wealth</a>)를 출시했다고 발표했다.</li>
<li>어드밴스드 마이크로 디바이시스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)의 주가는 17.82% 하락했다. 반도체와 하드웨어 주식은 <a href="https://www.benzinga.com//node/39842530" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">올해 AI 모멘텀</a> 속에서 상승세를 보인 해당 부문의 매도세로 인해 하락세를 보이고 있다.</li>
<li>도미노피자(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DPZ#NYSE">DPZ</a>)는 엇갈린 <a href="https://www.benzinga.com//node/39834307" target="_blank" rel="noreferrer noopener">2분기 실적</a>을 발표한 후 주가가 17.78% 하락했다. 몇몇 분석가들은 주식의 <a href="https://www.benzinga.com/quote/dpz/analyst-ratings" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">목표 가격</a>을 낮췄다.</li>
<li>ASML 홀딩 N.V.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>)의 주식은  약한 <a href="https://www.benzinga.com//node/39808860" target="_blank" rel="noreferrer noopener">3분기</a> 가이던스 발표 이후 17.64% 하락했다.</li>
<li>찰스 슈왑(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>)의 주가는 회사가 2024년 <a href="https://www.benzinga.com//node/39793390" target="_blank" rel="noreferrer noopener">2분기 실적</a>을 발표한 후 17.07% 급락했다. 몇몇 분석가들은 목표 주가를 <a href="https://www.benzinga.com//node/39819032" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">하향 조정</a>했다.</li>
<li>비스트라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)의 주식은 15.38% 급락했다.</li>
<li>슈퍼 마이크로 컴퓨터(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)의 주식은 지난주 15.24% 하락했으며, 이는 바이든 대통령이 중국에 대한 추가 제재를 고려하고 있다는 보도가 있었기 때문이다.</li>
<li>온투 이노베이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONTO#NYSE">ONTO</a>)의 주식은 15.22% 하락했다.</li>
<li>마이크론 테크놀로지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>)의 주가는 바이든 대통령이 추가 중국 제한을 고려하고 있다는 보도 속에 14.64% 하락했다. ASML의 약한 <a href="https://www.benzinga.com//node/39808860" target="_blank" rel="noreferrer noopener">3분기</a> 가이던스로 인해 반도체 부문도 하락세를 보였다.</li>
<li>램 리서치(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>)의 주식은 14.14% 하락했다. 바이든 대통령이 중국에 대한 추가 제재를 고려하고 있다는 보도가 있었으며, <a href="https://www.benzinga.com//node/39808860" target="_blank" rel="noreferrer noopener">ASML의 약한 3분기 지침 발표 이후</a> 반도체 섹터에서도 주가가 하락했다.</li>
<li>어플라이드 머티어리얼즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>)의 주식은 14.01% 하락했다. 보도에 따르면 바이든 대통령은 추가 중국 제한을 고려하고 있으며 공화당 대선 후보 도널드 트럼프가 인터뷰에서 중국-대만 대립에 대해 언급한 것을 따르고 있다.</li>
</ol>
추가 읽어보기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ec%9b%8c%eb%84%88-%eb%b8%8c%eb%9d%bc%eb%8d%94%ec%8a%a4%ec%99%80-%ec%bd%94%ec%9d%b8%eb%b2%a0%ec%9d%b4%ec%8a%a4%eb%8a%94-%ec%a7%80%eb%82%9c%ec%a3%bc-%ec%b5%9c%ea%b3%a0-%ec%84%b1%ea%b3%bc%eb%a5%bc/" target="_blank" rel="noopener">워너 브라더스와 코인베이스는 지난주 최고 성과를 보여준 10개 대형주 중 일부 (7월 14일-7월 20일)</a></li>
</ul>
AMD의 사진
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

월스트리트가 2분기 실적 시즌을 준비함에 따라 7월 12일 금요일에 결과를 발표할 <a href="https://www.benzinga.com/topic/banks">3대 주요 은행</a>에 모두 주목하고 있다: JP모건 체이스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), 씨티그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>) 그리고 웰스파고(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>).
울프 리서치(Wolfe Research)는 최근 해당 부문에서 잠재적인 승자들과 실적이 <a href="https://www.benzinga.com/topic/banks">저조한 기업들</a>을 강조하면서 향후 은행 실적에 대한 포괄적인 분석을 발표했다.
울프 리서치의 분석가인 스티븐 추박(Steven Chubak)은 지난 일요일에 은행 주식에 대한 업데이트된 선호도를 세부적으로 공유했다.
연초에 울프 리서치는 장기간의 고금리 혜택을 누리는 은행, 특히 JP모건에 대해 낙관적이었다. 그러나 연방준비제도(연준)가 금리를 인하할 가능성이 높아지면서 전망은 바뀌었다.
<h3 class="wp-block-heading">울프 리서치의 선호 주식</h3>
추박의 수정된 전략은 이제 독특한 순이자소득(NII) 이점과 성장 대비 매력적인 가치 평가를 지닌 은행들과 중개회사들을 강조한다. 그의 최고 추천으로는 뱅크오브아메리카(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>), 찰스 슈왑(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>) 그리고 LPL 파이낸셜 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>)가 있다.
<ul>
<li>뱅크오브아메리카(BofA): 2026년 실적 추정치 대비 13% 상승 여력이 있는 자산 가격 조정 및 부채 최적화의 혜택을 누릴 것으로 예상된다.</li>
<li>찰스 슈왑: 하반기의 성수기 특성과 2026년 컨센서스 추정치 대비 약 35%의 상당한 상승 여력이 있는 점에서 선호된다.</li>
<li>LPL 파이낸셜: 동종 업체들에 비해 유기적 성장 격차가 커지고 수익률 곡선이 더 가파르다는 이점이 있다는 점에서 주목을 받고 있다.</li>
</ul>
추박은 소매 브로커들이 하반기의 향상된 펀더멘털과 계절적 성과로 인해 금리에 민감한 커버리지 내에서 선호되는 하위 부문으로 남아 있다고 강조한다. 그러나 그는 진화하는 시장 역학과 경쟁 압박으로 인해 특정 이름에 대해서는 여전히 신중한 태도를 취하고 있다.
또한 읽기: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/39672822/nvidia-could-earn-5-per-share-in-2025-analyst-says-supply-checks-materially-larger-">엔비디아는 2025년에 주당 5달러를 벌 수 있을 것이라고 분석가가 언급: 공급 확인은 &#8216;단 두 달 전보다 훨씬 더 크다&#8217;</a>
다음은 울프 리서치의 최상위 선호 주식 및 잠재적 상승률에 대한 상세 정보이다:
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>은행</th>
<th>이전 등급</th>
<th>새로운 등급</th>
<th>이전 PT</th>
<th>새로운 PT</th>
<th>현재 주가</th>
<th>상승 / 하락</th>
</tr>
</thead>
<tbody>
<tr>
<td>뱅크 오브 아메리카</td>
<td>Outperform</td>
<td>Outperform</td>
<td>42달러</td>
<td>49달러</td>
<td>40.41달러</td>
<td>21%</td>
</tr>
<tr>
<td>찰스 슈왑</td>
<td>Outperform</td>
<td>Outperform</td>
<td>82달러</td>
<td>90달러</td>
<td>73.20달러</td>
<td>23%</td>
</tr>
<tr>
<td>LPL 파이낸셜 홀딩스</td>
<td>Outperform</td>
<td>Outperform</td>
<td>326달러</td>
<td>347달러</td>
<td>276.01달러</td>
<td>26%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">울프 리서치의 다운그레이드</h3>
이 보고서에는 몇 가지 주목할 만한 다운그레이드도 포함되어 있다:
<ul>
<li>JP모건 체이스: 금리 인하 노출에 대한 우려와 상당한 랠리에 따른 가치 평가 확대로 인해 아웃퍼폼(Outperform)에서 피어 퍼폼(Peer Perform, 유사 기업군 수익률)으로 하향 조정되었다. 추박은 JP모건의 실적이 크게 뛰어났지만 이제 주식 가치 평가가 확장된 것으로 보이며 잠재적인 금리 인하가 NII에 영향을 미칠 수 있다고 지적한다.</li>
<li>레이몬드 제임스 파이낸셜(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJF#NYSE">RJF</a>): 순 신규 자산 역풍 및 보상 압박을 포함하여 성장에 영향을 미치는 새로운 위험으로 인해 피어 퍼폼(Peer Perform)으로 등급이 하향 조정되었다.</li>
<li>스테이트 스트리트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STT#NYSE">STT</a>): 긍정적인 EPS 수정에도 불구하고 2026년 컨센서스 추정치에 비해 상당한 하향 위험에 직면해 있어 언더퍼폼(Underperform)으로 하향 조정되었다.</li>
</ul>
다음은 다운그레이드 종합을 요약한 표이다:
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>은행</th>
<th>이전 등급</th>
<th>새로운 등급</th>
<th>이전 PT</th>
<th>새로운 PT</th>
<th>현재 주가</th>
<th>상승/하락</th>
</tr>
</thead>
<tbody>
<tr>
<td>JP모건 체이스</td>
<td>Outperform</td>
<td>Peer Perform</td>
<td>216달러</td>
<td>226달러</td>
<td>204.79달러</td>
<td>10%</td>
</tr>
<tr>
<td>레이몬드 제임스 파이낸셜</td>
<td>Outperform</td>
<td>Peer Perform</td>
<td>140달러</td>
<td>135달러</td>
<td>119.51달러</td>
<td>13%</td>
</tr>
<tr>
<td>스테이트 스트리트</td>
<td>Peer Perform</td>
<td>Underperform</td>
<td>81달러</td>
<td>73달러</td>
<td>73.72달러</td>
<td>-1%</td>
</tr>
</tbody>
</table>
</figure>
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/39669863/4-option-trading-strategies-goldman-sachs-recommends-ahead-of-summer-earnings-seaso">여름 실적 시즌 앞두고 골드만삭스가 추천하는 옵션 트레이딩 전략 4</a></li>
</ul>
미드저니를 통해 인공지능으로 생성된 이미지
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

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