Insider Selling: LPL Financial (NASDAQ:LPLA) Director Sells 80 Shares of Stock

December 4, 2025 by InsiderTrades.com

Key Points

Director Aneri Jambusaria sold 80 shares at an average price of $352.48 on Dec. 1 for $28,198.40, leaving her with 5,502 shares (a 1.43% reduction) per the SEC filing.
LPL reported a strong quarter, beating expectations with EPS of $5.20 vs. $4.49 expected and revenue of $4.55 billion (up 46.4% year-over-year), with a 36.8% return on equity.
Institutional investors own 95.66% of the stock and analysts hold a consensus "Moderate Buy" rating with a $429 average target; the company has a $29.35 billion market cap and a 0.3% dividend yield.

LPL Financial Holdings Inc. (NASDAQ:LPLA - Get Free Report) Director Aneri Jambusaria sold 80 shares of the firm's stock in a transaction on Monday, December 1st. The stock was sold at an average price of $352.48, for a total transaction of $28,198.40. Following the transaction, the director directly owned 5,502 shares in the company, valued at $1,939,344.96. The trade was a 1.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.

LPL Financial Stock Performance

LPL In Buy Range After Better-Than-Expected Q4 Report

Shares of NASDAQ LPLA traded up $5.41 during midday trading on Thursday, reaching $366.64. 17,036 shares of the company were exchanged, compared to its average volume of 819,924. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 1.49. LPL Financial Holdings Inc. has a 1 year low of $262.83 and a 1 year high of $403.58. The stock has a fifty day simple moving average of $346.31 and a 200 day simple moving average of $360.93. The stock has a market cap of $29.35 billion, a P/E ratio of 33.70, a PEG ratio of 0.78 and a beta of 0.60.

LPL Financial (NASDAQ:LPLA - Get Free Report) last posted its quarterly earnings data on Thursday, October 30th. The financial services provider reported $5.20 earnings per share for the quarter, topping analysts' consensus estimates of $4.49 by $0.71. The company had revenue of $4.55 billion during the quarter, compared to analysts' expectations of $4.08 billion. LPL Financial had a return on equity of 36.80% and a net margin of 5.35%.The firm's revenue for the quarter was up 46.4% on a year-over-year basis. During the same period last year, the firm earned $4.16 EPS. On average, research analysts forecast that LPL Financial Holdings Inc. will post 19.35 earnings per share for the current fiscal year.

LPL Financial Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Thursday, November 13th were paid a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Thursday, November 13th. LPL Financial's dividend payout ratio (DPR) is 11.05%.

Hedge Funds Weigh In On LPL Financial

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Capital World Investors grew its position in shares of LPL Financial by 15,960.1% in the third quarter. Capital World Investors now owns 2,628,551 shares of the financial services provider's stock valued at $874,493,000 after purchasing an additional 2,612,184 shares during the last quarter. Dodge & Cox lifted its position in shares of LPL Financial by 77.3% in the second quarter. Dodge & Cox now owns 2,701,709 shares of the financial services provider's stock valued at $1,013,060,000 after acquiring an additional 1,178,249 shares in the last quarter. Norges Bank acquired a new stake in shares of LPL Financial during the second quarter valued at $402,312,000. Massachusetts Financial Services Co. MA increased its position in LPL Financial by 61.1% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 2,442,182 shares of the financial services provider's stock worth $915,745,000 after purchasing an additional 926,122 shares in the last quarter. Finally, Alliancebernstein L.P. raised its stake in LPL Financial by 550.5% in the 1st quarter. Alliancebernstein L.P. now owns 759,206 shares of the financial services provider's stock valued at $248,367,000 after purchasing an additional 642,503 shares during the last quarter. Institutional investors and hedge funds own 95.66% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. The Goldman Sachs Group reiterated a "buy" rating and set a $421.00 price target on shares of LPL Financial in a research note on Friday, October 31st. UBS Group set a $455.00 target price on LPL Financial in a research note on Thursday, October 9th. Weiss Ratings restated a "hold (c)" rating on shares of LPL Financial in a research note on Friday, October 31st. JMP Securities set a $475.00 price objective on LPL Financial in a research report on Friday, October 31st. Finally, JPMorgan Chase & Co. decreased their target price on shares of LPL Financial from $463.00 to $438.00 and set an "overweight" rating on the stock in a research report on Monday, October 20th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $429.00.

Check Out Our Latest Stock Analysis on LPL Financial

LPL Financial Company Profile

(Get Free Report)

LPL Financial Holdings Inc, together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance.