Big Money Buys LPL Financial Shares

LPLA serves financial advisors as an independent broker-dealer and custodian, along with being an investment advisory firm. Its technology solutions, compliance, and consultation services benefit millions of Americans who receive financial planning services. LPLA has kept its growth trajectory strong through acquisitions and successful onboarding of newly acquired firms, often retaining 80% or more of clients with each corporate purchase.

As for earnings, LPLA’s first-quarter fiscal 2025 report reflected record asset growth with $71 billion in organic net new assets, representing growth of 16%. That brings total assets under management to $1.8 trillion, which is a new quarterly high. Adjusted per-share earnings were $5.15, which is a first-quarter record for the company. LPLA also acquired and onboarded new customers to its platform, meaning its growth strategy is executing as expected.

It’s no wonder LPLA shares are up almost 16% this year – and they could rise more. MoneyFlows data shows how Big Money investors are betting heavily on the forward picture of the stock.

Big Money Flows to LPL Financial

Institutional volumes reveal plenty. In the last year, LPLA has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in LPLA shares. They reflect our proprietary inflow signal, pushing the stock higher:

Plenty of financials names are under accumulation right now. But there’s a powerful fundamental story happening with LPL Financial.

LPL Financial Fundamental Analysis

Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, LPLA has had strong sales and earnings growth:

• 3-year sales growth rate (+17.2%)
• 3-year sales EPS rate (+39.1%)

Source: FactSet

Also, EPS is estimated to ramp higher this year by +17.3%.

Now it makes sense why the stock has been powering to new heights. LPLA has a track record of strong financial performance.

Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term.

LPL Financial has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s made the rare Outlier 20 report multiple times in the last five years. The blue bars below show when LPLA was a top pick…boosted by Big Money inflows:

Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

LPL Financial Price Prediction

The LPLA rally isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in LPLA at the time of publication.

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