Rich Steinmeier, CEO of LPL Financial, will present at the Goldman Sachs Financial Services Conference on December 9.
Quiver AI Summary
LPL Financial LLC announced that CEO Rich Steinmeier will present at the Goldman Sachs Financial Services Conference on December 9 at 8 a.m. ET. The presentation will be available via live audio webcast on the company's investor relations website, with a replay offered afterward. LPL Financial is one of the fastest growing wealth management firms in the U.S., supporting over 32,000 financial advisors and around 1,100 financial institutions while managing approximately $2.3 trillion in assets for about 8 million clients. The firm provides various advisor models and tools to help advisors and institutions succeed in their businesses.
Potential Positives
- Rich Steinmeier, the CEO, will present at a notable financial conference, enhancing the company's visibility and reputation in the financial services industry.
- The live audio webcast and replay availability make the presentation accessible to a broader audience, allowing investors and stakeholders to engage with the company's insights and strategies.
- LPL Financial is recognized as one of the fastest growing wealth management firms in the U.S., highlighting its competitive position and attractiveness to potential investors.
- The company supports a significant number of financial advisors and institutions, showcasing its substantial influence and market presence in the financial advisor-mediated marketplace.
Potential Negatives
- None
FAQ
When will Rich Steinmeier present at the Goldman Sachs Conference?
Rich Steinmeier will present on December 9 at 8 a.m. ET.
Where can I watch the live presentation?
The live audio webcast can be accessed at investor.lpl.com.
Will a replay of the presentation be available?
Yes, a replay will be available on the website after the presentation.
What services does LPL Financial offer?
LPL Financial provides advisor affiliation models, investment solutions, fintech tools, and practice management services.
How many financial advisors does LPL support?
LPL supports over 32,000 financial advisors across the U.S.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$LPLA Insider Trading Activity
$LPLA insiders have traded $LPLA stock on the open market 58 times in the past 6 months. Of those trades, 0 have been purchases and 58 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by insiders over the last 6 months:
- GREG GATES (Group Managing Director) has made 0 purchases and 57 sales selling 8,250 shares for an estimated $3,011,094.
- ANERI JAMBUSARIA (Group Managing Director) sold 80 shares for an estimated $28,900
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$LPLA Revenue
$LPLA had revenues of $4.6B in Q3 2025. This is an increase of 46.44% from the same period in the prior year.
You can track LPLA financials on Quiver Quantitative's LPLA stock page.
$LPLA Hedge Fund Activity
We have seen 364 institutional investors add shares of $LPLA stock to their portfolio, and 460 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 2,612,184 shares (+15960.1%) to their portfolio in Q3 2025, for an estimated $869,047,494
- FMR LLC removed 1,332,551 shares (-54.3%) from their portfolio in Q3 2025, for an estimated $443,326,392
- WINSLOW CAPITAL MANAGEMENT, LLC removed 1,183,069 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $393,595,225
- MILLENNIUM MANAGEMENT LLC added 965,693 shares (+1104.0%) to their portfolio in Q3 2025, for an estimated $321,276,404
- EGERTON CAPITAL (UK) LLP removed 832,516 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $276,969,748
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 800,171 shares (+32.8%) to their portfolio in Q3 2025, for an estimated $266,208,889
- DODGE & COX added 627,546 shares (+23.2%) to their portfolio in Q3 2025, for an estimated $208,778,278
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$LPLA Analyst Ratings
Wall Street analysts have issued reports on $LPLA in the last several months. We have seen 6 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 10/31/2025
- JMP Securities issued a "Market Outperform" rating on 10/09/2025
- Morgan Stanley issued a "Overweight" rating on 10/01/2025
- Goldman Sachs issued a "Buy" rating on 09/12/2025
- Wells Fargo issued a "Overweight" rating on 07/11/2025
- Redburn Atlantic issued a "Buy" rating on 06/09/2025
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 12 analysts offer price targets for $LPLA in the last 6 months, with a median target of $427.5.
Here are some recent targets:
- Bill Katz from TD Cowen set a target price of $410.0 on 11/03/2025
- Benjamin Budish from Barclays set a target price of $420.0 on 10/31/2025
- Devin Ryan from Citizens set a target price of $475.0 on 10/31/2025
- Christopher Allen from Citigroup set a target price of $380.0 on 10/31/2025
- Michael Cho from JP Morgan set a target price of $438.0 on 10/20/2025
- Devin Ryan from JMP Securities set a target price of $455.0 on 10/09/2025
- Brennan Hawken from BMO Capital set a target price of $365.0 on 10/03/2025
Full Release
SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) --
LPL Financial
LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Goldman Sachs Financial Services Conference on December 9.
The presentation takes place at 8 a.m. ET. A live audio webcast of the presentation will be accessible at investor.lpl.com , with a replay available on the website after the presentation.
Contacts
Investor Relations
[email protected]
Media Relations
[email protected]
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com .
Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer. Member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “ Investor Relations ” or “ Press Releases ” section of our website.
