LPLA's total brokerage and advisory assets hit $2.41T in January, rising 1.6% month over month and 32.9% year over year.
LPL Financial, along with the rest of the brokerage sector, sold off sharply last week on AI disruption concerns. A closer look at the fundamentals points to more than a few silver linings for LPL. Currently discounted valuations tip the risk/reward firmly in investors' favor.
The release of the Q4 2025 report sent the stock tumbling, which may have left a clue as to which direction the stock is favoring. The year 2025 was better for LG Display than preceding years, but there are a number of reasons why 2026 could turn out quite different. The latest CES 2026 offered consumers a chance to observe and compare LCD and OLED and what was shown should raise questions about LPL.
LPLA slips despite Q4 earnings beat, as strong revenues and asset growth are overshadowed by a sharp rise in expenses.
I lower my rating for LG Display from "Buy" to "Hold," after analyzing its quarterly results and prospects for the new year. LPL's core 4Q2025 EBIT surpassed expectations, driven by a bigger share of OLED-related revenue and higher ASPs. But I have an unfavorable view of its FY2026 outlook, given that memory price increases threaten margins and demand in key end markets.
LPLA posts $2.36T in brokerage and advisory assets for November, up 0.5% month over month and 34.3% year over year on advisory growth.
LPLA deepens its RIA ties with a new minority stake in Private Advisor Group, aiming to boost advisor support and long-term growth.
LPL Financial is rated a Buy, for my initial coverage of this financial firm. Despite some metrics showing it trading at a premium and overvalued, further upside could come from a continuation of client asset growth and new business acquisition. The firm has strong credit ratings (Moody's, Fitch, S&P Global) and a network of thousands of financial advisors affiliated with LPLA.
LG Display Co. (LPL) is executing a successful turnaround by shifting focus from LCD to high-margin OLED technology, driving improved profitability. Q3 2025 results show revenue up 25% sequentially and operating profit rebounding, with OLED products now 65% of total sales and financial health improving. LPL's forward P/E for 2025 appears attractive, but projected earnings volatility and macroeconomic uncertainties warrant a cautious, risk-aware approach.
LPLA posts a 25% earnings jump and beats estimates on surging revenues and asset growth, which lift its stock 1.3% in after-hours trading.
LG Display Co., Ltd. ( LPL ) Q3 2025 Earnings Call October 30, 2025 1:00 AM EDT Company Participants Suk Heo - Head of IR Division & Director Sung-Hyun Kim - Executive VP, CFO & Director Choi Hyun-chul Park Sang-woo Hong-jae Shin Kim Yong Duck Conference Call Participants Gang Ho Park Mingyu Kwon - SK Securities Co., Ltd.
LG Display (LPL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).