Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of LPL Financial Holdings Inc. (NASDAQ:LPLA)

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of LPL Financial Holdings Inc. (NASDAQ:LPLA). In a filing disclosed on January 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in LPL Financial stock on December 10th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

LPL Financial Stock Up 1.3%

Shares of NASDAQ LPLA traded up $5.01 during trading hours on Thursday, hitting $376.83. The company had a trading volume of 648,579 shares, compared to its average volume of 557,788. LPL Financial Holdings Inc. has a 1-year low of $262.83 and a 1-year high of $403.58. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 1.49. The firm’s 50 day moving average is $365.30 and its 200-day moving average is $359.10. The stock has a market capitalization of $30.16 billion, a P/E ratio of 34.70, a price-to-earnings-growth ratio of 0.76 and a beta of 0.57.

LPL Financial (NASDAQ:LPLA) last issued its earnings results on Thursday, October 30th. The financial services provider reported $5.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.49 by $0.71. LPL Financial had a net margin of 5.35% and a return on equity of 36.80%. The company had revenue of $4.55 billion for the quarter, compared to analysts’ expectations of $4.08 billion. During the same period in the prior year, the firm earned $4.16 EPS. LPL Financial’s quarterly revenue was up 46.4% compared to the same quarter last year. On average, analysts expect that LPL Financial Holdings Inc. will post 19.35 earnings per share for the current fiscal year.

LPL Financial Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Thursday, November 13th were given a dividend of $0.30 per share. The ex-dividend date of this dividend was Thursday, November 13th. This represents a $1.20 annualized dividend and a dividend yield of 0.3%. LPL Financial’s payout ratio is 11.05%.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the company. The Goldman Sachs Group reissued a “buy” rating and set a $421.00 target price on shares of LPL Financial in a report on Friday, October 31st. Raymond James Financial upgraded shares of LPL Financial from an “underperform” rating to a “market perform” rating in a report on Thursday, October 9th. Morgan Stanley dropped their price objective on shares of LPL Financial from $462.00 to $447.00 and set an “overweight” rating on the stock in a research report on Monday, December 22nd. Citizens Jmp lifted their target price on shares of LPL Financial from $455.00 to $475.00 and gave the stock a “market outperform” rating in a report on Friday, October 31st. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of LPL Financial in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $429.07.

Insider Transactions at LPL Financial

In other news, Director Aneri Jambusaria sold 80 shares of LPL Financial stock in a transaction on Monday, December 1st. The shares were sold at an average price of $352.48, for a total transaction of $28,198.40. Following the transaction, the director owned 5,502 shares in the company, valued at approximately $1,939,344.96. The trade was a 1.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Greg Gates sold 1,500 shares of the stock in a transaction dated Wednesday, November 5th. The shares were sold at an average price of $376.43, for a total value of $564,645.00. Following the completion of the sale, the director directly owned 15,370 shares of the company’s stock, valued at approximately $5,785,729.10. The trade was a 8.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 7,388 shares of company stock worth $2,747,538. Company insiders own 1.30% of the company’s stock.

Institutional Trading of LPL Financial

Institutional investors have recently modified their holdings of the stock. Osterweis Capital Management Inc. acquired a new stake in shares of LPL Financial during the second quarter valued at about $26,000. SBI Securities Co. Ltd. boosted its position in LPL Financial by 116.2% during the 2nd quarter. SBI Securities Co. Ltd. now owns 80 shares of the financial services provider’s stock worth $30,000 after buying an additional 43 shares during the period. Chung Wu Investment Group LLC bought a new stake in LPL Financial during the 3rd quarter worth approximately $27,000. SJS Investment Consulting Inc. grew its holdings in LPL Financial by 912.5% during the 3rd quarter. SJS Investment Consulting Inc. now owns 81 shares of the financial services provider’s stock worth $27,000 after acquiring an additional 73 shares during the last quarter. Finally, Eastern Bank increased its position in LPL Financial by 72.0% in the 3rd quarter. Eastern Bank now owns 86 shares of the financial services provider’s stock valued at $29,000 after acquiring an additional 36 shares during the period. 95.66% of the stock is currently owned by institutional investors.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

LPL Financial Company Profile

LPL Financial (NASDAQ: LPLA) is a U.S.-focused financial services firm that provides brokerage, custodial and advisory platforms to independent financial advisors, registered investment advisers and institutions. Operating primarily as an independent broker-dealer and custodian, the company supports a network of advisors with the operational, compliance and clearing infrastructure needed to manage client accounts and deliver investment advice outside of traditional wirehouse models.

The firm’s product and service offerings include trade execution and clearing, custody services, retirement plan services, model portfolio and advisory platforms, wealth management technology, investment research and product access across equities, fixed income, mutual funds, exchange-traded funds and insurance and annuity solutions.