Third Point Management holds $234,356,250 worth of LPL Financial Holdings Inc. (NASDAQ:LPLA) shares, representing 3.08% of its portfolio. BMO Capital initiates coverage with an “Outperform” rating and $365 price target on October 3, 2025. LPLA offers technology, brokerage, and advisory services to financial professionals and institutions, included in Dan Loeb’s stock portfolio.

Analysts are bullish on LPL Financial Holdings Inc. (NASDAQ:LPLA) due to its expansion and strategic positioning in the U.S. wealth management industry. The company’s expanded partnership with Prudential Financial will launch an Insurance Overlay lifetime income strategy for its managed accounts platform to help advisors integrate protected income solutions for retirees. LPLA targets a growing retiree population and a significant under-protected retirement asset base.

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Read more at Yahoo Finance: BMO Capital Initiates Coverage on LPL Financial Holdings Inc. (LPLA) with “Outperform” Rating and $365 Price Target