• News
  • Stock Screener
  • Small Caps
  • Guru Portfolios
  • Review
  • News
  • Stock Screener
  • Small Caps
  • Guru Portfolios
  • Review
  • X (Twitter)
  • LinkedIn
Stock Screener·US·Financial Services·LTSAP
Share

Osaic Financial Services, Inc. Stocks

$ 19.75Last Updated 24.07.2026

Issuer Rating

3/7
Performance

Average

Risk

Considerable

Recommendation

Sell

Market Cap

$ 3.54B

$ 19.75
Key Takeaways

Risk factor

Poor trading liquidity

Data is available to registered users only
Data is available to registered users only

Profitability factor

Excellent dividends

Data is available to registered users only
Data is available to registered users only
Sign up to get free access to key risk and return factors, detailed company valuation, and analyst forecasts
Sign up to access all the key risk and return factors

Risks

  • Default risk
    Data is available to registered users only
  • Volatility
    Data is available to registered users only
  • Selling difficulty
    Data is available to registered users only
  • Stress test
    Data is available to registered users only
  • Country risks
    Data is available to registered users only
  • Other risks
    Data is available to registered users only
Sign up to access detailed risk analysis

About

Ladenburg Thalmann Financial Services Inc. functions as a diverse financial services entity operating across the United States, structured into distinct operational segments. Its Independent Advisory and Brokerage Services division offers a comprehensive suite of wealth management and investment solutions. This includes personalized advisory and brokerage services for client accounts, encompassing general securities, mutual funds, and various annuity products. The segment also facilitates access to trading platforms for stocks, bonds, exchange-traded funds, and options, while providing insurance, non-traded real estate investment trusts, and unit trusts. Critical support functions such as research, compliance oversight, accounting, asset management, trust administration for personal and retirement accounts, estate and financial planning, and custody services are also handled within this division. The Ladenburg segment primarily focuses on investment banking, specializing in corporate finance activities. This involves managing public and private capital raises, including underwritten offerings, registered direct placements, and private investments in public equity (PIPEs). It also delivers strategic and financial advisory expertise. Furthermore, this division provides investment research, sales and trading capabilities, operational support for securities transactions, and a diverse range of asset management products—from investment consulting and fund management to private investment programs and retirement plan sponsor services. Lastly, the Insurance Brokerage segment delivers specialized life insurance solutions, alongside fixed and equity-indexed annuities and long-term care plans. This unit also empowers investment and insurance providers with strategic marketing guidance, product knowledge, and efficient back-office processing for annuity products. Established in 1876, the company was formerly known as GBI Capital Management Corp before adopting its current name in May 2001. Ladenburg Thalmann Financial Services Inc. is headquartered in Miami, Florida, with additional offices located in Boca Raton, Florida; Princeton, New Jersey; Melville, New York; and New York, New York. It operates as a subsidiary under AG Intermediate Corporation.

Company Valuation

Overvalued
2/7

Considering past and projected metrics, the stock is 'expensive' compared to its peers. In particular, the stock is 'expensive' on EV/EBITDA, trading at neutral levels on

Data is available to registered users only
Sign up to access detailed valuation

Risks

  • Default risk
    Data is available to registered users only
  • Volatility
    Data is available to registered users only
  • Selling difficulty
    Data is available to registered users only
  • Stress test
    Data is available to registered users only
  • Country risks
    Data is available to registered users only
  • Other risks
    Data is available to registered users only
Sign up to access detailed risk analysis

Trending

26.07.2026 15:01

AI Tools to Combat Cognitive Biases: How Investors Can Use Them

25.07.2026 16:01

Small-Cap Highlights: New Nasdaq Rules, AI Causes Problems for TripAdvisor, Archer's Helicopter

25.07.2026 13:50

Chevron Discussed with the U.S. How to Protect Its Interests in Kazakhstan from the Effects of the War — WSJ

25.07.2026 13:01

The "Three Seas" Risk Zone, Tesla Hit by Expenses, and "Odyssey" — the Driving Force Behind Movie Theaters

25.07.2026 08:00

AI Spending Threatens the Creditworthiness of Amazon, Meta, and Alphabet — Moody’s

X-channel

Buy

Sell

0 more stocks

Company

  • About
  • Contributors
  • Contacts
  • Legal Information

Social media

  • X (Twitter)
  • LinkedIn

Services

  • Stock Screener
  • Guru Portfolios
  • X (Twitter)
  • LinkedIn
Oninvest© 2026