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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,088Revenue $M4,322Net Margin (%)4.0Altman Z-Score2.3
Enterprise Value $M5,245EPS $1.8Operating Margin %6.8Piotroski F-Score5
P/E(ttm)24.1Beneish M-Score--Pre-tax Margin (%)6.7Higher ROA y-yN
Price/Book4.310-y EBITDA Growth Rate %--Quick Ratio--Cash flow > EarningsY
Price/Sales1.05-y EBITDA Growth Rate %--Current Ratio--Lower Leverage y-yN
Price/Free Cash Flow43.8y-y EBITDA Growth Rate %8.8ROA % (ttm)4.4Higher Current Ratio y-yN
Dividend Yield %2.3PEG--ROE % (ttm)17.1Less Shares Outstanding y-yY
Payout Ratio %55.0Shares Outstanding M96.1ROIC % (ttm)8.2Gross Margin Increase y-yN

Gurus Latest Trades with LPLA

Number of guru portfolios checked: 68.
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
LPLAChuck Akre 2015-03-31 Reduce-0.29%$40.52 - $46.48
($44.19)
$ 42.54-4%Reduce 14.57%1,465,185
LPLASteve Mandel 2014-12-31 Sold Out -1.5%$40.26 - $45.58
($42.98)
$ 42.54-1%Sold Out0
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 42.54-19%New holding8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 42.5419%Reduce 9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 42.5435%Reduce 23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 42.5452%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 42.5440%Add 20.00%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 42.5424%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 42.5424%Add 30.20%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 42.5432%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 42.5432%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 42.5450%New holding219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 42.5445%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 42.5426%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 42.5424%New holding20,000
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

LPLA is held by these investors:

Premium Most recent portfolio changes are included for Premium Members only!


LPLA: Insider Buys/Sells

Click Here for All Insider Trades.
InsiderPosition Date Trades Shares Trade Price ($) Change (%) Details
Arnold Dan H.CFO 2015-03-02Sell3,661$45.14-5.76view
Arnold Dan H.CFO 2015-02-24Sell5,458$46-7.52view
Arnold Dan H.CFO 2015-02-19Sell18,542$46.15-7.82view
Thomas LuxEVP, CAO 2014-02-28Sell4,000$53.98-21.19view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-19.72view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-20.05view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-18.19view
Arnold Dan H.CFO 2014-02-12Sell70,000$52-18.19view
Putnam James SDirector 2014-01-09Sell30,000$50-14.92view
Putnam James SDirector 2014-01-07Sell30,000$48-11.38view

Press Releases about LPLA :

    Quarterly/Annual Reports about LPLA:

    News about LPLA:

    Articles On GuruFocus.com
    These 12 Stocks Pay More Money To Shareholders Oct 12 2014 
    Meridian Funds Q4 Portfolio Update; Buys LII, LPLA, ALL, EMR, KLAC, WAG Feb 10 2012 

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    LPL Financial Expands Its Offering Focused on High-Net-Worth Markets to All Affiliated Advisors May 18 2015
    LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Change in Directors or Principal Officers, Financial... May 15 2015
    ON THE MOVE-Faubourg Private Wealth Advisors joins LPL Financial's platform May 14 2015
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    LPL Financial Announces Addition of Faubourg Private Wealth Advisors May 14 2015
    ON THE MOVE-Scott Welch to join Dynasty as chief investment officer May 14 2015
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    Financials, tech are areas to watch: Traders May 11 2015
    LPL Financial Appoints David Wright To Newly Created Role Of Chief Technology Officer May 11 2015
    LPL Financial Fined $11.7M by FINRA for Surveillance Flaw - Analyst Blog May 08 2015
    LPL Financial to Pay $11.7 Million to Settle Finra Charges May 06 2015
    LPL to pay $11.7 mln sanction for supervision failures -FINRA May 06 2015
    LPL to pay $11.7 mln sanction for "widespread" supervision failures-FINRA May 06 2015
    TREASURIES-Prices fall again, benchmark yield nears 2-month peak May 05 2015
    Seven LPL Financial Bank and Credit Union Program Managers Recognized Among Top 20 Best In Industry May 05 2015
    10-Q for LPL Financial Holdings, Inc. May 03 2015

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