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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M2,604Revenue (TTM) $M4,020Net Margin (%)4.1Altman Z-Score--
Enterprise Value $M4,132EPS (TTM) $1.8Operating Margin %6.9Piotroski F-Score4
P/E(ttm)16.2Beneish M-Score-2.9Pre-tax Margin (%)6.9Higher ROA y-yN
Price/Book3.510-y EBITDA Growth Rate %--Quick Ratio--Cash flow > EarningsY
Price/Sales0.75-y EBITDA Growth Rate %42.8Current Ratio--Lower Leverage y-yN
Price/Free Cash Flow30.3y-y EBITDA Growth Rate %2.7ROA % (ttm)3.8Higher Current Ratio y-yN
Dividend Yield %3.4PEG0.4ROE % (ttm)20.4Less Shares Outstanding y-yY
Payout Ratio %55.0Shares Outstanding M89.1ROIC % (ttm)7.5Gross 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
LPLADavid Dreman 2016-06-30 Sold Out $21.15 - $28.23
($25.11)
$ 29.2416%Sold Out0
LPLAJoel Greenblatt 2016-06-30 Add$21.15 - $28.23
($25.11)
$ 29.2416%Add 3.76%13,328
LPLAJoel Greenblatt 2016-03-31 Buy $16.5 - $42.65
($27.2)
$ 29.248%New holding12,845
LPLADavid Dreman 2016-03-31 Buy $16.5 - $42.65
($27.2)
$ 29.248%New holding294
LPLAChuck Akre 2015-12-31 Sold Out -0.69%$37.6 - $46.75
($42.69)
$ 29.24-32%Sold Out0
LPLAChuck Akre 2015-09-30 Reduce-0.64%$38.95 - $48.09
($43.05)
$ 29.24-32%Reduce -43.08%750,500
LPLAChuck Akre 2015-06-30 Reduce-0.15%$40.34 - $47.76
($43.26)
$ 29.24-32%Reduce -10.01%1,318,589
LPLAChuck Akre 2015-03-31 Reduce-0.29%$40.52 - $46.48
($44.19)
$ 29.24-34%Reduce -14.57%1,465,185
LPLASteve Mandel 2014-12-31 Sold Out -1.5%$40.26 - $45.58
($42.98)
$ 29.24-32%Sold Out0
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 29.24-44%New holding8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 29.24-18%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 29.24-7%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 29.244%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 29.24-4%Add 20.00%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 29.24-14%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 29.24-14%Add 30.20%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 29.24-9%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 29.24-9%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 29.243%New holding219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 29.24-0%Add 193.98%289,425
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.President 2016-03-08Sell1,208$21.2737.47view
DINH VIET DDirector 2016-02-29Buy4,844$20.4243.19view
Arnold Dan H.President 2016-02-25Sell1,095$19.2951.58view
Buchheister Jeffrey R.EVP, Chief Accounting Officer 2016-02-12Buy100$16.478.29view
Morrissey William P. Jr.MD, Divisional Pres. of IAS 2015-12-14Sell25,000$42.85-31.76view
Buchheister Jeffrey R.EVP, Chief Accounting Officer 2015-12-14Sell10,688$42.59-31.35view
TPG Group Holdings (SBS) Advis 2015-12-10Sell4,319,537$43.27-32.42view
Arnold Dan H.President 2015-06-10Sell4,273$48-39.08view
Handelsman SharynMD, Chief Compliance Officer 2015-06-02Sell6,393$43.5-32.78view
Casady Mark SChairman & Chief Exec. Officer 2015-05-28Buy21,100$42.48-31.17view

Press Releases about LPLA :

Quarterly/Annual Reports about LPLA:

News about LPLA:

Articles On GuruFocus.com
Steven Romick Made 4 New Buys and Increased 2 Positions in 2nd Quarter Jul 11 2016 
Chuck Akre Buys 1 New Stock, Sells 2 Others Feb 16 2016 
MasterCard, Visa and Lamar Advertising Are Among Chuck Akre's Stocks With High Dividend Yields Dec 24 2015 
First Pacific Advisors Buys Alcoa, Bank of America Oct 16 2015 
Chuck Akre Sells Stake in Discovery Communications Sep 03 2015 
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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ETF’s with exposure to LPL Financial Holdings, Inc. : August 8, 2016 Aug 08 2016
LPL Financial Provides Update On Second Quarter 2016 Advisor Recruiting Aug 08 2016
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LPL FINANCIAL HOLDINGS INC. Financials Aug 05 2016
LPL Earns Spot Among CIO 100 for Second Year in a Row Aug 04 2016
LPL Financial Holdings, Inc. :LPLA-US: Earnings Analysis: Q2, 2016 By the Numbers : August 4, 2016 Aug 04 2016
Ten LPL Financial Advisors Ranked Among Forbes' Top Wealth Advisors List Aug 04 2016
LPL Earns Spot Among CIO 100 For Second Year In A Row Aug 01 2016

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