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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M2,655Revenue $M4,305Net Margin (%)4.4Altman Z-Score--
Enterprise Value $M3,954EPS $2.0Operating Margin %7.5Piotroski F-Score5
P/E(ttm)14.3Beneish M-Score--Pre-tax Margin (%)7.4Higher ROA y-yY
Price/Book2.710-y EBITDA Growth Rate %--Quick Ratio--Cash flow > EarningsY
Price/Sales0.65-y EBITDA Growth Rate %--Current Ratio--Lower Leverage y-yN
Price/Free Cash Flow16.4y-y EBITDA Growth Rate %20.7ROA % (ttm)4.8Higher Current Ratio y-yN
Dividend Yield %3.6PEG--ROE % (ttm)19.4Less Shares Outstanding y-yY
Payout Ratio %51.0Shares Outstanding M95.0ROIC % (ttm)8.9Gross 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 2015-09-30 Reduce-0.64%$38.95 - $48.09
($43.05)
$ 27.95-35%Reduce -43.08%750,500
LPLAChuck Akre 2015-06-30 Reduce-0.15%$40.34 - $47.76
($43.26)
$ 27.95-35%Reduce -10.01%1,318,589
LPLAChuck Akre 2015-03-31 Reduce-0.29%$40.52 - $46.48
($44.19)
$ 27.95-37%Reduce -14.57%1,465,185
LPLASteve Mandel 2014-12-31 Sold Out -1.5%$40.26 - $45.58
($42.98)
$ 27.95-35%Sold Out0
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 27.95-47%New holding8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 27.95-22%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 27.95-11%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 27.95-0%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 27.95-8%Add 20.00%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 27.95-18%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 27.95-18%Add 30.20%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 27.95-13%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 27.95-13%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 27.95-1%New holding219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 27.95-5%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 27.95-17%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 27.95-18%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
Morrissey William P. Jr.MD, Divisional Pres. of IAS 2015-12-14Sell25,000$42.85-34.77view
Buchheister Jeffrey R.EVP, Chief Accounting Officer 2015-12-14Sell10,688$42.59-34.37view
TPG Group Holdings (SBS) Advis 2015-12-10Sell4,319,537$43.27-35.41view
Arnold Dan H.President 2015-06-10Sell4,273$48-41.77view
Handelsman SharynMD, Chief Compliance Officer 2015-06-02Sell6,393$43.5-35.75view
Casady Mark SChairman & Chief Exec. Officer 2015-05-28Buy21,100$42.48-34.2view
Arnold Dan H.CFO 2015-03-02Sell3,661$45.14-38.08view
Arnold Dan H.CFO 2015-02-24Sell5,458$46-39.24view
Arnold Dan H.CFO 2015-02-19Sell18,542$46.15-39.44view
Thomas LuxEVP, CAO 2014-02-28Sell4,000$53.98-48.22view

Press Releases about LPLA :

Quarterly/Annual Reports about LPLA:

News about LPLA:

Articles On GuruFocus.com
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 

More From Other Websites
LPL Financial upgraded by Susquehanna Feb 05 2016
LPL Financial Hosts Annual Program Leadership Conference for Top Bank and Credit Union Program... Feb 01 2016
LPL Financial Hosts Annual Program Leadership Conference for Top Bank and Credit Union Program... Feb 01 2016
LPL Financial Welcomes Advisory Firm of Hoyt, Lewis & Associates Jan 28 2016
LPL Financial Welcomes Advisory Firm of Hoyt, Lewis & Associates Jan 28 2016
LPL Financial and IHT Wealth Management Welcome Advisor Team of Jeff Kocis, John Kinsella and... Jan 26 2016
LPL Financial and IHT Wealth Management Welcome Advisor Team of Jeff Kocis, John Kinsella and... Jan 26 2016
LPL Financial Names Tracy Calder Deputy Chief Risk Officer Jan 25 2016
LPL Financial Names Tracy Calder Deputy Chief Risk Officer Jan 25 2016
A Look at 3 Activist Moves Made by Elite Hedge Funds Jan 19 2016
LPL Financial Welcomes Peoples Security Bank & Trust Jan 13 2016
LPL Financial Welcomes Peoples Security Bank & Trust Jan 13 2016
LPL Financial Announces Full-Year and Fourth Quarter 2015 Earnings Release Date and Conference Call Jan 04 2016
LPL Financial Announces Full-Year and Fourth Quarter 2015 Earnings Release Date and Conference Call Jan 04 2016
LPL Financial Holdings, Inc. breached its 50 day moving average in a Bearish Manner : December 14,... Dec 14 2015
LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Termination of a Material Definitive Agreement,... Dec 11 2015
LPL Financial Announces Early Completion of Accelerated Share Repurchase Plan Dec 10 2015
LPL Financial Announces Early Completion of Accelerated Share Repurchase Plan Dec 10 2015
LPL FINANCIAL HOLDINGS INC. Financials Dec 08 2015
MOVES-Raymond James Financial Services hires Lancaster Wealth Management team Dec 08 2015

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