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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M3,843Revenue $M4,341Net Margin (%)4.2Altman Z-Score--
Enterprise Value $M5,016EPS $1.9Operating Margin %7.1Piotroski F-Score6
P/E(ttm)21.7Beneish M-Score--Pre-tax Margin (%)7.0Higher ROA y-yY
Price/Book4.110-y EBITDA Growth Rate %--Quick Ratio--Cash flow > EarningsY
Price/Sales0.95-y EBITDA Growth Rate %--Current Ratio--Lower Leverage y-yN
Price/Free Cash Flow12.9y-y EBITDA Growth Rate %15.5ROA % (ttm)4.6Higher Current Ratio y-yN
Dividend Yield %2.5PEG--ROE % (ttm)18.2Less Shares Outstanding y-yY
Payout Ratio %53.0Shares Outstanding M95.3ROIC % (ttm)8.6Gross 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 2015-06-30 Reduce-0.15%$40.34 - $47.76
($43.26)
$ 40.34-7%Reduce 10.01%1,318,589
LPLAChuck Akre 2015-03-31 Reduce-0.29%$40.52 - $46.48
($44.19)
$ 40.34-9%Reduce 14.57%1,465,185
LPLASteve Mandel 2014-12-31 Sold Out -1.5%$40.26 - $45.58
($42.98)
$ 40.34-6%Sold Out0
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 40.34-23%New holding8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 40.3413%Reduce 9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 40.3428%Reduce 23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 40.3444%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 40.3433%Add 20.00%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 40.3418%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 40.3418%Add 30.20%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 40.3425%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 40.3425%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 40.3443%New holding219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 40.3437%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 40.3419%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 40.3418%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.President 2015-06-10Sell4,273$48-15.35view
Handelsman SharynMD, Chief Compliance Officer 2015-06-02Sell6,393$43.5-6.6view
Casady Mark SChairman & Chief Exec. Officer 2015-05-28Buy21,100$42.48-4.35view
Arnold Dan H.CFO 2015-03-02Sell3,661$45.14-9.99view
Arnold Dan H.CFO 2015-02-24Sell5,458$46-11.67view
Arnold Dan H.CFO 2015-02-19Sell18,542$46.15-11.96view
Thomas LuxEVP, CAO 2014-02-28Sell4,000$53.98-24.73view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-23.33view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-23.64view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-21.87view

Press Releases about LPLA :

Quarterly/Annual Reports about LPLA:

News about LPLA:

Articles On GuruFocus.com
AdvisoryWorld Selected to Join LPL Financial's New Vendor Affinity Program Aug 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 Provides Update on Financial Advisor Recruiting Aug 27 2015
LPL Financial Provides Update on Financial Advisor Recruiting Aug 27 2015
LPL Financial to Participate in a Non-Deal Roadshow Aug 27 2015
LPL Financial to Participate in a Non-Deal Roadshow Aug 27 2015
LPL Financial And Stratos Wealth Partners Welcome Chad Tom And Wayne Wycoff Aug 25 2015
LPL Financial Announces Vendor Affinity Program & Inclusion of Succession Resource Group Aug 25 2015
LPL Financial's Victor Fetter Named CIO of the Year Aug 24 2015
Five LPL Financial Independent Advisors Ranked Among the Best in the Industry Nationwide Aug 24 2015
LPL Financial to Participate in a Non-Deal Roadshow Aug 20 2015
LPL Financial to Participate in a Non-Deal Roadshow Aug 20 2015
LPL Financial grabs Wells Fargo Advisors technology exec, adds new client Aug 18 2015
LPL Financial Appoints Anthony Perkins as Executive Vice President of Technology Product Development Aug 18 2015
LPL Financial Appoints Anthony Perkins as Executive Vice President of Technology Product Development Aug 18 2015
LPL Financial and Independent Advisor Alliance Welcome Marzano Capital Group Aug 18 2015
LPL Financial and Independent Advisor Alliance Welcome Marzano Capital Group Aug 18 2015
LPL FINANCIAL HOLDINGS INC. Financials Aug 13 2015
LPL Financial Welcomes Napa Valley Advisor John Cordeiro Aug 13 2015
LPL Financial Welcomes Napa Valley Advisor John Cordeiro Aug 13 2015
ON THE MOVE-LPL Financial hires adviser from Wells Fargo Aug 11 2015
LPL Financial and Gladstone Wealth Group Welcome Veteran Financial Advisor Michael Palace Aug 11 2015

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