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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M2,399Revenue (TTM) $M4,102Net Margin (%)4.1Altman Z-Score--
Enterprise Value $M3,883EPS (TTM) $1.8Operating Margin %6.9Piotroski F-Score4
P/E(ttm)15.0Beneish M-Score-3.0Pre-tax Margin (%)6.9Higher ROA y-yN
Price/Book3.410-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 Flow13.3y-y EBITDA Growth Rate %6.5ROA % (ttm)4.0Higher Current Ratio y-yN
Dividend Yield %3.7PEG--ROE % (ttm)19.6Less Shares Outstanding y-yY
Payout Ratio %56.0Shares Outstanding M89.0ROIC % (ttm)7.7Gross 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
LPLAJoel Greenblatt 2016-03-31 Buy $16.5 - $42.65
($27.2)
$ 25.26-7%New holding12,845
LPLADavid Dreman 2016-03-31 Buy $16.5 - $42.65
($27.2)
$ 25.26-7%New holding294
LPLAChuck Akre 2015-12-31 Sold Out -0.69%$37.6 - $46.75
($42.69)
$ 25.26-41%Sold Out0
LPLAChuck Akre 2015-09-30 Reduce-0.64%$38.95 - $48.09
($43.05)
$ 25.26-41%Reduce -43.08%750,500
LPLAChuck Akre 2015-06-30 Reduce-0.15%$40.34 - $47.76
($43.26)
$ 25.26-42%Reduce -10.01%1,318,589
LPLAChuck Akre 2015-03-31 Reduce-0.29%$40.52 - $46.48
($44.19)
$ 25.26-43%Reduce -14.57%1,465,185
LPLASteve Mandel 2014-12-31 Sold Out -1.5%$40.26 - $45.58
($42.98)
$ 25.26-41%Sold Out0
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 25.26-52%New holding8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 25.26-29%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 25.26-20%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 25.26-10%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 25.26-17%Add 20.00%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 25.26-26%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 25.26-26%Add 30.20%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 25.26-22%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 25.26-22%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 25.26-11%New holding219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 25.26-14%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 25.26-25%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 25.26-26%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 2016-03-08Sell1,208$21.2718.76view
DINH VIET DDirector 2016-02-29Buy4,844$20.4223.7view
Arnold Dan H.President 2016-02-25Sell1,095$19.2930.95view
Buchheister Jeffrey R.EVP, Chief Accounting Officer 2016-02-12Buy100$16.454.02view
Morrissey William P. Jr.MD, Divisional Pres. of IAS 2015-12-14Sell25,000$42.85-41.05view
Buchheister Jeffrey R.EVP, Chief Accounting Officer 2015-12-14Sell10,688$42.59-40.69view
TPG Group Holdings (SBS) Advis 2015-12-10Sell4,319,537$43.27-41.62view
Arnold Dan H.President 2015-06-10Sell4,273$48-47.38view
Handelsman SharynMD, Chief Compliance Officer 2015-06-02Sell6,393$43.5-41.93view
Casady Mark SChairman & Chief Exec. Officer 2015-05-28Buy21,100$42.48-40.54view

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 

More From Other Websites
Edited Transcript of LPLA earnings conference call or presentation 28-Jul-16 9:00pm GMT Jul 28 2016
LPL Financial beats Street 2Q forecasts Jul 28 2016
LPL Financial beats Street 2Q forecasts Jul 28 2016
4:23 pm LPL Financial beats by $0.09, beats on revs Jul 28 2016
Valero Energy Board of Directors Elects New Members Jul 28 2016
LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Results of Operations and Financial Condition Jul 28 2016
LPL Financial Announces Second Quarter 2016 Results Jul 28 2016
Q2 2016 LPL Financial Holdings Inc Earnings Release - After Market Close Jul 28 2016
Will WisdomTree (WETF) Stock Decline Post Q2 Earnings? Jul 27 2016
Mountain America Welcomes New Wealth Advisor Jul 25 2016
Prudential fined for authorizing fraudulent annuity withdrawals Jul 19 2016
Prudential fined for authorizing fraudulent annuity withdrawals Jul 19 2016
Prudential fined for authorizing fraudulent annuity withdrawals Jul 19 2016
Election Year Stock Market Should Go Up -- but Maybe Not Smoothly Jul 18 2016
LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Change in Directors or Principal Officers Jul 13 2016
LPL Financial Research Publishes Midyear Investment Outlook 2016 Jul 13 2016
LPL Financial Research Publishes Midyear Investment Outlook 2016 Jul 13 2016
Steven Romick Made 4 New Buys and Increased 2 Positions in 2nd Quarter Jul 11 2016
Zacks.com featured highlights: Equinix, LPL Financial, Laboratory Corp. of America, Two Harbors... Jul 08 2016
5 Strong Sales Growth Stocks to Power Your Portfolio Jul 07 2016

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