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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M1,883Revenue (TTM) $M4,102Net Margin (%)4.1Altman Z-Score--
Enterprise Value $M3,367EPS (TTM) $1.8Operating Margin %6.9Piotroski F-Score4
P/E(ttm)11.8Beneish M-Score-3.0Pre-tax Margin (%)6.9Higher ROA y-yN
Price/Book2.610-y EBITDA Growth Rate %--Quick Ratio--Cash flow > EarningsY
Price/Sales0.55-y EBITDA Growth Rate %--Current Ratio--Lower Leverage y-yN
Price/Free Cash Flow10.4y-y EBITDA Growth Rate %6.5ROA % (ttm)4.0Higher Current Ratio y-yN
Dividend Yield %4.8PEG--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)
$ 21.15-22%New holding12,845
LPLADavid Dreman 2016-03-31 Buy $16.5 - $42.65
($27.2)
$ 21.15-22%New holding294
LPLAChuck Akre 2015-12-31 Sold Out -0.69%$37.6 - $46.75
($42.69)
$ 21.15-50%Sold Out0
LPLAChuck Akre 2015-09-30 Reduce-0.64%$38.95 - $48.09
($43.05)
$ 21.15-51%Reduce -43.08%750,500
LPLAChuck Akre 2015-06-30 Reduce-0.15%$40.34 - $47.76
($43.26)
$ 21.15-51%Reduce -10.01%1,318,589
LPLAChuck Akre 2015-03-31 Reduce-0.29%$40.52 - $46.48
($44.19)
$ 21.15-52%Reduce -14.57%1,465,185
LPLASteve Mandel 2014-12-31 Sold Out -1.5%$40.26 - $45.58
($42.98)
$ 21.15-51%Sold Out0
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 21.15-60%New holding8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 21.15-41%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 21.15-33%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 21.15-24%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 21.15-31%Add 20.00%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 21.15-38%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 21.15-38%Add 30.20%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 21.15-34%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 21.15-34%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 21.15-25%New holding219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 21.15-28%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 21.15-37%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 21.15-38%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$21.27-0.56view
DINH VIET DDirector 2016-02-29Buy4,844$20.423.57view
Arnold Dan H.President 2016-02-25Sell1,095$19.299.64view
Buchheister Jeffrey R.EVP, Chief Accounting Officer 2016-02-12Buy100$16.428.96view
Morrissey William P. Jr.MD, Divisional Pres. of IAS 2015-12-14Sell25,000$42.85-50.64view
Buchheister Jeffrey R.EVP, Chief Accounting Officer 2015-12-14Sell10,688$42.59-50.34view
TPG Group Holdings (SBS) Advis 2015-12-10Sell4,319,537$43.27-51.12view
Arnold Dan H.President 2015-06-10Sell4,273$48-55.94view
Handelsman SharynMD, Chief Compliance Officer 2015-06-02Sell6,393$43.5-51.38view
Casady Mark SChairman & Chief Exec. Officer 2015-05-28Buy21,100$42.48-50.21view

Press Releases about LPLA :

Quarterly/Annual Reports about LPLA:

News about LPLA:

Articles On GuruFocus.com
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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Orion Advisor Services Offers Direct Data Feed Feature to LPL Advisors Jun 15 2016
Global Markets-Stocks fall, Bund yields go negative on Brexit fears Jun 14 2016
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LPL Financial Opens Washington, D.C. Office to Further Support Its Industry Advocacy Efforts Jun 07 2016
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Five LPL Financial Advisors Named to Barron's List of Top 100 Women Financial Advisors Jun 07 2016
National Association of Plan Advisors Honors LPL Financial Advisory Firm with Its Annual Leadership... Jun 02 2016
Wealth Adviser Daily Briefing: Wealthfront Expands Into College Savings Jun 02 2016
Brian Urie Receives Chartered Retirement Plan Specialist(R) Designation May 30 2016
LPL Financial Holdings, Inc. breached its 50 day moving average in a Bullish Manner : LPLA-US : May... May 23 2016
Why was LPL Financial Up 4% on Mixed Data for April? May 23 2016
3-Day Deadline Alert: Lundin Law PC Announces Securities Class Action Lawsuit Against LPL Financial... May 20 2016
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MAY 23 DEADLINE: Khang & Khang LLP Announces the Filing of a Securities Class Action Lawsuit Against... May 20 2016
GPM Reminds Investors of the May 23 Deadline in the Class Action Lawsuit Against LPL Financial... May 20 2016
LPL Financial Reports Monthly Activity for April 2016 May 19 2016
LPL Financial Reports Monthly Activity For April 2016 May 19 2016
LPL Financial Welcomes Back Megent Financial to Its Broker-Dealer Platform May 17 2016
LPL Financial Provides Update on First Quarter 2016 Advisor Recruiting May 16 2016
LPL Financial Provides Update On First Quarter 2016 Advisor Recruiting May 16 2016
Four LPL Financial Bank and Credit Union Program Managers Recognized Among Top in the Industry May 13 2016
LPL Financial Announces Investor and Analyst Day May 04 2016
LPL Financial Expands Upon the Resources Available to Advisors for Serving the High-Net Market May 03 2016
LPL Financial Expands Upon the Resources Available to Advisors for Serving the High-Net-Worth Market May 03 2016
LPL Financial Welcomes Paradigm Wealth Management to Its Broker-Dealer and Hybrid RIA Platform May 03 2016
LPL Financial beats 1Q profit forecasts Apr 28 2016
LPL Financial Announces First Quarter 2016 Results Apr 28 2016
Two LPL Financial Advisory Teams Named Among Barron's Top Institutional Consultants Apr 28 2016
LPL Financial Holdings Inc. (Nasdaq: LPLA) and Private Advisor Group to Ring The Nasdaq Stock Market... Apr 21 2016
Three LPL Financial Advisors Recoginzed as Being Among the Top in the Nation Apr 19 2016
Three LPL Financial Advisors Recognized as Being Among the Top in the Nation Apr 19 2016
LPL Financial posts 4Q profit Feb 11 2016
LPL Financial misses Street 3Q forecasts Oct 29 2015
LPL Financial meets 2Q profit forecasts Aug 05 2015
ETrade CFO Matthew Audette leaving to join LPL Financial Jun 01 2015
TREASURIES-Prices fall again, benchmark yield nears 2-month peak May 05 2015
LPL Financial meets 1Q profit forecasts Apr 30 2015
US STOCKS-Tech triumvirate propels Nasdaq, S&P to record highs Apr 24 2015
US STOCKS-Nasdaq hits 15-year high, propelled by tech triumvirate Apr 24 2015
US STOCKS-Wall St drops but S&P, Nasdaq register quarterly gains Mar 31 2015
US STOCKS-Wall St retreats but S&P, Nasdaq post quarterly gains Mar 31 2015
MOVES-Legal & General U.S. unit chief departs after profit dip Mar 04 2015
MOVES-Legal & General appoints Gene Gilbertson interim CEO of U.S. business Mar 04 2015
TREASURIES-Bond prices rise after latest Yellen remarks, CPI eyed Feb 25 2015
LPL Financial beats 4Q profit forecasts Feb 19 2015
TREASURIES-Prices jump on dovish view of Fed statement Jan 28 2015
FOREX-Dollar holds gains, Fed remains patient on policy Jan 28 2015
TREASURIES-Debt ends mixed after 30-year yield hits record low Jan 27 2015
US STOCKS-Wall St retreats after two-day advance; jobs data mixed Jan 09 2015
TREASURIES-Long bond yields hit multiyear lows on safety buying Jan 05 2015
TREASURIES-Prices tumble on rosy U.S. jobs report Dec 05 2014
GLOBAL MARKETS-Dollar, stocks gain after stronger-than-expected U.S. jobs data Dec 05 2014
GLOBAL MARKETS-Dollar, stocks rise as U.S. jobs beat forecast Dec 05 2014
GLOBAL MARKETS-Dollar, stocks climb as U.S. jobs beat forecast Dec 05 2014
TREASURIES-Prices tumble on surprisingly strong U.S. jobs data Dec 05 2014
TREASURIES-Yields jump on surprisingly strong U.S. jobs data Dec 05 2014
Exclusive - Fund payments to brokerages draw SEC scrutiny Sep 04 2014

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