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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M3,383Revenue (TTM) $M3,972Net Margin (%)4.5Altman Z-Score--
Enterprise Value $M4,880EPS (TTM) $2.0Operating Margin %7.0Piotroski F-Score4
P/E(ttm)19.5Beneish M-Score-1.2Pre-tax Margin (%)7.0Higher ROA y-yN
Price/Book4.310-y EBITDA Growth Rate %--Quick Ratio--Cash flow > EarningsY
Price/Sales0.95-y EBITDA Growth Rate %42.8Current Ratio--Lower Leverage y-yN
Price/Free Cash Flow16.1y-y EBITDA Growth Rate %-0.3ROA % (ttm)4.0Higher Current Ratio y-yN
Dividend Yield %2.6PEG0.5ROE % (ttm)22.5Less Shares Outstanding y-yY
Payout Ratio %51.0Shares Outstanding M89.2ROIC % (ttm)7.9Gross 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
LPLAJoel Greenblatt 2016-09-30 Reduce$21.35 - $30.41
($27.05)
$ 37.9440%Reduce -28.63%9,512
LPLADavid Dreman 2016-06-30 Sold Out $21.15 - $28.23
($25.11)
$ 37.9451%Sold Out0
LPLAJoel Greenblatt 2016-06-30 Add$21.15 - $28.23
($25.11)
$ 37.9451%Add 3.76%13,328
LPLADavid Dreman 2016-03-31 Buy $16.5 - $42.65
($27.2)
$ 37.9439%New holding294
LPLAJoel Greenblatt 2016-03-31 Buy $16.5 - $42.65
($27.2)
$ 37.9439%New holding12,845
LPLAChuck Akre 2015-12-31 Sold Out -0.69%$37.6 - $46.75
($42.69)
$ 37.94-11%Sold Out0
LPLAChuck Akre 2015-09-30 Reduce-0.64%$38.95 - $48.09
($43.05)
$ 37.94-12%Reduce -43.08%750,500
LPLAChuck Akre 2015-06-30 Reduce-0.15%$40.34 - $47.76
($43.26)
$ 37.94-12%Reduce -10.01%1,318,589
LPLAChuck Akre 2015-03-31 Reduce-0.29%$40.52 - $46.48
($44.19)
$ 37.94-14%Reduce -14.57%1,465,185
LPLASteve Mandel 2014-12-31 Sold Out -1.5%$40.26 - $45.58
($42.98)
$ 37.94-12%Sold Out0
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 37.94-28%New holding8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 37.946%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 37.9420%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 37.9436%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 37.9425%Add 20.00%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 37.9411%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 37.9411%Add 30.20%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 37.9418%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 37.9418%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 37.9434%New holding219,565
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$21.2778.37view
DINH VIET DDirector 2016-02-29Buy4,844$20.4285.8view
Arnold Dan H.President 2016-02-25Sell1,095$19.2996.68view
Buchheister Jeffrey R.EVP, Chief Accounting Officer 2016-02-12Buy100$16.4131.34view
Morrissey William P. Jr.MD, Divisional Pres. of IAS 2015-12-14Sell25,000$42.85-11.46view
Buchheister Jeffrey R.EVP, Chief Accounting Officer 2015-12-14Sell10,688$42.59-10.92view
TPG Group Holdings (SBS) Advis 2015-12-10Sell4,319,537$43.27-12.32view
Arnold Dan H.President 2015-06-10Sell4,273$48-20.96view
Handelsman SharynMD, Chief Compliance Officer 2015-06-02Sell6,393$43.5-12.78view
Casady Mark SChairman & Chief Exec. Officer 2015-05-28Buy21,100$42.48-10.69view

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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LPL CEO to step down from company next month Dec 05 2016
LPL Financial CEO to retire in the new year Dec 05 2016
LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Change in Directors or Principal Officers,... Dec 05 2016
LPL Announces Leadership Transition Dec 05 2016
Mass. regulator charges adviser, LPL Financial for sales to retirees Dec 01 2016
LPL Financial dedicates 1,400-employee campus in Fort Mill (PHOTOS) Nov 30 2016
LPL Financial Welcomes Integrated Financial Partners Nov 29 2016
Charles Schwab-LPL Deal Unlikely Nov 22 2016
KCG Holdings (KCG) Looks Good: Stock Adds 6.9% in Session Nov 21 2016
Momentum Continues As Private Advisor Group Adds Another Million Dollar Producer To Its Network Nov 21 2016
LPL Financial (LPLA) Reports Mixed Results for October Nov 21 2016
Trump win won't change LPL's pay overhaul, CEO says Nov 20 2016
Nice Ltd (ADR) (NICE), Apollo Global Management LLC (APO) & More: Should You Follow HMI Capital Into... Nov 18 2016
Will Schwab Buy LPL Financial? Nov 18 2016
LPL Financial Reports Monthly Activity for October 2016 Nov 17 2016
Schwab Reportedly Among LPL Financial's Suitors Nov 17 2016

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