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LPL Financial Holdings Inc $ 149.54 -2.715 (-1.78%)

Volume:
244,782
Avg Vol (1m):
501,135
Market Cap $:
11.93 Bil
Enterprise Value $:
13.67 Bil
PE Ratio:
26.97
PB Ratio:
8.30
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Also Trade In: Germany
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LPL Financial Holdings Inc News and Headlines -

GuruFocus Articles Total 12
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Boston, MA, based Investment company Trillium Asset Management, Llc (Current Portfolio) buys Linde PLC, LHC Group Inc, LPL Financial Holdings Inc, Tetra Tech Inc, Syneos Health Inc, sells Analog Devices Inc, Itron Inc, Bank of New York Mellon Corp, Etsy Inc, Amalgamated Financial Corp during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Trillium Asset Management, Llc. As of 2021Q1, Trillium Asset Management, Llc owns 233 stocks with a total value of $3.2 billion. These are the details of the buys and sells.
0 Views    insider    2021-05-11 09:38
Tulsa, OK, based Investment company Prescott Group Capital Management, L.l.c. (Current Portfolio) buys Aberdeen Standard Physical Platinum Shares ETF, KBR Inc, EQT Corp, Texas Pacific Land Corp, Generac Holdings Inc, sells S&P MidCap 400 ETF, iShares Russell 2000 ETF, Centennial Resource Development Inc, Industrial Select Sector SPDR, Zovio Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Prescott Group Capital Management, L.l.c.. As of 2021Q1, Prescott Group Capital Management, L.l.c. owns 133 stocks with a total value of $341 million. These are the details of the buys and sells.
  • New Purchases:
0 Views    insider    2021-05-11 03:38
Their earnings yields have outperformed the 20-year high quality corporate bonds

If you select stocks that more than double the earnings yield that 20-year high-quality corporate bonds are granting to their holders, you could increase your chances to unearth value opportunities, in my opinion. These bonds, which entail a very low risk of bankruptcy as they represent corporate loans issued by investment-grade companies, are currently yielding a 2.84% monthly return to their holders.

Thus, investors may be interested in the following stocks, as they offer earnings yields of more than 5.7% and have price-earnings ratios below 17.6.

American Equity Investment Life Holding Co

Shares of American Equity Investment Life Holding

74 Views    Alberto Abaterusso    2020-10-02 14:53
Guru's largest existing-position sales of the 4th quarter

Steven Romick (Trades, Portfolio) sold shares of the following holdings during the fourth quarter.

Mylan

The investor sold out of Mylan NV (MYL). The portfolio was impacted by -1.42%.

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The generic pharmaceutical manufacturer has a market cap of $11.18 billion and an enterprise value of $23.97 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on equity of 0.4% and return on assets of 0.15% are underperforming 55% of companies in the drug manufacturers industry. Its financial strength is rated 3 out

119 Views    Tiziano Frateschi    2020-01-20 17:50
4 stocks in the guru's portfolio shine

Steven Romick (Trades, Portfolio) is the portfolio manager of the FPA Crescent Fund. The guru's 63-stock portfolio has a total value of $10.6 billion. According to the GuruFocus All-In-One Screener, the following stocks are the best performers in his portfolio on a 12-month basis.Â

Thermo Fisher Scientific Inc. (TMO)

The guru holds 0.24% of the company's outstanding shares, representing 1.92% of his equity portfolio. The investment has gained an estimated 182% since the second quarter of 2012.a9f6d60b1c6b0f67761228822a512542.png

The health care company has a GuruFocus profitability and growth rating of 8 out

65 Views    Tiziano Frateschi    2018-08-07 20:19
FPA portfolio manager reports 2nd quarter transactions

Steven Romick (Trades, Portfolio), portfolio manager of the FPA Crescent Fund, seeks long-term equity returns while avoiding permanent capital impairment and limiting the fund’s exposure to risk. An absolute value investor, Romick only invests in companies that offer absolute economic risk/reward propositions. The fund’s return since inception is 10.26%, which outperforms the Standard & Poor’s 500 index by about 1.3%. Additionally, Morningstar analysts gave FPA Crescent Fund a gold rating, praising the fund’s ability to sustain its capital gains during economic downturns.

Currently, Romick’s fund contains 57.6% in common equity and 36.3% in cash.

1384 Views    James Li    2016-07-11 22:09
Akre closed out holding in Live Nation, owner of Ticketmaster

[url=http://www.gurufocus.com/StockBuy.php?GuruName=Chuck+Akre]Chuck Akre[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Chuck+Akre]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Chuck+Akre]Portfolio[/url]) of Akre Capital Management made one new investment during the fourth quarter, purchasing 350,000 shares of Duluth Holdings (DLTH) for an average price of $15.05 per share, according to data reported by GuruFocus Real Time Picks.

Duluth markets clothing and accessories such as casual wear and outerwear through its website and catalogs. Duluth’s trade names include Alaskan Hardgear, Ballroom and Bucket Master. The stock is up 10% over the past year and currently trades at 18.7x earnings.

In FY 2015 ended January, Duluth’s operating margin was 10.36%, up from 9.94% the previous year. Net

938 Views    Sheila Dang    2016-02-16 20:55
LPL Financial Holdings, American Tower and Moody's Corporation are also top dividend producers

Chuck Akre (Trades, Portfolio), founder of Akre Capital Management LLC, has nine stocks in his portfolio that are high dividend producers.

Akre has been in the securities business since 1968 and continues to be the primary person responsible for his firm's investment advisory services and investment selection. Akre likes to buy companies with strong business models demonstrating consistent earnings growth, high return on equity or high compound growth rate in book value per share.

Lamar Advertising Co.

The investor holds 55,000 shares of Lamar Advertising (LAMR) – 0.07% of his total assets. It had a long-term position

1413 Views    Samira Meskini    2015-12-24 16:59
The fund sold out Intel but increased its stake in Oracle

Robert L. Rodriguez is the CEO of First Pacific Advisors, a Los Angeles-based money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns, while maintaining a focus on capital preservation.

The firm manages a portfolio composed of 121 stocks with a total value of $12,249 million. The following are the largest trades during the second quarter.

It increased the stake in Alcoa Inc. (AA) by 57.56% with an impact of 1.16% on the portfolio.

The company manufactures and engineers lightweight metals. Its products include aluminum, titanium, and nickel, which are used in aircraft, automobiles,

1979 Views    Tiziano Frateschi    2015-10-16 20:39
Guru adds to holdings in American Tower and Verisk Analytics

A classic value approach guides Chuck Akre (Trades, Portfolio)’s investment decisions, and, by extension, his Akre Capital Private Asset Management. The firm’s recent track record illustrates how successful his approach has been, with returns of 11.53% in 2014, 18.5% in 2013 and 37.54% in 2012.

Akre’s most significant second-quarter transaction was his sale of his 4,622,412-share stake in Discovery Communications Inc. (DISCK), a Silver Spring, Md.-based mass media and entertainment company, for an average price of $30.93 per share. The deal had a -3.52% impact on Akre’s portfolio.

Discovery Communications has a market cap of $11.21 billion

1613 Views    David Goodloe    2015-09-03 20:43

The week comes to an end and I like to show you the latest dividend grower and share buyback companies in this article.

It was also a hard week for short-term orientated investors because volatility rises due to topics like Ebola and a weaker European economy.

The Dow lost 2.73 percent within the past week while the S&P 500 was down 3.12 percent and NASDAQ down 4.44 percent.

You know that I have not sold any of my stockholdings. I'm not a fearful investor who sells his wonderful businesses and cash-in some money, pay taxes and waiting for new opportunities.

716 Views    Dividend    2014-10-13 04:21
Meridian Funds just reported their fourth quarter portfolio. The funds are run by Richard Aster, who manages both value fund and growth fund. For the 10-year period ended on Dec. 31, 2011, Meridian Value Fund had a cumulative return of 55.8%, while the S&P 500 had 32%. Last year the fund lagged the market slightly, down 2.39%. As of 12/31/2011, Meridian Fund owns 151 stocks with a total value of $3.1 billion. These are the details of the buys and sells. Meridian Value Fund seeks to achieve long-term capital growth. In this fund, Aster invests primarily in equities that are
365 Views    gurufocus    2012-02-10 20:53

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2021-05-11 $ 149.545 (-1.78%)
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