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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,877Revenue $M4,089Net Margin (%)4.5Z-Score2.3
Enterprise Value $M6,405EPS $1.7Operating Margin %7.3F-Score5
P/E(ttm))28.3Cash Flow Per Share $2.5Pre-tax Margin (%)7.1Higher ROA y-yY
Price/Book4.410-y EBITDA Growth Rate %0Quick Ratio1.7Cash flow > EarningsN
Price/Sales1.35-y EBITDA Growth Rate %0Current Ratio1.6Lower Leverage y-yN
Price/Cash Flow11.4y-y EBITDA Growth Rate %21.7ROA % (ttm)4.5Higher Current Ratio y-yN
Dividend Yield %1.6Insider Buy (3m)0ROE % (ttm)16.5Less Shares Outstanding y-yY
Payout Ratio %38.0Shares Outstanding M105ROI % (ttm)5.3Gross Margin Increase y-yN

Gurus Latest Trades with LPLA

Number of guru portfolios checked: 54.
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 48.636%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 48.654%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 48.674%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 48.660%Add 20%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 48.642%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 48.642%Add 30.2%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 48.651%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 48.651%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 48.672%New holding, 219565 sh.219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 48.666%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 48.644%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 48.642%New holding, 20000 sh.20,000
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 Gurus:

Ticker Guru Name Portfolio Date* Current Shares % of Shares Outstanding % of Total Assets Managed Change from Last Holdings Holding History
LPLA Chuck Akre 2013-12-311,715,0001.633+0.88%
LPLA Meridian Funds 2013-06-301,048,40011.5-9.54%
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
Thomas LuxEVP, CAO 2014-02-28Sell4,000$53.98-9.97view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-8.66view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-8.28view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-6.54view
Arnold Dan H.CFO 2014-02-12Sell70,000$52-6.54view
Putnam James SDirector 2014-01-09Sell30,000$50-2.8view
Putnam James SDirector 2014-01-07Sell30,000$481.25view
Putnam James SDirector 2013-12-23Sell30,000$465.65view
Putnam James SDirector 2013-12-10Sell30,000$4410.45view
Thomas LuxEVP, CAO 2013-11-14Sell1,000$42.3114.87view

Press Releases about LPLA :

    Quarterly/Annual Reports about LPLA:

    News about LPLA:

    Articles On GuruFocus.com
    Meridian Funds Q4 Portfolio Update; Buys LII, LPLA, ALL, EMR, KLAC, WAG Feb 10 2012 


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