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38.9 (1y: +25%)
Market Cap 4.06 B P/E(ttm) 25.70
Enterprise Value 4.05 B P/B 3.63
LPLA- NAS (USA)
LPL Financial Holdings Inc
Not Rated
Top Ranked Predictable Companies
$38.90
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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,055Revenue $M3,700Net Margin (%)4.2Z-Score2.2
Enterprise Value $M4,907EPS $1.5Operating Margin %6.9F-Score6
P/E(ttm))25.7Cash Flow Per Share $2.5Pre-tax Margin (%)6.9Higher ROA y-yY
Price/Book3.610-y EBITDA Growth Rate %0Quick Ratio1.7Cash flow > EarningsY
Price/Sales1.25-y EBITDA Growth Rate %0Current Ratio1.6Lower Leverage y-yY
Price/Cash Flow11.4y-y EBITDA Growth Rate %4.6ROA % (ttm)3.8Higher Current Ratio y-yN
Dividend Yield %1.3Insider Buy (3m)0ROE % (ttm)13.3Less Shares Outstanding y-yN
Payout Ratio %20.0Shares Outstanding M106ROI % (ttm)8.0Gross Margin Increase y-yN

Gurus Latest Trades with LPLA

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Number of guru portfolios checked: 80. The trades of Premium Gurus are not included unless they are in your Personalized List

Total Records: 11
TickerGuruDate Action
 Impactdown Price Range
(Average)* 		Current Price Change from Average Comment Current Shares
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)		 $ 38.924%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)		 $ 38.939%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)		 $ 38.928%Add 20%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)		 $ 38.914%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)		 $ 38.914%Add 30.2%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)		 $ 38.921%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)		 $ 38.921%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)		 $ 38.938%New holding, 219565 sh.219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)		 $ 38.932%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)		 $ 38.915%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)		 $ 38.914%New holding, 20000 sh.20,000
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*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.
Total Records: 11

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 2013-03-311,700,0001.63.1
LPLA Meridian Funds 2013-03-311,159,0001.091.4-23.63%
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LPLA: Insider Buys/Sells

Click Here for All Insider Trades.
InsiderPosition Date Trades Shares Trade Price ($) Change (%) Details
Putnam James SDirector 2013-05-15Sell75,000$382.37view
Putnam James SDirector 2013-05-09Sell70,000$368.06view
Helliker MarkMD, B/D Support Services 2013-05-03Sell24,927$34.7312.01view
Putnam James SDirector 2013-04-10Sell65,000$34.0114.38view
STIEFLER JEFFREY EDirector 2013-02-27Sell25,000$31.4123.85view
Putnam James SDirector 2013-02-19Sell40,500$32.6719.07view
Putnam James SDirector 2013-02-15Sell39,500$32.6619.11view
Bruton DerekMD, National Sales Manager 2013-02-11Sell22,348$32.7118.92view
Brown Stephanie LMD & General Counsel 2013-01-29Sell31,698$3317.88view
Brown Stephanie LMD & General Counsel 2013-01-09Sell10,350$3029.67view

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 
    Value Investor Chuck Akre Reports Q1 Portfolio May 18 2011 

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