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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,766Revenue $M4,089Net Margin (%)4.5Z-Score2.5
Enterprise Value $M5,866EPS $1.7Operating Margin %7.3F-Score5
P/E(ttm))27.6Cash Flow Per Share $2.5Pre-tax Margin (%)7.1Higher ROA y-yN
Price/Book4.610-y EBITDA Growth Rate %0Quick Ratio0Cash flow > EarningsY
Price/Sales1.25-y EBITDA Growth Rate %0Current Ratio0Lower Leverage y-yN
Price/Cash Flow11.4y-y EBITDA Growth Rate %6.9ROA % (ttm)4.5Higher Current Ratio y-yN
Dividend Yield %1.8Insider Buy (3m)0ROE % (ttm)16.5Less Shares Outstanding y-yY
Payout Ratio %50.0Shares Outstanding M101ROI % (ttm)5.3Gross Margin Increase y-yN

Gurus Latest Trades with LPLA

Number of guru portfolios checked: 56. (List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)
TickerGuruDate Action
Impactdown Price Range
Current Price Change from Average Comment Current Shares
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
$ 47.48-10%New holding, 8518366 sh.8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
$ 47.4833%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
$ 47.4851%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
$ 47.4870%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
$ 47.4856%Add 20%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
$ 47.4839%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
$ 47.4839%Add 30.2%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
$ 47.4848%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
$ 47.4848%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
$ 47.4868%New holding, 219565 sh.219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
$ 47.4862%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
$ 47.4840%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
$ 47.4839%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 Steve Mandel 2014-03-318,518,3668.471.9New Buy
LPLA Chuck Akre 2014-03-311,715,0001.712.9
LPLA Meridian Funds 2013-06-301,048,4001.041.5-9.54%
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$53.98-11.37view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-10.09view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-9.72view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-8view
Arnold Dan H.CFO 2014-02-12Sell70,000$52-8view
Putnam James SDirector 2014-01-09Sell30,000$50-4.32view
Putnam James SDirector 2014-01-07Sell30,000$48-0.33view
Putnam James SDirector 2013-12-23Sell30,000$464view
Putnam James SDirector 2013-12-10Sell30,000$448.73view
Thomas LuxEVP, CAO 2013-11-14Sell1,000$42.3113.07view

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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    LPL Financial Announces Financial Results for Second Quarter 2014 Jul 30 2014
    Q2 2014 LPL Financial Holdings Inc Earnings Release - Before Market Open Jul 30 2014
    LPL Financial profit falls 4.4 pct as costs rise Jul 30 2014
    6:15 am LPL Financial misses by $0.01, reports revs in-line Jul 30 2014
    LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Results of Operations and Financial Condition Jul 30 2014
    LPL Financial Announces Financial Results for Second Quarter 2014 Jul 30 2014
    LPL Financial Honored By Financial Services Roundtable For Community Service Leadership Jul 23 2014
    ON THE MOVE-LPL lands newly launched firm of former Merrill Lynch brokers Jul 18 2014
    GLOBAL MARKETS-Gaza violence, plane crash in Ukraine hit stocks Jul 17 2014
    GLOBAL MARKETS-Geopolitical tensions spark major move to safer assets Jul 17 2014
    GLOBAL MARKETS-Malaysian air crash amplifies move to safer assets Jul 17 2014
    LPL Financial Welcomes IHT Wealth Management to Broker-Dealer and RIA Custodial Platform Jul 17 2014
    LPL Financial Welcomes IHT Wealth Management to Broker-Dealer and RIA Custodial Platform Jul 17 2014
    [video] U.S. Industrials & European Banks Look Best This Earnings Season Jul 08 2014
    [video] Are Markets Free of Political Handcuffs? Jul 08 2014
    LPL Financial and Financial Telesis Announce the Creation of a New Large Independent Retirement Plan... Jul 07 2014
    LPL Financial, Financial Telesis announce creation of Global Retirement Partners Jul 07 2014

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