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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,329Revenue $M4,374Net Margin (%)4.1Z-Score2.4
Enterprise Value $M5,396EPS $1.8Operating Margin %6.9F-Score6
P/E(ttm))26.5Cash Flow Per Share $2.5Pre-tax Margin (%)6.8Higher ROA y-yN
Price/Book4.610-y EBITDA Growth Rate %0Quick Ratio0Cash flow > EarningsY
Price/Sales1.15-y EBITDA Growth Rate %0Current Ratio0Lower Leverage y-yY
Price/Cash Flow11.4y-y EBITDA Growth Rate %2.8ROA % (ttm)4.5Higher Current Ratio y-yN
Dividend Yield %2.2Insider Buy (3m)0ROE % (ttm)16.9Less Shares Outstanding y-yY
Payout Ratio %55.0Shares Outstanding M96.5ROI % (ttm)5.3Gross Margin Increase y-yN

Gurus Latest Trades with LPLA

Number of guru portfolios checked: 85. (List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
LPLASteve Mandel 2014-12-31 Sold Out -1.5%$40.26 - $45.58
($42.98)
$ 44.864%Sold Out0
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 44.86-15%New holding, 8518366 sh.8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 44.8625%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 44.8642%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 44.8660%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 44.8647%Add 20%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 44.8631%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 44.8631%Add 30.2%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 44.8639%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 44.8639%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 44.8659%New holding, 219565 sh.219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 44.8653%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 44.8633%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 44.8631%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 2014-12-311,715,0001.782
LPLA Steve Mandel 2014-12-31000Sold Out
LPLA Meridian Funds 2013-06-301,048,4001.091.5-9.54%
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
Arnold Dan H.CFO 2015-02-24Sell5,458$46-2.48view
Arnold Dan H.CFO 2015-02-19Sell18,542$46.15-2.8view
Thomas LuxEVP, CAO 2014-02-28Sell4,000$53.98-16.9view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-15.69view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-15.34view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-13.73view
Arnold Dan H.CFO 2014-02-12Sell70,000$52-13.73view
Putnam James SDirector 2014-01-09Sell30,000$50-10.28view
Putnam James SDirector 2014-01-07Sell30,000$48-6.54view
Putnam James SDirector 2013-12-23Sell30,000$46-2.48view

Press Releases about LPLA :

    Quarterly/Annual Reports about LPLA:

    News about LPLA:

    Articles On GuruFocus.com
    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 

    More From Other Websites
    American Realty Capital says to file delayed results on Monday Feb 27 2015
    LPL FINANCIAL HOLDINGS INC. Financials Feb 27 2015
    LPL Financial Breaks Ground On Its New Carolinas Campus Feb 26 2015
    Why Obama's Recommendations For The Brokerage Industry Are Sensible Feb 26 2015
    TREASURIES-Bond prices rise after latest Yellen remarks, CPI eyed Feb 25 2015
    Barron's Ranks 29 LPL Financial Advisors Among The Best In The Industry Nationwide Feb 25 2015
    LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Costs Associated with Exit or Disposal Activities Feb 25 2015
    10-K for LPL Financial Holdings, Inc. Feb 22 2015
    LPL FINANCIAL HOLDINGS INC. Files SEC form 10-K, Annual Report Feb 20 2015
    LPL Adds Advisers Despite Regulatory 'Noise' Feb 19 2015
    Q4 2014 LPL Financial Holdings Inc Earnings Release - Before Market Open Feb 19 2015
    LPL Financial beats 4Q profit forecasts Feb 19 2015
    LPL Financial beats 4Q profit forecasts Feb 19 2015
    LPL Financial profit rises 9.3 percent Feb 19 2015
    LPL Financial Announces Financial Results for Fourth Quarter and Full Year 2014 Feb 19 2015
    LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Results of Operations and Financial Condition Feb 19 2015
    Four trades to go before the closing bell Feb 13 2015
    LPL Financial Announces Addition of Ellsworth Private Wealth Management Feb 12 2015
    LPL Financial Welcomes Wellspring Advisor Group Feb 09 2015
    LPL Financial Welcomes Wellspring Advisor Group Feb 09 2015

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