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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,374Revenue $M4,089Net Margin (%)4.0Z-Score2.4
Enterprise Value $M5,442EPS $1.7Operating Margin %6.5F-Score6
P/E(ttm))26.1Cash Flow Per Share $2.5Pre-tax Margin (%)6.5Higher ROA y-yN
Price/Book4.110-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 %5.2ROA % (ttm)4.4Higher Current Ratio y-yN
Dividend Yield %2.2Insider Buy (3m)0ROE % (ttm)16.2Less Shares Outstanding y-yY
Payout Ratio %54.0Shares Outstanding M98.8ROI % (ttm)5.3Gross Margin Increase y-yN

Gurus Latest Trades with LPLA

Number of guru portfolios checked: 84. (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
$ 44.27-16%New holding, 8518366 sh.8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
$ 44.2724%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
$ 44.2740%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
$ 44.2758%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
$ 44.2745%Add 20%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
$ 44.2730%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
$ 44.2730%Add 30.2%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
$ 44.2738%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
$ 44.2738%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
$ 44.2756%New holding, 219565 sh.219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
$ 44.2751%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
$ 44.2731%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
$ 44.2729%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 2014-09-301,715,0001.742.2
LPLA Steve Mandel 2014-09-308,518,3668.621.5
LPLA Meridian Funds 2013-06-301,048,4001.061.5-9.54%
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$53.98-18.53view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-17.35view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-17view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-15.42view
Arnold Dan H.CFO 2014-02-12Sell70,000$52-15.42view
Putnam James SDirector 2014-01-09Sell30,000$50-12.04view
Putnam James SDirector 2014-01-07Sell30,000$48-8.38view
Putnam James SDirector 2013-12-23Sell30,000$46-4.39view
Putnam James SDirector 2013-12-10Sell30,000$44-0.05view
Thomas LuxEVP, CAO 2013-11-14Sell1,000$42.313.95view

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
    Nasdaq stocks posting largest volume increases Dec 18 2014
    UPDATE 1-LPL Financial retains halt on some ARCP products Dec 11 2014
    LPL Financial has not reinstated sales of ARCP products - CEO Dec 11 2014
    LPL Financial has not reinstated sales of RCAP REITs - LPL CEO Dec 10 2014
    LPL Financial has not reinstated sales of RCS' REITs - LPL CEO Dec 10 2014
    LPL Financial Research Publishes Outlook 2015 Dec 09 2014
    TREASURIES-Prices tumble on rosy U.S. jobs report Dec 05 2014
    GLOBAL MARKETS-Dollar, stocks gain after stronger-than-expected U.S. jobs data Dec 05 2014
    GLOBAL MARKETS-Dollar, stocks rise as U.S. jobs beat forecast Dec 05 2014
    GLOBAL MARKETS-Dollar, stocks climb as U.S. jobs beat forecast Dec 05 2014
    TREASURIES-Prices tumble on surprisingly strong U.S. jobs data Dec 05 2014
    TREASURIES-Yields jump on surprisingly strong U.S. jobs data Dec 05 2014
    LPL Financial to Present at the 2014 Goldman Sachs U.S. Financial Services Conference Dec 03 2014
    LPL Financial to Present at the 2014 Goldman Sachs U.S. Financial Services Conference Dec 03 2014
    LPL Financial Congratulates Honorees Recognized in the Bank Investment Consultant Top 50 Bank... Dec 02 2014
    LPL Financial Executive Joins Charlotte Chamber's Board of Directors Dec 02 2014
    The Securities Law Firm of Menzer & Hill, P.A. Announces Investigation of LPL Financial Related to... Nov 24 2014
    MOVES- Morgan Stanley, KPMG, Cordea Savills, Bluebay Asset Management, Renaissance Capital Nov 24 2014
    MOVES-LPL Financial names Paulett Eberhart to board, audit committee Nov 24 2014
    H. Paulett Eberhart Elected to LPL Financial Board of Directors Nov 24 2014

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