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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M3,905Revenue $M4,322Net Margin (%)4.1Z-Score2.3
Enterprise Value $M5,140EPS $1.8Operating Margin %6.9F-Score5
P/E(ttm))23.3Cash Flow Per Share $2.5Pre-tax Margin (%)6.8Higher ROA y-yN
Price/Book4.210-y EBITDA Growth Rate %0Quick Ratio0Cash flow > EarningsY
Price/Sales1.05-y EBITDA Growth Rate %0Current Ratio0Lower Leverage y-yN
Price/Cash Flow11.4y-y EBITDA Growth Rate %7.8ROA % (ttm)4.5Higher Current Ratio y-yN
Dividend Yield %2.4Insider 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: 68.
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)
$ 40.47-6%Sold Out0
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 40.47-30%New holding8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 40.4712%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 40.4722%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 40.4731%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 40.4725%Add 20.00%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 40.4716%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 40.4716%Add 30.20%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 40.4720%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 40.4720%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 40.4730%New holding219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 40.4727%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 40.4716%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 40.4715%New holding20,000
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 investors:

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 2015-03-02Sell3,661$45.14-10.35view
Arnold Dan H.CFO 2015-02-24Sell5,458$46-12.02view
Arnold Dan H.CFO 2015-02-19Sell18,542$46.15-12.31view
Thomas LuxEVP, CAO 2014-02-28Sell4,000$53.98-25.03view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-23.63view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-23.94view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-22.17view
Arnold Dan H.CFO 2014-02-12Sell70,000$52-22.17view
Putnam James SDirector 2014-01-09Sell30,000$50-19.06view
Putnam James SDirector 2014-01-07Sell30,000$48-15.69view

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 

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