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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,276Revenue $M4,089Net Margin (%)4.0Z-Score2.4
Enterprise Value $M5,343EPS $1.7Operating Margin %6.5F-Score6
P/E(ttm))25.6Cash Flow Per Share $2.5Pre-tax Margin (%)6.5Higher ROA y-yN
Price/Book4.110-y EBITDA Growth Rate %0Quick Ratio0Cash flow > EarningsY
Price/Sales1.05-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
(Average)*
Current Price Change from Average Comment Current Shares
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 43.27-18%New holding, 8518366 sh.8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 43.2721%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 43.2737%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 43.2755%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 43.2742%Add 20%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 43.2727%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 43.2727%Add 30.2%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 43.2734%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 43.2734%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 43.2753%New holding, 219565 sh.219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 43.2747%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 43.2728%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 43.2726%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 2014-09-308,518,3668.621.5
LPLA Chuck Akre 2014-09-301,715,0001.742.2
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$53.98-19.84view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-18.68view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-18.34view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-16.79view
Arnold Dan H.CFO 2014-02-12Sell70,000$52-16.79view
Putnam James SDirector 2014-01-09Sell30,000$50-13.46view
Putnam James SDirector 2014-01-07Sell30,000$48-9.85view
Putnam James SDirector 2013-12-23Sell30,000$46-5.93view
Putnam James SDirector 2013-12-10Sell30,000$44-1.66view
Thomas LuxEVP, CAO 2013-11-14Sell1,000$42.312.27view

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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    10-Q for LPL Financial Holdings, Inc. Nov 01 2014

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