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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,343Revenue $M4,322Net Margin (%)4.1Z-Score2.4
Enterprise Value $M5,565EPS $1.8Operating Margin %6.9F-Score5
P/E(ttm))25.6Cash Flow Per Share $2.5Pre-tax Margin (%)6.8Higher ROA y-yN
Price/Book4.710-y EBITDA Growth Rate %0Quick Ratio0Cash flow > EarningsY
Price/Sales1.15-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 %2.1Insider 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: 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 2014-12-31 Sold Out -1.5%$40.26 - $45.58
($42.98)
$ 45.015%Sold Out0
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 45.01-17%New holding8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 45.0121%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 45.0130%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 45.0138%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 45.0132%Add 20.00%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 45.0124%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 45.0124%Add 30.20%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 45.0128%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 45.0128%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 45.0137%New holding219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 45.0135%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 45.0125%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 45.0124%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 Gurus:

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$45.14-0.29view
Arnold Dan H.CFO 2015-02-24Sell5,458$46-2.15view
Arnold Dan H.CFO 2015-02-19Sell18,542$46.15-2.47view
Thomas LuxEVP, CAO 2014-02-28Sell4,000$53.98-16.62view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-15.06view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-15.41view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-13.44view
Arnold Dan H.CFO 2014-02-12Sell70,000$52-13.44view
Putnam James SDirector 2014-01-09Sell30,000$50-9.98view
Putnam James SDirector 2014-01-07Sell30,000$48-6.23view

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 13 2014 
    Meridian Funds Q4 Portfolio Update; Buys LII, LPLA, ALL, EMR, KLAC, WAG Feb 10 2012 

    More From Other Websites
    Watchdog bars ex-LPL broker who tapped client funds for Hawaii retreat Mar 26 2015
    Technology, Staffing Lead Way for Independent Financial Partners' Advisor Recruiting Efforts Mar 26 2015
    LPL Financial Promotes Chief Compliance Officer Sharyn Handelsman to Managing Director Mar 19 2015
    Two LPL Financial Attorneys Named Fellows Of The Leadership Council On Legal Diversity Mar 10 2015
    LPL Financial Appoints Two Top Strategists to Research Team Mar 09 2015
    LPL Financial Appoints Two Top Strategists to Research Team Mar 09 2015
    LPL Financial Welcomes Zions Bancorporation to Its Institution Services Platform Mar 05 2015
    LPL Financial Welcomes Zions Bancorporation to Its Institution Services Platform Mar 05 2015
    MOVES-Legal & General U.S. unit chief departs after profit dip Mar 04 2015
    MOVES-Legal & General appoints Gene Gilbertson interim CEO of U.S. business Mar 04 2015
    LPL Financial names CFO Arnold president after Moore resigns Mar 03 2015
    LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Change in Directors or Principal Officers Mar 03 2015
    LPL Financial Appoints Dan Arnold President Mar 03 2015
    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

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