LOB Live Oak Bancshares, Inc. Common Stock
NYSE · Banking · عرض على SEC EDGAR ↗ إغلاق أكتوبر 2, 2026 10-K/10-Q أغسطس 4, 2026LOB لقطة سريعة للسهم السعر، القيمة السوقية، مكرر الربحية (P/E)، ربحية السهم (EPS)، العائد على حقوق الملكية (ROE)، نسبة الدين إلى حقوق الملكية، نطاق 52 أسبوعًا
LOB مخطط سعر السهم OHLCV يومي مع مؤشرات فنية — تحريك وتكبير وتخصيص عرضك
تتكيف دقة الشريط مع الفترة المحددة - مرر مؤشر الفأرة فوق الرسم البياني لرؤية الافتتاح/الأعلى/الأدنى/الإغلاق للشريط.
حول Live Oak Bancshares, Inc. Common Stock نظرة عامة على الشركة من ويكيبيديا
Live Oak Bank, a subsidiary of Live Oak Bancshares, Inc., is an American bank. Headquartered in Wilmington, North Carolina, it serves small business owners in all 50 states and was the leading SBA 7(a) lender by dollar volume in 2022.
History
Founded in 2008 by James S. (Chip) Mahan III, Live Oak initially focused on lending to niche industries such as veterinarians and dentists. Today, the bank lends to more than 35 specialized industries in all 50 states and has more than a dozen general lenders in markets across the country that directly serve small business owners. The bank specializes in SBA and USDA loans and offers business and personal deposit products on its branchless, digital platform.
In 2017, Live Oak Bank established an office in Washington, D.C. to handle the company’s loans in the fields of renewable energy and government contracting. Live Oak also announced a joint venture with the payment technology company First Data in October 2017, which became the joint company Apiture. In December 2017, Live Oak announced the opening of a lending segment in the automobile industry.
Scott Custer served as the company’s president from April 2017 to September 2018, when he resigned from his position to work on a community bank startup.
In 2018, Live Oak Bank signed its first partnership with cloud-based core banking software company Finxact. By 2020, Live Oak was using the Finxact platform for its loan origination processes. By 2021, the company had switched its retail and commercial deposit accounts to Finxact.
Live Oak entered the venture banking industry in 2019. Huntley Garriott was appointed president of Live Oak Bank in September 2019 after he left his position as a partner at Goldman Sachs & Co.
Live Oak Bank established a satellite office at the N.C. State University Centennial Campus in Raleigh, North Carolina in 2020. The new office was established to house Live Oak Labs, the company’s technology unit.
In 2021, Live Oak Bank became the official sponsor for the Live Oak Band Pavilion, an amphitheater and live concert venue in Wilmington, North Carolina previously known as the Riverfront Park Amphitheater. In the same year, Live Oak announced plans to build a small business center named Channel in downtown Wilmington. Live Oak hired Kevin Doyle as its VP of small business lending in 2021. On June 7, 2021, former Ally Financial chief digital officer Renato Derraik also joined Live Oak as its chief information and digital officer. Former First Horizon Bank CFO William "B.J." Losch also joined Live Oak as its CFO.
Live Oak Bank established offices in Dallas in 2022. In 2022, Live Oak Bank also launched Tidal Small Business Checking, its first small business checking product. In December 2022, Live Oak Bank transferred stock from Nasdaq and began trading on the NYSE under its current ticker symbol, LOB.
Live Oak Ventures, the investing arm of Live Oak Bancshares, has made investments in various companies that align with its investment thesis including Pharmacy Marketplace, Finxact, Asset Class, Uplinq and more.
As of 2023, Live Oak Bank was the fourth-largest state chartered bank in North Carolina and had approved more SBA-sponsored loans than any other bank within the previous six years. In 2023, the company also received a new four-story office in Wilmington constructed by contractors Swinerton and Monteith.
In August 2023, “BJ” Losch, the company’s chief financial officer became the president replacing Huntley Garriott.
Live Oak currently operates as a branchless bank, only doing business with clients online. In addition to its main headquarters in Wilmington and its offices in Dallas, Raleigh, Charlotte, and California.
Live Oak timeline
2008 - Live Oak Bank founded
2011 – nCino created by Live Oak’s founders
2012 - $1.2 billion originated
2013 – Live Oak Ventures formed
2014 – nCino spun out to shareholders
2014-17 – Live Oak was awarded “Best Bank to Work For” by American Banker
2015 – Live Oak Bank files for its initial public offering (Nasdaq: LOB).
2015 – Launch of Digital Bank
2017-2020 – Named the number one SBA 7(a) lender in the country
2017 – Apiture was founded in a joint venture with First Data and is part of Live Oak’s fintech ecosystem.
2018 – Business model shifts to holding loans
2019 – Live Oak is named the highest dollar volume USDA lender in the country
2019 - $10.95 billion originated
2020 – Canapi Venture launches $545 million fintech investment fund
2020 – Live Oak Bank goes live on Finxact core
Subsidiaries
nCino
Live Oak spun its banking software division out into a separate entity named nCino in 2012. nCino develops software such as nCino IQ, an artificial intelligence and machine learning platform that automates and improves functions in the company’s bank operating system.
Apiture
Apiture is an open API banking platform founded in 2017 as a joint venture between First Data Corporation and Live Oak Bank with offices in Wilmington, North Carolina, and Austin, Texas.
Live Oak Private Wealth
Live Oak Private Wealth, an SEC‐registered investment advisory firm, launched in 2018 under Live Oak Bancshares and is based in Wilmington, N.C. Live Oak Private Wealth offers a full spectrum of financial services including investment and wealth advisory services, wealth analytics and solutions, portfolio development, business, estate, retirement and financial planning, technical insights and cash management. Live Oak Private Wealth acquired Jolly Asset Management in 2020.
Canapi Ventures
Canapi Ventures (previously known as Live Oak Ventures) is a venture capital firm investing in early to growth‐stage fintech companies. It launched its $650 million fintech fund in 2020 to support innovation in financial services. Canapi Ventures is advised by Canapi Advisors, LLC, a wholly owned subsidiary of Live Oak Bancshares, Inc. and CenterHarbor Advisors, an indirect subsidiary of CenterHarbor Holding Company, owned and controlled by Gene Ludwig, former Comptroller of the Currency and the Co‐Founder of Promontory Interfinancial Network. Ludwig and Chip Mahan, Live Oak Bancshares Chairman and CEO, are co-managing partners. The team includes several other financial services and venture capital veterans including Live Oak Bancshares President Neil Underwood, and partners Walker Forehand, Dan Beldy and Jeff Reitman, as well as Senior Advisors Jeffrey Goldstein and Jim Hale. Canapi has offices in Wilmington, N.C., Washington, D.C. and New York City.
Legal issues
A class-action lawsuit was filed in March 2021 alleging that Live Oak Bank, nCino, and Apiture conspired to avoid hiring each other's employees. Previously, Live Oak Bank disclosed receiving a letter in December 2020 from a law firm representing an individual alleging violations of antitrust laws. In March 2022, Live Oak Bank reached a $4.65 million settlement agreement along with Apiture, to be distributed among approximately 1,911 employees who have worked at the three companies since 2017.
== References ==
المصدر: ويكيبيديا (الإنجليزية), CC BY-SA 4.0 · عرض على ويكيبيديا ↗
أداء 10 سنوات اتجاهات الإيرادات وصافي الدخل والهوامش وربحية السهم
التقييم نسب مكرر الربحية (P/E)، مكرر المبيعات (P/S)، مكرر القيمة الدفترية (P/B)، EV/EBITDA — هل السهم مرتفع السعر أم رخيص؟
| المقياس | اتجاه 5 سنوات | LOB | متوسط 5 سنوات | متوسط الأقران | الحكم |
|---|---|---|---|---|---|
| P/E | 15.4متوسط 5 سنوات ≈22.2 | ≈22.2 | 14.0 | القيمة العادلة | |
| PEG Ratio (نسبة السعر إلى الأرباح إلى النمو (PEG)) | ≈1.7 | · | · | · |
يتم حساب الوسيط النظير على أساس موحد لكل مقياس وقد لا يتطابق دائمًا مع الأساس السنوي الحالي/الربع الأخير المعروض لهذا السهم.
الربحية هامش الربح الإجمالي والتشغيلي والصافي؛ العائد على حقوق الملكية (ROE)، العائد على الأصول (ROA)، العائد على رأس المال المستثمر (ROIC)
| المقياس | اتجاه 5 سنوات | LOB | متوسط 5 سنوات | متوسط الأقران | الحكم |
|---|---|---|---|---|---|
| Pretax Margin (هامش ما قبل الضريبة) | 24.7%متوسط 5 سنوات ≈20.2% | ≈20.2% | 38.8% | ضعيف | |
| Net Profit Margin (هامش صافي الربح) | 18.3%متوسط 5 سنوات ≈16.7% | ≈16.7% | 31.8% | ضعيف | |
| ROA (العائد على الأصول) | 0.75% | · | 1.1% | ضعيف | |
| ROE | 9.4% | · | 8.4% | من الدرجة الأولى |
الصحة المالية الديون، السيولة، الملاءة المالية — قوة الميزانية العمومية
لا توجد بيانات أساسية كافية لحساب مجموعة النسب هذه بعد.
النمو نمو الإيرادات وربحية السهم وصافي الدخل: مقارنة بالعام السابق (YoY)، متوسط النمو السنوي المركب لـ 3 سنوات (3Y CAGR)، متوسط النمو السنوي المركب لـ 5 سنوات (5Y CAGR)
| المقياس | اتجاه 5 سنوات | LOB | متوسط 5 سنوات | متوسط الأقران | الحكم |
|---|---|---|---|---|---|
| Revenue YoY (الإيرادات مقارنة بالعام السابق) | 18.3%متوسط 5 سنوات ≈2.2% | ≈2.2% | · | · | |
| Revenue CAGR 3Y (معدل نمو الإيرادات السنوي المركب لـ 3 سنوات) | 0.72%متوسط 5 سنوات ≈6.6% | ≈6.6% | · | · | |
| Revenue CAGR 5Y (معدل نمو الإيرادات السنوي المركب لـ 5 سنوات) | 15.5% | · | · | · | |
| EPS YoY (ربحية السهم على أساس سنوي) | 31.9%متوسط 5 سنوات ≈-7.7% | ≈-7.7% | · | · | |
| Net Income YoY (صافي الدخل مقارنة بالعام السابق) | 36.6%متوسط 5 سنوات ≈-5.5% | ≈-5.5% | · | · | |
| EPS CAGR 3Y (متوسط نمو ربحية السهم السنوي لـ 3 سنوات) | -17.1%متوسط 5 سنوات ≈-11.8% | ≈-11.8% | · | · | |
| EPS CAGR 5Y (متوسط نمو ربحية السهم السنوي لـ 5 سنوات) | 9.3% | · | · | · | |
| Net Income CAGR 3Y (متوسط نمو صافي الدخل السنوي لـ 3 سنوات) | -15.6%متوسط 5 سنوات ≈-10.2% | ≈-10.2% | · | · | |
| Net Income CAGR 5Y (متوسط نمو صافي الدخل السنوي لـ 5 سنوات) | 12.2% | · | · | · |
كفاءة رأس المال معدل دوران الأصول، معدل دوران المخزون، معدل دوران المستحقات
| المقياس | اتجاه 5 سنوات | LOB | متوسط 5 سنوات | متوسط الأقران | الحكم |
|---|---|---|---|---|---|
| Asset Turnover (دوران الأصول) | 0.0 | · | 0.0 | من الدرجة الأولى |
القيمة · ≈ متوسط 5 سنوات · متوسط الصناعة · حكم مقارنة بالمتوسط
التوزيعات العائد، نسبة التوزيع، تاريخ توزيع الأرباح، معدل النمو السنوي المركب لمدة 5 سنوات
| تاريخ الاستحقاق | المبلغ | العملة | العائد |
|---|---|---|---|
| سبتمبر 1, 2026 | $0,03 | USD | ≈0.31% |
| يونيو 2, 2026 | $0,03 | USD | ≈0.32% |
| مارس 5, 2026 | $0,03 | USD | ≈0.34% |
| ديسمبر 2, 2025 | $0,03 | USD | ≈0.37% |
| سبتمبر 2, 2025 | $0,03 | USD | ≈0.32% |
| يونيو 3, 2025 | $0,03 | USD | ≈0.43% |
| فبراير 25, 2025 | $0,03 | USD | ≈0.37% |
| ديسمبر 2, 2024 | $0,03 | USD | ≈0.25% |
| سبتمبر 3, 2024 | $0,03 | USD | ≈0.28% |
| يونيو 4, 2024 | $0,03 | USD | ≈0.37% |
| فبراير 26, 2024 | $0,03 | USD | ≈0.31% |
| نوفمبر 27, 2023 | $0,03 | USD | ≈0.37% |
| سبتمبر 1, 2023 | $0,03 | USD | ≈0.37% |
| يونيو 6, 2023 | $0,03 | USD | ≈0.48% |
| فبراير 27, 2023 | $0,03 | USD | ≈0.34% |
| نوفمبر 28, 2022 | $0,03 | USD | ≈0.38% |
| سبتمبر 2, 2022 | $0,03 | USD | ≈0.35% |
| مايو 27, 2022 | $0,03 | USD | ≈0.30% |
| فبراير 28, 2022 | $0,03 | USD | ≈0.19% |
| نوفمبر 26, 2021 | $0,03 | USD | ≈0.13% |
سجل الأرباح ربحية السهم الفعلية مقابل التقديرات، نسبة المفاجأة %، معدل التجاوز، تاريخ الأرباح التالي
| الفترة | تقرير | EPS Actual | EPS المتوقع | المفاجأة |
|---|---|---|---|---|
| 30 يونيو، 2026 | يوليو 21, 2026 | $0.74 | $0.64 | 16.5% |
| 31 مارس، 2026 | $0.60 | $0.51 | 17.4% | |
| 31 ديسمبر، 2025 | $0.95 | $0.96 | -1.3% | |
| 30 سبتمبر، 2025 | $0.55 | $0.60 | -8.9% | |
| 30 يونيو، 2025 | $0.51 | $0.54 | -4.7% | |
| 31 مارس، 2025 | $0.21 | $0.35 | -39.6% |
الأساسيات الكاملة جميع المقاييس حسب السنة — قائمة الدخل، الميزانية العمومية، التدفق النقدي
قائمة الدخل
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $343M | $117M | $64M | $94M | $88M | $55M | $25M | $15M | $9M | $6M | |
| Interest Income | $908M | $812M | $688M | $444M | $361M | $288M | $228M | $163M | $103M | $57M | $34M | $21M | |
| Pretax Income | $143M | $89M | $83M | $210M | $211M | $47M | $23M | $46M | $98M | $17M | $34M | $17M | |
| Income Tax | $37M | $12M | $9M | $34M | $44M | $-12M | $5M | $-5M | $-2M | $3M | $14M | $7M | |
| Net Income | $106M | $77M | $74M | $176M | $167M | $60M | $18M | $51M | $100M | $14M | $21M | $10M | |
| EPS (Basic) | $2.25 | $1.72 | $1.67 | $4.02 | $3.87 | $1.46 | $0.45 | $1.28 | $2.75 | $0.40 | $0.66 | $0.42 | |
| EPS (Diluted) | $2.23 | $1.69 | $1.64 | $3.92 | $3.71 | $1.43 | $0.44 | $1.24 | $2.65 | $0.39 | $0.65 | $0.41 | |
| Shares (Basic) | 45,701,364 | 45,009,567 | 44,353,708 | 43,862,291 | 43,169,935 | 40,677,496 | 40,222,758 | 40,056,230 | 36,592,893 | 34,202,168 | 31,079,032 | 23,973,398 | |
| Shares (Diluted) | 46,042,790 | 45,820,321 | 45,094,879 | 44,906,310 | 45,071,304 | 41,771,250 | 41,053,514 | 41,446,750 | 37,859,535 | 35,086,959 | 31,973,146 | 24,424,181 |
الميزانية العمومية
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $240M | $264M | $258M | $263M | $240M | $259M | $279M | $263M | $179M | $65M | $63M | $35M | |
| PP&E (Gross) | $374M | $382M | $355M | $360M | $318M | $316M | $325M | $290M | $195M | $74M | $67M | $38M | |
| Accum. Depreciation | $134M | $118M | $97M | $97M | $77M | $56M | $46M | $27M | $16M | $9M | $5M | $3M | |
| Goodwill | · | $2M | $2M | $2M | · | · | · | · | · | · | · | · | |
| Intangibles | · | · | · | · | · | · | · | · | $4M | · | · | · | |
| Total Assets | $15.13B | $12.94B | $11.27B | $9.86B | $8.21B | $7.87B | $4.81B | $3.67B | $2.76B | $1.76B | $1.05B | $673M | |
| Short-term Debt | · | · | · | · | · | · | · | $1M | $0 | $0 | $0 | $6M | |
| Total Liabilities | $13.88B | $11.94B | $10.37B | $9.04B | $7.50B | $7.30B | $4.28B | $3.18B | $2.32B | $1.53B | $853M | $582M | |
| Long-term Debt | · | · | · | · | · | · | · | $16.0K | $27M | $28M | $28M | $42M | |
| Total Debt | · | · | · | · | · | · | · | $1M | · | $0 | $0 | · | |
| Retained Earnings | $810M | $716M | $643M | $572M | $401M | $236M | $180M | $167M | $120M | $24M | $12M | $-7M | |
| AOCI | $-45M | $-82M | $-85M | $-92M | $2M | $22M | $12M | $-2M | $-1M | $-652.0K | $-192.0K | $85.0K | |
| Stockholders' Equity | $1.25B | $999M | $903M | $811M | $715M | $568M | $532M | $494M | $437M | $223M | $199M | $92M | |
| Liabilities + Equity | $15.13B | $12.94B | $11.27B | $9.86B | $8.21B | $7.87B | $4.81B | $3.67B | $2.76B | $1.76B | $1.05B | $673M |
التدفق النقدي
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $23M | $21M | $21M | $21M | $22M | $20M | $16M | $10M | $4M | $3M | $2M | |
| Deferred Tax | $-12M | $-11M | $-22M | $27M | $25M | $-17M | $1M | $-6M | $12M | $-4M | $936.0K | $4M | |
| Operating Cash Flow | $158M | $157M | $185M | $-301M | $-120M | $-261M | $-483M | $6M | $-288M | $-222M | $-335M | $-262M | |
| CapEx | $15M | $49M | $47M | $44M | $3M | $21M | $37M | $111M | $124M | $11M | $30M | $14M | |
| Investing Cash Flow | $-1.90B | $-1.70B | $-1.34B | $-1.02B | $-150M | $-2.62B | $-685M | $-845M | $-535M | $-320M | $60M | $18M | |
| Debt Issued | · | · | · | · | · | · | · | $18.0K | $17M | $0 | $13M | $35M | |
| Net Debt Issued | · | · | · | · | · | · | · | $-25M | · | $-532.0K | $-13M | · | |
| Stock Issued | · | · | · | · | · | · | · | $0 | $113M | $0 | $87M | $75M | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | $0 | · | $0 | $87M | · | |
| Dividends Paid | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $3M | $3M | $44M | |
| Financing Cash Flow | $2.00B | $1.57B | $1.32B | $1.53B | $155M | $2.98B | $1.07B | $863M | $880M | $677M | $348M | $236M | |
| Net Change in Cash | $256M | $26M | $166M | $213M | $-115M | $97M | $-98M | $24M | $57M | $135M | $73M | $-7M | |
| Taxes Paid | $27M | $39M | $5M | $25M | $20M | $11M | $-12M | $2M | $7M | · | · | · | |
| Free Cash Flow | $143M | $96M | $573M | $81M | $-123M | $-294M | $-531M | $-100M | · | $-233M | $-365M | · | |
| Levered FCF | · | · | $267M | $-17M | $-174M | $-412M | $-599M | $-161M | · | $-245M | $-370M | · |
الربحية
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 18.3% | 15.5% | 16.2% | 31.2% | 36.5% | 21.2% | 8.7% | 24.3% | · | 10.1% | 18.8% | · | |
| Pretax Margin | 24.7% | 17.9% | 18.1% | 37.2% | 46.1% | 16.9% | 11.3% | 21.7% | · | 12.6% | 31.3% | · | |
| ROA | 0.75% | · | 0.67% | 1.8% | 2.0% | 0.75% | 0.42% | 1.6% | · | 0.98% | 2.4% | · | |
| ROE | 9.4% | · | 8.4% | 21.9% | 23.8% | 10.3% | 3.4% | 10.6% | · | 6.3% | 14.2% | · |
السيولة والملاءة
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | 0.0 | · | 0.0 | 0.0 | · |
الكفاءة
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.1 | 0.1 | 0.0 | 0.0 | 0.1 | · | 0.1 | 0.1 | · |
لكل سهم
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $12.55 | $10.91 | $10.13 | $12.59 | $10.14 | $6.72 | $5.07 | $5.11 | · | $3.88 | $3.44 | · | |
| Cash Flow / Share | $3.44 | $3.18 | $13.75 | $2.77 | $-2.66 | $-6.54 | $-12.03 | $0.28 | · | $-6.33 | $-10.47 | · | |
| Dividend Paid / Share | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.10 | $0.07 | · | · | |
| EPS (TTM) | $2.23 | $1.69 | $1.64 | $3.92 | $3.71 | $1.43 | $0.44 | $1.24 | $2.65 | $0.39 | $0.65 | · |
معدلات النمو
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.3% | 8.7% | -20.5% | 23.7% | 62.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.72% | 2.2% | 17.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 31.9% | 3.0% | -58.2% | 5.7% | 159.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -17.1% | -23.1% | 4.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 9.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 36.6% | 4.8% | -58.1% | 5.5% | 180.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -15.6% | -22.6% | 7.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 12.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 2.3% | · | · | · | · | · | · | · | · | · | · | · |
التقييم (آخر 12 شهرًا)
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $578M | $489M | $449M | $565M | $457M | $281M | $204M | $204M | $251M | $136M | $110M | · | |
| Net Income TTM | $106M | $77M | $74M | $176M | $167M | $60M | $18M | $51M | $100M | $14M | $21M | · | |
| P/E | 15.4 | 23.4 | 27.7 | 7.7 | 23.5 | 33.2 | 43.2 | 11.9 | 9.0 | 47.4 | 21.8 | · | |
| Earnings Yield | 6.5% | 4.3% | 3.6% | 13.0% | 4.2% | 3.0% | 2.3% | 8.4% | 11.1% | 2.1% | 4.6% | · | |
| Payout Ratio | 5.2% | 7.0% | 7.2% | 3.0% | 3.1% | 8.2% | 26.8% | 9.3% | · | 19.9% | 13.2% | · | |
| Annual Payout | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $3M | $3M | · |
قائمة الدخل
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $102M | · | $91M | $85M | $69M | · | $32M | |
| Interest Income | $242M | $234M | $240M | $231M | $224M | $213M | $213M | $209M | $198M | $192M | $187M | $181M | $170M | $151M | $137M | $116M | |
| Pretax Income | $46M | $40M | $62M | $37M | $31M | $13M | $13M | $18M | $36M | $22M | $17M | $43M | $19M | $4M | $717.0K | $44M | |
| Income Tax | $9M | $10M | $16M | $10M | $8M | $3M | $3M | $5M | $9M | $-5M | $1M | $3M | $1M | $3M | $-1M | $2M | |
| Net Income | $37M | $30M | $46M | $27M | $23M | $10M | $10M | $13M | $27M | $28M | $16M | $40M | $18M | $398.0K | $2M | $43M | |
| EPS (Basic) | $0.75 | $0.61 | $0.97 | $0.56 | $0.51 | $0.21 | $0.22 | $0.28 | $0.60 | $0.62 | $0.37 | $0.89 | $0.40 | $0.01 | $0.04 | $0.97 | |
| EPS (Diluted) | $0.74 | $0.60 | $0.96 | $0.55 | $0.51 | $0.21 | $0.22 | $0.28 | $0.59 | $0.60 | $0.36 | $0.88 | $0.39 | $0.01 | $0.04 | $0.96 | |
| Shares (Basic) | 46,265,757 | 46,138,609 | · | 45,780,794 | 45,634,741 | 45,377,965 | · | 45,073,482 | 44,974,942 | 44,762,308 | · | 44,408,997 | 44,327,474 | 44,157,156 | · | 43,914,920 | |
| Shares (Diluted) | 46,594,482 | 46,509,040 | · | 46,216,958 | 45,795,608 | 45,754,499 | · | 45,953,947 | 45,525,082 | 45,641,210 | · | 45,268,745 | 44,835,089 | 44,964,616 | · | 44,797,109 |
الميزانية العمومية
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $231M | $235M | $240M | $241M | $246M | $259M | $264M | $267M | $268M | $258M | · | $258M | $269M | $268M | · | $260M | |
| PP&E (Gross) | · | · | $374M | · | · | · | $382M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $134M | · | · | · | $118M | · | · | · | · | · | · | · | · | · | |
| Goodwill | · | · | · | · | · | · | $2M | · | · | · | $2M | · | · | · | · | · | |
| Total Assets | $16.04B | $15.30B | $15.13B | $14.67B | $13.83B | $13.60B | $12.94B | $12.61B | $11.87B | $11.51B | · | $10.95B | $10.82B | $10.36B | · | $9.31B | |
| Total Liabilities | $14.72B | $14.02B | $13.88B | $13.46B | $12.76B | $12.56B | $11.94B | $11.60B | $10.91B | $10.58B | · | $10.10B | $9.99B | $9.54B | · | $8.51B | |
| Retained Earnings | $870M | $836M | $810M | $771M | $746M | $724M | $716M | $707M | $695M | $669M | · | $628M | $589M | $573M | · | $572M | |
| AOCI | $-53M | $-47M | $-45M | $-52M | $-62M | $-68M | $-82M | $-61M | $-91M | $-91M | · | $-118M | $-98M | $-84M | · | $-95M | |
| Stockholders' Equity | $1.31B | $1.28B | $1.25B | $1.20B | $1.06B | $1.03B | $999M | $1.01B | $961M | $928M | · | $850M | $832M | $823M | · | $802M | |
| Liabilities + Equity | $16.04B | $15.30B | $15.13B | $14.67B | $13.83B | $13.60B | $12.94B | $12.61B | $11.87B | $11.51B | · | $10.95B | $10.82B | $10.36B | · | $9.31B |
التدفق النقدي
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $7M | $10M | $7M | $7M | $7M | $7M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Deferred Tax | $-7M | $-598.0K | $-16M | $4M | $166.0K | $-1M | $-2M | $-9M | $7M | $-7M | $-9M | $-3M | $-4M | $-6M | $10M | $-181.0K | |
| Operating Cash Flow | $31M | $87M | $80M | $-235M | $-89M | $-30M | $50M | $-68M | $-31M | $30M | $-265M | $155M | $136M | $158M | $-399M | $21M | |
| CapEx | $3M | $2M | $9M | $2M | $1M | $2M | $4M | $6M | $17M | $22M | $22M | $8M | $7M | $10M | $8M | $7M | |
| Investing Cash Flow | $-628M | $-273M | $-497M | $-322M | $-188M | $-465M | $-465M | $-570M | $-271M | $-218M | $47M | $-549M | $-245M | $-593M | $-114M | $-446M | |
| Dividends Paid | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Financing Cash Flow | $709M | $137M | $390M | $787M | $195M | $630M | $358M | $689M | $320M | $203M | $266M | $120M | $453M | $481M | $526M | $197M | |
| Net Change in Cash | $111M | $-49M | $-28M | $230M | $-82M | $135M | $-58M | $51M | $18M | $15M | $48M | $-273M | $345M | $47M | $13M | $-229M | |
| Taxes Paid | $63M | $291.0K | $10M | $9M | $7M | $172.0K | $12M | $4M | $21M | $2M | $4M | $-4M | $5M | $182.0K | $8M | $10M | |
| Free Cash Flow | · | $85M | · | · | · | $103M | · | · | · | $69M | · | · | · | $148M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-58M | · | · | · | $140M | · | · |
الربحية
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 23.6% | 20.6% | · | 18.1% | 16.3% | 7.7% | · | 10.0% | 21.5% | 23.7% | · | 31.3% | 16.2% | 0.39% | · | 30.3% | |
| Pretax Margin | 29.3% | 27.6% | · | 25.0% | 21.7% | 10.4% | · | 13.7% | 28.7% | 19.0% | · | 33.6% | 17.5% | 3.6% | · | 31.4% | |
| ROA | 0.25% | 0.21% | · | 0.19% | 0.18% | 0.08% | · | 0.11% | 0.24% | 0.25% | · | 0.39% | 0.18% | 0.00% | · | 0.49% | |
| ROE | 3.1% | 2.6% | · | 2.4% | 2.3% | 0.99% | · | 1.4% | 3.0% | 3.1% | · | 4.8% | 2.2% | 0.05% | · | 5.8% |
الكفاءة
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
لكل سهم
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $3.35 | $3.13 | · | $3.16 | $3.14 | $2.76 | · | $2.83 | $2.76 | $2.55 | · | $2.81 | $2.42 | $2.26 | · | $3.16 | |
| Cash Flow / Share | · | $1.88 | · | · | · | $2.29 | · | · | · | $1.99 | · | · | · | $3.52 | · | · | |
| Dividend Paid / Share | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | |
| EPS (TTM) | $2.85 | $2.62 | · | $1.49 | $1.22 | $1.30 | · | $1.83 | $2.43 | $2.23 | · | $1.32 | $1.40 | $3.17 | · | $4.54 |
التقييم (آخر 12 شهرًا)
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $610M | $593M | · | $526M | $509M | $495M | · | $484M | $481M | $464M | · | $442M | $457M | $557M | · | $572M | |
| Net Income TTM | $140M | $126M | · | $70M | $56M | $60M | · | $84M | $111M | $101M | · | $60M | $63M | $142M | · | $205M | |
| P/E | 14.3 | 12.6 | · | 23.6 | 24.4 | 20.5 | · | 25.9 | 14.4 | 18.6 | · | 21.9 | 18.8 | 7.7 | · | 6.7 | |
| Earnings Yield | 7.0% | 7.9% | · | 4.2% | 4.1% | 4.9% | · | 3.9% | 6.9% | 5.4% | · | 4.6% | 5.3% | 13.0% | · | 14.8% | |
| Payout Ratio | · | 4.6% | · | · | · | 14.1% | · | · | · | 4.9% | · | · | · | 333.4% | · | · | |
| Annual Payout | $6M | $6M | · | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $5M |
أحدث فترة على اليسار · القيم الفارغة معروضة كـ ·
القوائم المالية قائمة الدخل، الميزانية العمومية، التدفقات النقدية — سنويًا، آخر 5 سنوات
| المقياس | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| صافي الدخل | $106M | $77M | $74M | · | · |
| EPS المخفف | $2.23 | $1.69 | $1.64 | · | · |
لا توجد بيانات أساسية كافية لبناء هذا البيان بعد.
| المقياس | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| التدفق النقدي الحر | $143M | $96M | $573M | · | · |
الملاك المؤسسيون (13F) 251 مقدمي إقرار · $1.2B إجمالي · حتى تاريخ 30 سبتمبر، 2026
المؤسسات التي تبلغ عن حيازتها لهذا السهم في نموذج SEC 13F ربع السنوي الخاص بها. المراكز الطويلة فقط؛ قد يظهر مقدم واحد مرتين لأرجل خيارات منفصلة. الأرجل الكبيرة المتعاكسة من خيارات البيع/الشراء تعكس عادةً صناعة السوق أو المخزون المتحوط، وليس القناعة الاتجاهية.
| مراكز جديدة | المراكز الخارجة | زيادة | انخفض | صافي التغير في الأسهم |
|---|---|---|---|---|
| 33 (-1 مقابل الربع السابق) | 21 (-4 مقابل الربع السابق) | 87 (+5 مقابل الربع السابق) | 63 (-9 مقابل الربع السابق) | +165K |
مقارنة بـ Q1 2026. المواعيد النهائية لتقديم إقرارات نموذج 13F لهيئة الأوراق المالية والبورصات (SEC) هي في غضون 45 يومًا من نهاية الربع بالإضافة إلى فترة سماح قصيرة للمقدمين المتأخرين — يتم تخطي الأرباع التي لا تزال ضمن هذه النافذة لصالح أحدث زوج تم الإبلاغ عنه بالكامل.
| مؤسسة | القيمة | الأسهم | % من 13F المتتبعة | النوع |
|---|---|---|---|---|
| BlackRock, Inc. | $143587571 | 3515856 | 12,24% | الأسهم |
| VANGUARD GROUP INC | $92835238 | 2702627 | 7,91% | الأسهم |
| VANGUARD CAPITAL MANAGEMENT LLC | $67579173 | 1654730 | 5,76% | الأسهم |
| DIMENSIONAL FUND ADVISORS LP | $65979656 | 1615529 | 5,62% | الأسهم |
| STATE STREET CORP | $55875998 | 1367619 | 4,76% | الأسهم |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $55546117 | 1360091 | 4,74% | الأسهم |
| GILDER GAGNON HOWE & CO LLC | $45900484 | 1123910 | 3,91% | الأسهم |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $40712171 | 996870 | 3,47% | الأسهم |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $38175231 | 934751 | 3,25% | الأسهم |
| GEODE CAPITAL MANAGEMENT, LLC | $37275789 | 912543 | 3,18% | الأسهم |
| LOOMIS SAYLES & CO L P | $27444235 | 671994 | 2,34% | الأسهم |
| AMERICAN CENTURY COMPANIES INC | $27262993 | 667556 | 2,32% | الأسهم |
| ROYCE & ASSOCIATES LP | $26386356 | 646091 | 2,25% | الأسهم |
| ALGERT GLOBAL LLC | $23939019 | 586166 | 2,04% | الأسهم |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $23247476 | 569233 | 1,98% | الأسهم |
| FULLER & THALER ASSET MANAGEMENT, INC. | $22651589 | 554642 | 1,93% | الأسهم |
| TWO SIGMA INVESTMENTS, LP | $17163500 | 420262 | 1,46% | الأسهم |
| NORTHERN TRUST CORP | $13100777 | 320783 | 1,12% | الأسهم |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12222187 | 299270 | 1,04% | الأسهم |
| RAYMOND JAMES FINANCIAL INC | $11737009 | 287390 | 1,00% | الأسهم |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11563152 | 283133 | 0,99% | الأسهم |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11036561 | 270239 | 0,94% | الأسهم |
| VANGUARD FIDUCIARY TRUST CO | $10179329 | 249249 | 0,87% | الأسهم |
| ENVESTNET ASSET MANAGEMENT INC | $9684259 | 237127 | 0,83% | الأسهم |
| BANK OF AMERICA CORP /DE/ | $9394017 | 230020 | 0,80% | الأسهم |
| WHITTIER TRUST CO | $9379251 | 224384 | 0,80% | الأسهم |
| D. E. Shaw & Co., Inc. | $8900547 | 217937 | 0,76% | الأسهم |
| GOLDMAN SACHS GROUP INC | $8308694 | 203445 | 0,71% | الأسهم |
| MORGAN STANLEY | $7701305 | 188571 | 0,66% | الأسهم |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $7322367 | 179294 | 0,62% | الأسهم |
| Trust Co of the South | $6840700 | 167500 | 0,58% | الأسهم |
| UBS Group AG | $6612159 | 161904 | 0,56% | الأسهم |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6304798 | 154378 | 0,54% | الأسهم |
| RICE HALL JAMES & ASSOCIATES, LLC | $5724257 | 140163 | 0,49% | الأسهم |
| AQR CAPITAL MANAGEMENT LLC | $5674941 | 138955 | 0,48% | الأسهم |
| STATE OF WISCONSIN INVESTMENT BOARD | $5673452 | 138919 | 0,48% | الأسهم |
| Russell Investments Group, Ltd. | $5618888 | 137581 | 0,48% | الأسهم |
| Trexquant Investment LP | $5211388 | 127605 | 0,44% | الأسهم |
| WHITTIER TRUST CO OF NEVADA INC | $4809890 | 117000 | 0,41% | الأسهم |
| Apollon Wealth Management, LLC | $4797329 | 117466 | 0,41% | الأسهم |
| Bank of New York Mellon Corp | $4506074 | 110334 | 0,38% | الأسهم |
| CITADEL ADVISORS LLC | $4086900 | 100071 | 0,35% | الأسهم |
| WELLS FARGO & COMPANY/MN | $3912024 | 95789 | 0,33% | الأسهم |
| TWO SIGMA ADVISERS, LP | $3902160 | 113600 | 0,33% | الأسهم |
| DEUTSCHE BANK AG\ | $3898955 | 95469 | 0,33% | الأسهم |
| Lighthouse Investment Partners, LLC | $3657467 | 89556 | 0,31% | الأسهم |
| Empowered Funds, LLC | $3642643 | 89193 | 0,31% | الأسهم |
| FMR LLC | $3486882 | 85379 | 0,30% | الأسهم |
| AMERIPRISE FINANCIAL INC | $3482630 | 85275 | 0,30% | الأسهم |
| CAPTRUST FINANCIAL ADVISORS | $3447217 | 84408 | 0,29% | الأسهم |
المطلعون على الشركة 37 من المطلعين · مسؤولون 22 · مديرون 15
| مطلع | الدور | آخر نشاط | الأسهم المملوكة | مشتريات 12 شهرًا | مبيعات 12 شهرًا | صافي 12 شهرًا |
|---|---|---|---|---|---|---|
| James S Mahan III | Chief Executive Officer | 10 سبتمبر، 2026 S | 2747844 | 0 | 57 | $-15068561 |
| Walter J Phifer | Chief Financial Officer | 18 أغسطس، 2026 M | 11723 | 0 | 1 | $-172365 |
| Brett S. Caines | Chief Financial Officer | 6 إبريل، 2021 M | 322406 | 0 | 0 | $0 |
| William C Losch III | President | 25 أغسطس، 2026 M | 263392 | 0 | 0 | $0 |
| Huntley Garriott | President, Live Oak Bank | 23 فبراير، 2023 M | 442033 | 0 | 0 | $0 |
| Neil Lawrence Underwood | President | 3 ديسمبر، 2021 G | 50000 | 0 | 0 | $0 |
| Scott Custer | President, Live Oak Bank | 7 أغسطس، 2017 A | 80000 | 0 | 0 | $0 |
| Gregory Bruce Thompson | Chief Operating Officer | 31 يناير، 2017 A | · | 0 | 0 | $0 |
| Michael Cairns | Chief Credit Officer | 19 أغسطس، 2026 M | 11528 | 0 | 0 | $0 |
| Matthew S Diffley | Chief Accounting Officer | 17 أغسطس، 2026 A | · | 0 | 0 | $0 |
| Renato Derraik | Chief Info./Digital Off., Bank | 10 أغسطس، 2026 M | 18132 | 0 | 1 | $-2837250 |
| Courtney Spencer | Chief Experience Officer | 4 أغسطس، 2026 S | 0 | 0 | 2 | $-385124 |
| Mark Michael Moroz | Chief Banking Officer | 28 يوليو، 2026 S | 12110 | 0 | 1 | $-256688 |
| Gregory W Seward | General Counsel | 2 مارس، 2026 S | 113797 | 0 | 2 | $-146340 |
| John W. Sutherland | Chief Accounting Officer | 23 فبراير، 2026 M | 16622 | 0 | 0 | $0 |
| Ewa Maria Stasiowska | Chief Risk Officer | 9 فبراير، 2026 A | 2595 | 1 | 0 | $99985 |
| Micah S Davis | Chief Marketing & Comm Officer | 24 فبراير، 2025 M | 48115 | 0 | 0 | $0 |
| Stephanie Mann | Chief Strategy Officer | 24 فبراير، 2025 M | 42195 | 0 | 0 | $0 |
| Steve Smits | Chief Credit Officer | 23 فبراير، 2024 M | 150132 | 0 | 0 | $0 |
| Susan N Janson | Chief Risk Off., Live Oak Bank | 22 فبراير، 2022 M | 30350 | 0 | 0 | $0 |
| Thomas A. Hill | Chief Information Officer | 19 نوفمبر، 2018 A | 7824 | 0 | 0 | $0 |
| William J. Holt | Chief Revenue Officer | 14 أغسطس، 2015 J | 70 | 0 | 0 | $0 |
| Tonya Williams Bradford | مدير | 3 سبتمبر، 2026 S | 8043 | 1 | 1 | $-33584 |
| William L. Williams III | مدير | 3 سبتمبر، 2026 S | 1105726 | 0 | 6 | $-1384405 |
| Patrick Timothy Mchenry | مدير | 19 مايو، 2026 A | 3080 | 0 | 0 | $0 |
| Miltom Emmett Petty | مدير | 19 مايو، 2026 A | 130839 | 0 | 0 | $0 |
| Yousef A. Valine | مدير | 19 مايو، 2026 A | 10401 | 0 | 0 | $0 |
| Jeffrey W Lunsford | مدير | 1 مايو، 2026 M | 12640 | 0 | 0 | $0 |
| Glen F. Hoffsis | مدير | 1 مايو، 2025 M | 134573 | 0 | 0 | $0 |
| Diane Beth Glossman | مدير | 1 مايو، 2025 M | 72983 | 0 | 0 | $0 |
| Casey S Crawford | مدير | 22 أغسطس، 2023 F | 1881 | 0 | 0 | $0 |
| LANDIS H K | مدير | 5 نوفمبر، 2020 M | 198300 | 0 | 0 | $0 |
| David G Salyers | مدير | 12 مايو، 2020 A | 4100 | 0 | 0 | $0 |
| Jerald L Pullins | مدير | 14 مايو، 2019 M | 248590 | 0 | 0 | $0 |
| Don Jackson | مدير | 9 مايو، 2017 M | 90010 | 0 | 0 | $0 |
| David G Lucht | · | 4 أغسطس، 2026 S | 13623 | 0 | 2 | $-215110 |
| William Henderson Cameron | · | 19 مايو، 2026 A | 19850 | 0 | 0 | $0 |
المطلعون من إيداعات SEC Form 3/4/5؛ صافي = سوق مفتوح فقط
ملكية صناديق المؤشرات المتداولة محتفظ بها بواسطة 44 صناديق مؤشرات متداولة
الوزن يعكس فقط ممتلكات الأسهم المباشرة (N-PORT)؛ قد تحتفظ الصناديق المضاعفة أو القائمة على المشتقات بتعرض إضافي للمقايضة غير معروض.
| صندوق | الوزن | الوحدات | حتى تاريخ | المصدر |
|---|---|---|---|---|
| ESSC · Strategy Shares | 0,34% | 2826 NS | 31 يوليو، 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,21% | 21317 NS | 31 يوليو، 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,13% | 42719 NS | 31 يوليو، 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,13% | 5741 NS | 31 يوليو، 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,09% | 256 NS | 31 يوليو، 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,07% | 15377 SH | 19 أغسطس، 2026 | يومي |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 9453 NS | 31 يوليو، 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,06% | 189744 NS | 31 يوليو، 2026 | N-PORT |
| RSSL · Global X Funds | 0,05% | 17474 NS | 31 يوليو، 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,05% | 209968 SH | 19 أغسطس، 2026 | يومي |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 16550 SH | 19 أغسطس، 2026 | يومي |
| PFF · iShares Trust | 0,05% | 249522 SH | 11 سبتمبر، 2026 | يومي |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 35106 SH | 2 أكتوبر، 2026 | يومي |
| IWM · iShares Trust | 0,05% | 932212 SH | 11 سبتمبر، 2026 | يومي |
| IWO · iShares Trust | 0,05% | 165729 SH | 11 سبتمبر، 2026 | يومي |
| DFAS · Dimensional ETF Trust | 0,04% | 152276 NS | 31 يوليو، 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,04% | 2983 SH | 2 أكتوبر، 2026 | يومي |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,04% | 18840 SH | 19 أغسطس، 2026 | يومي |
| DXUV · Dimensional ETF Trust | 0,03% | 3575 NS | 31 يوليو، 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,03% | 49889 NS | 31 يوليو، 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,03% | 993 NS | 31 يوليو، 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 5286 SH | 11 سبتمبر، 2026 | يومي |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 409807 SH | 19 أغسطس، 2026 | يومي |
| VBK · VANGUARD INDEX FUNDS | 0,02% | 243423 SH | 19 أغسطس، 2026 | يومي |
| VFH · VANGUARD WORLD FUND | 0,02% | 58559 SH | 19 أغسطس، 2026 | يومي |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 9691 NS | 31 يوليو، 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 2042 SH | 11 سبتمبر، 2026 | يومي |
| VB · VANGUARD INDEX FUNDS | 0,01% | 423141 SH | 19 أغسطس، 2026 | يومي |
| DFAC · Dimensional ETF Trust | 0,01% | 110692 NS | 31 يوليو، 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 22677 NS | 31 يوليو، 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 4610 NS | 31 يوليو، 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 2942 NS | 31 يوليو، 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 11248 NS | 31 يوليو، 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 60353 SH | 11 سبتمبر، 2026 | يومي |
| DFUS · Dimensional ETF Trust | 0,00% | 11196 NS | 31 يوليو، 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 972 NS | 31 يوليو، 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 8698 SH | 3 سبتمبر، 2026 | يومي |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1181867 SH | 19 أغسطس، 2026 | يومي |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 26043 SH | 19 أغسطس، 2026 | يومي |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2926 SH | 19 أغسطس، 2026 | يومي |
| ESGV · VANGUARD WORLD FUND | 0,00% | 8086 SH | 19 أغسطس، 2026 | يومي |
| IWN · iShares Trust | · | 179300 SH | 11 سبتمبر، 2026 | يومي |
| ISCB · iShares Trust | · | 1540 SH | 11 سبتمبر، 2026 | يومي |
| ISCV · iShares Trust | · | 4761 SH | 11 سبتمبر، 2026 | يومي |
LOB توافق الآراء التحليلي آراء المحللين الصعودية والهبوطية، السعر المستهدف لمدة 12 شهرًا، الصعود
السعر المستهدف لمدة 12 شهرًا
4 محللين · 2026-10-01السعر المستهدف المتوسط $46.75 +27,5%
مقارنة الأقران (الصناعة الفرعية GICS) المقاييس الرئيسية مقابل أقران القطاع
أساس السنة المالية، الأسعار كما في إغلاق نهاية السنة المالية الأخيرة لكل شركة.
| الرمز | القيمة السوقية | P/E | الإيرادات سنويًا | هامش الربح الصافي | ROE | هامش الربح الإجمالي |
|---|---|---|---|---|---|---|
| LOB | · | 15.4 | 18.3% | 18.3% | 9.4% | · |
| DCOM | $1.32B | 12.8 | 19.0% | 556.0% | 7.6% | · |
| HOPE | $1.41B | 22.4 | 5.0% | 12.3% | 2.7% | · |
| STBA | $1.47B | 11.3 | 4.8% | 33.4% | 9.2% | · |
| FSUN | $1.05B | 10.8 | 8.4% | 23.4% | 8.7% | · |
| NBHC | $1.44B | 13.3 | 2.9% | 232.6% | 8.0% | · |
| BY | $1.33B | 10.1 | 9.7% | 29.1% | 10.6% | · |
| BFC | $1.20B | 16.8 | 10.4% | 41.1% | 11.4% | · |
| TCBK | $1.53B | 12.8 | 4.1% | 227.5% | 9.4% | · |
| OCFC | $1.03B | 15.3 | 5.4% | 17.5% | 4.2% | · |
| OBK | · | 15.7 | 9.9% | · | · | · |
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