LOB Live Oak Bancshares, Inc. Common Stock
NYSE · Banking · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 4, 2026LOB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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About Live Oak Bancshares, Inc. Common Stock Company overview from Wikipedia
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 ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | LOB | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 15.45Y avg ≈22.2 | ≈22.2 | 14.0 | Fair value | |
| PEG Ratio | ≈1.7 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | LOB | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Pretax Margin | 24.7%5Y avg ≈20.2% | ≈20.2% | 38.8% | Weak | |
| Net Profit Margin | 18.3%5Y avg ≈16.7% | ≈16.7% | 31.8% | Weak | |
| ROA | 0.75% | · | 1.1% | Weak | |
| ROE | 9.4% | · | 8.4% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | LOB | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 18.3%5Y avg ≈2.2% | ≈2.2% | · | · | |
| Revenue CAGR 3Y | 0.72%5Y avg ≈6.6% | ≈6.6% | · | · | |
| Revenue CAGR 5Y | 15.5% | · | · | · | |
| EPS YoY | 31.9%5Y avg ≈-7.7% | ≈-7.7% | · | · | |
| Net Income YoY | 36.6%5Y avg ≈-5.5% | ≈-5.5% | · | · | |
| EPS CAGR 3Y | -17.1%5Y avg ≈-11.8% | ≈-11.8% | · | · | |
| EPS CAGR 5Y | 9.3% | · | · | · | |
| Net Income CAGR 3Y | -15.6%5Y avg ≈-10.2% | ≈-10.2% | · | · | |
| Net Income CAGR 5Y | 12.2% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | LOB | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | Top tier |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 1, 2026 | $0.03 | USD | ≈0.31% |
| Jun 2, 2026 | $0.03 | USD | ≈0.32% |
| Mar 5, 2026 | $0.03 | USD | ≈0.34% |
| Dec 2, 2025 | $0.03 | USD | ≈0.37% |
| Sep 2, 2025 | $0.03 | USD | ≈0.32% |
| Jun 3, 2025 | $0.03 | USD | ≈0.43% |
| Feb 25, 2025 | $0.03 | USD | ≈0.37% |
| Dec 2, 2024 | $0.03 | USD | ≈0.25% |
| Sep 3, 2024 | $0.03 | USD | ≈0.28% |
| Jun 4, 2024 | $0.03 | USD | ≈0.37% |
| Feb 26, 2024 | $0.03 | USD | ≈0.31% |
| Nov 27, 2023 | $0.03 | USD | ≈0.37% |
| Sep 1, 2023 | $0.03 | USD | ≈0.37% |
| Jun 6, 2023 | $0.03 | USD | ≈0.48% |
| Feb 27, 2023 | $0.03 | USD | ≈0.34% |
| Nov 28, 2022 | $0.03 | USD | ≈0.38% |
| Sep 2, 2022 | $0.03 | USD | ≈0.35% |
| May 27, 2022 | $0.03 | USD | ≈0.30% |
| Feb 28, 2022 | $0.03 | USD | ≈0.19% |
| Nov 26, 2021 | $0.03 | USD | ≈0.13% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 21, 2026 | $0.74 | $0.64 | 16.5% |
| March 31, 2026 | $0.60 | $0.51 | 17.4% | |
| Dec. 31, 2025 | $0.95 | $0.96 | -1.3% | |
| Sept. 30, 2025 | $0.55 | $0.60 | -8.9% | |
| June 30, 2025 | $0.51 | $0.54 | -4.7% | |
| March 31, 2025 | $0.21 | $0.35 | -39.6% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 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 |
Balance Sheet
| Metric | Trend | 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 |
Cash Flow
| Metric | Trend | 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 | · |
Profitability
| Metric | Trend | 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% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | 0.0 | · | 0.0 | 0.0 | · |
Efficiency
| Metric | Trend | 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 | · |
Per Share
| Metric | Trend | 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 | · |
Growth Rates
| Metric | Trend | 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% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 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 | · |
Income Statement
| Metric | Trend | 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 |
Balance Sheet
| Metric | Trend | 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 |
Cash Flow
| Metric | Trend | 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 | · | · |
Profitability
| Metric | Trend | 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% |
Efficiency
| Metric | Trend | 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 |
Per Share
| Metric | Trend | 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 |
Valuation (TTM)
| Metric | Trend | 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 |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Net Income | $106M | $77M | $74M | · | · |
| Diluted EPS | $2.23 | $1.69 | $1.64 | · | · |
Not enough fundamentals data to build this statement yet.
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $143M | $96M | $573M | · | · |
Institutional owners (13F) 251 filers · $1.2B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 33 (-1 vs prior Q) | 21 (-4 vs prior Q) | 87 (+5 vs prior Q) | 63 (-9 vs prior Q) | +165K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $143,587,571 | 3,515,856 | 12.24% | Shares |
| VANGUARD GROUP INC | $92,835,238 | 2,702,627 | 7.91% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $67,579,173 | 1,654,730 | 5.76% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $65,979,656 | 1,615,529 | 5.62% | Shares |
| STATE STREET CORP | $55,875,998 | 1,367,619 | 4.76% | Shares |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $55,546,117 | 1,360,091 | 4.74% | Shares |
| GILDER GAGNON HOWE & CO LLC | $45,900,484 | 1,123,910 | 3.91% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $40,712,171 | 996,870 | 3.47% | Shares |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $38,175,231 | 934,751 | 3.25% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $37,275,789 | 912,543 | 3.18% | Shares |
| LOOMIS SAYLES & CO L P | $27,444,235 | 671,994 | 2.34% | Shares |
| AMERICAN CENTURY COMPANIES INC | $27,262,993 | 667,556 | 2.32% | Shares |
| ROYCE & ASSOCIATES LP | $26,386,356 | 646,091 | 2.25% | Shares |
| ALGERT GLOBAL LLC | $23,939,019 | 586,166 | 2.04% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $23,247,476 | 569,233 | 1.98% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $22,651,589 | 554,642 | 1.93% | Shares |
| TWO SIGMA INVESTMENTS, LP | $17,163,500 | 420,262 | 1.46% | Shares |
| NORTHERN TRUST CORP | $13,100,777 | 320,783 | 1.12% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12,222,187 | 299,270 | 1.04% | Shares |
| RAYMOND JAMES FINANCIAL INC | $11,737,009 | 287,390 | 1.00% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11,563,152 | 283,133 | 0.99% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11,036,561 | 270,239 | 0.94% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $10,179,329 | 249,249 | 0.87% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $9,684,259 | 237,127 | 0.83% | Shares |
| BANK OF AMERICA CORP /DE/ | $9,394,017 | 230,020 | 0.80% | Shares |
| WHITTIER TRUST CO | $9,379,251 | 224,384 | 0.80% | Shares |
| D. E. Shaw & Co., Inc. | $8,900,547 | 217,937 | 0.76% | Shares |
| GOLDMAN SACHS GROUP INC | $8,308,694 | 203,445 | 0.71% | Shares |
| MORGAN STANLEY | $7,701,305 | 188,571 | 0.66% | Shares |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $7,322,367 | 179,294 | 0.62% | Shares |
| Trust Co of the South | $6,840,700 | 167,500 | 0.58% | Shares |
| UBS Group AG | $6,612,159 | 161,904 | 0.56% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6,304,798 | 154,378 | 0.54% | Shares |
| RICE HALL JAMES & ASSOCIATES, LLC | $5,724,257 | 140,163 | 0.49% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $5,674,941 | 138,955 | 0.48% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $5,673,452 | 138,919 | 0.48% | Shares |
| Russell Investments Group, Ltd. | $5,618,888 | 137,581 | 0.48% | Shares |
| Trexquant Investment LP | $5,211,388 | 127,605 | 0.44% | Shares |
| WHITTIER TRUST CO OF NEVADA INC | $4,809,890 | 117,000 | 0.41% | Shares |
| Apollon Wealth Management, LLC | $4,797,329 | 117,466 | 0.41% | Shares |
| Bank of New York Mellon Corp | $4,506,074 | 110,334 | 0.38% | Shares |
| CITADEL ADVISORS LLC | $4,086,900 | 100,071 | 0.35% | Shares |
| WELLS FARGO & COMPANY/MN | $3,912,024 | 95,789 | 0.33% | Shares |
| TWO SIGMA ADVISERS, LP | $3,902,160 | 113,600 | 0.33% | Shares |
| DEUTSCHE BANK AG\ | $3,898,955 | 95,469 | 0.33% | Shares |
| Lighthouse Investment Partners, LLC | $3,657,467 | 89,556 | 0.31% | Shares |
| Empowered Funds, LLC | $3,642,643 | 89,193 | 0.31% | Shares |
| FMR LLC | $3,486,882 | 85,379 | 0.30% | Shares |
| AMERIPRISE FINANCIAL INC | $3,482,630 | 85,275 | 0.30% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $3,447,217 | 84,408 | 0.29% | Shares |
Company insiders 37 insiders · 22 officers · 15 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| James S Mahan III | Chief Executive Officer | Sept. 10, 2026 S | 2,747,844 | 0 | 57 | $-15,068,561 |
| Walter J Phifer | Chief Financial Officer | Aug. 18, 2026 M | 11,723 | 0 | 1 | $-172,365 |
| Brett S. Caines | Chief Financial Officer | April 6, 2021 M | 322,406 | 0 | 0 | $0 |
| William C Losch III | President | Aug. 25, 2026 M | 263,392 | 0 | 0 | $0 |
| Huntley Garriott | President, Live Oak Bank | Feb. 23, 2023 M | 442,033 | 0 | 0 | $0 |
| Neil Lawrence Underwood | President | Dec. 3, 2021 G | 50,000 | 0 | 0 | $0 |
| Scott Custer | President, Live Oak Bank | Aug. 7, 2017 A | 80,000 | 0 | 0 | $0 |
| Gregory Bruce Thompson | Chief Operating Officer | Jan. 31, 2017 A | · | 0 | 0 | $0 |
| Michael Cairns | Chief Credit Officer | Aug. 19, 2026 M | 11,528 | 0 | 0 | $0 |
| Matthew S Diffley | Chief Accounting Officer | Aug. 17, 2026 A | · | 0 | 0 | $0 |
| Renato Derraik | Chief Info./Digital Off., Bank | Aug. 10, 2026 M | 18,132 | 0 | 1 | $-2,837,250 |
| Courtney Spencer | Chief Experience Officer | Aug. 4, 2026 S | 0 | 0 | 2 | $-385,124 |
| Mark Michael Moroz | Chief Banking Officer | July 28, 2026 S | 12,110 | 0 | 1 | $-256,688 |
| Gregory W Seward | General Counsel | March 2, 2026 S | 113,797 | 0 | 2 | $-146,340 |
| John W. Sutherland | Chief Accounting Officer | Feb. 23, 2026 M | 16,622 | 0 | 0 | $0 |
| Ewa Maria Stasiowska | Chief Risk Officer | Feb. 9, 2026 A | 2,595 | 1 | 0 | $99,985 |
| Micah S Davis | Chief Marketing & Comm Officer | Feb. 24, 2025 M | 48,115 | 0 | 0 | $0 |
| Stephanie Mann | Chief Strategy Officer | Feb. 24, 2025 M | 42,195 | 0 | 0 | $0 |
| Steve Smits | Chief Credit Officer | Feb. 23, 2024 M | 150,132 | 0 | 0 | $0 |
| Susan N Janson | Chief Risk Off., Live Oak Bank | Feb. 22, 2022 M | 30,350 | 0 | 0 | $0 |
| Thomas A. Hill | Chief Information Officer | Nov. 19, 2018 A | 7,824 | 0 | 0 | $0 |
| William J. Holt | Chief Revenue Officer | Aug. 14, 2015 J | 70 | 0 | 0 | $0 |
| Tonya Williams Bradford | Director | Sept. 3, 2026 S | 8,043 | 1 | 1 | $-33,584 |
| William L. Williams III | Director | Sept. 3, 2026 S | 1,105,726 | 0 | 6 | $-1,384,405 |
| Patrick Timothy Mchenry | Director | May 19, 2026 A | 3,080 | 0 | 0 | $0 |
| Miltom Emmett Petty | Director | May 19, 2026 A | 130,839 | 0 | 0 | $0 |
| Yousef A. Valine | Director | May 19, 2026 A | 10,401 | 0 | 0 | $0 |
| Jeffrey W Lunsford | Director | May 1, 2026 M | 12,640 | 0 | 0 | $0 |
| Glen F. Hoffsis | Director | May 1, 2025 M | 134,573 | 0 | 0 | $0 |
| Diane Beth Glossman | Director | May 1, 2025 M | 72,983 | 0 | 0 | $0 |
| Casey S Crawford | Director | Aug. 22, 2023 F | 1,881 | 0 | 0 | $0 |
| LANDIS H K | Director | Nov. 5, 2020 M | 198,300 | 0 | 0 | $0 |
| David G Salyers | Director | May 12, 2020 A | 4,100 | 0 | 0 | $0 |
| Jerald L Pullins | Director | May 14, 2019 M | 248,590 | 0 | 0 | $0 |
| Don Jackson | Director | May 9, 2017 M | 90,010 | 0 | 0 | $0 |
| David G Lucht | · | Aug. 4, 2026 S | 13,623 | 0 | 2 | $-215,110 |
| William Henderson Cameron | · | May 19, 2026 A | 19,850 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 44 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| ESSC · Strategy Shares | 0.34% | 2,826 NS | July 31, 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0.21% | 21,317 NS | July 31, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.13% | 42,719 NS | July 31, 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.13% | 5,741 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.09% | 256 NS | July 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.07% | 15,377 SH | Aug. 19, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.06% | 9,453 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.06% | 189,744 NS | July 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.05% | 17,474 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.05% | 209,968 SH | Aug. 19, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.05% | 16,550 SH | Aug. 19, 2026 | Daily |
| PFF · iShares Trust | 0.05% | 249,522 SH | Sept. 11, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.05% | 35,106 SH | Oct. 2, 2026 | Daily |
| IWM · iShares Trust | 0.05% | 932,212 SH | Sept. 11, 2026 | Daily |
| IWO · iShares Trust | 0.05% | 165,729 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.04% | 152,276 NS | July 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 2,983 SH | Oct. 2, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.04% | 18,840 SH | Aug. 19, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.03% | 3,575 NS | July 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.03% | 49,889 NS | July 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.03% | 993 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.02% | 5,286 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 409,807 SH | Aug. 19, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.02% | 243,423 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.02% | 58,559 SH | Aug. 19, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.02% | 9,691 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 2,042 SH | Sept. 11, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.01% | 423,141 SH | Aug. 19, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.01% | 110,692 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.01% | 22,677 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 4,610 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 2,942 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 11,248 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 60,353 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 11,196 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.00% | 972 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 8,698 SH | Sept. 3, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,181,867 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 26,043 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,926 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 8,086 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 179,300 SH | Sept. 11, 2026 | Daily |
| ISCB · iShares Trust | · | 1,540 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 4,761 SH | Sept. 11, 2026 | Daily |
LOB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
4 analysts · 2026-10-01Mean target $46.75 +27.5%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| 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% | · | · | · |
Latest News Recent headlines mentioning this company
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