LOB Live Oak Bancshares, Inc. Common Stock
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O Live Oak Bancshares, Inc. Common Stock Przegląd firmy z Wikipedii
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 ==
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | LOB | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E | 15.4średnia z 5 lat ≈22.2 | ≈22.2 | 14.0 | Wartość godziwa | |
| PEG Ratio (Współczynnik PEG) | ≈1.7 | · | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | LOB | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Pretax Margin (Marża przed opodatkowaniem) | 24.7%średnia z 5 lat ≈20.2% | ≈20.2% | 38.8% | Słaby | |
| Net Profit Margin (Marża Zysku Netto) | 18.3%średnia z 5 lat ≈16.7% | ≈16.7% | 31.8% | Słaby | |
| ROA | 0.75% | · | 1.1% | Słaby | |
| ROE | 9.4% | · | 8.4% | Najwyższa półka |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Za mało danych fundamentalnych, aby obliczyć tę grupę wskaźników.
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | LOB | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 18.3%średnia z 5 lat ≈2.2% | ≈2.2% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 0.72%średnia z 5 lat ≈6.6% | ≈6.6% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 15.5% | · | · | · | |
| EPS YoY | 31.9%średnia z 5 lat ≈-7.7% | ≈-7.7% | · | · | |
| Net Income YoY (Zysk Netto R/R) | 36.6%średnia z 5 lat ≈-5.5% | ≈-5.5% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | -17.1%średnia z 5 lat ≈-11.8% | ≈-11.8% | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | 9.3% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | -15.6%średnia z 5 lat ≈-10.2% | ≈-10.2% | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | 12.2% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | LOB | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.0 | · | 0.0 | Najwyższa półka |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota | Waluta | Stopa zwrotu |
|---|---|---|---|
| Wrz 1, 2026 | $0,03 | USD | ≈0.31% |
| Cze 2, 2026 | $0,03 | USD | ≈0.32% |
| Mar 5, 2026 | $0,03 | USD | ≈0.34% |
| Gru 2, 2025 | $0,03 | USD | ≈0.37% |
| Wrz 2, 2025 | $0,03 | USD | ≈0.32% |
| Cze 3, 2025 | $0,03 | USD | ≈0.43% |
| Lut 25, 2025 | $0,03 | USD | ≈0.37% |
| Gru 2, 2024 | $0,03 | USD | ≈0.25% |
| Wrz 3, 2024 | $0,03 | USD | ≈0.28% |
| Cze 4, 2024 | $0,03 | USD | ≈0.37% |
| Lut 26, 2024 | $0,03 | USD | ≈0.31% |
| Lis 27, 2023 | $0,03 | USD | ≈0.37% |
| Wrz 1, 2023 | $0,03 | USD | ≈0.37% |
| Cze 6, 2023 | $0,03 | USD | ≈0.48% |
| Lut 27, 2023 | $0,03 | USD | ≈0.34% |
| Lis 28, 2022 | $0,03 | USD | ≈0.38% |
| Wrz 2, 2022 | $0,03 | USD | ≈0.35% |
| Maj 27, 2022 | $0,03 | USD | ≈0.30% |
| Lut 28, 2022 | $0,03 | USD | ≈0.19% |
| Lis 26, 2021 | $0,03 | USD | ≈0.13% |
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Lip 21, 2026 | $0.74 | $0.64 | 16.5% |
| 31 marca 2026 | $0.60 | $0.51 | 17.4% | |
| 31 grudnia 2025 | $0.95 | $0.96 | -1.3% | |
| 30 września 2025 | $0.55 | $0.60 | -8.9% | |
| 30 czerwca 2025 | $0.51 | $0.54 | -4.7% | |
| 31 marca 2025 | $0.21 | $0.35 | -39.6% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | 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 |
Bilans
| Wskaźnik | 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 |
Przepływy pieniężne
| Wskaźnik | 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 | · |
Rentowność
| Wskaźnik | 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% | · |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | 0.0 | · | 0.0 | 0.0 | · |
Efektywność
| Wskaźnik | 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 | · |
Na akcję
| Wskaźnik | 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 | · |
Stopy Wzrostu
| Wskaźnik | 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% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | 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 | · |
Rachunek zysków i strat
| Wskaźnik | 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 |
Bilans
| Wskaźnik | 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 |
Przepływy pieniężne
| Wskaźnik | 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 | · | · |
Rentowność
| Wskaźnik | 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% |
Efektywność
| Wskaźnik | 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 |
Na akcję
| Wskaźnik | 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 |
Wycena (TTM)
| Wskaźnik | 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 |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Zysk netto | $106M | $77M | $74M | · | · |
| Rozwodniony EPS | $2.23 | $1.69 | $1.64 | · | · |
Zbyt mało danych fundamentalnych, aby utworzyć to sprawozdanie.
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $143M | $96M | $573M | · | · |
Właściciele instytucjonalni (13F) 251 emitentów · $1.2B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 33 (-1 vs poprzedni kw.) | 21 (-4 vs poprzedni kw.) | 87 (+5 vs poprzedni kw.) | 63 (-9 vs poprzedni kw.) | +165K |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| BlackRock, Inc. | $143 587 571 | 3 515 856 | 12,24% | Akcje |
| VANGUARD GROUP INC | $92 835 238 | 2 702 627 | 7,91% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $67 579 173 | 1 654 730 | 5,76% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $65 979 656 | 1 615 529 | 5,62% | Akcje |
| STATE STREET CORP | $55 875 998 | 1 367 619 | 4,76% | Akcje |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $55 546 117 | 1 360 091 | 4,74% | Akcje |
| GILDER GAGNON HOWE & CO LLC | $45 900 484 | 1 123 910 | 3,91% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $40 712 171 | 996 870 | 3,47% | Akcje |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $38 175 231 | 934 751 | 3,25% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $37 275 789 | 912 543 | 3,18% | Akcje |
| LOOMIS SAYLES & CO L P | $27 444 235 | 671 994 | 2,34% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $27 262 993 | 667 556 | 2,32% | Akcje |
| ROYCE & ASSOCIATES LP | $26 386 356 | 646 091 | 2,25% | Akcje |
| ALGERT GLOBAL LLC | $23 939 019 | 586 166 | 2,04% | Akcje |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $23 247 476 | 569 233 | 1,98% | Akcje |
| FULLER & THALER ASSET MANAGEMENT, INC. | $22 651 589 | 554 642 | 1,93% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $17 163 500 | 420 262 | 1,46% | Akcje |
| NORTHERN TRUST CORP | $13 100 777 | 320 783 | 1,12% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12 222 187 | 299 270 | 1,04% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $11 737 009 | 287 390 | 1,00% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11 563 152 | 283 133 | 0,99% | Akcje |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11 036 561 | 270 239 | 0,94% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $10 179 329 | 249 249 | 0,87% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $9 684 259 | 237 127 | 0,83% | Akcje |
| BANK OF AMERICA CORP /DE/ | $9 394 017 | 230 020 | 0,80% | Akcje |
| WHITTIER TRUST CO | $9 379 251 | 224 384 | 0,80% | Akcje |
| D. E. Shaw & Co., Inc. | $8 900 547 | 217 937 | 0,76% | Akcje |
| GOLDMAN SACHS GROUP INC | $8 308 694 | 203 445 | 0,71% | Akcje |
| MORGAN STANLEY | $7 701 305 | 188 571 | 0,66% | Akcje |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $7 322 367 | 179 294 | 0,62% | Akcje |
| Trust Co of the South | $6 840 700 | 167 500 | 0,58% | Akcje |
| UBS Group AG | $6 612 159 | 161 904 | 0,56% | Akcje |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6 304 798 | 154 378 | 0,54% | Akcje |
| RICE HALL JAMES & ASSOCIATES, LLC | $5 724 257 | 140 163 | 0,49% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $5 674 941 | 138 955 | 0,48% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $5 673 452 | 138 919 | 0,48% | Akcje |
| Russell Investments Group, Ltd. | $5 618 888 | 137 581 | 0,48% | Akcje |
| Trexquant Investment LP | $5 211 388 | 127 605 | 0,44% | Akcje |
| WHITTIER TRUST CO OF NEVADA INC | $4 809 890 | 117 000 | 0,41% | Akcje |
| Apollon Wealth Management, LLC | $4 797 329 | 117 466 | 0,41% | Akcje |
| Bank of New York Mellon Corp | $4 506 074 | 110 334 | 0,38% | Akcje |
| CITADEL ADVISORS LLC | $4 086 900 | 100 071 | 0,35% | Akcje |
| WELLS FARGO & COMPANY/MN | $3 912 024 | 95 789 | 0,33% | Akcje |
| TWO SIGMA ADVISERS, LP | $3 902 160 | 113 600 | 0,33% | Akcje |
| DEUTSCHE BANK AG\ | $3 898 955 | 95 469 | 0,33% | Akcje |
| Lighthouse Investment Partners, LLC | $3 657 467 | 89 556 | 0,31% | Akcje |
| Empowered Funds, LLC | $3 642 643 | 89 193 | 0,31% | Akcje |
| FMR LLC | $3 486 882 | 85 379 | 0,30% | Akcje |
| AMERIPRISE FINANCIAL INC | $3 482 630 | 85 275 | 0,30% | Akcje |
| CAPTRUST FINANCIAL ADVISORS | $3 447 217 | 84 408 | 0,29% | Akcje |
Insiderzy spółki 37 insiderów · 22 dyrektorzy generalni · 15 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| James S Mahan III | Chief Executive Officer | 10 września 2026 S | 2 747 844 | 0 | 57 | $-15 068 561 |
| Walter J Phifer | Chief Financial Officer | 18 sierpnia 2026 M | 11 723 | 0 | 1 | $-172 365 |
| Brett S. Caines | Chief Financial Officer | 6 kwietnia 2021 M | 322 406 | 0 | 0 | $0 |
| William C Losch III | President | 25 sierpnia 2026 M | 263 392 | 0 | 0 | $0 |
| Huntley Garriott | President, Live Oak Bank | 23 lutego 2023 M | 442 033 | 0 | 0 | $0 |
| Neil Lawrence Underwood | President | 3 grudnia 2021 G | 50 000 | 0 | 0 | $0 |
| Scott Custer | President, Live Oak Bank | 7 sierpnia 2017 A | 80 000 | 0 | 0 | $0 |
| Gregory Bruce Thompson | Chief Operating Officer | 31 stycznia 2017 A | · | 0 | 0 | $0 |
| Michael Cairns | Chief Credit Officer | 19 sierpnia 2026 M | 11 528 | 0 | 0 | $0 |
| Matthew S Diffley | Chief Accounting Officer | 17 sierpnia 2026 A | · | 0 | 0 | $0 |
| Renato Derraik | Chief Info./Digital Off., Bank | 10 sierpnia 2026 M | 18 132 | 0 | 1 | $-2 837 250 |
| Courtney Spencer | Chief Experience Officer | 4 sierpnia 2026 S | 0 | 0 | 2 | $-385 124 |
| Mark Michael Moroz | Chief Banking Officer | 28 lipca 2026 S | 12 110 | 0 | 1 | $-256 688 |
| Gregory W Seward | General Counsel | 2 marca 2026 S | 113 797 | 0 | 2 | $-146 340 |
| John W. Sutherland | Chief Accounting Officer | 23 lutego 2026 M | 16 622 | 0 | 0 | $0 |
| Ewa Maria Stasiowska | Chief Risk Officer | 9 lutego 2026 A | 2 595 | 1 | 0 | $99 985 |
| Micah S Davis | Chief Marketing & Comm Officer | 24 lutego 2025 M | 48 115 | 0 | 0 | $0 |
| Stephanie Mann | Chief Strategy Officer | 24 lutego 2025 M | 42 195 | 0 | 0 | $0 |
| Steve Smits | Chief Credit Officer | 23 lutego 2024 M | 150 132 | 0 | 0 | $0 |
| Susan N Janson | Chief Risk Off., Live Oak Bank | 22 lutego 2022 M | 30 350 | 0 | 0 | $0 |
| Thomas A. Hill | Chief Information Officer | 19 listopada 2018 A | 7 824 | 0 | 0 | $0 |
| William J. Holt | Chief Revenue Officer | 14 sierpnia 2015 J | 70 | 0 | 0 | $0 |
| Tonya Williams Bradford | Dyrektor | 3 września 2026 S | 8 043 | 1 | 1 | $-33 584 |
| William L. Williams III | Dyrektor | 3 września 2026 S | 1 105 726 | 0 | 6 | $-1 384 405 |
| Patrick Timothy Mchenry | Dyrektor | 19 maja 2026 A | 3 080 | 0 | 0 | $0 |
| Miltom Emmett Petty | Dyrektor | 19 maja 2026 A | 130 839 | 0 | 0 | $0 |
| Yousef A. Valine | Dyrektor | 19 maja 2026 A | 10 401 | 0 | 0 | $0 |
| Jeffrey W Lunsford | Dyrektor | 1 maja 2026 M | 12 640 | 0 | 0 | $0 |
| Glen F. Hoffsis | Dyrektor | 1 maja 2025 M | 134 573 | 0 | 0 | $0 |
| Diane Beth Glossman | Dyrektor | 1 maja 2025 M | 72 983 | 0 | 0 | $0 |
| Casey S Crawford | Dyrektor | 22 sierpnia 2023 F | 1 881 | 0 | 0 | $0 |
| LANDIS H K | Dyrektor | 5 listopada 2020 M | 198 300 | 0 | 0 | $0 |
| David G Salyers | Dyrektor | 12 maja 2020 A | 4 100 | 0 | 0 | $0 |
| Jerald L Pullins | Dyrektor | 14 maja 2019 M | 248 590 | 0 | 0 | $0 |
| Don Jackson | Dyrektor | 9 maja 2017 M | 90 010 | 0 | 0 | $0 |
| David G Lucht | · | 4 sierpnia 2026 S | 13 623 | 0 | 2 | $-215 110 |
| William Henderson Cameron | · | 19 maja 2026 A | 19 850 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 44 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| ESSC · Strategy Shares | 0,34% | 2 826 NS | 31 lipca 2026 | N-PORT |
| DPST · Direxion Shares ETF Trust | 0,21% | 21 317 NS | 31 lipca 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,13% | 42 719 NS | 31 lipca 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,13% | 5 741 NS | 31 lipca 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,09% | 256 NS | 31 lipca 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,07% | 15 377 SH | 19 sierpnia 2026 | Dziennie |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 9 453 NS | 31 lipca 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,06% | 189 744 NS | 31 lipca 2026 | N-PORT |
| RSSL · Global X Funds | 0,05% | 17 474 NS | 31 lipca 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,05% | 209 968 SH | 19 sierpnia 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 16 550 SH | 19 sierpnia 2026 | Dziennie |
| PFF · iShares Trust | 0,05% | 249 522 SH | 11 września 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 35 106 SH | 2 października 2026 | Dziennie |
| IWM · iShares Trust | 0,05% | 932 212 SH | 11 września 2026 | Dziennie |
| IWO · iShares Trust | 0,05% | 165 729 SH | 11 września 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,04% | 152 276 NS | 31 lipca 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,04% | 2 983 SH | 2 października 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,04% | 18 840 SH | 19 sierpnia 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,03% | 3 575 NS | 31 lipca 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,03% | 49 889 NS | 31 lipca 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,03% | 993 NS | 31 lipca 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 5 286 SH | 11 września 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 409 807 SH | 19 sierpnia 2026 | Dziennie |
| VBK · VANGUARD INDEX FUNDS | 0,02% | 243 423 SH | 19 sierpnia 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,02% | 58 559 SH | 19 sierpnia 2026 | Dziennie |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 9 691 NS | 31 lipca 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 2 042 SH | 11 września 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,01% | 423 141 SH | 19 sierpnia 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,01% | 110 692 NS | 31 lipca 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,01% | 22 677 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 4 610 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 2 942 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 11 248 NS | 31 lipca 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 60 353 SH | 11 września 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,00% | 11 196 NS | 31 lipca 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 972 NS | 31 lipca 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 8 698 SH | 3 września 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 181 867 SH | 19 sierpnia 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 26 043 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 926 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,00% | 8 086 SH | 19 sierpnia 2026 | Dziennie |
| IWN · iShares Trust | · | 179 300 SH | 11 września 2026 | Dziennie |
| ISCB · iShares Trust | · | 1 540 SH | 11 września 2026 | Dziennie |
| ISCV · iShares Trust | · | 4 761 SH | 11 września 2026 | Dziennie |
LOB Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
4 analityków · 2026-10-01Średnia cel $46.75 +27,5%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| 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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