LOB 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

03
价格 $36.68
P/E 15.4
EPS $2.23
ROE 9.4%
52周区间 $29–$45

LOB 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

04
区间
条形图

柱状图粒度会根据所选周期进行调整 — 将鼠标悬停在图表上可查看柱状图的开盘价/最高价/最低价/收盘价。

关于 Live Oak Bancshares, Inc. Common Stock 公司概况(来自维基百科)

05 · wikidata

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 ==

来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

行业板块Financials 行业Banking 员工1027 国家US

10年表现 收入、净利润、利润率和每股收益趋势

06
EPS$2.23
2022-12-31 → 2025-12-31
自由现金流$143M
2022-12-31 → 2025-12-31
净利率18.3%
2022-12-31 → 2025-12-31
估值与比率 07–12

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标 5年趋势 LOB 5年均值 同行中位数 结论
P/E 15.45年均值 ≈22.2 ≈22.2 14.0 公允价值
PEG Ratio (市盈率增长比) ≈1.7 · · ·

同行中位数按每项指标的标准化基础计算,可能与本股票显示的TTM/MRQ基础不完全匹配。

价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判

股息 收益率、派息率、股息历史、5年CAGR

13
派息率5.2%
年度化派息≈$0.12每季度支付
5年股息复合年增长率 (CAGR)≈0.00%每股(经拆股调整后)
除息日金额货币收益率
九月 1, 2026$0.03USD≈0.31%
六月 2, 2026$0.03USD≈0.32%
三月 5, 2026$0.03USD≈0.34%
十二月 2, 2025$0.03USD≈0.37%
九月 2, 2025$0.03USD≈0.32%
六月 3, 2025$0.03USD≈0.43%
二月 25, 2025$0.03USD≈0.37%
十二月 2, 2024$0.03USD≈0.25%
九月 3, 2024$0.03USD≈0.28%
六月 4, 2024$0.03USD≈0.37%
二月 26, 2024$0.03USD≈0.31%
十一月 27, 2023$0.03USD≈0.37%
九月 1, 2023$0.03USD≈0.37%
六月 6, 2023$0.03USD≈0.48%
二月 27, 2023$0.03USD≈0.34%
十一月 28, 2022$0.03USD≈0.38%
九月 2, 2022$0.03USD≈0.35%
五月 27, 2022$0.03USD≈0.30%
二月 28, 2022$0.03USD≈0.19%
十一月 26, 2021$0.03USD≈0.13%

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

14
平均惊喜 -3.5%
下次报告 十月 20, 2026
期间报告EPS ActualEPS 预期惊喜
2026年6月30日 七月 21, 2026 $0.74 $0.64 16.5%
2026年3月31日 $0.60 $0.51 17.4%
2025年12月31日 $0.95 $0.96 -1.3%
2025年9月30日 $0.55 $0.60 -8.9%
2025年6月30日 $0.51 $0.54 -4.7%
2025年3月31日 $0.21 $0.35 -39.6%

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

15
损益表 9
指标 趋势 202520242023202220212020201920182017201620152014
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) 45,701,36445,009,56744,353,70843,862,29143,169,93540,677,49640,222,75840,056,23036,592,89334,202,16831,079,03223,973,398
Shares (Diluted) 46,042,79045,820,32145,094,87944,906,31045,071,30441,771,25041,053,51441,446,75037,859,53535,086,95931,973,14624,424,181
资产负债表 14
指标 趋势 202520242023202220212020201920182017201620152014
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
现金流 16
指标 趋势 202520242023202220212020201920182017201620152014
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·
盈利能力 4
指标 趋势 202520242023202220212020201920182017201620152014
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%·
流动性与偿付能力 1
指标 趋势 202520242023202220212020201920182017201620152014
Debt / Equity ·······0.0·0.00.0·
效率 1
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 0.0·0.00.10.10.00.00.1·0.10.1·
每股 4
指标 趋势 202520242023202220212020201920182017201620152014
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·
增长率 10
指标 趋势 202520242023202220212020201920182017201620152014
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%···········
估值 (TTM) 6
指标 趋势 202520242023202220212020201920182017201620152014
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 15.423.427.77.723.533.243.211.99.047.421.8·
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·

最近期在左侧 · 空值显示为 ·

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

16
指标 2025-12-312024-12-312023-12-312023-09-302023-06-30
净收入 $106M $77M $74M · ·
稀释后每股收益 (EPS) $2.23 $1.69 $1.64 · ·

机构持有人 (13F) 251 家申报者 · $1.2B 总计 · 截至 2026年9月30日

17

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

持有人 251
持有价值 $1.2B
新仓位 33
已退出持仓 21
机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
33 (-1 与上一季度对比) 21 (-4 与上一季度对比) 87 (+5 与上一季度对比) 63 (-9 与上一季度对比) +165K

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

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STATE STREET CORP $55875998 1367619 4.76% 股份
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GILDER GAGNON HOWE & CO LLC $45900484 1123910 3.91% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $40712171 996870 3.47% 股份
SOUTHERNSUN ASSET MANAGEMENT, LLC $38175231 934751 3.25% 股份
GEODE CAPITAL MANAGEMENT, LLC $37275789 912543 3.18% 股份
LOOMIS SAYLES & CO L P $27444235 671994 2.34% 股份
AMERICAN CENTURY COMPANIES INC $27262993 667556 2.32% 股份
ROYCE & ASSOCIATES LP $26386356 646091 2.25% 股份
ALGERT GLOBAL LLC $23939019 586166 2.04% 股份
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $23247476 569233 1.98% 股份
FULLER & THALER ASSET MANAGEMENT, INC. $22651589 554642 1.93% 股份
TWO SIGMA INVESTMENTS, LP $17163500 420262 1.46% 股份
NORTHERN TRUST CORP $13100777 320783 1.12% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $12222187 299270 1.04% 股份
RAYMOND JAMES FINANCIAL INC $11737009 287390 1.00% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $11563152 283133 0.99% 股份
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $11036561 270239 0.94% 股份
VANGUARD FIDUCIARY TRUST CO $10179329 249249 0.87% 股份
ENVESTNET ASSET MANAGEMENT INC $9684259 237127 0.83% 股份
BANK OF AMERICA CORP /DE/ $9394017 230020 0.80% 股份
WHITTIER TRUST CO $9379251 224384 0.80% 股份
D. E. Shaw & Co., Inc. $8900547 217937 0.76% 股份
GOLDMAN SACHS GROUP INC $8308694 203445 0.71% 股份
MORGAN STANLEY $7701305 188571 0.66% 股份
Diamond Hill Capital Management, LLC (Investment Advisor) $7322367 179294 0.62% 股份
Trust Co of the South $6840700 167500 0.58% 股份
UBS Group AG $6612159 161904 0.56% 股份
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AQR CAPITAL MANAGEMENT LLC $5674941 138955 0.48% 股份
STATE OF WISCONSIN INVESTMENT BOARD $5673452 138919 0.48% 股份
Russell Investments Group, Ltd. $5618888 137581 0.48% 股份
Trexquant Investment LP $5211388 127605 0.44% 股份
WHITTIER TRUST CO OF NEVADA INC $4809890 117000 0.41% 股份
Apollon Wealth Management, LLC $4797329 117466 0.41% 股份
Bank of New York Mellon Corp $4506074 110334 0.38% 股份
CITADEL ADVISORS LLC $4086900 100071 0.35% 股份
WELLS FARGO & COMPANY/MN $3912024 95789 0.33% 股份
TWO SIGMA ADVISERS, LP $3902160 113600 0.33% 股份
DEUTSCHE BANK AG\ $3898955 95469 0.33% 股份
Lighthouse Investment Partners, LLC $3657467 89556 0.31% 股份
Empowered Funds, LLC $3642643 89193 0.31% 股份
FMR LLC $3486882 85379 0.30% 股份
AMERIPRISE FINANCIAL INC $3482630 85275 0.30% 股份
CAPTRUST FINANCIAL ADVISORS $3447217 84408 0.29% 股份

显示全部 251 个机构持有人 →

公司内部人士 37 位内幕人士 · 22 位高管 · 15 位董事

19
内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
James S Mahan III Chief Executive Officer 2026年9月10日 S 2747844 0 57 $-15068561
Walter J Phifer Chief Financial Officer 2026年8月18日 M 11723 0 1 $-172365
Brett S. Caines Chief Financial Officer 2021年4月6日 M 322406 0 0 $0
William C Losch III President 2026年8月25日 M 263392 0 0 $0
Huntley Garriott President, Live Oak Bank 2023年2月23日 M 442033 0 0 $0
Neil Lawrence Underwood President 2021年12月3日 G 50000 0 0 $0
Scott Custer President, Live Oak Bank 2017年8月7日 A 80000 0 0 $0
Gregory Bruce Thompson Chief Operating Officer 2017年1月31日 A · 0 0 $0
Michael Cairns Chief Credit Officer 2026年8月19日 M 11528 0 0 $0
Matthew S Diffley Chief Accounting Officer 2026年8月17日 A · 0 0 $0
Renato Derraik Chief Info./Digital Off., Bank 2026年8月10日 M 18132 0 1 $-2837250
Courtney Spencer Chief Experience Officer 2026年8月4日 S 0 0 2 $-385124
Mark Michael Moroz Chief Banking Officer 2026年7月28日 S 12110 0 1 $-256688
Gregory W Seward General Counsel 2026年3月2日 S 113797 0 2 $-146340
John W. Sutherland Chief Accounting Officer 2026年2月23日 M 16622 0 0 $0
Ewa Maria Stasiowska Chief Risk Officer 2026年2月9日 A 2595 1 0 $99985
Micah S Davis Chief Marketing & Comm Officer 2025年2月24日 M 48115 0 0 $0
Stephanie Mann Chief Strategy Officer 2025年2月24日 M 42195 0 0 $0
Steve Smits Chief Credit Officer 2024年2月23日 M 150132 0 0 $0
Susan N Janson Chief Risk Off., Live Oak Bank 2022年2月22日 M 30350 0 0 $0
Thomas A. Hill Chief Information Officer 2018年11月19日 A 7824 0 0 $0
William J. Holt Chief Revenue Officer 2015年8月14日 J 70 0 0 $0
Tonya Williams Bradford 董事 2026年9月3日 S 8043 1 1 $-33584
William L. Williams III 董事 2026年9月3日 S 1105726 0 6 $-1384405
Patrick Timothy Mchenry 董事 2026年5月19日 A 3080 0 0 $0
Miltom Emmett Petty 董事 2026年5月19日 A 130839 0 0 $0
Yousef A. Valine 董事 2026年5月19日 A 10401 0 0 $0
Jeffrey W Lunsford 董事 2026年5月1日 M 12640 0 0 $0
Glen F. Hoffsis 董事 2025年5月1日 M 134573 0 0 $0
Diane Beth Glossman 董事 2025年5月1日 M 72983 0 0 $0
Casey S Crawford 董事 2023年8月22日 F 1881 0 0 $0
LANDIS H K 董事 2020年11月5日 M 198300 0 0 $0
David G Salyers 董事 2020年5月12日 A 4100 0 0 $0
Jerald L Pullins 董事 2019年5月14日 M 248590 0 0 $0
Don Jackson 董事 2017年5月9日 M 90010 0 0 $0
David G Lucht · 2026年8月4日 S 13623 0 2 $-215110
William Henderson Cameron · 2026年5月19日 A 19850 0 0 $0

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

ETF持仓 由 44 只交易所交易基金持有

20

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
ESSC · Strategy Shares 0.34% 2826 NS 2026年7月31日 N-PORT
DPST · Direxion Shares ETF Trust 0.21% 21317 NS 2026年7月31日 N-PORT
FYX · First Trust Exchange-Traded Alpha... 0.13% 42719 NS 2026年7月31日 N-PORT
FYT · First Trust Exchange-Traded Alpha... 0.13% 5741 NS 2026年7月31日 N-PORT
EBIT · Harbor ETF Trust 0.09% 256 NS 2026年7月31日 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.07% 15377 SH 2026年8月19日 每日
BBSC · J.P. Morgan Exchange-Traded Fund ... 0.06% 9453 NS 2026年7月31日 N-PORT
DFAT · Dimensional ETF Trust 0.06% 189744 NS 2026年7月31日 N-PORT
RSSL · Global X Funds 0.05% 17474 NS 2026年7月31日 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.05% 209968 SH 2026年8月19日 每日
VTWV · VANGUARD SCOTTSDALE FUNDS 0.05% 16550 SH 2026年8月19日 每日
PFF · iShares Trust 0.05% 249522 SH 2026年9月11日 每日
PRFZ · Invesco Exchange-Traded Fund Trust 0.05% 35106 SH 2026年10月2日 每日
IWM · iShares Trust 0.05% 932212 SH 2026年9月11日 每日
IWO · iShares Trust 0.05% 165729 SH 2026年9月11日 每日
DFAS · Dimensional ETF Trust 0.04% 152276 NS 2026年7月31日 N-PORT
OMFS · Invesco Exchange-Traded Self-Inde... 0.04% 2983 SH 2026年10月2日 每日
VTWG · VANGUARD SCOTTSDALE FUNDS 0.04% 18840 SH 2026年8月19日 每日
DXUV · Dimensional ETF Trust 0.03% 3575 NS 2026年7月31日 N-PORT
DFSV · Dimensional ETF Trust 0.03% 49889 NS 2026年7月31日 N-PORT
FAB · First Trust Exchange-Traded Alpha... 0.03% 993 NS 2026年7月31日 N-PORT
ISCG · iShares Trust 0.02% 5286 SH 2026年9月11日 每日
VXF · VANGUARD INDEX FUNDS 0.02% 409807 SH 2026年8月19日 每日
VBK · VANGUARD INDEX FUNDS 0.02% 243423 SH 2026年8月19日 每日
VFH · VANGUARD WORLD FUND 0.02% 58559 SH 2026年8月19日 每日
FNCL · FIDELITY COVINGTON TRUST 0.02% 9691 NS 2026年7月31日 N-PORT
WSML · iShares Trust 0.01% 2042 SH 2026年9月11日 每日
VB · VANGUARD INDEX FUNDS 0.01% 423141 SH 2026年8月19日 每日
DFAC · Dimensional ETF Trust 0.01% 110692 NS 2026年7月31日 N-PORT
DFUV · Dimensional ETF Trust 0.01% 22677 NS 2026年7月31日 N-PORT
DCOR · Dimensional ETF Trust 0.01% 4610 NS 2026年7月31日 N-PORT
DFSU · Dimensional ETF Trust 0.01% 2942 NS 2026年7月31日 N-PORT
DFAU · Dimensional ETF Trust 0.00% 11248 NS 2026年7月31日 N-PORT
ITOT · iShares Trust 0.00% 60353 SH 2026年9月11日 每日
DFUS · Dimensional ETF Trust 0.00% 11196 NS 2026年7月31日 N-PORT
TILT · FlexShares Trust 0.00% 972 NS 2026年7月31日 N-PORT
IWV · iShares Trust 0.00% 8698 SH 2026年9月3日 每日
VTI · VANGUARD INDEX FUNDS 0.00% 1181867 SH 2026年8月19日 每日
VT · VANGUARD INTERNATIONAL EQUITY IND... 0.00% 26043 SH 2026年8月19日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 2926 SH 2026年8月19日 每日
ESGV · VANGUARD WORLD FUND 0.00% 8086 SH 2026年8月19日 每日
IWN · iShares Trust · 179300 SH 2026年9月11日 每日
ISCB · iShares Trust · 1540 SH 2026年9月11日 每日
ISCV · iShares Trust · 4761 SH 2026年9月11日 每日

LOB 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

21
评级 · 9 位分析师 买入
中位数目标 $46.50 +26.8%
1 11.1% 强烈买入
4 44.4% 买入
4 44.4% 持有
0 0.0% 卖出
0 0.0% 强烈卖出

12个月价格目标

4 位分析师 · 2026-10-01

平均目标 $46.75 +27.5%

← 低于所有目标 当前价格 $36.68
最低$45.00 平均值$46.75 最高$49.00

同行比较(GICS 子行业) 关键指标与行业同行对比

22

财年依据,价格截至各公司上一个财年末收盘价。

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
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% · · ·

最新新闻 提及该公司的近期头条新闻

23

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26

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来源:SEC 10-Q 于 八月 4, 2026 申报