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LIVE OAK BANCSHARES, INC.
NYSE
$40.13
▲ UP 0.38% (0.15)

KEY STATISTICS

Market Cap$1.86 B
52w High$44.53
52w Low$29.36
Dividend Yield0.29%
FrequencyQuarterly
P/E14.13
Volume175.51K
Shares Out.46.26M

COMPANY

LEADERSHIP

James S. Mahan
CHIEF EXECUTIVE
James S. Mahan

COMPENSATION 2026

Salary$512,565
Stock Awards$0
Incentive Plan Pay$0
All Other Comp.$371,815
Total$884,380

ABOUT

SECTOR
Financial Services
WENT PUBLIC
July 23, 2015
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
1,027

PRICE TARGET

Target High$45.00
Target Low$41.00
Target Median$43.00
Target Consensus$43.00

UPCOMING EARNINGS

DateOct 28, 2026
DayWednesday
Rev. Est.$164.75M
OCT
28
WED

PRICE

$40.13 ▲ UP 0.38% (+$0.15)
$39.75$40.00$40.259:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM40.13

About Live Oak Bancshares, Inc.

https://www.liveoak.bank ↗

Live Oak Bancshares, Inc. is a Wilmington-based bank holding company offering commercial banking, real estate, wealth management, and investment services to individuals, small businesses, and fintech clients across North Carolina and the U.S.

INDUSTRY

Banks - Regional

A PRODUCT LIVE OAK BANCSHARES, INC. IS KNOWN FOR

Small Business Administration (SBA) 7(a) Business Loans
Small Business Administration (SBA) 7(a) Business Loans

Live Oak Bank is the nation's top SBA 7(a) lender, providing government-backed loans to help small businesses with financing for growth, working capital, and equipment, embodying its mission to serve as America's small business bank.

COMPETITORS

COMPETITOR
BY COMPARE
HBAN COMPARE
INBK COMPARE
NEWT COMPARE
USB COMPARE

ETFS HOLDING THIS STOCK

ETFS HOLDING
148
LISTED HERE
26
RANKED BY POSITION SIZE
VTS.AX
0.00% · 1.2M
IWM
0.05% · 930.8K
AVUV
0.09% · 693.3K
KRE
0.31% · 321.8K
DFAT
0.05% · 191.2K
SCHA
0.03% · 170.4K
FESM
0.06% · 101.1K
BSVO
0.15% · 89.0K
TMFS
3.40% · 49.8K
FYX
0.12% · 43.8K
PRFZ
0.05% · 35.8K
XRSU.L
0.05% · 33.3K
DPST
0.24% · 20.8K
RSSL
0.05% · 17.4K
ISMD
0.20% · 16.8K
BBSC
0.05% · 10.0K
GSSC
0.03% · 9.5K
AI
AIMS
0.32% · 7.2K
MKTN
0.10% · 3.0K
ESSC
0.34% · 2.8K
RTWO.L
0.04% · 2.5K
RFLR
0.08% · 1.9K
URTY
0.02% · 1.5K
TILT
0.00% · 972
SMCF
0.41% · 329
EBIT
0.09% · 256

INSTITUTIONAL OWNERSHIP

SHARES OWNED
55.15%
HOLDERS
324
TOP 12 OF 324 · RANKED BY POSITION SIZE
T. Rowe Price Investment Management, Inc.
6.5M sh · $229.67M
Blackrock, Inc.
3.6M sh · $122.84M
Blackrock Inc.
2.8M sh · $96.69M
Vanguard Group Inc
2.7M sh · $92.84M
Barrow Hanley Mewhinney & Strauss LLC
1.8M sh · $62.56M
Dimensional Fund Advisors LP
1.6M sh · $65.98M
State Street Corp
1.4M sh · $47.53M
Newedge Wealth, LLC
1.3M sh · $43.26M
Gilder Gagnon Howe & Co LLC
1.2M sh · $39.46M
Southernsun Asset Management, LLC
1.0M sh · $34.18M
Geode Capital Management, LLC
912.5K sh · $37.28M
Loomis Sayles & Co L P
728.1K sh · $24.08M

RATINGS SNAPSHOT

Overall rating: B+

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity3
Return On Assets3
Debt To Equity4
Price To Earnings2
Price To Book2
Overall Score3

INSIDER TRADES

★
DIRECTOR, 10 PERCENT OWNER, OFFICER: CHIEF EXECUTIVE OFFICER
MAHAN JAMES S III
Sale · 10.0K shares
2026-08-26
★
OFFICER: PRESIDENT
Losch William C III
Purchase · 50.0K shares
2026-08-25
★
OFFICER: PRESIDENT
Losch William C III
Sale · 22.2K shares
2026-08-25
★
OFFICER: PRESIDENT
Losch William C III
Sale · 50.0K shares
2026-08-25

MOST RECENT ANALYST GRADES

GRADE SUMMARY
NEUTRAL 2
BUY 1
OUTPERFORM 1
4 GRADES IN THE LAST 12 MONTHS
Cantor Fitzgerald NEUTRAL TD Cowen BUY Keefe, Bruyette & Woods OUTPERFORM Piper Sandler NEUTRAL

SECTORS PEERS

PEERPRICE
FRME$41.93COMPARE
MBIN$53.41COMPARE
SRCE$86.41COMPARE
GABC$49.92COMPARE
NBHC$41.22COMPARE
HOPE$13.92COMPARE
STBA$49.79COMPARE
TCBK$53.81COMPARE