Is Live Oak Bancshares, Inc. (LOB) a Buy, Sell, or Hold?
NYSE : LOB
Live Oak Bancshares, Inc. — Institutional Ownership
$41.62 USD
$0.57 (1.39%)
- Volume
- 57.24K
- Average Volume
- 255.25K
- Market Capitalization
- $1.93B
- P/E Ratio
- 19.54
- Dividend Yield
- 0.29%
- Price Target
- $42.50
- Year High
- $43.85
- Year Low
- $29.36
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.11
- Current Ratio
- $0.00
Institutional Ownership Summary
Institutional Ownership %
0.96%
Investors Holding
30
change: -198 | last: 228
Increased Positions
12
change: -96 | last: 108
Reduced Positions
2
change: -76 | last: 78
New Positions
2
change: -23 | last: 25
Sold Positions
198
change: 168 | last: 30
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: 0 | last: 0
Total Invested
18.06M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-02-05 | MAHAN JAMES S III | 6.62M | 14.40% |
| 2023-02-14 | Ameriprise Financial, Inc. | 2.22M | 5.04% |
| 2022-08-10 | 52-0556948 | 15896.0 | 0.00% |
| 2022-08-10 | 85-4328500 | 6.17M | 14.00% |
| 2022-08-10 | 52-0556948 | 15896.0 | 0.00% |
| 2022-08-10 | 85-4328500 | 6.17M | 14.00% |
| 2022-02-24 | (1) BlackRock, Inc. | 2.05M | 4.70% |
| 2022-02-14 | 52-0556948 | 5.36M | 12.40% |
| 2022-02-14 | 52-0556948 | 5.36M | 12.40% |
| 2022-02-11 | 95-1411037 | 13.0 | 5.70% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 2.35M | 5.45% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 2.35M | 5.45% |
| 2021-02-16 | 95-1411037 | 13.0 | 5.30% |
| 2021-02-16 | 95-1411037 | 13.0 | 5.30% |
| 2021-02-12 | RMB Mendon Managers, LLC | - | 0.00% |
| 2021-02-12 | Mendon Capital Advisors Corp. | 376.5K | 1.06% |
| 2021-02-12 | Iron Road Capital Partners LLC | - | 0.00% |
| 2021-02-12 | RMB Capital Management, LLC | - | 0.00% |
| 2021-02-12 | RMB Capital Holdings, LLC | 376.5K | 1.06% |
| 2021-02-02 | (1) BlackRock, Inc. | 2.04M | 5.30% |
| 2020-02-14 | RMB Capital Management, LLC | 2.19M | 6.17% |
| 2020-02-14 | RMB Capital Holdings, LLC | 2.19M | 6.17% |
| 2020-02-14 | RMB Capital Management, LLC | 2.19M | 6.17% |
| 2020-02-14 | Iron Road Capital Partners LLC | 42885.0 | 0.12% |
| 2020-02-14 | RMB Mendon Managers, LLC | 802.9K | 2.26% |
| 2020-02-14 | Mendon Capital Advisors Corp. | 1.34M | 3.79% |
| 2020-02-14 | RMB Capital Holdings, LLC | 2.19M | 6.17% |
| 2020-02-14 | Iron Road Capital Partners LLC | 42885.0 | 0.12% |
| 2020-02-14 | RMB Mendon Managers, LLC | 802.9K | 2.26% |
| 2020-02-14 | Mendon Capital Advisors Corp. | 1.34M | 3.79% |
| 2020-02-10 | (1) BlackRock, Inc. | 1.82M | 4.50% |
| 2020-02-07 | (1) BlackRock, Inc. | 1.87M | 5.10% |
| 2019-02-14 | Iron Road Capital Partners LLC | 34701.0 | 0.10% |
| 2019-02-14 | RMB Capital Holdings, LLC | 1.72M | 4.85% |
| 2019-02-14 | Mendon Capital Advisors Corp. | 1.05M | 2.95% |
| 2019-02-14 | RMB Capital Holdings, LLC | 1.72M | 4.85% |
| 2019-02-14 | RMB Mendon Managers, LLC | 639.22K | 1.80% |
| 2019-02-14 | Mendon Capital Advisors Corp. | 1.05M | 2.95% |
| 2019-02-14 | RMB Mendon Managers, LLC | 639.22K | 1.80% |
| 2019-02-14 | Iron Road Capital Partners LLC | 34701.0 | 0.10% |
| 2019-02-14 | RMB Capital Management, LLC | 1.72M | 4.85% |
| 2019-02-14 | RMB Capital Management, LLC | 1.72M | 4.85% |
| 2018-02-13 | RMB Capital Holdings, LLC | 1.87M | 5.30% |
| 2018-02-13 | RMB Mendon Managers, LLC | 622.38K | 1.80% |
| 2018-02-13 | Iron Road Capital Partners LLC | 42968.0 | 0.10% |
| 2018-02-13 | RMB Capital Management, LLC | 1.87M | 5.30% |
| 2018-02-13 | Mendon Capital Advisors Corp. | 1.21M | 3.40% |
| 2018-02-13 | RMB Capital Holdings, LLC | 1.87M | 5.30% |
| 2017-02-07 | 52-0556948 | 2.91M | 9.80% |
| 2017-02-07 | 52-0556948 | 2.91M | 9.80% |
| 2016-10-13 | Ernest A. Koury, Jr., Executor | 1.96M | 5.70% |
| 2016-10-13 | Bradford A. Koury, Executor | 1.95M | 5.70% |
| 2016-10-13 | Estate of Maurice J. Koury, Deceased | 1.95M | 5.70% |
| 2016-10-13 | Miltom E. Petty, Executor | 2.04M | 6.00% |
| 2016-10-13 | Ann K. Koury, Executor | 1.95M | 5.70% |
| 2016-10-13 | Teena M. Koury, Executor | 1.95M | 5.70% |
| 2016-02-16 | Iridian Asset Management LLC | 8.57M | 5.80% |
| 2016-02-11 | Wellington Management Company LLP | 2.32M | 7.89% |
| 2016-02-11 | Wellington Investment Advisors Holdings LLP | 2.32M | 7.89% |
| 2016-02-11 | Wellington Management Group LLP | 2.32M | 7.89% |
| 2016-02-11 | Wellington Group Holdings LLP | 2.32M | 7.89% |
LOB Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $34.35 | 45.91M | $1.58B | $865.15M | $102.4M | $814.13M |
| 2024-12-31 | $39.55 | 45.01M | $1.78B | $609.05M | $112.82M | $1.28B |
| 2023-12-31 | $45.50 | 44.35M | $2.02B | $582.79M | $23.35M | $1.46B |
| 2022-12-31 | $30.20 | 43.86M | $1.32B | $284.24M | $83.2M | $1.12B |
| 2021-12-31 | $87.29 | 43.17M | $3.77B | $191.95M | $318.29M | $3.89B |
| 2020-12-31 | $47.46 | 40.68M | $1.93B | $303.67M | $1.54B | $3.17B |
| 2019-12-31 | $19.01 | 40.22M | $764.64M | $131.86M | $28000 | $632.81M |
| 2018-12-31 | $14.81 | 40.06M | $593.23M | $324.07M | $2.9M | $272.05M |
| 2017-12-31 | $23.85 | 36.59M | $872.74M | $298.27M | $26.56M | $601.04M |
| 2016-12-31 | $18.50 | 34.2M | $632.74M | $245.26M | $31.82M | $419.3M |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40.84 | 45.91M | $1.87B | -$ | -$ | $1.87B |
| 2026-03-31 | $33.07 | 45.91M | $1.52B | $816.38M | $99.75M | $801.48M |
| 2025-12-31 | $34.35 | 45.91M | $1.58B | $865.15M | $102.4M | $814.13M |
| 2025-09-30 | $35.22 | 45.78M | $1.61B | $892.7M | $105.04M | $824.75M |
| 2025-06-30 | $29.80 | 45.63M | $1.36B | $663M | $107.66M | $804.57M |
| 2025-03-31 | $26.66 | 45.38M | $1.21B | $744.51M | $110.25M | $575.51M |
| 2024-12-31 | $39.55 | 45.22M | $1.79B | $609.05M | $112.82M | $1.29B |
| 2024-09-30 | $47.37 | 45.07M | $2.14B | $666.58M | $115.37M | $1.58B |
| 2024-06-30 | $34.17 | 44.98M | $1.54B | $615.7M | $117.74M | $1.04B |
| 2024-03-31 | $40.56 | 44.76M | $1.82B | $597.64M | $120.24M | $1.34B |
| 2023-12-31 | $45.50 | 44.52M | $2.03B | $582.79M | $23.35M | $1.47B |
| 2023-09-30 | $28.95 | 44.41M | $1.29B | $538.52M | $25.85M | $772.96M |