LOB
Live Oak Bancshares, Inc.
$39.03
+0.96%
$1.8B
No data for this timeframe.
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusBuy (56%)
Inst. Holders50 funds
Inst. Value$595.2M
Inst. Activity8 buys / 6 sells
Insider Activity0B / 20S
Insider Net $-$9.2M
SEC Reports14
Recent Activity
Jun 11, 2026
SEC
James S. Mahan III, an officer and director of Live Oak Bancshares, filed a Form 144 to sell 10,000 common shares with a
144 — Impact 3/10
Jun 11, 2026
Insider
MAHAN JAMES S III sold 10,000 shares
Chief Executive Officer @ $38.19 ($381.9K)
Jun 10, 2026
Insider
MAHAN JAMES S III sold 9,085 shares
Chief Executive Officer @ $38.68 ($351.5K)
Jun 5, 2026
SEC
James S. Mahan III, an officer and director of Live Oak Bancshares, Inc., filed a Form 144 on June 3, 2026, indicating i
144 — Impact 2/10
Jun 4, 2026
SEC
James S. Mahan III, a director and/or officer of Live Oak Bancshares, filed a Form 144 to sell 10,000 common shares wort
144 — Impact 1/10
Jun 4, 2026
Insider
MAHAN JAMES S III sold 9,921 shares
Chief Executive Officer @ $37.26 ($369.7K)
Inst.
LOOMIS SAYLES & CO — ADD
728,129 shares ($24.1M)
Inst.
ROYCE & ASSOCIATES LP — DOUBLED
573,850 shares ($19.0M)
Price Targets
$42.75
+9.5% upside
Buy
Current $39.03
Low $41.00
Median $41.50
High $47.00
4 analysts
$41.00
$47.00
Analyst Ratings
1Strong Buy
4Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 27, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Apr 27, 2026 | Piper Sandler | MAINTAIN | Neutral → Neutral |
| Apr 24, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Feb 3, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.68 ▼ -2.9% | $0.63 — $0.76 | 30% YoY | 5 |
| Next Q | $0.81 ▲ +0.6% | $0.76 — $0.90 | 39% YoY | 4 |
| Current FY | $3.11 ▲ +3.7% | $2.90 — $3.25 | 68% YoY | 4 |
| Next FY | $4.13 | $3.82 — $4.40 | 33% YoY | 5 |
Latest Reports
NEUTRAL
144
3/10
James S. Mahan III, an officer and director of Live Oak Bancshares, filed a Form 144 to sell 10,000 common shares with a
Jun 11, 2026
NEUTRAL
144
2/10
James S. Mahan III, an officer and director of Live Oak Bancshares, Inc., filed a Form 144 on June 3, 2026, indicating i
Jun 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $113.5M | — |
| BARROW HANLEY MEWHINNEY & | $53.6M | — |
| DIMENSIONAL FUND ADVISORS LP | $52.7M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $50.7M | — |
| STATE STREET CORP | $47.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 11, 2026 | MAHAN JAMES | SELL | $381.9K |
| Jun 10, 2026 | MAHAN JAMES | SELL | $351.5K |
| Jun 4, 2026 | MAHAN JAMES | SELL | $369.7K |
| Jun 3, 2026 | MAHAN JAMES | SELL | $341.0K |
| May 28, 2026 | MAHAN JAMES | SELL | $372.5K |
50 institutional holders with $595.2M total value (18,000,802 shares) as of 2026-Q1. Top holders: BlackRock,, BARROW, DIMENSIONAL. Net buying activity: 8 institutions added/increased vs 6 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,432,899 | $113.5M | 19.1% | — |
| 2 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,621,903 | $53.6M | 9.0% | — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1,593,185 | $52.7M | 8.9% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,532,771 | $50.7M | 8.5% | — |
| 5 | STATE STREET CORP | 1,437,315 | $47.5M | 8.0% | — |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 908,146 | $30.0M | 5.0% | — |
| 7 | LOOMIS SAYLES & CO L P | 728,129 | $24.1M | 4.0% | ADD +30.4% |
| 8 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 722,897 | $23.9M | 4.0% | NEW |
| 9 | ROYCE & ASSOCIATES LP | 573,850 | $19.0M | 3.2% | DOUBLED +132.0% |
| 10 | TWO SIGMA INVESTMENTS, LP | 434,168 | $14.4M | 2.4% | ADD +84.4% |
| 11 | GOLDMAN SACHS GROUP INC | 319,000 | $10.5M | 1.8% | — |
| 12 | FULLER & THALER ASSET MANAGEMENT, INC. | 314,828 | $10.4M | 1.7% | ADD +40.8% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 290,634 | $9.6M | 1.6% | — |
| 14 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 285,133 | $9.4M | 1.6% | — |
| 15 | D. E. Shaw & Co., Inc. | 263,003 | $8.7M | 1.5% | TRIM -37.7% |
| 16 | RAYMOND JAMES FINANCIAL INC | 262,788 | $8.7M | 1.5% | — |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 249,719 | $8.3M | 1.4% | TRIM -32.7% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 239,324 | $7.9M | 1.3% | — |
| 19 | VANGUARD FIDUCIARY TRUST CO | 234,168 | $7.7M | 1.3% | — |
| 20 | MORGAN STANLEY | 221,725 | $7.3M | 1.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| LOOMIS SAYLES & CO L P | ADD | 558,410 | 728,129 | +30.4% | $24.1M | 2026-Q1 |
| ROYCE & ASSOCIATES LP | DOUBLED | 247,341 | 573,850 | +132.0% | $19.0M | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 223,584 | 314,828 | +40.8% | $10.4M | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | 370,859 | 249,719 | -32.7% | $8.3M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 50,000 | 125,000 | +150.0% | $4.1M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 178,965 | 109,633 | -38.7% | $3.6M | 2026-Q1 |
| Nuveen, LLC | TRIM | 107,488 | 73,577 | -31.5% | $2.4M | 2026-Q1 |
| Trexquant Investment LP | DOUBLED | 29,778 | 67,173 | +125.6% | $2.2M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 20,688 | 40,975 | +98.1% | $1.4M | 2026-Q1 |
| FMR LLC | TRIM | 54,766 | 29,729 | -45.7% | $983.1K | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 29,215 | 18,529 | -36.6% | $612.8K | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 1,356 | 1,917 | +41.4% | $63.4K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | NEAR_EXIT | 9,695 | 223 | -97.7% | $7.4K | 2026-Q1 |
| HRT FINANCIAL LP | DOUBLED | 12,781 | 26,443 | +106.9% | $874.00 | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | NEW | — | 648,561 | — | $22.3M | 2025-Q4 |
| LOOMIS SAYLES & CO L P | NEW | — | 558,410 | — | $19.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 155,173 | 286,160 | +84.4% | $9.8M | 2025-Q4 |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 155,362 | 223,584 | +43.9% | $7.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 82,174 | 161,547 | +96.6% | $5.5M | 2025-Q4 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 37,884 | 139,765 | +268.9% | $4.8M | 2025-Q4 |
| AMERIPRISE FINANCIAL INC | TRIM | 519,957 | 134,335 | -74.2% | $4.6M | 2025-Q4 |
| Nuveen, LLC | TRIM | 301,823 | 107,488 | -64.4% | $3.7M | 2025-Q4 |
| Russell Investments Group, Ltd. | ADD | 68,676 | 102,063 | +48.6% | $3.5M | 2025-Q4 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 64,634 | 93,020 | +43.9% | $3.2M | 2025-Q4 |
| TUDOR INVESTMENT CORP ET AL | TRIM | 175,667 | 53,137 | -69.8% | $1.8M | 2025-Q4 |
16 unique insiders with 50 transactions. Net insider value: -$9.2M ($0.00 bought, $9.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 10,000 | $38.19 | $381.9K |
| Jun 10, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 9,085 | $38.68 | $351.5K |
| Jun 4, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 9,921 | $37.26 | $369.7K |
| Jun 3, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 9,363 | $36.42 | $341.0K |
| May 28, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 10,000 | $37.25 | $372.5K |
| May 27, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 10,000 | $37.65 | $376.5K |
| May 21, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 6,612 | $36.92 | $244.1K |
| May 20, 2026 | Moroz Mark Michael | Chief Banking Officer | EXERCISE | 7,117 | — | — |
| May 20, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 9,645 | $36.83 | $355.2K |
| May 20, 2026 | Moroz Mark Michael | Chief Banking Officer | TAX W/H | 3,163 | $36.20 | $114.5K |
| May 19, 2026 | Petty Miltom Emmett | Director | AWARD | 2,486 | — | — |
| May 19, 2026 | Valine Yousef A. | Director | AWARD | 2,486 | — | — |
| May 19, 2026 | Bradford Tonya Williams | Director | AWARD | 2,486 | — | — |
| May 19, 2026 | Cameron William Henderson | Director | AWARD | 2,486 | — | — |
| May 19, 2026 | LUCHT DAVID G | Director | AWARD | 2,486 | — | — |
| May 19, 2026 | Lunsford Jeffrey W | Director | AWARD | 2,486 | — | — |
| May 19, 2026 | McHenry Patrick Timothy | Director | AWARD | 2,486 | — | — |
| May 14, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 10,000 | $36.23 | $362.3K |
| May 13, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 10,000 | $35.96 | $359.6K |
| May 1, 2026 | Lunsford Jeffrey W | Director | EXERCISE | 1,890 | — | — |
| May 1, 2026 | Lunsford Jeffrey W | Director | EXERCISE | 1,890 | — | — |
| May 1, 2026 | Bradford Tonya Williams | Director | EXERCISE | 2,946 | — | — |
| May 1, 2026 | Davis Sally S | Director | EXERCISE | 1,890 | — | — |
| May 1, 2026 | Cameron William Henderson | Director | EXERCISE | 2,946 | — | — |
| May 1, 2026 | LUCHT DAVID G | Director | EXERCISE | 2,946 | — | — |
| May 1, 2026 | McHenry Patrick Timothy | Director | EXERCISE | 3,080 | — | — |
| May 1, 2026 | Petty Miltom Emmett | Director | EXERCISE | 2,946 | — | — |
| May 1, 2026 | Valine Yousef A. | Director | EXERCISE | 2,946 | — | — |
| Apr 30, 2026 | Derraik Renato | Chief Info./Digital Off., Bank | SELL | 75,000 | $37.83 | $2.8M |
| Mar 12, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 10,000 | $32.50 | $325.0K |
| Mar 11, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 10,000 | $32.83 | $328.3K |
| Mar 5, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 8,861 | $35.37 | $313.4K |
| Mar 4, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 10,000 | $36.69 | $366.9K |
| Mar 2, 2026 | Seward Gregory W | General Counsel | SELL | 3,000 | $36.70 | $110.1K |
| Feb 26, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 8,754 | $39.29 | $343.9K |
| Feb 25, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 7,463 | $39.21 | $292.6K |
| Feb 23, 2026 | Moroz Mark Michael | Chief Banking Officer | EXERCISE | 4,000 | — | — |
| Feb 23, 2026 | Seward Gregory W | General Counsel | EXERCISE | 1,000 | — | — |
| Feb 23, 2026 | Spencer Courtney | Chief Experience Officer | EXERCISE | 2,000 | — | — |
| Feb 23, 2026 | SUTHERLAND JOHN W. | Chief Accounting Officer | EXERCISE | 178 | — | — |
| Feb 23, 2026 | Cairns Michael | Chief Credit Officer | EXERCISE | 145 | — | — |
| Feb 23, 2026 | Phifer Walter J | Chief Financial Officer | EXERCISE | 69 | — | — |
| Feb 19, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 10,000 | $40.04 | $400.4K |
| Feb 18, 2026 | MAHAN JAMES S III | Chief Executive Officer | SELL | 9,238 | $40.26 | $371.9K |
| Feb 13, 2026 | Spencer Courtney | Chief Experience Officer | EXERCISE | 2,845 | — | — |
| Feb 13, 2026 | Spencer Courtney | Chief Experience Officer | TAX W/H | 1,264 | $40.54 | $51.2K |
| Feb 13, 2026 | Seward Gregory W | General Counsel | EXERCISE | 11,948 | — | — |
| Feb 13, 2026 | Seward Gregory W | General Counsel | TAX W/H | 5,310 | $40.54 | $215.3K |
| Feb 13, 2026 | Derraik Renato | Chief Info./Digital Off., Bank | EXERCISE | 17,923 | — | — |
| Feb 13, 2026 | Derraik Renato | Chief Info./Digital Off., Bank | TAX W/H | 7,965 | $40.54 | $322.9K |
14 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 1 mixed, 11 neutral. Avg impact: 3.4/10.
NEUTRAL
144
3/10
James S. Mahan III, an officer and director of Live Oak Bancshares, filed a Form 144 to sell 10,000
Jun 11, 2026
NEUTRAL
144
2/10
James S. Mahan III, an officer and director of Live Oak Bancshares, Inc., filed a Form 144 on June 3
Jun 5, 2026
NEUTRAL
144
1/10
James S. Mahan III, a director and/or officer of Live Oak Bancshares, filed a Form 144 to sell 10,00
Jun 4, 2026
NEUTRAL
144
3/10
James S. Mahan III, an officer and director of Live Oak Bancshares, Inc., filed a Form 144 on May 27
May 27, 2026
NEUTRAL
144
2/10
James S. Mahan III, an officer and director of Live Oak Bancshares, filed a Form 144 to sell 10,000
May 21, 2026
NEUTRAL
144
2/10
Insider James S. Mahan III (Officer/Director) filed Form 144 to sell 10,000 shares of Live Oak Bancs
May 20, 2026
NEUTRAL
8-K
3/10
Live Oak Bancshares declared a cash dividend of $0.03 per share on common stock and $0.52344 per dep
May 19, 2026
NEUTRAL
144
2/10
James S. Mahan III, an officer and director of Live Oak Bancshares, filed a Form 144 on May 14, 2026
May 14, 2026
NEUTRAL
144
3/10
James S. Mahan III, an officer and director of Live Oak Bancshares, Inc., filed a Form 144 notice of
May 13, 2026
NEUTRAL
144
2/10
Renato Derraik, an officer of Live Oak Bancshares, Inc., filed a Form 144 notice of intent to sell 7
Apr 30, 2026
BEARISH
8-K
7/10
Live Oak Bancshares reported first-quarter 2026 net income of $27.9 million, or $0.60 per diluted sh
Apr 22, 2026
MIXED
PRESS-RELEASE
6/10
Live Oak Bancshares (LOB) reported Q1 2026 earnings with diluted EPS of $0.60, missing the $0.58 con
Apr 22, 2026
NEUTRAL
PRESS-RELEASE
5/10
{
"summary": "Live Oak Bancshares announced it will report Q1 2026 financial results on April 22,
Apr 8, 2026
BEARISH
CLUSTER
6/10
Live Oak Bancshares CEO James S. Mahan III sold $680,317 worth of shares over three days, joined by
Mar 6, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (56% buy). Based on 9 analysts: 1 strong buy, 4 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$42.75 mean target
+9.5% upside
Buy (3.00)
$41.00 Low
$47.00 High
| Metric | Value |
|---|---|
| Current Price | $39.03 |
| Target Low | $41.00 |
| Target Mean | $42.75 |
| Target Median | $41.50 |
| Target High | $47.00 |
| # Analysts | 4 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.68 | $0.63 | $0.76 | 29.6% | -2.9% | 1↑ 2↓ | $0.2B | 7.8% | 5 |
| Next Q 2026-09-30 |
$0.81 | $0.76 | $0.90 | 38.9% | +0.6% | 1↑ 1↓ | $0.2B | 12.6% | 4 |
| Current FY 2026-12-31 |
$3.11 | $2.90 | $3.25 | 67.8% | +3.7% | 3↑ 0↓ | $0.6B | 10.2% | 4 |
| Next FY 2027-12-31 |
$4.13 | $3.82 | $4.40 | 32.8% | +0.3% | 1↑ 0↓ | $0.7B | 17.0% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.682 | |
| 7d ago | $0.662 | +0.020 |
| 30d ago | $0.703 | -0.020 |
| 60d ago | $0.704 | -0.022 |
| 90d ago | $0.675 | +0.007 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 27, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Apr 27, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Apr 24, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Feb 3, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 4 | 4 | 0 | 0 | 56% | |
| May 1, 2026 | 1 | 4 | 4 | 0 | 0 | 56% | |
| Apr 1, 2026 | 1 | 4 | 4 | 0 | 0 | 56% | |
| Mar 1, 2026 | 1 | 4 | 4 | 0 | 0 | 56% | |
| Feb 1, 2026 | 1 | 4 | 4 | 0 | 0 | 56% | |
| Jan 1, 2026 | 1 | 4 | 4 | 0 | 0 | 56% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 27, 2026
announcement
Live Oak Bank Grant Fuels Workforce Mobility Through The Forward Fund
<p><strong>Key Points</strong></p>
Apr 22, 2026
earnings
Live Oak Bancshares, Inc. Reports First Quarter 2026 Results
<p align="justify">WILMINGTON, N.C., April 22, 2026 (GLOBE NEWSWIRE) -- Live Oak Bancshares, Inc. (NYSE: LOB) (“Live Oak” or “the Company”) today re
Apr 22, 2026
earnings_calendar
LOB Q1 2026 Earnings Scheduled — 2026-04-22
Apr 8, 2026
earnings
Live Oak Bancshares, Inc. Announces Date of First Quarter 2026 Financial Results
<p>WILMINGTON, N.C., April 08, 2026 (GLOBE NEWSWIRE) -- Live Oak Bancshares, Inc. (NYSE: LOB) today announced that it will report its first quarter