Live Oak Bancshares, Inc.

NYSE:LOB Stock Report

Market Cap: US$1.5b

Live Oak Bancshares Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:LOB Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
07 May 25BuyUS$260,110William CameronIndividual10,000US$26.10
06 May 25SellUS$66,275Tonya BradfordIndividual2,500US$26.51
13 Nov 24SellUS$616,837John SutherlandIndividual12,588US$49.00
07 Nov 24SellUS$470,169Gregory SewardIndividual10,000US$47.39
29 Oct 24BuyUS$39,762William CameronIndividual1,000US$39.76
23 Aug 24SellUS$859,976John SutherlandIndividual20,000US$43.00

Insider Trading Volume

Insider Buying: LOB insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of LOB?
Owner TypeNumber of SharesOwnership Percentage
General Public4,176,1949.16%
Individual Insiders10,755,40923.6%
Institutions30,676,38167.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.95% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.7%
James Mahan
6,699,682US$216.2m-1.06%no data
14.3%
T. Rowe Price Group, Inc.
6,514,186US$210.2m1.04%0.02%
5.92%
BlackRock, Inc.
2,701,758US$87.2m-3.77%no data
5.83%
The Vanguard Group, Inc.
2,657,737US$85.8m1.01%no data
3.41%
Barrow, Hanley, Mewhinney & Strauss, LLC
1,553,397US$50.1m0.86%0.14%
3.37%
Neil Underwood
1,538,132US$49.6m0%no data
3.13%
Dimensional Fund Advisors LP
1,427,345US$46.1m0.64%0.01%
2.95%
William Williams
1,343,286US$43.3m0%no data
2.78%
State Street Global Advisors, Inc.
1,267,430US$40.9m-5.25%no data
2.34%
Diamond Hill Capital Management, Inc.
1,066,891US$34.4m-12.8%0.15%
1.91%
SouthernSun Asset Management, LLC
871,934US$28.1m9.44%3.54%
1.74%
Geode Capital Management, LLC
794,951US$25.7m2.87%no data
1.51%
Millennium Management LLC
687,885US$22.2m656%0.02%
0.84%
D. E. Shaw & Co., L.P.
384,486US$12.4m142%0.01%
0.81%
Balyasny Asset Management L.P.
369,070US$11.9m2,210%0.03%
0.72%
Trust Company Of The South
330,000US$10.6m-0.18%1.85%
0.68%
Citadel Advisors LLC
311,741US$10.1m230%0.01%
0.67%
Northern Trust Global Investments
306,544US$9.9m-2.48%no data
0.66%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
299,149US$9.7m-19.9%no data
0.66%
Manulife Asset Management
298,773US$9.6m0.57%0.01%
0.65%
Citigroup Inc.,Banking and Securities Investments
295,250US$9.5m428%0.01%
0.62%
Qube Research & Technologies Ltd
282,704US$9.1m187%0.01%
0.62%
Charles Schwab Investment Management, Inc.
280,875US$9.1m-1.1%no data
0.58%
Voloridge Investment Management, LLC
265,965US$8.6m182%0.03%
0.58%
Motley Fool Wealth Management, LLC
263,859US$8.5m80.5%0.47%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/06 12:55
End of Day Share Price 2025/07/03 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Live Oak Bancshares, Inc. is covered by 5 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Steven AlexopoulosJ.P. Morgan
Christopher McGrattyKeefe, Bruyette, & Woods
Timothy SwitzerKeefe, Bruyette, & Woods