Lakeland Financial Corporation

NasdaqGS:LKFN Stock Report

Market Cap: US$1.7b

Lakeland Financial Ownership

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

Recent Insider Transactions

NasdaqGS:LKFN Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Nov 24SellUS$294,000Eric OttingerIndividual4,000US$73.50
12 Nov 24SellUS$728,174David FindlayIndividual9,643US$75.51
08 Nov 24BuyUS$58,001Robert BartelsIndividual802US$72.32
06 Nov 24SellUS$11,326Brok LahrmanIndividual150US$75.51
13 Sep 24BuyUS$292,680Stephanie LeniskiIndividual4,500US$65.04
13 Sep 24SellUS$52,339Rickard DonovanIndividual800US$65.42
26 Aug 24SellUS$80,466Kristin PruittIndividual1,200US$67.06
31 Jul 24SellUS$28,951Kyra ClarkIndividual420US$68.93
30 Jul 24SellUS$28,598Brok LahrmanIndividual415US$68.91
03 May 24SellUS$31,015Kyra ClarkIndividual500US$62.03
13 Mar 24SellUS$783,120David FindlayIndividual12,000US$65.26
12 Mar 24SellUS$98,550Lisa O'NeillIndividual1,500US$65.70
12 Mar 24SellUS$19,842Stephanie LeniskiIndividual300US$66.14
11 Mar 24SellUS$350,237Eric OttingerIndividual5,247US$66.75
04 Mar 24SellUS$83,850Steven RossIndividual1,300US$64.50
04 Mar 24SellUS$58,871Donald Robinson-GayIndividual893US$65.93
22 Feb 24SellUS$212,093Jonathan SteinerIndividual3,328US$63.73
07 Feb 24SellUS$161,710Stephanie LeniskiIndividual2,560US$63.17
05 Feb 24SellUS$45,487Brok LahrmanIndividual700US$64.98
05 Feb 24SellUS$683,296David FindlayIndividual10,507US$65.03
01 Feb 24BuyUS$23,057Robert BartelsIndividual360US$64.05
30 Jan 24SellUS$1,902,227Michael KubackiIndividual26,600US$71.51

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of LKFN?
Owner TypeNumber of SharesOwnership Percentage
State or Government6,5280.0256%
Private Companies23,6450.0927%
Individual Insiders710,8032.79%
General Public3,343,66613.1%
Institutions21,421,44284%

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

Top Shareholders

Top 25 shareholders own 69.69% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.5%
BlackRock, Inc.
3,705,277US$252.3m0.85%no data
7.22%
The Vanguard Group, Inc.
1,840,355US$125.3m-0.03%no data
5.82%
Victory Capital Management Inc.
1,485,104US$101.1m-3.46%0.09%
5.01%
State Street Global Advisors, Inc.
1,276,929US$86.9m2.21%no data
4.29%
Neuberger Berman Investment Advisers LLC
1,094,321US$74.5m-0.42%0.06%
3.55%
Silvercrest Asset Management Group LLC
904,941US$61.6m9.31%0.42%
3.54%
Charles Schwab Investment Management, Inc.
902,968US$61.5m3.11%0.01%
3.24%
Kayne Anderson Rudnick Investment Management, LLC
826,445US$56.3m-2.3%0.12%
3.14%
Dimensional Fund Advisors LP
801,218US$54.5m-1.88%0.01%
2.92%
Copeland Capital Management, LLC
745,939US$50.8m0.18%0.95%
2.37%
Geode Capital Management, LLC
605,007US$41.2m0.93%no data
1.92%
Neumeier Poma Investment Counsel LLC
488,502US$33.3m-9.32%3.27%
1.84%
Northern Trust Global Investments
469,262US$31.9m-0.33%no data
1.37%
Columbia Management Investment Advisers, LLC
348,891US$23.8m-2.43%0.01%
1.14%
Fuller & Thaler Asset Management, Inc.
290,725US$19.8m-0.11%0.08%
1.02%
Goldman Sachs Group, Investment Banking and Securities Investments
260,506US$17.7m343%0.01%
0.98%
Eagle Asset Management, Inc.
250,139US$17.0m29.5%0.09%
0.8%
BNY Asset Management
205,148US$14.0m-11%no data
0.78%
Envestnet Asset Management, Inc.
199,848US$13.6m-14.5%no data
0.78%
First Trust Advisors LP
199,477US$13.6m22.9%0.01%
0.75%
M. Welch
191,963US$13.1m0.34%no data
0.74%
Timucuan Asset Management Inc
188,461US$12.8m0.35%0.38%
0.68%
Morgan Stanley, Investment Banking and Brokerage Investments
174,420US$11.9m28%no data
0.63%
NFJ Investment Group, LLC
161,651US$11.0m-6.5%0.33%
0.62%
Monarch Capital Management Inc
157,725US$10.7m-0.71%2.95%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/10 17:52
End of Day Share Price 2025/01/08 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

Analysis Model and Snowflake

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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 .

Analyst Sources

Lakeland Financial Corporation is covered by 9 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James BeuryBoenning & Scattergood, Inc.
Kevin ReeveyD.A. Davidson & Co.
John RodisJanney Montgomery Scott LLC