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Live Oak Bancshares, Inc.
$41.65 +0.33 (+0.80%) At close · Jul 10
Market Cap
$1.92B
Shares
46,262,391

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$41.65 Open$41.20 Day$41.13–41.73 52W$29.31–42.85 Avg vol 30d266K Short int1.9M · 4.1% float · 4.4d Short vol43% Last earningsApr 22, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 5
Up next
Next earnings call
Jul 22, 2026 Est · unconfirmed · in 2 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 5, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Strong Buy Momentum Very Strong Sentiment Bullish Fundamentals Strong Quant / Vol Moderate
      Market backdrop VIX 15 · calm Equity put/call 0.55
      Technical
      price trend
      Strong Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +15%
      above
      Price vs 50-day avg +8%
      above
      RSI (14) 62
      neutral
      MACD trend Positive
      52-week position 91%
      near high
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +9%
      trailing
      6-month return +10%
      trailing
      YTD return +21%
      this year
      Relative strength +1%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $38 › 200d $36 — 50d above 200d
      Institutional flow Accumulating
      5 of 227 funds reported for Jun 30 · net +131 sh shares
      Insider flow Distributing
      Net -$6.6M over 90 days · 100% sells
      Short interest Falling
      4.14% of float · ▼ -7.3% MoM · 4.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      227 holders — near 3-yr high, broad support
      Squeeze score 61
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +1%
      Y/Y
      EPS growth +32%
      Y/Y
      Free cash flow $143.5M
      Valuation P/E 15.9
      rich
      Buyback $20.0M
      authorized
      Balance sheet $16.0K
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 35%
      annualized · 1-yr
      Max drawdown −24%
      past year
      ATR 2.5%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Technicals

      trend & momentum for long-term holders Strong Buy
      0 · 3 · 4
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +15% Bullish
      Price vs 50-day avg
      +8% Bullish
      RSI (14)
      62 Neutral
      MACD trend
      Positive Bullish
      52-week position
      91% Bullish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $38 › 200d $36 — 50d above 200d
      Institutional flow Accumulating
      5 of 227 funds reported for Jun 30 · net +131 sh shares
      Insider flow Distributing
      Net -$6.6M over 90 days · 100% sells
      Short interest Falling
      4.14% of float · ▼ -7.3% MoM · 4.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      227 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $29 Now $42 · 91% 52-wk high $43
      vs 200-day avg +15% vs 50-day avg +8%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Loan and lease production $1,368,311K 1Q 2026
      Total deposits $13,835,058K 1Q 2026
      Total loans and leases $12,593,529K 1Q 2026
      adjusted PPNR non-GAAP 30% Q1 2026 call
      customer deposits $9.9B Q1 2026 call
      efficiency ratio 59% Q1 2026 call
      Live Oak Express loan sales $140M Q1 2026 call
      loan originations $1.4B Q1 2026 call
      loans $12.6B Q1 2026 call
      net charge-off ratio 63 Q1 2026 call
      net interest margin 3.27% Q1 2026 call
      nonaccrual ratio 102 Q1 2026 call
      noninterest-bearing checking balances growth 47% Q1 2026 call
      noninterest-bearing deposits $400M Q1 2026 call
      unguaranteed allowance for credit losses to unguaranteed loans and leases held for investment ra 2.14% Q1 2026 call

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Banks - Regional — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      LOB
      Live Oak Bancshares, Inc.
      this stock
      $1.92B +21.4% +0.0% 15.9 4.1%
      HDB
      Hdfc Bank Ltd
      $136.10B -27.4% +15.2% 0.4%
      MFG
      Mizuho Financial Group Inc
      $127.67B +43.2% 0.1%
      IBN
      Icici Bank Ltd
      $104.01B -2.7% 0.7%
      PNC
      Pnc Financial Services Group, Inc.
      $101.16B +21.6% +7.2% 14.6 1.9%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      227
      % held
      68.7%
      Reported
      5 of 227
      Top holder
      T. Rowe Price Investment…
      Held Float
      View
      Held by Funds
      Fund positions
      224
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      1.9M
      Days to cover
      4.4d
      Change
      -150.4K sh
      View
      Short Volume
      Short vol %
      43%
      As of
      Jul 10, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      147
      Value
      $5.3K
      As of
      May 15, 2026
      View
      Off-Exchange
      Off-exchange %
      36.1%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$6.6M
      Buyers / Sellers
      0 / 2
      Buyers Sellers
      View
      Financials
      Financials
      Net income (FY)
      $105.9M
      EPS diluted
      $2.23
      View
      Buybacks
      Authorized
      $20.0M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 2, 2026
      This year
      11
      View
      Proposed Sales
      Value
      $1.3M
      Shares
      33.6K
      Filed
      Jun 24, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Apr 22, 2026
      View
      Investor Relations
      Latest news
      Live Oak Bancshares, Inc. Announc…
      Published
      Jul 8, 2026
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      LOB +1.5% +9.0% +10.1% +2.0% +21.4%
      SPY +1.4% +4.1% +9.1% +1.1% +10.7%
      vs SPY +0.1% +4.9% +1.0% +0.9% +10.6%

      Capital returns

      Latest dividend
      $0.03 / share · ex Jun 2, 2026
      Paid (TTM)
      $0.12 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.29%
      Buyback program · as of Mar 15, 2020
      Authorized
      $20.00M
      Spent (derived)
      Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1462120 CUSIP 53803X105 13F (30d) 5 filings 5 filers Visit website Investor relations