Live Oak Bancshares
About: Live Oak Bancshares Inc operates as the bank holding company for the Live Oak Banking Company. The company specializes in lending and deposit-related services to small businesses nationwide. The company identifies and extends lending to credit-worthy borrowers both within specific industries, also called verticals, through expertise within those industries, and more broadly to select borrowers outside of those industries. A portion of the loans originated by the Bank are partially guaranteed by the Small Business Administration under the 7(a) Loan Program and the U.S. Department of Agriculture Rural Energy for America Program, Water and Environmental Program, Business and Industry and Community Facilities loan programs.
Employees: 1,025
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
51% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 53
32% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 25
2% more funds holding
Funds holding: 209 [Q3] → 214 (+5) [Q4]
1.21% more ownership
Funds ownership: 65.94% [Q3] → 67.16% (+1.21%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]
15% less capital invested
Capital invested by funds: $1.41B [Q3] → $1.2B (-$205M) [Q4]
26% less call options, than puts
Call options by funds: $264K | Put options by funds: $359K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Keefe, Bruyette & Woods Timothy Switzer 59% 1-year accuracy 17 / 29 met price target | 30%upside $34 | Market Perform Maintained | 25 Apr 2025 |
Financial journalist opinion
Based on 5 articles about LOB published over the past 30 days
