Live Oak Ownership
| LOB Stock | USD 33.18 1.10 3.21% |
Shares in Circulation | First Issued 2014-03-31 | Previous Quarter 45.3 M | Current Value 11.6 M | Avarage Shares Outstanding 38.5 M | Quarterly Volatility 7.3 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Live |
Live Stock Ownership Analysis
About 24.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 1.89. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Live Oak Bancshares last dividend was issued on the 26th of February 2024. Live Oak Bancshares, Inc. operates as the bank holding company for Live Oak Banking Company that provides various commercial banking products and services to individuals, small businesses, and professionals in North Carolina, the United States. Live Oak Bancshares, Inc. was incorporated in 2008 and is headquartered in Wilmington, North Carolina. Live Oak operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 891 people. To find out more about Live Oak Bancshares contact James III at 910 790 5867 or learn more at https://www.liveoakbank.com.Besides selling stocks to institutional investors, Live Oak also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Live Oak's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Live Oak's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Live Oak Quarterly Liabilities And Stockholders Equity |
|
Live Oak Insider Trades History
About 24.0% of Live Oak Bancshares are currently held by insiders. Unlike Live Oak's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Live Oak's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Live Oak's insider trades
Live Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Live Oak is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Live Oak Bancshares backward and forwards among themselves. Live Oak's institutional investor refers to the entity that pools money to purchase Live Oak's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Manufacturers Life Insurance Co | 2023-12-31 | 336.4 K | Goldman Sachs Group Inc | 2023-12-31 | 330.9 K | Trust Co Of The South | 2023-12-31 | 330.6 K | D. E. Shaw & Co Lp | 2023-09-30 | 317.7 K | Northern Trust Corp | 2023-12-31 | 305.4 K | American Century Companies Inc | 2023-12-31 | 296.9 K | Charles Schwab Investment Management Inc | 2023-12-31 | 259.2 K | Vident Advisory, Llc | 2023-12-31 | 251 K | Hotchkis & Wiley Capital Management Llc | 2023-12-31 | 230.2 K | T. Rowe Price Investment Management,inc. | 2023-12-31 | 6.4 M | Blackrock Inc | 2023-12-31 | 2.9 M |
Live Oak Bancshares Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Live Oak insiders, such as employees or executives, is commonly permitted as long as it does not rely on Live Oak's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Live Oak insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
John Sutherland over a month ago Disposition of 1041 shares by John Sutherland of Live Oak at 41.3735 subject to Rule 16b-3 | ||
Miltom Petty over a month ago Disposition of 10000 shares by Miltom Petty of Live Oak at .7252 subject to Rule 16b-3 | ||
Miltom Petty over a month ago Disposition of 30000 shares by Miltom Petty of Live Oak at 4.4 subject to Rule 16b-3 | ||
Neil Underwood over two months ago Exercise or conversion by Neil Underwood of 600000 shares of Live Oak subject to Rule 16b-3 | ||
Micah Davis over two months ago Disposition of 948 shares by Micah Davis of Live Oak subject to Rule 16b-3 | ||
Valine Yousef A over three months ago Exercise or conversion by Valine Yousef A of 1503 shares of Live Oak subject to Rule 16b-3 | ||
Neil Underwood over a year ago Sale by Neil Underwood of 10996 shares of Live Oak |
Live Oak Corporate Filings
8K | 24th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 5th of April 2024 Other Reports | ViewVerify | |
F4 | 13th of March 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 22nd of February 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
Live Oak Investors Sentiment
The influence of Live Oak's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Live. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Live Oak's public news can be used to forecast risks associated with an investment in Live. The trend in average sentiment can be used to explain how an investor holding Live can time the market purely based on public headlines and social activities around Live Oak Bancshares. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Live Oak's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Live Oak's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Live Oak's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Live Oak.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Live Oak in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Live Oak's short interest history, or implied volatility extrapolated from Live Oak options trading.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Live Oak Bancshares. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Complementary Tools for Live Stock analysis
When running Live Oak's price analysis, check to measure Live Oak's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Live Oak is operating at the current time. Most of Live Oak's value examination focuses on studying past and present price action to predict the probability of Live Oak's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Live Oak's price. Additionally, you may evaluate how the addition of Live Oak to your portfolios can decrease your overall portfolio volatility.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |
Is Live Oak's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Live Oak. If investors know Live will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Live Oak listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 38.942 | Dividend Share 0.12 | Earnings Share 1.99 | Revenue Per Share 9.176 | Quarterly Revenue Growth 0.21 |
The market value of Live Oak Bancshares is measured differently than its book value, which is the value of Live that is recorded on the company's balance sheet. Investors also form their own opinion of Live Oak's value that differs from its market value or its book value, called intrinsic value, which is Live Oak's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Live Oak's market value can be influenced by many factors that don't directly affect Live Oak's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Live Oak's value and its price as these two are different measures arrived at by different means. Investors typically determine if Live Oak is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Live Oak's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.