Live Oak Bancshares (LOB)

• Market cap: $1.22B
• 1 day: 0.68%
• 5 days: -3.28%
• 1 month: -14.00%
• 3 months: -30.36%
• 6 months: -41.68%
• Year to date: -30.36%
• 1 year: -33.83%
• 5 years: 153.21%
• 10 years: 40.74%
• Sector: Financials
• Industry: State Commercial Banks

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

46% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 54

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]

1.03% more ownership

Funds ownership: 66.13% [Q3] → 67.16% (+1.03%) [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 (-$209M) [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

• Low target: $44 64% upside
• Avg. target: $44 64% upside
• High target: $44 64% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

Keefe, Bruyette & Woods Timothy Switzer 56% 1-year accuracy 14 / 25 met price target

64% upside $44

Market Perform Reiterated

24 Jan 2025