Live Oak Bancshares shareholders approve director slate and equity plans at annual meeting
Live Oak Bancshares (NYSE: LOB) held its 2026 Annual Meeting, where shareholders approved the election of ten directors, the 2026 Omnibus Stock Incentive Plan, and the 2026 Employee Stock Purchase Plan. Shareholders also ratified KPMG, LLP as the independent auditor and approved executive compensation. The meeting saw significant participation, with 42,159,893 shares present for quorum.
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This Form 8-K filing by Live Oak Bancshares, Inc. details the outcomes of its 2026 Annual Meeting of Shareholders held on May 19, 2026. Shareholders approved the 2026 Omnibus Stock Incentive Plan and the 2026 Employee Stock Purchase Plan, elected ten directors, approved executive compensation in an advisory vote, and ratified KPMG, LLP as the independent auditor for 2026. The report includes detailed voting results for each matter.
Strong shareholder votes at Live Oak Bancshares (LOB) approve 2026 equity plans and auditor
Live Oak Bancshares (LOB) shareholders approved key equity plans and ratified their auditor at the 2026 Annual Meeting held on May 19, 2026. Shareholders elected ten directors, approved the 2026 Omnibus Stock Incentive Plan and the 2026 Employee Stock Purchase Plan, and supported a non-binding advisory vote on executive compensation. KPMG LLP was also ratified as the independent auditor for 2026 by a significant majority.
Live Oak Bancshares CEO James Mahan sells $368,369 in stock.
James S. Mahan III, CEO of Live Oak Bancshares (NASDAQ:LOB), sold 10,000 shares of the company's voting common stock for approximately $368,369 on May 20, 2026. These sales were part of a Rule 10b5-1 trading plan. The article also notes that the stock appears undervalued according to InvestingPro analysis, despite a recent revenue miss but EPS beat in Q1 2026 earnings.
Live Oak Bancshares (LOB) director receives 2,486 restricted stock units in equity grant
Live Oak Bancshares director Jeffrey W. Lunsford received an equity grant of 2,486 restricted stock units (RSUs) on May 19, 2026, which vest on May 1, 2027. Each RSU represents a contingent right to one share of Live Oak voting common stock. Following this grant, Lunsford holds 12,640 shares of voting common stock directly, in addition to the newly granted RSUs.
Director at Live Oak Bancshares (LOB) awarded 2,486 RSUs and updates holdings
Live Oak Bancshares (LOB) director Valine Yousef A. was granted 2,486 restricted stock units (RSUs) on May 19, 2026, which vest on May 1, 2027. This grant adjusts her holdings to 10,401 shares of voting common stock held directly and 1,500 shares indirectly through a trust, in إضافة to the RSUs. The filing indicates a neutral impact and sentiment regarding these transactions.
Director at Live Oak Bancshares (LOB) gets 2,486 new RSUs
Live Oak Bancshares director Cameron William Henderson reported receiving 2,486 restricted stock units (RSUs) on May 19, 2026, which are set to vest on May 1, 2027. The Form 4 filing also details his other holdings, including shares held directly and indirectly through various trusts. Additionally, it notes a transfer of 2,946 shares to his revocable trust on May 5, 2026.
Live Oak Bancshares (LOB) CBO exercises 7,117 shares, with 3,163 withheld for taxes
Live Oak Bancshares, Inc.'s Chief Banking Officer, Mark Michael Moroz, exercised 7,117 derivative awards to acquire voting common stock. In a related transaction, 3,163 shares were withheld at $36.20 per share to cover tax obligations. After these transactions, Moroz directly holds 18,210 shares following tax withholding and 21,373 shares after the exercise.
Live Oak Bancshares (LOB) director gets 2,486 restricted stock units
Live Oak Bancshares, Inc. director Patrick Timothy McHenry was granted 2,486 restricted stock units (RSUs) on May 19, 2026. Each RSU represents a contingent right to receive one share of the company's voting common stock and will vest on May 1, 2027. After these transactions, McHenry directly holds 3,080 shares of voting common stock.
Director at Live Oak Bancshares (LOB) converts 1,890 RSUs into common shares
Jeffrey W. Lunsford, a director at Live Oak Bancshares (LOB), converted 1,890 restricted stock units (RSUs) into common shares on May 1, 2026. This transaction increased his direct holdings to 12,640 shares of Voting Common Stock and is described as a routine, compensation-driven event rather than a market-timing signal. The Form 4/A filing also corrected a name on a previous filing.
Live Oak Bancshares CEO James Mahan sells $368,369 in stock.
Live Oak Bancshares CEO James Mahan III sold 10,000 shares of the company's common stock for approximately $368,369 on May 20, 2026, as part of a Rule 10b5-1 trading plan. Despite the sales, Mahan retains significant indirect holdings in the company. This news follows the company's mixed first-quarter 2026 earnings, where EPS exceeded expectations but revenue fell short, and recent dividend announcements.
UBS Group AG Raises Stock Position in Live Oak Bancshares, Inc. $LOB
UBS Group AG significantly increased its stake in Live Oak Bancshares, Inc. (NYSE:LOB) by 29.4% in the fourth quarter, holding 160,710 shares valued at approximately $5.52 million. Live Oak Bancshares reported stronger-than-expected quarterly earnings of $0.60 EPS, surpassing consensus estimates, and declared a quarterly dividend of $0.03 per share. The article also details other institutional investor activity, insider trading, stock performance metrics, and recent analyst ratings for Live Oak Bancshares.
James S Mahan Rev Trust (LOB) files Form 144 to sell 10,000 shares on NYSE
James S Mahan Rev Trust has filed a Form 144 notice to sell 10,000 shares of Live Oak Bancshares, Inc. (LOB) common stock on the NYSE on May 20, 2026, through Fidelity Brokerage. The filing details multiple previous sales of 10,000 shares by the Trust from February to May 2026, with reported proceeds for each transaction. This is considered a routine compliance disclosure for a trust.
Live Oak Bancshares declares dividends on common and preferred shares
Live Oak Bancshares (NYSE:LOB) announced cash dividends for both its common and preferred shares, maintaining a 12-year track record of dividend payments. The company's stock is trading at $36.20 with a market cap of $1.6 billion and appears undervalued by Fair Value analysis. These dividends are set to be paid on June 15, 2026, to shareholders of record as of June 2, 2026, following a recent SEC filing.
Live Oak Bancshares declares dividends on common and preferred shares
Live Oak Bancshares (NYSE:LOB) has announced cash dividends for both its common stock ($0.03 per share) and its Series A Preferred Stock ($0.52344 per depositary share), continuing its 12-year dividend payment streak. Both dividends are payable on June 15, 2026, to shareholders of record as of June 2, 2026. The company recently reported mixed first-quarter 2026 earnings, exceeding analyst EPS expectations while falling short on revenue.
Live Oak Bancshares Declares Cash Dividends on Shares
Live Oak Bancshares announced cash dividends on both its Voting Common Stock and Series A preferred stock. The company declared a $0.03 per share dividend for common stock and $0.52344 per depositary share for preferred stock, payable in June 2026. An AI analyst from TipRanks, Spark, rates LOB as "Outperform," citing strong earnings setup and a conservative balance sheet.
Live Oak Bancshares (LOB) sets June 2026 common and preferred dividends
Live Oak Bancshares (LOB) has declared cash dividends for both its common and preferred equity, payable on June 15, 2026, to shareholders of record as of June 2, 2026. Holders of Voting Common Stock will receive $0.03 per share, while depositary shares representing 8.375% Fixed Rate Series A Non-Cumulative Perpetual Preferred Stock will receive $0.52344 per share. This announcement, made via an 8-K filing, outlines the distributions for both types of investors.
Live Oak (LOB) CEO trust sells 10,000 shares at $36.226 each
James S. Mahan, CEO of Live Oak Bancshares (LOB), through his revocable trust, sold 10,000 shares of Voting Common Stock for $362,260 at a weighted average price of $36.226 per share on May 14, 2026. This sale was conducted under a pre-arranged Rule 10b5-1 trading plan adopted in August 2025. After the transaction, the trust indirectly holds 2,927,844 shares, with other family trusts and entities also holding substantial indirect shares.
Live Oak Bancshares CEO James Mahan III sells $362,260 of stock
Live Oak Bancshares CEO James Mahan III, through a revocable trust, sold 10,000 shares of the company's common stock for $362,260 on May 14, 2026. This transaction was conducted under a Rule 10b5-1 trading plan adopted in August 2025. The company's shares are currently trading near $36.41, showing a 26% gain over the past year, and the sale occurred shortly after Live Oak Bancshares reported mixed Q1 2026 earnings, including an EPS beat but a revenue miss.
Live Oak Bancshares (LOB) CEO-linked trust sells 10,000 shares under 10b5-1 plan
A trust associated with Live Oak Bancshares CEO James S. Mahan III sold 10,000 shares of the company's voting common stock at a weighted average price of $35.962 per share. This transaction, executed on May 13, 2026, was conducted under a pre-arranged Rule 10b5-1 trading plan established on August 27, 2025. Following the sale, the trust still holds 2,937,844 shares, indicating that this was a small, planned divestment rather than a discretionary sale.
Live Oak Bancshares gains 62% after InvestingPro Fair Value call By Investing.com
Live Oak Bancshares (NYSE: LOB) saw a 62% return over 13 months after InvestingPro's Fair Value models identified it as significantly undervalued in April 2025. The stock climbed from $23.82 to $36.19, nearing its $38.64 Fair Value target. This success highlights the effectiveness of comprehensive valuation methods in identifying mispriced securities based on fundamental improvements like increased revenue and EPS.
Live Oak Bancshares gains 62% after InvestingPro Fair Value call By Investing.com
Live Oak Bancshares (LOB) saw a 62% return after InvestingPro's Fair Value models identified it as significantly undervalued in April 2025. The stock, initially priced at $23.82, reached $36.19, nearing its target of $38.64, validating InvestingPro's comprehensive valuation analysis. This success highlights how combining multiple valuation methodologies can help investors find mispriced securities and make informed decisions.
James S. Mahan Rev Trust (LOB) reports multiple 10,000-share Form 144 listings
The James S. Mahan Revocable Trust has filed multiple Form 144 notices for proposed sales of 10,000-share blocks of Live Oak Bancshares (LOB) common stock, identified as Pre-IPO Shares. These proposed transactions occurred between February 18, 2026, and May 13, 2026, with varying proceeds reported for each block. Fidelity Brokerage Services LLC is listed as the broker for these transactions, which are regulatory notices for the potential resale of restricted or control securities.
Holder files Regulation 144 sale notice for LOB (NYSE: LOB)
A Regulation 144 notice has been filed for Live Oak Bancshares (NYSE: LOB), reporting a proposed sale of 10,000 shares and multiple completed sales of 10,000 shares each by the James S Mahan Rev Trust between February and March 2026. These sales, involving "Pre-IPO Shares," generated various cash proceeds per transaction. The filing serves as a procedural document recording the sales, but does not confirm compliance with all Regulation 144 conditions.
Live Oak Bancshares stock (US53803X1063): Regional bank focused on SMB lending
Live Oak Bancshares is a U.S. regional bank specializing in small and medium-sized business (SMB) lending, particularly targeting niche markets like veterinary and dental practices. The bank operates on a digital-first model, leveraging SBA loans and deep sector knowledge to maintain a competitive edge and efficient scaling. Its focus on underserved segments and government-guaranteed loans positions it as a unique investment opportunity for those interested in the resilient SMB lending sector.
Live Oak Bancshares and The Bancorp Stocks Trade Down, What You Need To Know
Live Oak Bancshares (LOB) and The Bancorp (TBBK) stocks traded down after the Federal Reserve signaled that interest rate cuts are unlikely in 2026, leading major banks to revise their forecasts. This news, driven by stronger-than-expected jobs and inflation data, caused a rise in Treasury yields and created uncertainty for banks, as prolonged higher rates could impact loan demand. Despite the daily dip, Live Oak Bancshares has seen a 5.7% gain year-to-date, though it remains below its 52-week high.
Loan loss coverage ratio of Live Oak Bancshares, Inc. – NYSE:LOB
This article mentions the loan loss coverage ratio of Live Oak Bancshares, Inc. (NYSE: LOB) and is presented within the context of financial data provided by TradingView. It appears to be a stub or a data point rather than a full analytical article, providing only the title and suggesting where the ratio would be displayed. Financial data sources like ICE Data Services and FactSet are credited for the information.
Demand deposits to total deposits of Live Oak Bancshares, Inc. – NYSE:LOB
This article provides a brief financial overview of Live Oak Bancshares, Inc. (NYSE: LOB), focusing on its demand deposits to total deposits ratio. It appears to be a stub or data-centric page from a financial platform like TradingView, offering current and historical financial data points. The content itself doesn't offer additional analysis beyond the headline and basic data structure.
Live Oak Bancshares and The Bancorp Stocks Trade Down, What You Need To Know
Live Oak Bancshares (LOB) and The Bancorp (TBBK) stocks recently experienced a downturn following signals from the Fed that interest rate cuts are unlikely in 2026, pushing back earlier expectations from major Wall Street banks. This shift, influenced by stronger-than-expected economic data, suggests an extended period of higher interest rates, which negatively impacts banks by limiting loan demand growth. While both stocks fell, Live Oak Bancshares has shown year-to-date gains despite past volatility and a significant drop related to unexpected inflation data.
NewEdge Wealth LLC Makes New Investment in Live Oak Bancshares, Inc. $LOB
NewEdge Wealth LLC has made a significant new investment in Live Oak Bancshares (NYSE:LOB) during the fourth quarter, acquiring 1.26 million shares valued at approximately $43.3 million. This investment gives NewEdge Wealth LLC roughly 2.75% ownership of the company. Live Oak Bancshares recently reported Q1 earnings that beat analyst estimates, despite revenue being slightly below expectations.
A Look Back at Regional Banks Stocks’ Q1 Earnings: Live Oak Bancshares (NYSE:LOB) Vs The Rest Of The Pack
This article reviews the Q1 earnings performance of regional banks, highlighting Live Oak Bancshares (LOB) alongside top performer UMB Financial (UMBF) and weakest performer BankUnited (BKU). It discusses how regional banks navigate rising interest rates, digital transformation, and local economic growth, while facing challenges from fintech competition and credit deterioration. Overall, regional banks reported a slower Q1 with revenues generally in line with expectations.
Live Oak Bancshares (LOB) director receives 1,890 new shares
Live Oak Bancshares director Sally S. Davis received 1,890 new shares of voting common stock from the exercise of restricted stock units that vested on May 1, 2026. This transaction was part of her compensation and not an open-market purchase. Following this exercise, Ms. Davis directly holds 12,640 shares of Live Oak Bancshares voting common stock.
Live Oak Bancshares (LOB) director adds stock through RSU vesting and preferred depositary shares
Live Oak Bancshares director David G. Lucht increased his equity stake by acquiring 2,946 shares of voting common stock through the vesting of restricted stock units (RSUs) on May 1, 2026. Following this transaction, Lucht directly holds 18,623 shares of common stock and 4,000 depositary shares, each representing a 1/40th interest in the company’s Series A 8.375% Fixed Rate Non-Cumulative Perpetual Preferred Stock. This transaction was reported in a Form 4 filing, indicating a compensation-related derivative exercise rather than an open-market trade.
LOB SEC Filings - Live Oak Bancshares Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Live Oak Bancshares (LOB) SEC filings, including annual, quarterly, and material event reports, as well as insider trading forms. It details the company's financial statements, risk disclosures, capital structure, and governance updates, with recent filings covering earnings announcements, dividend declarations, and executive appointments. Stock Titan offers these filings in near real-time, enhanced with AI-powered summaries to help investors understand key document contents and how they reflect the company's business strategy and risk management.
A Look Back at Regional Banks Stocks’ Q1 Earnings: Live Oak Bancshares (NYSE:LOB) Vs The Rest Of The Pack
This article reviews the Q1 earnings performance of regional banks, highlighting Live Oak Bancshares (NYSE:LOB), UMB Financial (NASDAQ:UMBF), BankUnited (NYSE:BKU), Amalgamated Financial (NASDAQ:AMAL), and Texas Capital Bank (NASDAQ:TCBI). It discusses the current landscape for regional banks, including benefits from rising interest rates and challenges from fintech competition and commercial real estate exposure. While Live Oak Bancshares reported satisfactory results, UMB Financial delivered the strongest performance, and BankUnited experienced the weakest Q1 compared to analyst expectations.
Live Oak Bancshares 1Q 2026: Revenue $15.43M, Net income $27.95M, EPS $0.6— 10-Q Summary
Live Oak Bancshares reported strong first-quarter 2026 results with a significant increase in net income and EPS, driven by operating leverage and noninterest income from guaranteed loan activities. The company saw revenue of $15.43 million, net income of $27.95 million, and diluted EPS of $0.6. Loan portfolio growth outpaced funding costs, and strategic investments in technology aim to further expand fintech offerings.
Valine Yousef of Live Oak (LOB) exercises 2,946 RSUs into common
Live Oak Bancshares, Inc. director Valine A. Yousef reported a routine equity award vesting. On May 1, 2026, 2,946 Restricted Stock Units were exercised, delivering 2,946 shares of Voting Common Stock. After this transaction, Yousef directly holds 10,401 shares of Voting Common Stock and indirectly owns 1,500 shares through the Valine Revocable Living Trust.
Live Oak (LOB) director gets 2,946 shares from RSU vesting
Live Oak Bancshares, Inc. director Miltom Emmett Petty received 2,946 shares of common stock on May 1, 2026, due to the vesting of restricted stock units (RSUs) as part of his equity compensation. These shares were converted at a price of $0.00 per share, and following this transaction, Petty directly holds 130,839 shares of voting common stock. This transaction was not an open-market trade but an exercise of derivative securities.
Live Oak Bancshares (NYSE: LOB) triples Q1 2026 earnings as loans expand
Live Oak Bancshares (NYSE: LOB) reported a significant increase in net income for Q1 2026, tripling to $29.9 million from $9.7 million in Q1 2025, with diluted EPS rising to $0.60. This growth was driven by a substantial increase in net interest income due to expanded loans and leases, alongside a reduced provision for credit losses. The company's total assets reached $15.3 billion, primarily fueled by loan growth, and it updated its credit loss methodology for better forecasting.
Live Oak Bancshares Insider Sold Shares Worth $2,837,100, According to a Recent SEC Filing
An insider at Live Oak Bancshares recently sold 70,000 shares of the company's common stock at an average price of $40.53 per share, totaling $2,837,100. This transaction was disclosed in a Form 4 filing with the SEC. The sale occurred on May 1st, 2026.
Live Oak Bancshares chief digital officer sells $2.84m in shares
Renato Derraik, Chief Information and Digital Officer at Live Oak Bancshares (NASDAQ:LOB), sold 75,000 shares of the company’s common stock for approximately $2.84 million on April 30, 2026. Despite recent volatility, the stock has shown a 35% gain over the past year and analysts consider it undervalued. Derraik still holds 4,243 common shares and 100,911 Restricted Stock Units.
Live Oak Bancshares Adjusts Valuation Grade Amid Strong Financial Metrics
Live Oak Bancshares, a regional banking institution, has seen its valuation grade adjusted to "fair" based on recent financial reports. The company reports a P/E ratio of 14, a robust net interest margin of 16.98%, and significant operational cash flow despite challenges in profit generation over the past year. These metrics highlight its competitive standing and profitability within the sector.
Live Oak Bancshares chief digital officer sells $2.84m in shares By Investing.com
Renato Derraik, Chief Information and Digital Officer at Live Oak Bancshares, Inc. (NASDAQ:LOB), sold 75,000 shares of the company's common stock for approximately $2.84 million on April 30, 2026. This sale occurred at prices between $37.51 and $38.095 per share. Despite the sale, the stock has gained 35% over the past year and InvestingPro analysis suggests it is undervalued with a P/E ratio of 20.46 and a PEG ratio of 0.14.
Renato Derraik Sells 75,000 Shares of Live Oak Bancshares (NYSE:LOB) Stock
Renato Derraik, an insider at Live Oak Bancshares (NYSE:LOB), sold 75,000 shares of the company's stock on April 30th for approximately $2.84 million, significantly reducing his stake by 94.65% to 4,243 shares. This sale comes as Live Oak Bancshares reported strong Q1 earnings, beating analyst estimates with $0.60 EPS, and currently has a "Hold" rating from analysts with an average target price of $44.40. The company also recently announced a quarterly dividend of $0.03 per share, yielding 0.3%.
Live Oak Bancshares Insider Sold Shares Worth $2,837,100, According to a Recent SEC Filing
An insider at Live Oak Bancshares sold shares valued at $2,837,100, as disclosed in a recent SEC filing. The article, published by MT Newswires, highlights this significant insider transaction. Live Oak Bancshares (LOB) is a bank holding company that provides lending and deposit services to small businesses nationwide through its subsidiary, Live Oak Banking Company.
Live Oak (NASDAQ: LOB) CIO sells 75,000 shares around $37.83
Live Oak Bancshares Chief Information and Digital Officer, Renato Derraik, reported an open-market sale of 75,000 shares of voting common stock on April 30, 2026. The shares were sold at a weighted average price of $37.828, with individual trades ranging from $37.51 to $38.095. Following the transaction, Derraik directly holds 4,243 shares of voting common stock and also possesses several restricted stock unit awards that vest annually through 2027.
Live Oak Bancshares Chief Info./Digital Off., Bank Sold Shares Worth Over $2.8M
Renato Derraik, Chief Info./Digital Off. at Live Oak Bancshares, sold shares of the company worth over $2.8 million. The transaction involved multiple trades at prices ranging from $37.51 to $38.095 per share. After the sale, Derraik directly owns 4,243 voting common shares, and the disposition was reported on April 30, 2026.
Fidelity Brokerage files Form 144: LOB (NYSE) 75,000-share notice
Fidelity Brokerage Services LLC has filed a Form 144 notice to sell 75,000 shares of Live Oak Bancshares, Inc. (LOB) Common Stock, with an aggregate value of $2,837,074.30 and an effective date of April 30, 2026. The filing indicates that the shares originated from multiple restricted stock vesting allocations, serving as compensation events.
3 Stocks That May Be Trading Below Their Estimated Value In April 2026
This article identifies three U.S. stocks—Coastal Financial (CCB), CECO Environmental (CECO), and Live Oak Bancshares (LOB)—that are potentially trading below their estimated fair value, based on discounted cash flow analysis in April 2026. Despite varied financial performances, all three exhibit promising growth potential, with features like expected earnings and revenue growth surpassing market averages. The report highlights key financial metrics and considerations for each company, advising investors to review full analysis reports.
3 Stocks That May Be Trading Below Their Estimated Value In April 2026
This article identifies three U.S. stocks—Coastal Financial (CCB), CECO Environmental (CECO), and Live Oak Bancshares (LOB)—that are potentially undervalued based on discounted cash flow analysis as of April 2026. Despite recent performance variations, all three show prospects for future growth, with Coastal Financial and Live Oak Bancshares trading significantly below their estimated fair values and CECO Environmental also showing undervaluation. The piece emphasizes the importance of looking beyond market averages to find such opportunities.
