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The company

Live Oak Bancshares, Inc.

LOB · NYSE

FinancialsRegional banksNot moving yet

LOB stood above a rising 150-day average in 34 of the last 52 weekly readings, and has been out of that trend for the last 5 weeks. It is 8.7% below that average now. Banks — Regional & Community: 62% of its 293 stocks in an uptrend (−18 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 5
Industry in uptrend
62% -18 in 4 wk
Insider buys, 12 months
$230K
Insider sales, 12 months
$38.3M
Officials’ trades on record
0
Institutions holding
227 (+14)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 34 of 52 weeks.

17 Apr – 16 Oct
46%70%93%Apr 26Jun 26Jul 26Sep 26Oct 26

Regional banks: Most of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$6.2M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months2
Sale orders, 12 months55
Buyers · sellers2 · 9
WhoDidSharesTraded
James S. Mahan IIIChief Executive Officersold10,000at $38.7510 Sep 2026filed 11 Sep 2026
James S. Mahan IIIChief Executive Officersold10,000at $38.639 Sep 2026filed 11 Sep 2026
James S. Mahan IIIChief Executive Officersold10,000at $39.753 Sep 2026filed 8 Sep 2026
William L. Williams IIIDirectorsold6,590at $40.093 Sep 2026filed 8 Sep 2026
Tonya Williams BradfordDirectorsold1,600at $39.893 Sep 2026filed 8 Sep 2026
James S. Mahan IIIChief Executive Officersold9,742at $39.532 Sep 2026filed 3 Sep 2026
James S. Mahan IIIChief Executive Officersold258at $39.882 Sep 2026filed 3 Sep 2026
William L. Williams IIIDirectorsold1,810at $40.002 Sep 2026filed 3 Sep 2026
James S. Mahan IIIChief Executive Officersold10,000at $39.6627 Aug 2026filed 28 Aug 2026
James S. Mahan IIIChief Executive Officersold10,000at $39.9926 Aug 2026filed 28 Aug 2026
James S. Mahan IIIChief Executive Officersold10,000at $40.5320 Aug 2026filed 21 Aug 2026
James S. Mahan IIIChief Executive Officersold8,002at $41.0519 Aug 2026filed 21 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders227+14 on the quarter
New · exited37 · 23
Reported value$1.1B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20263,515,856$143.6M+82,957+2.4%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20261,654,730$67.6M+121,959+8.0%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 20261,615,529$66.0M+22,344+1.4%
STATE STREET CORPreduced · filed 7 Aug 20261,367,619$55.9M-69,696−4.8%
BARROW HANLEY MEWHINNEY & STRAUSS LLCreduced · filed 12 Aug 20261,360,091$55.5M-261,812−16.1%
GILDER GAGNON HOWE & CO LLCreduced · filed 14 Aug 20261,123,910$45.9M-69,204−5.8%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026996,870$40.7M+88,724+9.8%
SOUTHERNSUN ASSET MANAGEMENT, LLCreduced · filed 14 Aug 2026934,751$38.2M-98,788−9.6%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026912,543$37.3M+58,585+6.9%
LOOMIS SAYLES & CO L Preduced · filed 14 Aug 2026671,994$27.4M-56,135−7.7%
31 Mar 2023 – 30 Jun 2026
144184224Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

James S. Mahan III Company insiderChief Executive Officer · last 10 Sep 202616 · 40
Tonya Williams Bradford Company insiderDirector · last 3 Sep 20262 · 3
William L. Williams III Company insiderDirector · last 3 Sep 20267 · 5
William C. Losch III Company insiderPresident · last 25 Aug 20263 · 0
Michael Cairns Company insiderChief Credit Officer · last 19 Aug 20260 · 0
Walter J. Phifer Company insiderChief Financial Officer · last 18 Aug 20260 · 1
Matthew S. Diffley Company insiderChief Accounting Officer · last 17 Aug 20260 · 0
Renato Derraik Company insiderChief Info./Digital Off., Bank · last 10 Aug 20260 · 2
Courtney Spencer Company insiderChief Experience Officer · last 4 Aug 20260 · 2
David G. Lucht Company insiderDirector · last 4 Aug 20264 · 2
Mark Michael Moroz Company insiderChief Banking Officer · last 28 Jul 20260 · 1
Jeffrey W. Lunsford Company insiderDirector · last 19 May 20260 · 0

Same industry

USIO UsioLeading+45%
BSVN Bank7Leading+21%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 2025149%
Share count trendFY 2025 · to 25 Feb 20260.4%
Cash and equivalentsFY 2025 · to 31 Dec 2025$864.9M
Free cash flowFY 2025 · to 31 Dec 2025$143.5M

Analyst forecasts

No analyst forecasts yet.