Skip to content

Live Oak Bancshares LOB Equity method investments (Note 11)

Equity method investments (Note 11) at other companies

National Bank Holdings logo
National Bank HoldingsNBHC
International Bancshares logo
International BancsharesIBOC

Other financials

Income statement

See full
Revenue$145.5M+18.4%
Net income$30.0M+209%
EPS (diluted)$0.60+186%

Balance sheet

See full
Cash & equivalents$816.1M+9.7%
Total debt$99.7M-9.5%
Total equity$1.3B+24.4%
Total assets$15.3B+12.5%

Cash flow

See full
Operating cash flow$87.4M+394%
CapEx$2.0M-10.8%
Free cash flow$85.3M+366%

Valuation

See full
Market cap$1.86B+25.8%

Profitability

See full
Net margin21.1%+9.1pp
FCF margin43.7%+30.2pp

Returns & leverage

See full
Return on equity11%+4.9pp
Debt / equity0.1×0.0×

Where this comes from

Reported directly by Live Oak Bancshares in its filing.

Tagged under the XBRL concept us-gaap:EquityMethodInvestments.

The official record: Live Oak Bancshares’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

Ask your AI about Live Oak Bancshares's equity method investments (note 11).

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Live Oak Bancshares's equity method investments (note 11)?
Live Oak Bancshares (LOB) reported equity method investments (note 11) of $35.4M in Q1 2026.
How has Live Oak Bancshares's equity method investments (note 11) changed year-over-year?
Live Oak Bancshares's equity method investments (note 11) decreased by 59.3% year-over-year, from $87.04M to $35.4M.
What is the long-term trend for Live Oak Bancshares's equity method investments (note 11)?
Over 4 years (2021 to 2025), Live Oak Bancshares's equity method investments (note 11) has grown at a -18.7% compound annual growth rate (CAGR), from $84.15M to $36.7M.