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NYSE: LOB Live Oak Bancshares, Inc. 8-K

Live Oak Bancshares reports Q2 2026 net income of $34.7M, up 48% YoY on strong loan growth

Filed July 22, 2026 · Period ending July 22, 2026 · ~1 min read

5 key changes 4 high relevance 2 sections

Key Changes

  • high

    Q2 2026 net income attributable to common shareholders was $34.7M ($0.74/share), up 48.1% from Q2 2025 and 24.2% from Q1 2026, driven by higher net interest income and noninterest income.

    Exhibit 99.1 view on EDGAR →
  • high

    Loan production reached $1.55B in Q2 2026, up 13.2% from Q1 2026, while deposits grew $712.5M quarter-over-quarter; total assets reached $16.04B, up 16.0% year-over-year.

    Exhibit 99.1 view on EDGAR →
  • high

    Net interest margin expanded to 3.33%, up 6 basis points from Q1 2026 and 5 basis points from Q2 2025, reflecting improved asset yields and favorable funding mix.

    Exhibit 99.1 view on EDGAR →
  • high

    Pre-provision net revenue increased 19.0% quarter-over-quarter and 31.5% year-over-year as revenue grew 7.3% and 11.8% respectively while noninterest expense declined 0.9% and 0.8%.

    Exhibit 99.1 view on EDGAR →
  • medium

    Provision for credit losses was $25.8M, up from $20.1M in Q1 2026; net charge-offs were 0.80% of average loans annualized versus 0.63% in Q1 2026, reflecting loan growth and credit normalization.

    Exhibit 99.1 view on EDGAR →

Summary

Live Oak Bancshares delivered strong second quarter 2026 results, with net income of $34.7 million ($0.74 per share) representing 48% year-over-year growth. The performance was driven by robust loan production of $1.55 billion and deposit growth of $712.5 million, expanding the balance sheet to $16.04 billion in total assets. Net interest margin improved to 3.33%, up 6 basis points sequentially, as the company benefited from improved asset yields and favorable funding dynamics.

The company demonstrated meaningful operating leverage, with revenue growing 7.3% quarter-over-quarter while noninterest expense declined 0.9%, generating 19% pre-provision net revenue growth. Credit costs increased modestly, with the provision for credit losses rising to $25.8 million and net charge-offs at 0.80% of average loans annualized, reflecting the company's continued loan growth and normalization of credit metrics. The combination of strong production momentum, margin expansion, and improved efficiency positions Live Oak well for continued profitability growth.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~100 words

Live Oak Bancshares reported Q2 2026 financial results via press release; detailed figures not disclosed in the 8-K body.

1 Added
Added Q2 2026 earnings announcement high

Added in current filing · verify on EDGAR →

On July 22, 2026, Live Oak Bancshares, Inc. (the “Company”) announced financial results for the second quarter ended June 30, 2026.

The company disclosed second quarter 2026 financial results. The 8-K body does not provide specific figures; results are contained in the attached press release (Exhibit 99.1). Investors should review the exhibit for revenue, earnings, loan growth, credit quality, and other operating metrics.

Event · Exhibit 99.1

Live Oak Bancshares reported Q2 2026 net income of $34.7M ($0.74/share), with strong loan production of $1.55B and deposit growth of $712.5M.

4 Added
Added Q2 2026 earnings high

Added in current filing · view on EDGAR →

Live Oak Bancshares, Inc. (NYSE: LOB) (“Live Oak” or “the Company”) today reported second quarter of 2026 net income attributable to common shareholders of $34.7 million, or $0.74 per diluted common share.

Live Oak reported Q2 2026 net income attributable to common shareholders of $34.7 million, or $0.74 per diluted share. This represents a 24.2% increase from Q1 2026 ($27.9 million) and a 48.1% increase from Q2 2025 ($23.4 million). The improved profitability was driven by higher net interest income and noninterest income, partially offset by increased provision for credit losses.

Added Loan production and balance sheet growth high

Added in current filing · view on EDGAR →

Strong loan production of $1.55 billion accompanied by strong deposit growth of $712.5 million as of June 30, 2026, compared to March 31, 2026, with total assets growing by 4.8% and 16.0% to $16.04 billion as of June 30, 2026, compared to March 31, 2026 and June 30, 2025, respectively

The company originated $1.55 billion in loans during Q2 2026, a 13.2% increase from Q1 2026. Deposits grew by $712.5 million quarter-over-quarter, and total assets reached $16.04 billion, up 4.8% from Q1 2026 and 16.0% from Q2 2025. This reflects strong momentum in the company's core lending and deposit-gathering businesses.

Added Net interest margin expansion high

Added in current filing · view on EDGAR →

Net interest margin increased 6 basis points during the second quarter of 2026 from 3.27% for the first quarter of 2026 to 3.33% and increased 5 basis points compared to the second quarter of 2025

Net interest margin improved to 3.33% in Q2 2026, up 6 basis points from Q1 2026 (3.27%) and 5 basis points from Q2 2025 (3.28%). Net interest income increased 5.0% quarter-over-quarter and 14.8% year-over-year. The margin expansion reflects improved asset yields and favorable funding mix.

Added Provision for credit losses medium

Added in current filing · view on EDGAR →

Provision expense for credit losses of $25.8 million for the second quarter of 2026, increased $5.7 million and $2.5 million compared to the first quarter of 2026 and second quarter of 2025, respectively

The company recorded a provision for credit losses of $25.8 million in Q2 2026, up from $20.1 million in Q1 2026 and $23.3 million in Q2 2025. The increase reflects continued loan growth and credit normalization. Net charge-offs were $24.2 million, or 0.80% of average loans annualized, compared to 0.63% in Q1 2026.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 23, 2026 · How we verify