Lakeland Financial Ownership
| LKFN Stock | USD 65.25 0.71 1.10% |
Shares in Circulation | First Issued 1996-03-31 | Previous Quarter 25.8 M | Current Value 25.8 M | Avarage Shares Outstanding 21.8 M | Quarterly Volatility 3.7 M |
Lakeland Stock Ownership Analysis
About 86.0% of the company shares are owned by institutional investors. The book value of Lakeland Financial was now reported as 27.17. The company has Price/Earnings To Growth (PEG) ratio of 2.04. Lakeland Financial last dividend was issued on the 25th of April 2025. The entity had 3:2 split on the 8th of August 2016. Lakeland Financial Corporation operates as the bank holding company for Lake City Bank that provides various banking products and services. Lakeland Financial Corporation was founded in 1872 and is headquartered in Warsaw, Indiana. Lakeland Finl operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 600 people. To find out more about Lakeland Financial contact David Findlay at 574 267 6144 or learn more at https://www.lakecitybank.com.Besides selling stocks to institutional investors, Lakeland Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Lakeland Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Lakeland Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Lakeland Financial Quarterly Liabilities And Stockholders Equity |
|
Roughly 3.0% of Lakeland Financial are currently held by insiders. Unlike Lakeland Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Lakeland Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Lakeland Financial's insider trades
Lakeland Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Lakeland Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Lakeland Financial backward and forwards among themselves. Lakeland Financial's institutional investor refers to the entity that pools money to purchase Lakeland Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Neumeier Investment Counsel Llc | 2025-03-31 | 475.1 K | Ameriprise Financial Inc | 2025-03-31 | 328.9 K | Goldman Sachs Group Inc | 2025-03-31 | 284.2 K | Fuller & Thaler Asset Management Inc | 2025-03-31 | 283.6 K | Morgan Stanley - Brokerage Accounts | 2025-03-31 | 256.2 K | Kayne Anderson Rudnick Investment Management Llc | 2025-03-31 | 241.4 K | Bank Of New York Mellon Corp | 2025-03-31 | 202.8 K | Millennium Management Llc | 2025-03-31 | 199.3 K | Timucuan Asset Management Inc/fl | 2025-03-31 | 199.1 K | Blackrock Inc | 2025-03-31 | 3.7 M | Vanguard Group Inc | 2025-03-31 | 1.9 M |
Lakeland Financial Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Lakeland Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Lakeland Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Lakeland Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Lakeland Financial Outstanding Bonds
Lakeland Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Lakeland Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Lakeland bonds can be classified according to their maturity, which is the date when Lakeland Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Pair Trading with Lakeland Financial
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Lakeland Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Lakeland Financial will appreciate offsetting losses from the drop in the long position's value.Moving together with Lakeland Stock
| 0.94 | AX | Axos Financial | PairCorr |
| 0.9 | BY | Byline Bancorp Normal Trading | PairCorr |
| 0.85 | DB | Deutsche Bank AG | PairCorr |
| 0.8 | KB | KB Financial Group | PairCorr |
| 0.78 | NU | Nu Holdings | PairCorr |
The ability to find closely correlated positions to Lakeland Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lakeland Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Lakeland Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Lakeland Financial to buy it.
The correlation of Lakeland Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Lakeland Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lakeland Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Lakeland Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lakeland Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census. To learn how to invest in Lakeland Stock, please use our How to Invest in Lakeland Financial guide.You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Is Regional Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Lakeland Financial. If investors know Lakeland will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Lakeland Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.14) | Dividend Share 1.96 | Earnings Share 3.5 | Revenue Per Share 9.197 | Quarterly Revenue Growth (0.01) |
The market value of Lakeland Financial is measured differently than its book value, which is the value of Lakeland that is recorded on the company's balance sheet. Investors also form their own opinion of Lakeland Financial's value that differs from its market value or its book value, called intrinsic value, which is Lakeland Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Lakeland Financial's market value can be influenced by many factors that don't directly affect Lakeland Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Lakeland Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Lakeland Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lakeland Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.