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JPMorgan sees Live Oak cost discipline driving stock growth

EditorEmilio Ghigini
Published 07/26/2024, 06:47 AM
LOB
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On Friday, JPMorgan updated its outlook on Live Oak Bancshares (NYSE: NYSE:LOB) stock, increasing the price target to $55 from $45 while maintaining an Overweight rating.

The adjustment follows Live Oak's second quarter 2024 report, which revealed a core earnings per share (EPS) of $0.56, surpassing expectations due to lower than anticipated expenses. The bank's effective cost management was highlighted, with expenses remaining stable compared to the previous year, despite the addition of 20 lending-related employees.

The bank's revenue grew by 10% in the first half of the year, demonstrating significant positive operating leverage. Live Oak Bancshares also reported a near-record $1.2 billion in loan originations for the second quarter of 2024. The robust loan pipeline is anticipated to support further loan growth and gain on sale income in future quarters.

While the net interest margin (NIM) saw a slight contraction of 5 basis points in the quarter, the bank is expected to experience NIM expansion through the remainder of the year, albeit the target NIM range of 3.50-3.75% is now projected to be reached in 2025.

The analyst noted that the Federal Reserve's anticipated interest rate cuts could serve as a positive catalyst for Live Oak's shares. The bank's liability-sensitive balance sheet is likely to benefit from lower short-term rates, especially since Live Oak's market-rate deposits cost more than its peers', offering greater potential for rate reductions.

Live Oak's growth prospects appear strong, with the bank investing in several initiatives such as embedded banking, business checking, small dollar SBA loans, additional revenue producers, and artificial intelligence applications.

Despite trading at 15 times the estimated 2025 earnings and 2.0 times the estimated 2024 tangible book value (TBV)—which is below its historical average valuations of 2.5 times TBV—the bank is viewed as a compelling investment opportunity. The bank's long-term growth narrative is considered to remain intact post-second quarter performance.

In other recent news, Live Oak Bancshares reported its Q1 results for 2024, noting a decrease in loan originations to $805 million, but a record-high pipeline for future loans suggests potential growth. The company's earnings per share (EPS) were reported at $0.36, while deposits saw a 10% increase, reaching $10.5 billion, largely due to business deposits. Live Oak Bancshares anticipates improvements in net interest income and margin throughout the year, backed by their efficient, branchless funding model.

The company has made significant investments in technology to automate loan processes, demonstrating a strong commitment to improving customer experience. Despite the decrease in loan originations, the company remains optimistic, expecting stronger volume in the Small Business Administration (SBA) and specialty finance sectors in Q2.

Live Oak Bancshares is actively hiring revenue generators and forecasts high-single-digit expense growth for 2024. The company projects high-single-digit growth for 2024, with potential low-single-digit growth if more revenue generators are hired. These are recent developments in the company's operations, signifying a strategic focus on growth and efficiency.

InvestingPro Insights

Following JPMorgan's optimistic outlook on Live Oak Bancshares, real-time data from InvestingPro further underscores the bank's financial stability and growth potential. With a Price/Earnings (P/E) ratio of 20.06, Live Oak Bancshares trades at a valuation that suggests investor confidence in its earnings capacity. The bank's strong revenue growth of 14.14% over the last twelve months as of Q2 2024, coupled with an impressive 18.98% quarterly revenue growth, reflects its robust operational performance.

InvestingPro Tips indicate that Live Oak Bancshares has maintained dividend payments for 10 consecutive years, a testament to its financial resilience and commitment to shareholder returns. Additionally, the bank's stock has experienced a strong return over the last month, with a price total return of 32.36%, highlighting the positive market reception to its recent performance.

For investors looking to delve deeper into Live Oak Bancshares' financials and growth prospects, InvestingPro offers additional insights and tips. Use the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, and gain access to the full suite of InvestingPro Tips, including several more that are relevant to LOB's financial outlook.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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