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LKFN Lakeland Financial Corp.

Lakeland Financial Corp. is a bank holding company, which engages in the provision of banking products and services. It offers commercial and consumer banking, trust and wealth management, brokerage, and treasury management commercial services. The company was founded on February 8, 1983 and is headquartered in Warsaw, IN.

Company profile

Ticker
LKFN
Exchange
NASDAQ
Website
www.lakecitybank.com
CEO
David M. Findlay
Employees
Incorporated in
Indiana
Location
Indiana
Fiscal year end
Dec 31
Sector
Finance > Regional Banks
Industry (SEC)
State Commercial Banks
Bank Of New York Mellon • Citizens Financial • Northern Trust • M&T Bank • State Street • Ally Financial • Popular • First Citizens BancShares • East West Bancorp • Commerce Bancshares ...
SEC CIK
0000721994
Corporate docs
IRS number
351559596

LKFN stock data

(
)

Calendar

30 Apr 20
3 Jul 20
31 Dec 20

News

Company financial data Financial data

Chart LKFN financial data
Quarter (USD) Mar 20 Dec 19 Sep 19 Jun 19
Revenue 50.44M 52.31M 54.77M 54.64M
Net income 17.3M 22.2M 21.45M 21.71M
Diluted EPS 0.67 0.86 0.83 0.85
Net profit margin 34.30% 42.43% 39.17% 39.74%
Net change in cash 33.2M -37.19M -59.8M 7.62M
Cash on hand 132.58M 99.38M 136.58M 196.37M
Annual (USD) Dec 19 Dec 18 Dec 17 Dec 16
Revenue 215.21M 985K 1.01M 928K
Net income 87.05M 80.41M 57.33M 52.08M
Diluted EPS 3.38 3.13 2.23 2.05
Net profit margin 40.45% 8164% 5699% 5613%
Net change in cash -117.54M 40.74M 8.9M 86.61M
Cash on hand 99.38M 216.92M 176.18M 167.28M

Financial data from company earnings reports

Recent insider trades

LKFN insider ownership history Insider history
Date Owner Security Transaction Code $Price #Shares $Value #Remaining
3 Jun 20 Ottinger Eric H Common Stock Sell Dispose S 45.5 2,026 92.18K 27,000
26 May 20 O'Neill Lisa M Common Stock Sell Dispose S 42 1,800 75.6K 25,425
13 May 20 M Scott Welch Common Stock Buy Aquire P 35.8922 5,000 179.46K 34,000
13 May 20 M Scott Welch Common Stock Buy Aquire P 35.95 5,000 179.75K 49,000
5 May 20 Augsburger Blake Phantom Stock Common Stock Grant Aquire A 41.2177 86 3.54K 11,949
5 May 20 Christian Darrianne P Phantom Stock Common Stock Grant Aquire A 41.2177 7 288.52 897
Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q1 2020

LKFN institutional ownership history Ownership history
76.6% owned by funds/institutions
13F holders
 Current Prev Q Change
Total holders 135 142 -4.9%
Opened positions 17 19 -10.5%
Closed positions 24 17 +41.2%
Increased positions 60 64 -6.3%
Reduced positions 42 37 +13.5%
13F shares
 Current Prev Q Change
Total value 6.48B 7.57B -14.4%
Total shares 19.34M 19.68M -1.7%
Total puts 0 0 –
Total calls 0 0 –
Total put/call ratio – – –
Largest owners
 Shares Value Change
BLK BlackRock 2M $73.5M +5.0%
BEN Franklin Resources 1.83M $67.37M +0.5%
Vanguard 1.27M $46.82M +1.9%
Victory Capital Management 1.27M $46.49M +7.7%
GS The Goldman Sachs Group, Inc. 1.17M $42.93M +1.5%
Massachusetts Financial Services 1.09M $40.21M +1.1%
Dimensional Fund Advisors 1.02M $37.57M -0.7%
NEU Neuberger Berman 998.39K $36.69M -2.5%
NTRS Northern Trust 676.04K $24.85M -1.0%
STT State Street 527.83K $19.4M -2.6%
Largest transactions
 Shares Bought/sold Change
Vaughan Nelson Investment Management 0 -672.56K EXIT
SF Stifel Financial 17.4K -186.74K -91.5%
SAMG Silvercrest Asset Management 177.9K +177.9K NEW
Ziegler Capital Management 156.47K +156.47K NEW
FMR 84.84K -111.25K -56.7%
BLK BlackRock 2M +95K +5.0%
Victory Capital Management 1.27M +90.7K +7.7%
Fuller & Thaler Asset Management 489.04K +76.3K +18.5%
AMP Ameriprise Financial 383.25K +76.05K +24.8%
Natixis Advisors 0 -59.68K EXIT
Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

?
Management Discussion
  • See reconciliation on the next page.
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. freshman Avg
New words: accurate, addressed, advance, Aid, ASC, ascertain, attributed, automatically, automotive, Ban, began, bill, boating, bound, broaden, brought, cap, categorize, cautioned, clarify, clarifying, Cloud, compression, concurrently, Confirmed, contact, contingent, contract, create, curtailment, cybersecurity, delay, delayed, depth, description, digital, disaster, disease, drawn, drew, effort, element, elevated, eligibility, email, enacted, encounter, encouraged, enroll, entertainment, environmental, Essential, evolve, evolved, evolving, exceed, Facilitation, facility, fallback, familiarity, fewer, FHLB, floor, fluctuate, forced, forgiven, forward, Framework, franchise, Friday, gas, guarantee, hierarchy, highest, hosting, hotel, Incident, incorrect, indirect, Inline, installment, intensity, interagency, interchange, internet, intraperiod, investee, IRS, IRT, Joint, landscape, language, lapse, lead, leadership, lender, license, line, living, lobby, magnitude, meaningful, media, merchant, mobile, morning, narrative, newly, nominal, nursing, objective, oil, online, organization, outbreak, outlined, outreach, ownership, pandemic, paycheck, peak, personnel, pipeline, postponement, postretirement, PPP, Pretax, Prime, proactive, procedure, progression, prolonged, protracted, prove, publicly, putable, quickly, ran, range, rapidly, reader, reauthorized, recession, recipient, recourse, recreation, recreational, redemption, relaxation, relief, remote, remove, removing, repaid, retroactive, revised, Saturday, SBA, separate, serve, shopping, site, SOFR, software, spread, strong, substantially, Subtopic, subtracting, suspension, Team, temporarily, Topic, Traditionally, trailer, transparent, trillion, truck, trucking, Trump, unavailable, underwriting, unemployment, unfunded, uninterrupted, universe, unpaid, unusual, upcoming, vehicle, website, whichever, widespread, window, Workforce, World, worldwide, worsen, XBRL, Zelle
Removed: advisory, calculating, collateralized, Commission, expansion, freezing, holder, issuance, leasing, loaded, merit, mitigated, mitigating, occupying, opening, originally, partial, periodic, premium, prospective, purpose, refer, registration, replaced, safekeeping, September, SERP, solution, stability, staffing, standing, subjectively, substitute, Targeted, testing, validate, validation, withdraw
From filing 10-Q 2020 Q1

Financial reports

View all
10-Q
2020 Q1
Quarterly report
30 Apr 20
10-K
2019 FY
Annual report
24 Feb 20
10-Q
2019 Q3
Quarterly report
1 Nov 19
10-Q
2019 Q2
Quarterly report
9 Aug 19
10-Q
2019 Q1
Quarterly report
3 May 19
10-K
2018 FY
Annual report
28 Feb 19
10-Q
2018 Q3
Quarterly report
5 Nov 18
10-Q
2018 Q2
Quarterly report
3 Aug 18
10-Q
2018 Q1
Quarterly report
7 May 18
10-K
2017 FY
Annual report
1 Mar 18

Current reports

View all
8-K
A Proven History of Shareholder Value Creation And Commitment to Our Communities 1 st Quarter 2020 Lakeland Financial Corporation LKFN LISTED
5 May 20
8-K
Results of Operations and Financial Condition
27 Apr 20
8-K
Submission of Matters to a Vote of Security Holders
16 Apr 20
8-K
Regulation FD Disclosure
14 Apr 20
8-K
Other Events
25 Mar 20
8-K
Other Events
11 Mar 20
8-K
Results of Operations and Financial Condition
27 Jan 20
8-K
Regulation FD Disclosure
14 Jan 20
8-K
Other Events
19 Nov 19
8-K
Departure of Directors or Certain Officers
8 Nov 19

Registration and prospectus

View all
S-8
Registration of securities for employees
13 Apr 17
S-8
Registration of securities for employees
9 Jul 13
424B1
Prospectus with pricing info
13 Nov 09
S-1/A
IPO registration (amended)
9 Nov 09
S-1/A
IPO registration (amended)
4 Nov 09
S-1
IPO registration
26 Oct 09
S-8
Registration of securities for employees
14 May 08
S-8
Registration of securities for employees
19 Jul 06
S-8
Registration of securities for employees
16 Dec 05
S-8
Registration of securities for employees
23 Oct 00

Proxies

View all
DEFA14A
Additional proxy soliciting materials
25 Mar 20
DEFA14A
Additional proxy soliciting materials
5 Mar 20
DEF 14A
Definitive proxy
5 Mar 20
PRE 14A
Preliminary proxy
24 Feb 20
DEFA14A
Additional proxy soliciting materials
28 Feb 19
DEF 14A
Definitive proxy
28 Feb 19
DEF 14A
Definitive proxy
1 Mar 18
DEFA14A
Additional proxy soliciting materials
1 Mar 18
DEFA14A
Additional proxy soliciting materials
22 Mar 17
DEF 14A
Definitive proxy
1 Mar 17

Other

View all
EFFECT
Notice of effectiveness
12 Nov 09
CORRESP
Correspondence with SEC
10 Nov 09
CORRESP
Correspondence with SEC
10 Nov 09
CORRESP
Correspondence with SEC
9 Nov 09
UPLOAD
Letter from SEC
6 Nov 09
CORRESP
Correspondence with SEC
4 Nov 09
UPLOAD
Letter from SEC
2 Nov 09
UPLOAD
Letter from SEC
28 Oct 09
CORRESP
Correspondence with SEC
27 Oct 09
CORRESP
Correspondence with SEC
2 Oct 09

Ownership

View all
4
LAKELAND FINANCIAL / Eric H Ottinger ownership change
4 Jun 20
4
LAKELAND FINANCIAL / Lisa M O'Neill ownership change
27 May 20
4
LAKELAND FINANCIAL / M SCOTT WELCH ownership change
13 May 20
4
LAKELAND FINANCIAL / M SCOTT WELCH ownership change
6 May 20
4
LAKELAND FINANCIAL / Ronald Truex ownership change
6 May 20
4
LAKELAND FINANCIAL / Bradley J Toothaker ownership change
6 May 20
4
LAKELAND FINANCIAL / Brian J Smith ownership change
6 May 20
4
LAKELAND FINANCIAL / EMILY E PICHON ownership change
6 May 20
4
LAKELAND FINANCIAL / THOMAS HIATT ownership change
6 May 20
4
LAKELAND FINANCIAL / Daniel F Evans ownership change
6 May 20