Lakeland Financial Stock Performance
| LKFN Stock | USD 75.85 0.47 0.62% |
On a scale of 0 to 100, Lakeland Financial holds a performance score of 7. The company secures a Beta (Market Risk) of 2.26, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Lakeland Financial will likely underperform. Please check Lakeland Financial's semi variance, and the relationship between the treynor ratio and daily balance of power , to make a quick decision on whether Lakeland Financial's current price movements will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Lakeland Financial are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very weak technical and fundamental indicators, Lakeland Financial displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 2.64 | Five Day Return 7.18 | Year To Date Return 19.09 | Ten Year Return 184.76 | All Time Return 2.4 K |
Forward Dividend Yield 0.0255 | Payout Ratio 0.4987 | Last Split Factor 3:2 | Forward Dividend Rate 1.92 | Dividend Date 2024-11-05 |
1 | Acquisition by Stephanie Leniski of 4500 shares of Lakeland Financial at 65.04 subject to Rule 16b-3 | 09/13/2024 |
2 | Lakeland Financial Reports Submission of Form 8-K - MarketBeat | 10/08/2024 |
3 | Lakeland Financial Reports Third Quarter Net Income of 23.3 Million, Organic Loan Growth of 5 percent and Organic Deposit Growth of 4 | 10/25/2024 |
| Lakeland Financial dividend paid on 5th of November 2024 | 11/05/2024 |
4 | Disposition of 150 shares by Brok Lahrman of Lakeland Financial at 75.506 subject to Rule 16b-3 | 11/06/2024 |
5 | Disposition of 802 shares by Bartels Robert E Jr of Lakeland Financial subject to Rule 16b-3 | 11/07/2024 |
6 | Disposition of 9643 shares by David Findlay of Lakeland Financial at 75.5132 subject to Rule 16b-3 | 11/12/2024 |
7 | Lakeland Financial CEO sells 728,173 in common stock | 11/13/2024 |
8 | Disposition of tradable shares by Eric Ottinger of Lakeland Financial at 73.5 subject to Rule 16b-3 | 11/15/2024 |
9 | Disposition of 59 shares by Eric Ottinger of Lakeland Financial at 73.5 subject to Rule 16b-3 | 11/18/2024 |
10 | Disposition of 1725 shares by Kristin Pruitt of Lakeland Financial subject to Rule 16b-3 | 11/19/2024 |
11 | Prospera Private Wealth LLC Makes New Investment in Lakeland Financial Co. | 11/21/2024 |
| Begin Period Cash Flow | 130.3 M |
Lakeland |
Lakeland Financial Relative Risk vs. Return Landscape
If you would invest 6,716 in Lakeland Financial on August 28, 2024 and sell it today you would earn a total of 869.00 from holding Lakeland Financial or generate 12.94% return on investment over 90 days. Lakeland Financial is currently generating 0.2219% in daily expected returns and assumes 2.4411% risk (volatility on return distribution) over the 90 days horizon. In different words, 21% of stocks are less volatile than Lakeland, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Lakeland Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lakeland Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lakeland Financial, and traders can use it to determine the average amount a Lakeland Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0909
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Estimated Market Risk
| 2.44 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Lakeland Financial is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lakeland Financial by adding it to a well-diversified portfolio.
Lakeland Financial Fundamentals Growth
Lakeland Stock prices reflect investors' perceptions of the future prospects and financial health of Lakeland Financial, and Lakeland Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lakeland Stock performance.
| Return On Equity | 0.16 | ||||
| Return On Asset | 0.0151 | ||||
| Profit Margin | 0.41 % | ||||
| Operating Margin | 0.49 % | ||||
| Current Valuation | 1.8 B | ||||
| Shares Outstanding | 25.51 M | ||||
| Price To Earning | 22.36 X | ||||
| Price To Book | 2.75 X | ||||
| Price To Sales | 7.93 X | ||||
| Revenue | 343.27 M | ||||
| Gross Profit | 235.37 M | ||||
| EBITDA | 110.33 M | ||||
| Net Income | 93.77 M | ||||
| Cash And Equivalents | 204.8 M | ||||
| Cash Per Share | 8.08 X | ||||
| Total Debt | 50 M | ||||
| Debt To Equity | 8.59 % | ||||
| Book Value Per Share | 27.41 X | ||||
| Cash Flow From Operations | 113.98 M | ||||
| Earnings Per Share | 3.85 X | ||||
| Market Capitalization | 1.92 B | ||||
| Total Asset | 6.52 B | ||||
| Retained Earnings | 692.76 M | ||||
About Lakeland Financial Performance
By examining Lakeland Financial's fundamental ratios, stakeholders can obtain critical insights into Lakeland Financial's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Lakeland Financial is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.09 | 0.08 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.14 | 0.15 |
Things to note about Lakeland Financial performance evaluation
Checking the ongoing alerts about Lakeland Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lakeland Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lakeland Financial has a poor financial position based on the latest SEC disclosures | |
| Over 86.0% of the company shares are owned by institutional investors | |
| On 5th of November 2024 Lakeland Financial paid $ 0.48 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Prospera Private Wealth LLC Makes New Investment in Lakeland Financial Co. |
- Analyzing Lakeland Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lakeland Financial's stock is overvalued or undervalued compared to its peers.
- Examining Lakeland Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lakeland Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lakeland Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Lakeland Financial's stock. These opinions can provide insight into Lakeland Financial's potential for growth and whether the stock is currently undervalued or overvalued.
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 Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
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 (0.07) | Dividend Share 1.92 | Earnings Share 3.85 | Revenue Per Share 9.447 | 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.