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LKFN

Lakeland Financial Corporation

LKFN

NASDAQ·Financial Services·Banks - Regional·Mkt cap $1.5B

$60.57

+0.90%

P/E

13.86

Mkt Cap

$1.5B

52-Wk Range

$54.36–$68.40

52-Week Range

$54.36 - $68.40

P/E

13.86

Fwd P/E

13.82

Beta

0.70

Div Yield

3.40%

Avg Vol

189.7K

Shares Out

26.1M

Mkt Cap

$1.5B

Price action

Price chart

Down 10.9% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • 150+ year operating history and strong community relationships in Indiana markets
  • Diversified revenue streams across lending, deposits, wealth management, and fee-based services
  • Established presence with 51 offices across 15 counties providing local market expertise
  • Specialized lending capabilities in agriculture, manufacturing, and commercial real estate sectors
  • Integrated digital banking platform with mobile and online treasury management solutions

Bear Case

2 risks

  • Low volatility (beta 0.7).
  • Growth premium of 1.2x vs Commercial Banking peers. Reasonable for this growth rate.

Growth

Revenue decline expected

Expansion of commercial lending portfolio in growing Indiana markets

Value

Growth premium of 1.2x vs Commercial Banking peers. Reasonable for this growth rate.

Momentum

Stable

+1.5% over 3m

Quality

Excellent

High-growth business (45% revenue growth, 64% gross margin). Profitable with strong growth momentum.

Dividend

Solid

3.40% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 26, 2026

Q3 26 RECAP

JUL 27, 2026

Reported EPS of $1.13 vs $1.08 consensus (+4.6% surprise). Revenue of $70.9M vs $72.1M expected (-1.7%).

EPS beat +4.6%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+4.6%

Revenue trend · last 8Q

+6%

-3%

+13%

+10%

+64%

+2%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$61.2M

$63.6M

$63.8M

$105.9M

$107.8M

$106.6M

$104.9M

$107.7M

Margins · last 8Q

Gross

64.2%

Operating

32.4%

Profit

26.4%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

vs Industry

How LKFN stacks vs Banks - Regional

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.