LKFN
LAKELAND FINANCIAL CORP
$59.77
+2.57%
$1.5B
No data for this timeframe.
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Inst. Holders8 funds
Inst. Value$233.1M
Inst. Activity4 buys / 0 sells
Insider Activity3B / 6S
Insider Net $$581.1K
SEC Reports6
Recent Activity
May 6, 2026
SEC
A cluster of insider transactions at Lakeland Financial shows minimal net selling of $133K, primarily from an EVP's open
CLUSTER — Impact 2/10
May 6, 2026
Insider
ROSS STEVEN D sold 1,281 shares
Director @ $62.50 ($80.1K)
May 5, 2026
Insider
Smith Brian J sold 176 shares
Director @ $61.92 ($10.9K)
May 5, 2026
Insider
Truex Melinda Jo sold 88 shares
Director @ $61.92 ($5.4K)
Apr 27, 2026
SEC
Lakeland Financial Corporation released its first-quarter 2026 investor presentation, highlighting strong financial perf
8-K — Impact 7/10
Apr 27, 2026
SEC
Lake City Bank (LKFN) reported strong Q1 2026 earnings with diluted EPS of $1.04, a 33% year-over-year increase and a 14
PRESS-RELEASE — Impact 7/10
Inst.
MORGAN STANLEY — ADD
254,055 shares ($14.5M)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
180,881 shares ($10.3M)
Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$65.50 (Jan 2026)
Current $59.77
Low $64.00
Median $65.50
High $67.00
4 analysts
$64.00
$67.00
Analyst Ratings
0Strong Buy
0Buy
6Hold
1Sell
2Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 7, 2026 | Hovde Group | DOWNGRADE | Outperform → Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.09 ▲ +1.1% | $1.06 — $1.12 | 5% YoY | 4 |
| Next Q | $1.09 | $1.06 — $1.12 | 6% YoY | 4 |
| Current FY | $4.34 ▲ +1.1% | $4.30 — $4.37 | 8% YoY | 4 |
| Next FY | $4.53 | $4.48 — $4.55 | 4% YoY | 4 |
Latest Reports
NEUTRAL
CLUSTER
2/10
A cluster of insider transactions at Lakeland Financial shows minimal net selling of $133K, primarily from an EVP's open
May 6, 2026
BULLISH
8-K
7/10
Lakeland Financial Corporation released its first-quarter 2026 investor presentation, highlighting strong financial perf
Apr 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $107.7M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $59.9M | NEW |
| BANK OF AMERICA CORP | $17.5M | ADD |
| MORGAN STANLEY | $14.5M | ADD |
| FMR LLC | $11.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 6, 2026 | ROSS STEVEN | SELL | $80.1K |
| May 5, 2026 | Smith Brian | A | $10.9K |
| May 5, 2026 | Truex Melinda | A | $5.4K |
| May 5, 2026 | WELCH M | A | $31.6K |
| May 5, 2026 | Starr Daniel | A | $247.69 |
8 institutional holders with $233.1M total value (4,084,552 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, BANK. Net buying activity: 4 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1,887,812 | $107.7M | 46.2% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,049,197 | $59.9M | 25.7% | NEW |
| 3 | BANK OF AMERICA CORP /DE/ | 306,826 | $17.5M | 7.5% | ADD +68.8% |
| 4 | MORGAN STANLEY | 254,055 | $14.5M | 6.2% | ADD +38.9% |
| 5 | FMR LLC | 194,183 | $11.1M | 4.8% | — |
| 6 | TWO SIGMA INVESTMENTS, LP | 180,881 | $10.3M | 4.4% | ADD +61.2% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 130,229 | $7.4M | 3.2% | DOUBLED +122.2% |
| 8 | WELLS FARGO & COMPANY/MN | 81,369 | $4.6M | 2.0% | ADD +25.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 182,918 | 254,055 | +38.9% | $14.5M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 112,197 | 180,881 | +61.2% | $10.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 58,622 | 130,229 | +122.2% | $7.4M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 65,048 | 81,369 | +25.1% | $4.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 190,134 | 321,031 | +68.8% | $20.6M | 2025-Q3 |
| UBS Group AG | ADD | 62,699 | 79,804 | +27.3% | $5.1M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 107,423 | 65,048 | -39.4% | $4.2M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 137,576 | 190,134 | +38.2% | $11.7M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 67,428 | 130,488 | +93.5% | $8.0M | 2025-Q2 |
| UBS Group AG | ADD | 42,283 | 62,699 | +48.3% | $3.9M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 98,365 | 140,527 | +42.9% | $8.4M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 49,084 | 87,171 | +77.6% | $5.2M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 82,451 | — | $4.9M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 6,839 | 67,428 | +885.9% | $4.0M | 2025-Q1 |
| UBS Group AG | ADD | 21,416 | 39,504 | +84.5% | $2.7M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 11,751 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 902,968 | — | $58.8M | 2024-Q3 |
21 unique insiders with 9 transactions. Net insider value: $581.1K ($1.4M bought, $837.9K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 6, 2026 | ROSS STEVEN D | Director | SELL | 1,281 | $62.50 | $80.1K |
| May 5, 2026 | Smith Brian J | Director | A | 176 | $61.92 | $10.9K |
| May 5, 2026 | Truex Melinda Jo | Director | A | 88 | $61.92 | $5.4K |
| May 5, 2026 | WELCH M SCOTT | Director | A | 510 | $61.92 | $31.6K |
| May 5, 2026 | Starr Daniel Brian | Director | A | 4 | $61.92 | $247.69 |
| May 5, 2026 | Abbasi Faraz | Director | A | 21 | $61.92 | $1.3K |
| May 5, 2026 | PICHON EMILY E | Director | A | 7 | $61.92 | $433.45 |
| May 5, 2026 | ROSS STEVEN D | Director | SELL | 19 | $62.50 | $1.2K |
| May 5, 2026 | Christian Darrianne P | Director | A | 46 | $61.92 | $2.8K |
| May 5, 2026 | Augsburger Blake | Director | A | 163 | $61.92 | $10.1K |
| May 5, 2026 | Toothaker Bradley J | Director | A | 160 | $61.92 | $9.9K |
| May 1, 2026 | Ottinger Eric H | Executive Vice President | SELL | 2,136 | $61.49 | $131.3K |
| Mar 12, 2026 | WELCH M SCOTT | Director | BUY | 10,000 | $56.23 | $562.3K |
| Mar 9, 2026 | WELCH M SCOTT | Director | BUY | 5,000 | $55.45 | $277.3K |
| Feb 27, 2026 | WELCH M SCOTT | Director | BUY | 10,000 | $57.95 | $579.5K |
| Feb 23, 2026 | Toothaker Bradley J | Director | SELL | 5,685 | $58.36 | $331.8K |
| Feb 5, 2026 | Christian Darrianne P | Director | A | 45 | $62.10 | $2.8K |
| Feb 5, 2026 | Toothaker Bradley J | Director | A | 158 | $62.10 | $9.8K |
| Feb 5, 2026 | Augsburger Blake | Director | A | 160 | $62.10 | $9.9K |
| Feb 5, 2026 | WELCH M SCOTT | Director | A | 505 | $62.10 | $31.4K |
| Feb 5, 2026 | Smith Brian J | Director | A | 173 | $62.10 | $10.7K |
| Feb 5, 2026 | Abbasi Faraz | Director | A | 21 | $62.10 | $1.3K |
| Feb 5, 2026 | Starr Daniel Brian | Director | A | 3 | $62.10 | $186.30 |
| Feb 5, 2026 | PICHON EMILY E | Director | A | 8 | $62.10 | $496.80 |
| Feb 5, 2026 | Truex Melinda Jo | Director | A | 87 | $62.10 | $5.4K |
| Feb 4, 2026 | FINDLAY DAVID M | CEO | SELL | 3,000 | $63.02 | $189.1K |
| Feb 4, 2026 | Leniski Stephanie R | Executive Vice President | SELL | 1,665 | $62.76 | $104.5K |
| Feb 3, 2026 | Ottinger Eric H | Executive Vice President | A | 2,600 | $0.00 | $0.00 |
| Feb 3, 2026 | Hurford Jennifer M | SVP & Treasurer | A | 540 | $0.00 | $0.00 |
| Feb 3, 2026 | FINDLAY DAVID M | CEO | A | 6,400 | $0.00 | $0.00 |
| Feb 3, 2026 | Clark Kyra E | Senior Vice President | A | 1,802 | $0.00 | $0.00 |
| Feb 3, 2026 | Pruitt Kristin | President | A | 4,000 | $0.00 | $0.00 |
| Feb 3, 2026 | Leniski Stephanie R | Executive Vice President | A | 2,600 | $0.00 | $0.00 |
| Feb 3, 2026 | O'Neill Lisa M | EVP & CFO | A | 2,600 | $0.00 | $0.00 |
| Feb 3, 2026 | Gutman Carrie | Senior Vice President | A | 1,620 | $0.00 | $0.00 |
| Feb 3, 2026 | Lahrman Brok A | SVP, Chief Accounting Officer | A | 740 | $0.00 | $0.00 |
| Feb 3, 2026 | Donovan James Rickard | SVP, General Counsel | A | 1,802 | $0.00 | $0.00 |
| Feb 3, 2026 | Robinson-Gay Donald | Senior Vice President | A | 2,800 | $0.00 | $0.00 |
| Feb 2, 2026 | Ottinger Eric H | Executive Vice President | A | 2,047 | $0.00 | $0.00 |
| Feb 2, 2026 | Ottinger Eric H | Executive Vice President | F | 1,536 | $60.76 | $93.3K |
| Feb 2, 2026 | Hurford Jennifer M | SVP & Treasurer | A | 425 | $0.00 | $0.00 |
| Feb 2, 2026 | Hurford Jennifer M | SVP & Treasurer | F | 280 | $60.76 | $17.0K |
| Feb 2, 2026 | FINDLAY DAVID M | CEO | A | 5,040 | $0.00 | $0.00 |
| Feb 2, 2026 | FINDLAY DAVID M | CEO | F | 4,000 | $60.76 | $243.0K |
| Feb 2, 2026 | Clark Kyra E | Senior Vice President | A | 1,275 | $0.00 | $0.00 |
| Feb 2, 2026 | Clark Kyra E | Senior Vice President | F | 1,045 | $60.76 | $63.5K |
| Feb 2, 2026 | Pruitt Kristin | President | A | 2,047 | $0.00 | $0.00 |
| Feb 2, 2026 | Pruitt Kristin | President | F | 1,616 | $60.76 | $98.2K |
| Feb 2, 2026 | Leniski Stephanie R | Executive Vice President | A | 1,417 | $0.00 | $0.00 |
| Feb 2, 2026 | Leniski Stephanie R | Executive Vice President | F | 792 | $60.76 | $48.1K |
6 SEC filing reports analyzed. Sentiment: 4 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.7/10.
NEUTRAL
CLUSTER
2/10
A cluster of insider transactions at Lakeland Financial shows minimal net selling of $133K, primaril
May 6, 2026
BULLISH
8-K
7/10
Lakeland Financial Corporation released its first-quarter 2026 investor presentation, highlighting s
Apr 27, 2026
BULLISH
PRESS-RELEASE
7/10
Lake City Bank (LKFN) reported strong Q1 2026 earnings with diluted EPS of $1.04, a 33% year-over-ye
Apr 27, 2026
BULLISH
8-K
8/10
Lakeland Financial reported strong Q1 2026 earnings with diluted EPS of $1.04, a 33% increase year-o
Apr 27, 2026
NEUTRAL
8-K
3/10
Lakeland Financial Corporation declared a quarterly cash dividend of $0.52 per share, payable on May
Apr 14, 2026
BULLISH
CLUSTER
7/10
Two insiders at Lakeland Financial Corp traded shares within the past week: CEO M. Scott Welch bough
Feb 27, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jan 2026): 0% buy across 9 analysts — 0 strong buy, 0 buy, 6 hold, 1 sell, 2 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$65.50 mean target (Jan 2026)
$64.00 Low
$67.00 High
| Metric | Value |
|---|---|
| Current Price | $59.77 |
| Target Low | $64.00 |
| Target Mean | $65.50 |
| Target Median | $65.50 |
| Target High | $67.00 |
| # Analysts | 4 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.09 | $1.06 | $1.12 | 4.6% | +1.1% | 1↑ 2↓ | $0.1B | 7.1% | 4 |
| Next Q 2026-09-30 |
$1.09 | $1.06 | $1.12 | 6.3% | +0.1% | 0↑ 2↓ | $0.1B | 5.7% | 4 |
| Current FY 2026-12-31 |
$4.34 | $4.30 | $4.37 | 8.3% | +1.1% | 2↑ 1↓ | $0.3B | 6.7% | 4 |
| Next FY 2027-12-31 |
$4.53 | $4.48 | $4.55 | 4.2% | -0.1% | 1↑ 2↓ | $0.3B | 4.8% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.087 | |
| 7d ago | $1.085 | +0.002 |
| 30d ago | $1.076 | +0.011 |
| 60d ago | $1.072 | +0.015 |
| 90d ago | $1.072 | +0.015 |
1 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 7, 2026 | Hovde Group | DOWNGRADE | Outperform | Market Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 0 | 0 | 6 | 1 | 2 | 0% | |
| Apr 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Mar 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Feb 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% | |
| Jan 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 27, 2026
earnings
Lakeland Financial Reports Record First Quarter Performance; Loan Growth of 5% and Revenue Growth of 9% Contribute to 32% Increase in Net Income to $26.5 Million
<p>WARSAW, Ind., April 27, 2026 (GLOBE NEWSWIRE) -- Lakeland Financial Corporation (Nasdaq Global Select/LKFN), parent company of Lake City Bank, to
Apr 27, 2026
earnings_calendar
LKFN Q1 2026 Earnings Scheduled — 2026-04-27