LendingClub Corporation (LC) reported fourth-quarter 2025 results highlighting strong year-over-year improvements in profitability.
Balance sheet and cash-flow highlights:
Estimates and market reaction:
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
LendingClub Corporation Insider Trading Activity
LendingClub Corporation insiders have traded $LC stock on the open market 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $LC stock by insiders over the last 6 months:
- SCOTT SANBORN (CEO) has made 0 purchases and 3 sales selling 90,000 shares for an estimated $1,589,304.
- ANNIE ARMSTRONG (Chief Risk Officer) has made 0 purchases and 8 sales selling 39,996 shares for an estimated $725,392.
- ANDREW LABENNE (Chief Financial Officer) has made 0 purchases and 2 sales selling 38,858 shares for an estimated $655,159.
- ERIN SELLECK has made 0 purchases and 2 sales selling 4,780 shares for an estimated $86,733.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
LendingClub Corporation Hedge Fund Activity
We have seen 126 institutional investors add shares of LendingClub Corporation stock to their portfolio, and 113 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AZORA CAPITAL LP added 1,723,658 shares (+258.2%) to their portfolio in Q3 2025, for an estimated $26,182,365
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,669,018 shares (+inf%) to their portfolio in Q3 2025, for an estimated $25,352,383
- ASSENAGON ASSET MANAGEMENT S.A. removed 1,630,513 shares (-76.8%) from their portfolio in Q4 2025, for an estimated $30,881,916
- WELLINGTON MANAGEMENT GROUP LLP added 1,261,861 shares (+18.8%) to their portfolio in Q3 2025, for an estimated $19,167,668
- POINT72 ASSET MANAGEMENT, L.P. added 861,957 shares (+inf%) to their portfolio in Q3 2025, for an estimated $13,093,126
- LONG FOCUS CAPITAL MANAGEMENT, LLC removed 810,725 shares (-40.3%) from their portfolio in Q3 2025, for an estimated $12,314,912
- BASSWOOD CAPITAL MANAGEMENT, L.L.C. added 698,552 shares (+526.1%) to their portfolio in Q3 2025, for an estimated $10,611,004
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
LendingClub Corporation Analyst Ratings
Wall Street analysts have issued reports on $LC in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citizens issued a "Market Outperform" rating on 11/10/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 11/07/2025
- BTIG issued a "Buy" rating on 11/06/2025
- JP Morgan issued a "Overweight" rating on 10/23/2025
- Piper Sandler issued a "Overweight" rating on 10/23/2025
To track analyst ratings and price targets for LendingClub Corporation, check out Quiver Quantitative's $LC forecast page.
LendingClub Corporation Price Targets
Multiple analysts have issued price targets for $LC recently. We have seen 6 analysts offer price targets for $LC in the last 6 months, with a median target of $22.5.
Here are some recent targets:
- Reginald Smith from JP Morgan set a target price of $25.0 on 12/04/2025
- David M. Scharf from Citizens set a target price of $23.0 on 11/10/2025
- Timothy Switzer from Keefe, Bruyette & Woods set a target price of $22.0 on 11/07/2025
- John Rowan from Janney Montgomery Scott set a target price of $20.0 on 11/06/2025
- Vincent Caintic from BTIG set a target price of $26.0 on 11/06/2025
- Brad Capuzzi from Piper Sandler set a target price of $20.0 on 10/23/2025
