LendingClub Corporation (ticker: LC) reported first-quarter 2026 revenue of $252.3 million, up 272.3% year-over-year, slightly below the consensus revenue estimate of $256.6 million. Diluted earnings per share came in at $0.44, beating the estimate of $0.37.
On the cash-flow and balance-sheet side, the company showed significant operating cash outflow for the quarter, a sizable cash balance, and an increase in liabilities year-over-year.
Following the release, LendingClub (LC) shares were up 15.25% since market close.
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 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $LC stock by insiders over the last 6 months:
- ANNIE ARMSTRONG (Chief Risk Officer) has made 0 purchases and 6 sales selling 29,330 shares for an estimated $543,305.
- ERIN SELLECK has made 0 purchases and 2 sales selling 4,780 shares for an estimated $83,482.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
LendingClub Corporation Hedge Fund Activity
We have seen 120 institutional investors add shares of LendingClub Corporation stock to their portfolio, and 119 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FULLER & THALER ASSET MANAGEMENT, INC. added 3,356,936 shares (+inf%) to their portfolio in Q4 2025, for an estimated $63,580,367
- AZORA CAPITAL LP removed 1,854,613 shares (-77.6%) from their portfolio in Q4 2025, for an estimated $35,126,370
- BALYASNY ASSET MANAGEMENT L.P. removed 1,794,474 shares (-90.4%) from their portfolio in Q4 2025, for an estimated $33,987,337
- SENVEST MANAGEMENT, LLC removed 1,097,263 shares (-20.3%) from their portfolio in Q4 2025, for an estimated $20,782,161
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,080,440 shares (-64.7%) from their portfolio in Q4 2025, for an estimated $20,463,533
- FMR LLC added 893,483 shares (+3681.6%) to their portfolio in Q4 2025, for an estimated $16,922,568
- PRICE T ROWE ASSOCIATES INC /MD/ removed 765,526 shares (-86.0%) from their portfolio in Q4 2025, for an estimated $14,499,062
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
LendingClub Corporation Analyst Ratings
Wall Street analysts have issued reports on $LC in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 01/29/2026
- Citizens issued a "Market Outperform" rating on 11/10/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 11/07/2025
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 5 analysts offer price targets for $LC in the last 6 months, with a median target of $23.0.
Here are some recent targets:
- Vincent Caintic from BTIG set a target price of $26.0 on 01/29/2026
- 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
