LendingClub Corporation (NYSE:LC) Given Consensus Rating of "Moderate Buy" by Brokerages

Key Points

• Moderate Buy consensus from 10 analysts (six buys, four holds) with an average 1‑year target of $22.00 and notable price objectives including $23 (Piper Sandler) and $26 (BTIG).
• Beat Q4 estimates with $0.35 EPS vs. $0.34 expected and $266.5M revenue (up 22.7% YoY), and management issued FY2026 guidance of $1.65–$1.80 EPS and Q1 guidance of $0.34–$0.39.
• Shares recently traded near $17.44 with a market cap of ~$2.01B and a P/E of 15.16 (12‑month range $9.00–$21.67); institutional investors own ~74.1% while insiders own ~3.19% and a director sold 2,390 shares in March.

Shares of LendingClub Corporation (NYSE:LC - Get Free Report) have been given an average recommendation of "Moderate Buy" by the ten analysts that are covering the company, Marketbeat Ratings reports. Four research analysts have rated the stock with a hold recommendation and six have issued a buy recommendation on the company. The average 1 year target price among analysts that have updated their coverage on the stock in the last year is $22.00.

Several analysts have issued reports on the company. Piper Sandler restated an "overweight" rating and issued a $23.00 price objective on shares of LendingClub in a research note on Thursday, January 29th. Weiss Ratings restated a "hold (c)" rating on shares of LendingClub in a research note on Monday, December 29th. BTIG Research restated a "buy" rating and issued a $26.00 price objective on shares of LendingClub in a research note on Thursday, January 29th. Zacks Research lowered LendingClub from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 30th. Finally, Wall Street Zen lowered LendingClub from a "buy" rating to a "hold" rating in a research note on Sunday, February 15th.

LendingClub Stock Up 0.7%

NYSE:LC opened at $17.44 on Friday. The stock's 50 day moving average price is $15.21 and its two-hundred day moving average price is $17.17. The firm has a market capitalization of $2.01 billion, a price-to-earnings ratio of 15.16 and a beta of 1.95. LendingClub has a 12-month low of $9.00 and a 12-month high of $21.67.

LendingClub (NYSE:LC - Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The credit services provider reported $0.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.34 by $0.01. The firm had revenue of $266.47 million for the quarter, compared to analyst estimates of $262.88 million. LendingClub had a return on equity of 9.47% and a net margin of 13.58%.The business's revenue for the quarter was up 22.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.08 earnings per share. LendingClub has set its FY 2026 guidance at 1.650-1.800 EPS and its Q1 2026 guidance at 0.340-0.390 EPS. Equities research analysts expect that LendingClub will post 1.72 EPS for the current year.

Insider Activity at LendingClub

In other news, Director Erin Selleck sold 2,390 shares of the company's stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $15.46, for a total value of $36,949.40. Following the transaction, the director owned 78,767 shares of the company's stock, valued at approximately $1,217,737.82. This represents a 2.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 3.19% of the company's stock.

Hedge Funds Weigh In On LendingClub

Several institutional investors and hedge funds have recently made changes to their positions in the company. Mitsubishi UFJ Asset Management Co. Ltd. grew its position in shares of LendingClub by 3.5% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 23,482 shares of the credit services provider's stock valued at $357,000 after purchasing an additional 793 shares during the last quarter. Osaic Holdings Inc. grew its position in shares of LendingClub by 8.8% in the second quarter. Osaic Holdings Inc. now owns 13,354 shares of the credit services provider's stock valued at $160,000 after purchasing an additional 1,084 shares during the last quarter. Jones Financial Companies Lllp grew its position in shares of LendingClub by 46.7% in the third quarter. Jones Financial Companies Lllp now owns 4,051 shares of the credit services provider's stock valued at $67,000 after purchasing an additional 1,290 shares during the last quarter. ProShare Advisors LLC grew its position in shares of LendingClub by 6.9% in the fourth quarter. ProShare Advisors LLC now owns 20,704 shares of the credit services provider's stock valued at $392,000 after purchasing an additional 1,335 shares during the last quarter. Finally, SBI Securities Co. Ltd. grew its position in shares of LendingClub by 13.8% in the fourth quarter. SBI Securities Co. Ltd. now owns 13,533 shares of the credit services provider's stock valued at $256,000 after purchasing an additional 1,645 shares during the last quarter. Institutional investors and hedge funds own 74.08% of the company's stock.

LendingClub Company Profile

LendingClub Corporation operates an online lending marketplace that connects borrowers seeking personal and small business credit with individual and institutional investors. The platform leverages technology to streamline the loan application and underwriting process, offering unsecured personal loans, auto refinancing, and small business loans. In addition to lending products, LendingClub provides high-yield savings accounts and certificates of deposit through its banking charter, following its acquisition of Radius Bank in 2021.

Founded in 2006 by Renaud Laplanche, LendingClub pioneered peer-to-peer lending in the United States, helping to democratize access to credit and investment opportunities.

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