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LendingClub Q4 Earnings Call Highlights
defenseworld.net

LendingClub Q4 Earnings Call Highlights

LendingClub (NYSE: LC) executives highlighted strong growth, improving profitability, and continued credit outperformance on the company's fourth-quarter 2025 earnings call, while also providing detailed commentary on an accounting shift to the fair value option and 2026 guidance. Q4 and full-year performance CEO Scott Sanborn said the company "had a strong close" to what he described as

LendingClub: Irrational Earnings Sell Off
seekingalpha.com

LendingClub: Irrational Earnings Sell Off

LendingClub reported a strong Q4 with the stock dipping to irrational disappointments on growth rates. The fintech reported Q4 loan originations grew 40% year-over-year to $2.6B and 2026 guidance of $11.6–$12.6B originations for 26% growth. The shift to fair value accounting pulls earnings forward, with 2026 EPS guided to $1.65–$1.80, up ~50% YoY.

Why Shares of LendingClub Are Sinking Today
fool.com

Why Shares of LendingClub Are Sinking Today

LendingClub reported fourth-quarter 2025 earnings results after the market closed yesterday. The company reported earnings and revenue results, as well as forward guidance that came in ahead of Wall Street consensus estimates.

LendingClub: Originations Strength At A Modest P/E
seekingalpha.com

LendingClub: Originations Strength At A Modest P/E

LendingClub offers accelerating loan growth and expanding net interest margins, defying rate pressures and delivering strong EPS at low P/E multiples. LC trades at just 11.4x P/E, with organic growth metrics trending above 20% y/y, making it a compelling value in a volatile market. The company guides for 21-31% y/y origination growth and 42-55% y/y pro forma EPS growth for FY26, supported by robust credit metrics.

LendingClub Grows LevelUp Base as Loan Originations Rise
pymnts.com

LendingClub Grows LevelUp Base as Loan Originations Rise

LendingClub closed the quarter with a sharp increase in lending activity as management pointed Wednesday night (Jan. 28) to increased traction in its LevelUp products. Loan originations rose 40% year over year to $2.6 billion, with all product lines contributing, according to earnings material.

LendingClub Reports Fourth Quarter and Full Year 2025 Results
prnewswire.com

LendingClub Reports Fourth Quarter and Full Year 2025 Results

Delivered $41.6 million GAAP Net Income, 11.3% ROE and 11.9% ROTCE in fourth quarter Increased Originations +40%, Revenue +23%, and Diluted EPS +338% in fourth quarter compared to prior year For the full year 2025: Grew Originations +33%, Revenue +27%, and Diluted EPS +158% compared to prior year SAN FRANCISCO, Jan. 28, 2026 /PRNewswire/ -- LendingClub Corporation (NYSE: LC) today announced financial results for the fourth quarter and full year ended December 31, 2025. "We closed out a fantastic year with another strong quarter, delivering 40% originations growth and ROTCE approaching 12%," said Scott Sanborn, LendingClub CEO.

LendingClub Schedules Fourth Quarter and Full Year 2025 Earnings Release and Conference Call
prnewswire.com

LendingClub Schedules Fourth Quarter and Full Year 2025 Earnings Release and Conference Call

SAN FRANCISCO, Jan. 7, 2026 /PRNewswire/ -- LendingClub Corporation (NYSE: LC), which operates America's leading digital marketplace bank, announced that it will report earnings for the fourth quarter and full year 2025 after the market closes on Wednesday, Jan. 28, 2026. LendingClub will host a conference call to discuss the fourth quarter and full year 2025 financial results at 2:00 p.m.