earnings
confidence high
sentiment positive
materiality 0.85
LendingClub Q3 net income triples to $44.3M; originations +37%; BlackRock commits up to $1B
LendingClub Corp
2025-Q3 EPS reported
$0.81
- Diluted EPS $0.37 (+185% YoY); net income $44.3M (tripled from $14.5M).
- Total net revenue $266.2M (+32% YoY); originations $2.6B (+37%).
- Pre-provision net revenue $103.5M (+58%); efficiency ratio improved to 61%.
- MOU with BlackRock: funds to invest up to $1B through LC marketplace programs through 2026.
- ROE 12.4%, ROTCE 13.2%; book value $12.68/share, tangible book $11.95.