Open Lending Corporation $LPRO Shares Sold by Cannell Capital LLC

Cannell Capital LLC trimmed its holdings in shares of Open Lending Corporation (NASDAQ:LPRO) by 27.2% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,619,093 shares of the company’s stock after selling 977,397 shares during the period. Cannell Capital LLC owned about 2.22% of Open Lending worth $5,526,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. R Squared Ltd increased its holdings in shares of Open Lending by 49.3% in the third quarter. R Squared Ltd now owns 21,543 shares of the company’s stock valued at $45,000 after buying an additional 7,111 shares in the last quarter. Rhumbline Advisers boosted its stake in shares of Open Lending by 6.4% during the 2nd quarter. Rhumbline Advisers now owns 159,855 shares of the company’s stock worth $310,000 after acquiring an additional 9,590 shares in the last quarter. Savant Capital LLC boosted its stake in shares of Open Lending by 16.1% during the 3rd quarter. Savant Capital LLC now owns 75,223 shares of the company’s stock worth $159,000 after acquiring an additional 10,452 shares in the last quarter. AQR Capital Management LLC grew its holdings in shares of Open Lending by 84.0% in the 1st quarter. AQR Capital Management LLC now owns 23,683 shares of the company’s stock worth $65,000 after acquiring an additional 10,812 shares during the last quarter. Finally, Prudential Financial Inc. acquired a new position in shares of Open Lending in the 2nd quarter worth $28,000. Institutional investors and hedge funds own 78.06% of the company’s stock.

Key Headlines Impacting Open Lending

Here are the key news stories impacting Open Lending this week:

• Positive Sentiment: Management emphasized strategic expansions, new platform launches and cost/efficiency initiatives on the Q4 earnings call, framing these as drivers of longer‑term growth and margin improvement. Read More.
• Neutral Sentiment: Company set 2026 operational targets of roughly 100,000–110,000 certified loans and said it will tighten underwriting standards while rolling out new platform capabilities — a tradeoff that may compress near‑term volume but could improve loan quality and lifetime economics. Read More.
• Neutral Sentiment: Full earnings release and the call transcript provide detail on product roadmaps and commercial initiatives; investors should review the call slides and transcript for cadence on customer wins and timing of platform rollouts. Read More.
• Negative Sentiment: Reported Q4 EPS of $0.01 and revenue of $19.35M, missing consensus estimates (EPS ~$0.02, revenue ~$21.9M). The misses and softer top line are the primary negative drivers for near‑term sentiment. Read More.

Analysts Set New Price Targets

Several brokerages have recently commented on LPRO. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Open Lending in a report on Thursday, January 22nd. DA Davidson set a $4.00 price target on Open Lending in a research note on Friday. Three investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $2.92.

Open Lending Trading Up 19.8%

Open Lending stock opened at $1.45 on Friday. The company has a 50 day moving average price of $1.65 and a 200 day moving average price of $1.80. Open Lending Corporation has a 52 week low of $0.70 and a 52 week high of $4.46. The company has a debt-to-equity ratio of 1.74, a quick ratio of 5.59 and a current ratio of 5.59. The firm has a market capitalization of $171.37 million, a price-to-earnings ratio of -48.33 and a beta of 2.05.

Open Lending (NASDAQ:LPRO) last posted its quarterly earnings data on Thursday, March 12th. The company reported $0.01 earnings per share for the quarter, missing the consensus estimate of $0.02 by ($0.01). The firm had revenue of $19.35 million for the quarter, compared to analysts’ expectations of $21.92 million. Open Lending had a positive return on equity of 8.76% and a negative net margin of 4.54%. Research analysts forecast that Open Lending Corporation will post 0.1 EPS for the current year.

Open Lending Profile

Open Lending Corporation is a financial technology company specializing in risk analytics and automated loan decisioning for the automotive finance industry. Through its proprietary platform, Open Lending enables banks, credit unions and finance companies to enhance underwriting accuracy, manage risk more effectively and streamline the loan origination process. The company’s solutions leverage machine learning and big-data analytics to deliver credit-based pricing models that help lenders optimize portfolio performance and reduce losses.

The core offerings of Open Lending include an automated underwriting engine, risk-based pricing tools and performance analytics dashboards.