undamentalytics Newsletter
Sign in

Lendingtree, Inc. (TREE) stock

Add to watchlist

Add holding +

NASDAQ: TREE Nasdaq Interactive Media & Services Next results ~November 3, 2026

B Fundamentals grade

Lendingtree, Inc. is a US-listed company in the interactive media & services industry. Its financial year ends in December.

Stock price today

Loading chart…

Third-party market data · may be delayed

Model estimate per share

~$72

Valuation models combined (3)

Base case. Range ~$34–$83. Weighted average of 3 models (growth cash-flow model, forward price-to-earnings vs peers, forward price-to-sales vs peers), the growth cash-flow model counting double.

Price vs value

No Buy/Hold/Sell rating is issued: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Lendingtree, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Funds107 adding, 66 cuttingOf 34 active managers that changed their stake, 20 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Lendingtree files

Where Lendingtree stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $1.27bn, up 25.3% on a year earlier, faster than the 23.9% growth a quarter earlier. That growth ranks 3 of 16 among the interactive media & services companies we cover. The diluted share count is up 7.2% on a year earlier, which dilutes existing holders. Our price-to-sales vs peers value is $72.19 a share, against a share price of $26.14.

Source: 10-Q filed July 31, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 3, 2026 (estimated)

Lendingtree, Inc.'s trailing-twelve-month revenue grew 25.3% year on year, with a free-cash-flow margin of 5.8%. Where it stands out: stock pay as % of revenue of 1.9% ranks 12 of 61 interactive media & services companies we cover.

Current signal Gross margin compressing: TTM gross margin fell to 29.8%, down 2.9pp year over year.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 25.3% over the last 12 months, against a median of 2.4% for interactive media & services companies we cover.
  • Margins widening. Operating margin is up 4.1 points on a year ago.

Things to watch

  • Share dilution. Diluted shares rose 7.2% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 68% and a beta of 1.4 against the S&P 500.
  • Gross margin slipping. Gross margin is down 2.9 points on a year ago.
  • Weak cash conversion. Free cash flow was 41% of net income over the last 12 months.
  • Short interest rising. Shares sold short rose 27% in a month to 8.1% of tradable shares.
  • Missing expectations. Earnings per share fell short of the consensus estimate in 2 of the last four quarters.

Latest results: FY2026 Q2

Filed July 31, 2026
Earnings per share
$1.06 against an average estimate of $1.41: missed by 25.2%
Revenue
$313m, up 25.3% on a year earlier
Share reaction
-22.6% in the first session after the results on July 29, 2026, against +0.1% for the S&P 500
Next report
November 3, 2026; average EPS estimate $1.26

Lendingtree's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-3.1%
  • 1 week+3.2%
  • 1 month+9.9%
  • This year-49.0%
  • 1 year-57.7%
  • 5 years-82.1%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.3B
Operating margin
8.2%
Net margin
14.3%
EPS (TTM, diluted)
$12.67

Growth

Revenue growth
+25.3%
Change in growth rate
+1.4 pts
Share count change
+7.2%

Earnings

Last results
July 29, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Lendingtree, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Valuation models

We value Lendingtree, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 10.7%: the 10-year Treasury yield (4.9%) plus a beta of 1.29 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$83 ~$53–$110 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$68 ~$54–$110 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$34 ~$71–$230 Included, half weight
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: revenue and margins don't support a positive value
Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$72 ~$34–$83 3 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Lendingtree, Inc. with Interactive Media & Services in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

30 /100

Weak moat

How hard Lendingtree's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median 0.6% of total assets over 10 years.

  • Pricing power 11 / 20

    Gross margin has been a median 37.9%, moving by 4.0 percentage points (standard deviation) across 7 years.

  • Durability 0 / 20

    Operating margin has been a median 3.8%; its worst year was -3.9%.

  • Cash conversion 14 / 20

    Free cash flow was positive in 10 of 10 years, at a median 7.2% of revenue.

  • Discipline 10 / 20

    The diluted share count rose 8.8% over five years; stock-based pay has been a median 5.3% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (34 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 3, 2026, after the close. Analysts expect revenue of $330m and EPS of $1.26 (range $1.21 to $1.32) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $5.34 +58% $1.3bn +17%
Next $6.62 +24% $1.4bn +7%

Next year's EPS estimate has moved −2.4% in 90 days, across 3 analysts.

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $1.41 $1.06 −25.2%
Mar 2026 $1.47 $1.53 +4.2%
Dec 2025 $0.87 −$0.39 −144.8%
Sept 2025 $1.16 $1.70 +46.8%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

6 analysts, Oct 2026
Buy6100%
Hold00%
Sell00%

Monthly trend

  1. Oct 2026336

Counts of recommendations published by analysts covering Lendingtree, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
8.1%
of tradable shares
Days to cover
2.86
at average volume
Short interest, 1 month
+27%
to September 30, 2026
Held by institutions
83%
of shares
Held by insiders
19.0%
of shares
Employees
919
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months −57.7%

$64.00 on October 31, 2025 to $27.08

ThenNowEffect
Revenue (last 12 months) $1.0bn $1.3bn +25.3%
P/S multiple 0.8x 0.3x −63.8%
Share count 13m 14m −6.7%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years +68.4%

$16.08 on November 3, 2023 to $27.08

ThenNowEffect
Revenue (last 12 months) $823m $1.3bn +54.1%
P/S multiple 0.3x 0.3x +21.9%
Share count 13m 14m −10.4%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
TREE−55%−83%+42%+28%+37%−49%
Industry peers (median)−25%−54%−6%−21%−16%−22%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
TREE33%17%42%58%50%46%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
TREE−70%−87%−77%−38%−39%−65%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since October 29, 2015: 98% from July 11, 2019 to October 25, 2023. Getting back needed a 4047% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$24.00 – $68.01
From 52-week high
−60.2%
vs 50-day average
+2.5%
vs 200-day average
−28.5%
Volatility (1 year)
68%
Beta vs S&P 500
1.43

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
8 up, 4 down
typical move ±17.3%
After a week
6 up, 6 down
typical move ±17.7%
After a month
7 up, 5 down
typical move ±25.4%
Results releasedNext dayS&P 500 next day5 days21 days
July 29, 2026 −22.6% +0.1% −17.5% −31.0%
April 30, 2026 −19.8% +1.3% −17.7% −17.5%
March 2, 2026 +25.1% −0.8% +14.1% +14.7%
October 30, 2025 +6.0% −0.8% −11.8% −6.5%
July 31, 2025 +6.3% −2.0% +16.3% +46.0%
July 23, 2025 +24.3% +0.9% +15.0% +56.0%
May 1, 2025 −16.2% +2.2% −24.5% −32.8%
March 5, 2025 +27.4% −0.7% +18.4% +23.1%
October 31, 2024 −22.2% −1.5% −17.0% −29.5%
July 25, 2024 +6.3% +0.6% −11.7% +9.4%
April 30, 2024 +28.2% −1.9% +31.0% +19.1%
February 27, 2024 +3.2% +0.1% +17.4% +19.5%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Lendingtree, Inc. in five measures

Fundamentals grade B
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Lendingtree, Inc.
$600M $800M $1B $1.2B $1.4B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $740.2M Revenue (TTM), FY23 Q4: $672.5M Revenue (TTM), FY24 Q1: $639.8M Revenue (TTM), FY24 Q2: $667.4M Revenue (TTM), FY24 Q3: $773.1M Revenue (TTM), FY24 Q4: $900.2M Revenue (TTM), FY25 Q1: $972.2M Revenue (TTM), FY25 Q2: $1B Revenue (TTM), FY25 Q3: $1.1B Revenue (TTM), FY25 Q4: $1.1B Revenue (TTM), FY26 Q1: $1.2B Revenue (TTM), FY26 Q2: $1.3B $1.3B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $740.2M
FY23 Q4 $672.5M
FY24 Q1 $639.8M
FY24 Q2 $667.4M
FY24 Q3 $773.1M
FY24 Q4 $900.2M
FY25 Q1 $972.2M
FY25 Q2 $1B
FY25 Q3 $1.1B
FY25 Q4 $1.1B
FY26 Q1 $1.2B
FY26 Q2 $1.3B
Revenue growth, TTM YoY Lendingtree, Inc.
-50% 0% 50% 100% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -28.9% Revenue growth, TTM YoY, FY23 Q4: -31.7% Revenue growth, TTM YoY, FY24 Q1: -29.1% Revenue growth, TTM YoY, FY24 Q2: -18.9% Revenue growth, TTM YoY, FY24 Q3: 4.4% Revenue growth, TTM YoY, FY24 Q4: 33.9% Revenue growth, TTM YoY, FY25 Q1: 52.0% Revenue growth, TTM YoY, FY25 Q2: 51.6% Revenue growth, TTM YoY, FY25 Q3: 37.0% Revenue growth, TTM YoY, FY25 Q4: 24.1% Revenue growth, TTM YoY, FY26 Q1: 23.9% Revenue growth, TTM YoY, FY26 Q2: 25.3% 25.3%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -28.9%
FY23 Q4 -31.7%
FY24 Q1 -29.1%
FY24 Q2 -18.9%
FY24 Q3 4.4%
FY24 Q4 33.9%
FY25 Q1 52.0%
FY25 Q2 51.6%
FY25 Q3 37.0%
FY25 Q4 24.1%
FY26 Q1 23.9%
FY26 Q2 25.3%
Operating margin (TTM) Lendingtree, Inc.
-10% -5% 0% 5% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -6.4% Operating margin (TTM), FY23 Q4: -6.0% Operating margin (TTM), FY24 Q1: -3.2% Operating margin (TTM), FY24 Q2: -2.6% Operating margin (TTM), FY24 Q3: 3.4% Operating margin (TTM), FY24 Q4: 5.0% Operating margin (TTM), FY25 Q1: 3.1% Operating margin (TTM), FY25 Q2: 4.1% Operating margin (TTM), FY25 Q3: 5.7% Operating margin (TTM), FY25 Q4: 5.8% Operating margin (TTM), FY26 Q1: 8.6% Operating margin (TTM), FY26 Q2: 8.2% 8.2%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -6.4%
FY23 Q4 -6.0%
FY24 Q1 -3.2%
FY24 Q2 -2.6%
FY24 Q3 3.4%
FY24 Q4 5.0%
FY25 Q1 3.1%
FY25 Q2 4.1%
FY25 Q3 5.7%
FY25 Q4 5.8%
FY26 Q1 8.6%
FY26 Q2 8.2%
FCF margin (TTM) Lendingtree, Inc.
4% 6% 8% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 6.9% FCF margin (TTM), FY23 Q4: 8.2% FCF margin (TTM), FY24 Q1: 7.4% FCF margin (TTM), FY24 Q2: 4.0% FCF margin (TTM), FY24 Q3: 7.2% FCF margin (TTM), FY24 Q4: 5.7% FCF margin (TTM), FY25 Q1: 4.6% FCF margin (TTM), FY25 Q2: 7.6% FCF margin (TTM), FY25 Q3: 5.7% FCF margin (TTM), FY25 Q4: 5.4% FCF margin (TTM), FY26 Q1: 6.1% FCF margin (TTM), FY26 Q2: 5.8% 5.8%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 6.9%
FY23 Q4 8.2%
FY24 Q1 7.4%
FY24 Q2 4.0%
FY24 Q3 7.2%
FY24 Q4 5.7%
FY25 Q1 4.6%
FY25 Q2 7.6%
FY25 Q3 5.7%
FY25 Q4 5.4%
FY26 Q1 6.1%
FY26 Q2 5.8%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 60 55 77 139 167 254 384 618 765 1,107 910 1,098 985 673 900 1,117 1,268
Gross profit 55 50 73 133 159 245 371 251 305 432 369 410 369 290 310 352 378
EBITDA −30 −56 1 2 2 32 57 40 64 62 8 26 −13 −22 63 81 120
Operating income −33 −61 −3 −1 −1 29 52 33 56 51 −7 8 −33 −41 45 65 104
Net income −18 −60 47 4 9 48 27 16 96 18 −48 69 −188 −122 −42 151 182
Diluted EPS −$1.65 −$5.73 $4.36 $0.36 $0.84 $3.83 $2.15 $1.14 $6.85 $1.22 −$3.71 $5.05 −$14.69 −$9.46 −$3.14 $10.78 $12.67
Growth (year on year)
Revenue — −8.8% +41.8% +79.8% +20.2% +51.9% +51.2% +60.7% +23.8% +44.7% −17.8% +20.7% −10.3% −31.7% +33.9% +24.1% +25.3%
EBITDA — — — — — — +81.0% −29.5% +58.1% −2.9% −87.7% — −148.8% — — +29.2% +103.0%
Operating income — — — — — — +82.8% −36.4% +69.6% −9.7% −113.0% — — — — +45.2% +149.3%
Net income — — — −91.5% +137.2% +413.2% −42.8% −43.3% +519.5% −81.5% — — −371.9% — — — —
Diluted EPS — — — −91.7% +133.3% +356.0% −43.9% −47.0% +500.9% −82.2% — — −390.9% — — — —
Margins
Gross margin 91.4% 92.4% 94.5% 95.3% 95.3% 96.3% 96.4% 40.7% 39.9% 39.1% 40.6% 37.4% 37.5% 43.1% 34.4% 31.5% 29.8%
EBITDA margin −49.8% −102.7% 1.6% 1.7% 1.4% 12.4% 14.8% 6.5% 8.3% 5.6% 0.8% 2.4% −1.3% −3.2% 7.0% 7.3% 9.5%
Operating margin −55.2% −111.9% −3.7% −0.8% −0.6% 11.2% 13.6% 5.4% 7.3% 4.6% −0.7% 0.7% −3.3% −6.0% 5.0% 5.8% 8.2%
Net margin −30.3% −108.9% 60.2% 2.8% 5.6% 18.9% 7.2% 2.5% 12.6% 1.6% −5.3% 6.3% −19.1% −18.2% −4.6% 13.5% 14.3%
Free-cash-flow margin −61.3% −62.5% −9.5% 5.4% 3.1% 11.8% 8.4% 15.5% 14.3% 12.4% 7.6% 8.8% 3.2% 8.2% 5.7% 5.4% 5.8%
Cash flow
Cash from operations −32 −28 −5 10 9 37 64 104 124 157 111 131 43 68 62 73 86
Capital spending 5 6 3 3 4 7 32 8 15 20 42 35 11 13 11 12 12
Free cash flow −37 −34 −7 7 5 30 32 95 109 137 69 96 32 55 51 61 74
Stock-based pay 3 4 5 6 7 9 10 23 44 52 54 69 60 40 29 29 25
Free cash flow after stock pay −40 −38 −12 2 −2 21 23 72 65 85 15 28 −28 15 22 31 49
Balance sheet
Cash 69 46 80 92 86 207 91 369 105 60 170 251 299 112 107 81 111
Total debt 0 0 0 0 0 0 0 238 376 339 611 644 816 529 469 392 390
Net debt (negative = net cash) −69 −46 −80 −92 −86 −207 −91 −130 271 279 441 393 517 417 362 311 280
Diluted shares 11m 10m 11m 11m 11m 13m 13m 14m 14m 15m 13m 14m 13m 13m 13m 14m 14m
Returned to shareholders
Dividends — — 11 −0 0 0 0 0 — — — — — — — — —
Buybacks 9 — 1 3 3 0 49 20 94 5 0 40 43 0 0 — —
Total returned 9 — 12 3 3 0 49 20 94 5 0 40 43 0 0 — —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

Diluted share count
+7.2%
year over year
R&D spending
3.4%
of revenue
Days sales outstanding
43 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in interactive media & services
Last 12 months unless stated TREE QNST MAX WBTN BZ YELP Median
Revenue, last 12 months $1.3bn $1.3bn $1.3bn $1.4bn $1.2bn $1.5bn $615m
Revenue growth, last 12 months 25.3% 18.3% 15.2% −0.5% 12.5% 1.5% 2.4%
Revenue growth, 3-year average 15.5% 30.6% 48.5% — — 5.1% 5.0%
Revenue growth, latest quarter 25.3% 42.7% 22.7% −2.8% — 1.4% 2.4%
Gross margin 29.8% 11.3% 14.8% 24.4% 85.1% 92.4% 60.4%
Operating margin 8.2% 2.7% 7.2% −3.8% 29.8% 11.7% 0.3%
Operating margin, 3-year average 3.2% −0.4% 4.2% −4.9% — 11.0% −0.4%
Net margin 14.3% 6.3% 8.4% −25.1% 33.1% 8.6% 3.8%
Cash from operations / revenue 6.8% 10.1% 4.3% 0.4% 55.1% 23.7% 11.4%
Free-cash-flow margin 5.8% 9.9% 4.2% −0.3% 53.6% 20.2% 7.5%
Free-cash-flow margin, 3-year average 5.8% 6.2% 5.8% 1.3% — 19.8% 7.2%
Stock pay / revenue 1.9% 2.9% 2.4% 2.6% 11.0% 8.3% 3.7%
Change in share count 7.2% −0.2% 9.7% 2.4% 2.0% −11.1% 2.0%

Median of all 63 companies we cover in interactive media & services. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

63 interactive media & services companies
Measure Company Peer median Rank
Revenue growth Growth 25.3% 2.4% 13 of 63
Change in growth rate Growth +1.4pp -0.2pp 25 of 63
Operating margin Profitability 8.2% 0.3% 22 of 63
Net margin Profitability 14.3% 3.8% 17 of 63
Stock pay as % of revenue Cash generation 1.9% 3.9% 12 of 61
Long-term debt as % of assets Balance sheet 42.4% 16.9% 24 of 32
Change in share count Balance sheet 7.2% 1.7% 39 of 55

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Insurance $712M 63.7% ▲ 29.7%
Consumer $253M 22.7% ▲ 13.9%
Other Consumer $139M 54.8% ▲ 14.8%
Personal Loans $114M 45.2% ▲ 12.8%
Home $152M 13.6% ▲ 17.8%
All Other Segments $310,000 0.0% ▲ 55.8%

From Lendingtree, Inc.'s 10-K filed March 9, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$506M
Institutions reporting
187
Shares held vs prior quarter
▲ 3.9%
Positions opened / closed
32 / 21

Top buyers and sellers, Q2 2026: 107 institutions bought and 66 sold ; the biggest buyer was Goldman Sachs Group Inc (+162K shares) and the biggest seller Divisadero Street Capital Management, LP (−469K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $54.3M 1.2M 10.7% ▲ 12.5%
Jennison Associates LLC $44.8M 1.0M 8.9% ▼ 0.8%
Punch & Associates Investment Management, Inc. $32.1M 726K 6.3% ▲ 12.2%
Ameriprise Financial Inc $31.1M 703K 6.1% ▲ 26.7%
Vanguard Capital Management LLC $18.8M 423K 3.7% ▼ 11.4%
Millennium Management LLC $18.2M 411K 3.6% ▲ 11.7%
Jacobs Levy Equity Management, Inc $16.6M 374K 3.3% ▲ 16.7%
Geode Capital Management, LLC $16.4M 370K 3.2% ▲ 33.2%
Goldman Sachs Group Inc $15.6M 352K 3.1% ▲ 85.3%
Emerald Advisers, LLC $14.8M 335K 2.9% ▼ 1.5%
Arrowstreet Capital, Limited Partnership $14.7M 331K 2.9% ▲ 20.7%
AQR Capital Management LLC $13.6M 311K 2.7% ▲ 53.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Lendingtree, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $0 net buying

No open-market insider trades reported in the last 12 months.

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 7 trades and filings

No trades in Lendingtree, Inc. disclosed in the last 12 months; 7 earlier trades on record.

  • Thomas R. Suozzi(D-NY 3):Sale (full), $15,001 - $50,000, traded May 5, 2021, filed September 23, 2021
  • Thomas R. Suozzi(D-NY 3):Sale (partial), $1,001 - $15,000, traded December 23, 2020, filed December 19, 2022
  • Thomas R. Suozzi(D-NY 3):Sale (full), $1,001 - $15,000, traded December 23, 2020, filed September 23, 2021

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around October 29, 2026 estimated from the company's past filing pattern, not announced

  • July 29, 2026
  • April 30, 2026
  • March 2, 2026
  • October 30, 2025
  • July 31, 2025
  • July 23, 2025

Recent SEC filings

Data status

When each part of this page on Lendingtree, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Lendingtree, Inc. in brief

What does Lendingtree, Inc. do?
Lendingtree, Inc. is a US-listed company in the interactive media & services industry. Its financial year ends in December.
What is Lendingtree, Inc.'s stock ticker?
Lendingtree, Inc. trades under the ticker TREE on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Lendingtree, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Lendingtree, Inc. reported revenue of $1.3B, 25.3% higher than a year earlier, according to its SEC filings.
What is Lendingtree, Inc.'s free cash flow?
Lendingtree, Inc.'s free-cash-flow margin is 5.8% of revenue over the trailing twelve months.
Who are Lendingtree, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Jennison Associates LLC and Punch & Associates Investment Management, Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Lendingtree, Inc.'s market cap?
On November 2, 2026, Lendingtree, Inc.'s market capitalisation was about $388M, with a price-to-earnings ratio of 2.1 and net debt of $280M. Market figures come from third-party market data and may be delayed.
Who are Lendingtree, Inc.'s competitors?
In our Interactive Media & Services peer group, the companies closest to Lendingtree, Inc. are Quinstreet, Inc, Mediaalpha, Inc., Webtoon Entertainment Inc., Kanzhun Ltd and Yelp Inc. The side-by-side comparison below sets their revenue, margins and growth against Lendingtree, Inc.'s.
When is Lendingtree, Inc.'s next earnings date?
Around November 3, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Lendingtree, Inc. announces its own schedule.