JPMorgan Chase & Co. Sells 59,701 Shares of Life360, Inc. $LIF

Key Points

• JPMorgan Chase cut its stake in Life360 by 32.1%, selling 59,701 shares in Q3 and leaving it with 126,390 shares valued at about $13.4 million.
• Life360 reported strong Q4 2025 revenue growth and set FY2026 revenue guidance of roughly $640M–$680M; analysts remain mixed—UBS lowered its price target from $110 to $75 but kept a "buy" rating, and the consensus target is about $83.31.
• Near-term negatives include a sharp one-day stock drop driven by slower user growth and AI-competition fears, while insiders sold ~26,684 shares (~$1.77M) last quarter, contributing to elevated volatility (52-week range: $29.62–$112.54).

JPMorgan Chase & Co. reduced its position in shares of Life360, Inc. (NASDAQ:LIF - Free Report) by 32.1% in the third quarter, according to its most recent filing with the SEC. The fund owned 126,390 shares of the company's stock after selling 59,701 shares during the quarter. JPMorgan Chase & Co. owned about 0.16% of Life360 worth $13,435,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Life360 by 6.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,175 shares of the company's stock valued at $237,000 after purchasing an additional 378 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Life360 by 12.5% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 138,748 shares of the company's stock worth $5,327,000 after buying an additional 15,420 shares during the last quarter. Strs Ohio purchased a new stake in shares of Life360 during the 1st quarter valued at about $157,000. Bank of New York Mellon Corp lifted its holdings in shares of Life360 by 25.1% in the 2nd quarter. Bank of New York Mellon Corp now owns 687,269 shares of the company's stock valued at $44,844,000 after acquiring an additional 137,997 shares during the last quarter. Finally, Penserra Capital Management LLC purchased a new position in Life360 in the second quarter worth about $559,000. 20.00% of the stock is owned by hedge funds and other institutional investors.

Life360 News Roundup

Here are the key news stories impacting Life360 this week:

• Positive Sentiment: Q4 2025 results and company commentary highlighted record revenue growth and strategic expansions, supporting the revenue/monetization story that investors have been watching. Life360, Inc. Q4 2025 Earnings Call Summary
• Positive Sentiment: The full Q4 2025 earnings call transcript provides more detail on product roadmap, ad monetization progress and margin dynamics — useful for investors modeling longer-term revenue and ARPU improvements. Life360, Inc. Q4 2025 Earnings Call Transcript
• Positive Sentiment: UBS lowered its price target from $110 to $75 but kept a “buy” rating — the reduced PT trims upside vs. prior analyst optimism but the continued buy endorsement signals institutional support for the growth thesis. UBS Lowers Price Target
• Neutral Sentiment: FY2026 guidance was updated with revenue guided to roughly $640M–$680M (consensus ~ $655.9M); EPS guidance was not clearly specified in the release — revenue range overlaps consensus, so impact depends on where results ultimately print within the band. FY2026 Guidance Update
• Neutral Sentiment: Management presented at the Morgan Stanley TMT conference — the transcript reiterates strategy around location-based advertising, subscription growth and AI/product initiatives; useful context but not a catalyst by itself. Morgan Stanley Presentation Transcript
• Neutral Sentiment: Coverage on Life360’s transformation of user location data into an advertising revenue engine underscores new monetization levers but also raises regulatory/privacy scrutiny risk — a mixed read for investors. Ad Monetization Article
• Negative Sentiment: Market reports and regional press flagged slower user growth and investor concern about AI-related competitive risks, which drove a sharp one-day share decline earlier in the week — this remains the main near-term negative catalyst. Shares Drop on Slower User Growth
• Negative Sentiment: Notes from markets coverage (ASX/other outlets) repeated the stock weakness narrative — headline-driven selling amplified volatility. Market Coverage – Life360 Sinks

Analysts Set New Price Targets

A number of equities research analysts have issued reports on LIF shares. UBS Group decreased their price objective on Life360 from $110.00 to $75.00 and set a "buy" rating on the stock in a research report on Tuesday. Stifel Nicolaus decreased their price target on Life360 from $92.00 to $76.00 and set a "hold" rating on the stock in a report on Tuesday, January 27th. Weiss Ratings restated a "hold (c-)" rating on shares of Life360 in a research report on Monday, December 29th. Wall Street Zen upgraded shares of Life360 from a "hold" rating to a "buy" rating in a research report on Saturday, February 28th. Finally, Citigroup restated a "buy" rating on shares of Life360 in a report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Life360 presently has an average rating of "Moderate Buy" and an average target price of $83.31.

Insider Transactions at Life360

In other news, Director John Philip Coghlan sold 3,125 shares of the company's stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $77.22, for a total value of $241,312.50. Following the transaction, the director directly owned 12,110 shares in the company, valued at approximately $935,134.20. This represents a 20.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director James Synge sold 3,966 shares of Life360 stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $63.96, for a total transaction of $253,665.36. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 26,684 shares of company stock valued at $1,766,861. Company insiders own 8.00% of the company's stock.

Life360 Stock Performance

Shares of Life360 stock opened at $44.86 on Thursday. The company has a quick ratio of 6.62, a current ratio of 6.26 and a debt-to-equity ratio of 0.57. The stock's fifty day moving average is $57.25 and its two-hundred day moving average is $77.29. Life360, Inc. has a 52 week low of $29.62 and a 52 week high of $112.54. The company has a market capitalization of $3.60 billion, a PE ratio of 25.63 and a beta of 3.84.

Life360 Profile

Life360, Inc NASDAQ: LIF operates a location-based safety and communication platform designed to help families stay connected and secure. Through its flagship mobile application, Life360 offers real-time location sharing, check-in alerts and geofencing tools that enable users to monitor the whereabouts of family members or other trusted circles. The company's services extend to emergency response features, including SOS alerts, 24/7 roadside assistance and crash detection capabilities powered by machine-learning algorithms, all aimed at enhancing user safety on the road and at home.

The Life360 platform is offered under a freemium model, with a basic no-cost tier providing essential location sharing and alerts.

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