Q1 EPS Estimates for LendingTree Reduced by Northland Capmk

Key Points

• Northland Capmk has lowered its Q1 2026 earnings per share estimate for LendingTree from $0.07 to $0.03, while the full-year earnings consensus estimate is $0.48 per share.
• Several analysts have differing views on LendingTree, with Needham maintaining a "buy" rating and a target price of $62.00, while Wall Street Zen has downgraded the stock from "buy" to "hold."
• LendingTree reported Q1 earnings of $0.99 per share, exceeding expectations, but its revenue fell short of estimates at $239.70 million compared to the projected $244.93 million.

LendingTree, Inc. (NASDAQ:TREE - Free Report) - Stock analysts at Northland Capmk dropped their Q1 2026 EPS estimates for shares of LendingTree in a note issued to investors on Thursday, July 24th. Northland Capmk analyst M. Grondahl now anticipates that the financial services provider will post earnings per share of $0.03 for the quarter, down from their prior estimate of $0.07. The consensus estimate for LendingTree's current full-year earnings is $0.48 per share. Northland Capmk also issued estimates for LendingTree's Q3 2026 earnings at $0.37 EPS and Q4 2026 earnings at $0.48 EPS.

LendingTree (NASDAQ:TREE - Get Free Report) last announced its earnings results on Thursday, May 1st. The financial services provider reported $0.99 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.74 by $0.25. The business had revenue of $239.70 million for the quarter, compared to analyst estimates of $244.93 million. LendingTree had a negative net margin of 5.67% and a positive return on equity of 14.76%. The company's revenue for the quarter was up 42.8% compared to the same quarter last year.

TREE has been the topic of a number of other research reports. Needham & Company LLC reissued a "buy" rating and issued a $62.00 target price on shares of LendingTree in a research note on Thursday. Truist Financial lowered their price objective on LendingTree from $72.00 to $60.00 and set a "buy" rating on the stock in a research note on Monday, May 5th. Finally, Wall Street Zen downgraded LendingTree from a "buy" rating to a "hold" rating in a research report on Sunday, May 11th. Two research analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has assigned a strong buy rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $64.13.

LendingTree Stock Performance

TREE traded down $0.86 during trading on Monday, reaching $48.20. 255,371 shares of the company's stock were exchanged, compared to its average volume of 310,979. The company has a market capitalization of $652.15 million, a P/E ratio of -11.67 and a beta of 1.61. The company has a quick ratio of 1.20, a current ratio of 1.20 and a debt-to-equity ratio of 3.74. The business has a 50 day moving average price of $37.29 and a 200 day moving average price of $42.15. LendingTree has a fifty-two week low of $33.50 and a fifty-two week high of $62.49.

Insider Activity at LendingTree

In related news, General Counsel Heather Enlow-Novitsky sold 1,250 shares of the business's stock in a transaction that occurred on Tuesday, May 27th. The shares were sold at an average price of $36.24, for a total transaction of $45,300.00. Following the completion of the sale, the general counsel directly owned 2,028 shares of the company's stock, valued at $73,494.72. The trade was a 38.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 23.40% of the stock is currently owned by corporate insiders.

Institutional Trading of LendingTree

A number of institutional investors and hedge funds have recently modified their holdings of TREE. Marshall Wace LLP acquired a new stake in shares of LendingTree during the fourth quarter worth about $956,000. Raymond James Financial Inc. acquired a new position in LendingTree in the 4th quarter worth $1,254,000. Wealth Enhancement Advisory Services LLC increased its holdings in LendingTree by 68.0% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 5,921 shares of the financial services provider's stock worth $298,000 after purchasing an additional 2,397 shares in the last quarter. Deutsche Bank AG raised its stake in shares of LendingTree by 280.6% in the 4th quarter. Deutsche Bank AG now owns 25,242 shares of the financial services provider's stock valued at $978,000 after purchasing an additional 18,610 shares during the period. Finally, Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of LendingTree by 4,926.7% in the first quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,262 shares of the financial services provider's stock valued at $114,000 after purchasing an additional 2,217 shares in the last quarter. 68.26% of the stock is owned by institutional investors.

LendingTree Company Profile

LendingTree, Inc, through its subsidiary, operates online consumer platform in the United States. It operates through three segments: Home, Consumer, and Insurance. The Home segment offers purchase mortgage, refinance mortgage, and home equity loans and lines of credit; and real estate brokerage services.