LendingTree (NASDAQ:TREE) Price Target Cut to $70.00 by Analysts at Keefe, Bruyette & Woods

LendingTree (NASDAQ:TREE) had its price target trimmed by Keefe, Bruyette & Woods from $83.00 to $70.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has an outperform rating on the financial services provider’s stock.

TREE has been the subject of several other reports. Zacks Research downgraded LendingTree from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Wall Street Zen lowered shares of LendingTree from a “strong-buy” rating to a “buy” rating in a research note on Monday, November 10th. Needham & Company LLC decreased their price objective on LendingTree from $85.00 to $60.00 and set a “buy” rating for the company in a report on Tuesday. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of LendingTree in a report on Monday, December 29th. Six equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, LendingTree currently has a consensus rating of “Moderate Buy” and a consensus price target of $73.17.

LendingTree Price Performance

Shares of TREE opened at $47.36 on Wednesday. The company’s 50-day moving average is $51.06 and its 200-day moving average is $57.45. The company has a debt-to-equity ratio of 1.35, a current ratio of 1.75 and a quick ratio of 1.43. The firm has a market capitalization of $647.46 million, a PE ratio of 4.41 and a beta of 2.21. LendingTree has a fifty-two week low of $32.65 and a fifty-two week high of $77.35.

LendingTree (NASDAQ:TREE) last released its quarterly earnings results on Monday, March 2nd. The financial services provider reported ($0.39) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.90 by ($1.29). LendingTree had a net margin of 13.55% and a return on equity of 12.44%. The firm had revenue of $310.92 million during the quarter, compared to the consensus estimate of $286.56 million. The business’s revenue was up 22.3% on a year-over-year basis. Equities analysts forecast that LendingTree will post 0.48 EPS for the current year.

Institutional Trading of LendingTree

Several large investors have recently added to or reduced their stakes in TREE. Financial Management Professionals Inc. purchased a new position in shares of LendingTree in the fourth quarter worth about $25,000. Farther Finance Advisors LLC increased its holdings in LendingTree by 272.6% in the 3rd quarter. Farther Finance Advisors LLC now owns 462 shares of the financial services provider’s stock worth $30,000 after buying an additional 338 shares during the period. Fifth Third Bancorp purchased a new position in LendingTree during the 4th quarter worth approximately $32,000. State of Alaska Department of Revenue acquired a new stake in LendingTree during the 3rd quarter valued at approximately $35,000. Finally, Ameritas Investment Partners Inc. lifted its stake in LendingTree by 25.2% during the 2nd quarter. Ameritas Investment Partners Inc. now owns 1,141 shares of the financial services provider’s stock valued at $42,000 after acquiring an additional 230 shares during the period. Hedge funds and other institutional investors own 68.26% of the company’s stock.

LendingTree News Summary

Here are the key news stories impacting LendingTree this week:

• Positive Sentiment: Record revenue and AI momentum — LendingTree reported annual revenue topping $1.1B and management credited AI-driven product improvements for meaningful growth, a primary catalyst for investor enthusiasm. LendingTree’s revenue soars past $1 billion, fueled by AI adoption
• Positive Sentiment: Strong revenue growth and higher 2026 revenue guide — Revenues jumped ~22% year-over-year and the company guided FY2026 revenue materially higher (market commentary cites a $1.33B target), which is driving the stock rally despite the EPS miss. TREE Lags Q4 Earnings Estimates, Stock Up 23.9% on Revenue Growth
• Positive Sentiment: Raised near‑term revenue guide — Company updated FY2026 and Q1 2026 revenue guidance (Q1 guide well above consensus), reinforcing the view that demand and monetization are improving. LendingTree Inc (TREE) Q4 2025 Earnings Call Highlights: Strong Growth Amid Market Challenges
• Neutral Sentiment: Regulatory stance on trigger leads — LendingTree publicly supports the Homebuyers Privacy Protection Act implementation; this reduces abusive lead practices (could improve consumer trust/market structure over time) but is not an immediate earnings driver. LendingTree Supports Implementation of Homebuyers Privacy Protection Act to Strengthen Consumer Choice and Transparency in Mortgage Market
• Positive Sentiment: Brokerage sentiment remains constructive — Consensus broker recommendations sit around “Moderate Buy,” supporting the momentum from the revenue/guidance beat. LendingTree, Inc. (NASDAQ:TREE) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
• Negative Sentiment: Q4 EPS miss — The company swung to a Q4 loss (reported EPS below Street estimates), which explains why some investors remain cautious despite the revenue beat; profitability metrics will be watched closely. LendingTree (TREE) Q4 2025 Earnings Transcript
• Negative Sentiment: Analyst price‑target trim — Keefe, Bruyette & Woods lowered its price target (from $83 to $70) while keeping an outperform rating, signaling some near‑term valuation moderation even as they remain constructive. Benzinga

LendingTree Company Profile

LendingTree, Inc operates an online marketplace that connects consumers with a network of lenders and financial service providers. Through its platform, borrowers can compare loan offers for mortgages, home equity loans, personal loans, student loans, auto loans and small business financing. The company also offers tools for comparing credit cards and deposit accounts, allowing users to research rates and terms from a range of providers in one place.

Founded in 1996 by Doug Lebda, LendingTree pioneered the comparison-shopping model for consumer credit products.