Life Time Group (NYSE:LTH) Posts Earnings Results, Beats Expectations By $0.01 EPS

Life Time Group (NYSE:LTH) posted its quarterly earnings results on Tuesday. The company reported $0.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.33 by $0.01, FiscalAI reports. The business had revenue of $745.10 million for the quarter, compared to analyst estimates of $740.09 million. Life Time Group had a net margin of 12.51% and a return on equity of 10.44%. The firm’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same quarter last year, the business posted $0.27 EPS.

Here are the key takeaways from Life Time Group’s conference call:

• Company reported strong Q4 and FY2025 results with FY revenue of $2.995 billion (+14.3%), adjusted EBITDA of $825 million (+21.9%) and a 27.5% adjusted EBITDA margin, while center memberships ended the year at ~822,000.
• 2026 guidance calls for ~6.3%–7.3% comparable center revenue growth while investing $875M–$915M of growth CapEx (over half for clubs opening in 2027+), nearly doubling new square footage and expecting a minimum of $300M of sale-leasebacks.
• Board approved a $500 million share repurchase program; management says repurchases will be opportunistic while keeping net leverage at or below their 2.0x target (net leverage ended 2025 at ~1.6x).
• Reported net income and operating cash were boosted by material non‑recurring items (Q4 benefited from ~$45.6M in tax‑affected items and ~$59M of one‑time proceeds; FY included ~$94M), so investors should focus on adjusted results when assessing underlying operating performance.

Life Time Group Stock Performance

Shares of LTH stock opened at $26.30 on Thursday. The firm has a market capitalization of $5.80 billion, a price-to-earnings ratio of 15.84, a PEG ratio of 0.73 and a beta of 1.68. The company has a current ratio of 0.67, a quick ratio of 0.55 and a debt-to-equity ratio of 0.50. The business’s 50-day moving average price is $28.10 and its 200-day moving average price is $27.28. Life Time Group has a 12 month low of $24.14 and a 12 month high of $34.99.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on LTH shares. Northland Securities set a $42.00 target price on Life Time Group in a research note on Friday, January 23rd. Guggenheim restated a “buy” rating and set a $36.00 price objective on shares of Life Time Group in a research report on Friday, January 23rd. Zacks Research cut Life Time Group from a “hold” rating to a “strong sell” rating in a research report on Monday, January 26th. Weiss Ratings reissued a “hold (c+)” rating on shares of Life Time Group in a research note on Thursday, January 22nd. Finally, Morgan Stanley raised their price target on shares of Life Time Group from $37.00 to $38.00 and gave the company an “overweight” rating in a research note on Monday. Nine research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $36.85.

Insider Activity at Life Time Group

In other news, EVP Eric J. Buss sold 74,487 shares of the firm’s stock in a transaction on Friday, November 28th. The shares were sold at an average price of $28.05, for a total transaction of $2,089,360.35. Following the completion of the transaction, the executive vice president owned 380,683 shares of the company’s stock, valued at approximately $10,678,158.15. This trade represents a 16.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Erik Weaver sold 1,493 shares of the business’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $29.90, for a total transaction of $44,640.70. Following the completion of the sale, the chief financial officer directly owned 77,771 shares in the company, valued at approximately $2,325,352.90. This represents a 1.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 93,948 shares of company stock worth $2,671,842 in the last quarter. 8.70% of the stock is owned by insiders.

Hedge Funds Weigh In On Life Time Group

A number of hedge funds have recently bought and sold shares of LTH. T. Rowe Price Investment Management Inc. lifted its holdings in Life Time Group by 5.0% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 3,176,506 shares of the company’s stock valued at $84,432,000 after buying an additional 151,510 shares during the period. Invesco Ltd. lifted its stake in shares of Life Time Group by 138.1% in the 4th quarter. Invesco Ltd. now owns 2,333,283 shares of the company’s stock valued at $62,019,000 after purchasing an additional 1,353,304 shares during the period. Fuller & Thaler Asset Management Inc. lifted its stake in shares of Life Time Group by 9.8% in the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 2,894,241 shares of the company’s stock valued at $76,929,000 after purchasing an additional 257,454 shares during the period. VR Advisory Services Ltd bought a new stake in shares of Life Time Group during the 4th quarter valued at about $19,024,000. Finally, Wellington Management Group LLP grew its stake in Life Time Group by 0.6% during the fourth quarter. Wellington Management Group LLP now owns 5,863,510 shares of the company’s stock worth $155,852,000 after purchasing an additional 34,964 shares during the period. Institutional investors own 79.40% of the company’s stock.

Life Time Group Company Profile

Life Time Group (NYSE: LTH) is a premier operator of health, fitness and lifestyle centers across North America. The company’s core business encompasses the development, ownership and management of premium athletic resorts that integrate state-of-the-art fitness facilities, group exercise studios, indoor and outdoor pools, running tracks, and spa and salon services. In addition to its brick-and-mortar clubs, Life Time offers a digital platform featuring on-demand and live-streamed workouts, personalized training programs and nutrition guidance, enabling members to pursue their wellness goals both at home and on the go.

Founded in 1992 and headquartered in Chanhassen, Minnesota, Life Time has grown from a single Minnesota health club into a network of more than 160 locations across the United States and Canada.