Life Time (LTH) slides 5% as investors digest Q4 results and 2026 profit outlook

Life Time Group Holdings (LTH) is down 5.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to the market’s reaction following Life Time’s fourth-quarter and full-year 2025 results and its 2026 outlook. While revenue and profitability metrics improved in 2025, the company’s 2026 GAAP net income guidance implies a step down versus 2025, likely reflecting that prior results benefited from one-time items and that the company is leaning into a higher investment and growth cadence.

Details:

Life Time reported Q4 2025 revenue of $745.1 million (+12.3% year over year) and adjusted EBITDA of $202.6 million (+14.5%).

For full-year 2025, Life Time posted net income of $373.7 million and adjusted EBITDA of $825.2 million, with management highlighting strong dues and in-center revenue trends.

For 2026, Life Time guided to revenue of $3.30–$3.33 billion and adjusted EBITDA of $910–$925 million, but GAAP net income of $330–$336 million, below 2025’s reported net income.

The company also announced a $500 million share repurchase program, though investors may be balancing that against a higher growth plan and the reduced GAAP profit outlook.

Sources:

Life Time Group Holdings Investor Relations, U.S. Securities and Exchange Commission, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$LTH Insider Trading Activity

$LTH insiders have traded $LTH stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.

Here’s a breakdown of recent trading of $LTH stock by insiders over the last 6 months:

JOHN G DANHAKL sold 4,991,976 shares for an estimated $144,517,705
JOHN KRISTOFER GALASHAN sold 4,991,976 shares for an estimated $144,517,705
LTF HOLDINGS II LP GREEN has made 0 purchases and 3 sales selling 4,991,976 shares for an estimated $144,517,705.
GROUP PRIVATE EQUITY (MASTER FUND), LLC PARTNERS sold 745,707 shares for an estimated $21,588,217
ERIC J BUSS (EVP & CHIEF ADMIN. OFFICER) has made 0 purchases and 2 sales selling 237,209 shares for an estimated $6,651,810.
RITADHWAJA JEBENS SINGH (EVP & CHIEF DIGITAL OFFICER) has made 0 purchases and 2 sales selling 17,968 shares for an estimated $537,840.
ERIK WEAVER (EVP & Chief Financial Officer) has made 0 purchases and 2 sales selling 6,339 shares for an estimated $166,271.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$LTH Hedge Fund Activity

We have seen 160 institutional investors add shares of $LTH stock to their portfolio, and 195 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,643,820 shares (-87.4%) from their portfolio in Q4 2025, for an estimated $70,272,735
MACQUARIE GROUP LTD removed 2,439,728 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $64,847,970
D. E. SHAW & CO., INC. removed 2,167,636 shares (-42.0%) from their portfolio in Q4 2025, for an estimated $57,615,764
THRIVENT FINANCIAL FOR LUTHERANS added 1,569,646 shares (+inf%) to their portfolio in Q4 2025, for an estimated $41,721,190
FMR LLC removed 1,411,175 shares (-50.2%) from their portfolio in Q4 2025, for an estimated $37,509,031
INVESCO LTD. added 1,353,304 shares (+138.1%) to their portfolio in Q4 2025, for an estimated $35,970,820
CITADEL ADVISORS LLC removed 1,200,756 shares (-39.4%) from their portfolio in Q4 2025, for an estimated $31,916,094

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$LTH Analyst Ratings

Wall Street analysts have issued reports on $LTH in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Morgan Stanley issued a "Overweight" rating on 10/27/2025
UBS issued a "Buy" rating on 10/17/2025

To track analyst ratings and price targets for $LTH, check out Quiver Quantitative's $LTH forecast page.

$LTH Price Targets

Multiple analysts have issued price targets for $LTH recently. We have seen 3 analysts offer price targets for $LTH in the last 6 months, with a median target of $38.0.

Here are some recent targets:

Brian Harbour from Morgan Stanley set a target price of $38.0 on 02/23/2026
John Heinbockel from Guggenheim set a target price of $36.0 on 01/23/2026
Arpine Kocharyan from UBS set a target price of $48.0 on 10/17/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.