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

LendingTree (NASDAQ:TREE) had its price objective dropped by research analysts at Keefe, Bruyette & Woods from $83.00 to $70.00 in a report issued on Wednesday,Benzinga reports. The firm presently has an “outperform” rating on the financial services provider’s stock. Keefe, Bruyette & Woods’ price target would indicate a potential upside of 49.73% from the company’s current price.

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

LendingTree Stock Up 23.9%

TREE stock opened at $46.75 on Wednesday. The stock has a 50-day simple moving average of $51.20 and a two-hundred day simple moving average of $57.52. The firm has a market capitalization of $639.07 million, a PE ratio of 4.36 and a beta of 2.21. LendingTree has a twelve month low of $32.65 and a twelve month high of $77.35. The company has a quick ratio of 1.43, a current ratio of 1.43 and a debt-to-equity ratio of 2.93.

LendingTree (NASDAQ:TREE) last released its quarterly earnings results on Monday, March 2nd. The financial services provider reported ($0.39) earnings per share for the quarter, missing analysts’ consensus estimates of $0.90 by ($1.29). The firm had revenue of $310.92 million for the quarter, compared to analysts’ expectations of $286.56 million. LendingTree had a net margin of 13.55% and a return on equity of 16.88%. The business’s revenue for the quarter was up 22.3% compared to the same quarter last year. On average, equities analysts predict that LendingTree will post 0.48 EPS for the current fiscal year.

Institutional Investors Weigh In On LendingTree

Large investors have recently added to or reduced their stakes in the business. Financial Management Professionals Inc. bought a new position in LendingTree during the 4th quarter worth $25,000. Farther Finance Advisors LLC boosted its holdings in LendingTree by 272.6% during the third 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 in the last quarter. Fifth Third Bancorp acquired a new position in shares of LendingTree in the 4th quarter valued at $32,000. State of Alaska Department of Revenue acquired a new position in shares of LendingTree in the third quarter worth about $35,000. Finally, Ameritas Investment Partners Inc. grew 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 in the last quarter. 68.26% of the stock is owned by institutional investors and hedge funds.

LendingTree News Summary

Here are the key news stories impacting LendingTree this week:

• Positive Sentiment: Q4 / full-year revenue beat and outlook lift investor sentiment — LendingTree reported record annual revenue (~$1.12B) and Q4 revenue that beat Street expectations; several outlets say the revenue and forward revenue outlook drove the stock rally. MarketWatch: LendingTree Shares Surge
• Positive Sentiment: Company points to AI as a growth engine — Management cited AI tools as a key driver of customer acquisition and revenue scale; multiple local and national reports highlight AI adoption as supporting the step-up to >$1B in revenue. BizJ: LendingTree hits record $1.12 billion
• Positive Sentiment: Management raised revenue guidance for FY2026 and Q1 2026 — The firm issued a FY revenue target around ~$1.3B (above consensus) and Q1 revenue guidance of $317M–$325M, which materially exceeds Street Q1 revenue expectations and supports near-term growth visibility. PR Newswire: Q4 results
• Positive Sentiment: Brokerage coverage leans constructive — Recent consensus from brokerages summarized as a “Moderate Buy,” which can amplify buying interest after the beat-and-raise. AmericanBankingNews: Moderate Buy
• Neutral Sentiment: GAAP vs. adjusted metrics diverge — The company reported a large GAAP net income (helped by a one-time tax benefit) while adjusted results show a loss; investors should note the accounting drivers when parsing headline profit figures. PR Newswire: Q4 results
• Neutral Sentiment: Full-call transcripts and assessments are available — Analysts and outlets published detailed earnings transcripts and Q4 assessments for deeper metric review (VMM, adjusted EBITDA, customer trends). Yahoo: Q4 earnings call highlights
• Negative Sentiment: Adjusted EPS missed consensus — On an adjusted basis LendingTree reported an adjusted net loss per share (‑$0.39), missing EPS expectations; that gap introduces execution/expense concerns despite top-line strength. Zacks: Q4 loss, revenue beat

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.