Life Time Group (NYSE:LTH) Issues Q4 2025 Earnings Guidance

Life Time Group (NYSE:LTH) updated its fourth quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 0.320-0.340 for the period, compared to the consensus EPS estimate of 0.290. The company issued revenue guidance of $743.0 million-$745.0 million, compared to the consensus revenue estimate of $736.5 million. Life Time Group also updated its FY 2025 guidance to 1.410-1.440 EPS.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on LTH. Weiss Ratings restated a “hold (c+)” rating on shares of Life Time Group in a report on Thursday. Morgan Stanley dropped their target price on Life Time Group from $39.00 to $37.00 and set an “overweight” rating for the company in a research note on Wednesday, November 12th. Zacks Research lowered Life Time Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 26th. UBS Group set a $48.00 price target on Life Time Group in a report on Friday, October 17th. Finally, Guggenheim reiterated a “buy” rating and set a $36.00 price objective on shares of Life Time Group in a report on Friday. Nine analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $36.77.

Life Time Group Stock Up 3.0%

Shares of Life Time Group stock opened at $29.70 on Friday. The business’s 50 day simple moving average is $26.77 and its 200-day simple moving average is $27.26. The stock has a market capitalization of $6.55 billion, a price-to-earnings ratio of 23.02, a PEG ratio of 0.85 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. Life Time Group has a twelve month low of $24.14 and a twelve month high of $34.99.

Life Time Group (NYSE:LTH) last released its quarterly earnings results on Tuesday, November 4th. The company reported $0.41 EPS for the quarter, topping analysts’ consensus estimates of $0.34 by $0.07. Life Time Group had a net margin of 9.91% and a return on equity of 9.75%. The company had revenue of $782.65 million for the quarter, compared to the consensus estimate of $770.93 million. Equities research analysts forecast that Life Time Group will post 0.74 earnings per share for the current year.

Insider Activity

In other Life Time Group news, EVP Eric J. Buss sold 74,487 shares of the firm’s stock in a transaction dated Friday, November 28th. The stock was sold at an average price of $28.05, for a total transaction of $2,089,360.35. Following the transaction, the executive vice president directly owned 380,683 shares in the company, valued at $10,678,158.15. This trade represents a 16.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 8.70% of the company’s stock.

Key Headlines Impacting Life Time Group

Here are the key news stories impacting Life Time Group this week:

• Positive Sentiment: Company preliminary results show material beats and strong profit recovery — Life Time reported estimated Q4 and FY‑2025 results that imply double‑digit revenue growth, large percentage increases in net income and EPS vs. prior year, and higher adjusted EBITDA and adjusted EPS ranges, reinforcing the message of operating leverage and margin improvement. PR Newswire: Preliminary Q4 & FY2025 Results
• Positive Sentiment: Updated guidance topped consensus — Life Time raised its Q4 and FY‑2025 EPS and revenue guidance above analyst estimates (Q4 adjusted EPS range of $0.32–$0.34 vs. $0.29 consensus; FY‑2025 adjusted EPS $1.41–$1.44 vs. $1.38 consensus), supporting higher near‑term earnings expectations. This guidance lift is a primary driver of the stock’s move. MSN: Shares Surge on Strong Q4 Preliminary Results
• Positive Sentiment: Analyst support reinforces the rally — Guggenheim (reported via Benzinga) reaffirmed a Buy rating and a $36 price target, implying upside from current levels and lending credibility to the company’s outlook among institutional investors. Benzinga: Guggenheim Reaffirms Buy
• Neutral Sentiment: Company introduced selective FY‑2026 guidance but omitted EPS detail — Life Time provided revenue guidance targets for fiscal 2026 but did not give an EPS range in its initial release, leaving some forward‑earnings clarity incomplete for investors. PR Newswire: Select FY2026 Guidance
• Neutral Sentiment: Community/PR activity with limited financial impact — The Life Time Foundation announced charitable investments tied to the Miami Marathon weekend; positive for brand/ESG but unlikely to move near‑term fundamentals. PR Newswire: Foundation Investments
• Negative Sentiment: Some uncertainty remains around FY‑2026 profitability and cadence — while revenue targets were provided, missing EPS guidance and reliance on preliminary unaudited figures mean investors may still demand more detail in upcoming filings or the earnings call before fully re‑rating the stock. PR Newswire: Guidance Details

Institutional Investors Weigh In On Life Time Group

Hedge funds and other institutional investors have recently modified their holdings of the stock. Wellington Management Group LLP lifted its position in Life Time Group by 129.3% in the third quarter. Wellington Management Group LLP now owns 5,828,546 shares of the company’s stock worth $160,868,000 after purchasing an additional 3,286,229 shares during the period. Bank of America Corp DE raised its stake in shares of Life Time Group by 102.1% in the third quarter. Bank of America Corp DE now owns 4,268,011 shares of the company’s stock worth $117,797,000 after acquiring an additional 2,156,033 shares during the last quarter. Ameriprise Financial Inc. raised its position in Life Time Group by 41.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 7,157,957 shares of the company’s stock worth $216,644,000 after purchasing an additional 2,091,712 shares during the last quarter. Balyasny Asset Management L.P. lifted its holdings in Life Time Group by 2,328.1% during the 2nd quarter. Balyasny Asset Management L.P. now owns 1,852,117 shares of the company’s stock worth $56,175,000 after buying an additional 1,775,837 shares in the last quarter. Finally, Goldman Sachs Group Inc. boosted its position in Life Time Group by 143.7% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,422,304 shares of the company’s stock valued at $73,154,000 after buying an additional 1,428,446 shares during the last quarter. Institutional investors and hedge funds own 79.40% of the company’s stock.

About Life Time Group

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.