Life Time Group (NYSE:LTH) Releases Quarterly Earnings Results

Life Time Group (NYSE:LTH) released its quarterly earnings results on Thursday. The company reported $0.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.37 by $0.11, FiscalAI reports. The company had revenue of $866.00 million for the quarter, compared to analysts’ expectations of $845.75 million. Life Time Group had a net margin of 12.56% and a return on equity of 10.10%. The firm’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same period last year, the company earned $0.37 EPS.

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

• Q2 results exceeded expectations, with revenue up 13.7% to $866 million, comparable-center revenue up 9.1%, adjusted EBITDA up 16.8% to $246.5 million, and margin expanding 80 basis points to 28.5%.
• Life Time raised its full-year comparable-center revenue guidance to 7.9%–8.3% from 6.9%–7.5%, increased its revenue, net income, and adjusted EBITDA outlooks, and lifted the midpoint of its adjusted EBITDA margin guidance to 28.2%.
• The company is deliberately shifting its membership base away from lower-value qualified medical memberships, which declined 18.9% year over year, while other memberships grew 4.2%; management expects this mix to support continued dues growth and says medical memberships will become less than 3% of dues revenue.
• Life Time remains on track to open 14 clubs in 2026 and expects 12–14 openings in 2027, supported by a strong real-estate pipeline; management said new clubs are opening with strong demand and targeted returns above 30% IRR.
• MIORA remains in an incubation phase across six or seven locations, with technology and customer-journey issues still being refined before a broader rollout. Management views peptides and MIORA as potentially significant growth opportunities but emphasized the need for caution and operational perfection.

Life Time Group Trading Down 2.7%

LTH stock traded down $1.25 during trading on Thursday, reaching $44.45. 4,634,753 shares of the stock traded hands, compared to its average volume of 2,288,248. The business’s 50 day moving average price is $38.20 and its 200-day moving average price is $31.81. Life Time Group has a 52-week low of $24.14 and a 52-week high of $47.24. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.53 and a quick ratio of 0.42. The firm has a market capitalization of $9.89 billion, a PE ratio of 25.99, a P/E/G ratio of 1.83 and a beta of 1.51.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on LTH shares. Oppenheimer upped their price objective on shares of Life Time Group from $43.00 to $60.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Northland Securities lifted their target price on shares of Life Time Group from $43.00 to $48.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 24th. Weiss Ratings upgraded Life Time Group from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, July 21st. Zacks Research raised Life Time Group from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 23rd. Finally, Morgan Stanley raised their price objective on Life Time Group from $38.00 to $39.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $47.25.

Insider Transactions at Life Time Group

In other news, Director John Kristofer Galashan sold 4,991,749 shares of the business’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $31.46, for a total transaction of $157,040,423.54. Following the completion of the sale, the director owned 16,242,383 shares in the company, valued at approximately $510,985,369.18. The trade was a 23.51% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, major shareholder Partners Group Private Equity sold 747,178 shares of the stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $31.46, for a total transaction of $23,506,219.88. Following the sale, the insider directly owned 2,431,203 shares of the company’s stock, valued at approximately $76,485,646.38. This trade represents a 23.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 27,943,861 shares of company stock worth $857,228,555 in the last three months. 13.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Life Time Group

Several institutional investors have recently bought and sold shares of LTH. Wexford Capital LP purchased a new position in shares of Life Time Group in the 3rd quarter valued at $40,000. EverSource Wealth Advisors LLC boosted its position in Life Time Group by 201.6% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,499 shares of the company’s stock worth $45,000 after purchasing an additional 1,002 shares during the period. Kemnay Advisory Services Inc. acquired a new stake in Life Time Group in the 4th quarter valued at $73,000. Steward Partners Investment Advisory LLC increased its holdings in Life Time Group by 13.3% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 6,119 shares of the company’s stock valued at $163,000 after purchasing an additional 717 shares in the last quarter. Finally, Schonfeld Strategic Advisors LLC purchased a new position in Life Time Group in the fourth quarter valued at about $221,000. 79.40% of the stock is currently owned by hedge funds and other institutional investors.

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.