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

Life Time Group (NYSE:LTH) posted its earnings results on Tuesday. The company reported $0.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.33 by $0.01, FiscalAI reports. The company had revenue of $745.10 million during the quarter, compared to the consensus estimate of $740.09 million. Life Time Group had a net margin of 9.91% and a return on equity of 9.75%. The firm’s quarterly revenue was up 12.3% on a year-over-year basis. During the same period in the previous year, the firm posted $0.27 earnings per share.

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 Price Performance

NYSE:LTH traded down $1.65 during trading hours on Wednesday, hitting $26.20. 7,488,919 shares of the stock were exchanged, compared to its average volume of 2,422,575. The firm’s fifty day moving average price is $28.10 and its 200 day moving average price is $27.29. Life Time Group has a 52-week low of $24.14 and a 52-week high of $34.99. The company has a market cap of $5.78 billion, a P/E ratio of 20.33, a P/E/G ratio of 0.75 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.

Analyst Ratings Changes

Several research firms have commented on LTH. Morgan Stanley upped their price objective on Life Time Group from $37.00 to $38.00 and gave the stock an “overweight” rating in a research report on Monday. Northland Securities set a $42.00 price target on shares of Life Time Group in a report on Friday, January 23rd. Zacks Research cut shares of Life Time Group from a “hold” rating to a “strong sell” rating in a 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, Guggenheim restated a “buy” rating and issued a $36.00 price target on shares of Life Time Group in a research note on Friday, January 23rd. Nine investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $36.85.

Insider Transactions at Life Time Group

In other news, EVP Eric J. Buss sold 74,487 shares of the company’s stock in a transaction that occurred on Friday, November 28th. The stock was sold at an average price of $28.05, for a total value of $2,089,360.35. Following the completion of the sale, the executive vice president directly owned 380,683 shares in the company, valued at $10,678,158.15. This represents a 16.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Erik Weaver sold 1,493 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $29.90, for a total value of $44,640.70. Following the completion of the sale, the chief financial officer directly owned 77,771 shares of the company’s stock, 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 have sold 93,948 shares of company stock valued at $2,671,842 over the last ninety days. Insiders own 8.70% of the company’s stock.

Institutional Trading of Life Time Group

Several institutional investors have recently made changes to their positions in the company. Wexford Capital LP acquired a new stake in shares of Life Time Group during the third quarter worth about $40,000. EverSource Wealth Advisors LLC lifted its holdings 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 buying an additional 1,002 shares in the last quarter. Kemnay Advisory Services Inc. purchased a new position in Life Time Group in the 4th quarter valued at approximately $73,000. Steward Partners Investment Advisory LLC boosted its position 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 buying an additional 717 shares during the period. Finally, Caxton Associates LLP acquired a new position in shares of Life Time Group in the first quarter worth $221,000. Hedge funds and other 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.