Life Time Group (NYSE:LTH) Issues Earnings Results

Life Time Group (NYSE:LTH) announced its earnings results on Thursday. The company reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.37 by $0.11, FiscalAI reports. The company had revenue of $866.00 million for the quarter, compared to the consensus estimate of $845.75 million. Life Time Group had a return on equity of 10.10% and a net margin of 12.56%.The company’s revenue was up 13.7% on a year-over-year basis. During the same period last year, the business posted $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 Price Performance

Shares of NYSE:LTH traded up $1.19 on Friday, reaching $45.39. 3,001,907 shares of the company were exchanged, compared to its average volume of 2,914,409. The company has a 50-day moving average of $38.20 and a 200-day moving average of $31.81. The company has a current ratio of 0.53, a quick ratio of 0.42 and a debt-to-equity ratio of 0.46. The firm has a market cap of $10.10 billion, a price-to-earnings ratio of 26.54, a price-to-earnings-growth ratio of 1.83 and a beta of 1.51. Life Time Group has a 1-year low of $24.14 and a 1-year high of $47.24.

Insider Transactions at Life Time Group

In related news, Director Jimena Almendares sold 40,589 shares of the business’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $33.59, for a total transaction of $1,363,384.51. Following the sale, the director owned 36,983 shares of the company’s stock, valued at approximately $1,242,258.97. The trade was a 52.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Ritadhwaja Jebens Singh sold 67,751 shares of the company’s stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $38.65, for a total transaction of $2,618,576.15. Following the transaction, the executive vice president owned 138,351 shares in the company, valued at $5,347,266.15. The trade was a 32.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 27,943,861 shares of company stock valued at $857,228,555. 13.30% of the stock is owned by company insiders.

Hedge Funds Weigh In On Life Time Group

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

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on LTH shares. Royal Bank Of Canada set a $60.00 price target on Life Time Group and gave the stock an “outperform” rating in a report on Friday. Deutsche Bank Aktiengesellschaft set a $54.00 price objective on shares of Life Time Group in a research note on Friday. KeyCorp upped their price objective on shares of Life Time Group from $40.00 to $52.00 and gave the stock an “overweight” rating in a research report on Friday. Bank of America restated a “buy” rating and issued a $51.00 target price on shares of Life Time Group in a research note on Friday. Finally, Weiss Ratings raised shares of Life Time Group from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, July 21st. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $51.46.

Key Stories Impacting Life Time Group

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

• Positive Sentiment: Strong Q2 performance: Life Time reported revenue of $866.0 million, up 13.7% year over year and ahead of expectations. Net income rose 40.6% to $101.4 million, while adjusted EBITDA increased 16.8% to $246.5 million. Adjusted diluted EPS of $0.48 exceeded consensus estimates and grew 29.7% from the prior year. Life Time Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Higher full-year outlook: Management raised its 2026 outlook and projected revenue of approximately $3.4 billion, above the roughly $3.3 billion analyst consensus. The improved forecast reinforces expectations for continued membership and operating growth.
• Positive Sentiment: Analysts raised targets: Mizuho increased its target from $63 to $64 and maintained an “outperform” rating. Wells Fargo lifted its target from $46 to $51 with an “overweight” rating, while KeyCorp raised its target from $40 to $52 and also retained an “overweight” rating. These revisions imply additional upside based on the stock’s recent trading level. Analyst price-target updates
• Positive Sentiment: Broadly favorable analyst view: Life Time Group received an average analyst recommendation of “Buy,” adding support to the bullish outlook. Life Time Group Receives Average Recommendation of Buy
• Neutral Sentiment: Shares reached a fresh 52-week high: The milestone reflects strong recent performance, although it may also increase investor focus on valuation and whether further gains are justified by future fundamentals. Life Time Group Hits Fresh High
• Neutral Sentiment: Life Time’s Experience Life magazine marked its 25th anniversary and launched a redesigned website, a brand-enhancement initiative with limited near-term financial impact. Experience Life Magazine Celebrates 25 Years

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.