Lifevantage (NASDAQ:LFVN) Announces Earnings Results, Misses Expectations By $0.07 EPS

Lifevantage (NASDAQ:LFVN) released its earnings results on Wednesday. The company reported $0.15 EPS for the quarter, missing the consensus estimate of $0.22 by ($0.07), FiscalAI reports. Lifevantage had a net margin of 3.74% and a return on equity of 29.38%. The firm had revenue of $48.93 million during the quarter, compared to the consensus estimate of $54.40 million. Lifevantage updated its FY 2026 guidance to 0.600-0.800 EPS.

Here are the key takeaways from Lifevantage’s conference call:

• Q2 net revenue was $48.9 million, down 27.8% year-over-year, primarily driven by a $16.2 million decline in MindBody GLP-1 sales.
• Management recorded a $2.4 million inventory reserve for MindBody and reported gross margin of 74% (78.8% non‑GAAP ex-reserve), citing rapidly intensifying competition and lower-cost pharmaceutical GLP-1 alternatives.
• The October LoveBiome acquisition contributed about $4.1 million in the quarter, is fully integrated operationally, and new LoveBiome product launches (AXIO X, PhytoPower B) plus momentum for P84/Healthy Edge Stack are expected to diversify enrollments.
• Board approved a new $60 million share repurchase authorization and declared a quarterly dividend of $0.045 per share; the company ended Q2 with $10.2 million cash and no debt.
• CEO Steve Fife plans to retire in April with a board-led succession plan in place, and management reiterated FY26 guidance of $185–200 million revenue, $15–19 million Adjusted EBITDA and $0.60–0.80 adjusted EPS.

Lifevantage Stock Performance

Lifevantage stock opened at $4.62 on Friday. The stock has a 50-day simple moving average of $6.18 and a 200 day simple moving average of $8.93. The stock has a market capitalization of $58.67 million, a P/E ratio of 7.70 and a beta of 0.33. Lifevantage has a 52 week low of $3.90 and a 52 week high of $22.49.

Lifevantage Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be issued a dividend of $0.045 per share. The ex-dividend date is Monday, March 2nd. This represents a $0.18 dividend on an annualized basis and a yield of 3.9%. Lifevantage’s dividend payout ratio (DPR) is presently 23.38%.

Analysts Set New Price Targets

A number of analysts have recently commented on LFVN shares. Weiss Ratings reissued a “hold (c)” rating on shares of Lifevantage in a research report on Monday, December 29th. Wall Street Zen lowered shares of Lifevantage from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Lake Street Capital restated a “buy” rating on shares of Lifevantage in a research note on Thursday. Finally, Loop Capital set a $5.00 price objective on Lifevantage in a report on Thursday. One analyst has rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $5.00.

Insider Activity

In other news, Director Michael A. Beindorff sold 12,607 shares of Lifevantage stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $6.42, for a total transaction of $80,936.94. Following the completion of the transaction, the director directly owned 43,806 shares in the company, valued at approximately $281,234.52. The trade was a 22.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 21.95% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Lifevantage

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in LFVN. Geode Capital Management LLC raised its position in shares of Lifevantage by 106.1% in the second quarter. Geode Capital Management LLC now owns 245,332 shares of the company’s stock valued at $3,210,000 after purchasing an additional 126,274 shares during the period. Arrowstreet Capital Limited Partnership acquired a new position in Lifevantage in the 2nd quarter valued at about $597,000. Two Sigma Investments LP raised its holdings in Lifevantage by 60.6% in the 3rd quarter. Two Sigma Investments LP now owns 88,071 shares of the company’s stock valued at $857,000 after acquiring an additional 33,242 shares during the period. Evergreen Capital Management LLC acquired a new stake in Lifevantage during the second quarter worth approximately $379,000. Finally, Jones Financial Companies Lllp lifted its position in Lifevantage by 14,484.0% during the first quarter. Jones Financial Companies Lllp now owns 29,168 shares of the company’s stock worth $425,000 after acquiring an additional 28,968 shares during the last quarter. 35.32% of the stock is owned by institutional investors.

Lifevantage Company Profile

LifeVantage Corporation is a publicly traded company that develops, markets and distributes nutritional supplements, skincare products and weight-management solutions through a direct-selling business model. The company’s flagship offering, Protandim®, is formulated to activate the Nrf2 pathway, which is associated with cellular defense processes. LifeVantage also markets the PhysIQ® line for metabolism and body composition support and the TrueScience® skincare regimen, targeting a range of health and wellness needs.

Founded in 1999 and headquartered in Sandy, Utah, LifeVantage combines research in nutrigenomics with a network of independent distributors to bring its products to market.