Life Time Group (NYSE:LTH) Releases Earnings Results

Life Time Group (NYSE:LTH) issued its earnings results on Thursday. The company reported $0.48 EPS for the quarter, beating analysts’ consensus estimates of $0.37 by $0.11, FiscalAI reports. The business had revenue of $866.00 million during the quarter, compared to analyst estimates of $845.75 million. Life Time Group had a return on equity of 10.56% and a net margin of 13.07%.Life Time Group’s revenue was up 13.7% on a year-over-year basis. During the same period in the prior year, the company posted $0.37 earnings per share.

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

NYSE:LTH traded up $0.86 on Friday, reaching $45.06. The stock had a trading volume of 4,737,874 shares, compared to its average volume of 2,398,783. The company has a market capitalization of $10.03 billion, a P/E ratio of 24.49, a price-to-earnings-growth ratio of 1.77 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. The company has a quick ratio of 0.42, a current ratio of 0.66 and a debt-to-equity ratio of 0.44. The stock has a fifty day moving average price of $38.46 and a 200-day moving average price of $31.90.

Insider Activity at Life Time Group

In other news, Director John G. Danhakl sold 2,208,580 shares of the business’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $28.60, for a total value of $63,165,388.00. Following the transaction, the director directly owned 11,027,703 shares of the company’s stock, valued at $315,392,305.80. The trade was a 16.69% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John Kristofer Galashan sold 2,208,580 shares of the stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $28.60, for a total value of $63,165,388.00. Following the sale, the director owned 11,027,703 shares in the company, valued at approximately $315,392,305.80. This trade represents a 16.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 27,943,861 shares of company stock valued at $857,228,555. Insiders own 13.30% of the company’s stock.

Hedge Funds Weigh In On Life Time Group

A number of institutional investors and hedge funds have recently bought and sold shares of LTH. Kestra Advisory Services LLC increased its stake in shares of Life Time Group by 4.0% in the fourth quarter. Kestra Advisory Services LLC now owns 10,950 shares of the company’s stock valued at $291,000 after buying an additional 420 shares in the last quarter. Steward Partners Investment Advisory LLC raised its holdings in shares of Life Time Group by 13.3% in the fourth 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 last quarter. Ieq Capital LLC lifted its position in Life Time Group by 5.8% during the 4th quarter. Ieq Capital LLC now owns 14,064 shares of the company’s stock worth $374,000 after buying an additional 772 shares in the last quarter. Mackenzie Financial Corp lifted its position in Life Time Group by 10.3% during the 3rd quarter. Mackenzie Financial Corp now owns 8,516 shares of the company’s stock worth $235,000 after buying an additional 798 shares in the last quarter. Finally, Caxton Associates LLP grew its holdings in Life Time Group by 12.9% during the 2nd quarter. Caxton Associates LLP now owns 8,268 shares of the company’s stock worth $251,000 after acquiring an additional 946 shares during the last quarter. Institutional investors and hedge funds own 79.40% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently issued reports on LTH shares. Northland Securities set a $57.00 price target on shares of Life Time Group in a research report on Friday. Bank of America reiterated a “buy” rating and issued a $51.00 price objective on shares of Life Time Group in a research note on Friday. KeyCorp increased their target price on Life Time Group from $40.00 to $52.00 and gave the stock an “overweight” rating in a report on Friday. Deutsche Bank Aktiengesellschaft set a $54.00 target price on Life Time Group in a research report on Friday. Finally, Wells Fargo & Company upped their price target on Life Time Group from $46.00 to $51.00 and gave the company an “overweight” rating in a research report on Friday. 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. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $51.46.

Life Time Group News Summary

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

• Positive Sentiment: Better-than-expected Q2 performance: Life Time reported revenue of $866.0 million, up 13.7% year over year, while adjusted EPS of $0.48 exceeded analyst expectations. Net income rose 40.6% to $101.4 million and adjusted EBITDA increased 16.8% to $246.5 million. Life Time Reports Second Quarter 2026 Financial Results
• Positive Sentiment: 2026 outlook raised: Management increased its full-year revenue outlook to approximately $3.4 billion, above the roughly $3.3 billion consensus estimate, reinforcing expectations for continued membership and operating growth. Life Time Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Analyst price targets moved higher: Mizuho raised its target to $64 and maintained an “outperform” rating; Wells Fargo lifted its target to $51 with an “overweight” rating; and KeyCorp increased its target to $52, also with an “overweight” rating. The revisions suggest analysts see additional upside after the earnings beat. Analyst price target updates
• Neutral Sentiment: Momentum and valuation in focus: LTH has reached a fresh 52-week high, prompting investors to assess whether its strong fundamentals can support further gains. Analysts overall maintain an average “buy” recommendation. Life Time Group Hits Fresh High
• Neutral Sentiment: Life Time also highlighted the 25th anniversary and redesign of its Experience Life health and wellness media platform, supporting brand engagement but likely having limited near-term earnings impact. Experience Life Magazine Celebrates 25 Years
• Negative Sentiment: Some investors may take profits after the sharp rally and elevated valuation. A Seeking Alpha analysis recommended locking in gains despite the company’s excellent performance, creating a counterpoint to the broader analyst optimism. Life Time Holdings Analysis

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.