TREE

LendingTree, Inc.

Nasdaq · Loan Brokers · Inc. DE · CIK 0001434621
$36.32 -2.52% $519.9M
High Impact Filing (7/10)4 Institutional Exits
Vol
Market Cap$519.9M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders9 funds
Inst. Value$77.2M
Inst. Activity1 buys / 4 sells
Reddit Sentiment33° Cool
SEC Reports2
Exchange Nasdaq·Sector Loan Brokers·Inc. DE·CIK 0001434621·Prev Close $37.26

Recent Activity

Apr 30, 2026 SEC
LendingTree reported Q1 2026 revenue of $327.3M (+37% YoY) and GAAP diluted EPS of $1.22, swinging from a $(0.92) loss a
8-K — Impact 7/10
Apr 27, 2026 SEC
LendingTree filed a DEFA14A (additional definitive proxy soliciting materials) on April 27, 2026. The actual document co
DEFA14A — Impact 2/10
Mar 10, 2026 Insider
Smith Ian Malcolm sold 3,333 shares
Chief Operating Officer @ $0.00 ($0.00)
Mar 10, 2026 Insider
Olmstead Jill sold 9,999 shares
Chief Human Resources Officer @ $0.00 ($0.00)
Mar 10, 2026 Insider
Shumate Carla sold 1,185 shares
Chief Accounting Officer @ $42.65 ($50.5K)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
272,500 shares ($14.5M)
Inst.
FMR LLC — ADD
170,101 shares ($9.0M)
May 1, 2026 short_volume
Short Volume: TREE — 66.3% short (0.4M / 0.6M)
Short: 383,147 | Exempt: 18,857 | TRF Vol: 577,549 | Short Ratio: 66.3% | Off-exchange volume (dark

Price Targets

$65.83 +81.3% upside Strong Buy
Current $36.32 Low $52.00 Median $67.50 High $78.00 6 analysts
$52.00 $78.00

Analyst Ratings

Strong Buy92% buy · 12 analysts
3Strong Buy
8Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 1, 2026 Needham REITERATE Buy → Buy
Mar 4, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Mar 3, 2026 Needham MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.44 ▲ +17.4% $1.39 — $1.47 27% YoY 3
Next Q $1.39 ▼ -1.0% $1.27 — $1.48 -18% YoY 3
Current FY $5.84 ▲ +3.9% $5.57 — $6.18 73% YoY 3
Next FY $6.78 ▼ -2.5% $6.32 — $7.10 16% YoY 3

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$37.4M
RENAISSANCE TECHNOLOGIES LLC$14.5MTRIM
FMR LLC$9.0MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$5.2MNEW
MORGAN STANLEY$4.4MTRIM

Recent Insider Trades

DateInsiderTypeValue
Mar 10, 2026Smith IanM$0.00
Mar 10, 2026Olmstead JillM$0.00
Mar 10, 2026Shumate CarlaF$50.5K
Mar 10, 2026Smith IanF$42.2K
Mar 10, 2026Olmstead JillM$0.00

Reddit Sentiment

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish
9 institutional holders with $77.2M total value (1,454,428 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, FMR. Net selling activity: 4 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC704,686$37.4M48.5%
2RENAISSANCE TECHNOLOGIES LLC272,500$14.5M18.7%TRIM -30.1%
3FMR LLC170,101$9.0M11.7%ADD +27.3%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC98,704$5.2M6.8%NEW
5MORGAN STANLEY82,749$4.4M5.7%TRIM -27.9%
6BANK OF AMERICA CORP /DE/53,213$2.8M3.7%TRIM -57.7%
7TWO SIGMA INVESTMENTS, LP27,566$1.5M1.9%TRIM -71.0%
8Cullen Capital Management, LLC24,636$1.3M1.7%TRIM -31.8%
9WELLS FARGO & COMPANY/MN20,273$1.1M1.4%ADD +57.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCTRIM390,000272,500-30.1%$14.5M2025-Q4
FMR LLCADD133,637170,101+27.3%$9.0M2025-Q4
MORGAN STANLEYTRIM114,69182,749-27.9%$4.4M2025-Q4
BANK OF AMERICA CORP /DE/TRIM125,68153,213-57.7%$2.8M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM95,05227,566-71.0%$1.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD203,200390,000+91.9%$25.2M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW95,052$6.2M2025-Q3
UBS Group AGTRIM62,44330,350-51.4%$2.0M2025-Q3
WELLS FARGO & COMPANY/MNADD13,76321,714+57.8%$1.4M2025-Q3
FMR LLCADD89,770162,188+80.7%$6.0M2025-Q2
BANK OF AMERICA CORP /DE/TRIM168,900123,030-27.2%$4.6M2025-Q2
UBS Group AGDOUBLED27,04862,443+130.9%$2.3M2025-Q2
WELLS FARGO & COMPANY/MNTRIM45,96013,763-70.1%$510.2K2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT26,6840-100.0%$0.002025-Q2
FMR LLCDOUBLED42,98589,770+108.8%$4.5M2025-Q1
WELLS FARGO & COMPANY/MNDOUBLED5,14945,960+792.6%$2.3M2025-Q1
UBS Group AGNEAR_EXIT137,73027,048-80.4%$1.4M2025-Q1
CITADEL ADVISORS LLCADD119,122192,939+62.0%$7.5M2024-Q4
UBS Group AGDOUBLED15,006137,730+817.8%$5.3M2024-Q4
Cullen Capital Management, LLCTRIM39,75827,113-31.8%$1.1M2024-Q4
WELLS FARGO & COMPANY/MNTRIM10,3325,149-50.2%$199.5K2024-Q4
MORGAN STANLEYTRIM202,628106,911-47.2%$6.2M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW88,206$5.1M2024-Q3
6 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 10, 2026Smith Ian MalcolmChief Operating OfficerM3,333$0.00$0.00
Mar 10, 2026Olmstead JillChief Human Resources OfficerM9,999$0.00$0.00
Mar 10, 2026Shumate CarlaChief Accounting OfficerF1,185$42.65$50.5K
Mar 10, 2026Smith Ian MalcolmChief Operating OfficerF989$42.65$42.2K
Mar 10, 2026Olmstead JillChief Human Resources OfficerM9,999$0.00$0.00
Mar 10, 2026Bengel JasonChief Financial OfficerM6,666$0.00$0.00
Mar 10, 2026Olmstead JillChief Human Resources OfficerF3,689$42.65$157.3K
Mar 10, 2026Peyree ScottChief Executive OfficerF2,962$42.65$126.3K
Mar 10, 2026Shumate CarlaChief Accounting OfficerM4,166$0.00$0.00
Mar 10, 2026Smith Ian MalcolmChief Operating OfficerM3,333$0.00$0.00
Mar 10, 2026Enlow-Novitsky HeatherGeneral Counsel & Corp Sec.M5,666$0.00$0.00
Mar 10, 2026Enlow-Novitsky HeatherGeneral Counsel & Corp Sec.M5,666$0.00$0.00
Mar 10, 2026Bengel JasonChief Financial OfficerM6,666$0.00$0.00
Mar 10, 2026Bengel JasonChief Financial OfficerF1,896$42.65$80.9K
Mar 10, 2026Peyree ScottChief Executive OfficerM7,499$0.00$0.00
Mar 10, 2026Peyree ScottChief Executive OfficerM7,499$0.00$0.00
Mar 10, 2026Peyree ScottChief Executive OfficerM5,000$0.00$0.00
Mar 10, 2026Shumate CarlaChief Accounting OfficerM4,166$0.00$0.00
Mar 10, 2026Enlow-Novitsky HeatherGeneral Counsel & Corp Sec.F1,612$42.65$68.8K
Mar 5, 2026Shumate CarlaChief Accounting OfficerA15,000$0.00$0.00
Mar 5, 2026Smith Ian MalcolmChief Operating OfficerA10,000$0.00$0.00
Mar 5, 2026Smith Ian MalcolmChief Operating OfficerA17,500$0.00$0.00
Mar 5, 2026Peyree ScottChief Executive OfficerA30,000$0.00$0.00
Mar 5, 2026Peyree ScottChief Executive OfficerA45,300$0.00$0.00
Mar 5, 2026Bengel JasonChief Financial OfficerA30,000$0.00$0.00
Mar 5, 2026Enlow-Novitsky HeatherGeneral Counsel & Corp Sec.A20,000$0.00$0.00
Mar 5, 2026Olmstead JillChief Human Resources OfficerA20,000$0.00$0.00
Mar 2, 2026Enlow-Novitsky HeatherGeneral Counsel & Corp Sec.M938$0.00$0.00
Mar 2, 2026Bengel JasonChief Financial OfficerM1,000$0.00$0.00
Mar 2, 2026Bengel JasonChief Financial OfficerM1,000$0.00$0.00
Mar 2, 2026Shumate CarlaChief Accounting OfficerM1,250$0.00$0.00
Mar 2, 2026Shumate CarlaChief Accounting OfficerM1,250$0.00$0.00
Mar 2, 2026Peyree ScottChief Executive OfficerM6,875$0.00$0.00
Mar 2, 2026Smith Ian MalcolmChief Operating OfficerM1,375$0.00$0.00
Mar 2, 2026Olmstead JillChief Human Resources OfficerM3,750$0.00$0.00
Mar 2, 2026Olmstead JillChief Human Resources OfficerF1,067$37.37$39.9K
Mar 2, 2026Olmstead JillChief Human Resources OfficerM3,750$0.00$0.00
Mar 2, 2026Smith Ian MalcolmChief Operating OfficerM1,375$0.00$0.00
Mar 2, 2026Peyree ScottChief Executive OfficerM6,875$0.00$0.00
Mar 2, 2026Enlow-Novitsky HeatherGeneral Counsel & Corp Sec.M938$0.00$0.00
Mar 1, 2026Peyree ScottChief Executive OfficerM5,667$0.00$0.00
Mar 1, 2026Enlow-Novitsky HeatherGeneral Counsel & Corp Sec.M3,333$0.00$0.00
Mar 1, 2026Bengel JasonChief Financial OfficerM4,000$0.00$0.00
Mar 1, 2026Bengel JasonChief Financial OfficerM4,000$0.00$0.00
Mar 1, 2026Peyree ScottChief Executive OfficerM5,667$0.00$0.00
Mar 1, 2026Smith Ian MalcolmChief Operating OfficerM1,500$0.00$0.00
Mar 1, 2026Smith Ian MalcolmChief Operating OfficerM1,500$0.00$0.00
Mar 1, 2026Shumate CarlaChief Accounting OfficerM3,333$0.00$0.00
Mar 1, 2026Olmstead JillChief Human Resources OfficerM10,000$0.00$0.00
Mar 1, 2026Olmstead JillChief Human Resources OfficerF2,989$37.37$111.7K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (92% buy). Based on 12 analysts: 3 strong buy, 8 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$65.83 mean target +81.3% upside Strong Buy (3.00)
$52.00 Low $78.00 High
MetricValue
Current Price$36.32
Target Low$52.00
Target Mean$65.83
Target Median$67.50
Target High$78.00
# Analysts6
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.44 $1.39 $1.47 27.3% +17.4% 1↑ 0↓ $0.3B 26.2% 3
Next Q
2026-09-30
$1.39 $1.27 $1.48 -18.4% -1.0% 0↑ 2↓ $0.3B 9.6% 3
Current FY
2026-12-31
$5.84 $5.57 $6.18 72.9% +3.9% 1↑ 2↓ $1.3B 18.6% 3
Next FY
2027-12-31
$6.78 $6.32 $7.10 16.0% -2.5% 1↑ 2↓ $1.4B 6.9% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.438
7d ago$1.257+0.181
30d ago$1.225+0.213
60d ago$1.225+0.213
90d ago$1.270+0.168
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 1, 2026 Needham REITERATE Buy Buy
Mar 4, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Mar 3, 2026 Needham MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20263810092%
Apr 1, 20263810092%
Mar 1, 20263810092%
Feb 1, 20263810092%
Jan 1, 20263810092%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 13, 2026140° Cool011
Mar 13, 2026140° Cool011

Recent Reddit Threads

r/options Bearish 2mo ago
DOLLAR TREE INC $DLTR Earnings Trade Vol Crush Setup
▲ 1 💬 0 ⚡ 0.5
May 1, 2026
short_volume
Short Volume: TREE — 66.3% short (0.4M / 0.6M)
Short: 383,147 | Exempt: 18,857 | TRF Vol: 577,549 | Short Ratio: 66.3% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
TREE Q1 2026 Earnings Scheduled — 2026-04-30
Mar 2, 2026
earnings_calendar
TREE Q4 2025 Earnings After Market Close — 2026-03-02