LendingTree
Matches consumers with insurance, loan, credit card, deposit, and home-finance offers.
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Profile
Runs a consumer marketplace that matches shoppers with partner offers across Home, Consumer, and Insurance. Consumers use the service without direct fees; partners pay for matching, lead, or marketplace activity, and insurance now carries most of the revenue base.
Operates an online consumer-finance marketplace organized around Home, Consumer, and Insurance. Home covers purchase mortgages, refinancing, and home-equity products; Consumer covers credit cards, personal loans, small business loans, student loans, auto loans, deposit accounts, and related credit products; Insurance connects shoppers with quote products for auto, home, life, health, and Medicare.
Built around U.S. consumer shopping rather than balance-sheet lending, the service is free to consumers and earns revenue from partners that pay for matching, lead, or marketplace activity. Insurance now carries most of the revenue base after the QuoteWizard expansion.
Execution depends on traffic conversion, partner demand, quote availability, and product breadth across credit and insurance categories. The Insurance segment has a material concentration with Progressive Casualty Insurance, and personal auto and home insurance conditions shape that segment.
Company facts
Categories
Key statistics
Year to date −43.8% · Average volume (30d) 465.4K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 30, 2026 | Northland Securities | Target | $140 | $60 | ||
| May 1, 2026 | Truist Financial | Target | $62 | $78 | ||
| Mar 3, 2026 | Needham | Reiterate | Buy | $65 | $60 | |
| Oct 31, 2025 | Oppenheimer | Target | $70 | $85 | ||
| Jan 21, 2025 | Northland Capital Markets | Upgrade | Market Perform | Outperform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $1.41 | $1.27 | −9.9% | $315.6M | $313.4M | −0.7% | −19.61% |
| Apr 30, 2026Q1 FY26 | $1.49 | $1.66 | +11.4% | $321.3M | $327.3M | +1.8% | −21.74% |
| Mar 2, 2026Q4 FY25 | $0.48 | −$0.39 | −181.7% | $284.9M | $319.7M | +12.2% | +23.87% |
| Oct 30, 2025Q3 FY25 | $1.23 | $1.70 | +38.2% | $286.6M | $307.8M | +7.4% | −0.34% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $239.7M | $250.1M | $307.8M | $319.7M | $327.3M | $313.4M | |
| Gross profit | $229.8M | $240.1M | $296.8M | $308.1M | $315.6M | $302.2M | |
| Operating income | −$7.1M | $20.9M | $28.8M | $23.0M | $31.1M | $22.6M | |
| Net income | −$12.4M | $8.9M | $10.2M | $144.7M | $17.3M | $9.6M | |
| Diluted EPS | −$0.92 | $0.66 | $0.73 | $10.27 | $1.22 | $0.68 | |
| Gross margin | 95.9% | 96.0% | 96.4% | 96.4% | 96.4% | 96.4% | |
| Operating margin | -3.0% | 8.4% | 9.3% | 7.2% | 9.5% | 7.2% |
Fiscal years (4-quarter sums)FY21 $1.10B · FY22 $985.0M · FY23 $672.5M · FY24 $900.2M · FY25 $1.12B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $110.8M · Total debt $432.3M · Total assets $911.6M · Shareholders' equity $320.8M
Dividends
No dividends on record.
Ownership
Shares outstanding 13.95M · Float 11.72M · 84.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.23M | 8.79% | 13F | Aug 7, 2026 |
| Prudential Financial Inc | 1.03M | 7.50% | 13G | May 8, 2026 |
| Megan Greuling | 1.02M | 6.98% | 13G | May 11, 2026 |
| Jennison Associates LLC | 1.01M | 7.25% | 13F | Aug 3, 2026 |
| Punch & Associates Investment Management, Inc. | 725.7K | 5.20% | 13G | Aug 14, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- EverQuote
Insurance-shopping marketplace for auto, home, life, and health
- MediaAlpha
Programmatic insurance lead marketplace for carriers
- QuinStreet
Performance marketplace spanning financial services and home services
- NerdWallet
Personal-finance marketplace across cards, loans, banking, and insurance
- Intuit
Credit Karma marketplace for cards, loans, mortgages, and insurance
- Rocket Companies
Direct home-finance platform for mortgages, HELOCs, and personal loans
- Zillow Group Class A
Home-search platform with mortgage marketplace and lending products
- SoFi
Digital finance platform competing in personal, student, and home loans
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| LendingTree | $28.96 | +0.10% | $404.1M | 2.2 | 11.0 | 0.3 | +25.3% |
| EverQuote | $25.66 | 0.00% | $904.3M | 8.4 | 11.6 | 1.2 | +24.6% |
| MediaAlpha | $12.85 | 0.00% | $680.7M | 7.9 | 11.8 | 0.6 | +25.9% |
| QuinStreet | $19.18 | −0.05% | $1.10B | 13.7 | 12.1 | 0.9 | +42.7% |
| NerdWallet | $9.66 | −2.52% | $720.7M | 11.1 | 10.1 | 0.8 | +5.6% |
| Intuit | $358.02 | +0.02% | $97.94B | 21.7 | 13.4 | 4.6 | +13.7% |
| Rocket Companies | $13.80 | +0.22% | $38.89B | 94.3 | 19.0 | 4.0 | +113.7% |
| Zillow Group Class A | $36.87 | +0.72% | $8.80B | 165.7 | 14.3 | 3.1 | +17.9% |
| SoFi | $18.08 | +0.22% | $23.17B | 37.6 | 24.5 | 4.1 | +41.0% |
| Median | 17.7 | 12.7 | 2.2 | +25.2% |