LTH · Life Time Group Holdings, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on LTH. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About LTH · Life Time Group Holdings, Inc.
Life Time Group Holdings, Inc., through its subsidiaries, provides health, fitness, and wellness experiences to a community of individual members in the United States and Canada. The company offers fitness floors with equipment, locker rooms, group fitness studios, cycle, yoga, pilates studios, bar and lounge, free weight and resistance equipment, cardiovascular equipment, steam room and sauna, cold plunges, racquetball and squash spaces, recovery spaces, indoor and outdoor pools and bistros, indoor and outdoor tennis and pickleball courts, basketball, volleyball courts, LifeSpa, LifeCafe, and childcare and kids academy learning spaces. It also provides dynamic personal training, dynamic stretch, small group training, weight loss coaching, nutrition coaching, medi-spa, physical therapy and chiropractic, assessments and lab testing, sport specific coaching, endurance coaching, swim lessons and team coaching, towel and locker service, experience life, and ARORA and MIORA community services. In addition, the company engages in athletic leagues and tournaments, athletic events, LT Games, social events, outdoor group runs, outdoor group cycle rides, and charity events; organizing kids' birthday parties, parents night out, summer and vacation camps for kids, sports training camps, swim meets, charity events; and providing nutritional supplements and apparels, as well as designing, building, and operating of sports and athletic, professional fitness, family recreation, and spa centers in a resort-like environment in suburban and urban locations of metropolitan areas. Further, its digital platform provides live streaming fitness classes, remote goal-based personal training, nutrition and weight loss support, curated award-winning health, and fitness and wellness content. The company was formerly known as LTF Holdings, Inc. and changed its name to Life Time Group Holdings, Inc. in June 21, 2021. The company was founded in 1992 and is headquartered in Chanhassen, Minnesota.
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BUY (score +6) · 12-1 mom 10.9% · RSI 72.9 · above_both · 0.0% from high
Targets blend Wall Street consensus (14 analysts: low $34.00 / mean $41.36 / high $45.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Life Time Group Holdings operates 189 premium athletic country clubs across the U.S. and Canada with a highly recurring subscription-based membership model generating ~72% of center revenue from dues/enrollment fees. The investigation trigger (4 Form 4s in last 14 days) is technically met but after full reading of all 30 recent filings, there are ZERO open-market P-code insider purchases. Instead the dominant signal is large-scale selling by legacy PE sponsors — Leonard Green Partners entities sold approximately 12 million shares on May 21, 2026 at $32.51 and previously ~5 million on May 7 at $31.46; Partners Group sold ~1.2M shares on May 21 and ~750K on May 7. All insider A-code transactions in the cluster were RSU vestings (price=$0), not cash purchases. Q1 FY2026 delivered strong beats (+9.89% EPS surprise, +8.39%) with management raising full-year guidance. The stock is near its 52-week high ($35.33) at $33.22 — only 5.97% below peak. Forward P/E of ~17x for a cyclical consumer discretionary name in an asset-heavy real-estate-leveraged business leaves little margin of safety.
Score of 19 reflects heavy PE sponsor selling, elevated leverage (4.1x net debt/EBITDA), negative FCF, and active anti-signal flags for dilution/concentration. The dossier explicitly notes no clear fundamental edge the market is missing, and Scout's range-bound verdict is accurate; no income or long structure justifies the risk/reward at current levels.
After thorough review of all 25 Form 4 filings in the last 60 days and reading transaction codes directly: there are ZERO open-market purchases by insiders. The investigation trigger was a cluster of PE-sponsor exits (Leonard Green, Partners Group) plus routine employee option exercises — all coded S (sale). The company also repurchased 2.19M shares from these sponsors at $28.60 on May 7. Q1 2026 earnings were solid (+9.8% EPS beat), new clubs are opening aggressively in Phoenix and Orlando, and a $200M sale-leaseback was completed with another $200M planned for 2026 — all constructive signals. But the stock sits ~5% below its 52-week high at $32.34 versus analyst target of $40.79 (26% upside), with elevated RSI and heavy call OI at $35 creating technical resistance.
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