Truist Financial Has Lowered Expectations for LendingTree (NASDAQ:TREE) Stock Price

LendingTree (NASDAQ:TREE) had its price target cut by research analysts at Truist Financial from $78.00 to $70.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the financial services provider’s stock. Truist Financial’s price target points to a potential upside of 129.10% from the stock’s previous close.

Several other brokerages also recently commented on TREE. Zacks Research downgraded shares of LendingTree from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, June 30th. Keefe, Bruyette & Woods reduced their price target on shares of LendingTree from $70.00 to $58.00 and set an “outperform” rating on the stock in a research report on Monday, July 13th. Wall Street Zen cut shares of LendingTree from a “strong-buy” rating to a “buy” rating in a research report on Monday, July 20th. Needham & Company LLC reissued a “buy” rating and issued a $60.00 price target on shares of LendingTree in a report on Friday, May 1st. Finally, Weiss Ratings restated a “hold (c)” rating on shares of LendingTree in a research report on Wednesday, June 24th. Five research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $64.60.

LendingTree Trading Down 22.6%

Shares of TREE stock traded down $8.91 on Thursday, reaching $30.55. The company had a trading volume of 611,053 shares, compared to its average volume of 320,060. The company has a current ratio of 1.89, a quick ratio of 1.89 and a debt-to-equity ratio of 1.27. The stock has a market cap of $426.23 million, a PE ratio of 2.37 and a beta of 2.00. The company has a 50-day moving average of $40.30 and a 200-day moving average of $43.81. LendingTree has a 12 month low of $29.77 and a 12 month high of $77.35.

LendingTree (NASDAQ:TREE) last announced its quarterly earnings results on Thursday, April 30th. The financial services provider reported $1.38 earnings per share for the quarter, missing analysts’ consensus estimates of $1.49 by ($0.11). LendingTree had a net margin of 15.02% and a return on equity of 17.01%. The firm had revenue of $319.07 million during the quarter, compared to analyst estimates of $321.32 million. During the same quarter in the prior year, the business earned $0.99 earnings per share. The business’s revenue was up 36.5% on a year-over-year basis. On average, equities analysts forecast that LendingTree will post 3.64 earnings per share for the current year.

Institutional Investors Weigh In On LendingTree

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Moody National Bank Trust Division lifted its position in LendingTree by 311.8% in the 2nd quarter. Moody National Bank Trust Division now owns 28,823 shares of the financial services provider’s stock valued at $1,277,000 after acquiring an additional 21,823 shares in the last quarter. Bank of America Corp DE increased its holdings in LendingTree by 54.5% during the 1st quarter. Bank of America Corp DE now owns 82,203 shares of the financial services provider’s stock worth $3,525,000 after purchasing an additional 28,990 shares in the last quarter. Quantinno Capital Management LP raised its stake in shares of LendingTree by 350.8% in the 1st quarter. Quantinno Capital Management LP now owns 27,483 shares of the financial services provider’s stock valued at $1,178,000 after purchasing an additional 21,387 shares during the period. Jacobs Asset Management LLC acquired a new stake in shares of LendingTree in the 1st quarter valued at about $643,000. Finally, Punch & Associates Investment Management Inc. lifted its holdings in shares of LendingTree by 37.8% in the first quarter. Punch & Associates Investment Management Inc. now owns 647,038 shares of the financial services provider’s stock valued at $27,745,000 after purchasing an additional 177,391 shares in the last quarter. 68.26% of the stock is currently owned by institutional investors and hedge funds.

Key LendingTree News

Here are the key news stories impacting LendingTree this week:

• Positive Sentiment: Second-quarter revenue increased 25% year over year to $313.4 million, driven primarily by strong performance in LendingTree’s insurance segment. The company also generated $35.2 million in adjusted EBITDA and $87.3 million in variable marketing margin. LendingTree Reports Second Quarter 2026 Results
• Positive Sentiment: Management’s earnings call highlighted the insurance business as a key growth driver, while year-over-year revenue expansion suggests continued demand for LendingTree’s marketplace services. LendingTree Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Full-year 2026 revenue guidance was set at approximately $1.3 billion, broadly in line with Wall Street expectations, offering little new upside relative to the existing outlook.
• Negative Sentiment: Profitability fell short of expectations. LendingTree reported GAAP earnings of $0.68 per diluted share, versus analysts’ consensus estimate of $1.41; a separate adjusted-EPS measure was reported at $1.27, also below the $1.46 consensus. Tree.com Q2 Earnings and Revenues Miss Estimates
• Negative Sentiment: Second-quarter revenue also missed estimates in some published comparisons, indicating that growth was not strong enough to offset weaker-than-expected earnings performance.
• Negative Sentiment: Third-quarter revenue guidance of $325 million to $335 million is below the $337.3 million consensus estimate, signaling near-term pressure on growth and likely contributing to the stock’s decline.

LendingTree Company Profile

LendingTree, Inc operates an online marketplace that connects consumers with a network of lenders and financial service providers. Through its platform, borrowers can compare loan offers for mortgages, home equity loans, personal loans, student loans, auto loans and small business financing. The company also offers tools for comparing credit cards and deposit accounts, allowing users to research rates and terms from a range of providers in one place.

Founded in 1996 by Doug Lebda, LendingTree pioneered the comparison-shopping model for consumer credit products.