LendingTree, Inc.
TREE · Loan Brokers · 14.0M shares · -3%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $3M (gross $43M, SBC $40M)
Reference price $69.78 · est. market cap ~$974M — last insider sale, 2025-08-25 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70LendingTree — online loan/financial-products marketplace, recovering.
Strengths
- ROE 52.8% (89th pct), ROA (95th); revenue +24%
- Asset-light marketplace model
Risks
- Leverage (D/E 1.35, 85th); rate/credit-cycle demand sensitivity
- Volatile reported earnings (lender-budget-driven)
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Buying back stockNet buyback — share count -3%/yr over 4y
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
31.5%
Operating margin
5.8%
Net margin
13.5%
Return on equity
52.8%
Return on assets
17.7%
ROIC
7.6%
Revenue growth (QoQ)
2.4%
Debt / equity
1.4×
Net debt / EBITDA
3.8×
Current ratio
1.7×
EBITDA
$81M
Tangible book value
-$133M
Cash & investments
$81M
Stock comp / revenue
2.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-11 | Sarasvathy Saras | Option exercise | 5.0K | — |
| 2026-06-11 | Rodriguez Diego A | Option exercise | 5.0K | — |
| 2026-06-11 | OZONIAN STEVEN | Option exercise | 5.0K | — |
| 2026-06-11 | Henderson Robin | Option exercise | 5.0K | — |
| 2026-06-11 | ERNST MARK A | Option exercise | 5.0K | — |
| 2026-06-11 | THOMPSON G KENNEDY | Option exercise | 5.0K | — |
| 2026-06-11 | Davidson Thomas M JR | Option exercise | 5.0K | — |
| 2026-06-11 | Dalporto Gabriel | Option exercise | 5.0K | — |
| 2026-03-10 | Peyree Scott | Option exercise | 7.5K | — |
| 2026-03-10 | Peyree Scott | Tax withheld | 3.0K | $42.65 |
| 2026-03-10 | Peyree Scott | Option exercise | 5.0K | — |
| 2026-03-10 | Peyree Scott | Tax withheld | 2.0K | $42.65 |
| 2026-03-10 | Olmstead Jill | Option exercise | 10.0K | — |
| 2026-03-10 | Olmstead Jill | Tax withheld | 3.7K | $42.65 |
| 2026-03-10 | Smith Ian Malcolm | Option exercise | 3.3K | — |
| 2026-03-10 | Smith Ian Malcolm | Tax withheld | 989 | $42.65 |
| 2026-03-10 | Shumate Carla | Option exercise | 4.2K | — |
| 2026-03-10 | Shumate Carla | Tax withheld | 1.2K | $42.65 |
| 2026-03-10 | Enlow-Novitsky Heather | Option exercise | 5.7K | — |
| 2026-03-10 | Enlow-Novitsky Heather | Tax withheld | 1.6K | $42.65 |
| 2026-03-10 | Bengel Jason | Option exercise | 6.7K | — |
| 2026-03-10 | Bengel Jason | Tax withheld | 1.9K | $42.65 |
| 2026-03-02 | Olmstead Jill | Tax withheld | 1.1K | $37.37 |
| 2026-03-02 | Smith Ian Malcolm | Option exercise | 1.4K | — |
| 2026-03-02 | Shumate Carla | Option exercise | 1.2K | — |
| 2026-03-02 | Shumate Carla | Tax withheld | 345 | $37.37 |
| 2026-03-02 | Peyree Scott | Option exercise | 6.9K | — |
| 2026-03-02 | Peyree Scott | Tax withheld | 1.7K | $37.37 |
| 2026-03-02 | Olmstead Jill | Option exercise | 3.8K | — |
| 2026-03-02 | Enlow-Novitsky Heather | Option exercise | 938 | — |
| 2026-03-02 | Enlow-Novitsky Heather | Tax withheld | 267 | $37.37 |
| 2026-03-02 | Bengel Jason | Option exercise | 1.0K | — |
| 2026-03-02 | Bengel Jason | Tax withheld | 285 | $37.37 |
| 2026-03-01 | Bengel Jason | Tax withheld | 1.2K | $37.37 |
| 2026-03-01 | Bengel Jason | Tax withheld | 394 | $37.37 |
| 2026-03-01 | Bengel Jason | Option exercise | 1.2K | — |
| 2026-03-01 | Peyree Scott | Option exercise | 5.7K | — |
| 2026-03-01 | Olmstead Jill | Option exercise | 10K | — |
| 2026-03-01 | Olmstead Jill | Tax withheld | 3.0K | $37.37 |
| 2026-03-01 | Shumate Carla | Tax withheld | 1.1K | $37.37 |
| 2026-03-01 | Peyree Scott | Tax withheld | 1.5K | $37.37 |
| 2026-03-01 | Enlow-Novitsky Heather | Option exercise | 3.3K | — |
| 2026-03-01 | Enlow-Novitsky Heather | Tax withheld | 1.1K | $37.37 |
| 2026-03-01 | Shumate Carla | Option exercise | 3.3K | — |
| 2026-03-01 | Smith Ian Malcolm | Option exercise | 1.5K | — |
| 2026-03-01 | Bengel Jason | Option exercise | 4.0K | — |
| 2025-12-15 | Beason Marion Brent | Other | 13K | — |
| 2025-12-10 | Greuling Megan | Other | 300K | — |
| 2025-12-10 | Beason Marion Brent | Other | 433K | — |
| 2025-12-10 | Greuling Megan | Other | 1.3M | — |
| 2025-12-10 | Beason Marion Brent | Other | 300K | — |
| 2025-09-30 | Peyree Scott | Option exercise | 4.0K | — |
| 2025-09-30 | Peyree Scott | Tax withheld | 1.5K | $64.73 |
| 2025-09-30 | LEBDA DOUGLAS R | Option exercise | 7.5K | — |
| 2025-09-30 | LEBDA DOUGLAS R | Tax withheld | 3.1K | $64.73 |
| 2025-09-24 | LEBDA DOUGLAS R | Option exercise | 7.5K | — |
| 2025-09-24 | LEBDA DOUGLAS R | Tax withheld | 3.3K | $70.40 |
| 2025-09-24 | Peyree Scott | Option exercise | 4.0K | — |
| 2025-09-24 | Peyree Scott | Tax withheld | 1.6K | $70.40 |
| 2025-08-25 | Bengel Jason | Sell | 6.5K | $68.86 |
| 2025-08-25 | Rodriguez Diego A | Sell | 1.2K | $69.78 |
| 2025-08-22 | Enlow-Novitsky Heather | Sell | 30 | $69.16 |
| 2025-08-22 | Enlow-Novitsky Heather | Sell | 970 | $69.14 |
| 2025-08-04 | Bengel Jason | Tax withheld | 401 | $49.47 |
| 2025-08-04 | Bengel Jason | Option exercise | 1.4K | — |
| 2025-06-11 | OZONIAN STEVEN | Option exercise | 5.0K | — |
| 2025-06-11 | Sarasvathy Saras | Option exercise | 5.0K | — |
| 2025-06-11 | THOMPSON G KENNEDY | Option exercise | 5.0K | — |
| 2025-06-11 | Davidson Thomas M JR | Option exercise | 5.0K | — |
| 2025-06-11 | ERNST MARK A | Option exercise | 5.0K | — |
| 2025-06-11 | Dalporto Gabriel | Option exercise | 5.0K | — |
| 2025-06-11 | Rodriguez Diego A | Option exercise | 5.0K | — |
| 2025-06-11 | Henderson Robin | Option exercise | 5.0K | — |
| 2025-05-27 | Enlow-Novitsky Heather | Sell | 1.2K | $36.24 |
| 2025-05-27 | Enlow-Novitsky Heather | Sell | 13 | $36.28 |
| 2025-05-16 | LEBDA DOUGLAS R | Option exercise | 7.5K | — |
| 2025-05-16 | LEBDA DOUGLAS R | Tax withheld | 3.3K | $37.62 |
| 2025-05-16 | Peyree Scott | Option exercise | 4.0K | — |
| 2025-05-16 | Peyree Scott | Tax withheld | 1.6K | $37.62 |
| 2025-04-23 | LEBDA DOUGLAS R | Option exercise | 166 | — |
| 2025-04-23 | LEBDA DOUGLAS R | Tax withheld | 48 | $44.52 |
| 2025-03-13 | Peyree Scott | Buy | 5.6K | $46.47 |
| 2025-03-13 | Peyree Scott | Buy | 3.1K | $45.21 |
| 2025-03-13 | Peyree Scott | Buy | 1.1K | $47.00 |
| 2025-03-12 | Peyree Scott | Buy | 5.4K | $45.26 |
| 2025-03-12 | Peyree Scott | Buy | 2.5K | $44.15 |
| 2025-03-12 | Peyree Scott | Buy | 3.0K | $46.04 |
| 2025-03-11 | Peyree Scott | Buy | 18K | $41.60 |
| 2025-03-11 | Peyree Scott | Buy | 3.0K | $42.26 |
| 2025-03-10 | Peyree Scott | Buy | 3.1K | $42.36 |
| 2025-03-10 | Peyree Scott | Buy | 2.0K | $41.80 |
| 2025-03-02 | Enlow-Novitsky Heather | Option exercise | 937 | — |
| 2025-03-02 | Bengel Jason | Tax withheld | 287 | $40.39 |
| 2025-03-02 | Bengel Jason | Option exercise | 619 | — |
| 2025-03-02 | Bengel Jason | Tax withheld | 178 | $40.39 |
| 2025-03-02 | Peyree Scott | Option exercise | 3.7K | — |
| 2025-03-02 | Peyree Scott | Tax withheld | 918 | $40.39 |
| 2025-03-02 | Peyree Scott | Option exercise | 6.9K | — |
| 2025-03-02 | Peyree Scott | Tax withheld | 1.7K | $40.39 |
| 2025-03-02 | Enlow-Novitsky Heather | Option exercise | 516 | — |
| 2025-03-02 | Enlow-Novitsky Heather | Tax withheld | 148 | $40.39 |
| 2025-03-02 | Enlow-Novitsky Heather | Tax withheld | 268 | $40.39 |
| 2025-03-02 | Totman Scott V. | Option exercise | 2.6K | — |
| 2025-03-02 | Totman Scott V. | Tax withheld | 776 | $40.39 |
| 2025-03-02 | Totman Scott V. | Option exercise | 3.1K | — |
| 2025-03-02 | Totman Scott V. | Tax withheld | 941 | $40.39 |
| 2025-03-02 | Olmstead Jill | Option exercise | 2.4K | — |
| 2025-03-02 | Olmstead Jill | Tax withheld | 674 | $40.39 |
| 2025-03-02 | Olmstead Jill | Option exercise | 3.8K | — |
| 2025-03-02 | Olmstead Jill | Tax withheld | 1.1K | $40.39 |
| 2025-03-02 | LEBDA DOUGLAS R | Option exercise | 737 | — |
| 2025-03-02 | LEBDA DOUGLAS R | Tax withheld | 250 | $40.39 |
| 2025-03-02 | LEBDA DOUGLAS R | Option exercise | 625 | — |
| 2025-03-02 | LEBDA DOUGLAS R | Tax withheld | 212 | $40.39 |
| 2025-03-02 | Shumate Carla | Option exercise | 737 | — |
| 2025-03-02 | Shumate Carla | Tax withheld | 210 | $40.39 |
| 2025-03-02 | Shumate Carla | Option exercise | 1.2K | — |
| 2025-03-02 | Shumate Carla | Tax withheld | 358 | $40.39 |
| 2025-03-02 | Bengel Jason | Option exercise | 1.0K | — |
| 2025-03-01 | LEBDA DOUGLAS R | Tax withheld | 113 | $40.39 |
| 2025-03-01 | Enlow-Novitsky Heather | Tax withheld | 1.1K | $40.39 |
| 2025-03-01 | Shumate Carla | Tax withheld | 1.1K | $40.39 |
| 2025-03-01 | Shumate Carla | Option exercise | 3.3K | — |
| 2025-03-01 | Totman Scott V. | Option exercise | 5.0K | — |
| 2025-03-01 | Bengel Jason | Option exercise | 4.0K | — |
| 2025-03-01 | Bengel Jason | Tax withheld | 1.2K | $40.39 |
| 2025-03-01 | Bengel Jason | Option exercise | 1.2K | — |
| 2025-03-01 | Bengel Jason | Tax withheld | 396 | $40.39 |
| 2025-03-01 | Totman Scott V. | Tax withheld | 1.6K | $40.39 |
| 2025-03-01 | LEBDA DOUGLAS R | Option exercise | 12K | — |
| 2025-03-01 | LEBDA DOUGLAS R | Tax withheld | 3.4K | $40.39 |
| 2025-03-01 | LEBDA DOUGLAS R | Option exercise | 666 | — |
| 2025-03-01 | Peyree Scott | Option exercise | 5.7K | — |
| 2025-03-01 | Peyree Scott | Tax withheld | 1.5K | $40.39 |
| 2025-03-01 | LEBDA DOUGLAS R | Tax withheld | 226 | $40.39 |
| 2025-03-01 | Olmstead Jill | Option exercise | 10.0K | — |
| 2025-03-01 | Olmstead Jill | Tax withheld | 3.0K | $40.39 |
| 2025-03-01 | LEBDA DOUGLAS R | Option exercise | 333 | — |
| 2025-03-01 | Enlow-Novitsky Heather | Option exercise | 3.3K | — |
| 2025-01-17 | LEBDA DOUGLAS R | Grant | 69 | $40.64 |
| 2025-01-03 | LEBDA DOUGLAS R | Grant | 352 | $39.99 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-18 | 2026-06-17 | 0001683168-26-004929 ↗ |
| 8-K | 2026-05-18 | 2026-05-18 | 0001683168-26-004069 ↗ |
| 10-Q | 2026-05-01 | 2026-03-31 | 0001628280-26-029355 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001628280-26-028909 ↗ |
| 10-K | 2026-03-09 | 2025-12-31 | 0001628280-26-016084 ↗ |
| 8-K | 2026-03-02 | 2026-03-02 | 0001628280-26-013273 ↗ |
| 8-K | 2026-02-13 | 2026-02-09 | 0001683168-26-001013 ↗ |
| 8-K | 2026-01-09 | 2026-01-06 | 0001683168-26-000191 ↗ |
| 8-K | 2025-11-21 | 2025-11-21 | 0001683168-25-008622 ↗ |
| 10-Q | 2025-10-31 | 2025-09-30 | 0001628280-25-047863 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0001628280-25-047318 ↗ |
| 8-K | 2025-10-16 | 2025-10-13 | 0001683168-25-007605 ↗ |