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LTLTH

Life Time Group Holdings, Inc.

$LTH·$9.1B·Leisure·Consumer Cyclical
$40.75-0.3%YTD+54.8%1Y+44.2%
Price updated 5h ago·X counts updated 6d ago
LTLTH
$LTHLife Time Group Holdings, Inc.
$40.75-0.29%47 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LTH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

47X posts · last 7 days
Sep 2Sep 13
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $LTH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 51% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-03

Life Time Fitness is up +57% YTD (vs Planet Fitness -53% — 'K-shaped economy'), with clean base setups everyone can see; separately, Latin Resources LTH's Salinas sale to PLS is framed by COO as 'cake and eat it too' — cash to fund Bandeira plus royalty upside. Both LTH tapes lean clearly positive.

Read what X is saying about $LTH

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LTH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-19

Catching its breath after a run — could pick back up or fade from here.

Life Time is up 55% YTD in a K-shaped economy tape — with officer Singh printing $7.2M of insider sales on 9/11.

Life Time Group Holdings is the premium-athletic-country-club-style US fitness operator — a real quality-consumer business, and the tape is now trading a genuine K-shaped-economy up-market thesis with insider distribution.

  • Revenue grew 13.7% YoY last quarter to $866M with 17% operating margin — the four-quarter run of 12-14% growth is remarkably consistent, and the last four EPS prints beat estimates by 8-80% consistently on operating leverage.
  • The K-shaped-economy framing (Life Time +57% YTD vs Planet Fitness -53%) captures the specific consumer-bifurcation thesis, and the LT Social debut at Life Time Sky in NYC plus the ARORA Program for 55+ members are real product-expansion datapoints.
  • Officer Singh printed a combined ~$7.2M of insider sales on 9/11 (via M-Exempt and S-Sale mechanics) — that's material distribution into strength, and it lands with two director resignations (Galashan, Hackwell) on 8/26 and the Leonard Green 13D/A update.

Nov 3 Q3 earnings — another 13%+ revenue print with clean membership growth and LT Social early-traction commentary extends the trade back above the 50-day; a soft membership print or continued officer-cluster selling is the invalidator at 24x trailing earnings on 72nd-percentile-of-range.

Agrees with X sentimentAgrees with the bullish X read on the K-shaped-economy framing (Life Time +57% YTD vs Planet Fitness -53%) and the clean base setups — that's the correct consumer-bifurcation thesis. The parallel Latin Resources LTH Salinas-sale-to-PLS reference is a different LTH ticker; the equity signal here is the fitness compounder. Officer Singh's ~$7.2M insider sales on 9/11 is the friction to weight.

What to watch: Nov 3 Q3 earnings — another 13%+ revenue print with clean membership growth and LT Social early-traction commentary extends back above the 50-day; a soft membership print or continued officer-cluster selling is the invalidator at 24x trailing earnings on 72nd-percentile-of-range.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict on $LTH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Premium fitness and wellness club operator running large resort-style athletic centers across the US and Canada with membership model.

Industry overviewAI analysisGenerated by AI from underlying data

Where Leisure sits in its cycle right now — and what that implies for $LTH.

Leisure · Consumer Cyclical

Consumer leisure spending is bifurcated by income: premium outdoor brands (Arc'teryx, Wilson) and resort-style fitness clubs hold firm, while mid-income dining-and-entertainment venues face traffic softness and debt-heavy theme park operators absorb post-merger normalization. ETF -5% YTD reflects the mid-income squeeze overriding the premium tier's resilience.

What this means for $LTH

Direct beneficiary — Life Time's large resort-style athletic centers target high-income members who demonstrate durable willingness to pay for premium fitness experiences; membership renewal rates insulate revenue from mid-income leisure pressure.

Industry benchmark

6-name peer basket
-1.8%YTD
-13.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.48$0.37+28.5%
Q1 2026May 5, 2026$0.42$0.39+7.7%
Q4 2025Feb 24, 2026$0.54$0.30+80.0%
Q3 2025Nov 4, 2025$0.41$0.35+17.1%
Next earningsTue, Nov 3·consensus EPS $0.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$866.0M+13.7%89.1%17.3%$0.45$-53.7M
Q1 FY26$788.7M+11.7%88.6%17.1%$0.40$-61.2M
Q4 FY25$745.1M+12.3%49.1%17.4%$0.56$-64.6M
Q3 FY25$782.6M+12.9%47.1%17.3%$0.47$28.6M

Forward consensus

4-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.4B$3.4B – $3.4B$1.60$1.57 – $1.6310
FY27$3.8B$3.7B – $3.9B$1.82$1.68 – $1.9111
FY28$4.2B$4.0B – $4.4B$2.00$1.94 – $2.148
FY29$4.6B$4.5B – $4.7B$3.18$3.12 – $3.276

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.72%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+23.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 174.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.485-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 11Singh Ritadhwaja JebensEVP & CHIEF DIGITAL OFFICER154.9K sh$6.5MSellSep 9Singh Ritadhwaja JebensEVP & CHIEF DIGITAL OFFICER18.7K sh$787KSellSep 3Singh Ritadhwaja JebensEVP & CHIEF DIGITAL OFFICER5.7K sh$249KSellAug 26John G DanhaklDirector2.9M sh$126.1MSellAug 26Green Ltf Holdings Ii LpDirector2.9M sh$126.1MSellAug 26Galashan John KristoferDirector2.9M sh$126.1MSellAug 10Galashan John KristoferDirector5.1M sh$220.9MSellAug 10John G DanhaklDirector5.1M sh$220.9MSellAug 10Green Ltf Holdings Ii LpDirector5.1M sh$220.9MSellJul 31Erik WeaverCFO47.7K sh$2.1M
1–10 of 29
+ 13 other (8 exempts · 2 others · 1 gift · 1 award · 1 inkind) in window

See when $LTH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 278-K — Item 5.02: Officer or director change
AI summary

Life Time Group Holdings, Inc. disclosed that two board directors—J. Kristofer Galashan (Class II) and Paul Hackwell (Class III)—each resigned from the board effective August 26, 2026. No reason or context beyond the notification was provided. This is a routine board departure disclosure with no apparent operational or strategic significance.

8-KMaterial agreementAug 138-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Life Time, Inc. (subsidiary of LTH) executed a Sixteenth Amendment to its Credit Agreement on August 12, 2026, refinancing the existing $985 million 2026 Term Loan Facility to reduce the interest rate margin by 25 basis points to 1.75%; with existing interest rate swaps, the effective fixed rate is now 5.159%. Loans were issued at par with no original issue discount; the facility continues to mature November 5, 2031. Deutsche Bank AG New York Branch serves as administrative agent. This is a favorable refinancing — the 25bps margin reduction lowers annual interest expense by approximately $2.5 million on a nearly $1 billion facility, which is modestly accretive.

SC 13D/AActivist amendmentAug 12SC 13D/A
AI summary

Leonard Green & Partners' affiliated vehicles (Green LTF Holdings II LP, Green Equity Investors VI L.P., Green Equity Investors Side VI L.P., and related entities) filed Amendment No. 8 to their Schedule 13D on Life Time Group Holdings, Inc. (LTH) as of August 10, 2026, disclosing aggregate beneficial ownership of 5,908,604 shares (~2.6% of shares outstanding), all held with shared (not sole) voting and dispositive power across the group. The reduction from a larger prior stake reflects ongoing PE sponsor distribution; at 2.6% the group is well below the 5% threshold and likely near full exit. This is a routine continuation of Leonard Green's post-IPO wind-down of its LTH position.

SC 13D/AActivist amendmentJul 30SC 13D/A
AI summary

JSS LTF Holdings Ltd 2 Check the appropriate box if a member amended its 13D filing disclosing a beneficial ownership position of 1.5% in LTH (LTH) as of 2026-07-30. The filer indicated plans: purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that sec. This is a material ownership disclosure indicating significant shareholder interest that may signal activist or strategic intent. Investors should monitor for further 13D amendments, which could indicate evolving positions or demands on management.

SC 13D/AActivist amendmentMay 26SC 13D/A
SC 13D/AActivist amendmentMay 26SC 13D/A
3New insider — initial holdingsMay 223
8-KOfficer or director changeMay 208-K — Item 5.02: Officer or director change
+ 12 other (3 13Gs · 3 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

LTH or ABNB: Which Is the Better Value Stock Right Now?zacks.com·3d agoLife Time's ARORA Program Redefines Healthy Aging as More Adults 55+ Seek Strength, Connection and Communityprnewswire.com·3d agoLife Time Debuts LT Social with New York City Launch at Iconic Life Time Sky; Member Applications Now Availablegurufocus.com·4d agoLife Time Debuts LT Social with New York City Launch at Iconic Life Time Sky; Member Applications Now Availableprnewswire.com·4d agoISSA and Life Time Launch Guaranteed Interview Program for Eligible Certified Personal Trainersprnewswire.com·5d ago

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Voices on X · last 7 days

No standout posts about $LTH on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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