LendingTree (TREE)
Matches consumers with insurance, loan, credit card, deposit, and home-finance offers.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 30, 2026 | Northland Securities | Target | Target: $140 | Target: $60 |
| May 1, 2026 | Truist Financial | Target | Target: $62 | Target: $78 |
| Mar 3, 2026 | Needham | Reiterate | Rating: —Target: $65 | Target: $60 |
| Oct 31, 2025 | Oppenheimer | Target | Target: $70 | Target: $85 |
| Jan 21, 2025 | Northland Capital Markets | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $110.8M · Total debt $432.3M · Total assets $911.6M · Shareholders' equity $320.8M
- Revenue
- $313.4M
- Operating income
- $22.6M
- Net income
- $9.6M
No dividends on record.
| Institutions | ≈ 80.99% | 11.37M shares | |
|---|---|---|---|
| 198 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 10.68% | 1.50M shares | |
| 17 holders · as of Jun 17, 2026 | |||
| Other | ≈ 8.33% | 1.17M shares | |
| remainder | |||
14.04M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
ARK Investment Management LLCInstitution | 14.32% | 2.01M | filed Feb 16, 2021 |
BlackRock, Inc.Institution | 8.74% | 1.23M | as of Jun 30, 2026 |
Megan Greuling1Insider10 percent owner | 7.27% | 1.02M | filed May 11, 2026 |
Jennison Associates LLCInstitution | 7.21% | 1.01M | as of Jun 30, 2026 |
Punch & Associates Investment Management, Inc.Institution | 5.17% | 725,675 | as of Jun 30, 2026 |
- Megan Greuling's transaction reports restate only vehicles that traded; the 2026 ownership statement (1.02M) is used instead.
Insider tradesForm 4
No open-market trades in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| LendingTree | $25.84 | −4.15% | $376.2M | 2.1 | 9.9 | 0.3 | +25.3% |
| EverQuote | $19.41 | −14.98% | $804.5M | 7.4 | 8.7 | 1.1 | +24.6% |
| MediaAlpha | $10.09 | −6.49% | $571.6M | 6.7 | 9.2 | 0.5 | +25.9% |
| QuinStreet | $15.62 | −9.50% | $991.5M | 12.4 | 9.8 | 0.8 | +42.7% |
| NerdWallet | $8.41 | −7.43% | $661.0M | 10.2 | 8.6 | 0.8 | +5.6% |
| Intuit | $291.14 | −4.27% | $83.19B | 18.4 | 12.4 | 3.9 | +13.7% |
| Rocket Companies | $12.73 | +2.99% | $34.90B | 84.7 | 17.8 | 3.6 | +113.7% |
| Zillow Group Class A | $31.22 | +0.29% | $7.48B | 140.9 | 12.3 | 2.7 | +17.9% |
| SoFi | $17.18 | +1.24% | $21.77B | 35.4 | 23.5 | 3.9 | +41.0% |
| Median | 15.4 | 11.1 | 1.9 | +25.2% |