LendingTree, Inc.

Informe acción NasdaqGS:TREE

Capitalización de mercado: US$544.2m

LendingTree Dirección

Dirección controles de criterios 3/4

El CEO de LendingTree es Scott Peyree , nombrado en Oct 2025, tiene una permanencia de menos de un año. compensación anual total es $4.89M, compuesta por 10.4% salario y 89.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.97% de las acciones de la empresa, por valor de $5.28M. La antigüedad media del equipo directivo y de la junta directiva es de 2.9 años y 9.2 años, respectivamente.

Información clave

Scott Peyree

Chief Executive Officer (CEO)

US$4.9m

Compensación total

Porcentaje del salario del CEO10.38%
Permanencia del CEOless than a year
Participación del CEO1.0%
Permanencia media de la dirección2.9yrs
Promedio de permanencia en la Junta Directiva9.2yrs

Actualizaciones recientes de la dirección

Recent updates

Nuevo análisis Apr 29

AI Investments And New Product Categories Will Reshape Earnings Profiles Yet Keep Risks Elevated

Catalysts About LendingTree LendingTree operates an online marketplace that connects consumers with a broad network of lenders and insurance carriers for a range of financial products. What are the underlying business or industry changes driving this perspective?
Nuevo análisis Apr 15

Expanded Insurance And AI Adoption Will Drive Strong Future Momentum

Catalysts About LendingTree LendingTree operates an online marketplace that connects consumers and small businesses with a wide range of lenders and insurance carriers for financial products. What are the underlying business or industry changes driving this perspective?
Actualización del análisis Apr 14

TREE: Insurance Momentum And Diversified Revenue Are Expected To Support Recovery

Analysts have lowered the blended price target on LendingTree from about $81 to roughly $65, reflecting lower assumed future P/E multiples. At the same time, they highlight stronger recent results, improving revenue growth assumptions and solid momentum in the insurance segment.
Actualización del análisis Feb 26

TREE: Stable Outlook And Higher Future P/E Will Support Continued Recovery

The updated analyst price target for LendingTree now stands at $81.33, with analysts pointing to modest adjustments in the discount rate and future P/E assumptions to support this level. Valuation Changes Fair Value: $81.33 remains unchanged, indicating no adjustment to the modeled intrinsic value per share.
Actualización del análisis Feb 11

TREE: Updated Bylaws And Stable Outlook Will Support Continued Recovery

Analysts have maintained their fair value estimate for LendingTree at $81.33, making only minor adjustments to assumptions such as a modestly higher discount rate and a slightly revised future P/E multiple that inform their latest price target update. What's in the News On November 21, 2025, LendingTree's board approved and adopted amendments to the company's Amended and Restated Bylaws, which became effective immediately (company filing).
Actualización del análisis Jan 27

TREE: Normalizing Rates And Improved Leverage Will Support Segment Recovery

Analysts have raised their blended price target for LendingTree by about $10 to the low US$80s, citing solid Q3 results, broad-based growth in personal loans and insurance, and improving leverage. They believe these factors support a more constructive outlook on the shares.
Seeking Alpha Jan 21

LendingTree: Insurance Momentum Remains Strong

Summary LendingTree is rated a buy with a 1-year target price of $78, implying 15% upside from $68. TREE's insurance segment, now over 66% of revenue, drives growth, supported by increased carrier marketing spend. Profitability rebounded in Q3: GAAP net income reached $10.2M, and adjusted EBITDA rose 48% YoY to $39.8M. Key risks include SEO traffic declines from AI-driven search, but paid search remains strong, and TREE's liquidity is stable after debt refinancing. Read the full article on Seeking Alpha
Artículo de análisis Jan 15

Improved Revenues Required Before LendingTree, Inc. (NASDAQ:TREE) Stock's 27% Jump Looks Justified

LendingTree, Inc. ( NASDAQ:TREE ) shares have had a really impressive month, gaining 27% after a shaky period...
Actualización del análisis Jan 12

TREE: Normalizing Rates Will Support Broader Segment Recovery And Operating Leverage Improvements

Narrative Update on LendingTree Analysts have lifted their price expectations for LendingTree into the low to mid US$70 to low US$80 range, citing solid Q3 results, broad-based segment growth led by Insurance, and improved operating leverage that supports a more constructive outlook on the shares. Analyst Commentary Recent Street research paints a mainly constructive picture around LendingTree, with several price target increases tied to Q3 results, segment trends, and updated company guidance.
Actualización del análisis Dec 15

TREE: Normalizing Rates Will Support Durable Gains In Personal Loans And Insurance

Analysts have nudged their price target on LendingTree higher, reflecting a roughly 15 percent upside from prior levels as they point to broad based double digit growth across all segments, particularly in personal loans and insurance, improved operating leverage, and a more favorable outlook as interest rates normalize. Analyst Commentary Bullish analysts highlight that LendingTree's recent quarter underscores the durability of its recovery, with double digit growth across personal loans and insurance reinforcing confidence in the sustainability of higher earnings power and supporting recent price target increases.
Actualización del análisis Nov 29

TREE: Normalizing Rates Will Drive Double-Digit Gains in Key Segments

LendingTree's analyst price target has risen significantly, with recent updates increasing the target by $20 to $83 per share. Analysts highlight broad-based segment growth and improving leverage, supporting a favorable outlook.
Actualización del análisis Nov 15

TREE: Strong Q3 Results and Segment Recovery Will Drive Outperformance

Analysts have raised their price targets for LendingTree by a notable margin. Recent updates reflect increased confidence due to strong quarterly results, broad-based growth across key segments, and expectations of continued recovery as market conditions improve.
Actualización del análisis Nov 01

TREE: Broad-Based Expansion And Rate Cuts Will Drive Future Performance

Analysts have raised LendingTree's fair value estimate from $71 to approximately $81.33, citing broad-based growth and improving financial flexibility as highlighted in recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts have increased their price targets for LendingTree, citing strong quarterly earnings and positive forward guidance as a basis for these adjustments.
Actualización del análisis Sep 09

Digital Finance And AI Integration Will Create Future Value

LendingTree’s consensus price target was raised from $67.67 to $71.00 as analysts cite strong Q2 results, improved company guidance, and expectations of Fed rate cuts boosting the Mortgage segment. Analyst Commentary Bullish analysts are responding to a "solid" Q2 earnings performance.
Artículo de análisis Jul 25

LendingTree, Inc.'s (NASDAQ:TREE) Shares Bounce 38% But Its Business Still Trails The Industry

LendingTree, Inc. ( NASDAQ:TREE ) shareholders are no doubt pleased to see that the share price has bounced 38% in the...
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Nuevo análisis May 04

Cost Control And Relaxed Regulations Will Revive Insurance And Home

Regulatory relief in Insurance is expected to improve customer experience and support revenue and EBITDA growth.
Artículo de análisis Apr 02

LendingTree, Inc. (NASDAQ:TREE) Stock Catapults 31% Though Its Price And Business Still Lag The Industry

The LendingTree, Inc. ( NASDAQ:TREE ) share price has done very well over the last month, posting an excellent gain of...
Artículo de análisis Feb 14

LendingTree, Inc. (NASDAQ:TREE) Stock Rockets 26% But Many Are Still Ignoring The Company

LendingTree, Inc. ( NASDAQ:TREE ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis Dec 08

Cautious Investors Not Rewarding LendingTree, Inc.'s (NASDAQ:TREE) Performance Completely

With a price-to-sales (or "P/S") ratio of 0.7x LendingTree, Inc. ( NASDAQ:TREE ) may be sending bullish signals at the...
Seeking Alpha Sep 19

LendingTree: Solid Fundamental And Financial Outlook Is Backing Price Momentum

Summary LendingTree's share price surged 90% YTD and 271% in the last twelve months, driven by strong performance and expected rate cuts boosting demand. Fundamentals are strengthening with prospects of rate cuts in 2024 and 2025, improving demand for LendingTree's financial products and reducing bad debt risks. Business strategies, particularly in the insurance segment, are yielding significant revenue growth, with plans to replicate this success in home and consumer segments. Despite recent gains, LendingTree remains a buy due to robust financial growth outlook, improved fundamentals, and strategic initiatives positioning it for future success. Read the full article on Seeking Alpha
Artículo de análisis Aug 01

Further Upside For LendingTree, Inc. (NASDAQ:TREE) Shares Could Introduce Price Risks After 28% Bounce

LendingTree, Inc. ( NASDAQ:TREE ) shares have had a really impressive month, gaining 28% after a shaky period...
Artículo de análisis Jul 31

Growth Investors: Industry Analysts Just Upgraded Their LendingTree, Inc. (NASDAQ:TREE) Revenue Forecasts By 19%

LendingTree, Inc. ( NASDAQ:TREE ) shareholders will have a reason to smile today, with the analysts making substantial...
Seeking Alpha Jun 30

LendingTree: Disproportionate Spending On Sales Vs. Cybersecurity

Summary Recent data leak at LendingTree can perhaps find roots in its spending on cybersecurity risk mitigation. The company seems to have weak brand recognition in acquiring and retaining customers, which resulted in costly sales and marketing expenses. Without heavy sales spending, its top line could continue to weaken, which could lead to the deterioration of all margins. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Scott Peyree en comparación con los beneficios de LendingTree?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$181m

Dec 31 2025US$5mUS$507k

US$151m

Sep 30 2025n/an/a

US$14m

Jun 30 2025n/an/a

-US$54m

Mar 31 2025n/an/a

-US$55m

Dec 31 2024US$2mUS$472k

-US$42m

Sep 30 2024n/an/a

-US$36m

Jun 30 2024n/an/a

-US$127m

Mar 31 2024n/an/a

-US$135m

Dec 31 2023US$2mUS$459k

-US$122m

Sep 30 2023n/an/a

-US$146m

Jun 30 2023n/an/a

-US$156m

Mar 31 2023n/an/a

-US$164m

Dec 31 2022US$4mUS$460k

-US$188m

Sep 30 2022n/an/a

-US$129m

Jun 30 2022n/an/a

US$25m

Mar 31 2022n/an/a

US$43m

Dec 31 2021US$4mUS$456k

US$73m

Compensación vs. Mercado: La compensación total de Scott($USD4.89M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD2.55M).

Compensación vs. Ingresos: La compensación de Scott ha sido consistente con los resultados de la empresa en el último año.


CEO

Scott Peyree (48 yo)

less than a year
Permanencia
US$4,888,692
Compensación

Mr. Scott Peyree is Chief Executive Officer & Director of LendingTree, LLC from 2025. Mr. Peyree was President of Marketplace Businesses & COO of LendingTree, LLC until 2025. Mr. Peyree is Chief Executive...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Scott Peyree
CEO, President & Directorless than a yearUS$4.89m0.97%
$ 5.3m
Jason Bengel
CFO & Treasurer1.8yrsUS$1.82m0.11%
$ 605.8k
Heather Enlow-Novitsky
General Counsel & Corporate Secretaryno dataUS$1.55m0.057%
$ 311.4k
Jill Olmstead
Chief Human Resources Officer7.6yrsUS$2.29m0.29%
$ 1.6m
Ian Smith
Chief Operating Officerless than a yearsin datos0.15%
$ 792.7k
Carla Shumate
Senior VP & Chief Accounting Officer13.3yrsUS$1.13m0.14%
$ 765.8k
Andrew Wessel
SVP of Investor Relations & Corporate Development1.9yrssin datossin datos
Tamara Kotronis
Senior Vice President of Finance13.4yrssin datossin datos
Arun Sankaran
Chief Information Security Officer7.5yrssin datossin datos
Matt Schulz
Chief Industry Analyst7.8yrssin datossin datos
Eoghan Nolan
Senior Vice President of Product Management2.9yrssin datossin datos
Sarah Guidry
Senior Vice President of Analytics & Corporate Strategy1.9yrssin datossin datos
2.9yrs
Permanencia media
48yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TREE se considera experimentado (2.9 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Scott Peyree
CEO, President & Director1.3yrsUS$4.89m0.97%
$ 5.3m
G. Thompson
Independent Director9.2yrsUS$255.10k0.18%
$ 968.9k
Mark Ernst
Independent Director4.1yrsUS$244.35k0.32%
$ 1.7m
Thomas Davidson
Independent Director9.2yrsUS$258.10k0.094%
$ 512.4k
Gabriel Dalporto
Independent Director8.8yrsUS$241.79k0.097%
$ 525.7k
Steven Ozonian
Independent Chairman of the Board14.9yrsUS$387.05k0.11%
$ 615.6k
Robin Henderson
Independent Director11.5yrsUS$252.60k0.088%
$ 477.0k
Saras Sarasvathy
Independent Director10.8yrsUS$252.60k0.10%
$ 558.3k
Diego Rodriguez
Independent Director4.1yrsUS$255.10k0.058%
$ 316.4k
9.2yrs
Permanencia media
55yo
Promedio de edad

Junta con experiencia: La junta directiva de TREE se considera experimentada (9.2 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 18:41
Precio de las acciones al final del día2026/05/08 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

LendingTree, Inc. está cubierta por 16 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Nathaniel SchindlerBofA Global Research
Mark Stephen MahaneyCitigroup Inc
Kunal MadhukarDeutsche Bank