LendingTree, Inc.

NasdaqGS:TREE Stock Report

Market Cap: US$544.2m

LendingTree Management

Management criteria checks 3/4

LendingTree's CEO is Scott Peyree, appointed in Oct 2025, has a tenure of less than a year. total yearly compensation is $4.89M, comprised of 10.4% salary and 89.6% bonuses, including company stock and options. directly owns 0.97% of the company’s shares, worth $5.28M. The average tenure of the management team and the board of directors is 2.9 years and 9.2 years respectively.

Key information

Scott Peyree

Chief executive officer

US$4.9m

Total compensation

CEO salary percentage10.38%
CEO tenureless than a year
CEO ownership1.0%
Management average tenure2.9yrs
Board average tenure9.2yrs

Recent management updates

Recent updates

New Narrative 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?
New Narrative 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?
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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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New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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

CEO Compensation Analysis

How has Scott Peyree's remuneration changed compared to LendingTree's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Scott's total compensation ($USD4.89M) is above average for companies of similar size in the US market ($USD2.55M).

Compensation vs Earnings: Scott's compensation has been consistent with company performance over the past year.


CEO

Scott Peyree (48 yo)

less than a year
Tenure
US$4,888,692
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
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 yearno data0.15%
$ 792.7k
Carla Shumate
Senior VP & Chief Accounting Officer13.3yrsUS$1.13m0.14%
$ 765.8k
Andrew Wessel
SVP of Investor Relations & Corporate Development1.9yrsno datano data
Tamara Kotronis
Senior Vice President of Finance13.4yrsno datano data
Arun Sankaran
Chief Information Security Officer7.5yrsno datano data
Matt Schulz
Chief Industry Analyst7.8yrsno datano data
Eoghan Nolan
Senior Vice President of Product Management2.9yrsno datano data
Sarah Guidry
Senior Vice President of Analytics & Corporate Strategy1.9yrsno datano data
2.9yrs
Average Tenure
48yo
Average Age

Experienced Management: TREE's management team is considered experienced (2.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
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
Average Tenure
55yo
Average Age

Experienced Board: TREE's board of directors are considered experienced (9.2 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 11:46
End of Day Share Price 2026/05/08 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

LendingTree, Inc. is covered by 16 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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