Life Time Group Holdings, Inc.(LTH)Stock Analysis
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Rank #445 of 2,879 stocksTOP 25%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
LTH Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Life Time Group Holdings, Inc. (LTH), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores LTH at 67.8/100 on a 32-signal composite quality model, placing it at rank #445 of 2,879 stocks — the top 25% of the AI-ranked universe. LTH scores in the top quartile across institutional flow (93.7), earnings quality (93.0), profitability (78.6). Areas of concern include free cash flow (32.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 43.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Life Time Group Holdings, Inc. reports quarterly revenue of $788.7M, net income of $88.1M, an operating margin of 17.1%. Top institutional holders of LTH by reported 13-F value include Leonard Green & Partners, L.P., BlackRock,, TPG GP A,, based on the most recent SEC filings. LTH trades on the NYSE exchange and files with the SEC under CIK 1869198. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LTH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Life Time Group Holdings, Inc. directly from SEC EDGAR. Life Time Group Holdings, Inc.'s 13F Pro composite quality score has ranged between 8 and 76 since 2022, currently 67.8 — an improving long-term trajectory across 51 quarterly and live scoring snapshots.
What's Driving LTH's Business? Latest 10-Q Breakdown
AI-extracted from Life Time Group Holdings, Inc.'s 10-Q filed 2026-05-05 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Biggest Revenue Drivers
Total revenue: $788.7M+11.6% YoY
Strong growth in membership dues from improved mix and new/ramping centers, plus higher in-center utilization especially in Dynamic Personal Training.
Within Center revenue
Higher average monthly dues per membership due to improved membership mix and growth in new and ramping centers.
Higher utilization of in-center offerings by members, particularly Dynamic Personal Training.
Improved performance of Life Time Work locations and events business.
Largest Expense Items
Operating costs related to new and ramping centers, increased club utilization, and support for in-center revenue growth.
Sale-leaseback transactions, taking possession of leased properties, and higher contingent rent based on center-specific revenue.
New center openings and capitalized software development costs.
Increases in center support overhead to enhance and broaden member services and experiences.
Margins: Operating margin expanded to 17.1% from 15.3% YoY. Adjusted EBITDA margin improved to 28.7% from 27.1% YoY, reflecting strong operational leverage from revenue growth despite increases in rent and center operations expenses tied to new openings and higher member utilization.
Watch Items from the Filing
- Heavy capital expenditure of $260.0M in Q1 2026 versus $142.5M in Q1 2025, driven by new center construction expansion targeting 12–14 centers annually. Free cash flow was negative $61.2M in Q1 2026 versus positive $41.4M in Q1 2025.
- Zurich American Insurance litigation: Court of Appeals reversed summary judgment in Life Time's favor on August 11, 2025. Zurich paid ~$40M in November 2025 for 26 of 29 occurrences. Settlement of remaining three occurrences closed in April 2026; additional recovery to be recognized in Q2 2026.
- Asset-light strategy expansion: ~71% of centers now leased (83% of new centers since 2015). During April 2026, company closed sale-leasebacks of five owned properties for ~$200M proceeds; expects additional $200M in proceeds during 2026.
- Average revenue per center membership increased to $930 in Q1 2026 from $844 in Q1 2025. Qualified medical memberships declining as third-party programs terminate; company limiting these offerings and converting to direct memberships.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$788.7M
Net Income
Q1 2026
$88.1M
Free Cash Flow
Q1 2026
$-61.2M
Operating Margin
Q1 2026
17.1%
D/E Ratio
Q1 2026
0.47
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+35.1% YoYNet Income
+391.3% YoYOperating Income
+113.7% YoYEPS (Diluted)
+348.6% YoYTotal Assets
+13.9% YoYTotal Debt
-23.8% YoYOp. Cash Flow
+88.0% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $3.00B +35.1% | $2.22B +21.6% | $1.82B +38.3% | $1.32B +39.0% | $948.4M -50.1% | $1.90B |
| Net Income | $373.7M +391.3% | $76.1M +4342.2% | $-1.8M +99.7% | $-579.4M -60.9% | $-360.2M -1299.6% | $30.0M |
| Operating Income | $481.3M +113.7% | $225.2M +103.6% | $110.6M +122.3% | $-495.2M -37.9% | $-359.1M -313.4% | $168.3M |
| EPS (Diluted) | $1.66 +348.6% | $0.37 +3800.0% | $-0.01 +99.7% | $-3.73 -50.4% | $-2.48 -1227.3% | $0.22 |
| Total Assets | $8.01B +13.9% | $7.03B +6.1% | $6.63B +5.9% | $6.26B +4.0% | $6.02B | — |
| Total Debt | $1.53B -23.8% | $2.01B +9.3% | $1.84B +0.7% | $1.82B -24.4% | $2.41B | — |
| Operating Cash Flow | $870.5M +88.0% | $463.0M +130.4% | $201.0M +1103.4% | $-20.0M +79.1% | $-96.0M -126.8% | $358.7M |
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Top Institutional Holders of LTH
Leonard Green & Partners, L.P.
$671.0M24,906,061 shBlackRock, Inc.
$592.7M22,002,018 shTPG GP A, LLC
$480.4M17,830,652 shVANGUARD PORTFOLIO MANAGEMENT LLC
$219.3M8,141,968 shDIMENSIONAL FUND ADVISORS LP
$217.9M8,090,037 shAMERIPRISE FINANCIAL INC
$178.1M6,567,308 shWELLINGTON MANAGEMENT GROUP LLP
$167.3M6,209,156 shVANGUARD CAPITAL MANAGEMENT LLC
$166.2M6,169,687 shSTATE STREET CORP
$152.7M5,667,473 shAMERICAN CENTURY COMPANIES INC
$114.6M4,254,385 sh
| Fund | Value | Shares |
|---|---|---|
| Leonard Green & Partners, L.P. | $671.0M | 24,906,061 |
| BlackRock, Inc. | $592.7M | 22,002,018 |
| TPG GP A, LLC | $480.4M | 17,830,652 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $219.3M | 8,141,968 |
| DIMENSIONAL FUND ADVISORS LP | $217.9M | 8,090,037 |
| AMERIPRISE FINANCIAL INC | $178.1M | 6,567,308 |
| WELLINGTON MANAGEMENT GROUP LLP | $167.3M | 6,209,156 |
| VANGUARD CAPITAL MANAGEMENT LLC | $166.2M | 6,169,687 |
| STATE STREET CORP | $152.7M | 5,667,473 |
| AMERICAN CENTURY COMPANIES INC | $114.6M | 4,254,385 |
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Is LTH a good stock to buy?
13F Pro's AI-powered analysis of Life Time Group Holdings, Inc. (LTH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LTH are available on the LTH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own LTH?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LTH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Life Time Group Holdings, Inc.'s investment landscape.