LendingTree, Inc. (TREE)

In the past six months, LendingTree's stock experienced several notable events, including a 19% year-over-year revenue growth in the Second Quarter 2025, driven by strong performance in its insurance segment. The company closed a $475 million credit facility on August 22, 2025. On September 8, 2025, the stock reached a 52-week high of $73.26, attributed to growth in its insurance and consumer segments and effective expense management. The company applauded a landmark privacy bill protecting homebuyers from unwanted solicitation on September 9, 2025. The unexpected passing of CEO Doug Lebda led to the appointment of COO Scott Peyree as the new CEO on October 13, 2025. LendingTree is scheduled to release its Third Quarter 2025 earnings on October 30, 2025. Analyst ratings for TREE have been mixed, resulting in a consensus "Moderate Buy" rating. Insider selling by General Counsel Heather Enlow-Novitsky was reported in August 2025. As of October 20, 2025, the stock price was $58.23 per share, marking a 2.70% increase from October 21, 2024.

LendingTree's business is subject to seasonality, particularly influenced by the housing market, where a slowdown can impact demand for mortgage products. However, the company's insurance segment has demonstrated strong and consistent growth, which may help mitigate seasonal fluctuations. The Home segment experienced solid growth in the first quarter of 2025, driven by healthy demand for home equity loans.

LendingTree, Inc. is an online lending marketplace connecting consumers with lenders for financial products, operating primarily in the United States. The company's core business empowers consumers to compare offers for financial services, segmented into Home, Consumer, and Insurance. The Home segment includes various mortgage options, while the Consumer segment provides access to credit cards, loans, and debt settlement services. The Insurance segment offers quotes for various insurance products. LendingTree also provides free credit scores, credit monitoring, and financial education tools, with brands and subsidiaries including CompareCards, DepositAccounts.com, and ValuePenguin.

LendingTree, Inc. is headquartered in Charlotte, North Carolina, and primarily operates within the United States. In addition to its headquarters, LendingTree maintains other office locations across the U.S., including Fort Mill, San Mateo, Tahlequah, Beachwood, Chicago, Denver, Jacksonville, New York, and Rancho Cordova.

In the past year, LendingTree has focused on simplifying financial decisions for consumers through choice, education, and support. The company's support for a landmark privacy bill protecting homebuyers in September 2025 could positively impact its reputation. The unexpected passing of CEO Doug Lebda in October 2025 is a significant corporate event, but its long-term impact on the company's brand reputation is not explicitly detailed.

LendingTree's ownership structure is characterized by a significant institutional presence, with institutional shareholders holding approximately 57.89% to 79.71% of the company's stock. Major institutional owners include Mariner, LLC, BlackRock, Inc., and Vanguard Group Inc. Douglas R. Lebda, the company's founder and former CEO, was the largest individual shareholder. Retail investor ownership varies in reports, ranging from 0.00% to 53.77%.