Every 8-K that LendingTree, Inc. (TREE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow TREE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TREE filings page.
LendingTree, Inc. reported Q2 2026 revenue of $313.4 million, a 25% year‑over‑year increase, and GAAP net income of $9.6 million ($0.68 diluted EPS), up 8%. Variable marketing margin was $87.3 million (28% of revenue), and adjusted EBITDA reached $35.2 million, 11% higher year over year and 11% of revenue.
The Insurance segment delivered revenue of $209.3 million, 42% above Q2 2025, with segment profit of $50.0 million. Home revenue was $43.9 million (up 9%), while Consumer revenue was $60.3 million (down 4%), each with segment profit declining 14% year over year. For the first six months of 2026, revenue totaled $640,689 thousand and net income was $26,840 thousand, compared with $(3,513) thousand in 2025.
Cash and cash equivalents were $110,766 thousand at June 30, 2026, against long‑term debt of $386,351 thousand. Management updated 2026 guidance to revenue of $1.30 to $1.32 billion, variable marketing margin of $364 to $374 million, and adjusted EBITDA of $145 to $152 million, and guided Q3 2026 revenue to $325 to $335 million, variable marketing margin to $88 to $93 million, and adjusted EBITDA to $34 to $36 million.
LendingTree, Inc. reported voting results from its 2026 Annual Meeting of Stockholders. Holders of 13,953,018 common shares were entitled to vote and 11,610,156 shares were represented in person or by proxy, establishing a quorum.
Stockholders elected nine directors to one-year terms, with each nominee receiving more votes "for" than "against." They also approved, on an advisory and non-binding basis, the Company’s executive compensation. In addition, stockholders ratified the appointment of PricewaterhouseCoopers LLP as LendingTree’s independent registered public accounting firm for the 2026 fiscal year.
LendingTree, Inc. is announcing the departure of Chief Human Resources Officer Jill Olmstead, whose employment will be terminated without cause effective May 31, 2026. Under the company’s Executive Severance Pay Plan, she will receive cash severance equal to 1.0x her base salary, paid over 12 months, accelerated vesting of equity awards that would have vested in the 12 months after termination, and reimbursement of 12 months of COBRA premiums for her and eligible dependents.
The company will also enter into a consulting agreement under which Olmstead will provide transition services from June 1, 2026 through March 31, 2027 for fees of $10,000 per month in exchange for up to 80 hours of services on average per month. For purposes of the 2023 Stock Plan, this consulting service will count as continuous service so that, upon completion, she is treated as satisfying the “Rule of 65,” allowing eligible equity awards with retirement provisions to continue vesting under their existing terms.
LendingTree, Inc. reported strong first quarter 2026 results, with revenue of $327.3 million, up 37% from the prior-year quarter. GAAP net income was $17.3 million, compared with a loss a year ago, equal to $1.22 per diluted share.
Variable marketing margin reached $99.5 million, up 28% year over year, and adjusted EBITDA rose 71% to $42.0 million, reflecting improved operating leverage. The Insurance segment led growth with revenue of $221.9 million, up 51%, and segment profit of $57.9 million, up 50%.
Home segment revenue grew to $39.1 million but segment profit declined 24% due to higher media costs, while Consumer revenue increased 18% to $66.3 million. Management highlighted new AI-driven marketing tools and a redesigned homepage, and raised full-year 2026 guidance for revenue, variable marketing margin, and adjusted EBITDA.
LendingTree, Inc. reported strong fourth-quarter 2025 results, with revenue of $319.7 million, up 22% from a year earlier. GAAP net income jumped to $144.7 million, or $10.27 per diluted share, largely due to a $146.4 million tax benefit from reducing a valuation allowance on deferred tax assets.
Core operating metrics also improved. Variable marketing margin reached $92.0 million, up 6%, and adjusted EBITDA rose 14% to $36.7 million, though adjusted net loss per share was $(0.39). Insurance revenue grew 25% to $214.6 million, while Consumer and Home revenues increased 23% and 6%, respectively. For full-year 2025, revenue grew to $1.12 billion and net income was $151.3 million. The company issued 2026 guidance calling for further growth in revenue, variable marketing margin, and adjusted EBITDA.
LendingTree, Inc. reported that its Compensation Committee approved a bonus payment of $932,301 to be paid to the estate of Doug Lebda, the company’s Founder and former Chairman and Chief Executive Officer. The committee determined this amount as the pro-rata portion of the bonus earned before his untimely passing for the year ending December 31, 2025.
LendingTree, Inc. has appointed Ian Smith as its new Chief Operating Officer. Smith previously served as Senior Vice President of Insurance at LendingTree’s subsidiary QuoteWizard.com, LLC, where he led the insurance marketplace and helped grow the business since joining in 2005. As COO, he will oversee company-wide operations and work with leadership teams to align strategy, operations, and customer experience.
Smith, age 43, will receive a base salary of $400,000 per year starting January 1, 2026, with an annual bonus opportunity targeting 60% of base salary, and he may receive annual equity awards at the company’s discretion. The company states there are no family relationships, special arrangements, or related party transactions tied to his appointment.
LendingTree, Inc. reported that its Board of Directors approved and adopted amendments to the company’s Fifth Amended and Restated Bylaws, effective November 21, 2025. The changes were made in light of new Securities and Exchange Commission rules on universal proxy cards, recent updates to the Delaware General Corporation Law, and a periodic governance review.
The amended bylaws update provisions for electronic and hybrid stockholder meetings, clarify advance notice requirements for stockholder nominations and proposals, revise officer titles and responsibilities to reflect the current management structure, and align annual meeting provisions with recent Delaware law changes. The company states that these updates are intended to strengthen its corporate governance framework and improve administrative efficiency. The full text of the amended bylaws is provided as an exhibit.
LendingTree, Inc. reported that it announced financial results for the quarter ended September 30, 2025. The company furnished a press release as Exhibit 99.1 and a Shareholder Letter as Exhibit 99.2. These materials are provided under Item 2.02 and are furnished, not filed, under the Exchange Act.
The company’s common stock trades on The Nasdaq Stock Market under the symbol TREE.
LendingTree, Inc. announced leadership changes following the unexpected passing of Founder and former Chairman and CEO Doug Lebda on October 12, 2025. On October 13, 2025, the Board appointed Scott Peyree as President and Chief Executive Officer, effective immediately, and named him the company’s principal executive officer. Peyree, previously Chief Operating Officer and President, LendingTree Marketplace, will continue those responsibilities within his CEO role, and the separate COO and Marketplace President positions were eliminated.
The Board also appointed Steve Ozonian, previously Lead Independent Director since 2016, as Chairman of the Board, effective immediately. The company stated there is no change in compensation for Peyree due to this appointment, and he will not receive Board compensation under the non-employee director program.
LendingTree, Inc. entered into a new $475 million first lien credit facility with Bank of America and Truist, consisting of $400 million in initial term loans and a $75 million revolving credit line. The agreement carries a five-year maturity, with interest on the term loans at SOFR plus 450 basis points, and a margin step-down if Moody’s assigns a corporate family rating of B2 (stable) or better.
Interest on the revolving loans is set at SOFR plus 350 basis points. The company plans to use the new facility to refinance existing debt with Truist and Apollo and for working capital and general corporate purposes. The facility includes a maximum first lien net leverage covenant of 5.0x when the revolver is drawn above $20 million, mandatory prepayments tied to asset sales, excess cash flow and new debt issuance, and is secured by liens on substantially all assets of LendingTree and its material subsidiaries.