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LendingTree (TREE) SEC Filings, Mar-May 2026

TREE NASDAQ

LendingTree, Inc. filings document the financial results, governance actions and executive matters of an online financial services marketplace. Form 8-K disclosures report quarterly operating results and financial condition, including revenue, net income, variable marketing margin, adjusted EBITDA and performance across the Home, Consumer and Insurance segments.

Proxy materials cover board elections, advisory executive-compensation votes and auditor ratification. Other material-event filings record executive appointments, compensatory arrangements, amendments to the company’s bylaws, stockholder-meeting provisions, advance-notice procedures and governance updates tied to LendingTree’s public-company structure.

Rhea-AI Summary

LendingTree, Inc. reported a strong turnaround for the quarter ended March 31, 2026. Revenue rose to $327.3 million, up 37% from $239.7 million a year earlier, driven mainly by rapid growth in the Insurance and Consumer segments.

The company generated net income of $17.3 million, compared with a net loss of $12.4 million in the prior-year quarter, with diluted earnings per share improving to $1.22 from a loss of $0.92. Adjusted EBITDA increased to $42.0 million from $24.6 million.

Insurance revenue climbed 51% to $221.9 million on higher volume and better revenue per consumer, while Consumer revenue grew 18% to $66.3 million, helped by a 49% increase in small business lending revenue. Home revenue grew 6% amid ongoing mortgage headwinds. The company ended the quarter with $85.5 million in cash and cash equivalents and $398.0 million outstanding under its 2025 term loan facility.

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Rhea-AI Summary

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.

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Filing
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Rhea-AI Summary

LendingTree, Inc. is asking stockholders to elect nine directors, approve its executive compensation on an advisory basis, and ratify PricewaterhouseCoopers LLP as independent auditor at the 2026 virtual annual meeting.

The company reports strong 2025 results, with revenue of about $1.12 billion, up roughly 24% year over year, driven mainly by its Insurance and Consumer segments. Pre-bonus adjusted EBITDA reached $151.4 million, leading the Compensation Committee to fund the 2025 bonus pool at 119% of target under its pay‑for‑performance plan.

The Board highlights that 89% of director nominees are independent, the Chairman is an independent non-employee, directors are elected annually under a majority voting standard, and stock ownership guidelines apply to directors and executives. Executive pay emphasizes equity awards, performance-based incentives, no excise tax gross‑ups, and a Dodd‑Frank compliant clawback policy.

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The Vanguard Group filed an Schedule 13G/A amendment regarding LendingTree Inc. The filing states that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries will report beneficial ownership separately. The amendment reports 0 shares beneficially owned and 0% of LendingTree common stock. The form is signed by Ashley Grim on 03/27/2026.

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LendingTree, Inc. Chief Executive Officer Peyree Scott reported routine equity compensation activity involving restricted stock units and related tax withholding. On March 10, 2026, Scott exercised or converted derivative awards into 12,499 shares of common stock, consisting of restricted stock units and performance-vested restricted stock units that convert into common stock on a one-for-one basis.

To cover tax obligations on these awards, 4,930 shares of common stock were withheld at $42.65 per share, characterized as payment of tax liabilities rather than open-market sales. Following these transactions, Scott directly held 122,498 common shares. The filing also lists additional indirect common stock holdings through a revocable trust and grantor retained annuity trusts, with a footnote stating Scott disclaims beneficial ownership of the grantor retained annuity trust shares.

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LendingTree, Inc. Chief Operating Officer Ian Malcolm Smith reported routine equity compensation activity. On March 10, 2026, he exercised restricted stock units that converted into 3,333 shares of common stock at $0.00 per share. To cover tax obligations, 989 common shares were withheld at $42.65 per share, leaving him with 20,327 common shares held directly after these transactions.

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LendingTree, Inc. Chief Human Resources Officer Jill Olmstead reported compensation-related equity activity. She exercised restricted stock units into 9,999 shares of common stock at $0.00 per share, and after this exercise held 20,001 restricted stock units directly. Following related common stock entries, she directly owned 40,274 shares of common stock. A separate entry shows 3,689 shares of common stock were withheld at $42.65 per share to satisfy tax obligations. The filing notes that restricted stock units convert into common stock on a one-for-one basis and vest in three substantially equal annual installments beginning on March 10, 2026 in line with the original award terms.

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LendingTree, Inc. Chief Accounting Officer Carla Shumate exercised restricted stock units that converted into 4,166 shares of common stock on March 10, 2026. To cover tax obligations, 1,185 shares were withheld at a value of $42.65 per share rather than sold on the open market.

After these transactions, Shumate directly held 19,600 shares of LendingTree common stock and had 8,334 restricted stock units outstanding, which are scheduled to vest in three substantially equal annual installments beginning on March 10, 2026. She also reported 18 shares held indirectly through her daughter.

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LendingTree, Inc. General Counsel & Corporate Secretary Heather Enlow‑Novitsky exercised restricted stock units into 5,666 shares of common stock at a conversion price of $0.00 per share. To satisfy tax obligations, 1,612 shares were withheld at a value of $42.65 per share.

After these compensation-related transactions, she holds 7,986 shares of common stock directly. The restricted stock units convert into common stock on a one‑for‑one basis and will vest in three substantially equal annual installments beginning on March 10, 2026, under the original award terms.

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FAQ

How many LendingTree (TREE) SEC filings are available on StockTitan?

StockTitan tracks 74 SEC filings for LendingTree (TREE), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for LendingTree (TREE)?

The most recent SEC filing for LendingTree (TREE) was filed on May 1, 2026.