LTH Life Time Group Holdings, Inc.
Price Chart
Executive Summary
Two 10% owner/directors sold a combined $141.3M of LTH stock at $28.60 per share on May 5, 2026, in a private sale that was simultaneously repurchased by the company under a share repurchase agreement. The sales represent ~1.9% of market cap and are directly linked to the company's own buyback program, not open-market selling by insiders. The company reported strong Q1 2026 earnings (revenue +11.7% YoY, EPS +14.7% YoY) and raised full-year guidance just days earlier, providing positive fundamental context.
Key Financial Metrics
Actionable Insight
The $141.3M insider sale is a structured liquidity event for 10% owners, not a bearish signal — the company is the buyer. With strong Q1 results and raised guidance, the repurchase at $28.60 (below the current market price if above that level) is accretive. Monitor for any additional insider sales in the next 30 days; if these same holders file Form 4 sales at market prices, that would be a different signal.
Key Facts
- Two 10% owner/directors (Green LTF Holdings II LP and John G. Danhakl) sold 4.94M shares total at $28.60/share in a private sale on May 5, 2026
- Total sale value: $141.3M, representing ~1.9% of LTH's $7.5B market cap
- The company simultaneously repurchased all shares under a share repurchase agreement dated May 5, 2026, at the same $28.60 price
- Q1 2026 revenue was $788.7M (+11.7% YoY), GAAP diluted EPS $0.39 (+14.7% YoY), beating consensus estimates
- Full-year 2026 guidance raised across revenue, adjusted EBITDA, and comparable center revenue growth
- Two EVPs had routine tax-withholding transactions totaling ~$228K on May 1, 2026 — non-cash and immaterial
Financial Impact
Insider sales of $141.3M (1.9% of market cap) were fully absorbed by company repurchase at $28.60/share — no net dilution to public float
Risk Factors
- 10% owners reducing stakes could signal eventual broader distribution of shares into the market
- Company deploying $141.3M on buyback reduces cash available for operations or growth investments
- If stock price declines below $28.60, the repurchase price becomes a potential resistance level
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-LTH-1778195212716 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 12, 2026
2d ago
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Insider Cluster
| $34.32 awaiting T+5 | awaiting T+5 | — | $34.31 (+0.01%) |
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Jun 12, 2026
2d ago
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Institutional Cluster
| $34.88 awaiting T+5 | awaiting T+5 | — | $34.31 (−1.63%) |
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Jun 5, 2026
9d ago
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Insider Cluster
| $32.69 awaiting T+5 | awaiting T+5 | — | $34.31 (−4.96%) |
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May 27, 2026
19d ago
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Insider Cluster
| $33.09 $31.77 | ▲ +3.99% | ▲ +4.46% | $34.31 (−3.69%) |
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May 22, 2026
24d ago
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144
| $32.07 $31.34 | ▲ +2.28% | ▲ +3.93% | $34.31 (−6.98%) |
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May 22, 2026
24d ago
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144
| $32.07 $31.34 | ▼ −2.28% | ▼ −3.93% | $34.31 (+6.98%) |
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May 22, 2026
24d ago
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144
| $32.07 $31.34 | ▲ +2.28% | ▲ +3.93% | $34.31 (−6.98%) |
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May 8, 2026
5w ago
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144
| $31.93 $33.76 | ▲ +5.73% | ▲ +4.27% | $34.31 (+7.45%) |
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May 8, 2026
5w ago
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144
| $31.93 $33.76 | ▼ −5.73% | ▼ −4.27% | $34.31 (−7.45%) |
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May 8, 2026
5w ago
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144
| $31.93 $33.76 | ▼ −5.73% | ▼ −4.27% | $34.31 (−7.45%) |
US Market Status
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