LTH Life Time Group Holdings, Inc.

BEARISH Impact: 8/10 Insider Cluster (8 insiders)
Horizon days Filed May 5, 2026 Processed 1mo ago
Insider cluster: 8 insiders, $318.7M total
Latest settled — T+20d ⚠ clustered
LTH ▲ +9.43% at T+20d
SHORT call ✗ call lost -9.43% · α vs SPY -4.47% · entry $29.38 → $32.15
Next anchor: T+60d in 7w
Currently $34.31 · -16.78% from $29.38 entry (call sign-flipped)
Entry anchored
May 4, 03:59 PM ET
via Databento tick
T+1d
+14.33%
call -14.33% · α -12.94%
$33.59
settled 6w ago
T+5d
+10.07%
call -10.07% · α -8.09%
$32.34
settled 5w ago
T+20d
+9.43%
call -9.43% · α -4.47%
$32.15
settled 11d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

A massive insider selling cluster at Life Time Group Holdings (LTH) totaling ~$318.7M in open-market sales over a 7-day window, including $157M each from directors Galashan and Danhakl, and $71M from 10% owner Danhakl. The selling coincides with a $28.60/share private share repurchase by the company from certain stockholders, and follows strong Q1 2026 earnings that beat consensus and raised full-year guidance. The sheer scale of insider sales — ~4.5% of market cap — is highly material and suggests insiders are monetizing positions at elevated prices despite the company's positive operating momentum.

Key Financial Metrics

Direction
selling
Total Value
$318.7M
Insiders
8

Actionable Insight

The magnitude of insider selling — particularly the $157M each from two directors and $71M from a 10% owner — is a powerful negative signal that overrides the positive earnings report. Traders should watch for further insider filings and potential secondary offerings. The $28.60 private repurchase price is ~10% below the $31.46 public sale price, suggesting some insiders were willing to accept a discount for liquidity. Consider short-term bearish positioning with a target of $28-29 (the repurchase level) as support.

Key Facts

  • Total insider open-market sales of ~$318.7M over 7 days, representing ~4.5% of LTH's $7.1B market cap
  • Directors Galashan and Danhakl each sold ~$157M worth of shares on May 7 at $31.46/share
  • 10% owner Danhakl sold an additional $71.3M on May 5 at $28.60/share as part of a private repurchase
  • The company simultaneously repurchased shares at $28.60 from certain selling stockholders in a private transaction
  • Q1 2026 revenue of $788.7M (+11.7% YoY) and EPS of $0.39 (+14.7% YoY) beat consensus estimates
  • Full-year 2026 guidance raised across revenue, adjusted EBITDA, and comparable center revenue growth
  • Sale-leaseback target increased to ~$400M
  • EVP & Chief Admin Officer Buss exercised 512,791 options at $10 and sold 192,217 shares for $6.15M
  • Director Lasher exercised 150,000 options and sold 50,000 shares for $1.62M
  • EVP & CFO Weaver sold 22,000 shares for $719K; EVP & Chief Digital Officer Singh sold 40,202 shares for $1.2M

Financial Impact

Insider sales of ~$318.7M represent ~4.5% of market cap, the largest insider selling cluster in LTH's history as a public company

dilutionmarket capinsider ownership

Risk Factors

  • Insiders may continue selling, further pressuring the stock
  • The private repurchase at $28.60 could act as a price ceiling if more insiders seek to monetize
  • Despite strong earnings, the massive insider selling suggests limited confidence in near-term upside
  • Potential secondary offering or lockup expiration could add supply

Market Snapshot

Exchange
NYSE
Sector
Services-Membership Sports & Recreation Clubs
Analyst Consensus
89% bullish (18 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-LTH-1778547418099
20 reports for LTH
Performance horizon
57% Hit rate 4 of 7 directional calls best @ T+1▲ +14.33%May 5, 2026
Filters
Rows
Reports for LTH — sortable, filterable
Type Now
Jun 12, 2026
today
Insider Cluster
BEARISH ★ 7/10
$34.32 awaiting T+5awaiting T+5$34.31 (+0.01%)
Jun 12, 2026
1d ago
Institutional Cluster
BULLISH ★ 5/10
$34.88 awaiting T+5awaiting T+5$34.31 (−1.63%)
Jun 5, 2026
7d ago
Insider Cluster
BEARISH ★ 6/10
$32.69 awaiting T+5awaiting T+5$34.31 (−4.96%)
May 27, 2026
17d ago
Insider Cluster
BEARISH ★ 7/10
$33.09 $31.77▲ +3.99%▲ +4.46%$34.31 (−3.69%)
May 22, 2026
22d ago
144
BEARISH ★ 5/10
$32.07 $31.34▲ +2.28%▲ +3.93%$34.31 (−6.98%)
May 22, 2026
22d ago
144
NEUTRAL ★ 3/10
$32.07 $31.34▼ −2.28%▼ −3.93%$34.31 (+6.98%)
May 22, 2026
22d ago
144
BEARISH ★ 6/10
$32.07 $31.34▲ +2.28%▲ +3.93%$34.31 (−6.98%)
May 8, 2026
5w ago
144
NEUTRAL ★ 4/10
$31.93 $33.76▲ +5.73%▲ +4.27%$34.31 (+7.45%)
May 8, 2026
5w ago
144
BEARISH ★ 6/10
$31.93 $33.76▼ −5.73%▼ −4.27%$34.31 (−7.45%)
May 8, 2026
5w ago
144
BEARISH ★ 5/10
$31.93 $33.76▼ −5.73%▼ −4.27%$34.31 (−7.45%)
Showing 10 of 20

US Market Status

Market Closed — Opens Mon (49h 30m)

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