Life Time Group Holdings (LTH)

• Market cap: $6.68B
• 1 day: -3.13%
• 5 days: -0.07%
• 1 month: 1.52%
• 3 months: 3.09%
• 6 months: 32.56%
• Year to date: 36.94%
• 1 year: 124.45%
• 5 years: 72.73%
• 10 years: 72.73%
• Sector: Consumer Discretionary
• Industry: Leisure

About: Life Time Group Holdings Inc is a lifestyle and leisure brand offering health, fitness, and wellness experiences to a community. It is engaged in designing, building, and operating distinctive and large, multi-use sports and athletic, professional fitness, family recreation, and spa centers in a resort-like environment, principally in residential locations of metropolitan areas in the United States and Canada.

Employees: 42,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

126% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 43

80% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 35

14% more funds holding

Funds holding: 188 [Q3] → 215 (+27) [Q4]

0.61% less ownership

Funds ownership: 80.73% [Q3] → 80.12% (-0.61%) [Q4]

9% less capital invested

Capital invested by funds: $4.05B [Q3] → $3.67B (-$381M) [Q4]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]

75% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $9.19M

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $30 2% downside
• Avg. target: $37 20% upside
• High target: $45 47% upside

5 analyst ratings

• positive: 3 60%
• neutral: 2 40%
• negative: 0 0%

Mizuho John Baumgartner 47% 1-year accuracy 9 / 19 met price target	34% upside $41	Outperform Maintained	5 Mar 2025
Goldman Sachs Kate McShane 64% 1-year accuracy 21 / 33 met price target	4% upside $32	Neutral Maintained	3 Mar 2025
Guggenheim John Heinbockel 63% 1-year accuracy 12 / 19 met price target	17% upside $36	Buy Maintained	28 Feb 2025
Craig-Hallum Alex Fuhrman 50% 1-year accuracy 5 / 10 met price target	47% upside $45	Buy Maintained	28 Feb 2025
Morgan Stanley Brian Harbour 74% 1-year accuracy 14 / 19 met price target	2% downside $30	Equal-Weight Maintained	24 Feb 2025