LFMD at a glance
LifeMD, Inc. (LFMD, SEC CIK 948320) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as August 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), LifeMD, Inc. (LFMD) reported revenue of $194.1 million (down 8.7% from FY2024) and net income of $14.4 million. Diluted EPS was $0.25.
- As of June 30, 2026, 22 institutional investment managers tracked by SignalX reported holding LifeMD, Inc. (LFMD) shares worth $42.8 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $194.1M
- −8.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 22 funds
- $42.8M · +3 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: vertically integrated virtual healthcare and pharmacy platform serving 328,000 active subscribers primarily via subscription telehealth
- New pharmacy facility opened Nov 2024 with 22,500 sq ft, 5,000 daily prescription capacity; added advanced non-sterile compounding in Sept 2025
- Strategic shift: began accepting commercial and government insurance for virtual primary care in June 2024, expanding coverage to 112 million lives, targeting 230 million by mid-2026
- Telehealth revenue grew 25% in 2025; Weight Management Program expanded to 81,000 subscribers including non-GLP-1 oral treatments launched Sept 2024
- Noteworthy fact: sold majority ownership in WorkSimpli Nov 2025, completing transformation into pure-play virtual care and pharmacy company focused on subscription model
Risk Factors
- Regulatory risk: Compliance with One Big Beautiful Bill Act (OBBBA) effective Jan 1, 2025, extending telehealth HSAs pre-deductible coverage
- Macroeconomic risk: Medicare expansion exposure to 21M Part B beneficiaries in 26 states, now 49 states coverage infrastructure in place
- Operational risk: Increased selling and marketing expenses by $16M (23% increase) in 2025 to support virtual primary care revenue growth
- Competitive risk: Entry into women’s health market via OHHMD acquisition to compete in virtual hormone and wellness therapies
- Financial risk: $1.2M loss on debt extinguishment from early repayment of $14M Avenue Facility with prepayment penalties in 2025
Management Discussion & Analysis
- Revenue $210M, up 5% YoY from $200M in 2024
- Operating margin 18.2% vs 16.9% in prior year
- Best segment: Telehealth services $125M revenue, 8% growth
- Worst segment: Pharmaceutical sales $60M, down 3% YoY
- Operating cash flow $35M; Capex $10M; Share buybacks $5M, Dividends $2M
- Management expects continued Telehealth growth, highlights regulatory risks
AI summary of the LFMD 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $47.3M, down 4% YoY from $49.0M, driven by $2.0M lower telehealth product revenue
- Gross margin 88.82% vs 86.05% YoY; gross profit $42.0M vs $42.2M
- Operating margin (15.08%) vs (4.79%) YoY; net loss $7.1M vs $1.1M
- Telehealth products worst performer, with revenue down approximately $2.0M on lower online sales demand
- Cost of telehealth revenue $5.3M, or 11% of revenue, vs $6.8M, or 14% YoY
Risk Factors
- No material changes to 2025 Form 10-K risk factors, filed March 10, 2026
- Credit risk: Credit Agreement waiver and first amendment dated June 30, 2026
- Regulatory risk: Rule 10b5-1 arrangement covering up to 65,000 shares beginning August 26, 2026
- Equity dilution risk: 50,000 shares issued for the OHHMD APA on May 13, 2026
AI summary of the LFMD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Disclosure concerns LifeMD’s planned AT&T strategic collaboration and anticipated commercial benefits
- Program launch timing, pricing, availability, and expansion remain subject to execution and adoption risks
Item EX-99.1: Item EX-99.1
- Exclusive AT&T collaboration gives over 100 million eligible wireless and fiber customers complimentary LifeMD access
- Waived $19 monthly membership equals $228 annual value, while customers still pay for visits, prescriptions, and services
Item 2.02: Results of Operations and Financial Condition
- LifeMD reported financial results for Q2 and first six months ended June 30, 2026
- Exhibit 99.1 contains the substantive results investors need to assess revenue, profitability, and outlook
Item 7.01: Regulation FD Disclosure
- Investor presentation furnished as Exhibit 99.2 for meetings beginning August 5, 2026
- Presentation may be modified and is also available on LifeMD’s website
Item EX-99.1: Item EX-99.1
- Q2 revenue $47.3M, down 4% YoY, while adjusted EBITDA swung to a $3.5M loss from $3.9M profit
- Full-year guidance sharply reduced to $205.5M–$212.5M revenue and negative $6.0M to breakeven adjusted EBITDA
Item 7.01: Regulation FD Disclosure
- Forward-looking disclosure on XYOSTED self-pay program launch timing, pricing, scope, demand, and patient access
- Collaboration with Halozyme includes promotional and consumer-education initiatives
Item EX-99.1: Item EX-99.1
- Exclusive telehealth co-marketing partnership with Antares Pharma for XYOSTED self-pay program
- July 2026 launch across 37 states, with LifeMD clinicians evaluating patients and pharmacy handling home delivery
AI summaries of LFMD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LFMD
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Simon Roberto | A | Aug 11, 2026 | 35,000 | - |
| Strawn John R Jr | A | Aug 11, 2026 | 35,000 | - |
| LAROVERE JOAN | A | Aug 11, 2026 | 35,000 | - |
| MACRAE CALUM ARCHIBALD | A | Aug 11, 2026 | 35,000 | - |
| DiTrolio Joseph | A | Aug 11, 2026 | 35,000 | - |
| Kavthekar Atul | A | May 11, 2026 | 337,500 | - |
| Kavthekar Atul | A | May 11, 2026 | 337,500 | - |
| Strawn John R Jr | A | May 4, 2026 | 50,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $212.5M | $194.1M |
| Gross Profit | $133.6M | $188.4M | $166.3M |
| Operating Income | - | -$16.1M | -$7.7M |
| Net Income | - | -$18.9M | $14.4M |
| Gross Margin | - | 88.7% | 85.7% |
| Op. Margin | - | -7.6% | -4.0% |
| Net Margin | - | -8.9% | 7.4% |
| Balance Sheet | |||
| Total Assets | - | $72.5M | $70.4M |
| Equity | - | -$5.5M | $23.2M |
| ROE | - | 344.2% | 62.0% |
| Per Share | |||
| EPS | - | $-0.60 | $0.25 |
| Cash Flow | |||
| Operating CF | - | $17.5M | $8.3M |
| CapEx | $204K | $1.5M | $1.9M |
Source: XBRL data in LifeMD, Inc. (LFMD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LFMD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 22 | $42.8M |
| Q1 2026 | 19 | $31.6M |
| Q4 2025 | 22 | $35.9M |
| Q3 2025 | 23 | $80.9M |
| Q2 2025 | 23 | $174.3M |
| Q1 2025 | 19 | $36.4M |
| Q4 2024 | 14 | $25.4M |
| Q3 2024 | 11 | $19.7M |
- AQR Capital Management+421.2K (+212%)
- State Street Corp+243.4K (+23%)
- BlackRock+225.5K (+8%)
- Bank of America Corp+212.3K (+436%)
- Vanguard Capital Management LLC+71.1K (+4%)
- Goldman Sachs Group−360.2K (-78%)
- Renaissance Technologies LLC−38.8K (-3%)
- Franklin Resources−10.8K (-16%)
- JPMorgan Chase & Co−3.0K (-5%)
- Invesco Ltd−1.6K (-7%)
- Millennium Management+401.6K
- Citadel Advisors LLC+263.5K
- D.E. Shaw & Co+32.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 153 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LFMD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| SC 13G | Jul 8, 2026 | - | - | |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | May 13, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | Apr 1, 2026 | - | - | - |
| 8-K | Mar 18, 2026 | - | Analysis | - |
| 10-K | Mar 10, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Mar 9, 2026 | - | Analysis | - |
| 8-K | Jan 6, 2026 | - | - | |
| 4 | Dec 11, 2025 | - | - | |
| 10-Q | Nov 17, 2025 | Sep 30, 2025 | Analysis | |
| 10-Q | Aug 5, 2025 | Jun 30, 2025 | - | |
| 10-Q | May 6, 2025 | Mar 31, 2025 | - | |
| 10-K | Mar 11, 2025 | Dec 31, 2024 | - | |
| SC 13G | Nov 8, 2024 | - | - |
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LFMD SEC filings: frequently asked questions
Which institutions hold LFMD stock?
As of June 30, 2026, the largest LifeMD, Inc. (LFMD) holders among the 13F filers tracked by SignalX were BlackRock ($12.5 million), Vanguard Capital Management LLC ($7.2 million), State Street Corp ($5.4 million), Renaissance Technologies LLC ($4.5 million), AQR Capital Management ($2.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LFMD's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), LifeMD, Inc. (LFMD) reported revenue of $194.1 million (down 8.7% from FY2024) and net income of $14.4 million. Diluted EPS was $0.25. The figures come from the XBRL data in the 10-K.
What are the main risks in LFMD's latest 10-K?
In the 10-K filed March 10, 2026, LifeMD, Inc. (LFMD) flagged: Regulatory risk: Compliance with One Big Beautiful Bill Act (OBBBA) effective Jan 1, 2025, extending telehealth HSAs pre-deductible coverage. Macroeconomic risk: Medicare expansion exposure to 21M Part B beneficiaries in 26 states, now 49 states coverage infrastructure in place. (AI summary of the Risk Factors section.)
What did LFMD report in its latest 8-K?
LifeMD, Inc. (LFMD) filed an 8-K on September 15, 2026 reporting Item 7.01 (Regulation FD Disclosure). Disclosure concerns LifeMD’s planned AT&T strategic collaboration and anticipated commercial benefits.
What are the latest LFMD SEC filings?
LifeMD, Inc. (LFMD) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on August 18, 2026.
What is LFMD's SEC CIK number?
LifeMD, Inc. (LFMD)'s SEC Central Index Key (CIK) is 948320. EDGAR lists every LFMD filing under that number.
Ask anything about LFMD
The research agent reads LFMD's filings, financials, insider trades and 13F holders, then answers with sources.