Lennox International (NYSE:LII) Stock Price Target Lowered at Wells Fargo & Company

Key Points

• Wells Fargo lowered Lennox International’s price target from $424 to $355 while maintaining an “equal weight” rating, implying roughly 6% upside from the prior close.
• Analyst sentiment has weakened broadly, with multiple firms downgrading the stock or cutting targets; the consensus rating is “Hold,” with a $461.23 average price target.
• Lennox reported quarterly EPS of $6.84, below expectations, and reduced full-year adjusted EPS guidance to $21.00–$21.50 from $23.00–$24.00 amid pricing pressure, inflation, tariffs and lower factory absorption.

Lennox International (NYSE:LII - Get Free Report) had its price objective dropped by analysts at Wells Fargo & Company from $424.00 to $355.00 in a report issued on Thursday, Benzinga reports. The firm currently has an "equal weight" rating on the construction company's stock. Wells Fargo & Company's target price indicates a potential upside of 6.04% from the stock's previous close.

Other equities research analysts also recently issued reports about the stock. Royal Bank Of Canada dropped their price target on shares of Lennox International from $469.00 to $406.00 and set a "sector perform" rating for the company in a research note on Wednesday, October 14th. Oppenheimer cut shares of Lennox International from an "outperform" rating to a "market perform" rating in a research note on Thursday. Mizuho set a $350.00 target price on shares of Lennox International in a report on Thursday. Deutsche Bank Aktiengesellschaft cut shares of Lennox International from a "buy" rating to a "hold" rating and dropped their target price for the company from $609.00 to $444.00 in a research report on Monday, September 14th. Finally, The Goldman Sachs Group downgraded Lennox International from a "buy" rating to a "neutral" rating and cut their price target for the company from $547.00 to $390.00 in a research note on Wednesday, October 14th. Three equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $461.23.

Lennox International Trading Up 0.6%

NYSE:LII traded up $2.14 on Thursday, hitting $334.78. 62,518 shares of the stock were exchanged, compared to its average volume of 496,238. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.77 and a current ratio of 1.57. Lennox International has a 52 week low of $322.00 and a 52 week high of $587.27. The stock has a market capitalization of $11.57 billion, a price-to-earnings ratio of 15.13, a P/E/G ratio of 1.57 and a beta of 1.16. The company's 50-day moving average price is $371.01 and its 200 day moving average price is $473.93.

Lennox International (NYSE:LII - Get Free Report) last issued its earnings results on Wednesday, October 28th. The construction company reported $6.84 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.33 by ($0.49). The business had revenue of $1.57 billion during the quarter, compared to the consensus estimate of $1.58 billion. Lennox International had a net margin of 14.61% and a return on equity of 66.42%. The firm's revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period last year, the business posted $6.98 EPS. On average, equities research analysts forecast that Lennox International will post 23.27 earnings per share for the current year.

Institutional Investors Weigh In On Lennox International

Hedge funds have recently bought and sold shares of the company. BlackRock Inc. bought a new position in shares of Lennox International during the second quarter worth $1,704,846,000. Beacon Pointe Advisors LLC bought a new stake in shares of Lennox International in the 2nd quarter valued at $239,217,000. Bank of America Corp DE bought a new stake in shares of Lennox International in the 2nd quarter valued at $196,075,000. Deutsche Bank AG acquired a new stake in Lennox International during the 2nd quarter worth $159,181,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in Lennox International by 3.2% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 240,782 shares of the construction company's stock worth $137,956,000 after buying an additional 7,397 shares during the period. 67.07% of the stock is currently owned by institutional investors and hedge funds.

Lennox International News Summary

Here are the key news stories impacting Lennox International this week:

• Positive Sentiment: Third-quarter revenue increased 10.2% year over year to approximately $1.6 billion, led by 24% growth in the Building Climate Solutions segment and continued commercial demand. Lennox: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Lennox added smart thermostat energy-saving services, which could support recurring revenue, customer retention and its energy-efficiency strategy. Lennox Adds Smart Thermostat Energy Saving Services
• Positive Sentiment: Some valuation analysis views the stock as potentially undervalued following the selloff, although that thesis depends on a recovery in margins and earnings. Lennox Stock May Be 44% Undervalued After Margin Pressure
• Neutral Sentiment: Stephens downgraded LII from “overweight” to “equal weight” but maintained a $350 price target, implying analysts see limited near-term upside from the reported share price. Stephens Stock Recommendations
• Negative Sentiment: Adjusted diluted EPS fell 7% to $6.84, missing the consensus estimate of $7.18–$7.33, while revenue was slightly below expectations. GAAP diluted EPS was $6.41. Lennox Reports 2026 Third Quarter Earnings Results
• Negative Sentiment: Management cut full-year 2026 adjusted EPS guidance to $21.00–$21.50 from $23.00–$24.00. Competitive pricing, inflation, tariffs and lower factory absorption pressured margins, particularly in Home Comfort Solutions.

About Lennox International

Lennox International Inc is a heating, ventilation, air conditioning and refrigeration company headquartered in Richardson, Texas. Founded in 1895 by Dave Lennox, the company develops and markets products designed to provide climate control and improve indoor air quality in residential and commercial buildings.

Its product portfolio includes air conditioners, heat pumps, furnaces, air handlers, thermostats, indoor air-quality equipment and related controls. Lennox also provides commercial heating and cooling systems, replacement components, installation support and other services through distributors, dealers and contractors.

Lennox primarily serves customers in the United States and Canada, with products and services also marketed in selected international markets.

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