142,665 Shares in LCI Industries $LCII Acquired by Rice Hall James & Associates LLC

Key Points

• Rice Hall James & Associates acquired 142,665 shares of LCI Industries worth approximately $15.1 million, giving it a 0.59% stake. Institutional investors collectively own 99.71% of the company.
• LCI Industries beat quarterly earnings expectations with EPS of $2.70 versus the $2.58 consensus, although revenue declined 12.6% year over year to $1.10 billion. The company guided to fiscal 2026 EPS of $8.25–$8.75.
• The company declared a quarterly dividend of $1.15 per share, equivalent to an annualized $4.60 and a 4.4% yield. Analysts maintain a consensus Hold rating with a $126.25 price target, compared with shares trading near $104.42.

Rice Hall James & Associates LLC bought a new position in shares of LCI Industries (NYSE:LCII - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 142,665 shares of the company's stock, valued at approximately $15,105,000. Rice Hall James & Associates LLC owned about 0.59% of LCI Industries at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Huntington National Bank grew its holdings in shares of LCI Industries by 79.8% during the fourth quarter. Huntington National Bank now owns 205 shares of the company's stock valued at $25,000 after buying an additional 91 shares during the last quarter. Salomon & Ludwin LLC increased its position in shares of LCI Industries by 1,818.2% in the 4th quarter. Salomon & Ludwin LLC now owns 211 shares of the company's stock valued at $26,000 after acquiring an additional 200 shares during the period. Global Retirement Partners LLC purchased a new position in LCI Industries in the 4th quarter worth $30,000. Northwestern Mutual Wealth Management Co. raised its stake in LCI Industries by 358.8% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 624 shares of the company's stock worth $58,000 after acquiring an additional 488 shares during the last quarter. Finally, Clearstead Advisors LLC lifted its position in LCI Industries by 36.8% during the 4th quarter. Clearstead Advisors LLC now owns 517 shares of the company's stock worth $63,000 after acquiring an additional 139 shares during the period. Hedge funds and other institutional investors own 99.71% of the company's stock.

LCI Industries Stock Performance

Shares of LCII stock opened at $104.42 on Tuesday. LCI Industries has a 52-week low of $84.33 and a 52-week high of $159.66. The company has a quick ratio of 1.20, a current ratio of 2.49 and a debt-to-equity ratio of 0.59. The stock has a market cap of $2.54 billion, a PE ratio of 12.14 and a beta of 1.18. The business has a 50-day simple moving average of $101.45 and a 200-day simple moving average of $117.44.

LCI Industries (NYSE:LCII - Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $2.70 EPS for the quarter, topping the consensus estimate of $2.58 by $0.12. The firm had revenue of $1.10 billion for the quarter, compared to analyst estimates of $1.12 billion. LCI Industries had a return on equity of 14.33% and a net margin of 5.24%.LCI Industries's revenue for the quarter was down 12.6% compared to the same quarter last year. During the same period last year, the company earned $2.39 earnings per share. LCI Industries has set its FY 2026 guidance at 8.250-8.750 EPS. On average, equities analysts expect that LCI Industries will post 8.45 EPS for the current year.

LCI Industries Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Friday, August 21st will be paid a dividend of $1.15 per share. The ex-dividend date of this dividend is Friday, August 21st. This represents a $4.60 dividend on an annualized basis and a dividend yield of 4.4%. LCI Industries's dividend payout ratio (DPR) is presently 53.49%.

Wall Street Analyst Weigh In

LCII has been the topic of several research analyst reports. Weiss Ratings downgraded LCI Industries from a "hold (c+)" rating to a "hold (c)" rating in a research note on Thursday, June 4th. Jefferies Financial Group restated a "hold" rating and issued a $120.00 price objective on shares of LCI Industries in a research note on Thursday, August 6th. Truist Financial decreased their target price on LCI Industries from $135.00 to $114.00 and set a "hold" rating for the company in a report on Wednesday, July 8th. Benchmark dropped their target price on LCI Industries from $150.00 to $125.00 and set a "buy" rating on the stock in a research report on Tuesday, June 23rd. Finally, Roth Capital reiterated a "buy" rating and issued a $135.00 price target (down from $155.00) on shares of LCI Industries in a report on Monday, August 10th. Three analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $126.25.

LCI Industries Profile

LCI Industries is a publicly traded manufacturer specializing in engineered components and systems for the recreation vehicle (RV), marine and housing industries. The company develops and supplies a diverse range of products designed to enhance comfort, convenience and functionality in mobile and leisure applications. LCI Industries serves original equipment manufacturers (OEMs) and aftermarket customers throughout North America.

The company’s core offerings include power conversion and control systems, slideout mechanisms, entry and docking products, seating and furniture solutions, as well as window and door assemblies.

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