De Lisle Partners LLP Makes New $10.08 Million Investment in LCI Industries $LCII

Key Points

• De Lisle Partners LLP purchased 94,952 shares of LCI Industries in the second quarter, valued at approximately $10.08 million. The position represents 1.1% of the fund’s portfolio and 0.39% of LCI’s outstanding shares.
• LCI Industries reported quarterly EPS of $2.70, beating estimates of $2.58, though revenue fell 12.6% year over year to $1.10 billion. The company maintained fiscal 2026 EPS guidance of $8.25–$8.75.
• The company declared a quarterly dividend of $1.15 per share, equivalent to an annualized $4.60 dividend and a 4.5% yield. Analysts maintain a consensus “Hold” rating with a $126.25 price target, compared with a recent share price near $102.

De Lisle Partners LLP purchased a new stake in shares of LCI Industries (NYSE:LCII - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 94,952 shares of the company's stock, valued at approximately $10,081,000. LCI Industries accounts for approximately 1.1% of De Lisle Partners LLP's investment portfolio, making the stock its 24th biggest holding. De Lisle Partners LLP owned 0.39% of LCI Industries as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Quadrant Capital Group LLC lifted its stake in shares of LCI Industries by 3.2% in the 4th quarter. Quadrant Capital Group LLC now owns 2,310 shares of the company's stock worth $280,000 after purchasing an additional 71 shares during the period. CIBC Asset Management Inc grew its position in LCI Industries by 3.3% during the fourth quarter. CIBC Asset Management Inc now owns 2,402 shares of the company's stock valued at $291,000 after buying an additional 76 shares during the period. Huntington National Bank grew its position in 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 period. Oregon Public Employees Retirement Fund increased its holdings in LCI Industries by 1.8% during the fourth quarter. Oregon Public Employees Retirement Fund now owns 5,559 shares of the company's stock valued at $675,000 after buying an additional 100 shares during the last quarter. Finally, Clearstead Advisors LLC increased its holdings in LCI Industries by 36.8% during the fourth quarter. Clearstead Advisors LLC now owns 517 shares of the company's stock valued at $63,000 after buying an additional 139 shares during the last quarter. Hedge funds and other institutional investors own 99.71% of the company's stock.

LCI Industries Price Performance

NYSE LCII opened at $102.08 on Friday. LCI Industries has a 12 month low of $84.33 and a 12 month high of $159.66. The stock has a market cap of $2.48 billion, a price-to-earnings ratio of 11.87 and a beta of 1.18. The company's 50 day moving average is $102.43 and its two-hundred day moving average is $116.44. The company has a current ratio of 2.49, a quick ratio of 1.20 and a debt-to-equity ratio of 0.59.

LCI Industries (NYSE:LCII - Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate of $2.58 by $0.12. The business had revenue of $1.10 billion for the quarter, compared to the consensus estimate of $1.12 billion. LCI Industries had a net margin of 5.24% and a return on equity of 14.33%. The company's revenue for the quarter was down 12.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.39 earnings per share. LCI Industries has set its FY 2026 guidance at 8.250-8.750 EPS. As a group, research analysts anticipate that LCI Industries will post 8.45 earnings per share for the current year.

LCI Industries Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 21st will be paid a dividend of $1.15 per share. The ex-dividend date is Friday, August 21st. This represents a $4.60 dividend on an annualized basis and a dividend yield of 4.5%. LCI Industries's payout ratio is 53.49%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on LCII shares. Jefferies Financial Group reiterated a "hold" rating and issued a $120.00 price target on shares of LCI Industries in a research report on Thursday, August 6th. Roth Capital reissued a "buy" rating and set a $135.00 price objective (down from $155.00) on shares of LCI Industries in a research report on Monday, August 10th. Stifel Nicolaus reduced their price objective on LCI Industries from $137.00 to $130.00 and set a "buy" rating for the company in a research note on Thursday, August 6th. Zacks Research cut LCI Industries from a "hold" rating to a "strong sell" rating in a report on Friday, August 7th. Finally, Weiss Ratings downgraded LCI Industries from a "hold (c+)" rating to a "hold (c)" rating in a research report on Thursday, June 4th. Three research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued 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.

About LCI Industries

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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