Fort Washington Investment Advisors Inc. OH Purchases 44,341 Shares of LCI Industries $LCII

Key Points

• Fort Washington Investment Advisors increased its LCI Industries stake by 23.7% in the second quarter, adding 44,341 shares to hold 231,782 shares worth approximately $24.5 million. Institutional investors collectively own 99.71% of the company.
• LCI Industries exceeded quarterly EPS expectations, reporting $2.70 versus the $2.58 consensus, although revenue fell 12.6% year over year to $1.10 billion. The company maintained fiscal 2026 guidance of $8.25–$8.75 EPS.
• The company declared a quarterly dividend of $1.15 per share, equivalent to $4.60 annually and a 4.3% yield. Analysts’ consensus rating is “Hold,” with an average price target of $126.25 versus the stock’s reported $107.21 price.

Fort Washington Investment Advisors Inc. OH raised its position in LCI Industries (NYSE:LCII - Free Report) by 23.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 231,782 shares of the company's stock after acquiring an additional 44,341 shares during the quarter. Fort Washington Investment Advisors Inc. OH owned approximately 0.95% of LCI Industries worth $24,541,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Fifth Third Wealth Advisors LLC purchased a new stake in shares of LCI Industries during the second quarter worth about $266,000. Y Intercept Hong Kong Ltd increased its holdings in LCI Industries by 504.6% during the 2nd quarter. Y Intercept Hong Kong Ltd now owns 10,829 shares of the company's stock valued at $1,147,000 after purchasing an additional 9,038 shares during the period. Hennion & Walsh Asset Management Inc. purchased a new position in LCI Industries during the 2nd quarter valued at about $453,000. Central Pacific Bank Trust Division raised its position in LCI Industries by 21.7% during the 2nd quarter. Central Pacific Bank Trust Division now owns 1,514 shares of the company's stock valued at $160,000 after purchasing an additional 270 shares during the last quarter. Finally, Intrinsic Edge Capital Management LLC bought a new position in LCI Industries during the 1st quarter valued at approximately $6,149,000. 99.71% of the stock is owned by institutional investors.

LCI Industries Stock Performance

Shares of LCII stock opened at $107.21 on Thursday. The company has a market capitalization of $2.61 billion, a price-to-earnings ratio of 12.47 and a beta of 1.18. The company has a debt-to-equity ratio of 0.59, a quick ratio of 1.20 and a current ratio of 2.49. LCI Industries has a one year low of $84.33 and a one year high of $159.66. The company's 50-day moving average is $100.77 and its 200 day moving average is $118.31.

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

LCI Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 21st will be issued a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a yield of 4.3%. The ex-dividend date is Friday, August 21st. LCI Industries's payout ratio is presently 53.49%.

Analysts Set New Price Targets

LCII has been the topic of a number of recent analyst reports. Benchmark cut their price objective 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. Stifel Nicolaus decreased their target price on LCI Industries from $137.00 to $130.00 and set a "buy" rating for the company in a report on Thursday, August 6th. Wall Street Zen lowered LCI Industries from a "buy" rating to a "hold" rating in a research note on Saturday, April 18th. Weiss Ratings cut shares of LCI Industries from a "hold (c+)" rating to a "hold (c)" rating in a report on Thursday, June 4th. Finally, BMO Capital Markets set a $118.00 price objective on shares of LCI Industries in a research report on Thursday, August 6th. Three investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Hold" and a consensus target price of $126.25.

LCI Industries Company 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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