Seizert Capital Partners LLC Buys 503,998 Shares of LKQ Corporation $LKQ

Key Points

• Seizert Capital Partners LLC increased its LKQ stake by 30.1% in Q4, buying 503,998 shares to hold 2,178,703 shares (about 0.85% of LKQ) worth roughly $65.8 million, making LKQ its ninth-largest position (2.8% of the fund).
• LKQ's board has launched a strategic review to explore alternatives to enhance shareholder value, and the company declared a quarterly dividend of $0.30 per share (≈4% yield; ex-dividend May 21, payable June 4).
• Q1 revenue beat estimates while EPS matched expectations, but management set FY2026 EPS guidance of $2.90–$3.20 that may limit upside, and multiple securities class-action filings increase near-term legal/headline risk.

Seizert Capital Partners LLC raised its stake in LKQ Corporation (NASDAQ:LKQ - Free Report) by 30.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,178,703 shares of the auto parts company's stock after buying an additional 503,998 shares during the period. LKQ comprises about 2.8% of Seizert Capital Partners LLC's portfolio, making the stock its 9th biggest position. Seizert Capital Partners LLC owned 0.85% of LKQ worth $65,797,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in LKQ. Torren Management LLC acquired a new stake in LKQ during the 4th quarter valued at approximately $32,000. Sound Income Strategies LLC raised its stake in LKQ by 6.8% during the fourth quarter. Sound Income Strategies LLC now owns 141,673 shares of the auto parts company's stock worth $4,747,000 after buying an additional 8,976 shares during the last quarter. Rathbones Group PLC lifted its holdings in LKQ by 6.4% in the fourth quarter. Rathbones Group PLC now owns 182,494 shares of the auto parts company's stock valued at $5,511,000 after buying an additional 10,983 shares during the period. Fifth Third Wealth Advisors LLC bought a new stake in LKQ during the fourth quarter valued at $250,000. Finally, Thompson Investment Management Inc. grew its holdings in LKQ by 14.0% during the 4th quarter. Thompson Investment Management Inc. now owns 374,299 shares of the auto parts company's stock worth $11,304,000 after acquiring an additional 46,052 shares during the period. Institutional investors and hedge funds own 95.63% of the company's stock.

Key Stories Impacting LKQ

Here are the key news stories impacting LKQ this week:

• Positive Sentiment: Board launches strategic review to enhance shareholder value — management said the board has initiated a comprehensive review of strategic alternatives, which investors often view as a path to unlock value (sale, divestiture or other actions). Read More.
• Positive Sentiment: Dividend announced supporting yield — LKQ declared a quarterly cash dividend of $0.30 (4.0% yield), which can attract income-oriented investors and provide a floor for the share price. (Ex-dividend May 21; payable June 4.)
• Neutral Sentiment: Q1 revenue beat but EPS essentially in line — Q1 revenue of ~$3.47B topped estimates and benefited from pricing/mix, but GAAP EPS of $0.67 matched consensus and was down vs. last year, leaving fundamentals mixed. Read More.
• Neutral Sentiment: Q1 presentation and call available — management hosted an earnings call and slide deck that provide more detail on segment performance and margin drivers for investors wanting to re‑assess operational outlook. Read More.
• Negative Sentiment: Updated FY2026 EPS range leaves little upside vs. Street — LKQ set FY26 EPS guidance at $2.90–$3.20 (consensus ~3.03), a range that may disappoint some investors and limit positive revisions. Read More.
• Negative Sentiment: Multiple securities class-action filings and law‑firm alerts — several plaintiff firms (Rosen, Pomerantz, Bronstein/Gewirtz and others) have announced or opened claims relating to alleged disclosures during a prior class period; this increases near‑term legal uncertainty and headline risk. Read More.

LKQ Stock Performance

NASDAQ LKQ opened at $28.51 on Monday. The company has a market cap of $7.28 billion, a P/E ratio of 14.11 and a beta of 0.88. The company has a fifty day simple moving average of $30.53 and a 200 day simple moving average of $31.06. The company has a current ratio of 1.54, a quick ratio of 0.60 and a debt-to-equity ratio of 0.51. LKQ Corporation has a 12-month low of $27.64 and a 12-month high of $42.67.

LKQ (NASDAQ:LKQ - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The auto parts company reported $0.67 earnings per share for the quarter, meeting analysts' consensus estimates of $0.67. The firm had revenue of $3.47 billion for the quarter, compared to analyst estimates of $3.39 billion. LKQ had a net margin of 3.71% and a return on equity of 11.65%. The business's quarterly revenue was up 4.3% compared to the same quarter last year. During the same period last year, the firm earned $0.79 earnings per share. LKQ has set its FY 2026 guidance at 2.900-3.200 EPS. Sell-side analysts predict that LKQ Corporation will post 3.02 earnings per share for the current fiscal year.

LKQ Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Thursday, May 21st will be given a dividend of $0.30 per share. The ex-dividend date is Thursday, May 21st. This represents a $1.20 annualized dividend and a yield of 4.2%. LKQ's dividend payout ratio is presently 59.41%.

Analysts Set New Price Targets

A number of brokerages have weighed in on LKQ. Weiss Ratings reiterated a "sell (d+)" rating on shares of LKQ in a report on Friday, March 27th. Zacks Research downgraded shares of LKQ from a "hold" rating to a "strong sell" rating in a research note on Monday, January 26th. JPMorgan Chase & Co. dropped their price objective on shares of LKQ from $40.00 to $37.00 and set an "overweight" rating on the stock in a report on Monday, February 23rd. Wall Street Zen cut shares of LKQ from a "buy" rating to a "hold" rating in a research report on Sunday, February 22nd. Finally, Barclays reduced their target price on LKQ from $34.00 to $33.00 and set an "equal weight" rating for the company in a research note on Tuesday, April 7th. Five equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, LKQ has an average rating of "Hold" and a consensus target price of $42.33.

LKQ Company Profile

LKQ Corporation is a leading provider of alternative and specialty parts to repair and accessorize automobiles and other vehicles. The company supplies a broad range of replacement components, including recycled original equipment manufacturer (OEM) parts, aftermarket parts, refurbished and remanufactured items. Its products support collision repair, mechanical repair and performance enhancement needs across passenger cars, heavy trucks and recreational vehicles.

Through a combination of in-house operations and strategic acquisitions, LKQ has developed a comprehensive product portfolio that extends beyond core replacement parts.

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