SG Americas Securities LLC Acquires 261,928 Shares of LKQ Corporation $LKQ

Key Points

• SG Americas Securities LLC boosted its stake in LKQ by 3,046.7% in Q4, buying an additional 261,928 shares to hold 270,525 shares worth about $8.17 million (roughly 0.11% of the company).
• LKQ trades near $28.89 with a $7.37B market cap and a 12.24 PE; it pays a $0.30 quarterly dividend (4.2% yield), gave FY2026 EPS guidance of 2.90–3.20, and faces mixed analyst ratings with a consensus price target of $42.50.

SG Americas Securities LLC lifted its holdings in LKQ Corporation (NASDAQ:LKQ - Free Report) by 3,046.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 270,525 shares of the auto parts company's stock after purchasing an additional 261,928 shares during the quarter. SG Americas Securities LLC owned 0.11% of LKQ worth $8,170,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of LKQ. Kennedy Capital Management LLC increased its holdings in LKQ by 41.2% in the 3rd quarter. Kennedy Capital Management LLC now owns 314,467 shares of the auto parts company's stock worth $9,604,000 after buying an additional 91,776 shares in the last quarter. Thompson Investment Management Inc. lifted its stake in LKQ by 25.2% during the 3rd quarter. Thompson Investment Management Inc. now owns 328,247 shares of the auto parts company's stock valued at $10,025,000 after acquiring an additional 66,069 shares during the period. Goodman Financial Corp lifted its stake in LKQ by 9.9% during the 3rd quarter. Goodman Financial Corp now owns 355,108 shares of the auto parts company's stock valued at $10,845,000 after acquiring an additional 31,857 shares during the period. Applied Finance Capital Management LLC boosted its holdings in shares of LKQ by 6.1% during the 3rd quarter. Applied Finance Capital Management LLC now owns 536,345 shares of the auto parts company's stock valued at $16,380,000 after acquiring an additional 31,042 shares during the last quarter. Finally, Empowered Funds LLC bought a new stake in shares of LKQ in the first quarter worth approximately $1,162,000. 95.63% of the stock is owned by institutional investors.

LKQ Trading Down 1.0%

Shares of LKQ stock opened at $28.89 on Tuesday. LKQ Corporation has a 1-year low of $27.64 and a 1-year high of $43.47. The company's fifty day simple moving average is $32.07 and its 200-day simple moving average is $31.09. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.67 and a quick ratio of 0.58. The stock has a market capitalization of $7.37 billion, a PE ratio of 12.24 and a beta of 0.89.

LKQ (NASDAQ:LKQ - Get Free Report) last announced its earnings results on Thursday, February 19th. The auto parts company reported $0.59 EPS for the quarter, missing analysts' consensus estimates of $0.65 by ($0.06). The company had revenue of $3.31 billion during the quarter, compared to the consensus estimate of $3.24 billion. LKQ had a return on equity of 12.29% and a net margin of 4.36%.LKQ's revenue for the quarter was up 2.7% compared to the same quarter last year. During the same period in the prior year, the business posted $0.80 earnings per share. LKQ has set its FY 2026 guidance at 2.900-3.200 EPS. As a group, equities analysts anticipate that LKQ Corporation will post 3.57 earnings per share for the current year.

LKQ Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th were given a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 4.2%. The ex-dividend date of this dividend was Thursday, March 12th. LKQ's payout ratio is presently 50.85%.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on LKQ shares. Zacks Research cut shares of LKQ from a "hold" rating to a "strong sell" rating in a report on Monday, January 26th. Wall Street Zen downgraded shares of LKQ from a "buy" rating to a "hold" rating in a research report on Sunday, February 22nd. Weiss Ratings reiterated a "sell (d+)" rating on shares of LKQ in a research note on Friday. JPMorgan Chase & Co. lowered their price target on LKQ from $40.00 to $37.00 and set an "overweight" rating on the stock in a report on Monday, February 23rd. Finally, Stephens began coverage on LKQ in a research note on Tuesday, December 9th. They issued an "overweight" rating and a $39.00 price target on the stock. Five research analysts have rated the stock with a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $42.50.

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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