LCI Industries (NYSE:LCII) Given Average Recommendation of "Hold" by Brokerages

Key Points

• Analyst consensus: Nine brokerages give LCI Industries an average rating of "Hold" (six holds, two buys, one strong buy) with a 12‑month average price target of $156.00.
• Quarterly beat and raised guidance: LCI reported $0.89 EPS versus $0.69 expected and $2.18B revenue (vs. $913.04M consensus) and set FY2026 guidance of $8.25–$9.25 EPS compared with analysts' average forecast of $6.76.
• Dividend and insider activity: LCI pays a $1.15 quarterly dividend (annualized $4.60, yield ~3.6%) while insiders sold roughly 90,000 shares (~$13.14M) over the last three months, leaving insiders with 3.3% ownership.

Shares of LCI Industries (NYSE:LCII - Get Free Report) have been given an average rating of "Hold" by the nine ratings firms that are presently covering the stock, Marketbeat reports. Six equities research analysts have rated the stock with a hold recommendation, two have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month price objective among brokerages that have issued a report on the stock in the last year is $156.00.

Several equities research analysts have recently commented on the stock. BMO Capital Markets reiterated a "market perform" rating and set a $155.00 price objective on shares of LCI Industries in a research note on Wednesday, February 18th. Benchmark lifted their price objective on shares of LCI Industries from $130.00 to $175.00 and gave the stock a "buy" rating in a research note on Thursday, February 19th. Roth Mkm reiterated a "neutral" rating and set a $164.00 price objective on shares of LCI Industries in a research note on Thursday, February 19th. Robert W. Baird set a $150.00 price objective on shares of LCI Industries in a research note on Thursday, February 19th. Finally, Loop Capital reiterated a "hold" rating and set a $149.00 price objective on shares of LCI Industries in a research note on Thursday, January 22nd.

LCI Industries Trading Down 0.2%

NYSE:LCII opened at $126.69 on Friday. LCI Industries has a 12 month low of $74.06 and a 12 month high of $159.66. The firm has a fifty day simple moving average of $135.09 and a 200-day simple moving average of $120.38. The company has a current ratio of 2.85, a quick ratio of 1.14 and a debt-to-equity ratio of 0.69. The company has a market capitalization of $3.08 billion, a P/E ratio of 16.78 and a beta of 1.35.

LCI Industries (NYSE:LCII - Get Free Report) last posted its quarterly earnings data on Wednesday, February 18th. The company reported $0.89 EPS for the quarter, topping the consensus estimate of $0.69 by $0.20. LCI Industries had a net margin of 4.57% and a return on equity of 13.55%. The business had revenue of $2.18 billion during the quarter, compared to the consensus estimate of $913.04 million. During the same period in the previous year, the firm posted $0.37 earnings per share. LCI Industries has set its FY 2026 guidance at 8.250-9.25 EPS. On average, equities research analysts anticipate that LCI Industries will post 6.76 earnings per share for the current year.

LCI Industries Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Friday, March 13th were given a dividend of $1.15 per share. The ex-dividend date was Friday, March 13th. This represents a $4.60 dividend on an annualized basis and a yield of 3.6%. LCI Industries's payout ratio is currently 60.93%.

Insider Activity at LCI Industries

In related news, CEO Jason Lippert sold 30,000 shares of the business's stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $145.03, for a total transaction of $4,350,900.00. Following the completion of the transaction, the chief executive officer directly owned 344,973 shares in the company, valued at $50,031,434.19. The trade was a 8.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Jamie Schnur sold 10,000 shares of the business's stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $144.66, for a total transaction of $1,446,600.00. Following the transaction, the insider owned 19,420 shares of the company's stock, valued at $2,809,297.20. This represents a 33.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 90,000 shares of company stock worth $13,137,900 over the last three months. Company insiders own 3.30% of the company's stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Rockefeller Capital Management L.P. raised its position in shares of LCI Industries by 228.3% in the fourth quarter. Rockefeller Capital Management L.P. now owns 847 shares of the company's stock worth $103,000 after acquiring an additional 589 shares during the period. Corient Private Wealth LLC raised its position in shares of LCI Industries by 30.9% in the fourth quarter. Corient Private Wealth LLC now owns 3,334 shares of the company's stock worth $405,000 after acquiring an additional 787 shares during the period. T. Rowe Price Investment Management Inc. acquired a new position in shares of LCI Industries in the fourth quarter worth about $8,581,000. Invesco Ltd. raised its position in shares of LCI Industries by 24.0% in the fourth quarter. Invesco Ltd. now owns 126,775 shares of the company's stock worth $15,383,000 after acquiring an additional 24,526 shares during the period. Finally, First Citizens Bank & Trust Co. raised its position in shares of LCI Industries by 52.5% in the fourth quarter. First Citizens Bank & Trust Co. now owns 4,120 shares of the company's stock worth $500,000 after acquiring an additional 1,419 shares during the period. 99.71% of the stock is currently owned by institutional investors and hedge funds.

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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