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

Key Points

• Consensus "Hold" from nine analysts (seven hold, two buy) with an average 1‑year price target of $154.29.
• Insiders sold 90,000 shares worth about $13.14 million in the last quarter, leaving insiders with roughly 3.30% ownership.
• Earnings beat and guidance: LCI reported $0.89 EPS vs $0.69 expected and $932.7M revenue, set FY2026 guidance of $8.25–$9.25 EPS, and pays a $1.15 quarterly dividend (4.3% yield).

Shares of LCI Industries (NYSE:LCII - Get Free Report) have received a consensus recommendation of "Hold" from the nine analysts that are presently covering the company, Marketbeat.com reports. Seven analysts have rated the stock with a hold rating and two have given a buy rating to the company. The average 1 year target price among brokers that have issued ratings on the stock in the last year is $154.2857.

A number of research analysts recently commented on LCII shares. Wall Street Zen cut LCI Industries from a "buy" rating to a "hold" rating in a report on Saturday, April 18th. Loop Capital reiterated a "hold" rating and set a $149.00 price target on shares of LCI Industries in a research report on Thursday, January 22nd. Stifel Nicolaus assumed coverage on shares of LCI Industries in a report on Tuesday, March 24th. They issued a "buy" rating and a $152.00 price objective on the stock. Benchmark increased their price objective on shares of LCI Industries from $130.00 to $175.00 and gave the stock a "buy" rating in a research report on Thursday, February 19th. Finally, Robert W. Baird set a $150.00 target price on LCI Industries in a report on Thursday, February 19th.

Insiders Place Their Bets

In other news, insider Jamie Schnur sold 10,000 shares of the business's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $144.66, for a total transaction of $1,446,600.00. Following the completion of the transaction, the insider directly owned 19,420 shares of the company's stock, valued at approximately $2,809,297.20. The trade was a 33.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Ryan Richard Smith sold 20,000 shares of the company's stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $147.81, for a total transaction of $2,956,200.00. Following the sale, the insider owned 10,092 shares in the company, valued at $1,491,698.52. The trade was a 66.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 90,000 shares of company stock worth $13,137,900 in the last quarter. 3.30% of the stock is owned by company insiders.

Institutional Investors Weigh In On LCI Industries

Large investors have recently modified their holdings of the company. Teacher Retirement System of Texas grew its stake in shares of LCI Industries by 174.5% during the third quarter. Teacher Retirement System of Texas now owns 32,624 shares of the company's stock worth $3,039,000 after purchasing an additional 20,741 shares in the last quarter. Campbell & CO Investment Adviser LLC raised its stake in LCI Industries by 424.5% in the third quarter. Campbell & CO Investment Adviser LLC now owns 47,423 shares of the company's stock valued at $4,417,000 after buying an additional 38,381 shares in the last quarter. New York State Common Retirement Fund lifted its holdings in LCI Industries by 563.9% during the 3rd quarter. New York State Common Retirement Fund now owns 51,846 shares of the company's stock worth $4,829,000 after buying an additional 44,037 shares during the last quarter. Tudor Investment Corp ET AL purchased a new stake in LCI Industries during the 3rd quarter worth about $2,440,000. Finally, Fort Washington Investment Advisors Inc. OH acquired a new position in shares of LCI Industries during the 4th quarter worth about $27,142,000. 99.71% of the stock is owned by hedge funds and other institutional investors.

LCI Industries Trading Down 8.5%

Shares of LCI Industries stock opened at $106.92 on Tuesday. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.85 and a quick ratio of 1.14. The stock's 50 day simple moving average is $125.52 and its 200-day simple moving average is $123.89. The stock has a market cap of $2.60 billion, a P/E ratio of 14.16 and a beta of 1.21. LCI Industries has a 1-year low of $78.35 and a 1-year high of $159.66.

LCI Industries (NYSE:LCII - Get Free Report) last posted its quarterly earnings results on Wednesday, February 18th. The company reported $0.89 EPS for the quarter, beating the consensus estimate of $0.69 by $0.20. The firm had revenue of $932.70 million during the quarter, compared to analysts' expectations of $913.04 million. LCI Industries had a return on equity of 13.55% and a net margin of 4.57%.During the same quarter last year, the firm earned $0.37 earnings per share. LCI Industries has set its FY 2026 guidance at 8.250-9.25 EPS. Analysts predict that LCI Industries will post 8.78 EPS for the current fiscal year.

LCI Industries Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Friday, March 13th were paid a dividend of $1.15 per share. This represents a $4.60 annualized dividend and a yield of 4.3%. The ex-dividend date of this dividend was Friday, March 13th. LCI Industries's payout ratio is presently 60.93%.

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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