LCI Industries (NYSE:LCII) Now Covered by Analysts at Stifel Nicolaus

Key Points

• Stifel Nicolaus initiated coverage on LCI Industries (NYSE:LCII) with a Buy rating and a $152 price target, implying about a 25.4% upside from the current price.
• LCI reported a strong quarter—$0.89 EPS vs. $0.69 expected and $2.18 billion revenue—and set FY2026 guidance of $8.25–9.25 EPS, while the consensus analyst price target is $156 and the average rating remains "Hold."
• Insiders have been selling recently (90,000 shares worth ~$13.1M over the last 90 days, including the CEO), even as institutional ownership is reported very high at about 99.7%.

Equities research analysts at Stifel Nicolaus assumed coverage on shares of LCI Industries (NYSE:LCII - Get Free Report) in a research report issued to clients and investors on Tuesday. The firm set a "buy" rating and a $152.00 price target on the stock. Stifel Nicolaus' target price points to a potential upside of 25.39% from the company's current price.

LCII has been the topic of a number of other reports. Wall Street Zen cut shares of LCI Industries from a "strong-buy" rating to a "buy" rating in a research note on Saturday, March 7th. Benchmark upped their price target on shares of LCI Industries from $130.00 to $175.00 and gave the company a "buy" rating in a report on Thursday, February 19th. BMO Capital Markets reiterated a "market perform" rating and issued a $155.00 price target on shares of LCI Industries in a research report on Wednesday, February 18th. Robert W. Baird set a $150.00 price objective on LCI Industries in a research report on Thursday, February 19th. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of LCI Industries in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $156.00.

LCI Industries Price Performance

Shares of NYSE:LCII opened at $121.23 on Tuesday. The business's 50 day simple moving average is $140.20 and its 200-day simple moving average is $118.67. The firm has a market capitalization of $2.93 billion, a price-to-earnings ratio of 16.06 and a beta of 1.33. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.85 and a quick ratio of 1.14. LCI Industries has a 12 month low of $72.31 and a 12 month high of $159.66.

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

Insider Transactions at LCI Industries

In other news, CEO Jason Lippert sold 10,000 shares of LCI Industries stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $142.76, for a total transaction of $1,427,600.00. Following the completion of the sale, the chief executive officer directly owned 334,973 shares in the company, valued at $47,820,745.48. The trade was a 2.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Jamie Schnur sold 10,000 shares of the business's stock in a transaction that occurred 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 completion of the transaction, the insider directly owned 19,420 shares of the company's stock, valued at approximately $2,809,297.20. This represents a 33.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 90,000 shares of company stock worth $13,137,900 over the last ninety days. 3.50% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Teacher Retirement System of Texas lifted its position in 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 buying an additional 20,741 shares during the period. Timucuan Asset Management Inc. FL grew its holdings in LCI Industries by 226.5% in the 2nd quarter. Timucuan Asset Management Inc. FL now owns 35,318 shares of the company's stock valued at $3,221,000 after buying an additional 24,500 shares during the period. Campbell & CO Investment Adviser LLC grew its holdings in LCI Industries by 424.5% in the 3rd 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 during the period. New York State Common Retirement Fund increased its stake in shares of 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 valued at $4,829,000 after acquiring an additional 44,037 shares during the last quarter. Finally, American Century Companies Inc. increased its stake in shares of LCI Industries by 7.4% during the 3rd quarter. American Century Companies Inc. now owns 870,454 shares of the company's stock valued at $81,083,000 after acquiring an additional 59,734 shares during the last quarter. Hedge funds and other institutional investors own 99.71% of the company's stock.

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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