LCI Industries (NYSE:LCII) Price Target Lowered to $130.00 at Stifel Nicolaus

Key Points

• Stifel Nicolaus lowered LCI Industries’ price target to $130 from $137 while maintaining a “buy” rating, implying 22.06% upside from the prior close. Analysts overall rate the stock “Hold,” with an average target price of $132.50.
• LCI Industries reported quarterly EPS of $2.70, exceeding the $2.57 consensus, but revenue fell 12.6% year over year to $1.06 billion and missed expectations. Aftermarket sales grew 10%, partially offsetting a 20% decline in OEM sales.
• The company’s fiscal 2026 guidance calls for adjusted EPS of $8.25–$8.75 and revenue of $3.9–$4.1 billion, below consensus expectations. LCI also announced an all-stock merger agreement with Patrick Industries, with deal details and potential synergies still being evaluated.

LCI Industries (NYSE:LCII - Get Free Report) had its price objective lowered by equities researchers at Stifel Nicolaus from $137.00 to $130.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has a "buy" rating on the stock. Stifel Nicolaus' price objective points to a potential upside of 22.06% from the stock's previous close.

LCII has been the subject of several other research reports. Benchmark lowered their price target on LCI Industries from $150.00 to $125.00 and set a "buy" rating for the company in a research report on Tuesday, June 23rd. Truist Financial decreased their target price on shares of LCI Industries from $135.00 to $114.00 and set a "hold" rating for the company in a report on Wednesday, July 8th. Roth Capital upgraded shares of LCI Industries from a "neutral" rating to a "buy" rating and set a $164.00 price target on the stock in a report on Wednesday, May 6th. BMO Capital Markets set a $118.00 price objective on LCI Industries in a research report on Thursday. Finally, Robert W. Baird set a $140.00 target price on LCI Industries in a report on Wednesday, May 6th. Three analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Hold" and an average target price of $132.50.

LCI Industries Trading Down 0.6%

NYSE:LCII traded down $0.66 during mid-day trading on Thursday, reaching $106.51. 32,258 shares of the company's stock traded hands, compared to its average volume of 402,678. LCI Industries has a 12-month low of $84.33 and a 12-month high of $159.66. The company has a debt-to-equity ratio of 0.68, a current ratio of 2.91 and a quick ratio of 1.20. The company has a 50 day moving average price of $100.93 and a 200-day moving average price of $119.57. The firm has a market capitalization of $2.59 billion, a price-to-earnings ratio of 13.08 and a beta of 1.18.

LCI Industries (NYSE:LCII - Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $2.70 EPS for the quarter, topping the consensus estimate of $2.57 by $0.13. LCI Industries had a net margin of 4.84% and a return on equity of 14.03%. The firm had revenue of $1.06 billion during the quarter, compared to analysts' expectations of $1.12 billion. During the same period last year, the company posted $2.39 EPS. The company's quarterly revenue was down 12.6% compared to the same quarter last year. LCI Industries has set its FY 2026 guidance at 8.250-8.750 EPS. On average, sell-side analysts predict that LCI Industries will post 8.71 earnings per share for the current year.

Hedge Funds Weigh In On LCI Industries

A number of hedge funds and other institutional investors have recently modified their holdings of LCII. M&T Bank Corp boosted its stake in LCI Industries by 8,419.2% in the fourth quarter. M&T Bank Corp now owns 739,129 shares of the company's stock valued at $89,686,000 after acquiring an additional 730,453 shares in the last quarter. Principal Financial Group Inc. lifted its holdings in shares of LCI Industries by 36.7% during the 1st quarter. Principal Financial Group Inc. now owns 655,917 shares of the company's stock valued at $80,666,000 after purchasing an additional 176,101 shares during the last quarter. FIL Ltd acquired a new stake in shares of LCI Industries in the 4th quarter worth $16,660,000. Northwestern Mutual Wealth Management Co. grew its stake in LCI Industries by 21,741.0% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 136,288 shares of the company's stock worth $16,537,000 after buying an additional 135,664 shares during the last quarter. Finally, Amundi purchased a new position in LCI Industries during the 1st quarter worth $15,843,000. Institutional investors own 99.71% of the company's stock.

Trending Headlines about LCI Industries

Here are the key news stories impacting LCI Industries this week:

• Positive Sentiment: LCI Industries reported quarterly earnings of approximately $2.70 per share, above the $2.57–$2.63 analyst consensus and up from $2.39 a year earlier. Profitability also improved, with reported net income rising 16% and operating margin expanding to 9.9% from 7.9%. LCI Q2 Earnings Top Estimates
• Positive Sentiment: The aftermarket business remained a bright spot, with sales increasing 10% to approximately $293.9 million. The company also ended June with about $812 million of liquidity, supporting financial flexibility. LCI Industries Q2 Net Income Rises
• Neutral Sentiment: LCI announced a definitive all-stock merger agreement with Patrick Industries. The transaction could create strategic and operating benefits, but investors may remain cautious until they receive more details about the deal’s timing, structure and expected synergies. LCI Industries Q2 Earnings Call Transcript
• Negative Sentiment: Quarterly revenue was approximately $1.0 billion to $1.06 billion, below the roughly $1.12 billion consensus estimate and down about 12.5% year over year. OEM sales dropped 20% to $674.8 million, reflecting continued weakness in the recreational-vehicle and related manufacturing markets. LCI Industries Reports Second Quarter Financial Results
• Negative Sentiment: LCI’s updated 2026 outlook calls for revenue of $3.9 billion–$4.1 billion and adjusted EPS of $8.25–$8.75, below consensus expectations of approximately $4.2 billion in revenue and $8.81 EPS. The guidance reduction is likely the main reason the stock has decreased despite the earnings beat. LCI Industries Earnings Report

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source