Lennox International, Inc. (NYSE:LII) Given Average Rating of "Hold" by Analysts

Key Points

• Consensus "Hold": Sixteen analysts rate Lennox International a Hold (2 sell, 10 hold, 4 buy) with an average 1‑year price objective of about $563.67.
• Analyst views are mixed: Oppenheimer and William Blair upgraded/raised targets to Outperform, BNP Paribas Exane initiated coverage at Neutral $535, and Wolfe Research raised FY2026–27 EPS forecasts while trimming some Q2 estimates, suggesting stronger longer‑term earnings but potential near‑term volatility.
• Recent results missed estimates—EPS $4.45 vs. $4.76 expected and revenue $1.20B vs. $1.27B, with revenue down 11.2% YoY—yet the company set FY2026 guidance of EPS $23.50–25.00 and announced a quarterly dividend of $1.30 (annual $5.20, ~1.0% yield).

Lennox International, Inc. (NYSE:LII - Get Free Report) has received a consensus rating of "Hold" from the sixteen analysts that are presently covering the company, MarketBeat reports. Two investment analysts have rated the stock with a sell recommendation, ten have assigned a hold recommendation and four have issued a buy recommendation on the company. The average 1-year price objective among brokers that have covered the stock in the last year is $563.6667.

A number of analysts recently weighed in on LII shares. Oppenheimer upped their price target on shares of Lennox International from $630.00 to $645.00 and gave the stock an "outperform" rating in a research report on Thursday, March 5th. William Blair reaffirmed an "outperform" rating on shares of Lennox International in a research report on Thursday, March 5th. BNP Paribas Exane started coverage on shares of Lennox International in a research report on Tuesday. They set a "neutral" rating and a $535.00 price target for the company. JPMorgan Chase & Co. upped their price target on shares of Lennox International from $493.00 to $541.00 and gave the stock an "underweight" rating in a research report on Friday, January 16th. Finally, Wall Street Zen raised shares of Lennox International from a "sell" rating to a "hold" rating in a research report on Saturday, March 7th.

Key Headlines Impacting Lennox International

Here are the key news stories impacting Lennox International this week:

• Positive Sentiment: Wolfe Research raised multi‑period earnings outlooks — Wolfe increased its FY2026 EPS to $23.98 (from $23.52) and lifted FY2027 to $26.17 (from $25.38), and also raised Q1 2026, Q1 2027 and Q4 2026 estimates. Those upward revisions to annual and key quarter forecasts point to stronger expected profitability and are likely driving investor optimism. Wolfe Research Analysts Increase Earnings Estimates for LII
• Neutral Sentiment: BNP Paribas Exane initiated coverage with a Neutral rating and $535 price target (about a low-single-digit upside vs. the current level). An initiation gives additional analyst attention but the Neutral stance and modest target imply limited near‑term directional pressure. Article Title
• Negative Sentiment: Wolfe also trimmed some quarter‑level forecasts — notably reducing Q2 2026 (to $7.20 from $7.43) and lowering Q2 2027 (to $7.68 from $7.93). These cuts signal potential near‑term volatility or softer seasonal demand in those quarters, which could temper investor enthusiasm. Wolfe Research Analysts Increase Earnings Estimates for LII

Insiders Place Their Bets

In other Lennox International news, Director Todd J. Teske sold 700 shares of the business's stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $533.45, for a total value of $373,415.00. Following the transaction, the director owned 6,881 shares in the company, valued at $3,670,669.45. The trade was a 9.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Chris Kosel sold 254 shares of the business's stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $536.50, for a total transaction of $136,271.00. Following the completion of the transaction, the chief accounting officer owned 1,090 shares in the company, valued at $584,785. This represents a 18.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,054 shares of company stock worth $563,687 in the last quarter. 10.40% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Lennox International

Institutional investors have recently modified their holdings of the stock. Root Financial Partners LLC acquired a new stake in shares of Lennox International in the 3rd quarter valued at about $28,000. Huntington National Bank grew its position in shares of Lennox International by 51.8% during the 4th quarter. Huntington National Bank now owns 85 shares of the construction company's stock valued at $41,000 after buying an additional 29 shares during the last quarter. Covestor Ltd grew its position in shares of Lennox International by 217.2% during the 3rd quarter. Covestor Ltd now owns 92 shares of the construction company's stock valued at $48,000 after buying an additional 63 shares during the last quarter. MUFG Securities EMEA plc bought a new stake in shares of Lennox International during the 2nd quarter valued at about $54,000. Finally, Bessemer Group Inc. grew its position in shares of Lennox International by 52.8% during the 3rd quarter. Bessemer Group Inc. now owns 110 shares of the construction company's stock valued at $59,000 after buying an additional 38 shares during the last quarter. Institutional investors and hedge funds own 67.07% of the company's stock.

Lennox International Stock Up 0.5%

Shares of LII opened at $520.53 on Wednesday. The firm has a market cap of $18.12 billion, a PE ratio of 23.41, a price-to-earnings-growth ratio of 1.99 and a beta of 1.21. The company's fifty day moving average is $510.42 and its two-hundred day moving average is $506.26. Lennox International has a fifty-two week low of $434.06 and a fifty-two week high of $689.44. The company has a quick ratio of 0.63, a current ratio of 1.60 and a debt-to-equity ratio of 0.98.

Lennox International (NYSE:LII - Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The construction company reported $4.45 earnings per share for the quarter, missing analysts' consensus estimates of $4.76 by ($0.31). The company had revenue of $1.20 billion during the quarter, compared to analyst estimates of $1.27 billion. Lennox International had a net margin of 15.13% and a return on equity of 80.23%. The firm's revenue for the quarter was down 11.2% compared to the same quarter last year. During the same quarter last year, the business earned $5.60 EPS. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS. Analysts forecast that Lennox International will post 22.94 earnings per share for the current year.

Lennox International Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be issued a $1.30 dividend. The ex-dividend date is Tuesday, March 31st. This represents a $5.20 dividend on an annualized basis and a yield of 1.0%. Lennox International's payout ratio is currently 23.38%.

About Lennox International

Lennox International Inc is a global manufacturer of climate control products and services, principally serving residential and commercial heating, ventilation and air conditioning (HVAC) markets. The company designs, engineers and produces a range of products including furnaces, air conditioners, heat pumps, air handlers, packaged rooftop units and related controls and indoor air quality equipment. Lennox also supplies aftermarket parts and accessories and supports its product lines with technical service, training and warranty programs for dealer and distribution partners.

Originally founded in 1895 by Dave Lennox, the company has grown from its early roots into a multinational business with operations concentrated in North America and a presence in other international markets.

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