Lennox International (NYSE:LII) Coverage Initiated at BNP Paribas Exane

Key Points

• BNP Paribas Exane initiated coverage on Lennox with a neutral rating and a $535 price target, implying roughly a 3.34% upside from the current share level.
• Lennox missed Q1 estimates—reporting $4.45 EPS versus $4.76 expected and revenue down 11.2% year‑over‑year—and set FY2026 guidance of $23.50–$25.00 EPS (analysts project about 22.94 EPS).
• The consensus across analysts is an average "Hold" (4 Buys, 10 Holds, 2 Sells) with a consensus price target of $563.67, while the stock trades around $517.69 and has a 52‑week range of $434.06–$689.44.

Investment analysts at BNP Paribas Exane started coverage on shares of Lennox International (NYSE:LII - Get Free Report) in a report issued on Tuesday. The firm set a "neutral" rating and a $535.00 price target on the construction company's stock. BNP Paribas Exane's price target would suggest a potential upside of 3.34% from the stock's current price.

A number of other equities research analysts have also weighed in on LII. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Lennox International in a report on Thursday, January 22nd. Oppenheimer raised their price target on shares of Lennox International from $630.00 to $645.00 and gave the company an "outperform" rating in a report on Thursday, March 5th. Morgan Stanley lowered their price target on shares of Lennox International from $475.00 to $450.00 and set an "underweight" rating for the company in a report on Monday, February 2nd. William Blair reissued an "outperform" rating on shares of Lennox International in a report on Thursday, March 5th. Finally, Royal Bank Of Canada decreased their price objective on shares of Lennox International from $563.00 to $534.00 and set a "sector perform" rating for the company in a report on Thursday, January 29th. Four research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Hold" and a consensus price target of $563.67.

Lennox International Price Performance

LII opened at $517.69 on Tuesday. The company has a fifty day simple moving average of $510.18 and a 200 day simple moving average of $506.27. The firm has a market cap of $18.02 billion, a price-to-earnings ratio of 23.28, a PEG ratio of 1.94 and a beta of 1.21. Lennox International has a twelve month low of $434.06 and a twelve month high of $689.44. The company has a current ratio of 1.60, a quick ratio of 0.63 and a debt-to-equity ratio of 0.98.

Lennox International (NYSE:LII - Get Free Report) last released 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 firm had revenue of $1.20 billion for 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%. Lennox International's revenue for the quarter was down 11.2% on a year-over-year basis. During the same period in the previous year, the business posted $5.60 earnings per share. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS. Equities research analysts expect that Lennox International will post 22.94 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Todd J. Teske sold 700 shares of the firm's stock in a transaction dated 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 directly owned 6,881 shares in the company, valued at approximately $3,670,669.45. This trade represents a 9.23% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Chris Kosel sold 254 shares of the firm's stock in a transaction dated 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 approximately $584,785. The trade was a 18.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,054 shares of company stock valued at $563,687 in the last ninety days. Corporate insiders own 9.73% of the company's stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of LII. Root Financial Partners LLC bought a new position in shares of Lennox International in the 3rd quarter worth about $28,000. Huntington National Bank lifted its position in shares of Lennox International by 51.8% in the 4th quarter. Huntington National Bank now owns 85 shares of the construction company's stock worth $41,000 after buying an additional 29 shares during the last quarter. Covestor Ltd lifted its position in shares of Lennox International by 217.2% in the 3rd quarter. Covestor Ltd now owns 92 shares of the construction company's stock worth $48,000 after buying an additional 63 shares during the last quarter. MUFG Securities EMEA plc bought a new position in shares of Lennox International in the 2nd quarter worth about $54,000. Finally, Bessemer Group Inc. lifted its position in shares of Lennox International by 52.8% in the 3rd quarter. Bessemer Group Inc. now owns 110 shares of the construction company's stock worth $59,000 after buying an additional 38 shares during the last quarter. 67.07% of the stock is currently owned by institutional investors.

Trending Headlines about Lennox International

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

• Positive Sentiment: Wolfe lifted FY2026 EPS to $23.98 (from $23.52) and FY2027 EPS to $26.17 (from $25.38) — a material upward revision to multi‑year earnings power that supports valuation and investor sentiment. Read More.
• Positive Sentiment: Several near‑term quarter estimates were raised: Q1 2026 to $3.33 (from $3.01), Q1 2027 to $3.86 (from $3.18), and Q4 2026 to $5.71 (from $5.49) — signals of stronger-than-previously-expected seasonality/margins in those periods. Read More.
• Neutral Sentiment: Wolfe published a full set of updated quarterly and annual estimates; its FY2026 view (~$23.98) sits inside Lennox’s company guidance range (23.50–25.00), showing alignment between the sell-side and management. Read More.
• Negative Sentiment: Wolfe trimmed Q2 estimates: Q2 2026 to $7.20 (from $7.43) and Q2 2027 to $7.68 (from $7.93), indicating some near‑term caution around demand or cost assumptions for the replacement/contractor markets that drive Lennox’s sales. Read More.

Lennox International Company Profile

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.

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.