William Blair Has Positive Estimate for LII Q1 Earnings

Lennox International Inc. (NYSE:LII - Free Report) - Stock analysts at William Blair boosted their Q1 2026 EPS estimates for shares of Lennox International in a research note issued on Wednesday, April 23rd. William Blair analyst R. Merkel now forecasts that the construction company will post earnings per share of $4.34 for the quarter, up from their prior estimate of $4.16. The consensus estimate for Lennox International's current full-year earnings is $22.94 per share. William Blair also issued estimates for Lennox International's Q2 2026 earnings at $7.75 EPS, Q3 2026 earnings at $7.95 EPS and Q4 2026 earnings at $6.07 EPS.

Lennox International (NYSE:LII - Get Free Report) last issued its quarterly earnings results on Wednesday, April 23rd. The construction company reported $3.37 earnings per share for the quarter, beating analysts' consensus estimates of $3.25 by $0.12. The firm had revenue of $1.07 billion for the quarter, compared to analyst estimates of $1 billion. Lennox International had a net margin of 15.11% and a return on equity of 126.79%. Lennox International's quarterly revenue was up 2.4% compared to the same quarter last year. During the same period last year, the company posted $3.47 EPS.

A number of other analysts also recently commented on the stock. JPMorgan Chase & Co. cut their price objective on shares of Lennox International from $565.00 to $455.00 and set an "underweight" rating for the company in a report on Tuesday, April 8th. Royal Bank of Canada increased their price objective on shares of Lennox International from $580.00 to $582.00 and gave the company a "sector perform" rating in a report on Thursday, April 24th. Stephens reiterated an "overweight" rating and issued a $750.00 price objective on shares of Lennox International in a report on Friday, March 7th. Barclays cut their price objective on shares of Lennox International from $702.00 to $696.00 and set an "overweight" rating for the company in a report on Thursday, April 24th. Finally, Mizuho downgraded shares of Lennox International from an "outperform" rating to a "neutral" rating and cut their price objective for the company from $675.00 to $625.00 in a report on Thursday, January 30th. Four analysts have rated the stock with a sell rating, five have assigned a hold rating and five have issued a buy rating to the company. According to data from MarketBeat.com, Lennox International currently has a consensus rating of "Hold" and a consensus target price of $577.00.

Lennox International Price Performance

Lennox International stock traded up $7.10 during midday trading on Friday, reaching $540.86. The company had a trading volume of 133,180 shares, compared to its average volume of 350,995. The company has a market capitalization of $19.19 billion, a P/E ratio of 24.00, a P/E/G ratio of 2.36 and a beta of 1.07. Lennox International has a 12-month low of $445.63 and a 12-month high of $682.50. The firm's fifty day simple moving average is $566.49 and its 200-day simple moving average is $605.89. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.43 and a quick ratio of 0.90.

Lennox International Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, May 15th. Shareholders of record on Wednesday, April 30th will be given a $1.15 dividend. The ex-dividend date of this dividend is Wednesday, April 30th. This represents a $4.60 dividend on an annualized basis and a yield of 0.85%. Lennox International's dividend payout ratio is currently 20.50%.

Insider Activity at Lennox International

In related news, CAO Chris Kosel sold 194 shares of the business's stock in a transaction on Friday, February 21st. The stock was sold at an average price of $644.20, for a total value of $124,974.80. Following the sale, the chief accounting officer now owns 1,282 shares in the company, valued at approximately $825,864.40. The trade was a 13.14 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 10.40% of the company's stock.

Institutional Investors Weigh In On Lennox International

Several institutional investors and hedge funds have recently modified their holdings of the company. Geode Capital Management LLC raised its holdings in shares of Lennox International by 55.7% in the 4th quarter. Geode Capital Management LLC now owns 889,032 shares of the construction company's stock valued at $542,374,000 after buying an additional 317,937 shares during the period. GAMMA Investing LLC grew its stake in Lennox International by 69,429.8% during the 1st quarter. GAMMA Investing LLC now owns 356,688 shares of the construction company's stock worth $200,041,000 after purchasing an additional 356,175 shares in the last quarter. Captrust Financial Advisors grew its stake in Lennox International by 500.0% during the 4th quarter. Captrust Financial Advisors now owns 94,086 shares of the construction company's stock worth $57,326,000 after purchasing an additional 78,406 shares in the last quarter. Achmea Investment Management B.V. grew its stake in Lennox International by 22.4% during the 1st quarter. Achmea Investment Management B.V. now owns 91,338 shares of the construction company's stock worth $51,225,000 after purchasing an additional 16,711 shares in the last quarter. Finally, BNP Paribas Financial Markets grew its stake in Lennox International by 227.4% during the 4th quarter. BNP Paribas Financial Markets now owns 76,149 shares of the construction company's stock worth $46,398,000 after purchasing an additional 52,888 shares in the last quarter. Hedge funds and other institutional investors own 67.07% of the company's stock.

Lennox International Company Profile

Lennox International Inc, together with its subsidiaries, designs, manufactures, and markets a range of products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally. The Home Comfort Solutions segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment, comfort control products, and replacement parts and supplies; residential heating, ventilation, cooling equipment, and air conditioning; and evaporator coils and unit heaters under Lennox, Dave Lennox Signature Collection, Armstrong Air, Ducane, AirEase, Concord, MagicPak, Advanced Distributor Products, Allied, Elite Series, Merit Series, Comfort Sync, Healthy Climate, iComfort, ComfortSense, and Lennox Stores name.