Q1 EPS Forecast for Lennox International Lifted by Analyst

Key Points

• Wolfe Research raised its Q1 2026 EPS estimate for Lennox to $3.33 (from $3.01) and boosted its FY2026 projection to $23.98 and FY2027 to $26.17, versus a consensus full-year estimate of $22.94.
• Analyst views are mixed: Wells Fargo and Barclays cut price targets (to $480 and $600), Oppenheimer raised its target to $645, and the consensus rating is Hold with an average price target of $566.27.
• Lennox stock was up about 2.4% (market cap ~$18.0B) after recently reporting a quarterly EPS miss ($4.45 vs. $4.76 expected) with revenue down 11.2% year-over-year, and the company declared a quarterly dividend of $1.30 per share (1.0% yield).

Lennox International, Inc. (NYSE:LII - Free Report) - Equities researchers at Wolfe Research raised their Q1 2026 earnings estimates for shares of Lennox International in a research note issued to investors on Tuesday, April 7th. Wolfe Research analyst N. Coe now anticipates that the construction company will post earnings per share of $3.33 for the quarter, up from their prior estimate of $3.01. The consensus estimate for Lennox International's current full-year earnings is $22.94 per share. Wolfe Research also issued estimates for Lennox International's Q2 2026 earnings at $7.20 EPS, Q4 2026 earnings at $5.71 EPS, FY2026 earnings at $23.98 EPS, Q1 2027 earnings at $3.86 EPS, Q2 2027 earnings at $7.68 EPS and FY2027 earnings at $26.17 EPS.

Several other brokerages have also commented on LII. Wells Fargo & Company decreased their price objective on shares of Lennox International from $560.00 to $480.00 and set an "equal weight" rating for the company in a research report on Wednesday, April 1st. Wall Street Zen raised shares of Lennox International from a "sell" rating to a "hold" rating in a research report on Saturday, March 7th. Barclays decreased their price objective on shares of Lennox International from $667.00 to $600.00 and set an "overweight" rating for the company in a research report on Wednesday, April 1st. Oppenheimer increased their price objective on shares of Lennox International from $630.00 to $645.00 and gave the company an "outperform" rating in a research report on Thursday, March 5th. Finally, UBS Group began coverage on shares of Lennox International in a research report on Monday, January 5th. They issued a "neutral" rating and a $530.00 price objective for the company. Four research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $566.27.

Lennox International Stock Up 2.4%

NYSE:LII opened at $517.69 on Tuesday. The stock has a market capitalization of $18.02 billion, a P/E ratio of 23.28, a P/E/G ratio of 1.94 and a beta of 1.21. The company has a debt-to-equity ratio of 0.98, a quick ratio of 0.63 and a current ratio of 1.60. The company's 50-day simple moving average is $510.18 and its 200-day simple moving average is $506.27. Lennox International has a fifty-two week low of $434.06 and a fifty-two week high of $689.44.

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). Lennox International had a net margin of 15.13% and a return on equity of 80.23%. The firm had revenue of $1.20 billion during the quarter, compared to the consensus estimate of $1.27 billion. During the same quarter in the prior year, the business posted $5.60 earnings per share. The firm's quarterly revenue was down 11.2% on a year-over-year basis. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS.

Institutional Investors Weigh In On Lennox International

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Nicholas Company Inc. grew its stake in shares of Lennox International by 0.4% during the 4th quarter. Nicholas Company Inc. now owns 6,600 shares of the construction company's stock worth $3,205,000 after purchasing an additional 25 shares during the period. Huntington National Bank grew its stake 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 worth $41,000 after purchasing an additional 29 shares during the period. Bessemer Group Inc. grew its stake 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 worth $59,000 after purchasing an additional 38 shares during the period. Valeo Financial Advisors LLC grew its stake in shares of Lennox International by 10.3% during the 4th quarter. Valeo Financial Advisors LLC now owns 418 shares of the construction company's stock worth $203,000 after purchasing an additional 39 shares during the period. Finally, Eukles Asset Management grew its stake in shares of Lennox International by 4.2% during the 4th quarter. Eukles Asset Management now owns 1,125 shares of the construction company's stock worth $546,000 after purchasing an additional 45 shares during the period. Institutional investors and hedge funds own 67.07% of the company's stock.

Insiders Place Their Bets

In other Lennox International news, Director Todd J. Teske sold 700 shares of the firm's stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $533.45, for a total transaction of $373,415.00. Following the completion of the transaction, the director directly owned 6,881 shares of the company's stock, 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 this link. Also, CAO Chris Kosel sold 254 shares of the firm's stock in a transaction that occurred 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 transaction, the chief accounting officer directly owned 1,090 shares of the company's stock, valued at $584,785. This represents a 18.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 1,054 shares of company stock valued at $563,687. 9.73% of the stock is owned by insiders.

Lennox International Dividend Announcement

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

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.

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