Q3 EPS Forecast for Lennox International Lifted by Analyst

Key Points

• Wolfe Research raised its Q3 2026 EPS estimate for Lennox to $7.73 (from $7.60) and issued multi-year forecasts showing EPS rising to $35.17 by FY2030 (FY2028 $29.05; FY2029 $31.97).
• Mixed market and earnings backdrop: Lennox recently missed the prior quarter (reported $4.45 EPS vs. $4.76 expected) but issued FY2026 guidance of 23.50–25.00 EPS; analysts' consensus is a "Hold" with an average price target of $566.27 and the stock trading around $506 (P/E ~22.8).

Lennox International, Inc. (NYSE:LII - Free Report) - Stock analysts at Wolfe Research lifted their Q3 2026 EPS estimates for shares of Lennox International in a report issued on Tuesday, April 7th. Wolfe Research analyst N. Coe now expects that the construction company will post earnings of $7.73 per share for the quarter, up from their prior estimate of $7.60. 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 Q3 2027 earnings at $8.29 EPS, Q4 2027 earnings at $6.36 EPS, FY2028 earnings at $29.05 EPS, FY2029 earnings at $31.97 EPS and FY2030 earnings at $35.17 EPS.

LII has been the subject of a number of other reports. Barclays lowered their price objective on shares of Lennox International from $667.00 to $600.00 and set an "overweight" rating for the company in a report on Wednesday, April 1st. William Blair restated an "outperform" rating on shares of Lennox International in a report on Thursday, March 5th. Royal Bank Of Canada lowered 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. JPMorgan Chase & Co. increased their price objective on Lennox International from $493.00 to $541.00 and gave the company an "underweight" rating in a research note on Friday, January 16th. Finally, UBS Group began coverage on Lennox International in a research note on Monday, January 5th. They set a "neutral" rating and a $530.00 price objective for the company. Four equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $566.27.

Lennox International Trading Up 0.1%

Shares of LII opened at $505.97 on Monday. The firm has a market cap of $17.62 billion, a price-to-earnings ratio of 22.75, a PEG 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. Lennox International has a fifty-two week low of $434.06 and a fifty-two week high of $689.44. The firm has a 50 day moving average price of $509.73 and a 200-day moving average price of $506.25.

Lennox International (NYSE:LII - Get Free Report) last announced its quarterly earnings data 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 business had revenue of $1.20 billion during the quarter, compared to the consensus estimate of $1.27 billion. Lennox International had a return on equity of 80.23% and a net margin of 15.13%.The company's revenue was down 11.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $5.60 earnings per share. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS.

Lennox International Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be paid a $1.30 dividend. 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 presently 23.38%.

Insider Buying and Selling

In related news, Director Shane D. Wall sold 100 shares of the firm's stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $540.01, for a total value of $54,001.00. Following the completion of the sale, the director owned 2,205 shares of the company's stock, valued at $1,190,722.05. This trade represents a 4.34% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Todd J. Teske sold 700 shares of the firm's stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $533.45, for a total value of $373,415.00. Following the completion of the sale, the director directly owned 6,881 shares of the company's stock, valued at $3,670,669.45. The trade was a 9.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,054 shares of company stock valued at $563,687 over the last quarter. 10.40% of the stock is owned by company insiders.

Institutional Trading of Lennox International

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Root Financial Partners LLC purchased a new stake in Lennox International in the third quarter worth $28,000. Huntington National Bank lifted its stake in Lennox International by 51.8% in the fourth quarter. Huntington National Bank now owns 85 shares of the construction company's stock worth $41,000 after acquiring an additional 29 shares during the period. Covestor Ltd lifted its stake in Lennox International by 217.2% in the third quarter. Covestor Ltd now owns 92 shares of the construction company's stock worth $48,000 after acquiring an additional 63 shares during the period. MUFG Securities EMEA plc purchased a new stake in Lennox International in the second quarter worth $54,000. Finally, Bessemer Group Inc. lifted its stake in Lennox International by 52.8% in the third quarter. Bessemer Group Inc. now owns 110 shares of the construction company's stock worth $59,000 after acquiring an additional 38 shares during the period. Hedge funds and other institutional investors own 67.07% of the company's stock.

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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