Q2 EPS Estimate for Lennox International Reduced by Analyst

Lennox International, Inc. (NYSE:LII - Free Report) - Investment analysts at William Blair cut their Q2 2025 earnings per share estimates for shares of Lennox International in a report issued on Monday, July 14th. William Blair analyst R. Merkel now forecasts that the construction company will post earnings of $6.92 per share for the quarter, down from their prior estimate of $7.00. 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 Q3 2025 earnings at $7.19 EPS, FY2025 earnings at $22.96 EPS, Q2 2026 earnings at $7.73 EPS and Q4 2026 earnings at $6.12 EPS.

A number of other equities research analysts also recently issued reports on the stock. JPMorgan Chase & Co. lifted their price target on shares of Lennox International from $455.00 to $549.00 and gave the company an "underweight" rating in a research report on Friday, May 16th. The Goldman Sachs Group lifted their price target on shares of Lennox International from $619.00 to $691.00 and gave the company a "buy" rating in a research report on Tuesday, July 8th. UBS Group reduced their price target on shares of Lennox International from $625.00 to $570.00 and set a "neutral" rating for the company in a research report on Thursday, April 24th. Royal Bank Of Canada lifted their price target on shares of Lennox International from $580.00 to $582.00 and gave the company a "sector perform" rating in a research report on Thursday, April 24th. Finally, Robert W. Baird lifted their price target on shares of Lennox International from $600.00 to $668.00 and gave the company a "neutral" rating in a research report on Thursday. Four analysts have rated the stock with a sell rating, five have issued a hold rating and four have assigned a buy rating to the company. According to MarketBeat, the stock has a consensus rating of "Hold" and a consensus target price of $604.31.

Lennox International Price Performance

Shares of LII stock traded down $1.12 during midday trading on Tuesday, reaching $610.73. 136,198 shares of the company traded hands, compared to its average volume of 363,997. The firm's 50 day simple moving average is $576.88 and its two-hundred day simple moving average is $584.28. Lennox International has a 1-year low of $500.10 and a 1-year high of $682.50. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.43 and a quick ratio of 0.74. The firm has a market cap of $21.67 billion, a PE ratio of 27.21, a price-to-earnings-growth ratio of 2.07 and a beta of 1.13.

Lennox International (NYSE:LII - Get Free Report) last announced its quarterly earnings data 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. Lennox International had a return on equity of 106.05% and a net margin of 14.96%. The company had revenue of $1.07 billion for the quarter, compared to analyst estimates of $1 billion. During the same quarter in the previous year, the company earned $3.47 EPS. The firm's revenue for the quarter was up 2.4% compared to the same quarter last year.

Lennox International Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, July 15th. Investors of record on Friday, May 30th were paid a $1.30 dividend. The ex-dividend date was Monday, June 30th. This represents a $5.20 dividend on an annualized basis and a yield of 0.85%. This is a positive change from Lennox International's previous quarterly dividend of $1.15. Lennox International's dividend payout ratio is presently 23.17%.

Lennox International declared that its Board of Directors has authorized a stock buyback plan on Thursday, May 22nd that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the construction company to repurchase up to 5% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company's board believes its stock is undervalued.

Insider Transactions at Lennox International

In other Lennox International news, CAO Chris Kosel sold 509 shares of the business's stock in a transaction on Wednesday, May 7th. The stock was sold at an average price of $568.05, for a total value of $289,137.45. Following the completion of the transaction, the chief accounting officer directly owned 1,582 shares in the company, valued at approximately $898,655.10. The trade was a 24.34% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 9.73% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Geode Capital Management LLC raised its holdings in 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 acquiring an additional 317,937 shares during the last quarter. GAMMA Investing LLC raised its holdings in Lennox International by 69,429.8% in the 1st quarter. GAMMA Investing LLC now owns 356,688 shares of the construction company's stock valued at $200,041,000 after acquiring an additional 356,175 shares during the last quarter. Amundi raised its holdings in Lennox International by 33.1% in the 1st quarter. Amundi now owns 189,571 shares of the construction company's stock valued at $103,661,000 after acquiring an additional 47,170 shares during the last quarter. Captrust Financial Advisors raised its holdings in Lennox International by 500.0% in the 4th quarter. Captrust Financial Advisors now owns 94,086 shares of the construction company's stock valued at $57,326,000 after acquiring an additional 78,406 shares during the last quarter. Finally, Russell Investments Group Ltd. raised its holdings in Lennox International by 118.3% in the 1st quarter. Russell Investments Group Ltd. now owns 92,618 shares of the construction company's stock valued at $51,932,000 after acquiring an additional 50,188 shares during the last quarter. 67.07% of the stock is currently owned by institutional investors and hedge funds.

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.