Q3 EPS Forecast for Lennox International Raised by Analyst

Key Points

• William Blair analysts have raised their Q3 2025 earnings estimate for Lennox International (NYSE:LII) to $7.50 per share, reflecting increased optimism about the company's performance.
• Lennox International has recently enacted a share buyback program allowing up to $1.00 billion to be repurchased, indicating management’s belief that the stock is currently undervalued.
• The company also increased its quarterly dividend from $1.15 to $1.30, reflecting a strong financial performance with a dividend yield of 0.8%.

Lennox International, Inc. (NYSE:LII - Free Report) - Equities research analysts at William Blair lifted their Q3 2025 earnings per share (EPS) estimates for shares of Lennox International in a research note issued to investors on Monday, August 18th. William Blair analyst R. Merkel now expects that the construction company will earn $7.50 per share for the quarter, up from their previous forecast of $7.46. 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 $8.63 EPS, Q3 2026 earnings at $8.22 EPS, FY2026 earnings at $27.32 EPS and FY2027 earnings at $29.65 EPS.

Several other analysts have also weighed in on LII. The Goldman Sachs Group increased their price target on Lennox International from $619.00 to $691.00 and gave the company a "buy" rating in a report on Tuesday, July 8th. Barclays increased their price target on Lennox International from $696.00 to $753.00 and gave the company an "overweight" rating in a report on Thursday, July 24th. Robert W. Baird increased their price target on Lennox International from $600.00 to $668.00 and gave the company a "neutral" rating in a report on Thursday, July 17th. Wells Fargo & Company increased their price target on Lennox International from $550.00 to $675.00 and gave the company an "underweight" rating in a report on Thursday, July 24th. Finally, JPMorgan Chase & Co. increased their price target on Lennox International from $455.00 to $549.00 and gave the company an "underweight" rating in a report on Friday, May 16th. Four research analysts have rated the stock with a Buy rating, five have issued a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, Lennox International presently has a consensus rating of "Hold" and an average price target of $635.33.

Lennox International Price Performance

Shares of LII traded down $8.68 during mid-day trading on Wednesday, hitting $583.24. 144,335 shares of the stock were exchanged, compared to its average volume of 402,745. The company has a market cap of $20.49 billion, a PE ratio of 24.95, a price-to-earnings-growth ratio of 1.90 and a beta of 1.10. Lennox International has a 52-week low of $500.10 and a 52-week high of $689.44. The firm has a 50-day moving average of $596.95 and a two-hundred day moving average of $581.30. The company has a debt-to-equity ratio of 0.93, a quick ratio of 0.71 and a current ratio of 1.41.

Lennox International (NYSE:LII - Get Free Report) last issued its quarterly earnings data on Wednesday, July 23rd. The construction company reported $7.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.90 by $0.92. The business had revenue of $1.50 billion for the quarter, compared to analysts' expectations of $1.48 billion. Lennox International had a return on equity of 99.81% and a net margin of 15.41%.The company's revenue for the quarter was up 3.4% on a year-over-year basis. During the same period in the prior year, the firm earned $6.83 EPS. Lennox International has set its FY 2025 guidance at 23.250-24.250 EPS.

Lennox International declared that its board has initiated a share repurchase program on Thursday, May 22nd that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the construction company to reacquire up to 5% of its shares through open market purchases. Shares buyback programs are often a sign that the company's management believes its shares are undervalued.

Insiders Place Their Bets

In other Lennox International news, EVP Daniel M. Sessa sold 2,782 shares of the stock in a transaction on Wednesday, July 23rd. The stock was sold at an average price of $670.04, for a total value of $1,864,051.28. Following the sale, the executive vice president owned 31,574 shares in the company, valued at $21,155,842.96. This trade represents a 8.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 9.73% of the stock is currently owned by insiders.

Institutional Trading of Lennox International

Hedge funds and other institutional investors have recently bought and sold shares of the business. AdvisorShares Investments LLC purchased a new stake in Lennox International in the second quarter worth $25,000. City Holding Co. purchased a new stake in Lennox International in the first quarter worth $35,000. Sentry Investment Management LLC purchased a new stake in Lennox International in the first quarter worth $43,000. Thurston Springer Miller Herd & Titak Inc. increased its stake in Lennox International by 175.9% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 80 shares of the construction company's stock worth $46,000 after purchasing an additional 51 shares during the period. Finally, Whittier Trust Co. increased its stake in Lennox International by 125.0% in the second quarter. Whittier Trust Co. now owns 81 shares of the construction company's stock worth $46,000 after purchasing an additional 45 shares during the period. Hedge funds and other institutional investors own 67.07% of the company's stock.

About Lennox International

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.