Q4 EPS Estimate for Lennox International Raised by Analyst

Lennox International, Inc. (NYSE:LII - Free Report) - William Blair boosted their Q4 2025 earnings per share estimates for Lennox International in a research note issued on Monday, July 14th. William Blair analyst R. Merkel now expects that the construction company will post earnings of $5.43 per share for the quarter, up from their prior forecast of $5.40. 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 FY2027 earnings at $28.16 EPS.

Lennox International (NYSE:LII - Get Free Report) last posted its earnings results on Wednesday, April 23rd. The construction company reported $3.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.25 by $0.12. Lennox International had a net margin of 14.96% and a return on equity of 106.05%. The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $1 billion. During the same period in the prior year, the company posted $3.47 EPS. The company's revenue for the quarter was up 2.4% on a year-over-year basis.

Several other equities analysts have also commented on LII. Morgan Stanley decreased their price objective on shares of Lennox International from $585.00 to $450.00 and set an "underweight" rating on the stock in a report on Thursday, April 24th. Barclays cut their target price on shares of Lennox International from $702.00 to $696.00 and set an "overweight" rating on the stock in a research note on Thursday, April 24th. UBS Group decreased their price target on Lennox International from $625.00 to $570.00 and set a "neutral" rating for the company in a report on Thursday, April 24th. JPMorgan Chase & Co. upped their target price on shares of Lennox International from $455.00 to $549.00 and gave the company an "underweight" rating in a report on Friday, May 16th. Finally, Robert W. Baird raised their price target on Lennox International from $600.00 to $668.00 and gave the stock a "neutral" rating in a research note on Thursday. Four investment analysts have rated the stock with a sell rating, five have issued a hold rating and four have given a buy rating to the company's stock. According to data from MarketBeat.com, Lennox International has an average rating of "Hold" and a consensus target price of $604.31.

Lennox International Trading Down 0.4%

Lennox International stock traded down $2.23 during trading on Wednesday, reaching $609.62. 221,551 shares of the company were exchanged, compared to its average volume of 364,051. The stock's 50 day simple moving average is $577.60 and its two-hundred day simple moving average is $584.28. The company has a market capitalization of $21.63 billion, a P/E ratio of 27.17, a PEG ratio of 2.12 and a beta of 1.13. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.43 and a quick ratio of 0.74. Lennox International has a 52-week low of $500.10 and a 52-week high of $682.50.

Lennox International declared that its Board of Directors has approved a share buyback program on Thursday, May 22nd that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the construction company to repurchase up to 5% of its stock through open market purchases. Stock buyback programs are generally an indication that the company's board of directors believes its shares are undervalued.

Lennox International Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 15th. Investors of record on Friday, May 30th were issued a dividend of $1.30 per share. The ex-dividend date of this dividend was Monday, June 30th. This is a boost from Lennox International's previous quarterly dividend of $1.15. This represents a $5.20 annualized dividend and a yield of 0.85%. Lennox International's payout ratio is currently 23.17%.

Insider Activity

In related news, CAO Chris Kosel sold 509 shares of the stock in a transaction on Wednesday, May 7th. The stock was sold at an average price of $568.05, for a total transaction of $289,137.45. Following the sale, the chief accounting officer owned 1,582 shares of the company's stock, valued at $898,655.10. This trade represents a 24.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 9.73% of the stock is owned by company insiders.

Institutional Investors Weigh In On Lennox International

Institutional investors have recently bought and sold shares of the stock. V Square Quantitative Management LLC grew its stake in Lennox International by 16.2% during the second quarter. V Square Quantitative Management LLC now owns 846 shares of the construction company's stock worth $485,000 after buying an additional 118 shares during the period. Steph & Co. acquired a new position in Lennox International during the 2nd quarter worth $80,000. Farther Finance Advisors LLC raised its stake in Lennox International by 8.3% during the second quarter. Farther Finance Advisors LLC now owns 624 shares of the construction company's stock valued at $358,000 after buying an additional 48 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. raised its position in shares of Lennox International by 175.9% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 80 shares of the construction company's stock valued at $46,000 after acquiring an additional 51 shares in the last quarter. Finally, AG2R LA Mondiale Gestion D Actifs acquired a new stake in shares of Lennox International during the first quarter worth $1,389,000. 67.07% of the stock is currently owned by hedge funds and other institutional investors.

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.