Lennox International (LII) News Today

Lennox International (LII) — shares are trading lower today after a string of analyst actions and the stock hitting a new one‑year low. Investors are reacting to mixed earnings‑forecast tweaks from William Blair (some upward near‑term tweaks but multiple downward revisions to quarterly and multi‑year outlooks) alongside several price‑target cuts and underweight calls from major brokers.

• Positive Sentiment: William Blair raised its Q3 2025 EPS estimate to $6.98 (from $6.70), signaling better‑than‑expected near‑term profitability for Lennox. Q3 EPS Raised
• Positive Sentiment: Barclays maintained an overweight stance and set a $700 price target (cut from $730) — a bullish target that suggests significant upside relative to the current level. Barclays PT $700
• Neutral Sentiment: Wells Fargo trimmed its target to $545 and kept an equal‑weight rating — a downgrade in target but a neutral stance on near‑term direction. Wells Fargo PT Cut
• Neutral Sentiment: Royal Bank of Canada lowered its target to $555 and kept a sector‑perform rating, leaving room for modest upside but reflecting more cautious tone. RBC PT $555
• Negative Sentiment: Multiple brokers cut targets and/or issued underweight ratings — Morgan Stanley cut to $475 with an underweight, and JPMorgan lowered its target to $493 and kept an underweight — increasing selling pressure. Morgan Stanley Pessimistic
• Negative Sentiment: Lennox set a new one‑year low after the earnings print and subsequent analyst revisions, a technical trigger that likely amplified the decline. 1‑Year Low
• Negative Sentiment: William Blair's broader set of revisions trimmed FY2025/FY2026/FY2027 and several quarterly forecasts (including cuts to Q4 2025 and FY2027), lowering medium‑term earnings visibility and weighing on sentiment. William Blair Forecast Changes

Bottom line for investors: near‑term beats for certain quarters (per William Blair) are being offset by cuts to later quarters, multiple price‑target downgrades and an underweight from major brokers — a mix that has driven selling and produced the new one‑year low. Monitor upcoming guidance/earnings cadence and whether analysts revise long‑term assumptions further before considering new exposure.