Q2 EPS Forecast for Lennox International Reduced by Analyst

Lennox International, Inc. (NYSE:LII) – William Blair lowered their Q2 2025 earnings per share (EPS) estimates for Lennox International in a research report issued on Monday, July 14th. William Blair analyst R. Merkel now anticipates that the construction company will post earnings of $6.92 per share for the quarter, down from their previous forecast 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.

Several other equities analysts also recently commented on the stock. Robert W. Baird lowered their price objective on shares of Lennox International from $608.00 to $600.00 and set a “neutral” rating for the company in a research note on Thursday, April 24th. Barclays lowered their price target on Lennox International from $702.00 to $696.00 and set an “overweight” rating for the company in a research report on Thursday, April 24th. Royal Bank Of Canada boosted their target price on Lennox International from $580.00 to $582.00 and gave the company a “sector perform” rating in a research note on Thursday, April 24th. Morgan Stanley dropped their price target on Lennox International from $585.00 to $450.00 and set an “underweight” rating for the company in a research note on Thursday, April 24th. Finally, UBS Group reduced their price objective on shares of Lennox International from $625.00 to $570.00 and set a “neutral” rating on the stock in a research report on Thursday, April 24th. Four research analysts have rated the stock with a sell rating, five have issued a hold rating and four have given a buy rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $595.23.

Lennox International Trading Down 1.8%

NYSE:LII opened at $604.19 on Tuesday. The firm has a market capitalization of $21.44 billion, a P/E ratio of 26.92, a P/E/G ratio of 2.13 and a beta of 1.13. The company has a quick ratio of 0.74, a current ratio of 1.43 and a debt-to-equity ratio of 0.98. The company has a fifty day moving average of $575.58 and a 200 day moving average of $584.20. Lennox International has a 52 week low of $500.10 and a 52 week high of $682.50.

Lennox International (NYSE:LII) last announced its quarterly earnings data on Wednesday, April 23rd. The construction company reported $3.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.25 by $0.12. The company had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $1 billion. Lennox International had a net margin of 14.96% and a return on equity of 106.05%. The firm’s revenue was up 2.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.47 EPS.

Hedge Funds Weigh In On Lennox International

A number of hedge funds have recently added to or reduced their stakes in the company. Geode Capital Management LLC raised its stake in shares of Lennox International by 55.7% in the fourth quarter. Geode Capital Management LLC now owns 889,032 shares of the construction company’s stock worth $542,374,000 after purchasing an additional 317,937 shares during the last quarter. GAMMA Investing LLC increased 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 worth $200,041,000 after buying an additional 356,175 shares in the last quarter. Amundi raised its position in Lennox International by 33.1% in the 1st quarter. Amundi now owns 189,571 shares of the construction company’s stock worth $103,661,000 after buying an additional 47,170 shares during the last quarter. Captrust Financial Advisors lifted its stake in Lennox International by 500.0% during 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 period. Finally, Russell Investments Group Ltd. boosted its holdings in shares of Lennox International by 118.3% during 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 hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CAO Chris Kosel sold 509 shares of the company’s stock in a transaction dated Wednesday, May 7th. The shares were sold at an average price of $568.05, for a total value of $289,137.45. Following the transaction, the chief accounting officer owned 1,582 shares in the company, valued at $898,655.10. The trade was a 24.34% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Company insiders own 10.40% of the company’s stock.

Lennox International announced that its Board of Directors has initiated a stock buyback program on Thursday, May 22nd that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to buy up to 5% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s management believes its stock is undervalued.

Lennox International Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 15th. Stockholders of record on Friday, May 30th were issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 0.86%. This is a positive change from Lennox International’s previous quarterly dividend of $1.15. The ex-dividend date of this dividend was Monday, June 30th. Lennox International’s dividend payout ratio (DPR) is presently 23.17%.

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.