William Blair Issues Optimistic Outlook for LII Earnings

Lennox International, Inc. (NYSE:LII) – William Blair increased 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 estimate 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) last issued its quarterly earnings results 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 business had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $1 billion. During the same quarter in the previous year, the company posted $3.47 earnings per share. Lennox International’s revenue for the quarter was up 2.4% compared to the same quarter last year.

A number of other brokerages also recently commented on LII. Robert W. Baird lowered their target price on Lennox International from $608.00 to $600.00 and set a “neutral” rating on the stock in a research note on Thursday, April 24th. Barclays lowered their target price on Lennox International from $702.00 to $696.00 and set an “overweight” rating on the stock in a research note on Thursday, April 24th. Oppenheimer upgraded Lennox International from a “market perform” rating to an “outperform” rating and set a $600.00 price target for the company in a research note on Thursday, April 24th. JPMorgan Chase & Co. upped their price target on Lennox International from $455.00 to $549.00 and gave the stock an “underweight” rating in a research note on Friday, May 16th. Finally, The Goldman Sachs Group upped their price target on Lennox International from $619.00 to $691.00 and gave the stock a “buy” rating in a research note on Tuesday, July 8th. Four research analysts have rated the stock with a sell rating, five have given a hold rating and four have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, Lennox International has an average rating of “Hold” and an average target price of $595.23.

Lennox International Price Performance

LII opened at $597.63 on Wednesday. The stock has a fifty day moving average price of $576.16 and a 200 day moving average price of $584.29. The company has a current ratio of 1.43, a quick ratio of 0.74 and a debt-to-equity ratio of 0.98. Lennox International has a 1 year low of $500.10 and a 1 year high of $682.50. The stock has a market cap of $21.21 billion, a price-to-earnings ratio of 26.63, a PEG ratio of 2.10 and a beta of 1.13.

Lennox International declared that its Board of Directors has initiated a share buyback program on Thursday, May 22nd that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the construction company to purchase up to 5% of its shares through open market purchases. Shares repurchase programs are often an indication 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. Investors of record on Friday, May 30th were paid a dividend of $1.30 per share. This is an increase from Lennox International’s previous quarterly dividend of $1.15. The ex-dividend date of this dividend was Monday, June 30th. This represents a $5.20 annualized dividend and a yield of 0.87%. Lennox International’s dividend payout ratio is presently 23.17%.

Insider Buying and Selling

In other Lennox International news, CAO Chris Kosel sold 509 shares of the company’s stock in a transaction that occurred 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 owned 1,582 shares of the company’s stock, valued at $898,655.10. This represents a 24.34% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 9.73% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Lennox International

Large investors have recently added to or reduced their stakes in the company. Farther Finance Advisors LLC raised its holdings in Lennox International by 8.9% in the 1st quarter. Farther Finance Advisors LLC now owns 576 shares of the construction company’s stock valued at $325,000 after acquiring an additional 47 shares in the last quarter. GAMMA Investing LLC raised its holdings in shares of Lennox International by 24.0% in the 1st quarter. GAMMA Investing LLC now owns 636 shares of the construction company’s stock worth $357,000 after buying an additional 123 shares in the last quarter. KLP Kapitalforvaltning AS acquired a new position in shares of Lennox International in the 4th quarter worth approximately $6,164,000. Allstate Corp acquired a new position in shares of Lennox International in the 4th quarter worth approximately $572,000. Finally, BNP Paribas Financial Markets raised its holdings in shares of Lennox International by 227.4% in the 4th quarter. BNP Paribas Financial Markets now owns 76,149 shares of the construction company’s stock worth $46,398,000 after buying an additional 52,888 shares in the last quarter. Institutional investors and hedge funds 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.