William Blair Has Negative Outlook of LII FY2025 Earnings

Lennox International, Inc. (NYSE:LII) – Analysts at William Blair decreased their FY2025 earnings per share (EPS) estimates for shares of Lennox International in a research report issued on Monday, August 18th. William Blair analyst R. Merkel now forecasts that the construction company will earn $24.18 per share for the year, down from their prior estimate of $24.21. 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 Q4 2025 earnings at $5.41 EPS, Q1 2026 earnings at $4.31 EPS and Q4 2026 earnings at $6.16 EPS.

A number of other brokerages have also recently commented on LII. The Goldman Sachs Group increased their target price on Lennox International from $619.00 to $691.00 and gave the company a “buy” rating in a report on Tuesday, July 8th. Oppenheimer increased their target price on Lennox International from $650.00 to $730.00 and gave the company an “outperform” rating in a report on Thursday, July 24th. Royal Bank Of Canada increased their target price on Lennox International from $580.00 to $582.00 and gave the company a “sector perform” rating in a report on Thursday, April 24th. Morgan Stanley decreased their price objective on Lennox International from $585.00 to $450.00 and set an “underweight” rating on the stock in a report on Thursday, April 24th. Finally, Wells Fargo & Company upped their target price on Lennox International from $550.00 to $675.00 and gave the company an “underweight” rating in a research note on Thursday, July 24th. Four analysts have rated the stock with a Buy rating, five have issued a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Lennox International presently has a consensus rating of “Hold” and an average target price of $635.33.

Lennox International Price Performance

Shares of NYSE:LII opened at $570.1460 on Thursday. The business’s fifty day moving average price is $595.87 and its two-hundred day moving average price is $581.26. The stock has a market cap of $20.02 billion, a PE ratio of 24.38, a price-to-earnings-growth ratio of 1.89 and a beta of 1.10. 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 has a one year low of $500.10 and a one year high of $689.44.

Lennox International (NYSE:LII) last announced its earnings results on Wednesday, July 23rd. The construction company reported $7.82 EPS for the quarter, beating analysts’ consensus estimates of $6.90 by $0.92. The firm 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%.Lennox International’s quarterly revenue was up 3.4% on a year-over-year basis. During the same quarter 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 approved a stock repurchase plan on Thursday, May 22nd that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to repurchase up to 5% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Insider Buying and Selling at Lennox International

In related 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 transaction, the executive vice president directly owned 31,574 shares of the company’s stock, valued at approximately $21,155,842.96. This trade represents a 8.10% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 9.73% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. AdvisorShares Investments LLC purchased a new position in shares of Lennox International in the 2nd quarter worth $25,000. City Holding Co. purchased a new position in shares of Lennox International in the 1st quarter worth $35,000. Sentry Investment Management LLC purchased a new position in shares of Lennox International in the 1st quarter worth $43,000. Thurston Springer Miller Herd & Titak Inc. raised its position in shares of Lennox International by 175.9% in the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 80 shares of the construction company’s stock worth $46,000 after buying an additional 51 shares during the period. Finally, Whittier Trust Co. raised its position in Lennox International by 125.0% in the second quarter. Whittier Trust Co. now owns 81 shares of the construction company’s stock valued at $46,000 after purchasing an additional 45 shares during the period. 67.07% of the stock is 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.