William Blair Analysts Decrease Earnings Estimates for LII

Lennox International, Inc. (NYSE:LII) – Investment analysts at William Blair cut their FY2025 earnings estimates for shares of Lennox International in a research report issued on Wednesday, October 15th. William Blair analyst R. Merkel now anticipates that the construction company will post earnings of $23.46 per share for the year, down from their prior forecast of $24.18. 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 2026 earnings at $6.19 EPS.

Lennox International (NYSE:LII) last issued its quarterly earnings data on Wednesday, July 23rd. The construction company reported $7.82 EPS for the quarter, topping analysts’ consensus estimates of $6.90 by $0.92. Lennox International had a net margin of 15.41% and a return on equity of 99.81%. The firm had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.48 billion. During the same quarter in the previous year, the business posted $6.83 EPS. The firm’s revenue was up 3.4% compared to the same quarter last year. Lennox International has set its FY 2025 guidance at 23.250-24.250 EPS.

A number of other brokerages have also commented on LII. UBS Group cut their price objective on shares of Lennox International from $676.00 to $610.00 and set a “neutral” rating on the stock in a report on Tuesday, September 23rd. Barclays dropped their target price on shares of Lennox International from $753.00 to $730.00 and set an “overweight” rating for the company in a research report on Tuesday, September 16th. Oppenheimer dropped their target price on shares of Lennox International from $730.00 to $675.00 and set an “outperform” rating for the company in a research report on Wednesday, September 17th. Wells Fargo & Company raised shares of Lennox International from an “underweight” rating to an “equal weight” rating and dropped their target price for the stock from $675.00 to $575.00 in a research report on Monday, October 6th. Finally, JPMorgan Chase & Co. dropped their target price on shares of Lennox International from $592.00 to $501.00 and set an “underweight” rating for the company in a research report on Wednesday. Five research analysts have rated the stock with a Buy rating, five have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $611.00.

Lennox International Stock Performance

Shares of LII stock opened at $523.96 on Thursday. Lennox International has a 12 month low of $500.10 and a 12 month high of $689.44. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.41 and a quick ratio of 0.71. The firm has a market capitalization of $18.40 billion, a P/E ratio of 22.40, a P/E/G ratio of 1.89 and a beta of 1.10. The company’s fifty day moving average price is $555.93 and its two-hundred day moving average price is $568.29.

Lennox International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, October 15th. Investors of record on Tuesday, September 30th were given a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Tuesday, September 30th. Lennox International’s dividend payout ratio is currently 22.23%.

Insider Transactions at Lennox International

In related news, CAO Chris Kosel sold 300 shares of the business’s stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $591.86, for a total transaction of $177,558.00. Following the completion of the sale, the chief accounting officer owned 1,282 shares of the company’s stock, valued at $758,764.52. This represents a 18.96% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Daniel M. Sessa sold 2,782 shares of the company’s stock in a transaction dated Wednesday, July 23rd. The stock was sold at an average price of $670.04, for a total transaction of $1,864,051.28. Following the completion of the transaction, the executive vice president 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 disclosure for this sale can be found here. 9.73% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. AdvisorShares Investments LLC bought a new position in Lennox International in the 2nd quarter worth about $25,000. Thurston Springer Miller Herd & Titak Inc. grew its position in 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 purchasing an additional 51 shares during the last quarter. Whittier Trust Co. grew its position in Lennox International by 125.0% in the 2nd quarter. Whittier Trust Co. now owns 81 shares of the construction company’s stock worth $46,000 after purchasing an additional 45 shares during the last quarter. MUFG Securities EMEA plc bought a new position in Lennox International in the 2nd quarter worth about $54,000. Finally, First Horizon Advisors Inc. grew its position in Lennox International by 52.9% in the 2nd quarter. First Horizon Advisors Inc. now owns 107 shares of the construction company’s stock worth $61,000 after purchasing an additional 37 shares during the last quarter. Institutional investors own 67.07% of the company’s stock.

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.