William Blair Issues Optimistic Outlook for LII Earnings

Lennox International, Inc. (NYSE:LII) – William Blair upped their Q3 2025 earnings estimates for shares of Lennox International in a research report issued to clients and investors on Wednesday, October 22nd. William Blair analyst R. Merkel now expects that the construction company will earn $6.98 per share for the quarter, up from their prior forecast of $6.70. 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 $4.85 EPS, Q2 2026 earnings at $8.52 EPS, Q4 2026 earnings at $5.82 EPS and FY2027 earnings at $27.88 EPS.

Lennox International (NYSE:LII) last posted its quarterly earnings data on Wednesday, October 22nd. The construction company reported $6.98 EPS for the quarter, beating analysts’ consensus estimates of $6.69 by $0.29. Lennox International had a net margin of 15.74% and a return on equity of 91.96%. The firm had revenue of $1.43 billion for the quarter, compared to the consensus estimate of $1.54 billion. During the same period in the prior year, the firm posted $6.68 EPS. The firm’s revenue was down 4.8% compared to the same quarter last year. Lennox International has set its FY 2025 guidance at 22.750-23.250 EPS.

LII has been the topic of a number of other reports. UBS Group reduced their price objective on shares of Lennox International from $676.00 to $610.00 and set a “neutral” rating on the stock in a research note on Tuesday, September 23rd. Wells Fargo & Company dropped their target price on shares of Lennox International from $575.00 to $545.00 and set an “equal weight” rating on the stock in a report on Thursday. KeyCorp reissued a “sector weight” rating on shares of Lennox International in a report on Thursday. Morgan Stanley dropped their target price on shares of Lennox International from $535.00 to $475.00 and set an “underweight” rating on the stock in a report on Thursday. Finally, The Goldman Sachs Group increased their target price on shares of Lennox International from $619.00 to $691.00 and gave the stock a “buy” rating in a report on Tuesday, July 8th. Five equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $600.17.

Lennox International Trading Up 0.2%

NYSE LII opened at $495.83 on Friday. Lennox International has a 12 month low of $485.47 and a 12 month high of $689.44. The company has a debt-to-equity ratio of 0.78, a current ratio of 1.68 and a quick ratio of 0.71. The company has a market capitalization of $17.42 billion, a price-to-earnings ratio of 20.93, a price-to-earnings-growth ratio of 1.82 and a beta of 1.10. The company’s fifty day moving average price is $546.64 and its two-hundred day moving average price is $567.22.

Institutional Trading of Lennox International

Large investors have recently modified their holdings of the company. GAMMA Investing LLC increased 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 acquiring an additional 123 shares during the period. United Services Automobile Association bought a new position in Lennox International in the 1st quarter valued at about $410,000. AG2R LA Mondiale Gestion D Actifs bought a new position in Lennox International in the 1st quarter valued at about $1,389,000. Strs Ohio bought a new position in Lennox International in the 1st quarter valued at about $1,419,000. Finally, Amundi grew its position in Lennox International by 33.1% in the 1st quarter. Amundi now owns 189,571 shares of the construction company’s stock valued at $103,661,000 after buying an additional 47,170 shares in the last quarter. Institutional investors and hedge funds own 67.07% of the company’s stock.

Insider Buying and Selling at Lennox International

In related news, CAO Chris Kosel sold 300 shares of the stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $591.86, for a total value of $177,558.00. Following the sale, the chief accounting officer owned 1,282 shares of the company’s stock, valued at $758,764.52. This trade represents a 18.96% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 9.73% of the stock is currently owned by company insiders.

Lennox International Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 15th. Investors of record on Tuesday, September 30th were issued a $1.30 dividend. 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 (DPR) is 21.95%.

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.