Q4 EPS Estimate for Lennox International Cut by Analyst

Lennox International, Inc. (NYSE:LII) – Equities research analysts at Wolfe Research decreased their Q4 2025 EPS estimates for Lennox International in a research note issued on Wednesday, January 14th. Wolfe Research analyst N. Coe now expects that the construction company will post earnings per share of $4.68 for the quarter, down from their prior estimate of $4.77. Wolfe Research currently has a “Peer Perform” rating on the stock. The consensus estimate for Lennox International’s current full-year earnings is $22.94 per share. Wolfe Research also issued estimates for Lennox International’s Q2 2026 earnings at $7.35 EPS, FY2026 earnings at $23.83 EPS, Q1 2027 earnings at $3.80 EPS, Q2 2027 earnings at $7.85 EPS, FY2027 earnings at $25.53 EPS, FY2028 earnings at $27.84 EPS and FY2029 earnings at $30.18 EPS.

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

Other research analysts have also recently issued research reports about the company. Barclays cut their target price on Lennox International from $680.00 to $667.00 and set an “overweight” rating on the stock in a research report on Wednesday, January 7th. Mizuho cut their price objective on shares of Lennox International from $650.00 to $565.00 and set a “neutral” rating on the stock in a report on Friday, October 17th. Northcoast Research upgraded shares of Lennox International from a “sell” rating to a “neutral” rating and set a $525.00 target price for the company in a research note on Monday, October 27th. Weiss Ratings lowered shares of Lennox International from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Saturday, October 25th. Finally, Wells Fargo & Company cut their price target on shares of Lennox International from $545.00 to $525.00 and set an “equal weight” rating on the stock in a report on Thursday, December 4th. Four research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $597.25.

Lennox International Stock Performance

Shares of LII opened at $526.86 on Monday. The firm has a market capitalization of $18.48 billion, a P/E ratio of 22.24, a P/E/G ratio of 1.97 and a beta of 1.18. Lennox International has a 52 week low of $443.19 and a 52 week high of $689.44. The stock has a 50 day moving average price of $495.19 and a two-hundred day moving average price of $539.40. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.80 and a current ratio of 1.68.

Institutional Investors Weigh In On Lennox International

A number of hedge funds have recently modified their holdings of LII. Eukles Asset Management lifted its stake in Lennox International by 2.8% during the second quarter. Eukles Asset Management now owns 1,019 shares of the construction company’s stock worth $584,000 after purchasing an additional 28 shares during the last quarter. QV Investors Inc. raised its holdings in shares of Lennox International by 0.6% during the 2nd quarter. QV Investors Inc. now owns 5,089 shares of the construction company’s stock valued at $2,917,000 after buying an additional 30 shares in the last quarter. First Horizon Advisors Inc. raised its holdings in shares of Lennox International by 52.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 107 shares of the construction company’s stock valued at $61,000 after buying an additional 37 shares in the last quarter. Bessemer Group Inc. boosted its stake in Lennox International by 52.8% in the third quarter. Bessemer Group Inc. now owns 110 shares of the construction company’s stock worth $59,000 after buying an additional 38 shares in the last quarter. Finally, AdvisorShares Investments LLC purchased a new stake in Lennox International in the second quarter worth approximately $25,000. Institutional investors own 67.07% of the company’s stock.

Insiders Place Their Bets

In other Lennox International news, Director Todd J. Teske sold 600 shares of the business’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $491.85, for a total value of $295,110.00. Following the transaction, the director directly owned 7,581 shares in the company, valued at $3,728,714.85. The trade was a 7.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 9.73% of the stock is currently owned by insiders.

Lennox International Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were given a $1.30 dividend. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $5.20 annualized dividend and a yield of 1.0%. Lennox International’s payout ratio is currently 21.95%.

About Lennox International

Lennox International Inc is a global manufacturer of climate control products and services, principally serving residential and commercial heating, ventilation and air conditioning (HVAC) markets. The company designs, engineers and produces a range of products including furnaces, air conditioners, heat pumps, air handlers, packaged rooftop units and related controls and indoor air quality equipment. Lennox also supplies aftermarket parts and accessories and supports its product lines with technical service, training and warranty programs for dealer and distribution partners.

Originally founded in 1895 by Dave Lennox, the company has grown from its early roots into a multinational business with operations concentrated in North America and a presence in other international markets.