Lennox International, Inc. (NYSE:LII) Given Consensus Recommendation of “Hold” by Analysts

Shares of Lennox International, Inc. (NYSE:LII) have been given a consensus recommendation of “Hold” by the fifteen analysts that are presently covering the company, MarketBeat.com reports. Two investment analysts have rated the stock with a sell rating, nine have given a hold rating and four have assigned a buy rating to the company. The average 12-month price objective among analysts that have issued ratings on the stock in the last year is $595.0833.

Several brokerages have issued reports on LII. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Lennox International in a research report on Thursday, January 22nd. Mizuho decreased their price objective on Lennox International from $650.00 to $565.00 and set a “neutral” rating for the company in a research note on Friday, October 17th. KeyCorp reiterated a “sector weight” rating on shares of Lennox International in a research note on Thursday, October 23rd. Morgan Stanley decreased their price target on shares of Lennox International from $535.00 to $475.00 and set an “underweight” rating for the company in a research report on Thursday, October 23rd. Finally, UBS Group initiated coverage on shares of Lennox International in a research report on Monday, January 5th. They issued a “neutral” rating and a $530.00 price objective on the stock.

Insider Activity

In other news, Director Todd J. Teske sold 600 shares of the firm’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $491.85, for a total value of $295,110.00. Following the completion of the sale, the director owned 7,581 shares of the company’s stock, valued at $3,728,714.85. This trade represents a 7.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 9.73% of the company’s stock.

Institutional Investors Weigh In On Lennox International

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in LII. Achmea Investment Management B.V. boosted its stake in shares of Lennox International by 2.8% in the second quarter. Achmea Investment Management B.V. now owns 93,893 shares of the construction company’s stock worth $53,823,000 after buying an additional 2,555 shares during the last quarter. Ameriprise Financial Inc. lifted its holdings in Lennox International by 18.5% in the third quarter. Ameriprise Financial Inc. now owns 85,096 shares of the construction company’s stock valued at $45,043,000 after acquiring an additional 13,281 shares during the period. Rhumbline Advisers boosted its position in Lennox International by 4.0% in the 2nd quarter. Rhumbline Advisers now owns 70,082 shares of the construction company’s stock worth $40,174,000 after purchasing an additional 2,710 shares in the last quarter. BNP Paribas Financial Markets grew its stake in shares of Lennox International by 3.5% during the 3rd quarter. BNP Paribas Financial Markets now owns 67,766 shares of the construction company’s stock worth $35,873,000 after purchasing an additional 2,276 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. grew its stake in shares of Lennox International by 0.7% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 66,080 shares of the construction company’s stock worth $34,980,000 after purchasing an additional 488 shares during the period. 67.07% of the stock is currently owned by hedge funds and other institutional investors.

Lennox International Stock Up 1.5%

Shares of Lennox International stock opened at $495.04 on Friday. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.60 and a quick ratio of 0.80. The stock has a market cap of $17.36 billion, a price-to-earnings ratio of 22.26, a PEG ratio of 1.84 and a beta of 1.18. The firm’s 50-day moving average is $502.30 and its two-hundred day moving average is $534.19. Lennox International has a 1 year low of $443.19 and a 1 year high of $689.44.

Lennox International (NYSE:LII) last announced its quarterly earnings results on Wednesday, January 28th. The construction company reported $4.45 earnings per share for the quarter, missing the consensus estimate of $4.76 by ($0.31). Lennox International had a return on equity of 80.23% and a net margin of 15.13%.The business had revenue of $1.20 billion during the quarter, compared to analysts’ expectations of $1.27 billion. During the same period in the previous year, the company posted $5.60 EPS. Lennox International’s revenue for the quarter was down 11.2% on a year-over-year basis. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS. As a group, research analysts expect that Lennox International will post 22.94 earnings per share for the current fiscal year.

Lennox International Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were issued a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Wednesday, December 31st. Lennox International’s payout ratio is currently 21.95%.

Lennox International News Summary

Here are the key news stories impacting Lennox International this week:

• Positive Sentiment: Management emphasized margin resilience and cost discipline despite lower volumes; segment profitability held up, which reassures near‑term earnings power. Read More.
• Positive Sentiment: Company set FY‑2026 EPS guidance (23.50–25.00) and flagged management expectations for market stabilization in 2026 — investors may view the guidance range and management tone as a sign that downside is contained. Read More.
• Positive Sentiment: Full‑year 2025 adjusted EPS rose modestly year‑over‑year and return on equity remains exceptionally high, supporting longer‑term profitability narrative. Read More.
• Neutral Sentiment: The company changed accounting from LIFO to FIFO (effective Q4 2025), which alters comparability of some metrics — analysts and investors must adjust prior-year comparisons. Read More.
• Negative Sentiment: Q4 results missed expectations: adjusted EPS $4.45 vs. ~$4.76 consensus and revenue $1.20B vs. ~$1.27B; revenue fell ~11% year‑over‑year, driven by destocking and softer end markets. Read More.
• Negative Sentiment: Management flagged destocking and market softness as the primary drivers of the slowdown — near‑term volume recovery remains uncertain. Read More.
• Negative Sentiment: Analysts trimmed price targets (RBC $563→$534; Wells Fargo $525→$520) and kept neutral/equal‑weight stances, signaling limited near‑term upside from analysts’ perspective. Read More.

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.