Lithia Motors, Inc. $LAD Shares Sold by AlphaQuest LLC

AlphaQuest LLC reduced its position in shares of Lithia Motors, Inc. (NYSE:LAD) by 89.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 457 shares of the company’s stock after selling 3,770 shares during the period. AlphaQuest LLC’s holdings in Lithia Motors were worth $144,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of LAD. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Lithia Motors by 13.9% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 8,474 shares of the company’s stock valued at $2,487,000 after buying an additional 1,032 shares during the period. Goldman Sachs Group Inc. lifted its holdings in Lithia Motors by 67.6% in the first quarter. Goldman Sachs Group Inc. now owns 113,346 shares of the company’s stock valued at $33,272,000 after acquiring an additional 45,716 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Lithia Motors by 16.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 93,170 shares of the company’s stock worth $27,349,000 after acquiring an additional 13,407 shares during the period. Blair William & Co. IL purchased a new position in Lithia Motors in the second quarter worth approximately $223,000. Finally, Vanguard Personalized Indexing Management LLC increased its stake in Lithia Motors by 9.6% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 3,990 shares of the company’s stock worth $1,348,000 after acquiring an additional 351 shares during the last quarter.

Lithia Motors Stock Performance

Shares of Lithia Motors stock opened at $303.59 on Friday. The business has a 50-day simple moving average of $334.00 and a 200-day simple moving average of $320.82. The company has a debt-to-equity ratio of 1.46, a quick ratio of 0.30 and a current ratio of 1.17. Lithia Motors, Inc. has a one year low of $262.10 and a one year high of $389.61. The company has a market cap of $7.36 billion, a PE ratio of 9.45 and a beta of 1.20.

Lithia Motors (NYSE:LAD) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $6.74 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $8.09 by ($1.35). Lithia Motors had a return on equity of 12.76% and a net margin of 2.18%.The firm had revenue of $9.20 billion during the quarter, compared to analysts’ expectations of $9.19 billion. During the same quarter in the prior year, the firm earned $7.79 EPS. The firm’s revenue was up .3% compared to the same quarter last year. On average, equities research analysts forecast that Lithia Motors, Inc. will post 34.45 EPS for the current fiscal year.

Lithia Motors Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be paid a dividend of $0.55 per share. The ex-dividend date is Friday, March 6th. This represents a $2.20 dividend on an annualized basis and a dividend yield of 0.7%. Lithia Motors’s payout ratio is presently 6.37%.

Insider Buying and Selling

In other Lithia Motors news, Director Congdon Stacy Loretz sold 75 shares of the firm’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $360.00, for a total value of $27,000.00. Following the sale, the director directly owned 1,810 shares in the company, valued at $651,600. This trade represents a 3.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.87% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on LAD shares. Weiss Ratings reiterated a “hold (c+)” rating on shares of Lithia Motors in a report on Thursday, January 22nd. JPMorgan Chase & Co. decreased their target price on shares of Lithia Motors from $355.00 to $350.00 and set an “overweight” rating on the stock in a research report on Thursday. Evercore lifted their price target on shares of Lithia Motors from $440.00 to $500.00 and gave the company an “outperform” rating in a research report on Monday, November 24th. Wells Fargo & Company reduced their price target on shares of Lithia Motors from $358.00 to $355.00 and set an “equal weight” rating on the stock in a research note on Thursday. Finally, Citigroup increased their price objective on shares of Lithia Motors from $385.00 to $399.00 and gave the stock a “buy” rating in a research report on Tuesday, October 28th. Eight analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Lithia Motors has an average rating of “Moderate Buy” and a consensus price target of $389.90.

Key Lithia Motors News

Here are the key news stories impacting Lithia Motors this week:

• Positive Sentiment: Company highlights and capital return: Lithia reported record full‑year revenue and disclosed heavy buybacks (about $947M repurchased in 2025, ~11.4% of shares outstanding) and announced a quarterly dividend, all supportive for shareholder value. PR Newswire – Q4 & Full Year Results
• Positive Sentiment: Aftermarket and used-vehicle strength: Used revenue rose and aftersales delivered double-digit same-store gross profit growth, which helps margins and recurring revenue resilience vs. new-vehicle cyclicality. PR Newswire – Q4 & Full Year Results
• Neutral Sentiment: Analyst price target moves: JPMorgan trimmed its PT to $350 but kept an overweight rating; Wells Fargo trimmed its PT to $355 and set an equal-weight rating — both PTs still imply upside from current levels, so these are mixed signals. Benzinga – Analyst PTs
• Neutral Sentiment: Coverage and transcripts: Multiple outlets published the earnings call transcript, slide deck and valuation pieces — useful for investors digging into guidance, margin drivers and acquisition impact. Seeking Alpha – Earnings Call Transcript
• Negative Sentiment: Earnings miss: Q4 EPS was $6.74 vs. Street $8.09 consensus (and vs. $7.79 a year ago), a significant miss that likely drove near‑term selling pressure. Zacks – Q4 Earnings Miss
• Negative Sentiment: Revenue and unit trends mixed: Q4 revenue was essentially flat year‑over‑year (new vehicle sales declined while used and aftersales rose), and some headlines framed it as missing expectations — raising concerns about margin leverage and growth trajectory. MarketBeat – Q4 Results Summary

Lithia Motors Company Profile

Lithia Motors, Inc is an American automotive retailer headquartered in Medford, Oregon. Founded in 1946 as a small auto body and glass shop, the company has grown through organic expansion and strategic acquisitions to become one of the largest automotive retail networks in North America. Lithia operates dealerships across the United States and Canada, offering a broad portfolio of new and pre-owned vehicles from more than 40 different manufacturers.

The company’s core business activities include vehicle sales, financing, insurance, parts and service.