LCI Industries (NYSE:LCII) Receives Average Recommendation of “Hold” from Brokerages

Shares of LCI Industries (NYSE:LCII) have received a consensus recommendation of “Hold” from the seven research firms that are presently covering the firm, MarketBeat Ratings reports. Seven analysts have rated the stock with a hold recommendation. The average 1 year target price among analysts that have issued a report on the stock in the last year is $134.20.

Several research analysts have recently weighed in on LCII shares. Roth Mkm increased their price target on LCI Industries from $100.00 to $110.00 and gave the stock a “neutral” rating in a research note on Monday, November 3rd. Truist Financial set a $147.00 price objective on shares of LCI Industries in a report on Tuesday, January 20th. Wall Street Zen upgraded shares of LCI Industries from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 14th. Zacks Research cut shares of LCI Industries from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 2nd. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of LCI Industries in a research note on Thursday, January 22nd.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Teacher Retirement System of Texas grew its position in LCI Industries by 25.0% during the second quarter. Teacher Retirement System of Texas now owns 11,883 shares of the company’s stock valued at $1,084,000 after acquiring an additional 2,380 shares during the last quarter. New York State Common Retirement Fund lifted its holdings in shares of LCI Industries by 563.9% in the 3rd quarter. New York State Common Retirement Fund now owns 51,846 shares of the company’s stock worth $4,829,000 after acquiring an additional 44,037 shares during the last quarter. Nordea Investment Management AB grew its holdings in shares of LCI Industries by 2.0% during the 2nd quarter. Nordea Investment Management AB now owns 22,807 shares of the company’s stock valued at $2,083,000 after purchasing an additional 438 shares during the last quarter. Timucuan Asset Management Inc. FL raised its position in LCI Industries by 226.5% in the 2nd quarter. Timucuan Asset Management Inc. FL now owns 35,318 shares of the company’s stock worth $3,221,000 after purchasing an additional 24,500 shares during the period. Finally, Boston Partners lifted its stake in LCI Industries by 33.2% in the second quarter. Boston Partners now owns 320,186 shares of the company’s stock worth $29,399,000 after purchasing an additional 79,847 shares during the last quarter. Institutional investors own 99.71% of the company’s stock.

LCI Industries Stock Down 0.2%

LCII opened at $153.86 on Thursday. LCI Industries has a twelve month low of $72.31 and a twelve month high of $159.66. The company’s 50-day moving average price is $137.14 and its two-hundred day moving average price is $114.00. The stock has a market cap of $3.72 billion, a price-to-earnings ratio of 21.52 and a beta of 1.32. The company has a quick ratio of 1.28, a current ratio of 2.78 and a debt-to-equity ratio of 0.69.

LCI Industries (NYSE:LCII) last posted its quarterly earnings results on Wednesday, February 18th. The company reported $0.89 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.20. LCI Industries had a net margin of 4.49% and a return on equity of 12.60%. The company had revenue of $909.25 million for the quarter, compared to analysts’ expectations of $913.04 million. During the same quarter in the previous year, the firm posted $0.37 EPS. LCI Industries has set its FY 2026 guidance at 8.250-9.25 EPS. As a group, equities analysts expect that LCI Industries will post 6.76 earnings per share for the current year.

Key Headlines Impacting LCI Industries

Here are the key news stories impacting LCI Industries this week:

• Positive Sentiment: Q4 EPS materially beat expectations — $0.89 vs. $0.69 consensus and up from $0.37 a year ago, signaling stronger profitability and operational leverage. Zacks: Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Company raised FY‑2026 EPS guidance to $8.25–$9.25, above the prior Street estimate (~$7.96), which supports a constructive longer‑term earnings outlook. Yahoo Finance: Q4 2025 Earnings Transcript
• Neutral Sentiment: Revenue guidance set to $4.2B–$4.3B — the top of the range is in-line with consensus but the lower bound is slightly below, leaving revenue growth visibility mixed. WTOP: Q4 Earnings Snapshot
• Neutral Sentiment: Q4 revenue was $909.25M vs. $913.04M consensus — a modest miss while EPS still outperformed, indicating margin/expense dynamics drove the beat. Zacks: Compared to Estimates — Key Metrics
• Negative Sentiment: Market reaction is slightly negative today — shares are trading down on the mixed print and guidance ambiguity, with volume above average as some investors may be taking profits after a strong run toward the one‑year high. MarketBeat: LCII Stock Page

LCI Industries Company Profile

LCI Industries is a publicly traded manufacturer specializing in engineered components and systems for the recreation vehicle (RV), marine and housing industries. The company develops and supplies a diverse range of products designed to enhance comfort, convenience and functionality in mobile and leisure applications. LCI Industries serves original equipment manufacturers (OEMs) and aftermarket customers throughout North America.

The company’s core offerings include power conversion and control systems, slideout mechanisms, entry and docking products, seating and furniture solutions, as well as window and door assemblies.