Jamie Schnur Sells 10,000 Shares of LCI Industries (NYSE:LCII) Stock

LCI Industries (NYSE:LCII) insider Jamie Schnur sold 10,000 shares of LCI Industries stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $147.65, for a total value of $1,476,500.00. Following the completion of the transaction, the insider owned 29,420 shares of the company’s stock, valued at $4,343,863. This trade represents a 25.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.

Jamie Schnur also recently made the following trade(s):

• On Monday, February 23rd, Jamie Schnur sold 10,000 shares of LCI Industries stock. The shares were sold at an average price of $144.66, for a total value of $1,446,600.00.

LCI Industries Trading Down 3.7%

NYSE:LCII opened at $136.32 on Thursday. The company has a market cap of $3.30 billion, a PE ratio of 18.06 and a beta of 1.32. The business’s 50 day moving average is $139.25 and its two-hundred day moving average is $115.65. The company has a quick ratio of 1.14, a current ratio of 2.85 and a debt-to-equity ratio of 0.69. LCI Industries has a 52 week low of $72.31 and a 52 week high of $159.66.

LCI Industries (NYSE:LCII) last issued its quarterly earnings results on Wednesday, February 18th. The company reported $0.89 earnings per share for the quarter, beating analysts’ consensus estimates of $0.69 by $0.20. The business had revenue of $932.70 million during the quarter, compared to the consensus estimate of $913.04 million. LCI Industries had a return on equity of 13.55% and a net margin of 4.57%.During the same period in the previous year, the business earned $0.37 EPS. LCI Industries has set its FY 2026 guidance at 8.250-9.25 EPS. On average, analysts predict that LCI Industries will post 6.76 EPS for the current year.

Key Headlines Impacting LCI Industries

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

• Positive Sentiment: LCI reported a modest beat for its most recent quarter and set FY2026 EPS guidance of $8.25–$9.25, providing fundamental support for the stock’s valuation. Read More.
• Positive Sentiment: Zacks named LCII among three auto/OEM names seeing upward earnings-estimate revisions, which can help multiple expansion and investor confidence. Read More.
• Positive Sentiment: Management will participate in upcoming investor conferences — increased visibility and direct access to management can help validate guidance and attract new buyers. Read More.
• Positive Sentiment: Several broker notes and price-target raises (Benchmark, Roth MKM, BMO, Wall Street Zen/Zacks actions) show analyst interest and a range of upbeat/neutral views that could support the stock if fundamentals continue to improve. Read More.
• Neutral Sentiment: Institutional ownership remains very high (~99.7%), and recent small position changes by some funds are unlikely to materially change the shareholder base in the near term. Read More.
• Negative Sentiment: Significant clustered insider selling this week: CEO Jason Lippert sold multiple blocks (10k on Feb 24, 30k on Feb 23, 10k on Feb 20 — roughly ~50k shares) and other insiders (Jamie Schnur, Ryan R. Smith) sold additional shares — collectively ~90k shares. Large, concentrated insider sales have weighed on sentiment and are the primary driver of today’s price weakness. See CEO Form 4 and related filings. Read More. Read More. Read More.
• Negative Sentiment: Coverage notes and media (TipRanks, MarketBeat summaries) highlight a wave of insider cash-outs — the narrative alone can prompt short-term selling even when operational metrics look stable. Read More.

Analysts Set New Price Targets

LCII has been the topic of a number of recent research reports. Roth Mkm restated a “neutral” rating and issued a $164.00 price target on shares of LCI Industries in a research report on Thursday, February 19th. Zacks Research upgraded shares of LCI Industries from a “hold” rating to a “strong-buy” rating in a research note on Friday, February 20th. Benchmark raised their target price on shares of LCI Industries from $130.00 to $175.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Robert W. Baird set a $150.00 target price on LCI Industries in a research note on Thursday, February 19th. Finally, Loop Capital reaffirmed a “hold” rating and set a $149.00 target price on shares of LCI Industries in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $156.67.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. M&T Bank Corp increased its stake in shares of LCI Industries by 8,419.2% in the fourth quarter. M&T Bank Corp now owns 739,129 shares of the company’s stock valued at $89,686,000 after purchasing an additional 730,453 shares during the period. Fort Washington Investment Advisors Inc. OH acquired a new position in shares of LCI Industries during the fourth quarter worth approximately $27,142,000. Bank of Montreal Can grew its holdings in LCI Industries by 70.4% in the 2nd quarter. Bank of Montreal Can now owns 435,844 shares of the company’s stock worth $39,745,000 after buying an additional 180,060 shares in the last quarter. Bridgeway Capital Management LLC acquired a new stake in LCI Industries in the 2nd quarter valued at approximately $15,633,000. Finally, Frontier Capital Management Co. LLC increased its position in LCI Industries by 47.0% in the 2nd quarter. Frontier Capital Management Co. LLC now owns 504,761 shares of the company’s stock valued at $46,029,000 after acquiring an additional 161,472 shares during the period. 99.71% of the stock is owned by institutional investors and hedge funds.

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.