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

LCI Industries (NYSE:LCII) insider Jamie Schnur sold 10,000 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $144.66, for a total value of $1,446,600.00. Following the sale, the insider directly owned 19,420 shares in the company, valued at approximately $2,809,297.20. This trade represents a 33.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link.

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

• On Friday, February 20th, Jamie Schnur sold 10,000 shares of LCI Industries stock. The shares were sold at an average price of $147.65, for a total value of $1,476,500.00.

LCI Industries Trading Down 3.7%

LCII opened at $136.32 on Thursday. The stock has a market capitalization of $3.30 billion, a price-to-earnings ratio of 18.06 and a beta of 1.32. 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 twelve month low of $72.31 and a twelve month high of $159.66. The company has a 50-day simple moving average of $139.25 and a 200 day simple moving average of $115.65.

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

Analysts Set New Price Targets

A number of equities analysts have recently commented on LCII shares. Truist Financial set a $147.00 price target on LCI Industries in a report on Tuesday, January 20th. Robert W. Baird set a $150.00 target price on LCI Industries in a research report on Thursday, February 19th. Weiss Ratings reissued a “hold (c)” rating on shares of LCI Industries in a report on Thursday, January 22nd. Benchmark raised their price target on shares of LCI Industries from $130.00 to $175.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Finally, Loop Capital reaffirmed a “hold” rating and set a $149.00 price target on shares of LCI Industries in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $156.67.

Institutional Investors Weigh In On LCI Industries

Hedge funds have recently added to or reduced their stakes in the business. Teacher Retirement System of Texas raised its position in shares of LCI Industries by 25.0% in the 2nd quarter. Teacher Retirement System of Texas now owns 11,883 shares of the company’s stock worth $1,084,000 after acquiring an additional 2,380 shares in the last quarter. Timucuan Asset Management Inc. FL grew its stake in LCI Industries by 226.5% during the second 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. New York State Common Retirement Fund increased its holdings in LCI Industries by 563.9% in the third quarter. New York State Common Retirement Fund now owns 51,846 shares of the company’s stock worth $4,829,000 after purchasing an additional 44,037 shares in the last quarter. 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 valued at $29,399,000 after buying an additional 79,847 shares during the period. Finally, Campbell & CO Investment Adviser LLC boosted its holdings in shares of LCI Industries by 424.5% during the 3rd quarter. Campbell & CO Investment Adviser LLC now owns 47,423 shares of the company’s stock worth $4,417,000 after buying an additional 38,381 shares in the last quarter. 99.71% of the stock is currently owned by institutional investors and hedge funds.

Key LCI Industries News

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.

About LCI Industries

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.