Ryan Richard Smith Sells 20,000 Shares of LCI Industries (NYSE:LCII) Stock

LCI Industries (NYSE:LCII) insider Ryan Richard Smith sold 20,000 shares of the business’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $147.81, for a total transaction of $2,956,200.00. Following the transaction, the insider owned 10,092 shares in the company, valued at approximately $1,491,698.52. The trade was a 66.46% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

LCI Industries Stock Down 3.7%

LCII stock opened at $136.32 on Thursday. LCI Industries has a twelve month low of $72.31 and a twelve month high of $159.66. The company has a quick ratio of 1.14, a current ratio of 2.85 and a debt-to-equity ratio of 0.69. 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 simple moving average is $139.25 and its 200 day simple moving average is $115.65.

LCI Industries (NYSE:LCII) last posted its quarterly 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 return on equity of 13.55% and a net margin of 4.57%.The firm had revenue of $932.70 million during the quarter, compared to analysts’ expectations of $913.04 million. During the same quarter in the prior year, the firm posted $0.37 EPS. LCI Industries has set its FY 2026 guidance at 8.250-9.25 EPS. On average, research analysts anticipate that LCI Industries will post 6.76 earnings per share for the current year.

Key Stories 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.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the stock. Robert W. Baird set a $150.00 price target on shares of LCI Industries in a report on Thursday, February 19th. Roth Mkm reissued a “neutral” rating and issued a $164.00 target price on shares of LCI Industries in a research note on Thursday, February 19th. Wall Street Zen raised shares of LCI Industries from a “buy” rating to a “strong-buy” rating in a research report on Saturday, February 14th. Truist Financial set a $147.00 price objective on LCI Industries in a report on Tuesday, January 20th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of LCI Industries in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, LCI Industries presently has an average rating of “Hold” and a consensus target price of $156.67.

Hedge Funds Weigh In On LCI Industries

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. M&T Bank Corp increased its holdings in shares of LCI Industries by 8,419.2% during the fourth quarter. M&T Bank Corp now owns 739,129 shares of the company’s stock worth $89,686,000 after buying an additional 730,453 shares in the last quarter. Fort Washington Investment Advisors Inc. OH bought a new stake in LCI Industries during the 4th quarter worth approximately $27,142,000. Bank of Montreal Can increased its holdings in LCI Industries by 70.4% during the 2nd quarter. Bank of Montreal Can now owns 435,844 shares of the company’s stock valued at $39,745,000 after purchasing an additional 180,060 shares in the last quarter. Bridgeway Capital Management LLC acquired a new stake in LCI Industries during the 2nd quarter valued at $15,633,000. Finally, Frontier Capital Management Co. LLC raised 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 purchasing an additional 161,472 shares during the last quarter. 99.71% of the stock is currently owned by institutional investors and hedge funds.

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.