Lennox International (NYSE:LII) Now Covered by Analysts at BNP Paribas Exane

BNP Paribas Exane assumed coverage on shares of Lennox International (NYSE:LII) in a report issued on Tuesday, Marketbeat reports. The brokerage issued a neutral rating and a $535.00 target price on the construction company’s stock.

A number of other brokerages have also issued reports on LII. Wall Street Zen raised Lennox International from a “sell” rating to a “hold” rating in a research note on Saturday, March 7th. Oppenheimer increased their price target on Lennox International from $630.00 to $645.00 and gave the company an “outperform” rating in a research note on Thursday, March 5th. UBS Group initiated coverage on Lennox International in a research note on Monday, January 5th. They set a “neutral” rating and a $530.00 price target for the company. Wells Fargo & Company reduced their price objective on Lennox International from $560.00 to $480.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 1st. Finally, William Blair reissued an “outperform” rating on shares of Lennox International in a research note on Thursday, March 5th. Four equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $563.67.

Lennox International Stock Performance

Shares of NYSE LII opened at $520.53 on Tuesday. The stock has a fifty day moving average price of $510.42 and a two-hundred day moving average price of $506.26. The company has a debt-to-equity ratio of 0.98, a quick ratio of 0.63 and a current ratio of 1.60. The firm has a market cap of $18.12 billion, a P/E ratio of 23.41, a PEG ratio of 1.99 and a beta of 1.21. Lennox International has a 1 year low of $434.06 and a 1 year high of $689.44.

Lennox International (NYSE:LII) last issued its quarterly earnings results on Wednesday, January 28th. The construction company reported $4.45 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.76 by ($0.31). The firm had revenue of $1.20 billion for the quarter, compared to the consensus estimate of $1.27 billion. Lennox International had a net margin of 15.13% and a return on equity of 80.23%. The business’s revenue for the quarter was down 11.2% compared to the same quarter last year. During the same period in the previous year, the business posted $5.60 earnings per share. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS. Research analysts forecast that Lennox International will post 22.94 EPS for the current fiscal year.

Lennox International Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be paid a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $5.20 annualized dividend and a dividend yield of 1.0%. Lennox International’s dividend payout ratio (DPR) is currently 23.38%.

Insider Transactions at Lennox International

In other news, Director Todd J. Teske sold 700 shares of the firm’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $533.45, for a total transaction of $373,415.00. Following the completion of the sale, the director directly owned 6,881 shares of the company’s stock, valued at $3,670,669.45. This trade represents a 9.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Chris Kosel sold 254 shares of the stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $536.50, for a total value of $136,271.00. Following the completion of the sale, the chief accounting officer owned 1,090 shares of the company’s stock, valued at $584,785. The trade was a 18.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,054 shares of company stock valued at $563,687 in the last three months. 10.40% of the stock is currently owned by corporate insiders.

Institutional Trading of Lennox International

A number of hedge funds have recently modified their holdings of the business. Nicholas Company Inc. lifted its holdings in shares of Lennox International by 0.4% in the fourth quarter. Nicholas Company Inc. now owns 6,600 shares of the construction company’s stock valued at $3,205,000 after purchasing an additional 25 shares in the last quarter. Huntington National Bank lifted its holdings in shares of Lennox International by 51.8% in the fourth quarter. Huntington National Bank now owns 85 shares of the construction company’s stock valued at $41,000 after purchasing an additional 29 shares in the last quarter. Bessemer Group Inc. lifted its holdings in shares of Lennox International by 52.8% in the third quarter. Bessemer Group Inc. now owns 110 shares of the construction company’s stock valued at $59,000 after purchasing an additional 38 shares in the last quarter. Valeo Financial Advisors LLC lifted its holdings in shares of Lennox International by 10.3% in the fourth quarter. Valeo Financial Advisors LLC now owns 418 shares of the construction company’s stock valued at $203,000 after purchasing an additional 39 shares in the last quarter. Finally, Eukles Asset Management lifted its holdings in shares of Lennox International by 4.2% in the fourth quarter. Eukles Asset Management now owns 1,125 shares of the construction company’s stock valued at $546,000 after purchasing an additional 45 shares in the last quarter. Hedge funds and other institutional investors own 67.07% of the company’s stock.

More Lennox International News

Here are the key news stories impacting Lennox International this week:

• Positive Sentiment: Wolfe Research raised multi‑period earnings outlooks — Wolfe increased its FY2026 EPS to $23.98 (from $23.52) and lifted FY2027 to $26.17 (from $25.38), and also raised Q1 2026, Q1 2027 and Q4 2026 estimates. Those upward revisions to annual and key quarter forecasts point to stronger expected profitability and are likely driving investor optimism. Wolfe Research Analysts Increase Earnings Estimates for LII
• Neutral Sentiment: BNP Paribas Exane initiated coverage with a Neutral rating and $535 price target (about a low-single-digit upside vs. the current level). An initiation gives additional analyst attention but the Neutral stance and modest target imply limited near‑term directional pressure. Article Title
• Negative Sentiment: Wolfe also trimmed some quarter‑level forecasts — notably reducing Q2 2026 (to $7.20 from $7.43) and lowering Q2 2027 (to $7.68 from $7.93). These cuts signal potential near‑term volatility or softer seasonal demand in those quarters, which could temper investor enthusiasm. Wolfe Research Analysts Increase Earnings Estimates for LII

Lennox International Company Profile

Lennox International Inc is a global manufacturer of climate control products and services, principally serving residential and commercial heating, ventilation and air conditioning (HVAC) markets. The company designs, engineers and produces a range of products including furnaces, air conditioners, heat pumps, air handlers, packaged rooftop units and related controls and indoor air quality equipment. Lennox also supplies aftermarket parts and accessories and supports its product lines with technical service, training and warranty programs for dealer and distribution partners.

Originally founded in 1895 by Dave Lennox, the company has grown from its early roots into a multinational business with operations concentrated in North America and a presence in other international markets.