Wolfe Research Issues Optimistic Forecast for LII Earnings

Lennox International, Inc. (NYSE:LII) – Research analysts at Wolfe Research lifted their Q1 2026 EPS estimates for Lennox International in a research report issued to clients and investors on Tuesday, April 7th. Wolfe Research analyst N. Coe now forecasts that the construction company will post earnings per share of $3.33 for the quarter, up from their previous estimate of $3.01. The consensus estimate for Lennox International’s current full-year earnings is $22.94 per share. Wolfe Research also issued estimates for Lennox International’s Q2 2026 earnings at $7.20 EPS, Q4 2026 earnings at $5.71 EPS, FY2026 earnings at $23.98 EPS, Q1 2027 earnings at $3.86 EPS, Q2 2027 earnings at $7.68 EPS and FY2027 earnings at $26.17 EPS.

LII has been the topic of several other reports. UBS Group initiated coverage on shares of Lennox International in a research report on Monday, January 5th. They issued a “neutral” rating and a $530.00 price objective on the stock. Barclays cut their price objective on shares of Lennox International from $667.00 to $600.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 1st. BNP Paribas Exane initiated coverage on shares of Lennox International in a research report on Tuesday. They issued a “neutral” rating and a $535.00 price objective on the stock. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Lennox International in a research report on Thursday, January 22nd. Finally, Morgan Stanley cut their price objective on shares of Lennox International from $475.00 to $450.00 and set an “underweight” rating on the stock in a research report on Monday, February 2nd. Four investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $563.67.

Lennox International Trading Up 0.5%

LII opened at $520.53 on Tuesday. The firm’s fifty day moving average is $510.42 and its two-hundred day moving average is $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 PE ratio of 23.41, a price-to-earnings-growth ratio of 1.99 and a beta of 1.21. Lennox International has a twelve month low of $434.06 and a twelve month high of $689.44.

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

Institutional Investors Weigh In On Lennox International

Several hedge funds and other institutional investors have recently added to or reduced their stakes in LII. California State Teachers Retirement System increased its stake in Lennox International by 6.1% in the 2nd quarter. California State Teachers Retirement System now owns 48,533 shares of the construction company’s stock valued at $27,821,000 after buying an additional 2,785 shares during the last quarter. Ameriprise Financial Inc. grew its position in shares of Lennox International by 296.0% in the 2nd quarter. Ameriprise Financial Inc. now owns 71,815 shares of the construction company’s stock valued at $41,168,000 after acquiring an additional 53,679 shares during the period. Lazard Asset Management LLC grew its position in shares of Lennox International by 111.1% in the 2nd quarter. Lazard Asset Management LLC now owns 18,659 shares of the construction company’s stock valued at $10,696,000 after acquiring an additional 9,818 shares during the period. State of Tennessee Department of Treasury grew its position in shares of Lennox International by 75.2% in the 2nd quarter. State of Tennessee Department of Treasury now owns 7,082 shares of the construction company’s stock valued at $4,060,000 after acquiring an additional 3,039 shares during the period. Finally, MUFG Securities EMEA plc bought a new position in shares of Lennox International in the 2nd quarter valued at about $54,000. 67.07% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Lennox International

In other Lennox International news, CAO Chris Kosel sold 254 shares of Lennox International 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 sale, the chief accounting officer directly owned 1,090 shares in the company, valued at approximately $584,785. The trade was a 18.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Shane D. Wall sold 100 shares of Lennox International stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $540.01, for a total transaction of $54,001.00. Following the completion of the sale, the director owned 2,205 shares in the company, valued at $1,190,722.05. The trade was a 4.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,054 shares of company stock worth $563,687. Insiders own 10.40% of the company’s stock.

Lennox International Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be paid a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 1.0%. The ex-dividend date is Tuesday, March 31st. Lennox International’s payout ratio is presently 23.38%.

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

About Lennox International

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.