Goodman Financial Corp Buys 31,857 Shares of LKQ Corporation $LKQ

Goodman Financial Corp increased its stake in shares of LKQ Corporation (NASDAQ:LKQ) by 9.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 355,108 shares of the auto parts company’s stock after acquiring an additional 31,857 shares during the quarter. LKQ comprises about 2.1% of Goodman Financial Corp’s portfolio, making the stock its 28th largest holding. Goodman Financial Corp owned approximately 0.14% of LKQ worth $10,845,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently bought and sold shares of LKQ. Rossby Financial LCC boosted its holdings in shares of LKQ by 159.4% during the 3rd quarter. Rossby Financial LCC now owns 882 shares of the auto parts company’s stock valued at $27,000 after purchasing an additional 542 shares during the last quarter. Heartwood Wealth Advisors LLC bought a new position in LKQ during the third quarter valued at approximately $31,000. Rothschild Investment LLC grew its holdings in LKQ by 830.7% during the 3rd quarter. Rothschild Investment LLC now owns 1,424 shares of the auto parts company’s stock valued at $43,000 after buying an additional 1,271 shares in the last quarter. Quent Capital LLC bought a new stake in LKQ in the 3rd quarter worth approximately $75,000. Finally, Motley Fool Asset Management LLC raised its holdings in shares of LKQ by 9.2% during the 2nd quarter. Motley Fool Asset Management LLC now owns 7,200 shares of the auto parts company’s stock worth $266,000 after acquiring an additional 606 shares in the last quarter. 95.63% of the stock is currently owned by institutional investors.

LKQ Stock Up 1.7%

Shares of NASDAQ LKQ opened at $34.10 on Monday. LKQ Corporation has a 1 year low of $28.13 and a 1 year high of $44.82. The firm has a 50-day simple moving average of $32.44 and a two-hundred day simple moving average of $31.26. The company has a market cap of $8.70 billion, a P/E ratio of 14.45 and a beta of 0.91. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.67 and a quick ratio of 0.58.

LKQ (NASDAQ:LKQ) last issued its quarterly earnings results on Thursday, February 19th. The auto parts company reported $0.59 earnings per share for the quarter, missing the consensus estimate of $0.65 by ($0.06). LKQ had a return on equity of 12.29% and a net margin of 4.36%.The business had revenue of $3.31 billion during the quarter, compared to analysts’ expectations of $3.24 billion. During the same quarter in the previous year, the company posted $0.80 earnings per share. The company’s quarterly revenue was up 2.7% compared to the same quarter last year. LKQ has set its FY 2026 guidance at 2.900-3.200 EPS. Research analysts anticipate that LKQ Corporation will post 3.57 earnings per share for the current year.

LKQ Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th will be paid a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend is Thursday, March 12th. LKQ’s payout ratio is currently 50.85%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the stock. Stephens started coverage on shares of LKQ in a research report on Tuesday, December 9th. They issued an “overweight” rating and a $39.00 price target on the stock. Wall Street Zen downgraded shares of LKQ from a “buy” rating to a “hold” rating in a report on Sunday. Barclays set a $34.00 price target on shares of LKQ in a report on Friday. Roth Mkm reiterated a “buy” rating and issued a $43.00 price target (down previously from $46.00) on shares of LKQ in a research report on Monday, November 3rd. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of LKQ in a research report on Monday, December 29th. Four investment analysts have rated the stock with a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $43.60.

Key LKQ News

Here are the key news stories impacting LKQ this week:

• Positive Sentiment: Revenue beat and top‑line stability — Q4 sales of about $3.31B topped Street estimates and were up modestly year‑over‑year, signaling resilient demand in parts of the business. LKQ Corporation Q4 2025 Earnings Call Summary
• Positive Sentiment: Strong cash flow and shareholder returns — LKQ reported ~$1.1B operating cash flow and ~$847M free cash flow for the year and returned $116M to shareholders in Q4 via $40M buys and $76M dividends; management also declared a $0.30 quarterly dividend (3.6% yield), which supports income‑oriented investors. LKQ Corporation Announces Results for Fourth Quarter and Full Year 2025
• Neutral Sentiment: Strategic review announced — the board launched a comprehensive review of strategic alternatives and portfolio streamlining; this can unlock value but creates near‑term uncertainty about structure and potential one‑time costs. LKQ Q4 deep dive: Earnings resilient despite margin pressure, strategic review launched
• Negative Sentiment: EPS missed expectations — Q4 adjusted EPS was $0.59 vs. consensus ~ $0.65, and quarterly profit declined year‑over‑year, which pressured near‑term stock sentiment. LKQ Q4 Earnings Miss Expectations, Revenues Decline Y/Y
• Negative Sentiment: Below‑consensus 2026 guidance and margin pressure — management set FY‑2026 adjusted EPS of $2.90–$3.20, below the Street consensus cited by management, and warned of margin headwinds and restructuring costs that weigh on near‑term profitability. LKQ outlines $2.90–$3.20 adjusted EPS target and strategic review amid portfolio streamlining

About LKQ

LKQ Corporation is a leading provider of alternative and specialty parts to repair and accessorize automobiles and other vehicles. The company supplies a broad range of replacement components, including recycled original equipment manufacturer (OEM) parts, aftermarket parts, refurbished and remanufactured items. Its products support collision repair, mechanical repair and performance enhancement needs across passenger cars, heavy trucks and recreational vehicles.

Through a combination of in-house operations and strategic acquisitions, LKQ has developed a comprehensive product portfolio that extends beyond core replacement parts.