Jason Lippert Sells 30,000 Shares of LCI Industries (NYSE:LCII) Stock

LCI Industries (NYSE:LCII) CEO Jason Lippert sold 30,000 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $145.03, for a total transaction of $4,350,900.00. Following the completion of the transaction, the chief executive officer directly owned 344,973 shares in the company, valued at $50,031,434.19. This trade represents a 8.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link.

Jason Lippert also recently made the following trade(s):

• On Tuesday, February 24th, Jason Lippert sold 10,000 shares of LCI Industries stock. The shares were sold at an average price of $142.76, for a total transaction of $1,427,600.00.
• On Friday, February 20th, Jason Lippert sold 10,000 shares of LCI Industries stock. The stock was sold at an average price of $148.01, for a total transaction of $1,480,100.00.

LCI Industries Stock Down 3.7%

LCII opened at $136.32 on Thursday. The company has a market capitalization of $3.30 billion, a PE ratio of 18.06 and a beta of 1.32. The firm has a 50-day simple moving average of $139.25 and a two-hundred day simple moving average of $115.65. 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 52 week low of $72.31 and a 52 week high of $159.66.

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

Analyst Ratings Changes

A number of equities research analysts recently issued reports on LCII shares. Benchmark upped 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. BMO Capital Markets restated a “market perform” rating and set a $155.00 target price on shares of LCI Industries in a research report on Wednesday, February 18th. Zacks Research upgraded LCI Industries from a “hold” rating to a “strong-buy” rating in a research report on Friday, February 20th. Wall Street Zen raised LCI Industries from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 14th. Finally, Robert W. Baird set a $150.00 price objective on LCI Industries in a research note on Thursday, February 19th. One research 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 stock. Based on data from MarketBeat, LCI Industries has an average rating of “Hold” and an average price target of $156.67.

Hedge Funds Weigh In On LCI Industries

Several hedge funds have recently bought and sold shares of the business. Huntington National Bank lifted its position in shares of LCI Industries by 79.8% during the fourth quarter. Huntington National Bank now owns 205 shares of the company’s stock worth $25,000 after purchasing an additional 91 shares during the last quarter. Salomon & Ludwin LLC lifted its holdings in LCI Industries by 1,818.2% during the 4th quarter. Salomon & Ludwin LLC now owns 211 shares of the company’s stock valued at $26,000 after buying an additional 200 shares in the last quarter. Global Retirement Partners LLC bought a new stake in LCI Industries during the 4th quarter valued at about $30,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. purchased a new stake in LCI Industries in the 2nd quarter valued at about $26,000. Finally, Clearstead Advisors LLC grew its stake in LCI Industries by 36.8% in the 4th quarter. Clearstead Advisors LLC now owns 517 shares of the company’s stock worth $63,000 after acquiring an additional 139 shares in the last quarter. Institutional investors own 99.71% of the company’s stock.

Key Headlines 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.

LCI Industries Company Profile

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.