Jason Lippert Sells 10,000 Shares of LCI Industries (NYSE:LCII) Stock

LCI Industries (NYSE:LCII) CEO Jason Lippert sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $148.01, for a total value of $1,480,100.00. Following the transaction, the chief executive officer owned 374,973 shares in the company, valued at $55,499,753.73. The trade was a 2.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through 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 value of $1,427,600.00.
• On Monday, February 23rd, Jason Lippert sold 30,000 shares of LCI Industries stock. The shares were sold at an average price of $145.03, for a total value of $4,350,900.00.

LCI Industries Trading Down 3.7%

Shares of LCII stock opened at $136.32 on Thursday. The business’s fifty day moving average price is $139.25 and its 200 day moving average price is $115.65. The firm has a market capitalization of $3.30 billion, a PE ratio of 18.06 and a beta of 1.32. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.85 and a quick ratio of 1.14. LCI Industries has a 1-year low of $72.31 and a 1-year high of $159.66.

LCI Industries (NYSE:LCII) last released its earnings results on Wednesday, February 18th. The company reported $0.89 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.20. The company had revenue of $932.70 million during 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 quarter last year, the company earned $0.37 earnings per share. LCI Industries has set its FY 2026 guidance at 8.250-9.25 EPS. As a group, sell-side analysts forecast that LCI Industries will post 6.76 EPS for the current fiscal year.

Trending Headlines about 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.

Analysts Set New Price Targets

Several brokerages have weighed in on LCII. Robert W. Baird set a $150.00 target price on shares of LCI Industries in a research report on Thursday, February 19th. Roth Mkm reissued a “neutral” rating and set a $164.00 price target on shares of LCI Industries in a research note on Thursday, February 19th. Weiss Ratings restated a “hold (c)” rating on shares of LCI Industries in a report on Thursday, January 22nd. Benchmark raised their price objective on LCI Industries from $130.00 to $175.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Finally, Loop Capital reiterated a “hold” rating and set a $149.00 target price on shares of LCI Industries in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $156.67.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of LCII. Dimensional Fund Advisors LP lifted its stake in LCI Industries by 0.9% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,391,159 shares of the company’s stock valued at $168,806,000 after buying an additional 11,726 shares in the last quarter. American Century Companies Inc. increased its position in LCI Industries by 7.4% during the third quarter. American Century Companies Inc. now owns 870,454 shares of the company’s stock worth $81,083,000 after buying an additional 59,734 shares in the last quarter. M&T Bank Corp raised its holdings in shares of LCI Industries by 8,419.2% in the fourth quarter. M&T Bank Corp now owns 739,129 shares of the company’s stock worth $89,686,000 after acquiring an additional 730,453 shares during the last quarter. Royce & Associates LP raised its holdings in shares of LCI Industries by 8.6% in the third quarter. Royce & Associates LP now owns 672,004 shares of the company’s stock worth $62,597,000 after acquiring an additional 53,405 shares during the last quarter. Finally, Geode Capital Management LLC lifted its position in shares of LCI Industries by 1.5% in the second quarter. Geode Capital Management LLC now owns 589,603 shares of the company’s stock valued at $53,772,000 after acquiring an additional 8,942 shares in the last quarter. 99.71% of the stock is owned by hedge funds and other institutional investors.

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.