Wolfe Research Issues Optimistic Estimate for LII Earnings

Lennox International, Inc. (NYSE:LII) – Investment analysts at Wolfe Research increased their Q3 2026 earnings per share (EPS) estimates for Lennox International in a research note issued on Tuesday, April 7th. Wolfe Research analyst N. Coe now expects that the construction company will post earnings of $7.73 per share for the quarter, up from their previous forecast of $7.60. 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 Q3 2027 earnings at $8.29 EPS, Q4 2027 earnings at $6.36 EPS, FY2028 earnings at $29.05 EPS, FY2029 earnings at $31.97 EPS and FY2030 earnings at $35.17 EPS.

LII has been the topic of several other research reports. Morgan Stanley cut their price target on Lennox International from $475.00 to $450.00 and set an “underweight” rating on the stock in a research report on Monday, February 2nd. William Blair reaffirmed an “outperform” rating on shares of Lennox International in a research report on Thursday, March 5th. UBS Group initiated coverage on Lennox International in a research report on Monday, January 5th. They set a “neutral” rating and a $530.00 price target on the stock. Oppenheimer lifted their price target on Lennox International from $630.00 to $645.00 and gave the stock an “outperform” rating in a research report on Thursday, March 5th. Finally, Wall Street Zen raised Lennox International from a “sell” rating to a “hold” rating in a research report on Saturday, March 7th. Four equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $566.27.

Lennox International Trading Up 2.4%

LII opened at $517.69 on Monday. The firm has a market cap of $18.02 billion, a price-to-earnings ratio of 23.28, a price-to-earnings-growth ratio of 1.94 and a beta of 1.21. Lennox International has a 52 week low of $434.06 and a 52 week high of $689.44. The business’s 50 day moving average is $510.18 and its two-hundred day moving average is $506.27. The company has a quick ratio of 0.63, a current ratio of 1.60 and a debt-to-equity ratio of 0.98.

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 business had revenue of $1.20 billion for the quarter, compared to analysts’ expectations of $1.27 billion. Lennox International had a return on equity of 80.23% and a net margin of 15.13%.Lennox International’s revenue for the quarter was down 11.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.60 EPS. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Root Financial Partners LLC acquired a new position in shares of Lennox International in the third quarter valued at approximately $28,000. Huntington National Bank increased 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 during the period. Covestor Ltd grew its holdings in Lennox International by 217.2% during the third quarter. Covestor Ltd now owns 92 shares of the construction company’s stock worth $48,000 after acquiring an additional 63 shares during the period. MUFG Securities EMEA plc acquired a new position in Lennox International during the second quarter worth $54,000. Finally, Bessemer Group Inc. grew its holdings in Lennox International by 52.8% during the third quarter. Bessemer Group Inc. now owns 110 shares of the construction company’s stock worth $59,000 after acquiring an additional 38 shares during the period. Institutional investors and hedge funds own 67.07% of the company’s stock.

Insider Activity

In other news, CAO Chris Kosel sold 254 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $536.50, for a total value of $136,271.00. Following the transaction, the chief accounting officer owned 1,090 shares of the company’s stock, valued at approximately $584,785. The trade was a 18.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Shane D. Wall sold 100 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $540.01, for a total value of $54,001.00. Following the completion of the transaction, the director directly owned 2,205 shares in the company, valued at approximately $1,190,722.05. The trade was a 4.34% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 1,054 shares of company stock valued at $563,687. Company insiders own 9.73% of the company’s stock.

Lennox International Dividend Announcement

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

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.