Lennox International (NYSE:LII) Hits New 12-Month Low – Here’s Why

Lennox International, Inc. (NYSE:LII)’s stock price reached a new 52-week low during trading on Thursday . The company traded as low as $428.00 and last traded at $430.5320, with a volume of 1887198 shares traded. The stock had previously closed at $544.11.

More Lennox International News

Here are the key news stories impacting Lennox International this week:

• Positive Sentiment: Lennox reported second-quarter revenue of approximately $1.5 billion, up 3% year over year, while GAAP operating income increased 2% to $355 million. Adjusted diluted EPS of $7.72 modestly exceeded analyst estimates near $7.63–$7.67. Lennox Reports 2026 Second Quarter Results
• Positive Sentiment: Lennox’s Strategos rooftop units received a 2026 HVAC All-Star award, providing supportive recognition for the company’s commercial HVAC product innovation. Lennox Earns Two 2026 HVAC All-Star Awards
• Neutral Sentiment: Broader market weakness, including a sharp oil-price increase tied to renewed U.S.-Iran tensions and uncertainty ahead of the Federal Reserve’s policy decision, added to selling pressure across equities. Oil Spikes 7%, Nasdaq 100 Sinks Before Fed
• Negative Sentiment: Lennox lowered its fiscal 2026 EPS guidance to $23.00–$24.00 from $23.50–$25.00, below the roughly $24.43 analyst consensus. The updated outlook is the main reason investors reacted negatively to the earnings release. Lennox International Falls After Cutting 2026 EPS Outlook
• Negative Sentiment: The Home Comfort Solutions segment’s revenue fell 7%, reflecting weak residential construction and replacement demand. Its margin declined 130 basis points as lower volumes, distribution costs, inflation and factory under-absorption outweighed pricing benefits and tariff refunds.
• Negative Sentiment: Second-quarter EPS was down from $7.82 a year earlier despite higher revenue, reinforcing concerns that profitability is under pressure. Recent insider activity also showed sales but no purchases, a secondary negative signal for sentiment.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on LII. Royal Bank Of Canada lifted their price objective on Lennox International from $485.00 to $579.00 and gave the stock a “sector perform” rating in a report on Thursday, April 30th. William Blair reaffirmed an “outperform” rating on shares of Lennox International in a research report on Wednesday. Weiss Ratings raised shares of Lennox International from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, June 18th. BNP Paribas Exane started coverage on shares of Lennox International in a research report on Tuesday, April 14th. They set a “neutral” rating and a $535.00 target price for the company. Finally, Barclays decreased their price target on shares of Lennox International from $600.00 to $597.00 and set an “overweight” rating on the stock in a research report on Thursday, April 30th. Four analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $556.55.

Lennox International Price Performance

The company has a quick ratio of 0.64, a current ratio of 1.57 and a debt-to-equity ratio of 0.94. The stock has a market cap of $14.98 billion, a P/E ratio of 19.38, a P/E/G ratio of 2.07 and a beta of 1.16. The firm has a 50 day moving average price of $530.72 and a 200 day moving average price of $516.82.

Lennox International (NYSE:LII) last announced its quarterly earnings data on Wednesday, July 29th. The construction company reported $7.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.67 by $0.05. The company had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.56 billion. Lennox International had a return on equity of 73.27% and a net margin of 14.89%.The firm’s revenue was up 3.0% on a year-over-year basis. During the same period in the previous year, the company posted $7.82 EPS. Lennox International has set its FY 2026 guidance at 23.000-24.000 EPS. On average, analysts forecast that Lennox International, Inc. will post 24.45 EPS for the current fiscal year.

Lennox International Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were paid a $1.36 dividend. This represents a $5.44 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from Lennox International’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Tuesday, June 30th. Lennox International’s dividend payout ratio is currently 24.48%.

Insider Activity at Lennox International

In related news, CAO Chris Kosel sold 971 shares of Lennox International stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $544.80, for a total transaction of $529,000.80. Following the transaction, the chief accounting officer owned 1,090 shares in the company, valued at approximately $593,832. The trade was a 47.11% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 9.80% of the stock is owned by insiders.

Institutional Investors Weigh In On Lennox International

A number of institutional investors have recently bought and sold shares of the business. Bank of New York Mellon Corp lifted its position in shares of Lennox International by 10.2% in the fourth quarter. Bank of New York Mellon Corp now owns 203,539 shares of the construction company’s stock valued at $98,835,000 after acquiring an additional 18,901 shares in the last quarter. Ameriprise Financial Inc. raised its stake in Lennox International by 18.5% during the 3rd quarter. Ameriprise Financial Inc. now owns 85,096 shares of the construction company’s stock valued at $45,043,000 after purchasing an additional 13,281 shares during the period. BNP Paribas Financial Markets raised its stake in Lennox International by 3.5% during the 3rd quarter. BNP Paribas Financial Markets now owns 67,766 shares of the construction company’s stock valued at $35,873,000 after purchasing an additional 2,276 shares during the period. Sumitomo Mitsui Trust Group Inc. lifted its holdings in Lennox International by 0.7% in the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 62,868 shares of the construction company’s stock worth $29,179,000 after purchasing an additional 420 shares in the last quarter. Finally, SG Americas Securities LLC lifted its holdings in Lennox International by 78.0% in the 1st quarter. SG Americas Securities LLC now owns 56,797 shares of the construction company’s stock worth $26,361,000 after purchasing an additional 24,893 shares in the last quarter. Hedge funds and other institutional investors own 67.07% of the company’s stock.

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.