The Goldman Sachs Group Cuts Lennox International (NYSE:LII) Price Target to $547.00

Lennox International (NYSE:LII) had its target price dropped by equities researchers at The Goldman Sachs Group from $625.00 to $547.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the construction company’s stock. The Goldman Sachs Group’s target price indicates a potential upside of 29.29% from the company’s previous close.

Several other research firms have also weighed in on LII. Barclays reduced their target price on shares of Lennox International from $600.00 to $597.00 and set an “overweight” rating on the stock in a report on Thursday, April 30th. Vertical Research upgraded Lennox International from a “hold” rating to a “buy” rating and set a $600.00 price target for the company in a report on Thursday, April 30th. Wells Fargo & Company raised their price objective on Lennox International from $480.00 to $555.00 and gave the company an “equal weight” rating in a research report on Thursday, April 30th. Weiss Ratings raised Lennox International from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, June 18th. Finally, Royal Bank Of Canada lowered their target price on Lennox International from $579.00 to $469.00 and set a “sector perform” rating for the company in a research note on Thursday. Five research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $546.58.

Lennox International Trading Up 1.3%

NYSE LII traded up $5.62 during mid-day trading on Friday, hitting $423.07. The company’s stock had a trading volume of 323,054 shares, compared to its average volume of 471,458. Lennox International has a 52-week low of $411.40 and a 52-week high of $621.90. The stock’s fifty day simple moving average is $529.48 and its two-hundred day simple moving average is $516.03. The company has a debt-to-equity ratio of 0.89, a current ratio of 1.57 and a quick ratio of 0.64. The firm has a market capitalization of $14.72 billion, a P/E ratio of 19.15, a price-to-earnings-growth ratio of 1.68 and a beta of 1.16.

Lennox International (NYSE:LII) last announced its quarterly earnings results on Wednesday, July 29th. The construction company reported $7.72 earnings per share for the quarter, beating analysts’ consensus estimates of $7.67 by $0.05. Lennox International had a net margin of 14.61% and a return on equity of 66.42%. The firm had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.56 billion. During the same period in the previous year, the company posted $7.82 earnings per share. Lennox International’s revenue was up 3.0% compared to the same quarter last year. Lennox International has set its FY 2026 guidance at 23.000-24.000 EPS. Research analysts expect that Lennox International will post 23.89 EPS for the current year.

Insider Buying and Selling

In related news, CAO Chris Kosel sold 971 shares of the business’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $544.80, for a total value of $529,000.80. Following the completion of the sale, the chief accounting officer directly owned 1,090 shares of the company’s stock, valued at $593,832. The trade was a 47.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 9.80% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of LII. California State Teachers Retirement System increased its holdings in shares of Lennox International by 6.1% in the 2nd quarter. California State Teachers Retirement System now owns 48,533 shares of the construction company’s stock valued at $27,821,000 after acquiring an additional 2,785 shares during the last quarter. Ameriprise Financial Inc. raised its position in shares of Lennox International by 296.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 71,815 shares of the construction company’s stock valued at $41,168,000 after acquiring an additional 53,679 shares in the last quarter. Lazard Asset Management LLC lifted its stake in Lennox International by 111.1% during the second quarter. Lazard Asset Management LLC now owns 18,659 shares of the construction company’s stock worth $10,696,000 after purchasing an additional 9,818 shares during the last quarter. State of Tennessee Department of Treasury lifted its stake in Lennox International by 75.2% during the second quarter. State of Tennessee Department of Treasury now owns 7,082 shares of the construction company’s stock worth $4,060,000 after purchasing an additional 3,039 shares during the last quarter. Finally, MUFG Securities EMEA plc acquired a new position in Lennox International in the second quarter worth $54,000. Institutional investors own 67.07% of the company’s stock.

Key Lennox International News

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

• Positive Sentiment: Lennox reported adjusted second-quarter EPS of $7.72, slightly above the $7.67 analyst consensus. Commercial HVAC performance was a relative bright spot, and management cited continued demand in commercial and data-center-related applications. Lennox International Inc. Q2 2026 Earnings Call Summary
• Neutral Sentiment: Royal Bank of Canada cut its price target for Lennox from $579 to $469 and shifted to a “sector perform” rating. Although the new target implies potential upside from recent trading levels, the downgrade reflects reduced confidence in near-term earnings momentum. Benzinga
• Negative Sentiment: Second-quarter revenue of $1.55 billion fell short of the $1.56 billion estimate, while year-over-year EPS declined from $7.82. Residential weakness, softer replacement demand and pressure on margins overshadowed commercial gains. LII Q2 Deep Dive
• Negative Sentiment: Management reduced full-year 2026 EPS guidance to $23.00–$24.00, reinforcing investor concerns that demand and profitability may remain challenged. Analysts had been forecasting approximately $23.89 per share, leaving limited room for further operational disappointments. Why Lennox International Is Under Pressure After Earnings
• Negative Sentiment: The broader HVAC group also sold off amid earnings-related margin concerns and questions about the sustainability of data-center demand. This industry-wide risk is adding pressure to LII alongside its company-specific guidance cut. HVAC Stocks Sell Off

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.