William Blair Issues Negative Forecast for LII Earnings

Lennox International Inc. (NYSE:LII) – Equities research analysts at William Blair cut their Q1 2025 EPS estimates for shares of Lennox International in a research report issued to clients and investors on Wednesday, October 23rd. William Blair analyst R. Merkel now expects that the construction company will post earnings of $3.83 per share for the quarter, down from their previous estimate of $4.09. The consensus estimate for Lennox International’s current full-year earnings is $20.38 per share. William Blair also issued estimates for Lennox International’s Q2 2025 earnings at $7.71 EPS, Q3 2025 earnings at $7.26 EPS, Q4 2025 earnings at $4.96 EPS and FY2026 earnings at $26.00 EPS.

LII has been the topic of several other research reports. The Goldman Sachs Group lifted their target price on shares of Lennox International from $507.00 to $575.00 and gave the company a “buy” rating in a report on Wednesday, July 10th. Stephens reiterated an “overweight” rating and set a $675.00 target price on shares of Lennox International in a report on Thursday, July 25th. Royal Bank of Canada upped their price target on Lennox International from $604.00 to $619.00 and gave the stock a “sector perform” rating in a report on Thursday. Barclays increased their price objective on shares of Lennox International from $575.00 to $624.00 and gave the company an “equal weight” rating in a research report on Thursday. Finally, Wells Fargo & Company boosted their target price on shares of Lennox International from $570.00 to $615.00 and gave the stock an “equal weight” rating in a research report on Monday, October 7th. One investment analyst has rated the stock with a sell rating, seven have issued a hold rating and five have given a buy rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $583.92.

Lennox International Price Performance

LII stock opened at $609.18 on Friday. The stock has a 50-day moving average price of $592.28 and a two-hundred day moving average price of $544.05. The company has a market cap of $21.71 billion, a PE ratio of 33.79, a price-to-earnings-growth ratio of 1.82 and a beta of 1.07. The company has a current ratio of 1.60, a quick ratio of 0.90 and a debt-to-equity ratio of 1.95. Lennox International has a 12-month low of $348.79 and a 12-month high of $627.46.

Lennox International (NYSE:LII) last posted its quarterly earnings data on Wednesday, October 23rd. The construction company reported $6.68 EPS for the quarter, beating analysts’ consensus estimates of $5.95 by $0.73. The company had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.42 billion. Lennox International had a net margin of 12.85% and a return on equity of 198.36%. The company’s quarterly revenue was up 9.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $5.37 EPS.

Institutional Investors Weigh In On Lennox International

Institutional investors and hedge funds have recently bought and sold shares of the business. Innealta Capital LLC acquired a new stake in shares of Lennox International during the 2nd quarter valued at $33,000. Massmutual Trust Co. FSB ADV lifted its holdings in shares of Lennox International by 38.8% during the second quarter. Massmutual Trust Co. FSB ADV now owns 68 shares of the construction company’s stock valued at $36,000 after purchasing an additional 19 shares during the last quarter. UMB Bank n.a. lifted its holdings in shares of Lennox International by 388.9% during the third quarter. UMB Bank n.a. now owns 88 shares of the construction company’s stock valued at $53,000 after purchasing an additional 70 shares during the last quarter. Whittier Trust Co. of Nevada Inc. acquired a new position in shares of Lennox International in the 2nd quarter valued at $65,000. Finally, Bessemer Group Inc. increased its stake in Lennox International by 403.3% in the 1st quarter. Bessemer Group Inc. now owns 151 shares of the construction company’s stock worth $73,000 after purchasing an additional 121 shares in the last quarter. 67.07% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Lennox International

In other Lennox International news, EVP Prakash Bedapudi sold 3,434 shares of Lennox International stock in a transaction on Monday, August 19th. The stock was sold at an average price of $578.00, for a total transaction of $1,984,852.00. Following the sale, the executive vice president now owns 21,536 shares of the company’s stock, valued at $12,447,808. The trade was a 0.00 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. In related news, Director Todd J. Teske sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, August 19th. The shares were sold at an average price of $574.05, for a total transaction of $1,148,100.00. Following the transaction, the director now owns 8,411 shares in the company, valued at $4,828,334.55. This trade represents a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Prakash Bedapudi sold 3,434 shares of the company’s stock in a transaction that occurred on Monday, August 19th. The stock was sold at an average price of $578.00, for a total value of $1,984,852.00. Following the completion of the sale, the executive vice president now owns 21,536 shares of the company’s stock, valued at $12,447,808. This trade represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 11,308 shares of company stock worth $6,563,103. 10.40% of the stock is owned by company insiders.

Lennox International Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, October 15th. Shareholders of record on Monday, September 30th were paid a dividend of $1.15 per share. This represents a $4.60 dividend on an annualized basis and a yield of 0.76%. The ex-dividend date of this dividend was Monday, September 30th. Lennox International’s payout ratio is 25.51%.

About Lennox International

Lennox International Inc, together with its subsidiaries, designs, manufactures, and markets a range of products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally. The Home Comfort Solutions segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment, comfort control products, and replacement parts and supplies; residential heating, ventilation, cooling equipment, and air conditioning; and evaporator coils and unit heaters under Lennox, Dave Lennox Signature Collection, Armstrong Air, Ducane, AirEase, Concord, MagicPak, Advanced Distributor Products, Allied, Elite Series, Merit Series, Comfort Sync, Healthy Climate, iComfort, ComfortSense, and Lennox Stores name.