Roth Capital Weighs in on LKQ’s Q2 Earnings (NASDAQ:LKQ)

LKQ Co. (NASDAQ:LKQ) – Analysts at Roth Capital lowered their Q2 2025 EPS estimates for shares of LKQ in a research report issued to clients and investors on Friday, April 25th. Roth Capital analyst S. Stember now forecasts that the auto parts company will post earnings of $0.91 per share for the quarter, down from their prior estimate of $0.96. The consensus estimate for LKQ’s current full-year earnings is $3.57 per share. Roth Capital also issued estimates for LKQ’s Q3 2025 earnings at $0.95 EPS, FY2025 earnings at $3.52 EPS, Q1 2026 earnings at $0.89 EPS, Q2 2026 earnings at $1.03 EPS, Q3 2026 earnings at $1.02 EPS and FY2026 earnings at $3.90 EPS.

LKQ (NASDAQ:LKQ) last issued its earnings results on Thursday, April 24th. The auto parts company reported $0.79 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.79. The firm had revenue of $3.46 billion for the quarter, compared to analyst estimates of $3.58 billion. LKQ had a return on equity of 14.93% and a net margin of 4.81%. The business’s revenue was down 6.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.82 earnings per share.

Several other analysts have also issued reports on LKQ. JPMorgan Chase & Co. boosted their price target on shares of LKQ from $48.00 to $49.00 and gave the company an “overweight” rating in a research report on Friday, February 21st. Barrington Research reissued an “outperform” rating and set a $60.00 target price on shares of LKQ in a report on Monday, April 21st. Finally, StockNews.com lowered LKQ from a “buy” rating to a “hold” rating in a report on Friday, April 25th. One equities research analyst has rated the stock with a hold rating and five have assigned a buy rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $52.60.

LKQ Trading Up 1.2 %

Shares of LKQ stock opened at $37.65 on Monday. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.67 and a current ratio of 1.71. The stock has a market capitalization of $9.73 billion, a P/E ratio of 14.37 and a beta of 1.09. LKQ has a 52-week low of $35.56 and a 52-week high of $46.64. The stock’s 50-day simple moving average is $41.34 and its 200 day simple moving average is $39.16.

Institutional Investors Weigh In On LKQ

A number of hedge funds have recently made changes to their positions in LKQ. Virtu Financial LLC boosted its position in LKQ by 226.3% during the third quarter. Virtu Financial LLC now owns 22,363 shares of the auto parts company’s stock valued at $893,000 after buying an additional 15,509 shares during the period. Wilmington Savings Fund Society FSB bought a new stake in shares of LKQ in the 3rd quarter valued at about $81,000. Tidal Investments LLC boosted its holdings in LKQ by 3.0% during the 3rd quarter. Tidal Investments LLC now owns 32,995 shares of the auto parts company’s stock valued at $1,317,000 after acquiring an additional 947 shares during the period. Synovus Financial Corp grew its position in LKQ by 11.6% during the 3rd quarter. Synovus Financial Corp now owns 15,235 shares of the auto parts company’s stock worth $608,000 after acquiring an additional 1,588 shares during the last quarter. Finally, Franklin Resources Inc. increased its stake in LKQ by 9.2% in the 3rd quarter. Franklin Resources Inc. now owns 519,232 shares of the auto parts company’s stock worth $20,401,000 after purchasing an additional 43,541 shares during the period. 95.63% of the stock is currently owned by institutional investors.

Insider Transactions at LKQ

In related news, CEO Justin L. Jude bought 2,708 shares of the business’s stock in a transaction that occurred on Friday, April 25th. The stock was bought at an average cost of $36.99 per share, for a total transaction of $100,168.92. Following the completion of the transaction, the chief executive officer now owns 280,777 shares of the company’s stock, valued at approximately $10,385,941.23. The trade was a 0.97 % increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Dominick P. Zarcone sold 5,000 shares of the company’s stock in a transaction dated Monday, February 3rd. The stock was sold at an average price of $36.14, for a total value of $180,700.00. Following the completion of the transaction, the director now owns 369,462 shares of the company’s stock, valued at $13,352,356.68. The trade was a 1.34 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 45,000 shares of company stock valued at $1,864,350. 0.55% of the stock is currently owned by company insiders.

LKQ Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, May 29th. Stockholders of record on Thursday, May 15th will be given a dividend of $0.30 per share. The ex-dividend date is Thursday, May 15th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 3.19%. LKQ’s dividend payout ratio (DPR) is currently 44.78%.

LKQ Company Profile

LKQ Corporation engages in the distribution of replacement parts, components, and systems used in the repair and maintenance of vehicles and specialty vehicle aftermarket products and accessories. It operates through four segments: Wholesale-North America, Europe, Specialty, and Self Service. The company distributes bumper covers, automotive body panels, and lights, as well as mechanical automotive parts and accessories; salvage products, including mechanical and collision parts comprising engines; transmissions; door assemblies; sheet metal products, such as trunk lids, fenders, and hoods; lights and bumper assemblies; scrap metal and other materials to metals recyclers; and brake pads, discs and sensors, clutches, steering and suspension products, filters, and oil and automotive fluids, as well as electrical products, including spark plugs and batteries.