Fox Run Management L.L.C. Acquires 3,860 Shares of Lithia Motors, Inc. $LAD

Posted by Stanley Muller on Jun 9th, 2026

Fox Run Management L.L.C. grew its holdings in Lithia Motors, Inc. (NYSE:LAD – Free Report) by 420.5% during the 4th quarter, Holdings Channel reports. The fund owned 4,778 shares of the company’s stock after buying an additional 3,860 shares during the period. Fox Run Management L.L.C.’s holdings in Lithia Motors were worth $1,588,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in LAD. Norges Bank bought a new position in Lithia Motors in the fourth quarter worth approximately $125,214,000. Life Cycle Investment Partners Ltd bought a new position in Lithia Motors in the fourth quarter worth approximately $58,409,000. Hook Mill Capital Partners LP bought a new position in Lithia Motors in the third quarter worth approximately $29,130,000. Bank of America Corp DE raised its position in Lithia Motors by 57.5% in the second quarter. Bank of America Corp DE now owns 197,417 shares of the company’s stock worth $66,691,000 after acquiring an additional 72,061 shares during the period. Finally, Marshall Wace LLP raised its position in Lithia Motors by 6,341.6% in the third quarter. Marshall Wace LLP now owns 57,459 shares of the company’s stock worth $18,157,000 after acquiring an additional 56,567 shares during the period.

Analysts Set New Price Targets

LAD has been the topic of several recent research reports. Wall Street Zen upgraded shares of Lithia Motors from a “sell” rating to a “hold” rating in a research report on Saturday, May 30th. Weiss Ratings downgraded shares of Lithia Motors from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, May 4th. Barclays decreased their price objective on shares of Lithia Motors from $380.00 to $370.00 and set an “overweight” rating on the stock in a research report on Tuesday, April 7th. Bank of America decreased their price objective on shares of Lithia Motors from $335.00 to $320.00 in a research report on Monday, April 13th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Lithia Motors from $320.00 to $325.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. Seven equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $368.11.

Read Our Latest Report on LAD

Insider Buying and Selling at Lithia Motors

In related news, Director Richard J. Bailey, Jr. sold 297 shares of the firm’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $280.57, for a total transaction of $83,329.29. Following the completion of the transaction, the director directly owned 760 shares of the company’s stock, valued at approximately $213,233.20. This trade represents a 28.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Shauna Mcintyre sold 245 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $294.64, for a total transaction of $72,186.80. Following the transaction, the director directly owned 1,846 shares of the company’s stock, valued at $543,905.44. The trade was a 11.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 617 shares of company stock valued at $174,966 over the last ninety days. 1.08% of the stock is currently owned by corporate insiders.

Lithia Motors Stock Up 1.2%

Shares of LAD stock opened at $292.16 on Tuesday. The company has a market capitalization of $6.66 billion, a price-to-earnings ratio of 10.26, a PEG ratio of 0.64 and a beta of 1.26. Lithia Motors, Inc. has a one year low of $239.78 and a one year high of $360.55. The company’s fifty day moving average price is $276.30 and its 200-day moving average price is $298.49. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.99 and a quick ratio of 0.24.

Lithia Motors (NYSE:LAD – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The company reported $7.34 EPS for the quarter, beating the consensus estimate of $7.06 by $0.28. The firm had revenue of $9.27 billion for the quarter, compared to the consensus estimate of $9.22 billion. Lithia Motors had a net margin of 1.88% and a return on equity of 12.49%. The company’s revenue was up 1.0% on a year-over-year basis. During the same period last year, the firm earned $7.66 EPS. Sell-side analysts expect that Lithia Motors, Inc. will post 34.37 EPS for the current fiscal year.

Lithia Motors Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were paid a dividend of $0.57 per share. The ex-dividend date of this dividend was Friday, May 8th. This is a positive change from Lithia Motors’s previous quarterly dividend of $0.55. This represents a $2.28 annualized dividend and a yield of 0.8%. Lithia Motors’s dividend payout ratio is 8.01%.

Lithia Motors declared that its board has authorized a stock buyback plan on Tuesday, May 26th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the company to purchase up to 7.9% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its stock is undervalued.

Lithia Motors Profile

(Free Report)

Lithia Motors, Inc is an American automotive retailer headquartered in Medford, Oregon. Founded in 1946 as a small auto body and glass shop, the company has grown through organic expansion and strategic acquisitions to become one of the largest automotive retail networks in North America. Lithia operates dealerships across the United States and Canada, offering a broad portfolio of new and pre-owned vehicles from more than 40 different manufacturers.

The company’s core business activities include vehicle sales, financing, insurance, parts and service.