De Lisle Partners LLP Grows Stock Holdings in LCI Industries $LCII

Posted by on Jun 13th, 2026

De Lisle Partners LLP lifted its stake in LCI Industries (NYSE:LCII – Free Report) by 8.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 90,952 shares of the company’s stock after purchasing an additional 7,300 shares during the quarter. LCI Industries comprises about 1.4% of De Lisle Partners LLP’s portfolio, making the stock its 14th largest holding. De Lisle Partners LLP owned about 0.38% of LCI Industries worth $11,042,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of LCII. AQR Capital Management LLC acquired a new position in LCI Industries during the 1st quarter valued at approximately $588,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in LCI Industries by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,759 shares of the company’s stock valued at $1,290,000 after purchasing an additional 643 shares in the last quarter. Empowered Funds LLC acquired a new position in LCI Industries during the 1st quarter valued at approximately $1,124,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in LCI Industries by 10.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 76,660 shares of the company’s stock valued at $6,702,000 after purchasing an additional 7,515 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership acquired a new position in LCI Industries during the 2nd quarter valued at approximately $1,542,000. 99.71% of the stock is currently owned by institutional investors and hedge funds.

LCI Industries Price Performance

Shares of NYSE LCII opened at $93.09 on Friday. The stock has a market capitalization of $2.26 billion, a price-to-earnings ratio of 11.44 and a beta of 1.17. LCI Industries has a 12 month low of $84.33 and a 12 month high of $159.66. The firm’s 50 day simple moving average is $113.28 and its 200-day simple moving average is $125.07. The company has a debt-to-equity ratio of 0.68, a current ratio of 2.91 and a quick ratio of 1.20.

LCI Industries (NYSE:LCII – Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.22 by $0.37. The business had revenue of $1.09 billion for the quarter, compared to analysts’ expectations of $1.08 billion. LCI Industries had a net margin of 4.84% and a return on equity of 14.03%. The business’s revenue was up 4.3% on a year-over-year basis. During the same quarter last year, the company earned $2.19 EPS. LCI Industries has set its FY 2026 guidance at 8.750-9.250 EPS. Analysts expect that LCI Industries will post 8.95 EPS for the current year.

LCI Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 12th. Stockholders of record on Friday, May 29th were paid a dividend of $1.15 per share. The ex-dividend date of this dividend was Friday, May 29th. This represents a $4.60 dividend on an annualized basis and a dividend yield of 4.9%. LCI Industries’s dividend payout ratio (DPR) is presently 56.51%.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. Weiss Ratings downgraded shares of LCI Industries from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, June 4th. Wall Street Zen downgraded shares of LCI Industries from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Benchmark cut their price target on shares of LCI Industries from $175.00 to $150.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. BMO Capital Markets reiterated a “market perform” rating and issued a $155.00 price target on shares of LCI Industries in a report on Wednesday, February 18th. Finally, Truist Financial cut their price target on shares of LCI Industries from $147.00 to $135.00 and set a “hold” rating on the stock in a report on Tuesday, April 14th. Three investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, LCI Industries has a consensus rating of “Hold” and a consensus price target of $149.29.

View Our Latest Research Report on LCII

LCI Industries Company Profile

(Free Report)

LCI Industries is a publicly traded manufacturer specializing in engineered components and systems for the recreation vehicle (RV), marine and housing industries. The company develops and supplies a diverse range of products designed to enhance comfort, convenience and functionality in mobile and leisure applications. LCI Industries serves original equipment manufacturers (OEMs) and aftermarket customers throughout North America.

The company’s core offerings include power conversion and control systems, slideout mechanisms, entry and docking products, seating and furniture solutions, as well as window and door assemblies.

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Institutional Ownership by Quarter for LCI Industries (NYSE:LCII)

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