Hsbc Holdings PLC Sells 3,248 Shares of Lithia Motors, Inc. $LAD

Posted by Brian Himes on Jul 9th, 2026

Hsbc Holdings PLC trimmed its holdings in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 14.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 18,515 shares of the company’s stock after selling 3,248 shares during the quarter. Hsbc Holdings PLC’s holdings in Lithia Motors were worth $6,174,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Dimensional Fund Advisors LP boosted its position in Lithia Motors by 0.5% during the 4th quarter. Dimensional Fund Advisors LP now owns 1,346,783 shares of the company’s stock valued at $447,583,000 after acquiring an additional 6,113 shares in the last quarter. River Road Asset Management LLC raised its position in shares of Lithia Motors by 33.6% in the 4th quarter. River Road Asset Management LLC now owns 742,677 shares of the company’s stock worth $246,814,000 after acquiring an additional 186,628 shares in the last quarter. Canada Pension Plan Investment Board raised its position in shares of Lithia Motors by 5.9% in the 2nd quarter. Canada Pension Plan Investment Board now owns 612,377 shares of the company’s stock worth $206,873,000 after acquiring an additional 33,966 shares in the last quarter. Hotchkis & Wiley Capital Management LLC lifted its stake in shares of Lithia Motors by 3.6% during the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 426,120 shares of the company’s stock worth $134,654,000 after purchasing an additional 14,781 shares during the last quarter. Finally, Norges Bank bought a new stake in Lithia Motors during the fourth quarter valued at about $125,214,000.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the company. Zacks Research upgraded Lithia Motors from a “strong sell” rating to a “hold” rating in a research note on Thursday, April 23rd. Wall Street Zen lowered shares of Lithia Motors from a “hold” rating to a “sell” rating in a research report on Saturday, June 27th. Barclays lowered their price target on shares of Lithia Motors from $380.00 to $370.00 and set an “overweight” rating on the stock in a report on Tuesday, April 7th. JPMorgan Chase & Co. lifted their price objective on shares of Lithia Motors from $320.00 to $325.00 and gave the stock a “neutral” rating in a research report on Thursday, May 7th. Finally, UBS Group assumed coverage on shares of Lithia Motors in a research note on Wednesday, May 27th. They set a “buy” rating and a $348.00 price objective for the company. Seven research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $368.22.

Get Our Latest Stock Analysis on Lithia Motors

Lithia Motors Trading Down 2.5%

Shares of NYSE:LAD opened at $303.95 on Thursday. The business’s 50-day moving average is $291.18 and its 200 day moving average is $294.75. Lithia Motors, Inc. has a 1 year low of $239.78 and a 1 year high of $360.55. The firm has a market capitalization of $6.93 billion, a P/E ratio of 10.67, a P/E/G ratio of 0.69 and a beta of 1.26. 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 released its quarterly earnings results on Wednesday, April 29th. The company reported $7.34 EPS for the quarter, beating analysts’ consensus estimates of $7.06 by $0.28. The company had revenue of $9.27 billion during the quarter, compared to analysts’ expectations of $9.22 billion. Lithia Motors had a return on equity of 12.49% and a net margin of 1.88%.The firm’s revenue was up 1.0% compared to the same quarter last year. During the same period last year, the business posted $7.66 earnings per share. On average, research analysts predict that Lithia Motors, Inc. will post 34.37 earnings per share for the current fiscal year.

Lithia Motors Increases Dividend

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

Lithia Motors declared that its Board of Directors has initiated a share buyback program on Tuesday, May 26th that permits the company to repurchase $500.00 million in shares. This repurchase authorization permits the company to reacquire up to 7.9% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Insider Activity at Lithia Motors

In other Lithia Motors news, Director Richard J. Bailey, Jr. sold 297 shares of the company’s stock in a transaction that occurred 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 transaction, the director owned 760 shares in the company, valued at approximately $213,233.20. This represents a 28.10% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Shauna Mcintyre sold 245 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $294.64, for a total transaction of $72,186.80. Following the completion of the transaction, the director directly owned 1,846 shares of the company’s stock, valued at approximately $543,905.44. This represents a 11.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 782 shares of company stock valued at $229,572 over the last ninety days. 1.08% of the stock is currently owned by insiders.

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.