2,290 Shares in Lithia Motors, Inc. $LAD Bought by Talon Private Wealth LLC

Posted by Brenda Bartman on Jul 30th, 2026

Talon Private Wealth LLC bought a new stake in Lithia Motors, Inc. (NYSE:LAD – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 2,290 shares of the company’s stock, valued at approximately $572,000.

A number of other large investors have also made changes to their positions in the stock. Norges Bank acquired a new position in shares of Lithia Motors in the fourth quarter valued at $125,214,000. River Road Asset Management LLC boosted its stake 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 valued at $246,814,000 after purchasing an additional 186,628 shares in the last quarter. Life Cycle Investment Partners Ltd bought a new stake in shares of Lithia Motors in the 4th quarter worth about $58,409,000. Corient Private Wealth LLC grew its position in Lithia Motors by 8,474.0% during the 4th quarter. Corient Private Wealth LLC now owns 107,690 shares of the company’s stock worth $35,789,000 after acquiring an additional 106,434 shares during the last quarter. Finally, Marshall Wace LLP grew its holdings in Lithia Motors by 183.6% during the 4th quarter. Marshall Wace LLP now owns 162,937 shares of the company’s stock worth $54,149,000 after acquiring an additional 105,478 shares during the last quarter.

Analyst Ratings Changes

Several equities research analysts have recently commented on LAD shares. UBS Group lifted their price target on shares of Lithia Motors from $348.00 to $370.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Bank of America boosted their target price on Lithia Motors from $350.00 to $417.00 and gave the company a “buy” rating in a research note on Thursday, July 9th. Weiss Ratings raised shares of Lithia Motors from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday, July 21st. JPMorgan Chase & Co. lifted their price target on shares of Lithia Motors from $320.00 to $325.00 and gave the company a “neutral” rating in a research note on Thursday, May 7th. Finally, Zacks Research raised shares of Lithia Motors from a “strong sell” rating to a “hold” rating in a research report on Thursday, April 23rd. Eight investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $380.33.

Get Our Latest Report on Lithia Motors

Lithia Motors Stock Performance

Shares of NYSE LAD opened at $425.35 on Thursday. Lithia Motors, Inc. has a one year low of $239.78 and a one year high of $439.49. The firm has a market cap of $9.70 billion, a price-to-earnings ratio of 14.94, a P/E/G ratio of 0.84 and a beta of 1.26. The stock’s fifty day moving average price is $308.92 and its two-hundred day moving average price is $294.90. 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 posted its quarterly earnings data on Wednesday, July 29th. The company reported $10.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $8.73 by $1.30. The firm had revenue of $9.79 billion during the quarter, compared to the consensus estimate of $9.64 billion. Lithia Motors had a net margin of 1.88% and a return on equity of 12.49%. The business’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $10.24 EPS. On average, equities analysts forecast that Lithia Motors, Inc. will post 34.19 EPS for the current year.

Lithia Motors Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 21st. Shareholders of record on Friday, August 7th will be issued a $0.70 dividend. The ex-dividend date of this dividend is Friday, August 7th. This represents a $2.80 annualized dividend and a yield of 0.7%. This is an increase from Lithia Motors’s previous quarterly dividend of $0.57. Lithia Motors’s payout ratio is 8.01%.

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

Trending Headlines about Lithia Motors

Here are the key news stories impacting Lithia Motors this week:

Positive Sentiment: Second-quarter earnings and revenue exceeded expectations. Lithia reported record revenue of approximately $9.8 billion, up 2.2% year over year. Adjusted diluted EPS was $10.03, ahead of the roughly $8.67–$8.73 consensus, while reported diluted EPS was $11.54, a 17% increase. Lithia & Driveway second-quarter results
Positive Sentiment: Profitability indicators improved despite challenging market conditions. Used-vehicle retail gross profit per unit increased $339, or 20%, sequentially. Aftersales gross margin reached 59.2%, up 120 basis points on a same-store basis, while adjusted SG&A as a percentage of gross profit improved by 290 basis points.
Positive Sentiment: Shareholder returns were strengthened. Lithia repurchased $242 million of stock during the quarter—equivalent to 3.7% of shares outstanding—and has repurchased 7.6% of shares in the first half of 2026. The company also raised its quarterly dividend 22.8%, from $0.57 to $0.70 per share. Investors of record on August 7 will receive the dividend on August 21. Lithia Motors reaches record high
Positive Sentiment: Financing operations delivered record results. The unit generated $37 million in income and $884 million in originations, with a 17.5% penetration rate, adding support to earnings diversification.
Neutral Sentiment: The stock’s rally has pushed it close to its 52-week high, with elevated trading volume. Its valuation remains moderate at roughly 15 times earnings, but the sharp move may increase sensitivity to any earnings disappointment.
Negative Sentiment: Broader-market conditions were unfavorable as oil prices surged amid rising U.S.-Iran tensions and major indexes sold off ahead of the Federal Reserve’s interest-rate decision. Higher fuel costs, interest rates, or renewed economic concerns could pressure vehicle demand and financing activity. Market sell-off and oil spike

Insider Activity at Lithia Motors

In other Lithia Motors news, Director Richard J. Bailey, Jr. sold 297 shares of the business’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 completion of the transaction, the director directly owned 760 shares in the company, valued at $213,233.20. The trade was a 28.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Shauna Mcintyre sold 245 shares of Lithia Motors stock in a transaction on Monday, May 11th. The shares were sold at an average price of $294.64, for a total value of $72,186.80. Following the completion of the transaction, the director owned 1,846 shares in the company, valued at approximately $543,905.44. The trade was 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 90 days. Corporate insiders own 1.08% of the company’s stock.

Lithia Motors Company 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.