Wolfe Research Issues Negative Outlook for LII Earnings

Lennox International, Inc. (NYSE:LII) – Analysts at Wolfe Research decreased their Q4 2025 earnings per share estimates for shares of Lennox International in a report issued on Wednesday, January 14th. Wolfe Research analyst N. Coe now expects that the construction company will post earnings of $4.68 per share for the quarter, down from their prior forecast of $4.77. Wolfe Research has a “Peer Perform” rating on the stock. The consensus estimate for Lennox International’s current full-year earnings is $22.94 per share. Wolfe Research also issued estimates for Lennox International’s Q2 2026 earnings at $7.35 EPS, FY2026 earnings at $23.83 EPS, Q1 2027 earnings at $3.80 EPS, Q2 2027 earnings at $7.85 EPS, FY2027 earnings at $25.53 EPS, FY2028 earnings at $27.84 EPS and FY2029 earnings at $30.18 EPS.

Lennox International (NYSE:LII) last posted its earnings results on Wednesday, October 22nd. The construction company reported $6.98 EPS for the quarter, beating analysts’ consensus estimates of $6.69 by $0.29. Lennox International had a return on equity of 91.96% and a net margin of 15.74%.The firm had revenue of $1.43 billion during the quarter, compared to the consensus estimate of $1.54 billion. During the same period in the prior year, the company earned $6.68 EPS. The company’s quarterly revenue was down 4.8% compared to the same quarter last year.

Several other research analysts have also commented on the company. Weiss Ratings lowered Lennox International from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Saturday, October 25th. Northcoast Research upgraded Lennox International from a “sell” rating to a “neutral” rating and set a $525.00 target price for the company in a report on Monday, October 27th. Wells Fargo & Company decreased their price target on Lennox International from $545.00 to $525.00 and set an “equal weight” rating on the stock in a report on Thursday, December 4th. UBS Group began coverage on shares of Lennox International in a research note on Monday, January 5th. They set a “neutral” rating and a $530.00 price objective for the company. Finally, Morgan Stanley reduced their target price on shares of Lennox International from $535.00 to $475.00 and set an “underweight” rating on the stock in a research note on Thursday, October 23rd. Four equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $597.25.

Lennox International Stock Performance

Shares of NYSE:LII opened at $504.85 on Monday. The firm has a fifty day simple moving average of $496.31 and a two-hundred day simple moving average of $538.16. The company has a quick ratio of 0.80, a current ratio of 1.68 and a debt-to-equity ratio of 0.78. The stock has a market capitalization of $17.71 billion, a P/E ratio of 21.31, a PEG ratio of 1.99 and a beta of 1.18. Lennox International has a 52 week low of $443.19 and a 52 week high of $689.44.

Institutional Investors Weigh In On Lennox International

Institutional investors and hedge funds have recently bought and sold shares of the company. Eukles Asset Management grew its position in shares of Lennox International by 2.8% during the 2nd quarter. Eukles Asset Management now owns 1,019 shares of the construction company’s stock worth $584,000 after buying an additional 28 shares in the last quarter. QV Investors Inc. lifted its stake in Lennox International by 0.6% in the second quarter. QV Investors Inc. now owns 5,089 shares of the construction company’s stock worth $2,917,000 after acquiring an additional 30 shares during the period. First Horizon Advisors Inc. grew its holdings in Lennox International by 52.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 107 shares of the construction company’s stock worth $61,000 after acquiring an additional 37 shares in the last quarter. Bessemer Group Inc. increased its position in Lennox International by 52.8% during the 3rd quarter. Bessemer Group Inc. now owns 110 shares of the construction company’s stock valued at $59,000 after purchasing an additional 38 shares during the period. Finally, AdvisorShares Investments LLC bought a new stake in shares of Lennox International in the 2nd quarter valued at about $25,000. 67.07% of the stock is owned by institutional investors.

Insider Buying and Selling at Lennox International

In related news, Director Todd J. Teske sold 600 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $491.85, for a total value of $295,110.00. Following the completion of the sale, the director owned 7,581 shares in the company, valued at approximately $3,728,714.85. The trade was a 7.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 10.40% of the company’s stock.

Lennox International Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were paid a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend was Wednesday, December 31st. Lennox International’s payout ratio is currently 21.95%.

Lennox International Company Profile

Lennox International Inc is a global manufacturer of climate control products and services, principally serving residential and commercial heating, ventilation and air conditioning (HVAC) markets. The company designs, engineers and produces a range of products including furnaces, air conditioners, heat pumps, air handlers, packaged rooftop units and related controls and indoor air quality equipment. Lennox also supplies aftermarket parts and accessories and supports its product lines with technical service, training and warranty programs for dealer and distribution partners.

Originally founded in 1895 by Dave Lennox, the company has grown from its early roots into a multinational business with operations concentrated in North America and a presence in other international markets.