Lennox International (NYSE:LII) Coverage Initiated at BNP Paribas Exane

Investment analysts at BNP Paribas Exane started coverage on shares of Lennox International (NYSE:LII) in a research report issued to clients and investors on Tuesday. The firm set a “neutral” rating and a $535.00 price target on the construction company’s stock. BNP Paribas Exane’s price target would suggest a potential upside of 3.34% from the stock’s current price.

Several other brokerages also recently weighed in on LII. Morgan Stanley cut their price objective on shares of Lennox International from $475.00 to $450.00 and set an “underweight” rating on the stock in a research report on Monday, February 2nd. Barclays cut their price objective on shares of Lennox International from $667.00 to $600.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 1st. Royal Bank Of Canada cut their price objective on shares of Lennox International from $563.00 to $534.00 and set a “sector perform” rating on the stock in a research report on Thursday, January 29th. Wells Fargo & Company lowered their target price on shares of Lennox International from $560.00 to $480.00 and set an “equal weight” rating on the stock in a research note on Wednesday, April 1st. Finally, UBS Group initiated coverage on shares of Lennox International in a research note on Monday, January 5th. They set a “neutral” rating and a $530.00 target price on the stock. Four analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $563.67.

Lennox International Trading Up 2.4%

Shares of NYSE:LII opened at $517.69 on Tuesday. The company has a market cap of $18.02 billion, a PE ratio of 23.28, a P/E/G ratio of 1.94 and a beta of 1.21. The company’s 50-day moving average price is $510.18 and its 200 day moving average price is $506.27. Lennox International has a fifty-two week low of $434.06 and a fifty-two week high of $689.44. The company has a quick ratio of 0.63, a current ratio of 1.60 and a debt-to-equity ratio of 0.98.

Lennox International (NYSE:LII) last issued its quarterly earnings data on Wednesday, January 28th. The construction company reported $4.45 earnings per share for the quarter, missing the consensus estimate of $4.76 by ($0.31). The firm had revenue of $1.20 billion during the quarter, compared to the consensus estimate of $1.27 billion. Lennox International had a net margin of 15.13% and a return on equity of 80.23%. The company’s revenue for the quarter was down 11.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $5.60 earnings per share. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS. Sell-side analysts anticipate that Lennox International will post 22.94 earnings per share for the current year.

Insider Buying and Selling at Lennox International

In other Lennox International news, CAO Chris Kosel sold 254 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $536.50, for a total transaction of $136,271.00. Following the transaction, the chief accounting officer owned 1,090 shares of the company’s stock, valued at approximately $584,785. This trade represents a 18.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Shane D. Wall sold 100 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $540.01, for a total transaction of $54,001.00. Following the completion of the sale, the director owned 2,205 shares in the company, valued at $1,190,722.05. The trade was a 4.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,054 shares of company stock valued at $563,687. Company insiders own 9.73% of the company’s stock.

Institutional Trading of Lennox International

A number of hedge funds and other institutional investors have recently made changes to their positions in LII. California State Teachers Retirement System raised its holdings in shares of Lennox International by 6.1% in the 2nd quarter. California State Teachers Retirement System now owns 48,533 shares of the construction company’s stock worth $27,821,000 after purchasing an additional 2,785 shares in the last quarter. Ameriprise Financial Inc. raised its holdings in shares of Lennox International by 296.0% in the 2nd quarter. Ameriprise Financial Inc. now owns 71,815 shares of the construction company’s stock worth $41,168,000 after purchasing an additional 53,679 shares in the last quarter. Lazard Asset Management LLC raised its holdings in shares of Lennox International by 111.1% in the 2nd quarter. Lazard Asset Management LLC now owns 18,659 shares of the construction company’s stock worth $10,696,000 after purchasing an additional 9,818 shares in the last quarter. State of Tennessee Department of Treasury raised its holdings in shares of Lennox International by 75.2% in the 2nd quarter. State of Tennessee Department of Treasury now owns 7,082 shares of the construction company’s stock worth $4,060,000 after purchasing an additional 3,039 shares in the last quarter. Finally, MUFG Securities EMEA plc bought a new stake in shares of Lennox International in the 2nd quarter worth approximately $54,000. 67.07% of the stock is currently owned by institutional investors.

Key Lennox International News

Here are the key news stories impacting Lennox International this week:

• Positive Sentiment: Wolfe lifted FY2026 EPS to $23.98 (from $23.52) and FY2027 EPS to $26.17 (from $25.38) — a material upward revision to multi‑year earnings power that supports valuation and investor sentiment. Read More.
• Positive Sentiment: Several near‑term quarter estimates were raised: Q1 2026 to $3.33 (from $3.01), Q1 2027 to $3.86 (from $3.18), and Q4 2026 to $5.71 (from $5.49) — signals of stronger-than-previously-expected seasonality/margins in those periods. Read More.
• Neutral Sentiment: Wolfe published a full set of updated quarterly and annual estimates; its FY2026 view (~$23.98) sits inside Lennox’s company guidance range (23.50–25.00), showing alignment between the sell-side and management. Read More.
• Negative Sentiment: Wolfe trimmed Q2 estimates: Q2 2026 to $7.20 (from $7.43) and Q2 2027 to $7.68 (from $7.93), indicating some near‑term caution around demand or cost assumptions for the replacement/contractor markets that drive Lennox’s sales. Read More.

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.