Lakewood Capital Management LP Invests $6.98 Million in LKQ Corporation $LKQ

Posted by George Bondi on Aug 25th, 2026

Lakewood Capital Management LP acquired a new stake in shares of LKQ Corporation (NASDAQ:LKQ – Free Report) during the 2nd quarter, Holdings Channel.com reports. The fund acquired 265,000 shares of the auto parts company’s stock, valued at approximately $6,977,000.

Other hedge funds have also bought and sold shares of the company. BlackRock Inc. bought a new stake in LKQ in the 2nd quarter worth approximately $1,015,096,000. Seizert Capital Partners LLC lifted its holdings in shares of LKQ by 30.1% during the 4th quarter. Seizert Capital Partners LLC now owns 2,178,703 shares of the auto parts company’s stock valued at $65,797,000 after buying an additional 503,998 shares during the period. Applied Finance Capital Management LLC boosted its stake in shares of LKQ by 11.0% in the 1st quarter. Applied Finance Capital Management LLC now owns 662,216 shares of the auto parts company’s stock worth $19,449,000 after buying an additional 65,534 shares during the last quarter. Rice Hall James & Associates LLC purchased a new position in shares of LKQ in the 2nd quarter worth $17,859,000. Finally, Pzena Investment Management LLC bought a new stake in shares of LKQ in the second quarter worth $398,696,000. Hedge funds and other institutional investors own 95.63% of the company’s stock.

LKQ Trading Down 0.1%

Shares of LKQ stock opened at $25.74 on Tuesday. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.58 and a quick ratio of 0.61. The company has a market cap of $6.51 billion, a price-to-earnings ratio of 14.30 and a beta of 0.84. LKQ Corporation has a 1 year low of $21.17 and a 1 year high of $37.13. The firm has a fifty day moving average price of $25.41 and a 200-day moving average price of $28.16.

LKQ (NASDAQ:LKQ – Get Free Report) last announced its earnings results on Thursday, July 30th. The auto parts company reported $0.67 EPS for the quarter, missing analysts’ consensus estimates of $0.71 by ($0.04). The company had revenue of $3.41 billion during the quarter, compared to the consensus estimate of $3.48 billion. LKQ had a return on equity of 10.84% and a net margin of 3.37%.LKQ’s revenue for the quarter was down 3.0% compared to the same quarter last year. During the same period in the prior year, the business posted $0.87 earnings per share. LKQ has set its FY 2026 guidance at 2.600-2.900 EPS. As a group, equities analysts predict that LKQ Corporation will post 2.67 earnings per share for the current year.

LKQ Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 20th will be given a $0.30 dividend. The ex-dividend date is Thursday, August 20th. This represents a $1.20 dividend on an annualized basis and a yield of 4.7%. LKQ’s dividend payout ratio is presently 66.67%.

Wall Street Analyst Weigh In

A number of analysts recently commented on LKQ shares. Raymond James Financial set a $30.00 price objective on LKQ in a research report on Friday, July 31st. Barclays dropped their target price on LKQ from $30.00 to $25.00 and set an “equal weight” rating on the stock in a research report on Monday, August 3rd. Weiss Ratings lowered shares of LKQ from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, August 13th. Zacks Research lowered shares of LKQ from a “hold” rating to a “strong sell” rating in a research report on Monday, August 3rd. Finally, JPMorgan Chase & Co. lowered their price objective on shares of LKQ from $37.00 to $30.00 and set an “overweight” rating on the stock in a research note on Friday, July 31st. Three research analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $31.08.

View Our Latest Stock Analysis on LKQ

LKQ Company Profile

(Free Report)

LKQ Corporation is a leading provider of alternative and specialty parts to repair and accessorize automobiles and other vehicles. The company supplies a broad range of replacement components, including recycled original equipment manufacturer (OEM) parts, aftermarket parts, refurbished and remanufactured items. Its products support collision repair, mechanical repair and performance enhancement needs across passenger cars, heavy trucks and recreational vehicles.

Through a combination of in-house operations and strategic acquisitions, LKQ has developed a comprehensive product portfolio that extends beyond core replacement parts.