William Blair Issues Pessimistic Outlook for LII Earnings

Lennox International Inc. (NYSE:LII) – Research analysts at William Blair reduced their Q2 2025 earnings estimates for Lennox International in a report issued on Wednesday, April 23rd. William Blair analyst R. Merkel now expects that the construction company will post earnings of $7.00 per share for the quarter, down from their previous forecast of $7.09. The consensus estimate for Lennox International’s current full-year earnings is $22.94 per share. William Blair also issued estimates for Lennox International’s Q3 2025 earnings at $7.21 EPS, Q4 2025 earnings at $5.40 EPS, FY2025 earnings at $23.04 EPS and FY2026 earnings at $26.10 EPS.

A number of other equities analysts have also recently issued reports on LII. Stephens restated an “overweight” rating and set a $750.00 price objective on shares of Lennox International in a report on Friday, March 7th. Mizuho cut shares of Lennox International from an “outperform” rating to a “neutral” rating and cut their price target for the stock from $675.00 to $625.00 in a report on Thursday, January 30th. Morgan Stanley decreased their price objective on shares of Lennox International from $585.00 to $450.00 and set an “underweight” rating for the company in a report on Thursday, April 24th. Barclays dropped their target price on shares of Lennox International from $702.00 to $696.00 and set an “overweight” rating on the stock in a research note on Thursday, April 24th. Finally, Oppenheimer raised shares of Lennox International from a “market perform” rating to an “outperform” rating and set a $600.00 price target for the company in a research note on Thursday, April 24th. Four equities research analysts have rated the stock with a sell rating, five have given a hold rating and five have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $577.00.

Lennox International Trading Up 0.6 %

LII opened at $534.58 on Monday. The company has a debt-to-equity ratio of 0.98, a quick ratio of 0.90 and a current ratio of 1.43. The stock’s 50 day moving average price is $566.49 and its 200-day moving average price is $605.89. Lennox International has a one year low of $445.63 and a one year high of $682.50. The stock has a market cap of $18.97 billion, a price-to-earnings ratio of 23.72, a P/E/G ratio of 2.36 and a beta of 1.07.

Lennox International (NYSE:LII) last issued its quarterly earnings results on Wednesday, April 23rd. The construction company reported $3.37 EPS for the quarter, beating the consensus estimate of $3.25 by $0.12. Lennox International had a net margin of 15.11% and a return on equity of 126.79%. The company had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $1 billion. During the same period in the prior year, the firm posted $3.47 EPS. The firm’s revenue was up 2.4% compared to the same quarter last year.

Hedge Funds Weigh In On Lennox International

Several institutional investors and hedge funds have recently bought and sold shares of the company. Geode Capital Management LLC boosted its position in shares of Lennox International by 55.7% in the 4th quarter. Geode Capital Management LLC now owns 889,032 shares of the construction company’s stock worth $542,374,000 after purchasing an additional 317,937 shares in the last quarter. GAMMA Investing LLC boosted its holdings in Lennox International by 69,429.8% in the first quarter. GAMMA Investing LLC now owns 356,688 shares of the construction company’s stock worth $200,041,000 after acquiring an additional 356,175 shares in the last quarter. Captrust Financial Advisors grew its stake in shares of Lennox International by 500.0% during the fourth quarter. Captrust Financial Advisors now owns 94,086 shares of the construction company’s stock worth $57,326,000 after acquiring an additional 78,406 shares during the last quarter. Achmea Investment Management B.V. increased its holdings in shares of Lennox International by 22.4% during the first quarter. Achmea Investment Management B.V. now owns 91,338 shares of the construction company’s stock valued at $51,225,000 after acquiring an additional 16,711 shares in the last quarter. Finally, BNP Paribas Financial Markets increased its holdings in shares of Lennox International by 227.4% during the fourth quarter. BNP Paribas Financial Markets now owns 76,149 shares of the construction company’s stock valued at $46,398,000 after acquiring an additional 52,888 shares in the last quarter. 67.07% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CAO Chris Kosel sold 194 shares of the business’s stock in a transaction that occurred on Friday, February 21st. The shares were sold at an average price of $644.20, for a total transaction of $124,974.80. Following the completion of the transaction, the chief accounting officer now owns 1,282 shares in the company, valued at $825,864.40. The trade was a 13.14 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 10.40% of the stock is currently owned by company insiders.

Lennox International Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, May 15th. Stockholders of record on Wednesday, April 30th will be issued a $1.15 dividend. The ex-dividend date is Wednesday, April 30th. This represents a $4.60 dividend on an annualized basis and a dividend yield of 0.86%. Lennox International’s dividend payout ratio is presently 20.50%.

About Lennox International

Lennox International Inc, together with its subsidiaries, designs, manufactures, and markets a range of products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally. The Home Comfort Solutions segment provides furnaces, air conditioners, heat pumps, packaged heating and cooling systems, indoor air quality equipment, comfort control products, and replacement parts and supplies; residential heating, ventilation, cooling equipment, and air conditioning; and evaporator coils and unit heaters under Lennox, Dave Lennox Signature Collection, Armstrong Air, Ducane, AirEase, Concord, MagicPak, Advanced Distributor Products, Allied, Elite Series, Merit Series, Comfort Sync, Healthy Climate, iComfort, ComfortSense, and Lennox Stores name.