Key Points
- Insider Ryan Richard Smith sold 20,000 shares at an average price of $147.81 for about $2.96 million, reducing his holdings to 10,092 shares (a 66.46% decrease).
- There was a clustered insider sell-off this week totaling roughly 90,000 shares (CEO Jason Lippert ~50,000 plus other insiders ~40,000), which could pressure near-term sentiment despite solid fundamentals.
- LCI reported a quarter of $0.89 EPS (vs. $0.69 expected) and $932.7M revenue, and issued FY2026 guidance of $8.25–9.25 EPS, indicating strong operating results.
LCI Industries (NYSE:LCII - Get Free Report) CEO Jason Lippert sold 10,000 shares of the firm's stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $142.76, for a total transaction of $1,427,600.00. Following the completion of the sale, the chief executive officer owned 334,973 shares in the company, valued at approximately $47,820,745.48. The trade was a 2.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.
Jason Lippert also recently made the following trade(s):
- On Monday, February 23rd, Jason Lippert sold 30,000 shares of LCI Industries stock. The stock was sold at an average price of $145.03, for a total transaction of $4,350,900.00.
- On Friday, February 20th, Jason Lippert sold 10,000 shares of LCI Industries stock. The shares were sold at an average price of $148.01, for a total transaction of $1,480,100.00.
LCI Industries Stock Performance
NYSE LCII opened at $141.25 on Wednesday. The firm's fifty day moving average price is $138.96 and its two-hundred day moving average price is $115.50. The stock has a market cap of $3.42 billion, a PE ratio of 18.71 and a beta of 1.32. LCI Industries has a fifty-two week low of $72.31 and a fifty-two week high of $159.66. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.14 and a current ratio of 2.85.
LCI Industries (NYSE:LCII - Get Free Report) last announced its quarterly earnings results on Wednesday, February 18th. The company reported $0.89 EPS for the quarter, beating analysts' consensus estimates of $0.69 by $0.20. The company had revenue of $932.70 million during the quarter, compared to analysts' expectations of $913.04 million. LCI Industries had a return on equity of 13.55% and a net margin of 4.57%.During the same period in the prior year, the company earned $0.37 EPS. LCI Industries has set its FY 2026 guidance at 8.250-9.25 EPS. On average, equities analysts expect that LCI Industries will post 6.76 EPS for the current fiscal year.
Institutional Investors Weigh In On LCI Industries
Several large investors have recently modified their holdings of the company. Quadrant Capital Group LLC raised its stake in LCI Industries by 3.2% during the fourth quarter. Quadrant Capital Group LLC now owns 2,310 shares of the company's stock worth $280,000 after buying an additional 71 shares during the last quarter. CIBC Asset Management Inc grew its holdings in LCI Industries by 3.3% during the 4th quarter. CIBC Asset Management Inc now owns 2,402 shares of the company's stock worth $291,000 after acquiring an additional 76 shares during the period. Huntington National Bank raised its position in shares of LCI Industries by 79.8% in the 4th quarter. Huntington National Bank now owns 205 shares of the company's stock worth $25,000 after acquiring an additional 91 shares in the last quarter. Oregon Public Employees Retirement Fund lifted its stake in shares of LCI Industries by 1.8% in the 4th quarter. Oregon Public Employees Retirement Fund now owns 5,559 shares of the company's stock valued at $675,000 after purchasing an additional 100 shares during the period. Finally, Arizona State Retirement System boosted its position in shares of LCI Industries by 1.4% during the 3rd quarter. Arizona State Retirement System now owns 7,468 shares of the company's stock valued at $696,000 after purchasing an additional 103 shares in the last quarter. 99.71% of the stock is currently owned by institutional investors and hedge funds.
Key LCI Industries News
Here are the key news stories impacting LCI Industries this week:
- Positive Sentiment: Zacks named LCII among three auto OEMs seeing upward earnings-estimate revisions despite a tougher 2026 outlook — analyst estimate momentum can support the stock multiple and investor confidence. 3 Top Auto OEM Stocks With Solid Estimates Revision in a Tough Scenario
- Positive Sentiment: LCI announced it will participate in upcoming investor conferences — increased management access and investor visibility may help reinforce guidance and attract new buyers. LCI Industries Announces Participation in Upcoming Investor Conferences
- Negative Sentiment: Significant insider selling this week: CEO Jason Lippert sold a total of ~50,000 shares across Feb. 20–24 (SEC filing). Other insiders (Jamie Schnur and Ryan R. Smith) also sold ~40,000 combined — collectively ~90,000 shares, representing several million dollars of sales. Large, clustered insider sales can sap near-term sentiment even when fundamentals are solid; filings: CEO/insider SEC forms linked below. CEO Form 4 Jamie Schnur Form 4 Ryan Smith Form 4
Analysts Set New Price Targets
A number of research analysts recently issued reports on LCII shares. BMO Capital Markets reiterated a "market perform" rating and issued a $155.00 price objective on shares of LCI Industries in a report on Wednesday, February 18th. Zacks Research raised shares of LCI Industries from a "hold" rating to a "strong-buy" rating in a research note on Friday, February 20th. Roth Mkm reissued a "neutral" rating and issued a $164.00 price objective on shares of LCI Industries in a research note on Thursday, February 19th. Wall Street Zen upgraded LCI Industries from a "buy" rating to a "strong-buy" rating in a report on Saturday, February 14th. Finally, Benchmark lifted their target price on LCI Industries from $130.00 to $175.00 and gave the stock a "buy" rating in a report on Thursday, February 19th. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Hold" and an average price target of $156.67.
View Our Latest Stock Report on LCII
LCI Industries Company Profile
(
Get Free Report)
LCI Industries is a publicly traded manufacturer specializing in engineered components and systems for the recreation vehicle (RV), marine and housing industries. The company develops and supplies a diverse range of products designed to enhance comfort, convenience and functionality in mobile and leisure applications. LCI Industries serves original equipment manufacturers (OEMs) and aftermarket customers throughout North America.
The company’s core offerings include power conversion and control systems, slideout mechanisms, entry and docking products, seating and furniture solutions, as well as window and door assemblies.
Further Reading
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