Key Points
- Insider sale: CAO Chris Kosel sold 971 shares on May 6 at an average of $544.80 for $529,000.80, trimming his holding by about 47% to 1,090 shares, as disclosed in an SEC Form 4.
- Earnings beat and guidance: Lennox reported Q earnings of $3.35 EPS (vs. $3.16 est.) and $1.14B revenue (vs. $1.07B est.), with revenue up 5.8% YoY and FY2026 EPS guidance set at $23.50–25.00 (analyst average ~24.28).
- Valuation and sentiment: The company has a $18.31B market cap, P/E of 23.69, 52‑week range $434.06–$689.44, a $1.30 quarterly dividend (≈1.0% yield), and mixed analyst coverage (average rating "Hold", target ~$575.46).
Lennox International, Inc. (NYSE:LII - Get Free Report) CAO Chris Kosel sold 971 shares of the business's stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $544.80, for a total transaction of $529,000.80. Following the sale, the chief accounting officer owned 1,090 shares of the company's stock, valued at $593,832. This trade represents a 47.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link.
Lennox International Stock Performance
Shares of NYSE LII opened at $526.29 on Friday. The firm has a 50 day moving average of $496.37 and a 200 day moving average of $502.91. The company has a current ratio of 1.57, a quick ratio of 0.64 and a debt-to-equity ratio of 0.94. The firm has a market capitalization of $18.31 billion, a price-to-earnings ratio of 23.69, a price-to-earnings-growth ratio of 2.08 and a beta of 1.22. Lennox International, Inc. has a 12-month low of $434.06 and a 12-month high of $689.44.
Lennox International (NYSE:LII - Get Free Report) last announced its earnings results on Wednesday, April 29th. The construction company reported $3.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.16 by $0.19. The company had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.07 billion. Lennox International had a net margin of 14.89% and a return on equity of 73.27%. The firm's quarterly revenue was up 5.8% compared to the same quarter last year. During the same period in the previous year, the business posted $3.63 earnings per share. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS. On average, research analysts anticipate that Lennox International, Inc. will post 24.28 earnings per share for the current year.
Lennox International Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 1.0%. The ex-dividend date was Tuesday, March 31st. Lennox International's payout ratio is 23.40%.
Lennox International News Summary
Here are the key news stories impacting Lennox International this week:
- Positive Sentiment: Analysts raised near‑term EPS for several quarters — KeyCorp and Wolfe made upward revisions to Q2/Q3 2026 and to portions of 2027 (e.g., KeyCorp bumped Q2 2026 and parts of 2027; Wolfe raised Q2 2026 and Q1 2027). These increases suggest stronger near‑term demand/earnings momentum, which is supportive for the stock. MarketBeat LII coverage
- Neutral Sentiment: Lennox presented at Oppenheimer’s Industrial Growth virtual conference (transcript available). Investor presentations can improve visibility and provide color on demand trends and margins, but unless new guidance or material disclosures were made, this is informational rather than immediately market‑moving. Oppenheimer conference transcript
- Negative Sentiment: Insider sale: CAO Chris Kosel sold 971 shares at an average $544.80 (~$529k) and trimmed his holding by ~47%. Large insider selling can be perceived negatively by investors as signal of reduced insider conviction (even if for personal reasons). SEC filing: Form 4
- Negative Sentiment: Offsetting analyst cuts: KeyCorp and Wolfe made several downward tweaks (small reductions to Q4 2026, Q4/Q1/Q3 2027 estimates and slight trims to FY2026/2027). These modest cuts to some quarters and FY numbers can temper sentiment and cap upside, particularly when paired with insider selling. MarketBeat LII coverage
Hedge Funds Weigh In On Lennox International
Several large investors have recently added to or reduced their stakes in LII. Root Financial Partners LLC purchased a new position in Lennox International during the third quarter valued at approximately $28,000. Huntington National Bank lifted its holdings in Lennox International by 51.8% during the fourth quarter. Huntington National Bank now owns 85 shares of the construction company's stock valued at $41,000 after purchasing an additional 29 shares in the last quarter. Covestor Ltd lifted its holdings in Lennox International by 217.2% during the third quarter. Covestor Ltd now owns 92 shares of the construction company's stock valued at $48,000 after purchasing an additional 63 shares in the last quarter. MUFG Securities EMEA plc purchased a new position in Lennox International during the second quarter valued at approximately $54,000. Finally, Bessemer Group Inc. lifted its holdings in Lennox International by 52.8% during the third quarter. Bessemer Group Inc. now owns 110 shares of the construction company's stock valued at $59,000 after purchasing an additional 38 shares in the last quarter. Hedge funds and other institutional investors own 67.07% of the company's stock.
Wall Street Analyst Weigh In
Several brokerages recently issued reports on LII. William Blair restated an "outperform" rating on shares of Lennox International in a research report on Thursday, March 5th. Royal Bank Of Canada boosted their target price on shares of Lennox International from $485.00 to $579.00 and gave the company a "sector perform" rating in a research report on Thursday, April 30th. Wells Fargo & Company lifted their price target on shares of Lennox International from $480.00 to $555.00 and gave the company an "equal weight" rating in a report on Thursday, April 30th. Morgan Stanley lowered their price target on shares of Lennox International from $475.00 to $450.00 and set an "underweight" rating on the stock in a report on Monday, February 2nd. Finally, Vertical Research raised shares of Lennox International from a "hold" rating to a "buy" rating and set a $600.00 price target on the stock in a report on Thursday, April 30th. Five analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Lennox International presently has an average rating of "Hold" and an average target price of $575.46.
Check Out Our Latest Analysis on Lennox International
About Lennox International
(
Get Free Report)
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.
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