Analysts Set Price Target of $593 for Lennox International Shares

Shares of Lennox International, Inc. (NYSE:LII) have received an average rating of “Hold” from fifteen analysts actively covering the stock, according to data from MarketBeat. Among these analysts, two have assigned a sell rating, nine have issued a hold rating, and four have provided a buy rating. The consensus twelve-month price target for Lennox International is set at $593.00.

Several financial analysts have recently revised their ratings and price targets for Lennox International. On January 7, Barclays lowered its price target from $680.00 to $667.00 while maintaining an “overweight” rating. Conversely, Wolfe Research upgraded Lennox from an “underperform” to a “peer perform” rating on November 13. Additionally, Royal Bank of Canada reduced its target price from $563.00 to $534.00, rating the company as “sector perform” on January 29. Morgan Stanley also adjusted its target down from $475.00 to $450.00, issuing an “underweight” rating on February 2. UBS Group initiated coverage with a “neutral” rating and a price target of $530.00 on January 5.

Institutional Investment Movements

Recent reports indicate shifts in institutional investment for Lennox International. AdvisorShares Investments LLC acquired a new position valued at approximately $25,000 during the second quarter. Similarly, Root Financial Partners LLC purchased a stake worth $28,000 in the third quarter. Huntington National Bank increased its holdings by 51.8%, now owning 85 shares valued at $41,000 after acquiring an additional 29 shares. Covestor Ltd expanded its position by 217.2%, now holding 92 shares valued at $48,000. Additionally, MUFG Securities EMEA plc made a new investment of around $54,000 in the second quarter. Currently, institutional investors own approximately 67.07% of Lennox International’s stock.

Recent Financial Performance

On January 28, Lennox International reported its latest quarterly earnings, revealing an earnings per share (EPS) of $4.45, which fell short of the consensus estimate of $4.76 by $0.31. The company experienced a net margin of 15.13% and a return on equity of 80.23%. Revenue for the quarter totaled $1.20 billion, below analysts’ expectations of $1.27 billion, marking an 11.2% decline from the same period last year when the company reported a $5.60 EPS.

Lennox International has provided guidance for the fiscal year 2026, projecting an EPS range of $23.500 to $25.000. Analysts predict an average EPS of $22.94 for the current fiscal year.

The company also declared a quarterly dividend of $1.30 per share, which was paid on January 15. This results in an annualized dividend of $5.20 and a yield of 0.9%. The ex-dividend date was set for December 31, with the current dividend payout ratio at 23.38%.

Lennox International is a prominent global manufacturer of climate control products, focusing on heating, ventilation, and air conditioning (HVAC) markets. Founded in 1895, the company designs and produces a variety of products including furnaces, air conditioners, heat pumps, and related controls. With operations primarily in North America, Lennox continues to expand its market presence globally.