William Blair Issues Optimistic Outlook for LII Earnings

Lennox International Inc. (NYSE:LII) – Equities research analysts at William Blair raised their Q3 2025 earnings per share (EPS) estimates for Lennox International in a research note issued to investors on Wednesday, April 9th. William Blair analyst R. Merkel now anticipates that the construction company will post earnings of $7.59 per share for the quarter, up from their prior forecast of $7.57. 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 Q4 2025 earnings at $5.41 EPS, Q1 2026 earnings at $4.16 EPS, Q2 2026 earnings at $7.82 EPS, Q3 2026 earnings at $8.13 EPS, Q4 2026 earnings at $6.04 EPS and FY2027 earnings at $28.19 EPS.

Several other analysts have also weighed in on LII. Morgan Stanley assumed coverage on Lennox International in a report on Monday, January 6th. They set an “underweight” rating and a $595.00 price objective on the stock. Barclays raised Lennox International from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $665.00 to $702.00 in a research note on Wednesday, February 26th. Stephens reaffirmed an “overweight” rating and issued a $750.00 price target on shares of Lennox International in a research note on Friday, March 7th. Mizuho lowered Lennox International from an “outperform” rating to a “neutral” rating and decreased their price target for the company from $675.00 to $625.00 in a research note on Thursday, January 30th. Finally, Royal Bank of Canada boosted their price target on Lennox International from $617.00 to $642.00 and gave the company a “sector perform” rating in a research note on Thursday, January 30th. Four research analysts have rated the stock with a sell rating, five have given a hold rating and four have issued a buy rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $606.15.

Lennox International Stock Up 9.9 %

Shares of LII stock opened at $561.18 on Thursday. The stock’s 50 day simple moving average is $584.21 and its 200 day simple moving average is $611.74. The company has a debt-to-equity ratio of 0.98, a quick ratio of 0.90 and a current ratio of 1.43. Lennox International has a twelve month low of $445.63 and a twelve month high of $682.50. The company has a market capitalization of $19.97 billion, a price-to-earnings ratio of 24.90, a PEG ratio of 2.36 and a beta of 1.07.

Lennox International (NYSE:LII) last announced its quarterly earnings data on Wednesday, January 29th. The construction company reported $5.60 EPS for the quarter, topping analysts’ consensus estimates of $4.12 by $1.48. Lennox International had a return on equity of 126.79% and a net margin of 15.11%.

Lennox International Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, May 15th. Shareholders of record on Wednesday, April 30th will be issued a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a dividend yield of 0.82%. The ex-dividend date is Wednesday, April 30th. Lennox International’s dividend payout ratio is presently 20.41%.

Insider Buying and Selling at Lennox International

In other Lennox International news, CAO Chris Kosel sold 194 shares of Lennox International stock in a transaction dated Friday, February 21st. The stock was sold at an average price of $644.20, for a total transaction of $124,974.80. Following the transaction, the chief accounting officer now directly owns 1,282 shares of the company’s stock, valued at approximately $825,864.40. The trade was a 13.14 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 10.40% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Harbor Capital Advisors Inc. increased its position in Lennox International by 3.0% in the 4th quarter. Harbor Capital Advisors Inc. now owns 681 shares of the construction company’s stock valued at $415,000 after buying an additional 20 shares in the last quarter. Tilia Fiduciary Partners Inc. boosted its stake in Lennox International by 0.7% during the 4th quarter. Tilia Fiduciary Partners Inc. now owns 4,628 shares of the construction company’s stock valued at $2,820,000 after purchasing an additional 30 shares during the last quarter. Bessemer Group Inc. boosted its stake in Lennox International by 50.8% during the 4th quarter. Bessemer Group Inc. now owns 98 shares of the construction company’s stock valued at $60,000 after purchasing an additional 33 shares during the last quarter. Wilmington Savings Fund Society FSB acquired a new position in Lennox International during the 3rd quarter valued at about $27,000. Finally, Private Trust Co. NA boosted its stake in Lennox International by 62.5% during the 4th quarter. Private Trust Co. NA now owns 117 shares of the construction company’s stock valued at $71,000 after purchasing an additional 45 shares during the last quarter. 67.07% of the stock is owned by institutional investors.

Lennox International Company Profile

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.