Equities Analysts Set Expectations for LKQ Q3 Earnings

LKQ Co. (NASDAQ:LKQ) – Equities researchers at Roth Capital reduced their Q3 2025 earnings per share (EPS) estimates for shares of LKQ in a note issued to investors on Tuesday, February 18th. Roth Capital analyst S. Stember now expects that the auto parts company will earn $1.01 per share for the quarter, down from their prior estimate of $1.04. The consensus estimate for LKQ’s current full-year earnings is $3.43 per share. Roth Capital also issued estimates for LKQ’s Q4 2025 earnings at $0.82 EPS, FY2025 earnings at $3.57 EPS and FY2026 earnings at $3.98 EPS.

Several other equities research analysts have also weighed in on the company. Robert W. Baird reduced their price objective on LKQ from $50.00 to $48.00 and set an “outperform” rating for the company in a research note on Friday, October 25th. JPMorgan Chase & Co. raised their price objective on LKQ from $48.00 to $49.00 and gave the stock an “overweight” rating in a research note on Friday. Stifel Nicolaus reduced their target price on LKQ from $53.00 to $47.00 and set a “buy” rating for the company in a report on Friday, October 25th. Barrington Research restated an “outperform” rating and issued a $60.00 target price on shares of LKQ in a report on Thursday. Finally, StockNews.com lowered LKQ from a “buy” rating to a “hold” rating in a report on Thursday. One research analyst has rated the stock with a hold rating and five have issued a buy rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $52.60.

LKQ Stock Performance

Shares of NASDAQ LKQ opened at $40.49 on Thursday. The stock has a fifty day moving average price of $37.63 and a two-hundred day moving average price of $38.76. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.67 and a current ratio of 1.72. The firm has a market cap of $10.53 billion, a P/E ratio of 15.11 and a beta of 1.29. LKQ has a 1 year low of $35.56 and a 1 year high of $53.68.

LKQ (NASDAQ:LKQ) last posted its earnings results on Thursday, February 20th. The auto parts company reported $0.80 EPS for the quarter, beating the consensus estimate of $0.76 by $0.04. The firm had revenue of $3.36 billion for the quarter, compared to analysts’ expectations of $3.42 billion. LKQ had a return on equity of 15.15% and a net margin of 4.90%.

LKQ Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 27th. Shareholders of record on Thursday, March 13th will be issued a dividend of $0.30 per share. The ex-dividend date of this dividend is Thursday, March 13th. This represents a $1.20 annualized dividend and a yield of 2.96%. LKQ’s dividend payout ratio (DPR) is currently 44.78%.

Insider Buying and Selling at LKQ

In other news, Director Dominick P. Zarcone sold 10,000 shares of the firm’s stock in a transaction dated Thursday, February 20th. The stock was sold at an average price of $41.66, for a total value of $416,600.00. Following the sale, the director now directly owns 359,462 shares of the company’s stock, valued at approximately $14,975,186.92. This trade represents a 2.71 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders have sold a total of 20,000 shares of company stock worth $781,500 over the last three months. Corporate insiders own 0.55% of the company’s stock.

Institutional Investors Weigh In On LKQ

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Fuller & Thaler Asset Management Inc. acquired a new stake in LKQ during the fourth quarter valued at approximately $165,548,000. EdgePoint Investment Group Inc. bought a new position in shares of LKQ in the fourth quarter valued at approximately $160,339,000. Norges Bank bought a new position in LKQ in the 4th quarter worth approximately $119,395,000. Clarkston Capital Partners LLC bought a new position in LKQ in the 4th quarter worth approximately $91,678,000. Finally, Eminence Capital LP bought a new position in LKQ in the 4th quarter worth approximately $68,944,000. 95.63% of the stock is owned by institutional investors and hedge funds.

About LKQ

LKQ Corporation engages in the distribution of replacement parts, components, and systems used in the repair and maintenance of vehicles and specialty vehicle aftermarket products and accessories. It operates through four segments: Wholesale-North America, Europe, Specialty, and Self Service. The company distributes bumper covers, automotive body panels, and lights, as well as mechanical automotive parts and accessories; salvage products, including mechanical and collision parts comprising engines; transmissions; door assemblies; sheet metal products, such as trunk lids, fenders, and hoods; lights and bumper assemblies; scrap metal and other materials to metals recyclers; and brake pads, discs and sensors, clutches, steering and suspension products, filters, and oil and automotive fluids, as well as electrical products, including spark plugs and batteries.