William Blair Has Negative Outlook for LII Q2 Earnings

Lennox International, Inc. (NYSE:LII) – Research analysts at William Blair lowered their Q2 2025 earnings per share estimates for shares of Lennox International in a research report issued to clients and investors on Monday, July 14th. William Blair analyst R. Merkel now expects that the construction company will post earnings per share of $6.92 for the quarter, down from their prior estimate of $7.00. 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 Q3 2025 earnings at $7.19 EPS, FY2025 earnings at $22.96 EPS, Q2 2026 earnings at $7.73 EPS and Q4 2026 earnings at $6.12 EPS.

Several other research firms have also recently commented on LII. UBS Group reduced their price target on Lennox International from $625.00 to $570.00 and set a “neutral” rating for the company in a report on Thursday, April 24th. The Goldman Sachs Group raised their price target on Lennox International from $619.00 to $691.00 and gave the company a “buy” rating in a report on Tuesday, July 8th. Wells Fargo & Company raised their price target on Lennox International from $500.00 to $550.00 and gave the company an “underweight” rating in a report on Tuesday, July 1st. Oppenheimer raised Lennox International from a “market perform” rating to an “outperform” rating and set a $600.00 price target for the company in a report on Thursday, April 24th. Finally, Royal Bank Of Canada raised their price target on Lennox International from $580.00 to $582.00 and gave the company a “sector perform” rating in a report on Thursday, April 24th. Four investment analysts have rated the stock with a sell rating, five have given a hold rating and four have given a buy rating to the stock. According to MarketBeat.com, Lennox International currently has an average rating of “Hold” and an average price target of $595.23.

Lennox International Stock Down 1.1%

LII opened at $597.63 on Tuesday. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.43 and a quick ratio of 0.74. The business has a 50 day simple moving average of $576.16 and a 200-day simple moving average of $584.29. The stock has a market capitalization of $21.21 billion, a P/E ratio of 26.63, a P/E/G ratio of 2.10 and a beta of 1.13. Lennox International has a 12 month low of $500.10 and a 12 month high of $682.50.

Lennox International (NYSE:LII) last posted its quarterly earnings data on Wednesday, April 23rd. The construction company reported $3.37 earnings per share for the quarter, topping analysts’ consensus estimates of $3.25 by $0.12. Lennox International had a return on equity of 106.05% and a net margin of 14.96%. The company had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $1 billion. During the same period last year, the firm earned $3.47 EPS. The firm’s revenue for the quarter was up 2.4% on a year-over-year basis.

Hedge Funds Weigh In On Lennox International

Hedge funds and other institutional investors have recently bought and sold shares of the company. City Holding Co. purchased a new position in Lennox International during the first quarter worth $35,000. Sentry Investment Management LLC purchased a new position in Lennox International during the first quarter worth $43,000. Thurston Springer Miller Herd & Titak Inc. increased its position in Lennox International by 175.9% during the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 80 shares of the construction company’s stock worth $46,000 after buying an additional 51 shares in the last quarter. Bessemer Group Inc. increased its position in Lennox International by 50.8% during the fourth quarter. Bessemer Group Inc. now owns 98 shares of the construction company’s stock worth $60,000 after buying an additional 33 shares in the last quarter. Finally, Steph & Co. purchased a new position in Lennox International during the second quarter worth $80,000. 67.07% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Lennox International

In related news, CAO Chris Kosel sold 509 shares of Lennox International stock in a transaction on Wednesday, May 7th. The stock was sold at an average price of $568.05, for a total transaction of $289,137.45. Following the completion of the transaction, the chief accounting officer directly owned 1,582 shares of the company’s stock, valued at approximately $898,655.10. The trade was a 24.34% 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. Corporate insiders own 9.73% of the company’s stock.

Lennox International Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 15th. Investors of record on Friday, May 30th were issued a dividend of $1.30 per share. The ex-dividend date of this dividend was Monday, June 30th. This is a boost from Lennox International’s previous quarterly dividend of $1.15. This represents a $5.20 annualized dividend and a yield of 0.87%. Lennox International’s payout ratio is currently 23.17%.

Lennox International declared that its board has authorized a stock repurchase program on Thursday, May 22nd that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the construction company to reacquire up to 5% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its stock is undervalued.

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.