Roth Capital Has Pessimistic Outlook of LKQ Q2 Earnings

LKQ Co. (NASDAQ:LKQ) – Equities researchers at Roth Capital dropped their Q2 2025 earnings per share estimates for LKQ in a report released on Friday, February 21st. Roth Capital analyst S. Stember now forecasts that the auto parts company will post earnings per share of $0.96 for the quarter, down from their prior estimate of $0.99. The consensus estimate for LKQ’s current full-year earnings is $3.57 per share. Roth Capital also issued estimates for LKQ’s Q3 2025 earnings at $0.98 EPS, Q1 2026 earnings at $0.90 EPS, Q2 2026 earnings at $1.09 EPS, Q3 2026 earnings at $1.03 EPS and Q4 2026 earnings at $0.96 EPS.

LKQ (NASDAQ:LKQ) last released its earnings results on Thursday, February 20th. The auto parts company reported $0.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.76 by $0.04. The firm had revenue of $3.36 billion during the quarter, compared to analyst estimates of $3.42 billion. LKQ had a return on equity of 14.93% and a net margin of 4.81%.

LKQ has been the subject of a number of other reports. JPMorgan Chase & Co. lifted their price target on LKQ from $48.00 to $49.00 and gave the stock an “overweight” rating in a report on Friday. Barrington Research reaffirmed an “outperform” rating and set a $60.00 price target on shares of LKQ in a report on Thursday. Finally, StockNews.com downgraded LKQ from a “buy” rating to a “hold” rating in a report on Thursday. One investment analyst has rated the stock with a hold rating and five have given a buy rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $52.60.

LKQ Trading Down 3.0 %

NASDAQ:LKQ opened at $40.49 on Monday. The firm has a market cap of $10.53 billion, a PE ratio of 15.45 and a beta of 1.29. The stock has a fifty day moving average price of $37.63 and a 200 day moving average price of $38.76. LKQ has a 12-month low of $35.56 and a 12-month high of $53.68. The company has a current ratio of 1.71, a quick ratio of 0.67 and a debt-to-equity ratio of 0.68.

Institutional Trading of LKQ

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. University of Texas Texas AM Investment Management Co. acquired a new stake in shares of LKQ during the fourth quarter worth about $3,037,000. Vise Technologies Inc. acquired a new position in LKQ in the 4th quarter valued at about $281,000. Ananym Capital Management LP acquired a new position in LKQ in the 4th quarter valued at about $23,910,000. PharVision Advisers LLC acquired a new position in LKQ in the 4th quarter valued at about $356,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in LKQ by 6.7% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,566,608 shares of the auto parts company’s stock valued at $94,323,000 after acquiring an additional 160,298 shares during the period. Institutional investors and hedge funds own 95.63% of the company’s stock.

Insider Transactions at LKQ

In other news, Director Dominick P. Zarcone sold 10,000 shares of LKQ stock in a transaction dated Thursday, February 20th. The stock was sold at an average price of $41.66, for a total transaction of $416,600.00. Following the sale, the director now owns 359,462 shares in the company, valued at approximately $14,975,186.92. The trade was a 2.71 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last 90 days, insiders have sold 20,000 shares of company stock worth $781,500. Corporate insiders own 0.55% of the company’s stock.

LKQ Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 27th. Stockholders of record on Thursday, March 13th will be given a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 2.96%. The ex-dividend date is Thursday, March 13th. LKQ’s dividend payout ratio (DPR) is currently 45.80%.

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.