Lennox International
About: Lennox International manufactures and distributes heating, ventilating, air conditioning, and refrigeration products to replacement (75% of sales) and new construction (25% of sales) markets. In fiscal 2024, residential HVAC was 67% of sales and commercial HVAC and Heatcraft refrigeration was 33% of sales. The company goes to market with multiple brands, but Lennox is the company's flagship HVAC brand. The Texas-based company is focused on North America after the sale of its European HVAC and refrigeration businesses in late 2023.
Employees: 14,200
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
10% more funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 11 (+1) [Q1 2025]
1.19% more ownership
Funds ownership: 72.3% [Q4 2024] → 73.5% (+1.19%) [Q1 2025]
6% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 86
8% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 237
2% less funds holding
Funds holding: 633 [Q4 2024] → 621 (-12) [Q1 2025]
8% less capital invested
Capital invested by funds: $16B [Q4 2024] → $14.7B (-$1.33B) [Q1 2025]
54% less call options, than puts
Call options by funds: $30.7M | Put options by funds: $67M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$450
16%
downside
Avg. target
$564
5%
upside
High target
$696
29%
upside
7 analyst ratings
1 positive
14%
3 neutral
43%
3 negative
43%
JP Morgan Stephen Tusa | 2%upside $549 | Underweight Maintained | 16 May 2025 |
Barclays Julian Mitchell | 29%upside $696 | Overweight Maintained | 24 Apr 2025 |
RBC Capital Deane Dray | 8%upside $582 | Sector Perform Maintained | 24 Apr 2025 |
UBS Damian Karas | 6%upside $570 | Neutral Maintained | 24 Apr 2025 |
Wells Fargo Joseph O'Dea | 7%downside $500 | Underweight Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 7 articles about LII published over the past 30 days
Positive
MarketBeat
1 week ago
These 3 Stocks Are Buying Back Billions in Shares
As market volatility and sector rotations persist in 2025, companies sitting on strong balance sheets are leaning into one of the most shareholder-friendly strategies available: stock buybacks. A wave of fresh repurchase authorizations has hit the tape in recent weeks, signaling confidence from management teams about the future of their businesses and the current undervaluation of their stocks.
Positive
Seeking Alpha
1 week ago
Caterpillar To Lead Dividend Increases In June As Lowe's Boosted Payout At End Of May
Dividend growth remains robust for select companies, with Casey's, Oil-Dri, and Matson poised for double-digit increases based on strong earnings and expansion. Caterpillar and Kroger are expected to deliver mid-to-high single-digit dividend hikes, reflecting solid but moderating earnings and macroeconomic headwinds. Target and John Wiley will likely announce minimal dividend increases, as flat sales and earnings pressure payout growth, but their long streaks of increases remain intact.
Negative
Zacks Investment Research
2 weeks ago
Watch 4 Stocks That Recently Declared Dividends Amid Market Volatility
TD, MAR, LII and RL just raised dividends, offering income stability as markets remain volatile amid trade tensions and rate cut uncertainty.
Neutral
PRNewsWire
2 weeks ago
Lennox and Ariston Group Announce Joint Venture to Launch Water Heaters in North America
The partnership combines Lennox's strength in residential distribution and customer relationships with Ariston Group's advanced water heating technology and manufacturing footprint, to launch water heaters that will carry the Lennox brands. DALLAS , May 27, 2025 /PRNewswire/ -- Lennox (NYSE: LII), a leader of innovative climate solutions in the HVACR industry, and Ariston Group (Bloomberg: ARIS IM), a global leader in sustainable climate and water comfort, have entered into a joint venture that will bring a competitive product portfolio of residential water heaters to homeowners in the United States and Canada.
Neutral
PRNewsWire
2 weeks ago
Lennox Appoints Tracy Embree to Board of Directors
DALLAS , May 27, 2025 /PRNewswire/ -- Lennox (NYSE: LII) announced today the appointment of Tracy Embree to its board of directors, effective May 22, 2025. Ms. Embree is the former President of Otis Americas, the world's leading elevator and escalator manufacturing, installation, and service company.
Neutral
PRNewsWire
3 weeks ago
Lennox Increases Quarterly Dividend and Stock Repurchase Authorization
DALLAS , May 22, 2025 /PRNewswire/ -- The board of directors at Lennox (NYSE: LII), a leader in energy-efficient climate-control solutions, approved a 13% increase in the quarterly dividend from $1.15 to $1.30 per share of common stock, payable July 15, 2025, to stockholders of record as of June 30, 2025. The Lennox Board of Directors also approved a $1 billion increase to its existing stock repurchase authorization, in addition to approximately $290 million remaining under prior authorizations as of May 12, 2025.
Positive
The Motley Fool
3 weeks ago
3 Growth Stocks to Buy and Hold Forever
The best method to grow your wealth over the long term is to invest in promising growth stocks. These companies should have the capability to continue growing their revenue, profits, and free cash flow over years, if not decades.
Neutral
PRNewsWire
1 month ago
Lennox Calls on Communities to Nominate Local Heroes for the 2025 Feel The Love® Program
Now through August 31, community members are encouraged to submit nominations for deserving individuals who could benefit from a donated HVAC system. DALLAS , May 1, 2025 /PRNewswire/ -- Lennox (NYSE: LII), a leading provider of innovative home comfort solutions, announced that nominations are open for its Feel The Love program, sponsored by the LII Lennox Foundation.
Positive
Seeking Alpha
1 month ago
Lennox: Pricing Increases, Market Share Gains, And Easing Margin Headwinds Should Drive Upside
Lennox International Inc. is well-positioned with strong replacement demand in HCS and BCS segments, benefiting from higher-priced low-GWP (R-454B) products despite near-term new construction headwinds. The company's margins faced temporary pressures from tariffs and factory inefficiencies, but are expected to improve with pricing increases and reduced China cost exposure. LII stock trades at a discount to historical averages, with favorable near and long-term growth prospects.
Neutral
Seeking Alpha
1 month ago
Lennox International Inc. (LII) Q1 2025 Earnings Call Transcript
Lennox International Inc. (NYSE:LII ) Q1 2025 Earnings Conference Call April 23, 2025 9:30 AM ET Company Participants Chelsey Pulcheon - IR Alok Maskara - CEO Michael Quenzer - CFO Conference Call Participants Ryan Merkel - William Blair Tommy Moll - Stephens Jeff Hammond - KeyBanc Joe O'Dea - Wells Fargo Joe Ritchie - Goldman Sachs Nigel Coe - Wolfe Research Julian Mitchell - Barclays Jeff Sprague - Vertical Research Noah Kaye - Oppenheimer Chris Snyder - Morgan Stanley Brett Linzey - Mizuho Deane Dray - RBC Capital Markets Nicole DeBlase - Deutsche Bank Steve Tusa - JPMorgan Damian Karas - UBS Operator Welcome to the Lennox First Quarter Earnings Conference Call. All lines are currently in listen-only mode, and there will be a question-and-answer session at the end of the presentation.
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