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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
101% more call options, than puts
Call options by funds: $26.8M | Put options by funds: $13.4M
10% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 77
1.66% more ownership
Funds ownership: 73.63% [Q1] → 75.29% (+1.66%) [Q2]
4% more capital invested
Capital invested by funds: $14.7B [Q1] → $15.3B (+$632M) [Q2]
2% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 224
1% less funds holding
Funds holding: 628 [Q1] → 624 (-4) [Q2]
36% less funds holding in top 10
Funds holding in top 10: 11 [Q1] → 7 (-4) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
|
Oppenheimer
Noah Kaye
|
$675
|
Outperform
Maintained
|
17 Sep 2025 |
|
Barclays
Julian Mitchell
|
$730
|
Overweight
Maintained
|
16 Sep 2025 |
|
UBS
Damian Karas
|
$676
|
Neutral
Maintained
|
28 Jul 2025 |
|
Wells Fargo
Joseph O'Dea
|
$675
|
Underweight
Maintained
|
24 Jul 2025 |
|
Baird
Timothy Wojs
|
$668
|
Neutral
Maintained
|
17 Jul 2025 |
|
Goldman Sachs
Joe Ritchie
|
$691
|
Buy
Maintained
|
8 Jul 2025 |
Financial journalist opinion
Based on 3 articles about LII published over the past 30 days
