Jones Financial Companies Lllp Has $855,000 Stock Position in Lithia Motors, Inc. $LAD

Jones Financial Companies Lllp lifted its position in Lithia Motors, Inc. (NYSE:LAD) by 184.8% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,680 shares of the company’s stock after buying an additional 1,739 shares during the quarter. Jones Financial Companies Lllp’s holdings in Lithia Motors were worth $855,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in LAD. Norges Bank acquired a new position in Lithia Motors in the 2nd quarter worth approximately $148,540,000. Hennessy Advisors Inc. purchased a new stake in shares of Lithia Motors in the third quarter valued at $39,342,000. River Road Asset Management LLC boosted its position in shares of Lithia Motors by 26.4% in the second quarter. River Road Asset Management LLC now owns 412,516 shares of the company’s stock worth $139,356,000 after buying an additional 86,121 shares during the period. Bank of America Corp DE grew its holdings in shares of Lithia Motors by 57.5% during the second quarter. Bank of America Corp DE now owns 197,417 shares of the company’s stock valued at $66,691,000 after buying an additional 72,061 shares in the last quarter. Finally, Ameriprise Financial Inc. grew its holdings in shares of Lithia Motors by 42.0% during the second quarter. Ameriprise Financial Inc. now owns 187,997 shares of the company’s stock valued at $63,514,000 after buying an additional 55,631 shares in the last quarter.

More Lithia Motors News

Here are the key news stories impacting Lithia Motors this week:

• Positive Sentiment: Company highlights and capital return: Lithia reported record full‑year revenue and disclosed heavy buybacks (about $947M repurchased in 2025, ~11.4% of shares outstanding) and announced a quarterly dividend, all supportive for shareholder value. PR Newswire – Q4 & Full Year Results
• Positive Sentiment: Aftermarket and used-vehicle strength: Used revenue rose and aftersales delivered double-digit same-store gross profit growth, which helps margins and recurring revenue resilience vs. new-vehicle cyclicality. PR Newswire – Q4 & Full Year Results
• Neutral Sentiment: Analyst price target moves: JPMorgan trimmed its PT to $350 but kept an overweight rating; Wells Fargo trimmed its PT to $355 and set an equal-weight rating — both PTs still imply upside from current levels, so these are mixed signals. Benzinga – Analyst PTs
• Neutral Sentiment: Coverage and transcripts: Multiple outlets published the earnings call transcript, slide deck and valuation pieces — useful for investors digging into guidance, margin drivers and acquisition impact. Seeking Alpha – Earnings Call Transcript
• Negative Sentiment: Earnings miss: Q4 EPS was $6.74 vs. Street $8.09 consensus (and vs. $7.79 a year ago), a significant miss that likely drove near‑term selling pressure. Zacks – Q4 Earnings Miss
• Negative Sentiment: Revenue and unit trends mixed: Q4 revenue was essentially flat year‑over‑year (new vehicle sales declined while used and aftersales rose), and some headlines framed it as missing expectations — raising concerns about margin leverage and growth trajectory. MarketBeat – Q4 Results Summary

Insiders Place Their Bets

In other Lithia Motors news, Director Congdon Stacy Loretz sold 75 shares of the business’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $360.00, for a total value of $27,000.00. Following the completion of the sale, the director owned 1,810 shares of the company’s stock, valued at $651,600. The trade was a 3.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.87% of the stock is currently owned by company insiders.

Lithia Motors Trading Down 5.2%

NYSE:LAD opened at $303.59 on Friday. The company has a market capitalization of $7.36 billion, a P/E ratio of 9.45 and a beta of 1.20. The stock’s 50 day moving average price is $334.00 and its 200 day moving average price is $320.82. The company has a debt-to-equity ratio of 1.46, a quick ratio of 0.30 and a current ratio of 1.17. Lithia Motors, Inc. has a 52 week low of $262.10 and a 52 week high of $389.61.

Lithia Motors (NYSE:LAD) last posted its earnings results on Wednesday, February 11th. The company reported $6.74 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $8.09 by ($1.35). Lithia Motors had a net margin of 2.18% and a return on equity of 12.76%. The business had revenue of $9.20 billion during the quarter, compared to analyst estimates of $9.19 billion. During the same quarter last year, the firm earned $7.79 earnings per share. Lithia Motors’s revenue was up .3% compared to the same quarter last year. On average, research analysts forecast that Lithia Motors, Inc. will post 34.45 EPS for the current fiscal year.

Lithia Motors Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be given a dividend of $0.55 per share. This represents a $2.20 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Friday, March 6th. Lithia Motors’s dividend payout ratio is presently 6.37%.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the company. JPMorgan Chase & Co. reduced their price objective on Lithia Motors from $355.00 to $350.00 and set an “overweight” rating for the company in a research note on Thursday. Barclays reduced their price target on shares of Lithia Motors from $410.00 to $390.00 and set an “overweight” rating for the company in a research report on Wednesday, January 21st. Wells Fargo & Company lowered their price objective on shares of Lithia Motors from $358.00 to $355.00 and set an “equal weight” rating on the stock in a research report on Thursday. Benchmark reiterated a “buy” rating on shares of Lithia Motors in a research report on Thursday, October 23rd. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Lithia Motors in a research note on Thursday, January 22nd. Eight research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Lithia Motors presently has a consensus rating of “Moderate Buy” and a consensus target price of $389.90.

About Lithia Motors

Lithia Motors, Inc is an American automotive retailer headquartered in Medford, Oregon. Founded in 1946 as a small auto body and glass shop, the company has grown through organic expansion and strategic acquisitions to become one of the largest automotive retail networks in North America. Lithia operates dealerships across the United States and Canada, offering a broad portfolio of new and pre-owned vehicles from more than 40 different manufacturers.

The company’s core business activities include vehicle sales, financing, insurance, parts and service.