Lennox International (NYSE:LII) Releases FY 2026 Earnings Guidance

Lennox International (NYSE:LII) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 23.500-25.000 for the period, compared to the consensus estimate of 24.180. The company issued revenue guidance of -.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the company. JPMorgan Chase & Co. boosted their price objective on Lennox International from $493.00 to $541.00 and gave the stock an “underweight” rating in a report on Friday, January 16th. Vertical Research upgraded Lennox International from a “hold” rating to a “buy” rating and set a $600.00 price objective for the company in a report on Thursday. Wells Fargo & Company boosted their price objective on Lennox International from $480.00 to $555.00 and gave the stock an “equal weight” rating in a report on Thursday. Royal Bank Of Canada boosted their target price on shares of Lennox International from $485.00 to $579.00 and gave the company a “sector perform” rating in a research report on Thursday. Finally, UBS Group began coverage on shares of Lennox International in a research report on Monday, January 5th. They issued a “neutral” rating and a $530.00 target price for the company. Five analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $575.46.

Lennox International Trading Up 3.4%

LII opened at $535.39 on Friday. Lennox International has a twelve month low of $434.06 and a twelve month high of $689.44. The company has a 50-day simple moving average of $498.07 and a 200 day simple moving average of $503.16. The company has a quick ratio of 0.63, a current ratio of 1.57 and a debt-to-equity ratio of 0.94. The stock has a market capitalization of $18.64 billion, a price-to-earnings ratio of 24.09, a P/E/G ratio of 1.99 and a beta of 1.21.

Lennox International (NYSE:LII) last posted its quarterly earnings data on Wednesday, April 29th. The construction company reported $3.35 earnings per share for the quarter, topping the consensus estimate of $3.16 by $0.19. Lennox International had a net margin of 14.89% and a return on equity of 73.27%. The business had revenue of $1.14 billion during the quarter, compared to analysts’ expectations of $1.07 billion. During the same quarter in the prior year, the business posted $3.63 earnings per share. Lennox International’s revenue was up 5.8% compared to the same quarter last year. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS. Analysts predict that Lennox International will post 24.27 EPS for the current fiscal year.

Lennox International Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were given a dividend of $1.30 per share. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $5.20 annualized dividend and a yield of 1.0%. Lennox International’s dividend payout ratio is currently 23.38%.

Insiders Place Their Bets

In other Lennox International news, CAO Chris Kosel sold 254 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $536.50, for a total transaction of $136,271.00. Following the completion of the sale, the chief accounting officer directly owned 1,090 shares in the company, valued at $584,785. This represents a 18.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Todd J. Teske sold 700 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $533.45, for a total value of $373,415.00. Following the sale, the director owned 6,881 shares of the company’s stock, valued at $3,670,669.45. The trade was a 9.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,054 shares of company stock worth $563,687 over the last three months. Insiders own 9.80% of the company’s stock.

Key Lennox International News

Here are the key news stories impacting Lennox International this week:

• Positive Sentiment: Q1 results beat consensus — Lennox reported $3.35 EPS on revenue of ~$1.14B, topping estimates and showing y/y revenue growth; management set FY‑2026 EPS guidance at a range implying strong earnings power, supporting the stock’s rally. Q1 Results & Presentation
• Positive Sentiment: Vertical Research upgraded Lennox from “hold” to “buy” and set a $600 target — a bullish vote that can attract buying interest. Vertical Research Upgrade (Zacks)
• Positive Sentiment: RBC raised its price target sharply (from $485 to $579) while keeping a “sector perform” call — the lift in target signals improving analyst confidence in the company’s outlook. RBC Price Target Raise (Benzinga)
• Positive Sentiment: Wells Fargo raised its target from $480 to $555 (equal-weight) — another upward revision that adds to positive sentiment among investors. Wells Fargo Target Raise (Benzinga)
• Neutral Sentiment: Barclays trimmed its target slightly (from $600 to $597) but kept an “overweight” rating — a marginal change that is unlikely to materially change the bullish view. Barclays Target Trim (Benzinga)
• Neutral Sentiment: Commentary pieces placing Lennox in the context of S&P 500 trends highlight sector dynamics and growth drivers but do not introduce new company‑specific catalysts. Kalkine Media Analysis

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Ameriprise Financial Inc. lifted its holdings in shares of Lennox International by 18.5% in the third quarter. Ameriprise Financial Inc. now owns 85,096 shares of the construction company’s stock worth $45,043,000 after acquiring an additional 13,281 shares during the last quarter. BNP Paribas Financial Markets lifted its holdings in shares of Lennox International by 3.5% in the third quarter. BNP Paribas Financial Markets now owns 67,766 shares of the construction company’s stock worth $35,873,000 after acquiring an additional 2,276 shares during the last quarter. California State Teachers Retirement System lifted its holdings in shares of Lennox International by 6.1% in the second quarter. California State Teachers Retirement System now owns 48,533 shares of the construction company’s stock worth $27,821,000 after acquiring an additional 2,785 shares during the last quarter. Lazard Asset Management LLC lifted its holdings in shares of Lennox International by 111.1% in the second quarter. Lazard Asset Management LLC now owns 18,659 shares of the construction company’s stock worth $10,696,000 after acquiring an additional 9,818 shares during the last quarter. Finally, Danske Bank A S bought a new position in shares of Lennox International in the third quarter worth about $7,249,000. Institutional investors own 67.07% of the company’s stock.

About Lennox International

Lennox International Inc is a global manufacturer of climate control products and services, principally serving residential and commercial heating, ventilation and air conditioning (HVAC) markets. The company designs, engineers and produces a range of products including furnaces, air conditioners, heat pumps, air handlers, packaged rooftop units and related controls and indoor air quality equipment. Lennox also supplies aftermarket parts and accessories and supports its product lines with technical service, training and warranty programs for dealer and distribution partners.

Originally founded in 1895 by Dave Lennox, the company has grown from its early roots into a multinational business with operations concentrated in North America and a presence in other international markets.