Lennox International (NYSE:LII) Sets New 12-Month Low After Analyst Downgrade

Lennox International, Inc. (NYSE:LII) shares hit a new 52-week low during trading on Thursday after The Goldman Sachs Group lowered their price target on the stock from $625.00 to $547.00. The Goldman Sachs Group currently has a buy rating on the stock. Lennox International traded as low as $428.00 and last traded at $430.5320, with a volume of 1887198 shares trading hands. The stock had previously closed at $544.11.

LII has been the topic of several other research reports. Royal Bank Of Canada cut their price target on Lennox International from $579.00 to $469.00 and set a “sector perform” rating on the stock in a report on Thursday. BNP Paribas Exane started coverage on Lennox International in a report on Tuesday, April 14th. They set a “neutral” rating and a $535.00 price objective for the company. William Blair reaffirmed an “outperform” rating on shares of Lennox International in a research report on Wednesday. Wells Fargo & Company upped their target price on Lennox International from $480.00 to $555.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 30th. Finally, Vertical Research upgraded Lennox International from a “hold” rating to a “buy” rating and set a $600.00 target price on the stock in a report on Thursday, April 30th. Five equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, Lennox International presently has an average rating of “Hold” and an average price target of $546.58.

Insider Transactions at Lennox International

In related news, CAO Chris Kosel sold 971 shares of the company’s stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $544.80, for a total transaction of $529,000.80. Following the completion of the sale, the chief accounting officer owned 1,090 shares in the company, valued at approximately $593,832. This represents a 47.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Company 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: Goldman Sachs lowered its price target from $625 to $547 but maintained a Buy rating, implying substantial upside from recent levels. The target reduction appears to reflect a more cautious forecast rather than a change in Goldman’s long-term view. Benzinga price-target report
• Positive Sentiment: Lennox reported second-quarter adjusted earnings of $7.72 per share, narrowly ahead of the $7.67 analyst consensus. Revenue increased approximately 3% year over year to $1.55 billion, with commercial-related demand providing some support. Lennox International Q2 2026 earnings call summary
• Neutral Sentiment: Royal Bank of Canada cut its price target from $579 to $469 and shifted to a Sector Perform rating. The revised target still indicates potential upside, but the rating signals limited near-term conviction. Benzinga price-target report
• Negative Sentiment: Revenue fell short of expectations, while residential HVAC demand weakened. Investors were also concerned that margin pressure and a reduced fiscal-year earnings outlook—$23.00 to $24.00 per share—could limit near-term profit growth. LII Q2 deep dive
• Negative Sentiment: The broader HVAC sector sold off amid concerns about earnings quality, margin compression and uncertainty surrounding data-center-related demand. Those industry concerns added to the pressure on LII after its results. HVAC stocks selloff report

Hedge Funds Weigh In On Lennox International

A number of hedge funds have recently bought and sold shares of LII. Nicholas Company Inc. lifted its position in shares of Lennox International by 0.4% during the fourth quarter. Nicholas Company Inc. now owns 6,600 shares of the construction company’s stock valued at $3,205,000 after purchasing an additional 25 shares in the last quarter. Huntington National Bank boosted its holdings in Lennox International by 51.8% during the fourth quarter. Huntington National Bank now owns 85 shares of the construction company’s stock worth $41,000 after purchasing an additional 29 shares during the last quarter. Glenmede Trust Co. NA grew its position in Lennox International by 4.0% in the 1st quarter. Glenmede Trust Co. NA now owns 907 shares of the construction company’s stock worth $421,000 after purchasing an additional 35 shares in the last quarter. Valeo Financial Advisors LLC grew its position in Lennox International by 10.3% in the 4th quarter. Valeo Financial Advisors LLC now owns 418 shares of the construction company’s stock worth $203,000 after purchasing an additional 39 shares in the last quarter. Finally, Root Financial Partners LLC increased its stake in Lennox International by 137.9% in the 1st quarter. Root Financial Partners LLC now owns 69 shares of the construction company’s stock valued at $32,000 after buying an additional 40 shares during the last quarter. 67.07% of the stock is owned by hedge funds and other institutional investors.

Lennox International Stock Performance

The company’s 50 day simple moving average is $528.11 and its 200 day simple moving average is $515.33. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.64 and a current ratio of 1.57. The stock has a market cap of $14.37 billion, a PE ratio of 18.80, a price-to-earnings-growth ratio of 1.63 and a beta of 1.16.

Lennox International (NYSE:LII) last announced its earnings results on Wednesday, July 29th. The construction company reported $7.72 earnings per share for the quarter, topping analysts’ consensus estimates of $7.67 by $0.05. The firm had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.56 billion. Lennox International had a return on equity of 66.42% and a net margin of 14.61%.The company’s revenue was up 3.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $7.82 EPS. Lennox International has set its FY 2026 guidance at 23.000-24.000 EPS. Analysts expect that Lennox International, Inc. will post 23.89 earnings per share for the current year.

Lennox International Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were given a $1.36 dividend. This is an increase from Lennox International’s previous quarterly dividend of $1.30. This represents a $5.44 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Tuesday, June 30th. Lennox International’s payout ratio is presently 24.48%.

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.