Lennox International (NYSE:LII) Shares Down 5.9% – Time to Sell?

Shares of Lennox International, Inc. (NYSE:LII) were down 5.9% during trading on Wednesday . The company traded as low as $489.31 and last traded at $489.5310. Approximately 80,041 shares were traded during mid-day trading, a decline of 83% from the average daily volume of 470,541 shares. The stock had previously closed at $520.42.

Key Headlines Impacting Lennox International

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

• Positive Sentiment: Wolfe Research raised several multi?period earnings forecasts (FY2026 and FY2027) and boosted a number of quarterly EPS estimates (notably Q1 2026, Q4 2026 and Q1 2027), signaling stronger medium?term earnings potential. Wolfe Research notes
• Neutral Sentiment: BNP Paribas Exane initiated coverage on LII with a “neutral” rating and a $535 price target — about mid?single?digit to low?double?digit upside from current levels — which provides measured support but not a catalyst for a strong buy case. BNP Paribas initiation
• Neutral Sentiment: Aggregated analyst sentiment remains cautious: LII carries an average “Hold” consensus from analysts, reinforcing a market view that upside is limited without clearer demand improvement or margin beats. Analyst consensus: Hold
• Negative Sentiment: Wolfe also trimmed several near?term quarter forecasts (notably cuts to Q2 2026 and Q2 2027 estimates), highlighting potential softness or timing risks in the company’s quarter?to?quarter recovery. Wolfe Research notes (cuts)

Analysts Set New Price Targets

Several equities analysts have recently weighed in on LII shares. UBS Group started coverage on shares of Lennox International in a research report on Monday, January 5th. They issued a “neutral” rating and a $530.00 price objective on the stock. JPMorgan Chase & Co. increased their price objective on shares of Lennox International from $493.00 to $541.00 and gave the company an “underweight” rating in a research report on Friday, January 16th. Barclays dropped their price objective on shares of Lennox International from $667.00 to $600.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 1st. Oppenheimer increased their price objective on shares of Lennox International from $630.00 to $645.00 and gave the company an “outperform” rating in a research report on Thursday, March 5th. Finally, Royal Bank Of Canada dropped their price objective on shares of Lennox International from $563.00 to $534.00 and set a “sector perform” rating on the stock in a research report on Thursday, January 29th. Four analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Lennox International currently has an average rating of “Hold” and a consensus target price of $563.67.

Lennox International Trading Down 7.1%

The firm has a market capitalization of $16.84 billion, a P/E ratio of 21.66, a price-to-earnings-growth ratio of 1.99 and a beta of 1.21. The business’s 50-day moving average is $510.42 and its 200 day moving average is $506.26. The company has a debt-to-equity ratio of 0.98, a current ratio of 1.60 and a quick ratio of 0.63.

Lennox International (NYSE:LII) last released its quarterly earnings results on Wednesday, January 28th. The construction company reported $4.45 EPS for the quarter, missing analysts’ consensus estimates of $4.76 by ($0.31). Lennox International had a return on equity of 80.23% and a net margin of 15.13%.The business had revenue of $1.20 billion for the quarter, compared to the consensus estimate of $1.27 billion. During the same period in the prior year, the business posted $5.60 earnings per share. Lennox International’s revenue was down 11.2% compared to the same quarter last year. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS. As a group, analysts anticipate that Lennox International, Inc. will post 22.94 EPS for the current fiscal year.

Lennox International Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be given a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Tuesday, March 31st. Lennox International’s dividend payout ratio is presently 23.38%.

Insider Activity

In other news, 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 transaction of $373,415.00. Following the completion of the sale, the director directly owned 6,881 shares in the company, valued at approximately $3,670,669.45. This represents a 9.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CAO Chris Kosel sold 254 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $536.50, for a total transaction of $136,271.00. Following the sale, the chief accounting officer owned 1,090 shares in the company, valued at $584,785. The trade was a 18.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 1,054 shares of company stock worth $563,687. 10.40% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Lennox International

A number of large investors have recently bought and sold shares of the company. Nicholas Company Inc. grew its stake in Lennox International by 0.4% during the fourth quarter. Nicholas Company Inc. now owns 6,600 shares of the construction company’s stock worth $3,205,000 after buying an additional 25 shares in the last quarter. Huntington National Bank grew its stake 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 buying an additional 29 shares in the last quarter. Bessemer Group Inc. grew its stake in Lennox International by 52.8% during the third quarter. Bessemer Group Inc. now owns 110 shares of the construction company’s stock worth $59,000 after buying an additional 38 shares in the last quarter. Valeo Financial Advisors LLC grew its stake in Lennox International by 10.3% during the fourth quarter. Valeo Financial Advisors LLC now owns 418 shares of the construction company’s stock worth $203,000 after buying an additional 39 shares in the last quarter. Finally, Eukles Asset Management boosted its stake in shares of Lennox International by 4.2% in the 4th quarter. Eukles Asset Management now owns 1,125 shares of the construction company’s stock valued at $546,000 after purchasing an additional 45 shares in the last quarter. 67.07% of the stock is currently owned by institutional investors and hedge funds.

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.