Kintayl Capital LP Acquires Shares of 8,400 LCI Industries $LCII

Kintayl Capital LP bought a new stake in LCI Industries (NYSE:LCII) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 8,400 shares of the company’s stock, valued at approximately $889,000.

Several other institutional investors have also recently made changes to their positions in LCII. Huntington National Bank grew its holdings in LCI Industries by 79.8% during the 4th quarter. Huntington National Bank now owns 205 shares of the company’s stock valued at $25,000 after purchasing an additional 91 shares during the last quarter. Global Retirement Partners LLC bought a new stake in LCI Industries in the fourth quarter worth about $30,000. Clearstead Advisors LLC boosted its position in shares of LCI Industries by 36.8% during the fourth quarter. Clearstead Advisors LLC now owns 517 shares of the company’s stock valued at $63,000 after buying an additional 139 shares during the period. Kestra Advisory Services LLC purchased a new position in shares of LCI Industries during the fourth quarter valued at approximately $64,000. Finally, Northwestern Mutual Wealth Management Co. bought a new position in shares of LCI Industries during the second quarter valued at approximately $64,000. Institutional investors own 99.71% of the company’s stock.

Wall Street Analysts Forecast Growth

LCII has been the topic of several recent analyst reports. Weiss Ratings downgraded LCI Industries from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, June 4th. Robert W. Baird set a $119.00 price objective on LCI Industries in a research report on Thursday, August 6th. Jefferies Financial Group reiterated a “hold” rating and set a $120.00 target price on shares of LCI Industries in a research report on Thursday, August 6th. Benchmark lowered their target price on shares of LCI Industries from $150.00 to $125.00 and set a “buy” rating for the company in a research note on Tuesday, June 23rd. Finally, Roth Capital restated a “buy” rating and issued a $135.00 price target (down from $155.00) on shares of LCI Industries in a report on Monday, August 10th. Three investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, LCI Industries currently has an average rating of “Hold” and a consensus price target of $126.25.

LCI Industries Price Performance

Shares of LCII opened at $104.72 on Wednesday. The company has a debt-to-equity ratio of 0.59, a quick ratio of 1.20 and a current ratio of 2.49. The company has a 50 day moving average price of $102.90 and a 200-day moving average price of $115.54. LCI Industries has a fifty-two week low of $84.33 and a fifty-two week high of $159.66. The stock has a market capitalization of $2.55 billion, a PE ratio of 12.18 and a beta of 1.18.

LCI Industries (NYSE:LCII) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $2.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.58 by $0.12. The company had revenue of $1.10 billion for the quarter, compared to analyst estimates of $1.12 billion. LCI Industries had a net margin of 5.24% and a return on equity of 14.33%. LCI Industries’s revenue was down 12.6% compared to the same quarter last year. During the same period last year, the company posted $2.39 earnings per share. LCI Industries has set its FY 2026 guidance at 8.250-8.750 EPS. Equities analysts predict that LCI Industries will post 8.45 earnings per share for the current fiscal year.

LCI Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Friday, August 21st will be issued a $1.15 dividend. The ex-dividend date is Friday, August 21st. This represents a $4.60 dividend on an annualized basis and a dividend yield of 4.4%. LCI Industries’s dividend payout ratio (DPR) is currently 53.49%.

About LCI Industries

LCI Industries is a publicly traded manufacturer specializing in engineered components and systems for the recreation vehicle (RV), marine and housing industries. The company develops and supplies a diverse range of products designed to enhance comfort, convenience and functionality in mobile and leisure applications. LCI Industries serves original equipment manufacturers (OEMs) and aftermarket customers throughout North America.

The company’s core offerings include power conversion and control systems, slideout mechanisms, entry and docking products, seating and furniture solutions, as well as window and door assemblies.