Wells Fargo & Company Issues Pessimistic Forecast for Lennox International (NYSE:LII) Stock Price

Lennox International (NYSE:LII) had its price target dropped by research analysts at Wells Fargo & Company from $525.00 to $520.00 in a research note issued to investors on Thursday,Benzinga reports. The firm presently has an “equal weight” rating on the construction company’s stock. Wells Fargo & Company‘s target price would suggest a potential upside of 7.20% from the stock’s previous close.

Several other equities analysts have also weighed in on the stock. UBS Group started coverage on shares of Lennox International in a research report on Monday, January 5th. They set a “neutral” rating and a $530.00 price objective for the company. Barclays dropped their price target on Lennox International from $680.00 to $667.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 7th. JPMorgan Chase & Co. upped their price objective on shares of Lennox International from $493.00 to $541.00 and gave the company an “underweight” rating in a research note on Friday, January 16th. Morgan Stanley cut their price target on shares of Lennox International from $535.00 to $475.00 and set an “underweight” rating on the stock in a report on Thursday, October 23rd. Finally, KeyCorp reiterated a “sector weight” rating on shares of Lennox International in a research report on Thursday, October 23rd. Four investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $596.83.

Lennox International Price Performance

LII traded down $2.42 on Thursday, reaching $485.07. The company had a trading volume of 37,297 shares, compared to its average volume of 464,136. The company has a market capitalization of $17.01 billion, a P/E ratio of 20.47, a PEG ratio of 1.88 and a beta of 1.18. The company has a current ratio of 1.68, a quick ratio of 0.80 and a debt-to-equity ratio of 0.78. The company has a fifty day moving average of $501.28 and a 200-day moving average of $534.46. Lennox International has a one year low of $443.19 and a one year high of $689.44.

Lennox International (NYSE:LII) last announced its earnings results on Wednesday, January 28th. The construction company reported $4.45 EPS for the quarter, missing the consensus estimate of $4.76 by ($0.31). The firm had revenue of $1.20 billion for the quarter, compared to the consensus estimate of $1.27 billion. Lennox International had a return on equity of 91.96% and a net margin of 15.74%.Lennox International’s revenue for the quarter was down 11.2% on a year-over-year basis. During the same period in the previous year, the firm earned $5.60 EPS. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS. As a group, equities research analysts anticipate that Lennox International will post 22.94 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Todd J. Teske sold 600 shares of the firm’s stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $491.85, for a total transaction of $295,110.00. Following the completion of the sale, the director directly owned 7,581 shares of the company’s stock, valued at $3,728,714.85. This trade represents a 7.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 10.40% of the stock is currently owned by insiders.

Institutional Trading of Lennox International

Several large investors have recently added to or reduced their stakes in the business. AdvisorShares Investments LLC bought a new stake in shares of Lennox International in the 2nd quarter worth about $25,000. Root Financial Partners LLC acquired a new stake in shares of Lennox International during the third quarter worth $28,000. Whittier Trust Co. lifted its stake in Lennox International by 125.0% in the second quarter. Whittier Trust Co. now owns 81 shares of the construction company’s stock valued at $46,000 after buying an additional 45 shares during the period. Covestor Ltd boosted its holdings in Lennox International by 217.2% during the third quarter. Covestor Ltd now owns 92 shares of the construction company’s stock worth $48,000 after buying an additional 63 shares during the last quarter. Finally, MUFG Securities EMEA plc acquired a new position in shares of Lennox International during the 2nd quarter worth about $54,000. 67.07% of the stock is owned by institutional investors.

Key Lennox International News

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

• Positive Sentiment: Margins improved and management emphasized margin recovery despite lower volumes and dealer destocking—cost control, pricing and mix helped protect profitability, a constructive sign for cash flow and earnings leverage. Lennox International Earnings Call: Margins Up, Volumes Down
• Neutral Sentiment: Company issued FY‑2026 guidance of $23.50–$25.00 EPS and revenue $5.5B–$5.6B, giving investors a clear baseline for the year but with a midpoint slightly under consensus—provides visibility but not a catalyst by itself. The company also moved from LIFO to FIFO accounting, which affects year‑over‑year comparisons. Lennox Reports Fourth Quarter and Full Year 2025 Results; Provides Full Year 2026 Guidance
• Negative Sentiment: Q4 results missed expectations: GAAP/adjusted EPS of $4.45 vs. consensus ~$4.76 and revenue $1.20B vs. ~$1.27B; revenue fell ~11% YoY and segment profit declined—these misses triggered the selloff. Lennox International (LII) Misses Q4 Earnings and Revenue Estimates
• Negative Sentiment: Street reaction: analysts and headlines highlighted the revenue and EPS shortfall and shares slid on the print; investor focus will be on whether volumes/stocks at dealers normalize and management can sustain margins. Lennox International shares slide after Q4 earnings and revenue miss

Lennox International Company Profile

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.