Lennox International (NYSE:LII) Hits New 52-Week Low Following Analyst Downgrade

Lennox International, Inc. (NYSE:LII)’s share price reached 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. The stock had previously closed at $544.11.

LII has been the topic of several other reports. William Blair reaffirmed an “outperform” rating on shares of Lennox International in a research report on Wednesday. Vertical Research raised Lennox International from a “hold” rating to a “buy” rating and set a $600.00 target price for the company in a research report on Thursday, April 30th. Weiss Ratings upgraded shares of Lennox International from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, June 18th. Royal Bank Of Canada dropped their price target on shares of Lennox International from $579.00 to $469.00 and set a “sector perform” rating on the stock in a report on Thursday. Finally, BNP Paribas Exane started coverage on shares of Lennox International in a research note on Tuesday, April 14th. They issued a “neutral” rating and a $535.00 price target for the company. Five equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $546.58.

Insider Activity

In related news, CAO Chris Kosel sold 971 shares of Lennox International stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $544.80, for a total value of $529,000.80. Following the completion of the sale, the chief accounting officer owned 1,090 shares of the company’s stock, valued at $593,832. The trade was a 47.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 9.80% of the stock is currently owned by company insiders.

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Nicholas Company Inc. grew its stake in shares of Lennox International by 0.4% during the 4th 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 during the period. Huntington National Bank increased its position in shares of Lennox International by 51.8% during the 4th quarter. Huntington National Bank now owns 85 shares of the construction company’s stock valued at $41,000 after purchasing an additional 29 shares during the last quarter. Glenmede Trust Co. NA lifted its stake in shares of 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 during the period. Valeo Financial Advisors LLC lifted its stake in shares of 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 during the period. Finally, Root Financial Partners LLC boosted its holdings in shares of Lennox International by 137.9% in the first quarter. Root Financial Partners LLC now owns 69 shares of the construction company’s stock worth $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 has a market cap of $14.37 billion, a PE ratio of 18.80, a P/E/G ratio of 1.63 and a beta of 1.16. The company has a quick ratio of 0.64, a current ratio of 1.57 and a debt-to-equity ratio of 0.89. The business’s fifty day moving average is $528.11 and its 200-day moving average is $515.33.

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

Lennox International Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were given a $1.36 dividend. The ex-dividend date was Tuesday, June 30th. This is a positive change from Lennox International’s previous quarterly dividend of $1.30. This represents a $5.44 dividend on an annualized basis and a yield of 1.3%. Lennox International’s dividend payout ratio (DPR) is currently 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.