Lennox International (NYSE:LII) Given New $547.00 Price Target at The Goldman Sachs Group

Lennox International (NYSE:LII) had its target price lowered by The Goldman Sachs Group from $625.00 to $547.00 in a research note issued to investors on Friday morning,Benzinga reports. The firm currently has a buy rating on the construction company’s stock.

A number of other equities analysts also recently weighed in on the stock. Barclays dropped their target price on shares of Lennox International from $600.00 to $597.00 and set an “overweight” rating on the stock in a 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 report on Thursday, June 18th. William Blair reissued an “outperform” rating on shares of Lennox International in a research note on Wednesday. Wells Fargo & Company boosted their price target on shares of Lennox International from $480.00 to $555.00 and gave the company an “equal weight” rating in a research note on Thursday, April 30th. Finally, BNP Paribas Exane began 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. Five research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $546.58.

Lennox International Stock Performance

NYSE LII opened at $415.87 on Friday. The company has a current ratio of 1.57, a quick ratio of 0.64 and a debt-to-equity ratio of 0.89. Lennox International has a 1 year low of $411.40 and a 1 year high of $621.90. The firm has a market capitalization of $14.37 billion, a price-to-earnings ratio of 18.80, a P/E/G ratio of 1.63 and a beta of 1.16. The firm’s 50 day simple moving average is $528.11 and its 200 day simple moving average is $515.33.

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

Lennox International Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were paid 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 is presently 24.48%.

Insiders Place Their Bets

In other news, CAO Chris Kosel sold 971 shares of the stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $544.80, for a total transaction of $529,000.80. Following the completion of the transaction, the chief accounting officer directly owned 1,090 shares of the company’s stock, valued at $593,832. This represents a 47.11% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 9.80% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Lennox International

A number of hedge funds have recently modified their holdings of the stock. QV Investors Inc. grew its holdings in Lennox International by 53.0% during the fourth quarter. QV Investors Inc. now owns 7,784 shares of the construction company’s stock valued at $3,780,000 after purchasing an additional 2,695 shares during the period. V Square Quantitative Management LLC bought a new stake in Lennox International in the 4th quarter valued at about $519,000. Campbell Newman Asset Management Inc. bought a new stake in shares of Lennox International in the first quarter valued at approximately $17,555,000. Pacer Advisors Inc. lifted its position in shares of Lennox International by 45.8% during the fourth quarter. Pacer Advisors Inc. now owns 6,667 shares of the construction company’s stock worth $3,237,000 after acquiring an additional 2,095 shares in the last quarter. Finally, SG Americas Securities LLC lifted its holdings in Lennox International by 78.0% during the 1st quarter. SG Americas Securities LLC now owns 56,797 shares of the construction company’s stock worth $26,361,000 after purchasing an additional 24,893 shares in the last quarter. Institutional investors own 67.07% of the company’s stock.

Key Headlines Impacting Lennox International

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

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.