Kintayl Capital LP Takes $889,000 Position in LCI Industries $LCII

Kintayl Capital LP acquired a new position in LCI Industries (NYSE:LCII) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 8,400 shares of the company’s stock, valued at approximately $889,000.

Other large investors have also recently modified their holdings of the company. AQR Capital Management LLC purchased a new stake in LCI Industries during the first quarter valued at approximately $588,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in LCI Industries by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,759 shares of the company’s stock valued at $1,290,000 after acquiring an additional 643 shares in the last quarter. Empowered Funds LLC purchased a new position in LCI Industries in the first quarter worth $1,124,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in LCI Industries by 10.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 76,660 shares of the company’s stock worth $6,702,000 after purchasing an additional 7,515 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership acquired a new position in shares of LCI Industries during the second quarter worth $1,542,000. Institutional investors own 99.71% of the company’s stock.

LCI Industries Price Performance

Shares of LCII opened at $104.72 on Wednesday. The business’s 50-day moving average is $102.90 and its two-hundred day moving average is $115.54. 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 market capitalization of $2.55 billion, a P/E ratio of 12.18 and a beta of 1.18. LCI Industries has a fifty-two week low of $84.33 and a fifty-two week high of $159.66.

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

LCI Industries Announces Dividend

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

Analyst Upgrades and Downgrades

Several analysts have recently commented on the company. Truist Financial decreased their price objective on LCI Industries from $135.00 to $114.00 and set a “hold” rating for the company in a report on Wednesday, July 8th. Robert W. Baird set a $119.00 price target on LCI Industries in a research note on Thursday, August 6th. Benchmark decreased their price target on LCI Industries from $150.00 to $125.00 and set a “buy” rating for the company in a research note on Tuesday, June 23rd. Zacks Research downgraded LCI Industries from a “hold” rating to a “strong sell” rating in a report on Friday, August 7th. Finally, Weiss Ratings lowered LCI Industries from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, June 4th. Three investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, LCI Industries has an average rating of “Hold” and an average price target of $126.25.

LCI Industries Company Profile

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.