Roth Capital Weighs in on LKQ’s Q1 Earnings (NASDAQ:LKQ)

LKQ Corporation (NASDAQ:LKQ) – Equities researchers at Roth Capital dropped their Q1 2026 earnings per share estimates for LKQ in a report released on Friday, July 25th. Roth Capital analyst S. Stember now forecasts that the auto parts company will post earnings per share of $0.78 for the quarter, down from their prior estimate of $0.89. The consensus estimate for LKQ’s current full-year earnings is $3.57 per share. Roth Capital also issued estimates for LKQ’s Q2 2026 earnings at $1.00 EPS, Q3 2026 earnings at $0.90 EPS, Q4 2026 earnings at $0.82 EPS and FY2026 earnings at $3.51 EPS.

A number of other equities research analysts have also weighed in on the stock. Wall Street Zen lowered shares of LKQ from a “buy” rating to a “hold” rating in a report on Wednesday, May 21st. Robert W. Baird lowered their price objective on LKQ from $48.00 to $42.00 and set an “outperform” rating for the company in a research report on Friday, July 25th. Finally, Barrington Research reissued an “outperform” rating and set a $60.00 target price on shares of LKQ in a research report on Tuesday, July 22nd. One investment analyst has rated the stock with a hold rating and five have issued a buy rating to the stock. Based on data from MarketBeat.com, LKQ has an average rating of “Moderate Buy” and a consensus price target of $51.40.

LKQ Stock Down 3.2%

Shares of LKQ stock opened at $30.47 on Monday. The company has a quick ratio of 0.69, a current ratio of 1.81 and a debt-to-equity ratio of 0.19. LKQ has a 52-week low of $30.06 and a 52-week high of $44.82. The company has a market capitalization of $7.84 billion, a P/E ratio of 11.16 and a beta of 0.95. The company has a 50 day moving average of $38.03 and a 200 day moving average of $39.48.

LKQ (NASDAQ:LKQ) last announced its quarterly earnings data on Thursday, July 24th. The auto parts company reported $0.87 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.93 by ($0.06). LKQ had a net margin of 5.04% and a return on equity of 13.85%. The company had revenue of $3.64 billion during the quarter, compared to analysts’ expectations of $3.62 billion. During the same quarter in the previous year, the business posted $0.98 EPS. The business’s quarterly revenue was down 1.6% compared to the same quarter last year.

Hedge Funds Weigh In On LKQ

Several institutional investors have recently added to or reduced their stakes in the stock. Curbstone Financial Management Corp increased its stake in LKQ by 15.5% in the 2nd quarter. Curbstone Financial Management Corp now owns 11,750 shares of the auto parts company’s stock valued at $435,000 after buying an additional 1,580 shares during the period. GAMMA Investing LLC increased its stake in shares of LKQ by 25.7% during the second quarter. GAMMA Investing LLC now owns 8,504 shares of the auto parts company’s stock worth $315,000 after acquiring an additional 1,736 shares during the period. Thurston Springer Miller Herd & Titak Inc. increased its stake in shares of LKQ by 226.4% during the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 1,100 shares of the auto parts company’s stock worth $41,000 after acquiring an additional 763 shares during the period. Jacobi Capital Management LLC raised its holdings in LKQ by 10.2% during the first quarter. Jacobi Capital Management LLC now owns 25,429 shares of the auto parts company’s stock worth $1,082,000 after purchasing an additional 2,359 shares in the last quarter. Finally, Focus Partners Wealth lifted its position in LKQ by 32.3% in the first quarter. Focus Partners Wealth now owns 198,250 shares of the auto parts company’s stock valued at $8,434,000 after purchasing an additional 48,450 shares during the period. Institutional investors and hedge funds own 95.63% of the company’s stock.

Insiders Place Their Bets

In related news, Director Dominick P. Zarcone sold 5,000 shares of the stock in a transaction on Thursday, May 1st. The shares were sold at an average price of $38.02, for a total transaction of $190,100.00. Following the completion of the sale, the director owned 316,135 shares in the company, valued at $12,019,452.70. This represents a 1.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.47% of the company’s stock.

LKQ Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, August 28th. Stockholders of record on Thursday, August 14th will be issued a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 3.94%. The ex-dividend date is Thursday, August 14th. LKQ’s payout ratio is currently 43.96%.

About LKQ

LKQ Corporation engages in the distribution of replacement parts, components, and systems used in the repair and maintenance of vehicles and specialty vehicle aftermarket products and accessories. It operates through four segments: Wholesale-North America, Europe, Specialty, and Self Service. The company distributes bumper covers, automotive body panels, and lights, as well as mechanical automotive parts and accessories; salvage products, including mechanical and collision parts comprising engines; transmissions; door assemblies; sheet metal products, such as trunk lids, fenders, and hoods; lights and bumper assemblies; scrap metal and other materials to metals recyclers; and brake pads, discs and sensors, clutches, steering and suspension products, filters, and oil and automotive fluids, as well as electrical products, including spark plugs and batteries.