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

Lennox International (NYSE:LII) had its price objective raised by Wells Fargo & Company from $480.00 to $555.00 in a research note released on Thursday morning,Benzinga reports. They currently have an equal weight rating on the construction company’s stock.

Several other equities research analysts have also recently issued reports on LII. Vertical Research upgraded shares of Lennox International from a “hold” rating to a “buy” rating and set a $600.00 price objective on the stock in a research report on Thursday. Wall Street Zen upgraded shares of Lennox International from a “sell” rating to a “hold” rating in a research report on Saturday, March 7th. Barclays reduced their price objective on shares of Lennox International from $667.00 to $600.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 1st. Morgan Stanley reduced their price objective on shares of Lennox International from $475.00 to $450.00 and set an “underweight” rating on the stock in a research report on Monday, February 2nd. Finally, William Blair reiterated an “outperform” rating on shares of Lennox International in a research report on Thursday, March 5th. Five investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Lennox International has an average rating of “Hold” and an average price target of $575.46.

Lennox International Price Performance

Shares of NYSE:LII opened at $535.39 on Thursday. The company has a debt-to-equity ratio of 0.94, a current ratio of 1.57 and a quick ratio of 0.63. Lennox International has a 1-year low of $434.06 and a 1-year high of $689.44. The company has a market capitalization of $18.64 billion, a P/E ratio of 24.09, a P/E/G ratio of 1.99 and a beta of 1.21. The firm’s 50 day simple moving average is $498.07 and its two-hundred day simple moving average is $503.16.

Lennox International (NYSE:LII) last released its quarterly earnings data on Wednesday, April 29th. The construction company reported $3.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.16 by $0.19. The firm had revenue of $1.14 billion for the quarter, compared to analysts’ expectations of $1.07 billion. Lennox International had a net margin of 14.89% and a return on equity of 73.27%. The company’s revenue for the quarter was up 5.8% compared to the same quarter last year. During the same quarter last year, the business posted $3.63 earnings per share. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS. Research analysts expect that Lennox International will post 24.27 EPS for the current fiscal year.

Lennox International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were issued a $1.30 dividend. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $5.20 dividend on an annualized basis and a dividend yield of 1.0%. Lennox International’s dividend payout ratio (DPR) is 23.38%.

Insider Activity at Lennox International

In related news, Director Shane D. Wall sold 100 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $540.01, for a total value of $54,001.00. Following the completion of the transaction, the director directly owned 2,205 shares of the company’s stock, valued at approximately $1,190,722.05. This trade represents a 4.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Todd J. Teske sold 700 shares of Lennox International stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $533.45, for a total transaction of $373,415.00. Following the transaction, the director directly owned 6,881 shares of the company’s stock, valued at $3,670,669.45. The trade was a 9.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 1,054 shares of company stock valued at $563,687. 9.80% of the stock is owned by corporate insiders.

Institutional Trading of Lennox International

Several institutional investors and hedge funds have recently made changes to their positions in LII. California State Teachers Retirement System lifted its position in shares of Lennox International by 6.1% during the second quarter. California State Teachers Retirement System now owns 48,533 shares of the construction company’s stock worth $27,821,000 after purchasing an additional 2,785 shares during the last quarter. Ameriprise Financial Inc. lifted its position in shares of Lennox International by 296.0% during the second quarter. Ameriprise Financial Inc. now owns 71,815 shares of the construction company’s stock worth $41,168,000 after purchasing an additional 53,679 shares during the last quarter. Lazard Asset Management LLC lifted its position in shares of Lennox International by 111.1% during the second quarter. Lazard Asset Management LLC now owns 18,659 shares of the construction company’s stock worth $10,696,000 after purchasing an additional 9,818 shares during the last quarter. State of Tennessee Department of Treasury lifted its position in shares of Lennox International by 75.2% during the second quarter. State of Tennessee Department of Treasury now owns 7,082 shares of the construction company’s stock worth $4,060,000 after purchasing an additional 3,039 shares during the last quarter. Finally, MUFG Securities EMEA plc bought a new stake in shares of Lennox International during the second quarter worth $54,000. 67.07% of the stock is currently owned by institutional investors.

Key Stories Impacting Lennox International

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

• Positive Sentiment: Q1 results: Lennox reported $3.35 GAAP EPS (above consensus) and ~6% revenue growth, while maintaining FY2026 EPS guidance of $23.50–25.00 — the beat plus steady guidance supports the rally. Lennox Reports 2026 First Quarter Results
• Positive Sentiment: Analyst upgrades/target hikes: Multiple firms raised targets or ratings (RBC to $579, Wells Fargo to $555, Vertical Research upgraded to Buy with $600 PT), boosting buy‑side sentiment and implied upside. RBC raises price target on Lennox
• Neutral Sentiment: Earnings materials and call: The company posted the slide deck and earnings‑call transcript, offering detail on margins, backlog and demand trends for HVAC and commercial markets — useful for reassessing near‑term growth assumptions. Lennox Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Market commentary: Coverage pieces linking Lennox to broader S&P 500 index trends can increase attention but are informational rather than company‑specific catalysts. Lennox International Growth Amid S&P 500 Index Trends
• Negative Sentiment: Underlying profitability mixed: GAAP operating income declined ~3% and GAAP EPS is down year‑over‑year (about an 8% drop), highlighting margin pressure despite the beat — a reason some investors may take profits or remain cautious. Lennox Reports 2026 First Quarter Results

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.