De Lisle Partners LLP Increases Stake in LCI Industries $LCII

De Lisle Partners LLP raised its position in LCI Industries (NYSE:LCII) by 8.7% during the fourth quarter, HoldingsChannel reports. The firm owned 90,952 shares of the company’s stock after purchasing an additional 7,300 shares during the period. LCI Industries comprises 1.4% of De Lisle Partners LLP’s holdings, making the stock its 14th biggest position. De Lisle Partners LLP’s holdings in LCI Industries were worth $11,042,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in LCII. AQR Capital Management LLC purchased a new position in LCI Industries in the 1st quarter valued at $588,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in LCI Industries by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,759 shares of the company’s stock valued at $1,290,000 after purchasing an additional 643 shares in the last quarter. Empowered Funds LLC purchased a new position in LCI Industries in the 1st quarter valued at $1,124,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in LCI Industries by 10.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 76,660 shares of the company’s stock valued at $6,702,000 after purchasing an additional 7,515 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership purchased a new position in LCI Industries in the 2nd quarter valued at $1,542,000. Hedge funds and other institutional investors own 99.71% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on LCII shares. Stifel Nicolaus assumed coverage on LCI Industries in a report on Tuesday, March 24th. They issued a “buy” rating and a $152.00 price objective on the stock. Zacks Research lowered LCI Industries from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Truist Financial reduced their price target on LCI Industries from $147.00 to $135.00 and set a “hold” rating on the stock in a report on Tuesday, April 14th. Benchmark reduced their price target on LCI Industries from $175.00 to $150.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Finally, Robert W. Baird set a $140.00 price target on LCI Industries in a report on Wednesday, May 6th. Three research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $149.29.

LCI Industries Stock Up 1.6%

NYSE LCII opened at $93.09 on Friday. The firm has a market cap of $2.26 billion, a PE ratio of 11.44 and a beta of 1.17. LCI Industries has a 52 week low of $84.33 and a 52 week high of $159.66. The business’s fifty day simple moving average is $113.28 and its 200-day simple moving average is $125.07. The company has a quick ratio of 1.20, a current ratio of 2.91 and a debt-to-equity ratio of 0.68.

LCI Industries (NYSE:LCII) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $2.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.22 by $0.37. The firm had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.08 billion. LCI Industries had a net margin of 4.84% and a return on equity of 14.03%. LCI Industries’s revenue was up 4.3% on a year-over-year basis. During the same period in the previous year, the firm earned $2.19 EPS. LCI Industries has set its FY 2026 guidance at 8.750-9.250 EPS. As a group, equities analysts anticipate that LCI Industries will post 8.95 earnings per share for the current year.

LCI Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 12th. Investors of record on Friday, May 29th were issued a $1.15 dividend. This represents a $4.60 annualized dividend and a yield of 4.9%. The ex-dividend date was Friday, May 29th. LCI Industries’s payout ratio is 56.51%.

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.