SG Americas Securities LLC Increases Stock Position in Lennox International, Inc. $LII

25 Jun 2026, 08:33 by Tristan Rich · The Markets Daily

SG Americas Securities LLC grew its holdings in Lennox International, Inc. (NYSE:LII – Free Report) by 78.0% during the 1st quarter, Holdings Channel reports. The firm owned 56,797 shares of the construction company’s stock after buying an additional 24,893 shares during the period. SG Americas Securities LLC’s holdings in Lennox International were worth $26,361,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the business. QV Investors Inc. raised its position in shares of Lennox International by 53.0% during the 4th quarter. QV Investors Inc. now owns 7,784 shares of the construction company’s stock worth $3,780,000 after purchasing an additional 2,695 shares during the last quarter. Chilton Investment Co. Inc. purchased a new stake in Lennox International in the 3rd quarter valued at approximately $4,151,000. Tudor Investment Corp ET AL acquired a new stake in Lennox International during the 3rd quarter valued at $20,847,000. V Square Quantitative Management LLC acquired a new stake in Lennox International during the 4th quarter valued at $519,000. Finally, Bank of New York Mellon Corp increased its position in Lennox International by 10.2% during the fourth quarter. Bank of New York Mellon Corp now owns 203,539 shares of the construction company’s stock worth $98,835,000 after buying an additional 18,901 shares in the last quarter. 67.07% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Lennox International

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

Lennox International Price Performance

LII stock opened at $551.33 on Thursday. The stock has a market capitalization of $19.19 billion, a price-to-earnings ratio of 24.81, a price-to-earnings-growth ratio of 2.00 and a beta of 1.18. The company has a quick ratio of 0.64, a current ratio of 1.57 and a debt-to-equity ratio of 0.94. Lennox International, Inc. has a 52-week low of $434.06 and a 52-week high of $689.44. The stock’s fifty day simple moving average is $509.07 and its 200-day simple moving average is $508.33.

Lennox International (NYSE:LII – Get Free Report) last released its earnings results on Wednesday, April 29th. The construction company reported $3.35 EPS for the quarter, beating the consensus estimate of $3.16 by $0.19. Lennox International had a return on equity of 73.27% and a net margin of 14.89%.The firm had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.07 billion. During the same period in the prior year, the firm posted $3.63 earnings per share. The business’s quarterly revenue was up 5.8% compared to the same quarter last year. Lennox International has set its FY 2026 guidance at 23.500-25.000 EPS. Equities research analysts expect that Lennox International, Inc. will post 24.35 EPS for the current year.

Lennox International Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be paid a dividend of $1.36 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $5.44 dividend on an annualized basis and a dividend yield of 1.0%. This is an increase from Lennox International’s previous quarterly dividend of $1.30. Lennox International’s dividend payout ratio is currently 23.40%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on LII. Wall Street Zen upgraded Lennox International from a “sell” rating to a “hold” rating in a research report on Saturday, March 7th. William Blair reiterated an “outperform” rating on shares of Lennox International in a research report on Thursday, March 5th. Royal Bank Of Canada upped their target price on shares of Lennox International from $485.00 to $579.00 and gave the company a “sector perform” rating in a report on Thursday, April 30th. Barclays decreased their price target on shares of Lennox International from $600.00 to $597.00 and set an “overweight” rating on the stock in a research note on Thursday, April 30th. Finally, Wells Fargo & Company lifted their price target on shares of Lennox International from $480.00 to $555.00 and gave the stock an “equal weight” rating in a report on Thursday, April 30th. Five investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $575.46.

View Our Latest Stock Analysis on LII

About Lennox International

(Free Report)

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.