LCI Industries (NYSE:LCII) Insider Jamie Schnur Sells 10,000 Shares

LCI Industries (NYSE:LCII) insider Jamie Schnur sold 10,000 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $147.65, for a total value of $1,476,500.00. Following the completion of the transaction, the insider directly owned 29,420 shares in the company, valued at approximately $4,343,863. The trade was a 25.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

Jamie Schnur also recently made the following trade(s):

• On Monday, February 23rd, Jamie Schnur sold 10,000 shares of LCI Industries stock. The stock was sold at an average price of $144.66, for a total transaction of $1,446,600.00.

LCI Industries Stock Down 0.5%

Shares of NYSE:LCII opened at $141.25 on Wednesday. The firm has a market cap of $3.42 billion, a PE ratio of 18.71 and a beta of 1.32. The company has a fifty day simple moving average of $138.96 and a 200 day simple moving average of $115.50. The company has a current ratio of 2.85, a quick ratio of 1.14 and a debt-to-equity ratio of 0.69. LCI Industries has a 12-month low of $72.31 and a 12-month high of $159.66.

LCI Industries (NYSE:LCII) last announced its quarterly earnings data on Wednesday, February 18th. The company reported $0.89 earnings per share for the quarter, topping the consensus estimate of $0.69 by $0.20. The company had revenue of $932.70 million during the quarter, compared to analyst estimates of $913.04 million. LCI Industries had a net margin of 4.57% and a return on equity of 13.55%. During the same period last year, the business earned $0.37 EPS. LCI Industries has set its FY 2026 guidance at 8.250-9.25 EPS. On average, equities research analysts anticipate that LCI Industries will post 6.76 EPS for the current fiscal year.

Analyst Ratings Changes

Several analysts have issued reports on LCII shares. Truist Financial set a $147.00 price objective on LCI Industries in a research note on Tuesday, January 20th. Benchmark upped their price target on LCI Industries from $130.00 to $175.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Loop Capital restated a “hold” rating and set a $149.00 price objective on shares of LCI Industries in a research note on Thursday, January 22nd. Roth Mkm reiterated a “neutral” rating and set a $164.00 target price on shares of LCI Industries in a research note on Thursday, February 19th. Finally, Zacks Research raised shares of LCI Industries from a “hold” rating to a “strong-buy” rating in a research report on Friday, February 20th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, LCI Industries has a consensus rating of “Hold” and a consensus target price of $156.67.

LCI Industries News Roundup

Here are the key news stories impacting LCI Industries this week:

• Positive Sentiment: Zacks named LCII among three auto OEMs seeing upward earnings-estimate revisions despite a tougher 2026 outlook — analyst estimate momentum can support the stock multiple and investor confidence. 3 Top Auto OEM Stocks With Solid Estimates Revision in a Tough Scenario
• Positive Sentiment: LCI announced it will participate in upcoming investor conferences — increased management access and investor visibility may help reinforce guidance and attract new buyers. LCI Industries Announces Participation in Upcoming Investor Conferences
• Negative Sentiment: Significant insider selling this week: CEO Jason Lippert sold a total of ~50,000 shares across Feb. 20–24 (SEC filing). Other insiders (Jamie Schnur and Ryan R. Smith) also sold ~40,000 combined — collectively ~90,000 shares, representing several million dollars of sales. Large, clustered insider sales can sap near-term sentiment even when fundamentals are solid; filings: CEO/insider SEC forms linked below. CEO Form 4 Jamie Schnur Form 4 Ryan Smith Form 4

Hedge Funds Weigh In On LCI Industries

Several hedge funds and other institutional investors have recently modified their holdings of LCII. Teacher Retirement System of Texas grew its position in shares of LCI Industries by 25.0% during the second quarter. Teacher Retirement System of Texas now owns 11,883 shares of the company’s stock worth $1,084,000 after acquiring an additional 2,380 shares during the last quarter. Timucuan Asset Management Inc. FL boosted its stake in LCI Industries by 226.5% during the 2nd quarter. Timucuan Asset Management Inc. FL now owns 35,318 shares of the company’s stock valued at $3,221,000 after purchasing an additional 24,500 shares during the period. New York State Common Retirement Fund grew its position in LCI Industries by 563.9% in the 3rd quarter. New York State Common Retirement Fund now owns 51,846 shares of the company’s stock worth $4,829,000 after purchasing an additional 44,037 shares during the last quarter. Boston Partners grew its position in LCI Industries by 33.2% in the 2nd quarter. Boston Partners now owns 320,186 shares of the company’s stock worth $29,399,000 after purchasing an additional 79,847 shares during the last quarter. Finally, Campbell & CO Investment Adviser LLC increased its stake in shares of LCI Industries by 424.5% in the third quarter. Campbell & CO Investment Adviser LLC now owns 47,423 shares of the company’s stock valued at $4,417,000 after purchasing an additional 38,381 shares during the period. Institutional investors and hedge funds own 99.71% of the company’s stock.

About LCI Industries

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.