LKQ Corporation (NASDAQ:LKQ) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of LKQ Corporation (NASDAQ:LKQ) have received a consensus recommendation of “Moderate Buy” from the six research firms that are presently covering the stock, Marketbeat Ratings reports. Three research analysts have rated the stock with a hold rating and three have issued a buy rating on the company. The average 12-month target price among analysts that have updated their coverage on the stock in the last year is $36.6250.

Several equities analysts have weighed in on the company. Zacks Research upgraded LKQ from a “strong sell” rating to a “hold” rating in a report on Friday, May 1st. Barclays decreased their price target on shares of LKQ from $33.00 to $30.00 and set an “equal weight” rating on the stock in a research note on Tuesday, July 21st. Stephens dropped their price objective on shares of LKQ from $39.00 to $36.50 and set an “overweight” rating for the company in a research note on Tuesday, July 21st. Finally, Weiss Ratings upgraded shares of LKQ from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, May 4th.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of LKQ. Integrated Wealth Concepts LLC bought a new stake in shares of LKQ during the first quarter worth $278,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in LKQ by 2.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 31,476 shares of the auto parts company’s stock worth $1,339,000 after acquiring an additional 807 shares in the last quarter. Empowered Funds LLC purchased a new position in shares of LKQ during the first quarter worth approximately $1,162,000. BI Asset Management Fondsmaeglerselskab A S raised its stake in shares of LKQ by 170.0% during the second quarter. BI Asset Management Fondsmaeglerselskab A S now owns 7,886 shares of the auto parts company’s stock valued at $292,000 after acquiring an additional 4,965 shares in the last quarter. Finally, Kennedy Capital Management LLC grew its stake in LKQ by 41.2% in the third quarter. Kennedy Capital Management LLC now owns 314,467 shares of the auto parts company’s stock worth $9,604,000 after purchasing an additional 91,776 shares in the last quarter. 95.63% of the stock is owned by hedge funds and other institutional investors.

LKQ News Roundup

Here are the key news stories impacting LKQ this week:

• Positive Sentiment: Some large institutional investors increased their LKQ positions during the first quarter, including Capital World Investors and BlackRock. Analysts’ previously published price targets of $33 and $37 also remain well above the recent trading level, although neither represents a new catalyst. LKQ Q2 2026 Earnings
• Neutral Sentiment: Institutional trading was mixed: 241 investors added shares while 274 reduced positions. This suggests continued interest in LKQ but no clear consensus among large shareholders. LKQ Institutional Activity
• Negative Sentiment: LKQ reported quarterly adjusted earnings of $0.67 per share, below estimates ranging from $0.71 to $0.73 and down from $0.87 a year earlier. Revenue was approximately $3.41 billion, below estimates near $3.48 billion to $3.51 billion and down 3% year over year. LKQ Q2 Earnings and Revenues Lag Estimates
• Negative Sentiment: The company’s fiscal 2026 EPS guidance of $2.60 to $2.90 has a midpoint of $2.75, below the approximately $2.98 analyst consensus. The weaker outlook reinforces concerns about profitability and demand in LKQ’s auto-parts business. LKQ Announces Second-Quarter 2026 Results

LKQ Price Performance

Shares of LKQ stock traded down $4.21 on Thursday, hitting $22.18. 1,213,904 shares of the company traded hands, compared to its average volume of 2,786,509. The company has a debt-to-equity ratio of 0.51, a quick ratio of 0.60 and a current ratio of 1.54. The business has a 50-day simple moving average of $25.95 and a 200 day simple moving average of $29.25. LKQ has a 52 week low of $21.17 and a 52 week high of $37.13. The stock has a market capitalization of $5.65 billion, a P/E ratio of 10.99 and a beta of 0.83.

LKQ (NASDAQ:LKQ) last announced its quarterly earnings results on Thursday, July 30th. The auto parts company reported $0.67 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.71 by ($0.04). The company had revenue of $3.41 billion during the quarter, compared to the consensus estimate of $3.48 billion. LKQ had a net margin of 3.71% and a return on equity of 11.65%. The business’s revenue was down 3.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.87 earnings per share. LKQ has set its FY 2026 guidance at 2.600-2.900 EPS. Research analysts expect that LKQ will post 3 earnings per share for the current fiscal year.

About LKQ

LKQ Corporation is a leading provider of alternative and specialty parts to repair and accessorize automobiles and other vehicles. The company supplies a broad range of replacement components, including recycled original equipment manufacturer (OEM) parts, aftermarket parts, refurbished and remanufactured items. Its products support collision repair, mechanical repair and performance enhancement needs across passenger cars, heavy trucks and recreational vehicles.

Through a combination of in-house operations and strategic acquisitions, LKQ has developed a comprehensive product portfolio that extends beyond core replacement parts.