Stifel Nicolaus Has Lowered Expectations for LCI Industries (NYSE:LCII) Stock Price

LCI Industries (NYSE:LCII) had its price objective cut by Stifel Nicolaus from $137.00 to $130.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Stifel Nicolaus’ target price would indicate a potential upside of 22.06% from the stock’s current price.

A number of other analysts have also recently commented on LCII. Zacks Research cut LCI Industries from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. Wall Street Zen lowered shares of LCI Industries from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Roth Capital upgraded shares of LCI Industries from a “neutral” rating to a “buy” rating and set a $164.00 target price on the stock in a research report on Wednesday, May 6th. Weiss Ratings cut LCI Industries from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, June 4th. Finally, Benchmark reduced their target price on LCI Industries from $150.00 to $125.00 and set a “buy” rating for the company in a report on Tuesday, June 23rd. Three equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $132.50.

LCI Industries Stock Performance

LCII traded down $0.66 during trading on Thursday, reaching $106.51. 32,258 shares of the company’s stock were exchanged, compared to its average volume of 402,678. The company’s fifty day simple moving average is $100.93 and its 200-day simple moving average is $119.57. The stock has a market capitalization of $2.59 billion, a P/E ratio of 13.08 and a beta of 1.18. The company has a debt-to-equity ratio of 0.68, a current ratio of 2.91 and a quick ratio of 1.20. LCI Industries has a 1 year low of $84.33 and a 1 year high of $159.66.

LCI Industries (NYSE:LCII) last issued its earnings results on Wednesday, August 5th. The company reported $2.70 EPS for the quarter, topping analysts’ consensus estimates of $2.57 by $0.13. The firm had revenue of $1.06 billion for the quarter, compared to the consensus estimate of $1.12 billion. LCI Industries had a return on equity of 14.03% and a net margin of 4.84%.The company’s revenue was down 12.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.39 earnings per share. LCI Industries has set its FY 2026 guidance at 8.250-8.750 EPS. As a group, research analysts predict that LCI Industries will post 8.71 earnings per share for the current fiscal year.

Hedge Funds Weigh In On LCI Industries

A number of hedge funds and other institutional investors have recently bought and sold shares of LCII. Huntington National Bank increased its holdings in LCI Industries by 79.8% during the 4th quarter. Huntington National Bank now owns 205 shares of the company’s stock worth $25,000 after purchasing an additional 91 shares during the period. Salomon & Ludwin LLC boosted its stake in shares of LCI Industries by 1,818.2% in the 4th quarter. Salomon & Ludwin LLC now owns 211 shares of the company’s stock valued at $26,000 after buying an additional 200 shares during the period. Global Retirement Partners LLC purchased a new position in shares of LCI Industries in the 4th quarter valued at about $30,000. Northwestern Mutual Wealth Management Co. grew its position in shares of LCI Industries by 358.8% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 624 shares of the company’s stock worth $58,000 after buying an additional 488 shares in the last quarter. Finally, Clearstead Advisors LLC grew its position in shares of LCI Industries by 36.8% during the fourth quarter. Clearstead Advisors LLC now owns 517 shares of the company’s stock worth $63,000 after buying an additional 139 shares in the last quarter. 99.71% of the stock is currently owned by hedge funds and other institutional investors.

Key LCI Industries News

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

• Positive Sentiment: LCI Industries reported quarterly earnings of approximately $2.70 per share, above the $2.57–$2.63 analyst consensus and up from $2.39 a year earlier. Profitability also improved, with reported net income rising 16% and operating margin expanding to 9.9% from 7.9%. LCI Q2 Earnings Top Estimates
• Positive Sentiment: The aftermarket business remained a bright spot, with sales increasing 10% to approximately $293.9 million. The company also ended June with about $812 million of liquidity, supporting financial flexibility. LCI Industries Q2 Net Income Rises
• Neutral Sentiment: LCI announced a definitive all-stock merger agreement with Patrick Industries. The transaction could create strategic and operating benefits, but investors may remain cautious until they receive more details about the deal’s timing, structure and expected synergies. LCI Industries Q2 Earnings Call Transcript
• Negative Sentiment: Quarterly revenue was approximately $1.0 billion to $1.06 billion, below the roughly $1.12 billion consensus estimate and down about 12.5% year over year. OEM sales dropped 20% to $674.8 million, reflecting continued weakness in the recreational-vehicle and related manufacturing markets. LCI Industries Reports Second Quarter Financial Results
• Negative Sentiment: LCI’s updated 2026 outlook calls for revenue of $3.9 billion–$4.1 billion and adjusted EPS of $8.25–$8.75, below consensus expectations of approximately $4.2 billion in revenue and $8.81 EPS. The guidance reduction is likely the main reason the stock has decreased despite the earnings beat. LCI Industries Earnings Report

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.