LCI Industries (NYSE:LCII) Price Target Cut to $150.00 by Analysts at Benchmark

LCI Industries (NYSE:LCII) had its price target reduced by Benchmark from $175.00 to $150.00 in a research report report published on Wednesday,Benzinga reports. They currently have a buy rating on the stock.

Other equities research analysts also recently issued research reports about the company. Truist Financial dropped their target price on LCI Industries from $147.00 to $135.00 and set a “hold” rating for the company in a research report on Tuesday, April 14th. BMO Capital Markets reiterated a “market perform” rating and issued a $155.00 price objective on shares of LCI Industries in a research report on Wednesday, February 18th. Stifel Nicolaus started coverage on LCI Industries in a report on Tuesday, March 24th. They set a “buy” rating and a $152.00 price objective for the company. Loop Capital restated a “hold” rating and set a $149.00 target price on shares of LCI Industries in a research report on Thursday, January 22nd. Finally, Zacks Research cut shares of LCI Industries from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. Three investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $149.29.

LCI Industries Price Performance

LCI Industries stock opened at $116.94 on Wednesday. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.14 and a current ratio of 2.91. The firm has a market cap of $2.84 billion, a P/E ratio of 14.37 and a beta of 1.21. LCI Industries has a 52 week low of $82.29 and a 52 week high of $159.66. The business’s fifty day moving average is $124.30 and its two-hundred day moving average is $124.27.

LCI Industries (NYSE:LCII) last announced its earnings results on Tuesday, May 5th. The company reported $2.59 earnings per share for the quarter, topping analysts’ consensus estimates of $2.22 by $0.37. The company had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.08 billion. LCI Industries had a net margin of 4.84% and a return on equity of 14.03%. The company’s revenue was up 4.3% on a year-over-year basis. During the same period in the previous year, the firm posted $2.19 earnings per share. LCI Industries has set its FY 2026 guidance at 8.750-9.250 EPS. Equities research analysts forecast that LCI Industries will post 8.84 earnings per share for the current fiscal year.

LCI Industries Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Friday, March 13th were issued a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a yield of 3.9%. The ex-dividend date was Friday, March 13th. LCI Industries’s dividend payout ratio is currently 56.51%.

Insider Buying and Selling at LCI Industries

In other news, insider Jamie Schnur sold 10,000 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $144.66, for a total transaction of $1,446,600.00. Following the completion of the transaction, the insider directly owned 19,420 shares in the company, valued at approximately $2,809,297.20. The trade was a 33.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Jason Lippert sold 30,000 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $145.03, for a total transaction of $4,350,900.00. Following the completion of the sale, the chief executive officer directly owned 344,973 shares of the company’s stock, valued at $50,031,434.19. The trade was a 8.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 90,000 shares of company stock valued at $13,137,900. 3.30% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On LCI Industries

Several institutional investors and hedge funds have recently made changes to their positions in LCII. AQR Capital Management LLC acquired a new stake in LCI Industries during the 1st quarter worth $588,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in LCI Industries by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,759 shares of the company’s stock valued at $1,290,000 after acquiring an additional 643 shares during the period. Empowered Funds LLC bought a new stake in shares of LCI Industries in the first quarter worth about $1,124,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of LCI Industries by 10.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 76,660 shares of the company’s stock worth $6,702,000 after purchasing an additional 7,515 shares during the period. Finally, Arrowstreet Capital Limited Partnership acquired a new stake in shares of LCI Industries during the second quarter worth about $1,542,000. Institutional investors and hedge funds own 99.71% of the company’s stock.

Key LCI Industries News

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

• Positive Sentiment: Q1 beat and upgraded FY guidance — Earnings topped EPS and revenue estimates and management reiterated a solid FY2026 EPS range slightly above consensus, supporting the stock’s move higher. MarketBeat Earnings Release
• Positive Sentiment: Analyst commentary and coverage highlight the beat — Multiple outlets and analysts note the company delivered “solid Q1 growth,” reinforcing bullish views on near-term fundamentals. TipRanks Article
• Positive Sentiment: Positive investor write-ups — Recent pieces argue LCI’s results and outlook support continued recovery and margin improvement in its end markets. Seeking Alpha Bullish Piece
• Neutral Sentiment: Detailed metrics and presentation available — Management’s slide deck and call transcript provide more granularity on backlog, margins and segment performance for investors doing deeper due diligence. Earnings Presentation
• Neutral Sentiment: Third-party analysis confirms beats — Coverage from Zacks and others compares key metrics to Street estimates, confirming the upside surprise but noting areas to monitor. Zacks Analysis
• Negative Sentiment: Benchmark trims price target — Benchmark cut its target from $175 to $150 (still a buy), reducing implied upside and signaling more conservative expectations from some sell-side analysts. TickerReport / Benzinga
• Negative Sentiment: Consensus analyst stance is mixed — An aggregate “Hold”/average rating suggests some analysts see limited near-term upside despite the beat; investor reactions may therefore be muted if guidance doesn’t accelerate. AmericanBankingNews Analyst Summary

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.