Robert W. Baird Sticks to Their Hold Rating for LCI Industries (LCII)
Robert W. Baird analyst Craig Kennison maintained a Hold rating on LCI Industries (LCII) with a price target of $105.00. The analyst's average return is -1.0% with a 42.83% success rate. The consensus among analysts for LCI Industries is a Moderate Buy, with an average price target of $122.60.
Understanding the Setup: (LCII) and Scalable Risk
This article analyzes LCI Industries (NASDAQ: LCII) with a focus on its current market sentiment, which is weak across all horizons, supporting a short bias. It details institutional trading strategies, including position, momentum breakout, and risk hedging, along with a multi-timeframe signal analysis, all generated by AI models. The analysis indicates elevated downside risk for LCII.
LCI Industries (NYSE:LCII) Hits New 52-Week Low - Should You Sell?
LCI Industries (NYSE:LCII) recently hit a new 52-week low of $82.78, trading below its 50-day and 200-day moving averages. Despite beating quarterly EPS expectations, the company reported a 12.6% year-over-year revenue decline, yet maintains a $1.15 quarterly dividend, yielding 5.6%. Analyst sentiment is mixed, with a "Hold" consensus and an average price target of $126.25, while some recommend a "Buy" and others a "Sell" or "Strong Sell."
Patrick CEO Expects Approval of Merger With LCI
Patrick Industries CEO Andy Nemeth expects the U.S. Department of Justice to respond to its proposed merger with LCI Industries around October 9, 2026. The companies have refiled premerger notifications, resetting the antitrust waiting period, and anticipate completing the transaction in the first half of 2027. Nemeth stated that the combined entity, which will serve outdoor enthusiast, housing, and transportation markets, plans to finalize a new name and logo by the time the final proxy statement is filed.
Patrick Industries expects US DOJ response to LCI deal around Oct. 9
Patrick Industries CEO Andy Nemeth stated that the company anticipates a formal response from the US Department of Justice regarding its acquisition of LCI Industries around October 9. The companies refiled premerger notifications to establish this waiting period expiration date. Nemeth expressed confidence that the transaction is on track for completion in the first half of 2027.
A 30-day window for Justice Department discussions precedes Patrick Industries (PATK)'s planned LCI merger vote.
Patrick Industries anticipates completing its merger with LCI Industries in the first half of 2027, with a preliminary shareholder vote targeted for mid-November 2026. The company refiled its Hart-Scott-Rodino submission on September 9, 2026, to allow an additional 30 days for Department of Justice review, expecting a formal response around October 9, 2026. A Form S-4 registration statement and preliminary proxy were filed with the SEC on September 23, 2026, and an integration planning team is in place.
LCI Industries expects Patrick merger vote in late 2026 | LCII SEC Filing - Form 425
LCI Industries (LCII) expects a shareholder vote on its proposed merger with Patrick Industries towards the end of 2026. Interim CEO Johnny Sirpilla informed employees that the process is moving through legal, financial, and government approvals, including the filing of a preliminary Form S-4 registration statement. The companies have not yet begun integration planning and will remain separate until the merger officially closes.
LCI Industries (LCII) On The RV Travel Narrative And Why Valuation Is Back In Focus
LCI Industries (LCII) has seen a significant share price decline recently but is considered 35.4% undervalued against a fair value of $129.40. The company, a diversified RV components operation, is poised to benefit from the expanding RV market driven by demographic shifts and continued travel normalization. However, investors are weighing the long-term potential against risks such as weak RV demand, higher tariffs, and input costs.
LCI Industries stock hits 52-week low at $84.31
LCI Industries (LCII) stock has fallen to a new 52-week low of $84.31, marking a 10.56% decline over the past year and a 29% drop in six months. Despite these challenges, InvestingPro data suggests the stock may be undervalued and oversold. The company recently reported Q2 adjusted EPS of $2.70, exceeding some estimates, but revenue of $1.06 billion missed expectations, leading Jefferies to lower its price target to $120.
LCI Industries Inc (LCII) Stock Down 3.3% -- Now Undervalued? GF Score: 79/100
LCI Industries Inc (LCII) shares dropped 3.3% to $85.03, now trading near its 52-week low. Despite the decline, the stock is considered undervalued by 28.1% according to GuruFocus's GF Value, with a strong GF Score of 79/100. However, investors should note the moderate financial strength, significant insider selling, and moderate growth outlook.
(LCII) Risk Channels and Responsive Allocation
The article provides an AI-generated analysis for LCI Industries (NASDAQ: LCII), highlighting weak near and mid-term sentiment but a neutral long-term outlook. It identifies an exceptional 77.3:1 risk-reward setup, targeting a 22.3% gain versus 0.3% risk. The analysis also details three distinct institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored to different risk profiles.
LCI Industries stock holds steady as investors look to latest earnings and demand trends
LCI Industries (LCII) stock is trading around recent levels on Nasdaq as investors evaluate the company's latest reported revenue and profit trends, with a focus on demand for recreational vehicles and related components. The company's recent quarterly report showed improved revenue, net income, and operating margins, driven by cost discipline, better production capacity utilization, and a favorable product mix. Analysts are closely watching upcoming earnings releases for further indications of demand and margin expansion, which could influence future price targets.
Engineers Gate Manager LP Raises Stock Holdings in LCI Industries $LCII
Engineers Gate Manager LP significantly increased its stake in LCI Industries (NYSE:LCII) by 305.2% in the second quarter, now holding 16,127 shares valued at $1.7 million. Despite institutional investors owning 99.71% of the company, and LCI Industries beating EPS expectations, its revenue decreased by 12.6% year-over-year. Analysts currently maintain a "Hold" rating for LCII, with a consensus price target of $126.25, while the stock trades near its 52-week low.
Amundi Has $477,000 Stock Holdings in LCI Industries $LCII
Amundi significantly reduced its stake in LCI Industries (LCII) by 96.5% in the second quarter, selling over 124,000 shares but still retaining 4,505 shares valued at approximately $477,000. Institutional investors now own 99.71% of the company. Despite a "Hold" consensus rating and a lowered price target by Benchmark, LCI Industries exceeded quarterly EPS estimates, though revenue declined year over year, and the company pays a quarterly dividend yielding 5.3%.
LCI Industries Selects ketteQ for Next-Gen Supply Chain Planning
LCI Industries' Lippert unit has chosen ketteQ as its next-generation supply chain planning platform, leveraging its AI-native architecture for anticipated automation benefits. This strategic system upgrade aims to modernize supply planning with AI, though investors will need to see tangible gains like improved inventory turns or margins post-implementation for a larger impact. The move is expected to lower operating expenses and free planners for higher-value tasks without requiring a full rip-and-replace, thus reducing transition risks.
LCI Industries' Lippert Unit Chooses ketteQ for Supply Chain Planning Platform
LCI Industries' Lippert unit has selected ketteQ as its new supply-chain planning platform. The article provides this key information but indicates that further details are behind a premium paywall.
(LCII) Movement Within Algorithmic Entry Frameworks
This article analyzes LCII's stock movement within algorithmic entry frameworks, highlighting weak near and mid-term sentiment but a neutral long-term outlook. It identifies support and resistance levels, an exceptional risk-reward setup, and provides three distinct trading strategies (Position, Momentum Breakout, Risk Hedging) generated by AI models. The analysis also includes multi-timeframe signal insights for different horizons.
Squarepoint Ops LLC Acquires 21,771 Shares of LCI Industries $LCII
Squarepoint Ops LLC increased its stake in LCI Industries (NYSE:LCII) by 32.6% in the second quarter, now owning 88,640 shares valued at $9.4 million. Despite institutional investors holding 99.71% of the company, analysts maintain a cautious "Hold" rating with an average price target of $126.25, while Zacks recently downgraded the stock to "strong sell." LCI Industries reported mixed financial results, beating EPS estimates at $2.70 but experiencing a 12.6% year-over-year revenue decline to $1.10 billion, and offers a quarterly dividend of $1.15, yielding 4.9% annually.
US antitrust review restarts for LCI Industries (NYSE: LCII) merger plan
LCI Industries (LCII) has refiled its Hart-Scott-Rodino (HSR) antitrust notification for its planned merger with Patrick Industries, resetting the waiting period. Both companies initially filed on August 5, 2026, with LCI voluntarily withdrawing on September 4, 2026, and refiling on September 9, 2026. The merger remains conditional on the expiration or termination of this new waiting period and other closing conditions.
LCI Industries (NYSE:LCII) Receives Average Rating of "Hold" from Analysts
LCI Industries (NYSE: LCII) has received an average "Hold" rating from analysts, with a consensus 12-month price target of $126.25. The company recently reported quarterly earnings of $2.70 per share, exceeding expectations, though revenue declined by 12.6% year-over-year to $1.10 billion. LCI Industries also pays a quarterly dividend of $1.15, resulting in a 4.5% yield.
The Manufacturers Life Insurance Company Makes New Investment in LCI Industries $LCII
The Manufacturers Life Insurance Company has acquired 11,489 shares of LCI Industries, valued at approximately $1.2 million, as of the second quarter. Other institutional investors have also adjusted their holdings, with institutional ownership now at 99.71%. Analysts generally maintain a "Hold" rating on LCII with an average price target of $126.25, while the company recently exceeded earnings expectations despite a revenue decline and declared a quarterly dividend of $1.15 per share.
12,418 Shares in LCI Industries $LCII Purchased by Corient Private Wealth LP
Corient Private Wealth LP recently acquired 12,418 shares of LCI Industries (NYSE:LCII) totaling approximately $1.315 million, a new position for the firm. Other institutional investors also increased their holdings in LCII, with institutional ownership now at 99.71%. The company reported Q2 EPS of $2.70, beating estimates, and pays a quarterly dividend of $1.15, resulting in a 4.5% yield, while analysts maintain a "Hold" rating with an average price target of $126.25.
Legal & General Group Plc Invests $6.02 Million in LCI Industries $LCII
Legal & General Group Plc has acquired a new stake of 56,888 shares in LCI Industries, valued at approximately $6.02 million, making up about 0.23% of the company. LCI Industries surpassed its quarterly EPS estimates but saw a 12.6% year-over-year revenue decline, while institutional investors collectively own 99.71% of the stock. The company declared a quarterly dividend of $1.15 per share, and analysts maintain a consensus "Hold" rating with an average price target of $126.25.
Moore Capital Management LP Invests $5.29 Million in LCI Industries $LCII
Moore Capital Management LP has acquired a new stake in LCI Industries (NYSE:LCII) worth approximately $5.29 million, purchasing 50,000 shares. LCI Industries, a manufacturer for the RV and marine industries, reported quarterly EPS of $2.70 against expectations of $2.58, though revenue declined 12.6% year-over-year. The company maintains a "Hold" rating from analysts with a target price of $126.25 and offers an annual dividend of $4.60 per share, yielding 4.6%.
Lippert Excited to Help Lead Fun Town RV to ‘Next Level’
Fun Town RV has announced that Jason Lippert has been named Chief Executive Officer, with current Founder and CEO Jarrod McGhee transitioning to Founder/Chairman. Lippert, who previously led LCI Industries to significant growth, will work with McGhee to expand Fun Town RV's entrepreneurial foundation and develop its operational capabilities for future growth. The move aims to leverage Lippert's experience in scaling large organizations with Fun Town RV's strong market presence and entrepreneurial spirit.
LCI Industries (0DI) Q1 2023 Earnings Report - Results, Call & Slides
LCI Industries (0DI) reported its Q1 2023 earnings, significantly beating analyst expectations with an actual EPS of €0.25 against a consensus of -€0.02, and actual revenue of €840.02M against an expected €753.99M. Despite a 40.82% year-over-year revenue decline, the company surpassed both EPS and revenue forecasts. The next earnings date is estimated for November 3, 2026.
LCI Industries (0DI) Q4 2023 Earnings Report - Results, Call & Slides
LCI Industries (0DI) released its Q4 2023 earnings report, indicating an actual EPS of -€0.08, missing the consensus of €0.13. However, the company beat revenue expectations with €723.44M against an expected €722.10M, despite a 6.35% YoY revenue decline. The report includes details on the earnings call and slide deck, along with historical earnings data.
LCI Industries (0DI) Q3 2023 Earnings Report - Results, Call & Slides
LCI Industries (0DI) reported its Q3 2023 earnings, missing both EPS and revenue expectations. The company posted an actual EPS of €0.88 against a consensus of €1.18 and actual revenue of €828.62M compared to an expected €870.75M, representing a 15.26% year-over-year revenue decline. The earnings call took place on November 7, 2023, and the next earnings report is estimated for November 3, 2026.
Empowered Funds LLC Purchases Shares of 100,329 LCI Industries $LCII
Empowered Funds LLC acquired a new stake in LCI Industries, purchasing 100,329 shares valued at approximately $10.6 million, giving them a 0.41% stake in the company. Institutional investors collectively own 99.71% of LCI Industries. Despite cautious analyst sentiment with a "Hold" rating and lowered price targets, LCI Industries beat quarterly EPS estimates and declared a $1.15 per share quarterly dividend.
De Lisle Partners LLP Makes New $10.08 Million Investment in LCI Industries $LCII
De Lisle Partners LLP has made a new investment of $10.08 million in LCI Industries, acquiring 94,952 shares, which now represents 1.1% of their portfolio. LCI Industries reported mixed quarterly results with EPS beating estimates but revenue declining year-over-year, while maintaining its fiscal 2026 EPS guidance and declaring a $1.15 per share quarterly dividend. Analysts currently hold a consensus "Hold" rating for LCII with a price target of $126.25.
Callan Family Office LLC Makes New Investment in LCI Industries $LCII
Callan Family Office LLC has made a new investment in LCI Industries (NYSE:LCII) during the second quarter, acquiring 22,676 shares valued at approximately $2.40 million. Several other institutional investors also adjusted their positions in LCII, indicating significant institutional interest. Analysts have issued mixed ratings, with an average price target of $126.25, and the company recently announced a quarterly dividend of $1.15 per share.
Is LCI Industries Inc (LCII) a Bargain After 3.3% Drop? GF Value Says Undervalued
LCI Industries Inc (LCII) experienced a 3.3% stock drop, leading its shares to trade at $101.98, which is 13.7% below its GF Value™ estimate of $118.22, suggesting it is undervalued. The company has a solid GF Score™ of 79/100, with a strong valuation rank but moderate momentum. Despite institutional investors adding to their positions, significant insider selling of $13.1 million raises a cautionary flag for potential investors.
NewEdge Wealth LLC Invests $1.87 Million in LCI Industries $LCII
NewEdge Wealth LLC has acquired a new position in LCI Industries (NYSE:LCII), purchasing 17,697 shares valued at approximately $1.87 million. Other institutional investors have also adjusted their holdings in the company, which currently has 99.71% institutional ownership. Despite mixed analyst ratings, LCI Industries exceeded quarterly EPS estimates but saw a decline in revenue year-over-year, and recently declared a quarterly dividend of $1.15.
LCI Industries To Go Ex-Dividend On August 21st, 2026 With 1.15 USD Dividend Per Share
LCI Industries is set to go ex-dividend on August 21st, 2026, with a dividend of 1.15 USD per share. Investors who wish to receive this dividend must own shares before the ex-dividend date.
LCI Industries (LCII) Files Shelf Registration For Over $100 Million ESOP Offering
LCI Industries (LCII) has filed a shelf registration for over $100 million for a potential Employee Stock Ownership Plan (ESOP) related common stock offering. This move allows the company to issue shares over time, impacting its capital structure and employee ownership levels. Despite this, the company has affirmed a regular quarterly dividend of $1.15 per share, indicating a focus on both employee alignment and shareholder returns.
142,665 Shares in LCI Industries $LCII Acquired by Rice Hall James & Associates LLC
Rice Hall James & Associates LLC recently acquired 142,665 shares of LCI Industries (NYSE:LCII) valued at approximately $15.1 million, giving them a 0.59% stake in the company. LCI Industries beat quarterly earnings expectations with an EPS of $2.70, declared a quarterly dividend of $1.15 per share, and maintains a consensus "Hold" rating from analysts with a target price of $126.25. The company's stock trades near $104.42, and institutional investors collectively own 99.71% of its shares.
LCI Industries (LCII) Files Shelf Registration For Over $100 Million ESOP Offering
LCI Industries (NYSE:LCII) has filed a shelf registration statement for over $100 million for a potential Employee Stock Ownership Plan (ESOP) related common stock offering. This move aims to align employees with the company's manufacturing footprint while maintaining its existing income profile, as evidenced by the affirmed quarterly dividend of US$1.15 per share. Investors will be watching how the payout ratio evolves and if free cash flow comfortably covers both dividends and ESOP-related share issuance.
Kayne Anderson Rudnick (LCII) discloses 6.0% LCI Industries ownership stake
Kayne Anderson Rudnick Investment Management, LLC has reported a beneficial ownership stake of 6.0% in LCI Industries (LCII), amounting to 1,741,252 shares. The firm holds sole voting power over 1,248,888 shares and shared voting power over 285,520 shares, as well as sole dispositive power over 1,455,732 shares and shared dispositive power over 285,520 shares. This disclosure, filed as a Schedule 13G/A, indicates a significant minority stake by an institutional investor.
Fort Washington Investment Advisors Inc. OH Purchases 44,341 Shares of LCI Industries $LCII
Fort Washington Investment Advisors Inc. OH increased its stake in LCI Industries (LCII) by 23.7% in the second quarter, acquiring an additional 44,341 shares, bringing its total holding to 231,782 shares valued at approximately $24.5 million. LCI Industries exceeded EPS expectations, reporting $2.70 against a $2.58 consensus, despite a 12.6% year-over-year revenue decline to $1.10 billion. The company declared a quarterly dividend of $1.15 per share, and analysts currently have a "Hold" rating with an average price target of $126.25.
Bank of America Corp DE Has $44.67 Million Position in LCI Industries $LCII
Bank of America Corp DE decreased its stake in LCI Industries by 12.6% in the first quarter, selling over 52,000 shares but retaining 363,271 shares valued at approximately $44.7 million. Despite beating EPS estimates, LCI Industries' revenue fell short of expectations, declining 12.6% year-over-year. The company has a "Hold" consensus rating from analysts with an average price target of $126.25 and recently declared a quarterly dividend of $1.15 per share, yielding 4.3%.
LCI Industries (NYSE:LCII) Receives Average Recommendation of "Hold" from Analysts
LCI Industries (NYSE:LCII) has received an average "Hold" recommendation from analysts, with a target price of $126.25. Recent analyst actions have been mixed, including some target price cuts and a downgrade to "strong sell" by Zacks Research. The company surpassed quarterly earnings expectations, reporting $2.70 EPS against a forecast of $2.58, but its revenue declined 12.6% year-over-year to $1.10 billion.
LCI Industries (LCII) Q2 2026 Earnings Call Transcript
LCI Industries (LCII) reported Q2 2026 earnings, demonstrating improved profitability despite softened demand in the outdoor recreation industry. The company focused on self-help initiatives and operational efficiencies to expand margins, while also managing a proposed merger with Patrick Industries. LCI Industries also highlighted growth in its aftermarket segment and adjacent OEM markets, along with efforts to pass through tariff refunds to customers.
LCI Industries and Patrick Industries file HSR notices for planned mergers
LCI Industries and Patrick Industries have filed Hart-Scott-Rodino notifications as part of their agreed mergers. The merger involves a two-step process where LCI will become a subsidiary of Patrick. HSR waiting period clearance is a closing condition, with other conditions needing to be satisfied or waived.
LCI Industries (LCII) advances Patrick merger with antitrust and proxy steps
LCI Industries (LCII) has announced significant progress in its proposed merger with Patrick Industries, filing Premerger Notification and Report Forms under the Hart-Scott-Rodino Antitrust Improvements Act. Both companies also plan to file a joint proxy statement/prospectus on Form S-4 to solicit shareholder approval, which is a key condition for the merger's completion. The merger aims to integrate LCI as a wholly-owned subsidiary of Patrick, with the transaction still subject to various closing conditions including regulatory and shareholder approvals.
LCI Industries boosts profit despite sales drop, with 29% upside potential after price target cut.
LCI Industries improved its profitability with an 8% rise in adjusted operating profit despite a 4% decline in net sales and weaker demand in the outdoor recreation market. Even though Roth Capital lowered its price target for LCI Industries to $135 from $155, the stock still shows approximately 29% potential upside. The company's effective cost management helped it surpass earnings estimates, demonstrating resilience amidst sales challenges.
Janus Henderson Group PLC Trims Position in LCI Industries $LCII
Janus Henderson Group PLC significantly reduced its stake in LCI Industries (NYSE:LCII) by 83.7% in the first quarter, selling 58,989 shares and retaining 11,489 shares valued at approximately $1.4 million. Despite the institutional selling, LCI Industries reported strong quarterly earnings of $2.70 per share, exceeding estimates, though revenue declined year-over-year. The company announced a quarterly dividend of $1.15 per share and analysts maintain a consensus "Hold" rating with an average price target of $129.88.
LCI Industries Declares Quarterly Cash Dividend to Shareholders
LCI Industries has declared a regular quarterly cash dividend of $1.15 per share, payable on September 4, 2026, to shareholders of record as of August 21, 2026. This move reflects the company's confidence in its financial position and commitment to returning capital to investors. While analysts rate LCII as a "Buy" with a $130 price target, TipRanks' AI Analyst, Spark, rates it as "Neutral" due to a mix of improving financials and cyclical demand pressures.
LCI Industries (LCII) Is Up 6.3% After Margin Expansion Amid Softer Sales And Lowered Guidance – Has The Bull Case Changed?
LCI Industries (LCII) reported Q2 2026 results with sales of US$968.68 million and net income of US$67.14 million, alongside lowered 2026 revenue guidance of US$3.9 billion to US$4.1 billion. Despite softer sales and a reduced outlook, the company improved earnings per share and operating margins, while also reaffirming operating margin targets of 7.5% to 8.0%. This suggests that cost efficiency and aftermarket growth are offsetting cyclical OEM softness, though prolonged RV demand weakness remains a risk.
LCI Industries Lowers Expected 2026 RV Shipments to 280K–300K
LCI Industries (NYSE: LCII) reported solid second-quarter 2026 results with a 16% increase in net income, driven by operational efficiencies despite soft outdoor recreation demand. The company lowered its expected 2026 North American RV wholesale shipments to 280,000–300,000 units, down from a previous forecast of 315,000–330,000, and adjusted its full-year revenue outlook. LCI Industries also announced a definitive agreement to merge with Patrick Industries, Inc.
LCI Industries To Go Ex-Dividend On August 21st, 2026 With 1.15 USD Dividend Per Share
LCI Industries (NYSE:LCII) is scheduled to go ex-dividend on August 21st, 2026, with a dividend payment of 1.15 USD per share. Shareholders who own the stock before this date will be eligible for the payment. The company has a history of consistent dividend payments.
