Lennox shares rise after Q1 results and higher 2026 revenue growth outlook

Lennox International Inc. (LII) is up 4.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move higher appears tied to Lennox’s first-quarter results and management’s updated 2026 outlook. While profitability and GAAP EPS were down year over year, investors may be focusing on better-than-feared demand signals, acquisition-driven growth, and a higher full-year revenue growth target while EPS guidance stayed intact.

Details:

Lennox reported first-quarter revenue of about $1.1 billion, up 6% year over year, with growth driven largely by completed acquisitions.

GAAP diluted EPS was $3.35 and GAAP operating income was $164 million, both down versus the prior year quarter.

The company maintained full-year 2026 EPS guidance of $23.50 to $25.00 and reiterated free cash flow guidance of $750 million to $850 million.

Full-year 2026 revenue growth guidance was updated to approximately 8% (including an estimated 4% benefit from acquisitions), which may have helped sentiment despite near-term margin pressure.

Sources:

PR Newswire, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$LII Insider Trading Activity

$LII insiders have traded $LII stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $LII stock by insiders over the last 6 months:

TODD J TESKE has made 0 purchases and 2 sales selling 1,300 shares for an estimated $668,525.
CHRIS KOSEL (VP-Corp Controller and CAO) sold 254 shares for an estimated $136,271
SHANE D WALL sold 100 shares for an estimated $54,001

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

$LII Hedge Fund Activity

We have seen 258 institutional investors add shares of $LII stock to their portfolio, and 382 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

M&T BANK CORP added 3,523,561 shares (+566488.9%) to their portfolio in Q4 2025, for an estimated $1,710,970,750
CAPITAL INTERNATIONAL INVESTORS added 1,361,570 shares (+91.3%) to their portfolio in Q4 2025, for an estimated $661,151,160
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 678,918 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $329,669,002
VIKING GLOBAL INVESTORS LP added 621,311 shares (+inf%) to their portfolio in Q4 2025, for an estimated $301,696,195
FISHER ASSET MANAGEMENT, LLC removed 566,964 shares (-94.7%) from their portfolio in Q4 2025, for an estimated $275,306,379
CITADEL ADVISORS LLC added 342,247 shares (+123.0%) to their portfolio in Q4 2025, for an estimated $166,188,298
MORGAN STANLEY removed 273,991 shares (-20.7%) from their portfolio in Q4 2025, for an estimated $133,044,549

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$LII Price Targets

Multiple analysts have issued price targets for $LII recently. We have seen 8 analysts offer price targets for $LII in the last 6 months, with a median target of $534.5.

Here are some recent targets:

Andrew Buscaglia from BNP Paribas set a target price of $535.0 on 04/14/2026
Joseph O'Dea from Wells Fargo set a target price of $480.0 on 04/01/2026
Julian Mitchell from Barclays set a target price of $600.0 on 04/01/2026
Noah Kaye from Oppenheimer set a target price of $645.0 on 03/05/2026
Betsy Graseck from Morgan Stanley set a target price of $450.0 on 02/02/2026
Deane Dray from RBC Capital set a target price of $534.0 on 01/29/2026
Stephen Tusa from JP Morgan set a target price of $541.0 on 01/16/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.