SecBot

SecBot
NYSE· Motor Vehicle Parts & Accessories· Inc. DE· CIK 0000763744

LCII

LCI INDUSTRIES
$82.11 ▼ -1.86%
Prev close $83.67
Market cap$2.0B
ConsensusBuy
12-mo target$127.70 (+54.2%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)24 New Institutional Positions23 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on LCII right now — valuation, ownership and activity at a glance.
Market Cap
$2.0B
Cap Size
Mid Cap
Analyst Consensus
Buy (61%)
Inst. Holders
50 funds
Inst. Value
$2.3B
Inst. Activity
24 buys / 23 sells
Insider Activity
$0.00 buy / $1.4M sell
Insider Net $
-$1.4M
Social Sentiment
50° Neutral
SEC Reports
20
Price chart 30d -18.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 8, 2026 ftd
FTD: LCII — 5,423 shares ($0.6M) failed to deliver
Settlement: 20260908, Price: $102.60, FTD Value: $556,399.8, LCI INDS COM (DE)
Aug 11, 2026 SEC
LCI Industries filed an 8-K disclosing that it and Patrick Industries each filed their HSR Act premerger notification fo
8-K — Impact 4/10
Aug 7, 2026 SEC
LCI Industries reported Q2 2026 adjusted results: net sales declined 4% YoY to $1.1 billion, but profitability improved
8-K — Impact 6/10
Aug 7, 2026 SEC
LCI Industries declared a regular quarterly cash dividend of $1.15 per share, payable September 4, 2026 to holders of re
8-K — Impact 2/10
Jul 18, 2026 Insider
Hureau Robert Paul was granted 1,133 shares
Director
Jun 30, 2026 Inst.
FMR LLC — TRIM
1,194,677 shares ($126.5M)
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — TRIM
623,929 shares ($66.1M)
Jun 3, 2026 Insider
SIRPILLA JOHN A. was granted 16,503 shares
Interim CEO
Analyst ratings buy % +15.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Buy 61% rate it Buy or better · 18 analysts
Strong Buy 5 28% Buy 6 33% Hold 7 39% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Aug 10, 2026Roth CapitalREITERATEBuy 56%
Aug 6, 2026StifelMAINTAINBuy 54%
Jul 20, 2026StifelMAINTAINBuy 54%
Jul 8, 2026Truist SecuritiesMAINTAINHold 55%
Jun 23, 2026BenchmarkMAINTAINBuy 54%
May 6, 2026BenchmarkMAINTAINBuy 54%
Apr 15, 2026Truist SecuritiesMAINTAINHold 55%
Mar 24, 2026StifelINITIATEBuy 54%
Feb 19, 2026BenchmarkMAINTAINBuy 54%
Jan 22, 2026Loop CapitalDOWNGRADEHold 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 20265670061%
Aug 1, 20265670061%
Jul 1, 20264670059%
Jun 1, 20264670059%
May 1, 20264590050%
Apr 1, 20264590050%
Mar 1, 20263590047%
Feb 1, 20263590047%
Price targets
Where 10 covering analysts think LCII trades over the next 12 months.
$127.70 +54.2% upside Strong Buy
Current$82.81 Low$114.00 Median$122.50 High$175.00 10 analysts
$114.00$175.00
Analyst rating None as of Oct 3, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
1 mentions 0 bullish 0 bearish 1 neutral
Recent posts
investing Neutral 13d 2h ago
US Mid Cap Highest Dividend Payers, Excluding REITs, Mortgage REITs, BDCs, Preferred Stocks, Funds & Partnership Units (2B$-10B$)
▲ 1 · 💬 3· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 5 bullish, 3 bearish, 2 mixed, 10 neutral · avg impact 4.8/10.
NEUTRAL8-K4/10
LCI Industries filed an 8-K disclosing that it and Patrick Industries each filed their HSR Act preme
Aug 11, 2026
BEARISH8-K6/10
LCI Industries reported Q2 2026 adjusted results: net sales declined 4% YoY to $1.1 billion, but pro
Aug 7, 2026
NEUTRAL8-K2/10
LCI Industries declared a regular quarterly cash dividend of $1.15 per share, payable September 4, 2
Aug 7, 2026
BEARISH8-K6/10
LCI Industries reported Q2 2026 adjusted EPS of $2.70 (+13% YoY, beating $2.56 consensus by 5.5%) bu
Aug 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 8, 2026
ftd
FTD: LCII — 5,423 shares ($0.6M) failed to deliver
Settlement: 20260908, Price: $102.60, FTD Value: $556,399.8, LCI INDS COM (DE)
Aug 5, 2026
earnings_calendar
LCII Q2 2026 Earnings Scheduled — 2026-08-05
Jul 17, 2026
ftd
FTD: LCII — 29,730 shares ($3.2M) failed to deliver
Settlement: 20260717, Price: $108.48, FTD Value: $3,225,110.4, LCI INDS COM (DE)
Jul 16, 2026
ftd
FTD: LCII — 19,621 shares ($2.0M) failed to deliver
Settlement: 20260716, Price: $104.12, FTD Value: $2,042,938.52, LCI INDS COM (DE)
Jul 1, 2026
short_volume
Short Volume: LCII — 66.6% short (0.4M / 0.5M)
Short: 350,168 | Exempt: 60 | TRF Vol: 525,619 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$2.13$1.92–$2.398.1%-7.5%0↑ 9↓$1.0B11
Next FY$9.45$8.95–$10.2111.2%-3.7%0↑ 9↓$4.2B11
Next Q$1.12$0.92–$1.3026.0%-11.7%0↑ 9↓$0.9B11
Current FY$8.50$8.27–$8.7213.9%-2.1%1↑ 7↓$4.0B11
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$2.129—
7d ago$2.138-0.009
30d ago$2.301-0.172
60d ago$2.323-0.194
90d ago$2.358-0.229
Institutional ownership
Which big funds own LCII (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.3B total value (21,987,242 shares) as of 2026-Q2. Top holders: BlackRock,, KAYNE, DIMENSIONAL. Net buying activity: 24 institutions added/increased vs 23 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.3,700,879$391.8M16.8%—
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,741,056$184.3M7.9%—
DIMENSIONAL FUND ADVISORS LP1,499,046$158.7M6.8%—
VANGUARD PORTFOLIO MANAGEMENT LLC1,489,246$157.7M6.8%—
FMR LLC1,194,677$126.5M5.4%TRIM -41.3%
VANGUARD CAPITAL MANAGEMENT LLC1,052,699$111.5M4.8%—
STATE STREET CORP949,136$100.5M4.3%—
GEODE CAPITAL MANAGEMENT, LLC689,629$73.0M3.1%—
ROYCE & ASSOCIATES LP648,826$68.7M3.0%—
AMERICAN CENTURY COMPANIES INC623,929$66.1M2.8%TRIM -30.2%
Recent position changes
FundActionPrevCurrentChangeValue
FMR LLCTRIM2,034,7111,194,677-41.3%$126.5M
AMERICAN CENTURY COMPANIES INCTRIM893,329623,929-30.2%$66.1M
PRINCIPAL FINANCIAL GROUP INCTRIM655,917405,876-38.1%$43.0M
GOLDMAN SACHS GROUP INCADD190,698343,801+80.3%$36.4M
Qube Research & Technologies LtdADD252,355322,538+27.8%$34.2M
ExodusPoint Capital Management, LPNEW—180,623—$19.1M
JPMORGAN CHASE & COTRIM492,978182,322-63.0%$18.4M
Clark Capital Management Group, Inc.ADD83,149158,689+90.8%$16.8M
Boston PartnersNEW—153,923—$16.2M
1832 Asset Management L.P.TRIM234,825120,375-48.7%$12.7M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$1.4M — $0.00 bought, $1.4M sold.
DateInsiderTitleTypeSharesPriceValue
Jul 18, 2026Hureau Robert PaulDirectorAWARD1,133——
Jun 3, 2026SIRPILLA JOHN A.Interim CEOAWARD16,503——
Jun 3, 2026Graham Tracy DDirectorD1,335——
Jun 3, 2026LIPPERT JASONPresident , CEOD38,033——
Jun 3, 2026LIPPERT JASONPresident , CEOD26,066——
May 12, 2026Deely BrendanDirectorEXERCISE1,761$112.42$198.0K
May 12, 2026Graham Tracy DDirectorAWARD1,335——
May 12, 2026Deely BrendanDirectorAWARD1,335——
May 12, 2026Graham Tracy DDirectorEXERCISE1,761$112.42$198.0K
May 12, 2026Mains Stephanie K.DirectorAWARD1,335——
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LCII.
Shares short
2,081,164
Settlement Sep 15, 2026
Change vs prior
-4.0%
Semi-monthly cycle
Days to cover
7.3
At avg daily volume
Of shares outstanding
≈8.6%
Estimate — not % of float
All LCII filing & press-release reports (23)