Market Cap
$12.3B
LII
LENNOX INTERNATIONAL INC
$356.30 ▼ -1.15%
Prev close $360.46Market cap$12.3B
ConsensusSell
12-mo target$476.93 (+33.9%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (2 insiders)32 New Institutional Positions18 Institutional ExitsCongressional Activity (1) Industrials & Manufacturing
Snapshot
The big-picture read on LII right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (39%)
Inst. Holders
50 funds
Inst. Value
$13.0B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $1.1M sell
Insider Net $
-$1.1M
SEC Reports
5
Congressional
1 trades
Price chart 30d -7.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 18, 2026 dividend
Lennox Declares Quarterly Dividend
DALLAS, Sept. 18, 2026 /PRNewswire/ -- The Lennox (NYSE: LII) board of directors approved a quarterl
Aug 10, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Aug 6, 2026 Insider
Jul 29, 2026 SEC NORRIS JOHN W III gifted 8,988 shares
Director
Lennox reported Q2 2026 EPS of $7.72, essentially flat YoY and in line with consensus of $7.70, on revenue of $1.545B (+
8-K — Impact 6/10
{ "summary": "Lennox International (LII) won a partial motion to dismiss in a Texas federal court, getting fraud and b
COURT-RULING — Impact 5/10
Jun 30, 2026 Inst.
MILLENNIUM MANAGEMENT LLC — DOUBLED
683,440 shares ($391.6M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
360,498 shares ($206.5M)
Jun 26, 2026 Event
HSR Early Termination: Lennox International Inc.; Platinum Equity Small Cap Fund II, L.P. c/o Platinum Equity
The FTC granted early termination of the HSR Act waiting period for a transaction involving Lennox I
Analyst ratings buy % +2.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
39% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Sep 14, 2026 | Deutsche Bank | DOWNGRADE | Hold | 58% |
| Sep 3, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jul 31, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Apr 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Apr 30, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Apr 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Apr 14, 2026 | BNP Paribas | INITIATE | Neutral | — |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 5 | 12 | 2 | 0 | 39% | |
| Aug 1, 2026 | 4 | 5 | 12 | 2 | 0 | 39% | |
| Jul 1, 2026 | 4 | 5 | 12 | 2 | 0 | 39% | |
| Jun 1, 2026 | 4 | 5 | 14 | 2 | 0 | 36% | |
| May 1, 2026 | 4 | 5 | 14 | 2 | 0 | 36% | |
| Apr 1, 2026 | 4 | 5 | 13 | 2 | 0 | 38% | |
| Mar 1, 2026 | 4 | 5 | 13 | 2 | 0 | 38% | |
| Feb 1, 2026 | 4 | 5 | 13 | 2 | 0 | 38% |
Price targets
Where 14 covering analysts think LII trades over the next 12 months.
$476.93 +33.9% upside Strong Buy
Current$356.30 Low$375.00 Median$459.50 High$600.00 14 analysts
$375.00$600.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 0 bullish, 2 bearish, 0 mixed, 3 neutral · avg impact 4.0/10.
BEARISH8-K6/10
Lennox reported Q2 2026 EPS of $7.72, essentially flat YoY and in line with consensus of $7.70, on r
Jul 29, 2026
NEUTRALCOURT-RULING5/10
{ "summary": "Lennox International (LII) won a partial motion to dismiss in a Texas federal court,
Jul 4, 2026
BEARISHCOURT-RULING5/10
A Delaware district court denied in part Lennox's motion to dismiss counterclaims by former executiv
Jun 24, 2026
NEUTRAL8-K2/10
Lennox International filed a routine 8-K reporting the resignation of board member Sivasankaran Soma
May 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 18, 2026
dividend
Lennox Declares Quarterly Dividend
DALLAS, Sept. 18, 2026 /PRNewswire/ -- The Lennox (NYSE: LII) board of directors approved a quarterly cash dividend of $1.36 per share of common stock
Sep 10, 2026
ftd
FTD: LII — 1,724 shares ($0.6M) failed to deliver
Settlement: 20260910, Price: $375.78, FTD Value: $647,844.72, LENNOX INTL INC
Sep 7, 2026
dark_pool
Dark Pool: LII — 0.6M shares, 30,645 trades
Week starting 2026-09-07. Total ATS volume: 624,016 shares across 30,645 trades.
Aug 31, 2026
dark_pool
Dark Pool: LII — 0.8M shares, 36,025 trades
Week starting 2026-08-31. Total ATS volume: 780,226 shares across 36,025 trades.
Aug 27, 2026
ftd
FTD: LII — 2,939 shares ($1.2M) failed to deliver
Settlement: 20260827, Price: $393.72, FTD Value: $1,157,143.08, LENNOX INTL INC
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $7.49 | $6.94–$7.91 | 7.3% | -0.4% | 0↑ 2↓ | $1.6B | 17 |
| Next Q | $5.04 | $4.70–$5.52 | 13.2% | -1.0% | 0↑ 2↓ | $1.3B | 17 |
| Current FY | $23.60 | $23.06–$24.35 | 1.9% | -0.3% | 0↑ 2↓ | $5.6B | 18 |
| Next FY | $26.08 | $24.44–$28.07 | 10.5% | -1.0% | 0↑ 2↓ | $5.9B | 18 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $7.491 | — |
| 7d ago | $7.477 | +0.014 |
| 30d ago | $7.523 | -0.032 |
| 60d ago | $7.523 | -0.032 |
| 90d ago | $7.958 | -0.467 |
Institutional ownership
Which big funds own LII (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $13.0B total value (22,679,940 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, Capital. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 2,975,559 | $1.7B | 13.1% | — |
| Capital International Investors | 2,482,381 | $1.4B | 10.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,057,463 | $1.2B | 9.1% | — |
| VIKING GLOBAL INVESTORS LP | 1,590,959 | $911.5M | 7.0% | — |
| STATE STREET CORP | 1,483,993 | $852.2M | 6.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,415,531 | $811.0M | 6.2% | — |
| MORGAN STANLEY | 1,013,833 | $580.9M | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 863,378 | $492.8M | 3.8% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 739,856 | $423.9M | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 183,166 | 683,440 | +273.1% | $391.6M |
| NORGES BANK | NEW | — | 360,498 | — | $206.5M |
| CITADEL ADVISORS LLC | TRIM | 644,634 | 355,166 | -44.9% | $203.5M |
| CIBC Bancorp USA Inc. | DOUBLED | 9,621 | 319,784 | +3223.8% | $183.3M |
| DEUTSCHE BANK AG\ | ADD | 213,223 | 277,827 | +30.3% | $159.2M |
| UBS Group AG | TRIM | 394,603 | 226,165 | -42.7% | $129.6M |
| BARCLAYS PLC | ADD | 99,416 | 183,902 | +85.0% | $105.4M |
| CITIGROUP INC | ADD | 76,750 | 151,325 | +97.2% | $86.7M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | ADD | 72,218 | 130,925 | +81.3% | $75.0M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 7,078 | 125,834 | +1677.8% | $72.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 44 transactions. Net -$1.1M — $0.00 bought, $1.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | NORRIS JOHN W III | Director | GIFT | 8,988 | — | — |
| May 28, 2026 | NORRIS JOHN W III | Director | GIFT | 990 | — | — |
| May 26, 2026 | Somasundaram Sivasankaran | Director | D | 343 | — | — |
| May 21, 2026 | Vander Ark Jon | Director | AWARD | 343 | — | — |
| May 21, 2026 | TESKE TODD J | Director | AWARD | 343 | — | — |
| May 21, 2026 | Wall Shane D | Director | AWARD | 343 | — | — |
| May 21, 2026 | NORRIS JOHN W III | Director | AWARD | 343 | — | — |
| May 21, 2026 | Somasundaram Sivasankaran | Director | AWARD | 343 | — | — |
| May 21, 2026 | Embree Tracy A | Director | AWARD | 343 | — | — |
| May 21, 2026 | Buck Sherry | Director | AWARD | 343 | — | — |
Congressional trades
LII trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Lennox International Inc | Sep 7, 2026(29d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LII.
Shares short
2,164,972
Settlement Sep 15, 2026
Change vs prior
+14.0%
Semi-monthly cycle
Days to cover
4.2
At avg daily volume
Of shares outstanding
≈6.3%
Estimate — not % of float
All LII filing & press-release reports (5)
- 8-K reportJul 29, 2026
- COURT-RULING reportJul 4, 2026
- COURT-RULING reportJun 24, 2026
- 8-K reportMay 28, 2026
- DEFA14A reportApr 8, 2026