Fox Run Management L.L.C. Invests $1.49 Million in LCI Industries $LCII

Fox Run Management L.L.C. bought a new position in shares of LCI Industries (NYSE:LCII) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 12,283 shares of the company’s stock, valued at approximately $1,490,000.

Several other institutional investors have also recently made changes to their positions in LCII. AQR Capital Management LLC purchased a new stake in shares of LCI Industries during the 1st quarter valued at approximately $588,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of LCI Industries by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,759 shares of the company’s stock valued at $1,290,000 after buying an additional 643 shares during the period. Empowered Funds LLC purchased a new stake in shares of LCI Industries during the 1st quarter valued at approximately $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 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 76,660 shares of the company’s stock valued at $6,702,000 after buying an additional 7,515 shares during the period. Finally, Arrowstreet Capital Limited Partnership purchased a new stake in shares of LCI Industries during the 2nd quarter valued at approximately $1,542,000. Hedge funds and other institutional investors own 99.71% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently commented on LCII shares. Wall Street Zen lowered shares of LCI Industries from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Weiss Ratings lowered shares of LCI Industries from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday. BMO Capital Markets reaffirmed a “market perform” rating and set a $155.00 price target on shares of LCI Industries in a research report on Wednesday, February 18th. Truist Financial reduced their price target on shares of LCI Industries from $147.00 to $135.00 and set a “hold” rating on the stock in a research report on Tuesday, April 14th. Finally, Robert W. Baird set a $140.00 price target on shares of LCI Industries in a research report on Wednesday, May 6th. Three equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $149.29.

LCI Industries Stock Down 1.5%

Shares of NYSE LCII opened at $92.81 on Tuesday. The firm has a market cap of $2.25 billion, a price-to-earnings ratio of 11.40 and a beta of 1.17. The company has a quick ratio of 1.20, a current ratio of 2.91 and a debt-to-equity ratio of 0.68. LCI Industries has a 52-week low of $84.33 and a 52-week high of $159.66. The business’s 50 day moving average is $115.64 and its two-hundred day moving average is $125.64.

LCI Industries (NYSE:LCII) last announced its earnings results on Tuesday, May 5th. The company reported $2.59 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. The company had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.08 billion. LCI Industries had a return on equity of 14.03% and a net margin of 4.84%.The firm’s quarterly revenue was up 4.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.19 earnings per share. LCI Industries has set its FY 2026 guidance at 8.750-9.250 EPS. Research analysts predict that LCI Industries will post 8.95 EPS for the current year.

LCI Industries Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Friday, May 29th will be given a $1.15 dividend. The ex-dividend date of this dividend is Friday, May 29th. This represents a $4.60 dividend on an annualized basis and a yield of 5.0%. LCI Industries’s payout ratio is presently 56.51%.

LCI Industries Profile

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.