California State Teachers Retirement System Sells 1,335 Shares of Lennox International, Inc. $LII

California State Teachers Retirement System lowered its position in Lennox International, Inc. (NYSE:LII) by 3.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,282 shares of the construction company’s stock after selling 1,335 shares during the quarter. California State Teachers Retirement System’s holdings in Lennox International were worth $19,624,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of LII. Root Financial Partners LLC raised its stake in shares of Lennox International by 137.9% during the first quarter. Root Financial Partners LLC now owns 69 shares of the construction company’s stock worth $32,000 after acquiring an additional 40 shares in the last quarter. Huntington National Bank boosted its stake in shares of Lennox International by 51.8% in the 4th quarter. Huntington National Bank now owns 85 shares of the construction company’s stock valued at $41,000 after purchasing an additional 29 shares in the last quarter. MUFG Securities EMEA plc purchased a new stake in shares of Lennox International in the 2nd quarter valued at $54,000. Torren Management LLC bought a new position in shares of Lennox International during the 4th quarter valued at $70,000. Finally, Oslo Pensjonsforsikring AS bought a new position in shares of Lennox International during the 1st quarter valued at $118,000. 67.07% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts have weighed in on LII shares. BNP Paribas Exane began coverage on shares of Lennox International in a research note on Tuesday, April 14th. They issued a “neutral” rating and a $535.00 price target for the company. Weiss Ratings raised Lennox International from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, June 18th. Barclays decreased their price objective on Lennox International from $600.00 to $597.00 and set an “overweight” rating on the stock in a report on Thursday, April 30th. Royal Bank Of Canada lowered their target price on Lennox International from $579.00 to $469.00 and set a “sector perform” rating for the company in a research note on Thursday. Finally, Wells Fargo & Company increased their target price on Lennox International from $480.00 to $555.00 and gave the company an “equal weight” rating in a report on Thursday, April 30th. Five research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Lennox International has a consensus rating of “Hold” and an average target price of $546.58.

Key Lennox International News

Here are the key news stories impacting Lennox International this week:

• Positive Sentiment: Goldman Sachs lowered its price target from $625 to $547 but maintained a Buy rating, implying substantial upside from recent levels. The target reduction appears to reflect a more cautious forecast rather than a change in Goldman’s long-term view. Benzinga price-target report
• Positive Sentiment: Lennox reported second-quarter adjusted earnings of $7.72 per share, narrowly ahead of the $7.67 analyst consensus. Revenue increased approximately 3% year over year to $1.55 billion, with commercial-related demand providing some support. Lennox International Q2 2026 earnings call summary
• Neutral Sentiment: Royal Bank of Canada cut its price target from $579 to $469 and shifted to a Sector Perform rating. The revised target still indicates potential upside, but the rating signals limited near-term conviction. Benzinga price-target report
• Negative Sentiment: Revenue fell short of expectations, while residential HVAC demand weakened. Investors were also concerned that margin pressure and a reduced fiscal-year earnings outlook—$23.00 to $24.00 per share—could limit near-term profit growth. LII Q2 deep dive
• Negative Sentiment: The broader HVAC sector sold off amid concerns about earnings quality, margin compression and uncertainty surrounding data-center-related demand. Those industry concerns added to the pressure on LII after its results. HVAC stocks selloff report

Insiders Place Their Bets

In other news, CAO Chris Kosel sold 971 shares of Lennox International stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $544.80, for a total value of $529,000.80. Following the sale, the chief accounting officer directly owned 1,090 shares in the company, valued at approximately $593,832. This trade represents a 47.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 9.80% of the company’s stock.

Lennox International Trading Down 0.4%

Shares of LII opened at $415.87 on Friday. The stock has a market capitalization of $14.37 billion, a P/E ratio of 18.80, a PEG ratio of 1.62 and a beta of 1.16. Lennox International, Inc. has a twelve month low of $411.40 and a twelve month high of $621.90. The company has a quick ratio of 0.64, a current ratio of 1.57 and a debt-to-equity ratio of 0.89. The firm has a fifty day simple moving average of $528.11 and a two-hundred day simple moving average of $515.33.

Lennox International (NYSE:LII) last issued its quarterly earnings data on Wednesday, July 29th. The construction company reported $7.72 EPS for the quarter, beating the consensus estimate of $7.67 by $0.05. The firm had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.56 billion. Lennox International had a net margin of 14.61% and a return on equity of 66.42%. The company’s quarterly revenue was up 3.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $7.82 earnings per share. Lennox International has set its FY 2026 guidance at 23.000-24.000 EPS. On average, research analysts anticipate that Lennox International, Inc. will post 23.77 EPS for the current year.

Lennox International Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were given a dividend of $1.36 per share. This represents a $5.44 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Tuesday, June 30th. This is a positive change from Lennox International’s previous quarterly dividend of $1.30. Lennox International’s dividend payout ratio is currently 24.48%.

Lennox International Company Profile

Lennox International Inc is a global manufacturer of climate control products and services, principally serving residential and commercial heating, ventilation and air conditioning (HVAC) markets. The company designs, engineers and produces a range of products including furnaces, air conditioners, heat pumps, air handlers, packaged rooftop units and related controls and indoor air quality equipment. Lennox also supplies aftermarket parts and accessories and supports its product lines with technical service, training and warranty programs for dealer and distribution partners.

Originally founded in 1895 by Dave Lennox, the company has grown from its early roots into a multinational business with operations concentrated in North America and a presence in other international markets.