Lithia Motors (LAD)

• Market cap: $7.77B
• 1 day: -3.77%
• 5 days: -1.24%
• 1 month: -14.15%
• 3 months: -18.06%
• 6 months: -7.81%
• Year to date: -15.19%
• 1 year: -2.51%
• 5 years: 254.34%
• 10 years: 205.96%
• Sector: Consumer Discretionary
• Industry: Auto Dealers & Gasoline Stations

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

85% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 48

13% more capital invested

Capital invested by funds: $8.88B [Q3] → $10B (+$1.13B) [Q4]

9% more funds holding

Funds holding: 400 [Q3] → 434 (+34) [Q4]

4% more call options, than puts

Call options by funds: $43.5M | Put options by funds: $41.9M

0.41% more ownership

Funds ownership: 104.7% [Q3] → 105.12% (+0.41%) [Q4]

24% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 162

27% less funds holding in top 10

Funds holding in top 10: 11 [Q3] → 8 (-3) [Q4]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $360 22% upside
• Avg. target: $399 35% upside
• High target: $440 49% upside

5 analyst ratings

• positive: 4 80%
• neutral: 1 20%
• negative: 0 0%

JP Morgan Rajat Gupta 63% 1-year accuracy 29 / 46 met price target	22% upside $360	Overweight Maintained	27 Mar 2025
Benchmark Michael Albanese 10% 1-year accuracy 2 / 20 met price target	35% upside $400	Buy Reiterated	20 Feb 2025
Evercore ISI Group Douglas Dutton 33% 1-year accuracy 1 / 3 met price target	49% upside $440	Outperform Maintained	18 Feb 2025
Wells Fargo Colin Langan 19% 1-year accuracy 7 / 36 met price target	34% upside $397	Equal-Weight Maintained	13 Feb 2025
Benchmark Michael Ward 56% 1-year accuracy 10 / 18 met price target	35% upside $400	Buy Initiated	8 Jan 2025