LCI IndustriesLCII
LCII
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
3% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 39
3% less call options, than puts
Call options by funds: $15.9M | Put options by funds: $16.3M
2% less funds holding
Funds holding: 299 [Q3] → 292 (-7) [Q4]
2.34% less ownership
Funds ownership: 106.92% [Q3] → 104.58% (-2.34%) [Q4]
10% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 107
16% less capital invested
Capital invested by funds: $3.28B [Q3] → $2.75B (-$528M) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$108
24%
upside
Avg. target
$108
24%
upside
High target
$108
24%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Truist Securities Michael Swartz 11% 1-year accuracy 5 / 47 met price target | 24%upside $108 | Hold Maintained | 10 Feb 2025 |
Financial journalist opinion
Based on 5 articles about LCII published over the past 30 days
Positive
Seeking Alpha
2 weeks ago
History Says Shut Up And Buy: 12 Hyper-Growth Blue Chips To Buy Right Now
Market corrections, like the recent dip, are normal and temporary, with historical data showing average declines of 13-14% since 1950. Long-term investors should stay the course. Corrections often lead to robust recoveries, with historical returns averaging 25% in the year following volatility like the one we just experienced. Asset allocation, not market timing, is key. A balanced portfolio of stocks and bonds has historically minimized risk and delivered consistent returns.
Neutral
Business Wire
2 weeks ago
LCI Industries to Participate in Upcoming Roth Capital Partners Conference
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets will participate in the 37th Annual Roth Conference from March 17-18, 2025. LCI Industries will participate in a fireside chat as well as engage in one-on-one meetings with institutional investors and analysts. The conference will be at the Laguna Cliffs Marriott Resort & Spa located in Dana Point, California. Please contact Roth Capital Partn.
Neutral
Business Wire
2 weeks ago
LCI Industries Announces Pricing of Offering of $400 Million Aggregate Principal Amount of 3.00% Convertible Senior Notes
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII) (the “Company”), a leading supplier of engineered components to the recreation and transportation markets, priced $400.0 million in aggregate principal amount of 3.00% convertible senior notes due 2030 (the “Notes”) in a previously announced private placement (the “Offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). In.
Positive
Zacks Investment Research
2 weeks ago
Are Investors Undervaluing LCI Industries (LCII) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Neutral
Business Wire
2 weeks ago
LCI Industries Announces Proposed Offering of $400 Million Aggregate Principal Amount of Convertible Senior Notes and Proposed Refinance of Term Loan
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII) (the “Company”), a leading supplier of engineered components to the recreation and transportation markets, today announced that it intends to offer, subject to market conditions and other factors, $400.0 million in aggregate principal amount of convertible senior notes due 2030 (the “Notes”) in a private placement (the “Offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securi.
Neutral
Business Wire
1 month ago
LCI Industries to Participate in Upcoming Raymond James Conference
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets will participate in Raymond James' 46th Annual Institutional Investors Conference on March 3, 2025. LCI Industries will participate in a fireside chat as well as engage in one-on-one meetings with institutional investors and analysts. The conference will be at the JW Marriott Orlando Grande Lakes Hotel, located in Orlando, FL. Please contact Raymo.
Neutral
Business Wire
1 month ago
LCI Industries Declares Quarterly Cash Dividend
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, today announced that its Board of Directors approved a regular quarterly cash dividend of $1.15 per share of common stock. The dividend is payable on March 21, 2025, to stockholders of record at the close of business on March 7, 2025. About LCI Industries LCI Industries (NYSE: LCII), through its Lippert subsidiary, is a global leader in supplying.
Neutral
Seeking Alpha
1 month ago
LCI Industries (LCII) Q4 2024 Earnings Call Transcript
LCI Industries (NYSE:LCII ) Q4 2024 Results Conference Call February 11, 2025 8:30 AM ET Company Participants Lillian Etzkorn - Chief Financial Officer Jason Lippert - President and Chief Executive Officer Kip Emenhiser - VP of Finance and Treasurer Conference Call Participants Fred Wightman - Wolfe Research Daniel Moore - CJS Securities Joe Altobello - Raymond James Scott Stember - ROTH Capital Partners Mike Swartz - Truist Securities Patrick Buckley - Jefferies Brandon Rollé - D.A. Davidson Tristan Thomas-Martin - BMO Capital Markets Alice Wycklendt - Baird Operator Hello, and welcome, everyone, to the LCI Industries Fourth Quarter and Full Year 2024 Conference Call.
Positive
Zacks Investment Research
1 month ago
LCI (LCII) Surpasses Q4 Earnings and Revenue Estimates
LCI (LCII) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to loss of $0.09 per share a year ago.
Neutral
Business Wire
1 month ago
LCI Industries Reports Fourth Quarter and Full Year Financial Results
ELKHART, Ind.--(BUSINESS WIRE)--LCI Industries (NYSE: LCII), a leading supplier of engineered components to the recreation and transportation markets, today reported fourth quarter and full year 2024 results. “Lippert demonstrated continued market leadership and resilience in 2024, leveraging cost savings and operational improvements to increase EBITDA by $89 million over 2023. This performance came despite a challenging RV and marine industry backdrop, as meaningful investments toward innovati.
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