LCI Industries $LCII Shares Bought by Dynamic Technology Lab Private Ltd

Dynamic Technology Lab Private Ltd grew its holdings in LCI Industries (NYSE:LCII) by 101.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,461 shares of the company’s stock after purchasing an additional 9,779 shares during the quarter. Dynamic Technology Lab Private Ltd owned approximately 0.08% of LCI Industries worth $1,813,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Teacher Retirement System of Texas increased its position in LCI Industries by 174.5% during the third quarter. Teacher Retirement System of Texas now owns 32,624 shares of the company’s stock worth $3,039,000 after buying an additional 20,741 shares in the last quarter. Boston Partners lifted its position in shares of LCI Industries by 33.2% in the second quarter. Boston Partners now owns 320,186 shares of the company’s stock valued at $29,399,000 after acquiring an additional 79,847 shares in the last quarter. Timucuan Asset Management Inc. FL boosted its stake in shares of LCI Industries by 226.5% during the second quarter. Timucuan Asset Management Inc. FL now owns 35,318 shares of the company’s stock valued at $3,221,000 after acquiring an additional 24,500 shares during the last quarter. New York State Common Retirement Fund boosted its stake in shares of LCI Industries by 563.9% during the third quarter. New York State Common Retirement Fund now owns 51,846 shares of the company’s stock valued at $4,829,000 after acquiring an additional 44,037 shares during the last quarter. Finally, Campbell & CO Investment Adviser LLC increased its position in LCI Industries by 424.5% during the 3rd quarter. Campbell & CO Investment Adviser LLC now owns 47,423 shares of the company’s stock worth $4,417,000 after purchasing an additional 38,381 shares in the last quarter. 99.71% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages recently weighed in on LCII. Loop Capital reissued a “hold” rating and issued a $149.00 target price on shares of LCI Industries in a research note on Thursday, January 22nd. Robert W. Baird set a $150.00 price target on shares of LCI Industries in a research note on Thursday, February 19th. Wall Street Zen downgraded shares of LCI Industries from a “strong-buy” rating to a “buy” rating in a report on Saturday. BMO Capital Markets reissued a “market perform” rating and set a $155.00 price objective on shares of LCI Industries in a research note on Wednesday, February 18th. Finally, Roth Mkm restated a “neutral” rating and set a $164.00 target price on shares of LCI Industries in a research report on Thursday, February 19th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $156.67.

LCI Industries Trading Down 1.3%

NYSE LCII opened at $130.03 on Friday. The company has a market cap of $3.15 billion, a P/E ratio of 17.22 and a beta of 1.33. LCI Industries has a 12 month low of $72.31 and a 12 month high of $159.66. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.85 and a quick ratio of 1.14. The company has a 50-day moving average of $140.66 and a 200-day moving average of $117.17.

LCI Industries (NYSE:LCII) last released its earnings results on Wednesday, February 18th. The company reported $0.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.20. LCI Industries had a net margin of 4.57% and a return on equity of 13.55%. The business had revenue of $2.18 billion for the quarter, compared to analysts’ expectations of $913.04 million. During the same period last year, the company earned $0.37 earnings per share. LCI Industries has set its FY 2026 guidance at 8.250-9.25 EPS. As a group, equities analysts predict that LCI Industries will post 6.76 earnings per share for the current year.

LCI Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Friday, March 13th will be issued a $1.15 dividend. This represents a $4.60 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date is Friday, March 13th. LCI Industries’s dividend payout ratio (DPR) is 60.93%.

Insider Buying and Selling at LCI Industries

In related news, CEO Jason Lippert sold 30,000 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $145.03, for a total value of $4,350,900.00. Following the transaction, the chief executive officer directly owned 344,973 shares of the company’s stock, valued at approximately $50,031,434.19. This trade represents a 8.00% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Jamie Schnur sold 10,000 shares of LCI Industries stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $144.66, for a total value of $1,446,600.00. Following the completion of the transaction, the insider owned 19,420 shares in the company, valued at $2,809,297.20. The trade was a 33.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 90,000 shares of company stock worth $13,137,900 in the last quarter. 3.50% of the stock is owned by insiders.

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.