Lithia Motors, Inc. $LAD Position Raised by Jones Financial Companies Lllp

Jones Financial Companies Lllp lifted its position in shares of Lithia Motors, Inc. (NYSE:LAD) by 184.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 2,680 shares of the company’s stock after acquiring an additional 1,739 shares during the period. Jones Financial Companies Lllp’s holdings in Lithia Motors were worth $855,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of the company. Mitsubishi UFJ Trust & Banking Corp bought a new stake in shares of Lithia Motors during the third quarter valued at approximately $1,601,000. Arkadios Wealth Advisors acquired a new stake in Lithia Motors in the 3rd quarter valued at approximately $557,000. Hennessy Advisors Inc. acquired a new stake in Lithia Motors in the 3rd quarter valued at approximately $39,342,000. Mount Lucas Management LP bought a new stake in Lithia Motors during the 2nd quarter valued at $578,000. Finally, Brandywine Global Investment Management LLC boosted its position in Lithia Motors by 6.8% during the 2nd quarter. Brandywine Global Investment Management LLC now owns 17,420 shares of the company’s stock worth $5,885,000 after acquiring an additional 1,109 shares during the period.

More Lithia Motors News

Here are the key news stories impacting Lithia Motors this week:

• Positive Sentiment: Company highlights and capital return: Lithia reported record full‑year revenue and disclosed heavy buybacks (about $947M repurchased in 2025, ~11.4% of shares outstanding) and announced a quarterly dividend, all supportive for shareholder value. PR Newswire – Q4 & Full Year Results
• Positive Sentiment: Aftermarket and used-vehicle strength: Used revenue rose and aftersales delivered double-digit same-store gross profit growth, which helps margins and recurring revenue resilience vs. new-vehicle cyclicality. PR Newswire – Q4 & Full Year Results
• Neutral Sentiment: Analyst price target moves: JPMorgan trimmed its PT to $350 but kept an overweight rating; Wells Fargo trimmed its PT to $355 and set an equal-weight rating — both PTs still imply upside from current levels, so these are mixed signals. Benzinga – Analyst PTs
• Neutral Sentiment: Coverage and transcripts: Multiple outlets published the earnings call transcript, slide deck and valuation pieces — useful for investors digging into guidance, margin drivers and acquisition impact. Seeking Alpha – Earnings Call Transcript
• Negative Sentiment: Earnings miss: Q4 EPS was $6.74 vs. Street $8.09 consensus (and vs. $7.79 a year ago), a significant miss that likely drove near‑term selling pressure. Zacks – Q4 Earnings Miss
• Negative Sentiment: Revenue and unit trends mixed: Q4 revenue was essentially flat year‑over‑year (new vehicle sales declined while used and aftersales rose), and some headlines framed it as missing expectations — raising concerns about margin leverage and growth trajectory. MarketBeat – Q4 Results Summary

Lithia Motors Price Performance

Shares of NYSE LAD opened at $303.59 on Friday. Lithia Motors, Inc. has a twelve month low of $262.10 and a twelve month high of $389.61. The company has a current ratio of 1.17, a quick ratio of 0.30 and a debt-to-equity ratio of 1.46. The firm has a 50-day moving average of $334.00 and a two-hundred day moving average of $320.82. The company has a market capitalization of $7.36 billion, a price-to-earnings ratio of 9.45 and a beta of 1.20.

Lithia Motors (NYSE:LAD) last released its earnings results on Wednesday, February 11th. The company reported $6.74 EPS for the quarter, missing analysts’ consensus estimates of $8.09 by ($1.35). The business had revenue of $9.20 billion during the quarter, compared to the consensus estimate of $9.19 billion. Lithia Motors had a return on equity of 12.76% and a net margin of 2.18%.The firm’s revenue for the quarter was up .3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $7.79 earnings per share. As a group, analysts expect that Lithia Motors, Inc. will post 34.45 earnings per share for the current fiscal year.

Lithia Motors Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be given a dividend of $0.55 per share. This represents a $2.20 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Friday, March 6th. Lithia Motors’s dividend payout ratio is 6.37%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Barclays lowered their price target on Lithia Motors from $410.00 to $390.00 and set an “overweight” rating on the stock in a report on Wednesday, January 21st. Evercore raised their target price on shares of Lithia Motors from $440.00 to $500.00 and gave the company an “outperform” rating in a research note on Monday, November 24th. Wells Fargo & Company dropped their price target on shares of Lithia Motors from $358.00 to $355.00 and set an “equal weight” rating on the stock in a research report on Thursday. Citigroup increased their price objective on shares of Lithia Motors from $385.00 to $399.00 and gave the company a “buy” rating in a report on Tuesday, October 28th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Lithia Motors in a research note on Thursday, January 22nd. Eight analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, Lithia Motors presently has an average rating of “Moderate Buy” and a consensus target price of $389.90.

Insider Buying and Selling at Lithia Motors

In other news, Director Congdon Stacy Loretz sold 75 shares of the firm’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $360.00, for a total transaction of $27,000.00. Following the completion of the sale, the director directly owned 1,810 shares of the company’s stock, valued at $651,600. This trade represents a 3.98% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.87% of the stock is currently owned by corporate insiders.

Lithia Motors Company Profile

Lithia Motors, Inc is an American automotive retailer headquartered in Medford, Oregon. Founded in 1946 as a small auto body and glass shop, the company has grown through organic expansion and strategic acquisitions to become one of the largest automotive retail networks in North America. Lithia operates dealerships across the United States and Canada, offering a broad portfolio of new and pre-owned vehicles from more than 40 different manufacturers.

The company’s core business activities include vehicle sales, financing, insurance, parts and service.