LCII

LCI INDUSTRIES

NYSE · Motor Vehicle Parts & Accessories · Inc. DE · CIK 0000763744

$94.26 -1.85% $2.3B

Insider Selling Cluster (3 insiders)High Impact Filing (7/10)

Vol

Market Cap$2.3B

Cap SizeMid Cap

Analyst ConsensusBuy (59%)

Inst. Holders7 funds

Inst. Value$741.9M

Inst. Activity1 buys / 2 sells

Insider Activity0B / 2S

Insider Net $-$2.9M

SEC Reports8

Exchange NYSE·Sector Motor Vehicle Parts & Accessories·Inc. DE·CIK 0000763744·Prev Close $96.04

Recent Activity

Jun 5, 2026 SEC

LCI Industries announced the retirement of founder/CEO Jason Lippert and the resignation of Board Chair Tracy Graham, ef

8-K — Impact 5/10

Jun 3, 2026 Insider

LIPPERT JASON sold 38,033 shares

President , CEO @ $0.00 ($0.00)

Jun 3, 2026 Insider

SIRPILLA JOHN A. sold 16,503 shares

Interim CEO @ $0.00 ($0.00)

Jun 3, 2026 Insider

Graham Tracy D sold 1,335 shares

Director @ $0.00 ($0.00)

May 6, 2026 SEC

LCI Industries reported solid Q1 2026 results with revenue up 4% YoY to $1.1B and adjusted EPS up 18% to $2.59, driven b

8-K — Impact 6/10

May 5, 2026 SEC

LCI Industries reported Q1 2026 results with net sales up 4.3% YoY to $1.09B and diluted EPS of $2.53, a 30% YoY increas

8-K — Impact 7/10

Inst.

FMR LLC — ADD

1,452,054 shares ($176.2M)

Inst.

RENAISSANCE TECHNOLOGIES LLC — TRIM

26,197 shares ($3.2M)

Price Targets

$146.00 +54.9% upside Strong Buy

Current $94.26 Low $125.00 Median $141.00 High $185.00 10 analysts

$125.00 $185.00

Analyst Ratings

Hold59% buy · 17 analysts

4Strong Buy

6Buy

7Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 6, 2026	Benchmark	MAINTAIN	Buy → Buy
Apr 15, 2026	Truist Securities	MAINTAIN	Hold → Hold
Mar 24, 2026	Stifel	INITIATE	Buy
Feb 19, 2026	Benchmark	MAINTAIN	Buy → Buy
Jan 22, 2026	Loop Capital	DOWNGRADE	Buy → Hold

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$2.74 ▼ -0.9%	$2.36 — $2.88	15% YoY	10
Next Q	$2.36 ▼ -4.2%	$2.17 — $2.48	20% YoY	10
Current FY	$8.92 ▲ +2.2%	$8.62 — $9.10	20% YoY	11
Next FY	$10.06 ▲ +1.4%	$9.70 — $10.75	13% YoY	11

Latest Reports

NEUTRAL 8-K 5/10

LCI Industries announced the retirement of founder/CEO Jason Lippert and the resignation of Board Chair Tracy Graham, ef

Jun 5, 2026

MIXED 8-K 6/10

LCI Industries reported solid Q1 2026 results with revenue up 4% YoY to $1.1B and adjusted EPS up 18% to $2.59, driven b

May 6, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$324.0M	—
FMR LLC	$176.2M	ADD
WELLS FARGO & COMPANY/MN	$78.9M	TRIM
MORGAN STANLEY	$61.2M	—
CHARLES SCHWAB INVESTMENT MANAGEMENT	$54.7M	NEW

Recent Insider Trades

Date	Insider	Type	Value
Jun 3, 2026	LIPPERT JASON	D	$0.00
Jun 3, 2026	SIRPILLA JOHN	A	$0.00
Jun 3, 2026	Graham Tracy	D	$0.00
May 12, 2026	Deely Brendan	M	$198.0K
May 12, 2026	Deely Brendan	M	$198.0K

7 institutional holders with $741.9M total value (6,114,311 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, WELLS. Net selling activity: 2 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	2,669,796	$324.0M	43.7%	—
2	FMR LLC	1,452,054	$176.2M	23.7%	ADD +27.1%
3	WELLS FARGO & COMPANY/MN	650,006	$78.9M	10.6%	TRIM -26.1%
4	MORGAN STANLEY	504,765	$61.2M	8.3%	—
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	450,667	$54.7M	7.4%	NEW
6	BANK OF AMERICA CORP /DE/	360,826	$43.8M	5.9%	DOUBLED +109.0%
7	RENAISSANCE TECHNOLOGIES LLC	26,197	$3.2M	0.4%	TRIM -68.3%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
FMR LLC	ADD	1,142,123	1,452,054	+27.1%	$176.2M	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	TRIM	82,600	26,197	-68.3%	$3.2M	2025-Q4
TWO SIGMA INVESTMENTS, LP	EXIT	52,125	0	-100.0%	$0.00	2025-Q4
TWO SIGMA INVESTMENTS, LP	NEW	—	52,125	—	$4.9M	2025-Q3
BANK OF AMERICA CORP /DE/	DOUBLED	189,923	396,852	+109.0%	$36.2M	2025-Q2
UBS Group AG	TRIM	207,385	118,675	-42.8%	$10.8M	2025-Q2
RENAISSANCE TECHNOLOGIES LLC	ADD	54,600	89,300	+63.6%	$8.1M	2025-Q2
FMR LLC	TRIM	2,069,414	1,264,028	-38.9%	$110.5M	2025-Q1
WELLS FARGO & COMPANY/MN	TRIM	863,430	637,704	-26.1%	$55.8M	2025-Q1
UBS Group AG	ADD	126,146	207,385	+64.4%	$18.1M	2025-Q1
CITADEL ADVISORS LLC	DOUBLED	42,032	159,367	+279.2%	$13.9M	2025-Q1
RENAISSANCE TECHNOLOGIES LLC	ADD	34,100	54,600	+60.1%	$4.8M	2025-Q1
NORGES BANK	EXIT	255,361	0	-100.0%	$0.00	2025-Q1
WELLS FARGO & COMPANY/MN	ADD	688,297	863,430	+25.4%	$89.3M	2024-Q4
UBS Group AG	ADD	70,039	126,146	+80.1%	$13.0M	2024-Q4
RENAISSANCE TECHNOLOGIES LLC	NEW	—	34,100	—	$3.5M	2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	411,278	—	$49.6M	2024-Q3

13 unique insiders with 2 transactions. Net insider value: -$2.9M ($0.00 bought, $2.9M sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 3, 2026	LIPPERT JASON	President , CEO	D	38,033	$0.00	$0.00
Jun 3, 2026	SIRPILLA JOHN A.	Interim CEO	A	16,503	$0.00	$0.00
Jun 3, 2026	Graham Tracy D	Director	D	1,335	$0.00	$0.00
May 12, 2026	Deely Brendan	Director	M	1,761	$112.42	$198.0K
May 12, 2026	Deely Brendan	Director	M	1,761	$112.42	$198.0K
May 12, 2026	Graham Tracy D	Director	A	1,335	$0.00	$0.00
May 12, 2026	Henkels Virginia	Director	M	1,761	$112.42	$198.0K
May 12, 2026	Deely Brendan	Director	A	1,335	$0.00	$0.00
May 12, 2026	Graham Tracy D	Director	M	1,761	$112.42	$198.0K
May 12, 2026	Graham Tracy D	Director	M	1,761	$112.42	$198.0K
May 12, 2026	Mains Stephanie K.	Director	A	1,335	$0.00	$0.00
May 12, 2026	Myers Linda Kristine	Director	M	1,761	$112.42	$198.0K
May 12, 2026	O'SULLIVAN KIERAN M	Director	A	1,335	$0.00	$0.00
May 12, 2026	Henkels Virginia	Director	M	1,761	$112.42	$198.0K
May 12, 2026	Henkels Virginia	Director	A	1,335	$0.00	$0.00
May 12, 2026	Mains Stephanie K.	Director	M	1,761	$112.42	$198.0K
May 12, 2026	SIRPILLA JOHN A.	Director	M	1,761	$112.42	$198.0K
May 12, 2026	Mains Stephanie K.	Director	M	1,761	$112.42	$198.0K
May 12, 2026	Myers Linda Kristine	Director	M	1,761	$112.42	$198.0K
May 12, 2026	Myers Linda Kristine	Director	A	1,335	$0.00	$0.00
May 12, 2026	SIRPILLA JOHN A.	Director	M	1,761	$112.42	$198.0K
May 12, 2026	SIRPILLA JOHN A.	Director	A	1,335	$0.00	$0.00
May 12, 2026	O'SULLIVAN KIERAN M	Director	M	1,761	$112.42	$198.0K
May 12, 2026	O'SULLIVAN KIERAN M	Director	M	1,761	$112.42	$198.0K
Apr 17, 2026	Etzkorn Lillian	EVP, CFO	M	1,131	$123.43	$139.6K
Apr 17, 2026	Etzkorn Lillian	EVP, CFO	F	499	$0.00	$0.00
Apr 17, 2026	Etzkorn Lillian	EVP, CFO	M	1,131	$123.43	$139.6K
Mar 31, 2026	GERO JAMES	Director	A	234	$122.98	$28.8K
Mar 1, 2026	Etzkorn Lillian	EVP, CFO	D	4,265	$0.00	$0.00
Mar 1, 2026	Schnur Jamie	Group President - Aftermarket	M	2,386	$133.20	$317.8K
Mar 1, 2026	Schnur Jamie	Group President - Aftermarket	M	2,386	$133.20	$317.8K
Mar 1, 2026	Schnur Jamie	Group President - Aftermarket	A	5,717	$0.00	$0.00
Mar 1, 2026	Schnur Jamie	Group President - Aftermarket	A	8,575	$0.00	$0.00
Mar 1, 2026	Schnur Jamie	Group President - Aftermarket	D	16,458	$0.00	$0.00
Mar 1, 2026	Etzkorn Lillian	EVP, CFO	M	1,351	$133.20	$180.0K
Mar 1, 2026	LIPPERT JASON	President , CEO	M	7,548	$133.20	$1.0M
Mar 1, 2026	Andrich Petar	Chief Human Resources Officer	A	1,773	$0.00	$0.00
Mar 1, 2026	Andrich Petar	Chief Human Resources Officer	A	1,182	$0.00	$0.00
Mar 1, 2026	LIPPERT JASON	President , CEO	M	7,548	$133.20	$1.0M
Mar 1, 2026	LIPPERT JASON	President , CEO	A	17,214	$0.00	$0.00
Mar 1, 2026	LIPPERT JASON	President , CEO	A	25,821	$0.00	$0.00
Mar 1, 2026	LIPPERT JASON	President , CEO	D	48,117	$0.00	$0.00
Mar 1, 2026	EMENHISER KIP A.	VP of Finance	M	491	$133.20	$65.4K
Mar 1, 2026	EMENHISER KIP A.	VP of Finance	A	1,680	$0.00	$0.00
Mar 1, 2026	EMENHISER KIP A.	VP of Finance	M	491	$133.20	$65.4K
Mar 1, 2026	Etzkorn Lillian	EVP, CFO	A	5,063	$0.00	$0.00
Mar 1, 2026	Etzkorn Lillian	EVP, CFO	M	1,351	$133.20	$180.0K
Mar 1, 2026	Etzkorn Lillian	EVP, CFO	A	3,342	$0.00	$0.00
Feb 24, 2026	LIPPERT JASON	President , CEO	SELL	10,000	$142.76	$1.4M
Feb 23, 2026	Schnur Jamie	Group President - Aftermarket	SELL	10,000	$144.66	$1.4M

8 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 2 mixed, 3 neutral. Avg impact: 5.4/10.

NEUTRAL 8-K 5/10

LCI Industries announced the retirement of founder/CEO Jason Lippert and the resignation of Board Ch

Jun 5, 2026

MIXED 8-K 6/10

LCI Industries reported solid Q1 2026 results with revenue up 4% YoY to $1.1B and adjusted EPS up 18

May 6, 2026

BULLISH 8-K 7/10

LCI Industries reported Q1 2026 results with net sales up 4.3% YoY to $1.09B and diluted EPS of $2.5

May 5, 2026

BEARISH 8-K 6/10

LCI Industries announced termination of merger discussions with Patrick Industries, citing inability

May 4, 2026

NEUTRAL 8-K 2/10

LCI Industries announced it will release its first quarter 2026 financial results on May 5, 2026, an

Apr 20, 2026

MIXED 8-K 6/10

LCI Industries confirmed it is in discussions with Patrick Industries regarding a potential merger o

Apr 17, 2026

NEUTRAL CLUSTER 4/10

Three LCI Industries executives — including the CEO, CFO, and Group President — exercised stock opti

Mar 3, 2026

BEARISH CLUSTER, CLUSTER 7/10

Over the past seven days, three executives at LCI Industries, including CEO Jason Lippert, sold shar

Feb 24, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (59% buy). Based on 17 analysts: 4 strong buy, 6 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$146.00 mean target +54.9% upside Strong Buy (2.18)

$125.00 Low $185.00 High

Metric	Value
Current Price	$94.26
Target Low	$125.00
Target Mean	$146.00
Target Median	$141.00
Target High	$185.00
# Analysts	10
Recommendation	Strong Buy (2.18)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$2.74	$2.36	$2.88	14.6%	-0.9%	3↑ 6↓	$1.1B	3.1%	10
Next Q 2026-09-30	$2.36	$2.17	$2.48	19.9%	-4.2%	2↑ 7↓	$1.1B	3.1%	10
Current FY 2026-12-31	$8.92	$8.62	$9.10	19.6%	+2.2%	8↑ 2↓	$4.3B	3.5%	11
Next FY 2027-12-31	$10.06	$9.70	$10.75	12.8%	+1.4%	7↑ 3↓	$4.5B	4.7%	11

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$2.740
7d ago	$2.740
30d ago	$2.764	-0.024
60d ago	$2.790	-0.050
90d ago	$2.796	-0.056

4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 6, 2026	Benchmark	MAINTAIN	Buy	Buy
Apr 15, 2026	Truist Securities	MAINTAIN	Hold	Hold
Mar 24, 2026	Stifel	INITIATE	—	Buy
Feb 19, 2026	Benchmark	MAINTAIN	Buy	Buy
Jan 22, 2026	Loop Capital	DOWNGRADE	Buy	Hold

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	4	6	7	59%
May 1, 2026	4	5	9	50%
Apr 1, 2026	4	5	9	50%
Mar 1, 2026	3	5	9	47%
Feb 1, 2026	3	5	9	47%
Jan 1, 2026	3	6	8	53%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 5, 2026

earnings_calendar

LCII Q1 2026 Earnings Scheduled — 2026-05-05

Apr 27, 2026

short_interest

FTD: LCII — 6,772 shares ($0.8M) failed to deliver

Settlement: 20260427, Price: $120.01, FTD Value: $812,707.72, LCI INDS COM (DE)

Apr 24, 2026

short_interest

FTD: LCII — 4,735 shares ($0.6M) failed to deliver

Settlement: 20260424, Price: $120.55, FTD Value: $570,804.25, LCI INDS COM (DE)

Apr 15, 2026

short_interest

FTD: LCII — 6,000 shares ($0.8M) failed to deliver

Settlement: 20260415, Price: $127.80, FTD Value: $766,800, LCI INDS COM (DE)

Apr 6, 2026

short_interest

FTD: LCII — 8,187 shares ($1.0M) failed to deliver

Settlement: 20260406, Price: $122.70, FTD Value: $1,004,544.9, LCI INDS COM (DE)

Mar 6, 2026

short_interest

FTD: LCII — 6,438 shares ($0.8M) failed to deliver

Settlement: 20260306, Price: $131.69, FTD Value: $847,820.22, LCI INDS COM (DE)