LCII

LCI INDUSTRIES

NYSE · Motor Vehicle Parts & Accessories · Inc. DE · CIK 0000763744
$93.06 +1.60% $2.3B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)19 New Institutional Positions9 Institutional Exits
Vol
Market Cap$2.3B
Cap SizeMid Cap
Analyst ConsensusBuy (59%)
Inst. Holders50 funds
Inst. Value$2.4B
Inst. Activity19 buys / 9 sells
Insider Activity0B / 6S
Insider Net $-$13.1M
SEC Reports8
Exchange NYSE·Sector Motor Vehicle Parts & Accessories·Inc. DE·CIK 0000763744·Prev Close $91.59

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 disposed of 38,033 shares
President , CEO
Jun 3, 2026 Insider
SIRPILLA JOHN A. was granted 16,503 shares
Interim CEO
Jun 3, 2026 Insider
Graham Tracy D disposed of 1,335 shares
Director
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
2,034,711 shares ($250.2M)
Inst.
FRONTIER CAPITAL MANAGEMENT CO — TRIM
429,091 shares ($52.8M)

Price Targets

$146.00 +56.9% upside Strong Buy
Current $93.06 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
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
Current Q $2.74 ▼ -0.8% $2.36 — $2.88 15% YoY 10
Next Q $2.36 ▼ -4.4% $2.17 — $2.48 20% YoY 10
Current FY $8.92 ▲ +2.1% $8.62 — $9.10 20% YoY 11
Next FY $10.06 ▲ +1.2% $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

FundValueMove
BlackRock, Inc.$436.0M—
FMR LLC$250.2MADD
KAYNE ANDERSON RUDNICK INVESTMENT$236.0M—
VANGUARD PORTFOLIO MANAGEMENT LLC$181.9M—
DIMENSIONAL FUND ADVISORS LP$173.7M—

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026LIPPERT JASOND$0.00
Jun 3, 2026SIRPILLA JOHNA$0.00
Jun 3, 2026Graham TracyD$0.00
May 12, 2026Deely BrendanM$198.0K
May 12, 2026Graham TracyA$0.00
50 institutional holders with $2.4B total value (19,652,780 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, KAYNE. Net buying activity: 19 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.3,545,655$436.0M18.0%—
2FMR LLC2,034,711$250.2M10.4%ADD +40.1%
3KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,919,273$236.0M9.8%—
4VANGUARD PORTFOLIO MANAGEMENT LLC1,479,123$181.9M7.5%—
5DIMENSIONAL FUND ADVISORS LP1,412,102$173.7M7.2%—
6VANGUARD CAPITAL MANAGEMENT LLC1,045,422$128.6M5.3%—
7STATE STREET CORP921,661$113.3M4.7%—
8ROYCE & ASSOCIATES LP609,769$75.0M3.1%—
9WELLS FARGO & COMPANY/MN606,752$74.6M3.1%—
10MORGAN STANLEY524,203$64.5M2.7%—
11BANK OF MONTREAL /CAN/462,356$56.9M2.4%—
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC450,501$55.4M2.3%—
13FRONTIER CAPITAL MANAGEMENT CO LLC429,091$52.8M2.2%TRIM -28.0%
14BANK OF AMERICA CORP /DE/363,271$44.7M1.8%—
15Invesco Ltd.266,322$32.8M1.4%DOUBLED +110.1%
16RAYMOND JAMES FINANCIAL INC242,172$29.8M1.2%—
171832 Asset Management L.P.234,825$28.9M1.2%NEW
18BALYASNY ASSET MANAGEMENT L.P.226,540$27.9M1.2%DOUBLED +110.7%
19GOLDMAN SACHS GROUP INC190,698$23.5M1.0%—
20FORT WASHINGTON INVESTMENT ADVISORS INC /OH/187,441$23.1M1.0%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD1,452,0542,034,711+40.1%$250.2M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCTRIM595,842429,091-28.0%$52.8M2026-Q1
Invesco Ltd.DOUBLED126,775266,322+110.1%$32.8M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED107,515226,540+110.7%$27.9M2026-Q1
PRUDENTIAL FINANCIAL INCADD73,294135,071+84.3%$16.6M2026-Q1
AmundiNEW—128,823—$15.8M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD94,269125,337+33.0%$15.4M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDADD83,699109,502+30.8%$13.5M2026-Q1
LOOMIS SAYLES & CO L PNEW—97,941—$12.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED14767,355+45719.7%$8.3M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM60,90044,503-26.9%$5.5M2026-Q1
MARSHALL WACE, LLPADD21,62642,069+94.5%$5.2M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHDOUBLED4,67320,033+328.7%$2.5M2026-Q1
Brevan Howard Capital Management LPDOUBLED6,57519,647+198.8%$2.4M2026-Q1
Cerity Partners LLCDOUBLED4,27612,917+202.1%$1.6M2026-Q1
JANUS HENDERSON GROUP PLCNEAR_EXIT70,47811,489-83.7%$1.4M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD5,88610,145+72.4%$1.2M2026-Q1
M&T BANK CORPNEAR_EXIT739,1297,673-99.0%$943.6K2026-Q1
Orion Porfolio Solutions, LLCDOUBLED2,0136,068+201.4%$746.2K2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD2,6723,503+31.1%$430.8K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCNEAR_EXIT14,4773,135-78.3%$385.5K2026-Q1
Vanguard Personalized Indexing Management, LLCADD2,0162,813+39.5%$345.9K2026-Q1
Russell Investments Group, Ltd.NEAR_EXIT9,1981,857-79.8%$228.4K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD369521+41.2%$64.1K2026-Q1
WOLVERINE ASSET MANAGEMENT LLCNEAR_EXIT3,224507-84.3%$62.4K2026-Q1
14 unique insiders with 42 transactions. Net insider value: -$13.1M ($0.00 bought, $13.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026LIPPERT JASONPresident , CEOD38,033——
Jun 3, 2026SIRPILLA JOHN A.Interim CEOAWARD16,503——
Jun 3, 2026Graham Tracy DDirectorD1,335——
May 12, 2026Deely BrendanDirectorEXERCISE1,761$112.42$198.0K
May 12, 2026Graham Tracy DDirectorAWARD1,335——
May 12, 2026Deely BrendanDirectorAWARD1,335——
May 12, 2026Graham Tracy DDirectorEXERCISE1,761$112.42$198.0K
May 12, 2026Mains Stephanie K.DirectorAWARD1,335——
May 12, 2026Myers Linda KristineDirectorEXERCISE1,761$112.42$198.0K
May 12, 2026O'SULLIVAN KIERAN MDirectorAWARD1,335——
May 12, 2026Henkels VirginiaDirectorEXERCISE1,761$112.42$198.0K
May 12, 2026Henkels VirginiaDirectorAWARD1,335——
May 12, 2026Mains Stephanie K.DirectorEXERCISE1,761$112.42$198.0K
May 12, 2026SIRPILLA JOHN A.DirectorEXERCISE1,761$112.42$198.0K
May 12, 2026Myers Linda KristineDirectorAWARD1,335——
May 12, 2026SIRPILLA JOHN A.DirectorAWARD1,335——
May 12, 2026O'SULLIVAN KIERAN MDirectorEXERCISE1,761$112.42$198.0K
Apr 17, 2026Etzkorn LillianEVP, CFOEXERCISE1,131$123.43$139.6K
Apr 17, 2026Etzkorn LillianEVP, CFOTAX W/H499——
Mar 31, 2026GERO JAMESDirectorAWARD234$122.98$28.8K
Mar 1, 2026Etzkorn LillianEVP, CFOD4,265——
Mar 1, 2026Schnur JamieGroup President - AftermarketEXERCISE2,386$133.20$317.8K
Mar 1, 2026Schnur JamieGroup President - AftermarketAWARD5,717——
Mar 1, 2026Schnur JamieGroup President - AftermarketAWARD8,575——
Mar 1, 2026Schnur JamieGroup President - AftermarketD16,458——
Mar 1, 2026Etzkorn LillianEVP, CFOEXERCISE1,351$133.20$180.0K
Mar 1, 2026LIPPERT JASONPresident , CEOEXERCISE7,548$133.20$1.0M
Mar 1, 2026Andrich PetarChief Human Resources OfficerAWARD1,773——
Mar 1, 2026Andrich PetarChief Human Resources OfficerAWARD1,182——
Mar 1, 2026LIPPERT JASONPresident , CEOAWARD17,214——
Mar 1, 2026LIPPERT JASONPresident , CEOAWARD25,821——
Mar 1, 2026LIPPERT JASONPresident , CEOD48,117——
Mar 1, 2026EMENHISER KIP A.VP of FinanceAWARD1,680——
Mar 1, 2026EMENHISER KIP A.VP of FinanceEXERCISE491$133.20$65.4K
Mar 1, 2026Etzkorn LillianEVP, CFOAWARD5,063——
Mar 1, 2026Etzkorn LillianEVP, CFOAWARD3,342——
Feb 24, 2026LIPPERT JASONPresident , CEOSELL10,000$142.76$1.4M
Feb 23, 2026Schnur JamieGroup President - AftermarketSELL10,000$144.66$1.4M
Feb 23, 2026LIPPERT JASONPresident , CEOSELL30,000$145.03$4.4M
Feb 20, 2026Schnur JamieGroup President - AftermarketSELL10,000$147.65$1.5M
Feb 20, 2026LIPPERT JASONPresident , CEOSELL10,000$148.01$1.5M
Feb 20, 2026SMITH RYAN RICHARDGroup President - N.A.SELL20,000$147.81$3.0M
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 +56.9% upside Strong Buy (2.18)
$125.00 Low $185.00 High
MetricValue
Current Price$93.06
Target Low$125.00
Target Mean$146.00
Target Median$141.00
Target High$185.00
# Analysts10
RecommendationStrong Buy (2.18)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $2.74 $2.36 $2.88 14.6% -0.8% 3↑ 6↓ $1.1B 3.1% 10
Next Q
2026-09-30
 $2.36 $2.17 $2.48 19.9% -4.4% 2↑ 7↓ $1.1B 3.1% 10
Current FY
2026-12-31
 $8.92 $8.62 $9.10 19.6% +2.1% 8↑ 2↓ $4.3B 3.5% 11
Next FY
2027-12-31
 $10.06 $9.70 $10.75 12.8% +1.2% 7↑ 3↓ $4.5B 4.7% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.740
7d ago$2.740
30d ago$2.761-0.021
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

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264670059%
May 1, 20264590050%
Apr 1, 20264590050%
Mar 1, 20263590047%
Feb 1, 20263590047%
Jan 1, 20263680053%
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)