LCI Industries (NYSE:LCII) Insider Jamie Schnur Sells 10,000 Shares

LCI Industries (NYSE:LCII) insider Jamie Schnur sold 10,000 shares of the firm’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $144.66, for a total value of $1,446,600.00. Following the sale, the insider owned 19,420 shares in the company, valued at $2,809,297.20. This trade represents a 33.99% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Jamie Schnur also recently made the following trade(s):

• On Friday, February 20th, Jamie Schnur sold 10,000 shares of LCI Industries stock. The shares were sold at an average price of $147.65, for a total value of $1,476,500.00.

LCI Industries Stock Performance

NYSE LCII opened at $141.25 on Wednesday. The business’s 50-day moving average price is $138.96 and its 200 day moving average price is $115.50. The company has a current ratio of 2.85, a quick ratio of 1.14 and a debt-to-equity ratio of 0.69. LCI Industries has a twelve month low of $72.31 and a twelve month high of $159.66. The company has a market capitalization of $3.42 billion, a PE ratio of 18.71 and a beta of 1.32.

LCI Industries (NYSE:LCII) last posted its quarterly earnings results on Wednesday, February 18th. The company reported $0.89 EPS for the quarter, beating the consensus estimate of $0.69 by $0.20. LCI Industries had a return on equity of 13.55% and a net margin of 4.57%.The company had revenue of $932.70 million during the quarter, compared to analysts’ expectations of $913.04 million. During the same quarter in the previous year, the business earned $0.37 EPS. LCI Industries has set its FY 2026 guidance at 8.250-9.25 EPS. On average, research analysts predict that LCI Industries will post 6.76 earnings per share for the current year.

Institutional Investors Weigh In On LCI Industries

Several institutional investors and hedge funds have recently modified their holdings of the stock. Quadrant Capital Group LLC grew its stake in shares of LCI Industries by 3.2% in the fourth quarter. Quadrant Capital Group LLC now owns 2,310 shares of the company’s stock valued at $280,000 after buying an additional 71 shares in the last quarter. CIBC Asset Management Inc boosted its holdings in LCI Industries by 3.3% in the 4th quarter. CIBC Asset Management Inc now owns 2,402 shares of the company’s stock worth $291,000 after acquiring an additional 76 shares during the period. Huntington National Bank grew its position in LCI Industries by 79.8% in the fourth quarter. Huntington National Bank now owns 205 shares of the company’s stock valued at $25,000 after acquiring an additional 91 shares in the last quarter. Oregon Public Employees Retirement Fund raised its stake in shares of LCI Industries by 1.8% during the fourth quarter. Oregon Public Employees Retirement Fund now owns 5,559 shares of the company’s stock valued at $675,000 after purchasing an additional 100 shares during the period. Finally, Arizona State Retirement System raised its stake in shares of LCI Industries by 1.4% during the third quarter. Arizona State Retirement System now owns 7,468 shares of the company’s stock valued at $696,000 after purchasing an additional 103 shares during the period. Hedge funds and other institutional investors own 99.71% of the company’s stock.

Key LCI Industries News

Here are the key news stories impacting LCI Industries this week:

• Positive Sentiment: Zacks named LCII among three auto OEMs seeing upward earnings-estimate revisions despite a tougher 2026 outlook — analyst estimate momentum can support the stock multiple and investor confidence. 3 Top Auto OEM Stocks With Solid Estimates Revision in a Tough Scenario
• Positive Sentiment: LCI announced it will participate in upcoming investor conferences — increased management access and investor visibility may help reinforce guidance and attract new buyers. LCI Industries Announces Participation in Upcoming Investor Conferences
• Negative Sentiment: Significant insider selling this week: CEO Jason Lippert sold a total of ~50,000 shares across Feb. 20–24 (SEC filing). Other insiders (Jamie Schnur and Ryan R. Smith) also sold ~40,000 combined — collectively ~90,000 shares, representing several million dollars of sales. Large, clustered insider sales can sap near-term sentiment even when fundamentals are solid; filings: CEO/insider SEC forms linked below. CEO Form 4 Jamie Schnur Form 4 Ryan Smith Form 4

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on LCII. Loop Capital reiterated a “hold” rating and issued a $149.00 price target on shares of LCI Industries in a report on Thursday, January 22nd. Weiss Ratings reiterated a “hold (c)” rating on shares of LCI Industries in a report on Thursday, January 22nd. Robert W. Baird set a $150.00 price target on LCI Industries in a research note on Thursday, February 19th. Wall Street Zen raised LCI Industries from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 14th. Finally, Truist Financial set a $147.00 target price on LCI Industries in a report on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $156.67.

About LCI Industries

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.