$LCII

LCI INDUSTRIES

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No SEC Form 4 filings for $LCII in the last 30 days.

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Northwestern Mutual Wealth Management Co. Acquires 135,664 Shares of LCI Industries $LCII

Northwestern Mutual Wealth Management Co. significantly increased its stake in LCI Industries (NYSE:LCII) during the fourth quarter, purchasing 135,664 shares to bring its total holdings to 136,288 shares valued at approximately $16.5 million. This coincides with LCI Industries reporting better-than-expected quarterly results, with an EPS of $2.59 and revenue of $1.09 billion, up 4.3% year-over-year. The company also declared a quarterly dividend of $1.15 per share, representing an annualized yield of 4.2%, while analysts currently maintain a "Hold" rating with a target price of $149.29.

A Look At LCI Industries (LCII) Valuation After Recent Mixed Share Performance

LCI Industries (LCII) is currently trading at $123.75, showing a 36% intrinsic discount compared to its fair value of $161.33. Despite mixed recent short-term share performance, the company has strong longer-term returns (41.45% over 1 year, 31.07% over 3 years) driven by demand for RVs and aftermarket products, contributing to sustained and recurring revenue streams with higher margins. Investors are encouraged to consider the balance between risk and reward, alongside potential risks like lower-than-expected RV volumes or increased input costs.

RVB Capitol Talk: Jason Lippert on 2026 Market Forecast

Jason Lippert, President and CEO of LCI Industries Inc., joins RVBusiness publisher Rick Kessler and senior editor Sherman Goldenberg for the "Capitol Talk" video series. They discuss the company's latest report and Lippert's outlook for the year ahead in the RV market. The series is sponsored by Airxcel.