LAD · NYSE · Auto - Dealerships

Lithia Motors (LAD)

Connects dealership retail, online vehicle shopping, auto finance, and fleet services across North America.

$313.99
vs last close−2.16 (−0.68%)
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Lithia Motors, Inc.LAD
Consumer Discretionary

Sells new and used vehicles, financing and insurance products, and repair and maintenance services through a dealership and digital ecosystem. Lithia Stores, Driveway.com, GreenCars, and Driveway Finance Corporation connect retail locations with online shopping, vehicle education, and auto finance.

New and used vehicles, financing and insurance products, and repair and maintenance services cover the vehicle-ownership lifecycle. Together, these businesses cover buying, financing, and service needs. Lithia Stores, Driveway.com, GreenCars, and Driveway Finance Corporation connect dealership retail with online shopping, sustainable-vehicle education, and auto finance.

Operations span the United States, United Kingdom, and Canada; United Kingdom activities also include fleet-management services. Acquisitions have expanded location density, franchise mix, and geographic coverage, while Driveway joins physical dealerships to an online channel. The operating model is structured around acquisitions that broaden those dealership networks.

Company facts

CEOBryan B. DeBoer
ListedDec 18, 1996
ExchangeNYSE
HeadquartersMedford, OR
CountryUnited States
Employees30,000
CIK0001023128
ISINUS5367971034

Market cap$6.95B
EPS (ttm)$30.15
P/E (ttm)10.49
ROE10.9%
P/B1.08
P/S0.1832
Dividend yieldDiv yield0.75%
Beta0.61vs XLY 0.74

Price target$415.00+31.3%Average of 27 analysts
ConsensusBuy19 of 27 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 19, 2026BarclaysReiterate
Rating: Target: $360
Rating: OverweightTarget: $415
Aug 6, 2026Morgan StanleyTarget
Target: $300
Target: $358
Aug 4, 2026Evercore ISIReiterate
Rating: Target: $500
Rating: OutperformTarget: $470
Jul 30, 2026JefferiesReiterate
Rating: Target: $400
Rating: BuyTarget: $490
Jul 30, 2026UBSDowngrade
Rating: BuyTarget: $370
Rating: NeutralTarget: $440

Next report
Oct 28, 26
in 36 days
EPS estimate
$10.13
Revenue estimate
$9.87B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$7.79$7.66$10.24$9.50$6.74$7.34$10.03Pending
Estimate$7.33$7.86$9.24$8.53$8.09$6.88$8.73$10.13
Surprise+6.3%−2.5%+10.8%+11.4%−16.7%+6.7%+14.9%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$9.17B$9.18B$9.58B$9.68B$9.20B$9.27B$9.79BPending
Estimate$8.99B$9.29B$9.55B$9.26B$9.20B$9.22B$9.64B$9.87B
Surprise+2.0%−1.2%+0.3%+4.5%0.0%+0.5%+1.6%
Estimate$10.13
ReportedDue Oct 28, 2026
Estimate$9.87B
ReportedDue Oct 28, 2026
View details

Debt to equity257.70%
Current ratio100.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$9.22B$9.17B$9.18B$9.58B$9.68B$9.20B$9.27B$9.79B
Net income$209.1M$216.2M$209.5M$256.1M$217.1M$136.9M$100.4M$260.0M
Net margin2.3%2.4%2.3%2.7%2.2%1.5%1.1%2.7%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$424.2M$416.3M$406.3M$425.3M$364.0M$337.0M$288.1M−$144.5M
YoY growth−8.8%+11.8%+19.0%+8.1%−14.2%−19.0%−29.1%Turned loss

Balance sheet, Jun 30, 2026Cash & short-term investments $363.9M · Total debt $16.56B · Total assets $26.25B · Shareholders' equity $6.43B

Revenue
$9.79B
Operating income
−$144.5M
Net income
$260.0M
View details

Dividend yield
0.75%
Next ex-date
Nov 7, 26
estimated · in 46 days
Annual dividend
$2.37
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26
Dividend$0.53$0.53$0.55$0.55$0.55$0.55$0.57$0.70
Annual yield0.56%0.70%0.70%0.74%0.74%0.85%0.76%0.63%
Ex-dateNov 8Mar 7May 9Aug 8Nov 7Mar 6May 8Aug 7
Payment dateNov 15Mar 21May 23Aug 22Nov 21Mar 20May 22Aug 21
View details

Institutions112.67%24.77M shares
465 holders · as of Jun 30, 2026
Insiders3.12%685.9K shares
18 holders · as of Sep 14, 2026
Strategic holders17.93%3.94M shares
2 holders · as of Nov 4, 2025
Adds to133.72%

21.98M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 133.72%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Abrams Capital Management, L.P.Institution
11.33%2.49Mas of Jun 30, 2026
BlackRock, Inc.Institution
10.91%2.40Mas of Jun 30, 2026
FMR LLCInstitution
9.97%2.19Mas of Jun 30, 2026
Abrams Capital Partners II, L.P., Abrams Capital, LLC, Abrams Capital Management, LLCStrategic
9.10%2.00Mfiled Jul 27, 2018
Abrams Capital Partners II, L.P.Strategic
8.83%1.94Mfiled Nov 4, 2025

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 11, 2026Congdon Stacy Loretzdirector−75$370.73
Sep 8, 2026David Storkofficer: Chief Administrative Officer−320$373.49
Jun 12, 2026Congdon Stacy Loretzdirector−75$315.00
Jun 10, 2026Shauna McIntyredirector−165$305.65
May 26, 2026Richard J. Jr Baileydirector−297$280.58
View details

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