Lithia Motors, Inc. (LAD)

Over the past six months, Lithia Motors' stock has experienced fluctuations. The stock rose by 8.40% compared to the previous week, but fell by 4.67% over the last month, and decreased by 18.39% over the last year. The company reported its Q3 2025 earnings on October 22, 2025, with an EPS of $9.50, surpassing analysts' expectations by 10.47%. Analyst ratings for LAD generally lean towards "Moderate Buy" or "Strong Buy," with a consensus price target of $389.10. The company's board approved a dividend of $0.55 per share for Q3 2025. During Q3 2025, Lithia Motors repurchased approximately 1,312,000 shares at a weighted average price of $312.

The automotive market can experience demand fluctuations. Forecasts suggest potential shifts in demand due to economic headwinds, a potential recession, and the expiration of EV tax credits. Lithia's financing operations have shown portfolio growth that offsets seasonal trends in profitability. The company strives for diversification to mitigate dependence on any single manufacturer or changing consumer preferences.

Lithia Motors, Inc. (LAD) is an automotive retailer in the Consumer Discretionary sector, specifically within the Auto & Truck Dealerships industry. Its business model includes new and used vehicle sales, financing and insurance products, aftersales automotive repair and maintenance services, and e-commerce platforms like Driveway and GreenCars.

As of May 2024, Lithia Motors operates 298 stores in the United States, 14 stores in Canada, and 170 stores in the United Kingdom. The company's headquarters are located in Medford, Oregon, U.S.

Lithia Motors aims to build brand loyalty through its extensive network of stores, its e-commerce platform Driveway, and GreenCars. The company emphasizes providing convenient and transparent consumer experiences and focuses on sustainability goals. Historically, in 2006, Lithia was fined $500,000 by the state of Alaska for illegal document preparation fees and settled with the Equal Employment Opportunity Commission for workplace discrimination.

Lithia Motors, Inc. has a diverse ownership structure, with approximately 77.07% of the company's stock owned by institutional investors, 1.08% by insiders, and 21.85% by public companies and individual investors. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Abrams Capital Management, L.P., Harris Associates L.P., Dimensional Fund Advisors L.P., and State Street Corp. David Abrams is noted as owning the most shares of Lithia Motors.