Lithia Motors, Inc. (LAD)

Lithia Motors' stock (LAD) experienced several events in the past six months. The 52-week high was $360.56 on December 11, 2025, and the 52-week low was $239.78 on March 19, 2026. As of May 7, 2026, the stock closed at $291.10. Lithia reported record full-year 2025 revenue of $37.63 billion and adjusted diluted earnings per share increased by 16% to $33.46. In 2025, Lithia repurchased approximately 3,020,000 shares and continued an aggressive share repurchase pace in Q1 2026. Lithia acquired eleven stores in Q4 2025 and Toyota of Gallatin and Mercedes-Benz of Medford on March 3, 2026. Lithia Motors reported record Q1 2026 revenue of $9.27 billion and adjusted EPS of $7.34. Analysts have issued mixed ratings, with a consensus rating of "Hold" and an average 12-month target of $361.00. The Board of Directors approved a dividend of $0.55 per share related to Q4 2025 financial results.

Demand for Lithia Motors' products and services generally follows predictable seasonal patterns. Spring is typically a busy season for car sales, while summer sees increased demand for SUVs and minivans. Fall is a strategic time for deals as current-year models go on sale. January and February are consistently the weakest months for auto sales. Demand for parts and service is generally more stable, with seasonal patterns for specific parts and services. Demand for financing is closely tied to vehicle sales, with tax refund season in the spring increasing down payments for used vehicles.

Lithia Motors, Inc., also known as Lithia & Driveway, is a publicly traded automotive dealership group based in Medford, Oregon, and is one of the largest automotive retailers in the United States by revenue. The company operates in the Consumer Discretionary sector, specifically within the Auto - Dealerships industry and Specialty Retail. Lithia's business model includes vehicle sales, e-commerce platforms, finance solutions, and fleet management. The company operates through two segments: Vehicle Operations, which includes new and used vehicle sales, parts, and repair services, and Financing Operations, which provides financing and insurance products. New vehicle sales accounted for approximately 50% of total revenue in fiscal year 2025, while used vehicle sales accounted for 36%. Aftersales and finance & insurance are significant profit drivers, comprising about 70% of annual gross profit.

Lithia Motors operates a global network of approximately 464 to 465 automotive locations as of late 2025 and early 2026, spanning the United States, the United Kingdom, and Canada. In the United States, Lithia has approximately 324 dealerships across 26 states, with a significant concentration in Western states like California and Oregon. The company expanded into the United Kingdom in 2023 through acquisitions. Lithia aims for a 95% reach of consumers within a 205-mile radius across the U.S.

Lithia Motors' brand reputation presents a mixed picture. The Better Business Bureau shows 49 complaints closed in the last 12 months, including issues such as misrepresentation of vehicle condition and problems with warranty programs. Lithia Motors' Net Promoter Score (NPS) is -69 as of April 2026, indicating a low level of customer loyalty. In earlier years, Lithia stores received DealerRater awards, but these awards do not fall within the requested past year timeframe.

Lithia Motors' shareholder base is predominantly institutional, contributing to long-term ownership stability. As of May 5, 2026, there are 478 institutional owners and shareholders holding a total of 24,075,979 shares. Major institutional owners include Abrams Capital Management, The Vanguard Group, Inc., and BlackRock, Inc. Insider ownership is less than 2% of the company, with recent insider trades leaning towards selling.