Lithia Motors Inc (LAD)

Lithia Motors (NYSE:LAD) has received a "Moderate Buy" consensus rating from analysts, with six out of eleven recommending a buy and five a hold. The average 12-month price target is $436.33. The company recently exceeded earnings expectations, reporting $10.03 EPS and $9.79 billion in revenue, and increased its quarterly dividend to $0.70 while authorizing a $500 million share repurchase program.

BlackRock Inc. recently acquired 2,397,611 shares of Lithia Motors, Inc. (NYSE:LAD) valued at approximately $696.5 million, giving it a 10.51% stake in the automotive retailer. Lithia Motors reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend while authorizing a significant share-repurchase program. Wall Street analysts maintain a "Moderate Buy" consensus for the stock with an average price target of $436.33.

This article provides stock forecasts for Lithia Motors, Inc. (LAD), highlighting a Morningstar analyst report from July 30, 2026. The report describes Lithia Motors as a strong performer in vehicle retail, expanding through acquisitions. It also lists related analyst reports for other automotive companies.

FMR LLC and Abigail P. Johnson have disclosed an amended Schedule 13G filing, reporting a significant beneficial ownership of 2,186,053.81 shares, or 9.6%, of Lithia Motors, Inc. common stock. FMR LLC holds sole voting power over 1,971,072 shares and sole dispositive power over all 2,186,053.81 shares, with no shared voting or dispositive power. The filing notes that while other persons may have rights to dividends or sale proceeds, no single individual holds more than five percent of the total outstanding common stock.

Vanguard Portfolio Management LLC has disclosed a 4.9% stake in Lithia Motors Inc., owning 1,118,140 shares of common stock as of June 30, 2026. This position places Vanguard just under the 5% ownership threshold that often triggers different reporting classifications. The filing, a SCHEDULE 13G/A, indicates that Vanguard holds sole voting power over 3,207 shares and sole dispositive power over all 1,118,140 shares.