Barclays Cuts Lithia Motors (LAD) Price Target to $345
Key Points
- Barclays maintained its Overweight rating on Lithia Motors, Inc. LAD on October 23, 2026, while lowering its price target from $375.00 to $345.00.
- Barclays's $345 price target implies 18.53% upside from Lithia Motors, Inc.'s ($LAD) current $291.07 share price.
- The auto retailer generated $38.2 billion in trailing-twelve-month revenue alongside $34.67 in trailing earnings per share.
- Institutional investors like Campbell Newman Asset Management recently adjusted their positions, while company insiders completed several smaller share sales.
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Barclays maintained its Overweight rating on Lithia Motors, Inc. LAD on October 23, 2026, while lowering its price target from $375.00 to $345.00. The research note arrived as analysts across Wall Street weigh shifting trends in the auto retail sector against the company's valuation.
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Lithia Motors, Inc.
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Barclays's Call on Lithia Motors
In its research note published on October 23, 2026, Barclays kept its Overweight rating intact while trimming the target price by $30.00. The updated target of $345.00 sits below prior expectations from the firm but remains higher than where the stock recently traded.
Other Institutional Activity in Lithia Motors
Large asset managers continue to adjust their holdings in the automotive retailer. Campbell Newman Asset Management grew its holdings by 3,226 shares, ending with 9,211 shares worth about $2,688,046.0 after a 53.9% increase. Abrams Capital Management, L.P. held 2,490,534 shares valued at roughly $715,281,395.0. Harris Associates L.P. trimmed its stake by 41,285 shares, leaving it with 1,915,329 shares worth about $550,082,512.0. River Road Asset Management, LLC added 29,898 shares for a total of 682,689 shares valued at roughly $196,068,289.0. Lyrical Asset Management LP lifted its stake by 37,447 shares to finish with 498,050 shares worth about $143,039,966.0.
Lithia Motors, Inc. Stock Up 8.2%
Lithia Motors, Inc. shares recently traded around $291.07 as of October 23, 2026, up about 1.3% from the session's close of $287.20. The stock has faced pressure over the past year, trading below both its 50-day and 200-day moving averages.
$LAD price target
Lithia Motors, Inc. daily closes and this analyst's $345 target. Not advice.
Recent Earnings
Lithia Motors pulled in $38,207,201,280.0 in trailing-twelve-month revenue with $34.67 in trailing-twelve-month earnings per share. The company reported a net profit margin of 2.1% and a return on equity of 11.8%. The next quarterly earnings report is scheduled for release on February 10, 2027.
Dividend
Lithia Motors pays an annual dividend rate of $2.80 per share, which translates to a dividend yield of 1.03%. The company allocates 7.3% of its earnings toward dividend payouts.
Insider Buying and Selling at Lithia Motors, Inc.
Company insiders have completed several sales over recent months. Director Shauna Mcintyre sold 165 shares on June 10, 2026, at an average price of $305.64 for a total of $50,431.0. Director Stacy Loretz-Congdon sold 75 shares on June 12, 2026, at $315.00 per share, totaling $23,625.0, and later sold another 75 shares on September 11, 2026, at $370.73 for $27,805.0. Officer David Stork sold 320 shares on September 8, 2026, at $373.48 per share, amounting to $119,515.0.
Analysts Set New Price Targets
Wall Street firms have kept a close watch on the dealership network through October. UBS maintained a Neutral rating on October 7, 2026, while moving its target from $440.00 to $335.00. Evercore ISI Group kept an Outperform rating on October 12, 2026, adjusting its target from $470.00 to $440.00. UBS issued another update on October 22, 2026, maintaining a Neutral rating and lowering the target further to $305.00. JP Morgan maintained a Neutral rating on October 22, 2026, taking its target from $320.00 to $315.00. Across the broader analyst community, the stock holds a consensus buy rating with a mean target price of $391.20 derived from 15 analyst opinions.
About Lithia Motors
Lithia Motors, Inc. runs a vast network of vehicle dealerships across the United States, the United Kingdom, and Canada. The company sells new and used cars, provides financing and insurance products, and operates service and repair departments. Analyst commentary and institutional moves often focus on how well the dealership group manages vehicle inventory and consumer demand cycles.
Bottom Line
Barclays remains positive on Lithia Motors with its Overweight rating despite lowering its price target. Investors will look toward the company's next earnings report on February 10, 2027, for further details on dealership performance and financial health.
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Source: Barclays's rating change on $LAD (Oct 23, 2026). Written by software, not financial advice. How we make alerts