Campbell Newman Asset Management 13F: Adds $941K to LAD Stake

Campbell Newman Asset Management grew its stake in Lithia Motors, Inc. LAD by 53.9% during the period, according to a Form 13F filing disclosed on October 22, 2026. The purchase lifted the fund's holdings by 3,226 shares, bringing its total ownership to 9,211 shares valued at approximately $2,688,046.

LAD Lithia Motors, Inc.

$291.07 ▼ -11.89% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Campbell Newman Asset Management's Lithia Motors Position

Prior to this filing, the fund owned 5,985 shares of the automotive retailer. The addition of 3,226 shares represents a 53.90% increase in the fund's position. At the reporting date value, the investment underscores a growing allocation to the company.

Other Institutional Activity in Lithia Motors

Other large funds have also adjusted their positions in the auto retailer recently. Abrams Capital Management, L.P. maintained its large holding of 2,490,534 shares worth about $724,919,749. Harris Associates L.P. trimmed its holdings by 41,285 shares to end with 1,915,329 shares valued at roughly $557,494,826, a 2.1% drop. River Road Asset Management, LLC grew its holdings by 29,898 shares, ending with 682,689 shares worth about $198,710,292, which is a 4.6% increase. Lyrical Asset Management LP lifted its stake by 37,447 shares to finish with 498,050 shares valued at approximately $144,967,417, marking an 8.1% rise.

Lithia Motors, Inc. Stock Holds Steady

Lithia Motors stock recently traded around $269.13. That price sits 18.9% below its 50-day moving average of $331.71 and 12.8% below its 200-day moving average of $308.62. The shares are down 38.8% from their 52-week high of $439.49 and up 12.2% from their 52-week low of $239.78. The company has a market capitalization of roughly $6.40 billion, a price-to-earnings ratio of 8.40, and a beta of 1.26.

Recent Earnings

For its trailing twelve months, Lithia Motors reported $38.21 billion in revenue and earnings of $34.67 per share. The company posted a year-over-year revenue growth rate of 2.8% alongside a net profit margin of 2.1%. The next earnings report is scheduled for release on February 10, 2027.

Dividend

Lithia Motors pays an annual dividend rate of $2.80 per share, giving it a dividend yield of 1.03%. The company's payout ratio stands at 7.3%.

Insider Buying and Selling at Lithia Motors, Inc.

Company insiders have made several share dispositions over recent months. Director Shauna Mcintyre sold 165 shares on June 10, 2026, at an average price of $305.64 for a total value of $50,431. Director Stacy Loretz-Congdon sold 75 shares on June 12, 2026, at $315.00 per share totaling $23,625. Officer David Stork sold 320 shares on September 8, 2026, at $373.48 for a value of $119,515. Finally, Director Stacy Loretz-Congdon sold another 75 shares on September 11, 2026, at $370.73 for a total of $27,805.

Analysts Set New Price Targets

Wall Street firms updated their views on the company through October. On October 6, 2026, JP Morgan maintained its Neutral rating while lowering its target from $340.00 to $320.00. UBS maintained a Neutral rating on October 7, 2026, dropping its target from $440.00 to $335.00. Evercore ISI Group maintained an Outperform rating on October 12, 2026, cutting its target from $470.00 to $440.00. On October 22, 2026, UBS kept a Neutral rating with a $305.00 target, down from $335.00, and JP Morgan kept a Neutral rating while moving its target from $320.00 to $315.00. The stock currently holds a consensus buy rating from 15 analysts with a mean price target of $391.20.

About Lithia Motors

Lithia Motors, Inc. operates as an automotive retailer across the United States, the United Kingdom, and Canada. The company deals in vehicle operations and financing operations, offering a full range of services that cover the vehicle ownership lifecycle. Customers can buy new or used vehicles, arrange financing and insurance, or bring cars in for repair and maintenance.

Bottom Line

Investors will look ahead to the company's next earnings announcement on February 10, 2027, for further insight into vehicle sales and operating margins. Institutional ownership adjustments like Campbell Newman's recent filing show how asset managers are repositioning their portfolios as the stock trades below its analyst targets.