Clearfield Capital Management LP Takes $7.37 Million Position in LKQ Co. (NASDAQ:LKQ)


Clearfield Capital Management LP bought a new stake in shares of LKQ Co. (NASDAQ:LKQFree Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 126,488 shares of the auto parts company’s stock, valued at approximately $7,370,000. LKQ makes up about 6.0% of Clearfield Capital Management LP’s investment portfolio, making the stock its 9th biggest position.

Several other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in LKQ by 1.3% during the 1st quarter. Vanguard Group Inc. now owns 27,471,700 shares of the auto parts company’s stock worth $1,247,489,000 after purchasing an additional 357,868 shares during the last quarter. BlackRock Inc. boosted its stake in LKQ by 1.8% during the 2nd quarter. BlackRock Inc. now owns 22,373,336 shares of the auto parts company’s stock worth $1,303,694,000 after purchasing an additional 387,486 shares during the last quarter. State Street Corp boosted its stake in LKQ by 4.4% during the 2nd quarter. State Street Corp now owns 11,059,871 shares of the auto parts company’s stock worth $644,459,000 after purchasing an additional 464,859 shares during the last quarter. Morgan Stanley boosted its position in shares of LKQ by 271.9% during the 4th quarter. Morgan Stanley now owns 8,612,434 shares of the auto parts company’s stock valued at $459,990,000 after acquiring an additional 6,296,379 shares during the last quarter. Finally, Wellington Management Group LLP boosted its position in shares of LKQ by 19.4% during the 1st quarter. Wellington Management Group LLP now owns 8,276,322 shares of the auto parts company’s stock valued at $469,764,000 after acquiring an additional 1,343,265 shares during the last quarter. 93.67% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. StockNews.com raised shares of LKQ from a “hold” rating to a “buy” rating in a research report on Saturday, November 18th. Stifel Nicolaus restated a “buy” rating and issued a $66.00 price objective on shares of LKQ in a report on Tuesday, November 28th. Finally, Robert W. Baird reiterated an “outperform” rating and set a $65.00 price target on shares of LKQ in a research note on Monday, August 28th. Five analysts have rated the stock with a buy rating, Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $65.33.

Read Our Latest Analysis on LKQ

LKQ Stock Up 0.4 %

LKQ stock opened at $45.40 on Friday. The company’s 50 day moving average price is $46.51 and its 200 day moving average price is $51.32. The company has a debt-to-equity ratio of 0.63, a quick ratio of 0.64 and a current ratio of 1.49. LKQ Co. has a fifty-two week low of $41.49 and a fifty-two week high of $59.38. The firm has a market capitalization of $12.15 billion, a price-to-earnings ratio of 12.75 and a beta of 1.29.

LKQ (NASDAQ:LKQGet Free Report) last announced its quarterly earnings results on Thursday, October 26th. The auto parts company reported $0.86 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.96 by ($0.10). The business had revenue of $3.57 billion during the quarter, compared to analyst estimates of $3.48 billion. LKQ had a net margin of 7.13% and a return on equity of 17.48%. The business’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same period last year, the company earned $0.97 earnings per share. On average, equities research analysts anticipate that LKQ Co. will post 3.74 EPS for the current fiscal year.

LKQ Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, November 30th. Investors of record on Thursday, November 16th were issued a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a yield of 2.64%. This is an increase from LKQ’s previous quarterly dividend of $0.28. The ex-dividend date was Wednesday, November 15th. LKQ’s dividend payout ratio is 33.71%.

About LKQ (Free Report)

LKQ Corporation engages in the distribution of replacement parts, components, and systems used in the repair and maintenance of vehicles and specialty vehicle aftermarket products and accessories. It operates through four segments: Wholesale-North America, Europe, Specialty, and Self Service. The company distributes bumper covers, automotive body panels, and lights, as well as automotive glass products, such as windshields; salvage products, including mechanical and collision parts comprising engines; transmissions; door assemblies; sheet metal products, such as trunk lids, fenders, and hoods; lights and bumper assemblies; scrap metal and other materials to metals recyclers; and brake pads, discs and sensors, clutches, steering and suspension products, filters, and oil and automotive fluids, as well as electrical products, including spark plugs and batteries.

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Original: MarketBeat News Feed: Clearfield Capital Management LP Takes $7.37 Million Position in LKQ Co. (NASDAQ:LKQ)