LKQ Corporation

NasdaqGS:LKQ 株式レポート

時価総額:US$6.4b

LKQ 配当と自社株買い

配当金 基準チェック /46

LKQ配当を支払う会社であり、現在の利回りは4.73%で、収益によって十分にカバーされています。

主要情報

4.7%

配当利回り

1.9%

バイバック利回り

総株主利回り6.6%
将来の配当利回り4.7%
配当成長15.3%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向60%

最近の配当と自社株買いの更新

分析記事 Nov 04

LKQ (NASDAQ:LKQ) Will Pay A Dividend Of $0.30

The board of LKQ Corporation ( NASDAQ:LKQ ) has announced that it will pay a dividend of $0.30 per share on the 4th of...

Recent updates

分析記事 Jun 19

LKQ (LKQ) Stock Could Be 40.6% Undervalued on Its Most Popular Repair Demand Narrative

LKQ (LKQ) stock is drawing investor attention after recent trading performance, with the share price at $25.80 and returns mixed over the past year, including a decline of about 27% on a total return basis. See our latest analysis for LKQ. Recent moves in LKQ’s share price have been choppy, with a 1 month share price return of 5.13% but a year to date share price return down 14.09%, while the 1 year total shareholder return has declined 27.07%. This points to fading momentum after a stronger...
ナラティブの更新 Jun 17

LKQ: Strategic Review And Segment Exit Will Unlock Stock Upside

Analysts have reduced their price target on LKQ stock by $1. This reflects modest adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E multiple, while their core fair value estimate remains unchanged.
ナラティブの更新 Jun 02

LKQ: Margin Recovery And Segment Review Will Unlock Long Term Upside

Analysts have trimmed their price target on LKQ by $1 to reflect slightly lower assumptions for revenue growth and profit margins, even as their updated models keep fair value and longer term P/E expectations broadly in line with prior estimates. What's in the News Multiple law firms have announced a consolidated class action lawsuit alleging securities fraud tied to LKQ's US$2.1b acquisition of Uni-Select and its FinishMaster subsidiary, citing claims of misleading statements about integration risks and business performance.
Seeking Alpha May 31

LKQ Corporation Is Too Cheap To Ignore, Especially With A Potential Catalyst At Play

Summary LKQ Corporation shares have dropped 26% despite rising revenue, creating a compelling value opportunity. Recent profit and cash flow declines stem from margin compression, inflation, tariffs, and lower vendor rebates, but cost-cutting and asset sales are underway. Management is pursuing strategic alternatives, including a possible business sale and divestiture of specialty operations, with strong buyer interest despite market headwinds. At current deeply discounted multiples versus peers, I maintain a solid ‘buy’ rating, though economic concerns temper a stronger recommendation. Read the full article on Seeking Alpha
分析記事 May 08

We Think You Can Look Beyond LKQ's (NASDAQ:LKQ) Lackluster Earnings

LKQ Corporation's ( NASDAQ:LKQ ) earnings announcement last week didn't impress shareholders. While the headline...
ナラティブの更新 Apr 21

LKQ: Board Review And Potential Sale Are Expected To Unlock Value

Analysts have made only a minor adjustment to the LKQ price framework, with a blended target effectively stable around $40.81. Small model tweaks reflect mixed Street views that balance raised targets of $45 to $50 and $34 with a lower $37 target and slightly updated earnings assumptions.
ナラティブの更新 Apr 07

LKQ: Portfolio Review And Sale Process Will Support Future Upside Potential

Analysts have made a small adjustment to the LKQ fair value estimate to $40.81 from $40.94, reflecting a mix of higher and lower price targets across the Street as models are updated for recent guidance and macro headwinds. Analyst Commentary Street research on LKQ highlights a mix of optimism around valuation support and execution, paired with some caution tied to macro headwinds and reduced earnings expectations.
ナラティブの更新 Mar 23

LKQ: Portfolio Review And Sale Options Will Support Future Upside Potential

Analyst price targets for LKQ have shifted within a wide $34 to $50 range, reflecting mixed views, as some analysts factor in persistent macro headwinds and lower outer year EPS estimates, while others highlight sum-of-the-parts valuation support following recent guidance. Analyst Commentary Recent Street research on LKQ offers a mix of optimism and caution, with opinions clustering around execution in a tougher macro backdrop, updated earnings paths, and how current guidance supports valuation.
ナラティブの更新 Mar 08

LKQ: Portfolio Review And Potential Sale Will Support Future Upside Potential

Narrative Update: LKQ Analyst Price Target Shift LKQ's analyst fair value estimate has inched up from $40.69 to $40.94, as analysts weigh a wider mix of price targets in the $34 to $50 range and adjust their models for macro headwinds and updated EPS expectations. Analyst Commentary Recent Street research shows a split view on LKQ, with some analysts lifting price targets and others trimming them while still seeing room for upside.
ナラティブの更新 Feb 21

LKQ: Portfolio Review And Specialty Sale Will Support Future Upside Potential

The analyst price target for LKQ has been adjusted slightly higher to $34 from $33, as analysts refreshed their models after the Q4 report and updated assumptions around growth, margins and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$34 target as reflecting refreshed expectations following the Q4 report, with updated assumptions around growth, margins and the P/E used in their models.
ナラティブの更新 Feb 06

LKQ: Portfolio Review And Specialty Sale Will Support Future Repricing Potential

Narrative Update The updated analyst price target for LKQ holds steady at about $41.19 per share, with analysts pointing to mixed sector fundamentals, an Equal Weight stance, and an expectation that auto dealers and digital auction platforms can continue to provide resilient shareholder returns. Analyst Commentary Coverage on LKQ starts with an Equal Weight rating and a US$33 price target, reflecting a balanced view of both the opportunities and risks in the auto retail sector.
ナラティブの更新 Jan 23

LKQ: Portfolio Simplification And Digital Auctions Will Drive Future Repricing Potential

Narrative Update The analyst price target for LKQ has been reiterated at US$41.19. Analysts cite a neutral sector view, mixed auto retail fundamentals, and expectations for resilient dealer returns and digital auction marketplace growth as key factors behind maintaining their outlook.
ナラティブの更新 Jan 08

LKQ: Portfolio Simplification And Digital Auctions Will Support Future Repricing Potential

Analysts have maintained their fair value estimate for LKQ at about $41.19 per share, with a modestly higher assumed future P/E and a slight tweak to the discount rate, while incorporating mixed sector fundamentals and an Equal Weight view with a US$33 target from recent coverage. Analyst Commentary Recent research frames LKQ as a balanced risk reward idea, with the stock initiated at Equal Weight and a US$33 price target, in line with a neutral sector stance on auto retail.
分析記事 Jan 03

Lacklustre Performance Is Driving LKQ Corporation's (NASDAQ:LKQ) Low P/E

LKQ Corporation's ( NASDAQ:LKQ ) price-to-earnings (or "P/E") ratio of 11x might make it look like a buy right now...
ナラティブの更新 Dec 24

LKQ: Portfolio Simplification And Digital Auctions Will Drive Future Upside Potential

Analysts have modestly revised their price target for LKQ to about $41.19 per share. The slight upward adjustment reflects confidence in the company’s resilient auto retail positioning and long term growth prospects in digital auction marketplaces, despite a mixed sector backdrop.
ナラティブの更新 Dec 10

LKQ: Portfolio Streamlining And Digital Auctions Will Drive Future Upside Potential

Analysts have modestly reduced their price target on LKQ, trimming fair value from approximately $42.92 to $41.19 per share. Mixed sector fundamentals and a neutral view on auto retail balance the company’s resilient returns and digital growth potential.
ナラティブの更新 Nov 11

LKQ: European Unit Sale Will Unlock Value Amid Portfolio Streamlining

Analysts have slightly lowered their price target for LKQ, decreasing it from $43.42 to $42.92. They cite muted expectations for revenue growth and profit margins in their updated outlook.
分析記事 Nov 04

LKQ (NASDAQ:LKQ) Will Pay A Dividend Of $0.30

The board of LKQ Corporation ( NASDAQ:LKQ ) has announced that it will pay a dividend of $0.30 per share on the 4th of...
ナラティブの更新 Oct 27

Divestment Of European Operations Will Drive Sustainable Value Creation

Analysts have raised their price target for LKQ from $42.10 to $43.42. This change reflects minor adjustments in expected revenue growth, discount rate, and future profitability margins.
ナラティブの更新 Oct 15

LKQ valuation

julio has increased revenue growth from 6.0% to 7.0% and increased shares outstanding growth rate from -0.0% to -0.0%.
分析記事 Oct 02

Here's What To Make Of LKQ's (NASDAQ:LKQ) Decelerating Rates Of Return

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
ナラティブの更新 Sep 24

Cost Cuts And Lean Operations Will Unlock Sustainable Value

Analysts have lowered their price target for LKQ to $42.10, citing weaker-than-expected Q2 results, downward EPS revisions, and persistent market headwinds, with the fair value estimate declining from $43.42 to $42.10. Analyst Commentary Weaker than expected Q2 results prompted reductions in adjusted EPS estimates for 2025 and 2026.
分析記事 Jul 27

LKQ Corporation Just Missed Earnings - But Analysts Have Updated Their Models

There's been a notable change in appetite for LKQ Corporation ( NASDAQ:LKQ ) shares in the week since its quarterly...
Seeking Alpha Mar 06

LKQ Corporation: Valuation To Stay Rangebound (Rating Downgrade)

Summary My rating for LKQ Corporation stock has shifted to hold due to weak North American performance and minimal growth in Europe, contrary to expectations. 4Q24 results showed a 4.1% revenue decline, with North America down 7.2% y/y and the specialty segment also weak. Key headwinds include demand weakness in North America, financial deleverage, and potential impact from trade policy shifts and inflation. Despite a seemingly cheap valuation, the near-term outlook is uncertain, making it difficult to justify an upside case for LKQ. Read the full article on Seeking Alpha
Seeking Alpha Feb 15

LKQ Corporation: They've Got Parts, They've Got Scale, They've Got My Attention

Summary LKQ Corporation is undervalued, boasts strong financial performance, and has promising growth prospects due to its size and scale advantage. LKQ's extensive distribution network and wide range of parts make it a preferred choice for repair shops, enhancing customer relationships. Valuation suggests significant upside potential, with a target price of $70 per share, making LKQ a compelling buy opportunity. Read the full article on Seeking Alpha
Seeking Alpha Jan 09

LKQ Corporation Presents Attractive Risk-Reward As Cycles Normalize

Summary LKQ Corporation faces cyclical headwinds from high insurance premiums and declining used car prices, but prudent capital allocation and cost control ensure strong cash flow and shareholder returns. The company's focus has shifted from acquisitions to operational efficiency and capital return, a strategy favored by investors and likely to yield substantial returns as cycles normalize. LKQ's valuation is attractive, with potential upside of 24.5%-29.7% based on DCF and precedent transaction analyses, supported by conservative assumptions. Risks include continued decline in used car prices, rising insurance premiums, and potential failure to execute deleveraging and shareholder return strategies, but these are mitigated by recent trends and management's commitment. Read the full article on Seeking Alpha
Seeking Alpha Oct 17

LKQ Corporation: Insiders Are Buying, But I'm Holding For Now

Summary Declining repairable claims, rising costs, and macroeconomic challenges have led to a 27% decline in the share price since April this year. Declining commodity prices caused a 26.7% drop in self-service segment revenue in Q2 2024. Higher restructuring costs and debt from recent acquisitions are still hurting profits and free cash flows. Rising insurance premiums and falling used car values are key factors behind the decline in repairable claims in North America. I maintain a Hold rating as insider buying and institutional interest suggest potential for a turnaround, but profitability issues and rising costs need to be sorted out before I upgrade the stock. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: 配当金の支払いは安定していますが、 LKQが配当金を支払っている期間は 10 年未満です。

増加する配当: LKQの配当金は増加していますが、同社は5年間しか配当金を支払っていません。


配当利回り対市場

LKQ 配当利回り対市場
LKQ 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (LKQ)4.7%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Retail Distributors)3.4%
アナリスト予想 (LKQ) (最長3年)4.7%

注目すべき配当: LKQの配当金 ( 4.73% ) はUS市場の配当金支払者の下位 25% ( 1.35% ) よりも高くなっています。

高配当: LKQの配当金 ( 4.73% ) はUS市場 ( 4.19% ) の配当支払者の中で上位 25% に入っています。


株主への利益配当

収益カバレッジ: LKQの配当金は、合理的な 配当性向 ( 59.8% ) により、利益によって賄われています。


株主配当金

キャッシュフローカバレッジ: LKQの 現金配当性向 ( 37.8% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/09 10:47
終値2026/07/09 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

LKQ Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26

アナリスト機関
Craig KennisonBaird
John BabcockBarclays
Gary PrestopinoBarrington Research Associates, Inc.