LAD Lithia Motors Dashboard

Lithia Motors, Inc. is one of the largest providers of personal transportation solutions in the United States and is among the fastest growing companies in the Fortune 500 (#265-2019). Lithia is a growth company powered by people and innovation. By purchasing and building strong businesses that have yet to realize their potential, Lithia generates significant cash flows while maintaining low leverage. Operational excellence is achieved by refocusing the business on the consumer experience and by utilizing proprietary performance measurements to increase market share and profitability. Lithia's unique growth model reinvests to expand its nationwide network and to fund innovations that create personal transportation solutions wherever, whenever and however consumers desire.

Company profile

Ticker

LAD

Exchange

NYSE

Website

www.lithiainvestorrelations.com

CEO

Bryan DeBoer

Incorporated

Oregon

Location

Oregon

Fiscal year end

Dec 31

Sector

Retail Trade > New Car Dealers

Industry (SIC)

Retail - Auto Dealers & Gasoline Stations

Carmax • Autonation • Penske Automotive • Group 1 Automotive • Sonic Automotive • KAR Auction Services • Murphy USA • Casey`s General Stores • IAA • Asbury Automotive ...

SEC CIK

0001023128

Corporate docs

Articles of Incorporation & Bylaws

IRS number

930572810

LAD stock data

S&P 500

1M 1Y 2Y 5Y

News

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B of A Securities Upgrades Lithia Motors to Buy, Raises Price Target to $460

21 May 21

B of A Securities analyst John Murphy upgrades Lithia Motors (NYSE:LAD) from Neutral to Buy and raises the price target from $420 to $460.

Cramer Weighs In On Hyliion, Paysafe And More

21 May 21

On CNBC's "Mad Money Lightning Round," Jim Cramer said Hyliion Holdings Corp (NYSE: HYLN) is doing exactly what it should do so longer-term it should pan out.

12 Consumer Discretionary Stocks Moving In Thursday's Pre-Market Session

20 May 21

Why Lithia Motors' Stock Is Trading Higher Today

27 Apr 21

Morgan Stanley Maintains Underweight on Lithia Motors, Raises Price Target to $320

23 Apr 21

Press releases

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Center BMW Becomes BMW of Sherman Oaks

9 Jun 21

MEDFORD, Ore., June 9, 2021 /PRNewswire/ -- Lithia Motors & Driveway (NYSE:LAD) today announced that Center BMW, located at 5201 Van Nuys Boulevard in Sherman Oaks, California, is now BMW of Sherman Oaks. The name

Lithia Motors & Driveway (LAD) Adds $185 Million of Revenue

8 Jun 21

MEDFORD, Ore., June 8, 2021 /PRNewswire/ -- Lithia Motors & Driveway (NYSE:LAD) announced today the acquisition of two locations in Van Nuys, California, serving the greater Los Angeles area. BMW of Sherman Oaks and

Lithia Motors & Driveway (LAD) Enters Las Vegas Market Adding $225 Million in Revenue

25 May 21

MEDFORD, Ore., May 25, 2021 /PRNewswire/ -- Lithia Motors & Driveway (NYSE:LAD) announced today the acquisition of three Hyundai dealerships in the highly attractive Las Vegas metropolitan area with expected

Lithia Motors & Driveway (LAD) Announces Pricing Of Public Offering Of Common Stock

19 May 21

Lithia Motors & Driveway (LAD) Announces Upsizing And Pricing Of Senior Notes Offering

19 May 21

Investment data

Data from SEC filings

Securities sold

Number of investors

Calendar

29 Apr 21

13 Jun 21

31 Dec 21

Financial summary

Financial statements Chart LAD financial data

Quarter (USD)	Mar 21	Dec 20	Sep 20	Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 20	Dec 19	Dec 18	Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
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Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Recent insider trades

LAD insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
3 May 21	Deboer Sidney B	Class A Common Stock	Payment of exercise	Dispose F	No	No	384.38	33	12.68K	55,380
29 Apr 21	Roberts Kenneth E	Class A Common Stock	Grant	Aquire A	No	No	0	413	0	36,554
29 Apr 21	Robino David J	Class A Common Stock	Grant	Aquire A	No	No	0	413	0	8,165
29 Apr 21	Shauna McIntyre	Class A Common Stock	Grant	Aquire A	No	No	0	413	0	2,143
29 Apr 21	Cain Susan O	Class A Common Stock	Grant	Aquire A	No	No	0	413	0	12,079

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q1 2021

LAD institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

94.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	378	364	+3.8%
Opened positions	64	73	-12.3%
Closed positions	50	61	-18.0%
Increased positions	106	141	-24.8%
Reduced positions	170	113	+50.4%

13F shares	Current	Prev Q	Change
Total value	9.84B	7.54B	+30.5%
Total shares	25.23M	25.76M	-2.1%
Total puts	206.6K	205K	+0.8%
Total calls	197K	308.9K	-36.2%
Total put/call ratio	1.0	0.7	+58.0%

Largest owners	Shares	Value	Change
BLK Blackrock	3.22M	$1.25B	+5.9%
Vanguard	2.53M	$986.79M	+10.6%
Abrams Capital Management	2.35M	$917.13M	0.0%
Dimensional Fund Advisors	935.23K	$364.84M	-23.6%
IVZ Invesco	873.75K	$340.84M	+20.2%
STT State Street	811.42K	$316.53M	-4.1%
Alliancebernstein	680.19K	$265.34M	-4.0%
FMR	622.88K	$242.98M	+0.3%
JPM JPMorgan Chase & Co.	592.55K	$231.15M	+4.9%
Southpoint Capital Advisors	546.25K	$213.09M	-5.0%

Largest transactions	Shares	Bought/sold	Change
Lyrical Asset Management	537.14K	+537.14K	NEW
Norges Bank	0	-373.18K	EXIT
Viking Global Investors	325.38K	+325.38K	NEW
Dimensional Fund Advisors	935.23K	-288.17K	-23.6%
Boston Partners	41.95K	-265.76K	-86.4%
Vanguard	2.53M	+242.23K	+10.6%
Fred Alger Management	248.47K	-196.76K	-44.2%
BLK Blackrock	3.22M	+178.37K	+5.9%
IVZ Invesco	873.75K	+147.06K	+20.2%
Marshall Wace North America	0	-127.42K	EXIT

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

Carmax • Vroom • Carvana

Risks

Operating and Financial Condition
Limitations on Our Capital Resources

Management Discussion

For the year ended December 31, 2020, we reported net income of $470.3 million, or $19.53 per diluted share. For the years ended December 31, 2019 and 2018, we reported net income of $271.5 million, or $11.60 per diluted share, and $265.7 million, or $10.86 per diluted share, respectively.

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. freshman Good

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Removed: activate, adjustment, Aid, amortized, appraised, blended, book, car, CECL, Certification, combination, commercial, conform, Cover, cumulative, decline, deduction, degree, detail, discretionary, document, duly, eligibility, embedded, enactment, encouraged, environment, estimating, evaluating, exhibit, formatted, fulfill, government, governmental, half, herewith, implemented, incorporated, index, industrial, Inline, instance, intended, Interactive, interruption, Label, legislation, lessor, lifting, limitation, Linkbase, list, match, Miller, mitigation, modified, monitor, monitoring, mortgaging, negatively, nonlease, page, penetration, Pennsylvania, planned, platform, prevent, production, qualified, reference, referred, registrant, regulatory, released, Relief, remained, Restated, resulted, retained, retirement, retrospective, saving, Schema, source, spread, subordinated, Taxonomy, thereunto, Tina, transition, travel, ultimate, ultimately, undersigned, updating, volatile, widespread, world, XBRL

From filing 10-Q 2021 Q1