Welcome to our dedicated page for LITHIA MOTORS SEC filings (Ticker: LAD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Lithia Motors, Inc. filings document the regulatory record of an automotive retailer with dealership operations, e-commerce platforms, captive finance activity, fleet offerings, and aftersales services. Forms 8-K furnish quarterly and annual operating results, dividend declarations, material agreements, and organizational updates tied to the company's retail and financing platform.
Proxy and governance filings cover director elections, executive compensation votes, auditor ratification, shareholder proposals, bylaws, board-size provisions, and annual meeting voting results. Other disclosures include amendments to floorplan and revolving credit facilities, leadership and technology organization changes, exhibits to material agreements, and capital-return information.
LITHIA MOTORS INC (LAD) director Stacy Loretz Congdon reported selling 75 shares of Lithia Motors Inc Common Stock on September 11, 2026, at $370.73 per share in an open-market or private transaction made under a Rule 10b5-1 plan, leaving her with 2,300 shares held directly.
LITHIA MOTORS INC (LAD) is the issuer for a planned Rule 144 sale by director Stacy Loretz-Congdon. A brokerage account at Fidelity Brokerage Services LLC has filed to sell 75 shares of common stock, with an aggregate market value of $27,804.75, on the NYSE.
The 75 shares to be sold were acquired on November 1, 2023 through restricted stock vesting as compensation. In the prior three months, 75 LAD common shares were sold on June 12, 2026 for $23,625.00.
LITHIA MOTORS INC (LAD) reported that Chief Administrative Officer David Stork sold 320 shares of Lithia Motors Inc Common Stock on September 8, 2026, in an open-market or private transaction at a weighted average price of $373.485 per share. Following this sale, he directly holds 5,401 shares.
LITHIA MOTORS INC (LAD) has a notice of proposed Rule 144 sale by officer David Stork covering company common stock. The filing reports an intended sale of 320 shares of common stock through Fidelity Brokerage Services LLC on or about September 8, 2026. These shares were acquired from the issuer on January 1, 2025 through restricted stock vesting as compensation.
The notice lists an aggregate market value of $119,515.19 for the shares covered and states that 21,983,116 common shares were outstanding on the New York Stock Exchange in connection with this computation.
FMR LLC filed an amended Schedule 13G reporting a significant ownership position in Lithia Motors, Inc. common stock. FMR LLC and Abigail P. Johnson are reported as beneficial owners of 2,186,053.81 shares, representing 9.6% of the outstanding common stock of Lithia Motors.
FMR LLC has sole voting power over 1,971,072.00 shares and sole dispositive power over 2,186,053.81 shares, with no shared voting or dispositive power. The filing notes that one or more other persons have rights to receive dividends or sale proceeds from these securities, but no such person holds more than five percent of the total outstanding common stock.
Lithia Motors Inc director Sidney B. DeBoer reported a tax-related share disposition. On August 3, 2026, 81 shares of Lithia Motors common stock were withheld to pay taxes on the vesting of restricted stock units at a reported value of $385.42 per share. This was not an open market transaction and left DeBoer with 26,137 shares of common stock held directly.
Vanguard Portfolio Management LLC, together with certain affiliates, reports beneficial ownership of 1,118,140 shares of Lithia Motors Inc common stock as of June 30, 2026. This represents 4.9% of the class, placing the position just under the 5% threshold.
Vanguard has sole voting power over 3,207 shares and sole dispositive power over 1,118,140 shares, with no shared voting or dispositive power. The filing explains that this stake includes securities held by various Vanguard funds and managed accounts for which Vanguard entities exercise voting and/or dispositive authority, while no other individual person has an interest exceeding 5% of the class through these holdings.
Lithia Motors reported Q2 2026 revenue of $9.79 billion, up 2.2% year over year, with six‑month revenue of $19.06 billion. Net income attributable to the company was $260.0 million for the quarter and $360.4 million year‑to‑date, while diluted EPS was $11.54 in Q2 and $15.68 for the first half. New‑vehicle margins continued to normalize, reducing new‑vehicle gross profit, but used vehicles and especially aftersales grew, with aftersales gross profit up 7.9% for the first six months. Captive Financing Operations were a strong contributor, with income rising to $57.8 million for the half on portfolio growth, wider interest margin and improving credit performance.
Operating leverage weakened as SG&A rose to 70.3% of gross profit year‑to‑date. Operating cash flow turned to an outflow of $174.1 million, with large uses of cash for inventories and finance receivables, while total floor plan debt increased to $6.39 billion and non‑recourse notes payable to $2.74 billion. The company remained acquisitive, completing six deals that added $103.1 million of revenue and $5.0 million of operating income, and expanded capital returns by repurchasing $534.0 million of stock under a total $3.7 billion authorization. Liquidity was about $1.3 billion at June 30, 2026, including $110.3 million of cash and $1.1 billion of undrawn credit capacity.
Lithia & Driveway reported record second-quarter 2026 revenues of $9.8 billion, with net income of $261.6 million and diluted EPS of $11.54, up 1.3% and 16.9% from a year earlier. Adjusted diluted EPS was $10.03, 9% higher, while adjusted net income declined 6% to $227.6 million.
For the first six months of 2026, revenue reached $19.1 billion, up 2%, but net income fell 22.5% to $363.7 million and diluted EPS decreased 11.9% to $15.68; adjusted diluted EPS edged up 1% to $17.32. Financing Operations generated record quarterly income of $36.5 million and record originations of $884 million.
The company repurchased $242 million of stock in the quarter, about 854,000 shares or 3.7% of shares outstanding, and approved a 23% increase in the quarterly cash dividend to $0.70 per share, payable August 21, 2026. Net debt to Adjusted EBITDA stood at 3.17x, with about $1.3 billion in cash, marketable securities and revolver availability.
Dimensional Fund Advisors LP, a Delaware limited partnership, reports beneficial ownership of 1,409,885 shares of Lithia Motors Inc common stock, representing 6.2% of the class as of June 30, 2026. Dimensional has sole voting power over 1,387,208 shares and sole dispositive power over 1,409,885 shares.
The shares are owned by various funds and accounts it advises or manages (the “Funds”), and Dimensional may be deemed a beneficial owner due to its voting and investment authority. Dimensional and its affiliates formally disclaim beneficial ownership, and to its knowledge no single Fund holds more than 5% of the class.