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Lithia Motors Inc reported that Vanguard Portfolio Management beneficially owned 1,166,045 shares of common stock, equal to 5% of the class as of 03/31/2026. The filing shows sole voting power for 11,342 shares and sole dispositive power for 1,166,045 shares. The statement notes these holdings reflect securities managed across Vanguard affiliates and funds.
Lithia & Driveway reported mixed first quarter 2026 results. Revenue edged up 1% to $9.27 billion, driven by a 7.3% increase in used vehicle revenue and 6.1% growth in aftersales. Same-store used revenue rose 4.6%, and aftersales gross margin improved to 58.7%.
Profitability declined sharply. Net income fell to $102.0 million, down 51.7% from $211.2 million, with diluted EPS dropping to $4.28 from $7.94. Adjusted diluted EPS was $7.34, a 7% decrease from $7.93, reflecting lower new-vehicle margins, higher SG&A, and investment losses.
The company highlighted record $840 million originations at Driveway Finance Corporation and finance operations income of $21.3 million versus $12.5 million. Lithia repurchased about $259 million of stock (roughly 942,000 shares, 4.0% of shares) and declared a $0.57 per-share cash dividend payable May 22, 2026 to shareholders of record on May 8, 2026.
Lithia Motors Inc ownership disclosure: The Vanguard Group filed Amendment No. 15 to report that, following an internal realignment, it and certain subsidiaries report holdings separately. The filing states amount beneficially owned: 0 shares representing 0% of the class as reported.
The filing explains that subsidiaries now report disaggregated beneficial ownership in reliance on SEC Release No. 34-39538 and that The Vanguard Group no longer is deemed to beneficially own those subsidiary holdings.
Lithia Motors Inc director Stacy Loretz Congdon reported an open-market sale of 75 shares of Lithia Motors Inc Common Stock on March 12, 2026 at an average price of $259.33 per share. Following this transaction, the director directly holds 1,735 shares, indicating only a small portion of the stake was sold.
Lithia Motors, Inc. is asking shareholders to vote at its virtual 2026 annual meeting on April 30, 2026. The board recommends electing ten directors, approving advisory say-on-pay, and ratifying KPMG as auditor, while opposing a shareholder proposal to change the board leadership structure.
The proxy highlights 2025 performance: earnings per share of $32.32 (up 10%), net income of $826 million (up 1%), and record revenue of $37.6 billion (up 4%). Lithia returned $1.0 billion to shareholders through dividends and buybacks, repurchasing 11.4% of outstanding shares, and added $2.4 billion of expected annualized revenue via acquisitions.
Governance and ESG sections emphasize an 80% independent board, 60% gender or ethnically diverse directors and nominees, fully independent committees, a lead independent director, and detailed oversight of risk and cybersecurity. The compensation program ties a large portion of executive pay to multi‑year, relative performance in revenue, earnings, and total shareholder return.
Lithia Motors Inc director Sidney B. DeBoer reported a small share disposition tied to taxes, not a market trade. On this Form 4, 54 shares of Lithia Motors Inc common stock were withheld on March 2, 2026 at $279.58 per share to cover tax obligations related to vesting restricted stock units. After this tax-withholding event, DeBoer directly owned 25,561 shares of Lithia Motors Inc common stock.
Lithia Motors, Inc. entered into a Seventh Amendment to its Fourth Amended and Restated Loan Agreement with U.S. Bank National Association and other lenders. The amendment extends the expiration date of the company’s credit facility to February 27, 2031, with one-year extension options available annually subject to lender threshold consent and other conditions.
Upon the company’s election to convert its Used Vehicle Floorplan and Service Loaner Floorplan facilities to VIN-specific reporting as of the defined VIN Transition Date, the financing commitments would be allocated as follows: New Vehicle Floorplan $2,700,000,000, Used Vehicle Floorplan $1,250,000,000, Service Loaner Floorplan $150,000,000, and a Revolving Line of Credit $2,400,000,000. The amendment also removes the Simple SOFR Adjustment.
Lithia Motors describes a large, diversified auto retail platform spanning 455 locations and 54 brands across the U.S., U.K., and Canada. The company emphasizes an omnichannel strategy through its Driveway e-commerce platform, GreenCars education site, captive finance arm DFC, and fleet offerings.
In 2025, Lithia acquired 17 stores and divested 12, investing $751.0 million to add nearly $2.4 billion in expected annualized revenue. It deployed $350.9 million in capital expenditures and paid $55.3 million in dividends, supported by about $1.5 billion of liquidity as of December 31, 2025.
Marketing is heavily digital, with $257.0 million of 2025 ad spend and over 88% directed to online and one‑to‑one channels. GreenCars.com drew roughly 9.0 million unique visitors and influenced more than 10,000 vehicle purchases. Lithia also outlines extensive risk factors, including economic cycles, EV adoption, regulatory changes, and significant leverage and variable-rate debt.
Lithia Motors Inc senior vice president of people, Katherine Lee Macaddino, filed an initial ownership report showing she directly holds 1,160 shares of Lithia Motors Inc common stock. This Form 3 does not report any new buy or sell transactions, only her existing direct holdings.