• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G filed by Lithia Motors Inc.

    2/13/24 11:56:02 AM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary
    Get the next $LAD alert in real time by email
    SC 13G 1 lad13g02132024.htm SCHEDULE 13G






    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549


    SCHEDULE 13G


    Under the Securities Exchange Act of 1934
    (Amendment No.         )*


    Lithia Motors Inc
    (Name of Issuer)


    Common Stock
    (Title of Class of Securities)


    536797103
    (CUSIP Number)


    December 31, 2023
    (Date of Event Which Requires Filing of this Statement)


    Check appropriate box to designate the rule pursuant to which this Schedule is filed:

    ☑ Rule 13d-1(b)

    ☐ Rule 13d-1(c)

    ☐ Rule 13d-1(d)


    *
     
    The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.
     
    The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
     

    1


    CUSIP No. 536797103
     
     
     
     
      
      1.
    NAMES OF REPORTING PERSONS
    I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (entities only)
     
    Barrow Hanley Global Investors
    752403190
      2.
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See Instructions)
    (a)  ☐
    (b)  ☐
      3.
    SEC USE ONLY
     
      4.
    CITIZENSHIP OR PLACE OF ORGANIZATION
     
    A Delaware limited liability company
    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON
    WITH
      5.    SOLE VOTING POWER
     
            1,023,453 shares
     
      6.    SHARED VOTING POWER
     
            510,709 shares
      7.    SOLE DISPOSITIVE POWER
     
            1,534,162 shares
      8.    SHARED DISPOSITIVE POWER
     
            —
       9.
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
     
    1,534,162 shares
    10.
    CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions)
     
    ☐
    11.
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
     
    5.57%
    12.
    TYPE OF REPORTING PERSON (See Instructions)
     
    IA
     
     
    2

     
    SCHEDULE 13G
     
    Item 1(a)
      
    Name of Issuer: Lithia Motors Inc.
       
    1(b)
      
    Address of Issuer’s Principal Executive Offices:
       
     
      
    150 NORTH BARTLETT STREET
    MEDFORD, OR 97501
       
    Item 2(a)
      
    Name of Person Filing:
         
       
    Barrow Hanley Global Investors
       
    2(b)
      
    Address of Principal Business Office or, if none, Residence:
       
     
      
    2200 Ross Avenue, 31st Floor
    Dallas, TX 75201-2761
       
    2(c)
      
    Citizenship:
       
     
      
    A Delaware limited liability company
     
     
    2(d)
      
    Title of Class of Securities
     
     
     
      
    Common Stock
     
     
    2(e)
      
    CUSIP Number:    536797103
     
     
    Item 3
      
    If this statement is filed pursuant to §§240.13d-1(b), or 240.13d-2(b) or (c), check whether the person filing is a:
     
     
     
     
     
      
    (a)
      
    ☐
      
    Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
     
     
     
     
     
      
    (b)
      
    ☐
      
    Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
     
     
     
     
     
      
    (c)
      
    ☐
      
    Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
     
     
     
     
     
      
    (d)
      
    ☐
      
    Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
     
     
     
     
     
      
    (e)
      
    ☑
      
    An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E);
     
     
     
     
     
      
    (f)
      
    ☐
      
    An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F);
     
     
     
     
     
      
    (g)
      
    ☐
      
    A parent holding company or control person in accordance with §240.13d-1(b)(ii)(G);
     
     
     
     
     
      
    (h)
      
    ☐
      
    A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
     
     
     
     
     
      
    (i)
      
    ☐
      
    A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
     
     
     
     
     
      
    (j)
      
    ☐
      
    Group, in a accordance with §240.13d-1(b)(1)(ii)(J).
     
     
    3

    Item 4
      
    Ownership:
     
     
     
     
      
    4(a)
      
    Amount beneficially owned:  1,534,162 shares
     
     
     
     
      
    4(b)
      
    Percent of Class:  5.57%
     
     
     
     
      
    4(c)
      
    Number of shares as to which person has:
     
     
      
     
    (i)
    Sole power to vote or to direct the vote:  1,023,453 shares

     
      
    (ii)
    Shared power to vote or to direct the vote:  510,709 shares
       
     
      
    (iii)
    Sole power to dispose or to direct the disposition of:  1,534,162 shares
       
     
      
    (iv)
    Shared power to dispose or to direct the disposition of:  —
       
    Item 5
      
    Ownership of Five Percent or Less of a Class:
     
      
     Not Applicable.  
       
    Item 6
      
    Ownership of More than Five Percent on Behalf of Another Person:
     
      
    The right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the common stock is held by certain clients of the reporting person, none of which has such right or power with respect to five percent or more of the common stock.
     
     
    Item 7
      
    Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company:
     
      
    Not Applicable.
     
     
    Item 8
      
    Identification and Classification of Members of the Group:
     
      
    Not Applicable.
       
    Item 9
      
    Notice of Dissolution of Group:
     
      
    Not Applicable.
       
    Item 10
      
    Certification:
       
       
    By signing below the undersigned certifies that, to the best of its knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.

    After reasonable inquiry and to the best of my knowledge and belief, the undersigned certifies that the information set forth in this statement is true, complete and correct.

     
    Barrow Hanley Global Investors
           
     
    By:
    /s/ Hannah Ackels
     
       
    Name:  Hannah Ackels
     
       
    Title:   Chief Compliance Officer
     
           
     
     February 13, 2024
    4
    Get the next $LAD alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $LAD

    DatePrice TargetRatingAnalyst
    9/4/2025$400.00Buy
    Jefferies
    6/3/2025$340.00Neutral
    Goldman
    4/23/2025$415.00 → $375.00Neutral → Buy
    Citigroup
    1/8/2025$400.00Buy
    The Benchmark Company
    9/12/2024$360.00Overweight
    Stephens
    8/9/2024$338.00Neutral → Buy
    Guggenheim
    6/10/2024$270.00 → $280.00Neutral → Overweight
    JP Morgan
    5/17/2024Buy → Neutral
    Guggenheim
    More analyst ratings

    $LAD
    SEC Filings

    View All

    Lithia Motors Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Other Events, Financial Statements and Exhibits

    8-K - LITHIA MOTORS INC (0001023128) (Filer)

    10/22/25 8:35:21 AM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    Lithia Motors Inc. filed SEC Form 8-K: Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation, Financial Statements and Exhibits

    8-K - LITHIA MOTORS INC (0001023128) (Filer)

    9/10/25 4:37:55 PM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    Lithia Motors Inc. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits

    8-K - LITHIA MOTORS INC (0001023128) (Filer)

    9/3/25 4:34:48 PM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    $LAD
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Bailey Richard J Jr was granted 342 units of Lithia Motors Inc Common Stock (SEC Form 4)

    4 - LITHIA MOTORS INC (0001023128) (Issuer)

    10/8/25 4:08:40 PM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    SEC Form 3 filed by new insider Bailey Richard J Jr

    3 - LITHIA MOTORS INC (0001023128) (Issuer)

    10/8/25 4:07:09 PM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    Director O'Neill Heidi was granted 342 units of Lithia Motors Inc Common Stock (SEC Form 4)

    4 - LITHIA MOTORS INC (0001023128) (Issuer)

    10/3/25 4:36:32 PM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    $LAD
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    $LAD
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Jefferies resumed coverage on Lithia Motors with a new price target

    Jefferies resumed coverage of Lithia Motors with a rating of Buy and set a new price target of $400.00

    9/4/25 12:48:13 PM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    Goldman resumed coverage on Lithia Motors with a new price target

    Goldman resumed coverage of Lithia Motors with a rating of Neutral and set a new price target of $340.00

    6/3/25 8:10:42 AM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    Lithia Motors upgraded by Citigroup with a new price target

    Citigroup upgraded Lithia Motors from Neutral to Buy and set a new price target of $375.00 from $415.00 previously

    4/23/25 6:48:58 AM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    Lithia & Driveway (LAD) Reports Record Third Quarter Revenue of $9.7 billion, Achieves 11% Increase in Diluted Earnings Per Share, 17% Increase in Adjusted Diluted Earnings Per Share

    Announces Dividend of $0.55 per Share for Third Quarter MEDFORD, Ore., Oct. 22, 2025 /PRNewswire/ -- Lithia & Driveway (NYSE:LAD) today reported the highest third quarter revenue in company history, and a 11% increase in diluted earnings per share compared to the same period in 2024. Third quarter 2025 revenue increased 5% to $9.7 billion from $9.2 billion in the third quarter of 2024.  Third quarter 2025 diluted earnings per share attributable to LAD was $8.61, a 11% increase from $7.73 per share reported in the third quarter of 2024. Third quarter 2025 adjusted diluted earni

    10/22/25 5:30:00 AM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    20 Lithia & Driveway (LAD) U.S. Dealerships Named Best To Work For in 2025

    MEDFORD, Ore., Oct. 16, 2025 /PRNewswire/ -- Lithia & Driveway (NYSE:LAD) today announced 20 of its U.S. dealerships have been named among Automotive News' 2025 Best Dealerships To Work For, which recognizes the top 150 dealerships across the U.S. that create exceptional employee work environments despite industry and economic challenges. Recognition on the list is determined by confidential management information and employee surveys that measure engagement, satisfaction, and workplace culture. "We are honored to have so many of our dealerships recognized by Automotive News t

    10/16/25 5:30:00 AM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    The Presidio Group Exclusively Advised Stivers Family in Sale of Stivers Subaru in Decatur, Ga., to Lithia & Driveway

    The Presidio Group LLC ("Presidio"), an independent merchant banking firm focused on mergers and acquisitions, capital raising and investments in the automotive retail and consumer mobility sectors, exclusively advised brothers Johnny and Eddie Stivers on the sale of Stivers Subaru in Decatur, Ga., to Lithia & Driveway (NYSE:LAD). The transaction, which was finalized Oct. 13, includes the dealership's real estate in the metro Atlanta suburb. The Stivers continue to operate several other dealerships. "We are proud of what we have built at Stivers Subaru and grateful to our employees and customers for their loyalty over the years. As part of our ongoing growth, we made a strategic decisio

    10/14/25 7:57:00 AM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    $LAD
    Leadership Updates

    Live Leadership Updates

    View All

    20 Lithia & Driveway (LAD) U.S. Dealerships Named Best To Work For in 2025

    MEDFORD, Ore., Oct. 16, 2025 /PRNewswire/ -- Lithia & Driveway (NYSE:LAD) today announced 20 of its U.S. dealerships have been named among Automotive News' 2025 Best Dealerships To Work For, which recognizes the top 150 dealerships across the U.S. that create exceptional employee work environments despite industry and economic challenges. Recognition on the list is determined by confidential management information and employee surveys that measure engagement, satisfaction, and workplace culture. "We are honored to have so many of our dealerships recognized by Automotive News t

    10/16/25 5:30:00 AM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    Grindr Appoints John North as Chief Financial Officer

    Grindr Inc. (NYSE:GRND), the Global Gayborhood in Your Pocket™, today announced that John North is joining the company as Chief Financial Officer, effective immediately. In this role, North will partner with the executive leadership team to shape Grindr's strategy and will lead the finance organization including accounting, treasury, tax, financial planning and analysis, and investor relations to support and accelerate Grindr's rapid growth. North has over 20 years experience in leading high-growth public companies, having served as both CEO and CFO at Fortune 500 and S&P 500 global organizations. "John is an exceptional partner whom I have worked closely with in the past as we built an

    10/1/25 4:05:00 PM ET
    $CAR
    $CPRT
    $GORV
    Rental/Leasing Companies
    Consumer Discretionary
    Retail-Auto Dealers and Gas Stations
    Computer Software: Programming Data Processing

    Lithia & Driveway (LAD) Announces Chief Operating Officer Transition

    MEDFORD, Ore., April 15, 2025 /PRNewswire/ -- Lithia & Driveway (NYSE:LAD) has announced today that Adam Chamberlain will transition from his current role as Executive Vice President and Chief Operating Officer effective June 1, 2025 to join Mercedes-Benz as CEO of Mercedes-Benz USA. "We are incredibly grateful for Adam's leadership as our Chief Operating Officer and the value he brought to Lithia & Driveway," said Bryan DeBoer, President and CEO of Lithia & Driveway. "His contributions have helped strengthen our operations, sharpen our offerings and customer awareness, drive

    4/15/25 5:00:00 PM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    $LAD
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G filed by Lithia Motors Inc.

    SC 13G - LITHIA MOTORS INC (0001023128) (Subject)

    11/13/24 4:07:14 PM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    Amendment: SEC Form SC 13G/A filed by Lithia Motors Inc.

    SC 13G/A - LITHIA MOTORS INC (0001023128) (Subject)

    11/12/24 4:00:50 PM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    SEC Form SC 13G filed by Lithia Motors Inc.

    SC 13G - LITHIA MOTORS INC (0001023128) (Subject)

    2/14/24 4:19:51 PM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    $LAD
    Financials

    Live finance-specific insights

    View All

    Lithia & Driveway (LAD) Reports Record Third Quarter Revenue of $9.7 billion, Achieves 11% Increase in Diluted Earnings Per Share, 17% Increase in Adjusted Diluted Earnings Per Share

    Announces Dividend of $0.55 per Share for Third Quarter MEDFORD, Ore., Oct. 22, 2025 /PRNewswire/ -- Lithia & Driveway (NYSE:LAD) today reported the highest third quarter revenue in company history, and a 11% increase in diluted earnings per share compared to the same period in 2024. Third quarter 2025 revenue increased 5% to $9.7 billion from $9.2 billion in the third quarter of 2024.  Third quarter 2025 diluted earnings per share attributable to LAD was $8.61, a 11% increase from $7.73 per share reported in the third quarter of 2024. Third quarter 2025 adjusted diluted earni

    10/22/25 5:30:00 AM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    Lithia & Driveway (LAD) Expands Retail Network in Southeast Region

    MEDFORD, Ore., Oct. 14, 2025 /PRNewswire/ -- Lithia & Driveway (NYSE:LAD) today announced the acquisition of Stivers Decatur Subaru in the Atlanta market. This strategic move increases network density in the Southeast region and strengthens LAD's import mix, bringing in an estimated $100 million in annualized revenue. "We are pleased to welcome Stivers Decatur Subaru to the Lithia & Driveway family. The Atlanta metro is a dynamic, growth market, and Subaru's loyal customer base aligns with our focus on lifetime ownership experiences," said Bryan DeBoer, Lithia & Driveway Presi

    10/14/25 5:30:00 AM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary

    Lithia & Driveway (LAD) Schedules Release of Third Quarter 2025 Results

    MEDFORD, Ore., Oct. 8, 2025 /PRNewswire/ -- Lithia & Driveway (NYSE:LAD) announced today that its third quarter 2025 earnings will be released before the market opens on Wednesday, October 22, 2025. A conference call to discuss the earnings results is scheduled for the same day at 10:00 a.m. Eastern Time. How to Participate The conference call may be accessed by telephone at (877) 407-8029. To listen live on our website, or for replay, visit investors.lithiadriveway.com and click on quarterly earnings. About Lithia & Driveway (LAD)Lithia & Driveway (NYSE:LAD) is the largest gl

    10/8/25 5:30:00 AM ET
    $LAD
    Retail-Auto Dealers and Gas Stations
    Consumer Discretionary