Seaport Res Ptn Issues Positive Estimate for LECO Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Research analysts at Seaport Res Ptn upped their Q2 2026 earnings per share estimates for Lincoln Electric in a note issued to investors on Thursday, November 6th. Seaport Res Ptn analyst W. Liptak now forecasts that the industrial products company will post earnings of $2.80 per share for the quarter, up from their previous estimate of $2.68. The consensus estimate for Lincoln Electric’s current full-year earnings is $9.36 per share. Seaport Res Ptn also issued estimates for Lincoln Electric’s FY2026 earnings at $10.59 EPS.

Several other research firms have also recently weighed in on LECO. Barclays raised their price target on Lincoln Electric from $235.00 to $260.00 and gave the company an “overweight” rating in a report on Monday, October 20th. Zacks Research cut Lincoln Electric from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. KeyCorp raised their price target on Lincoln Electric from $250.00 to $280.00 and gave the company an “overweight” rating in a research report on Friday, August 1st. Wall Street Zen upgraded Lincoln Electric from a “buy” rating to a “strong-buy” rating in a report on Saturday, October 11th. Finally, Stifel Nicolaus upped their target price on Lincoln Electric from $250.00 to $265.00 and gave the stock a “hold” rating in a research note on Friday, October 31st. Five investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $247.00.

Lincoln Electric Price Performance

NASDAQ:LECO traded down $1.48 during mid-day trading on Friday, hitting $225.53. 32,059 shares of the stock traded hands, compared to its average volume of 339,964. The business’s 50-day moving average price is $237.24 and its 200 day moving average price is $220.35. The company has a quick ratio of 1.08, a current ratio of 1.68 and a debt-to-equity ratio of 0.83. The company has a market cap of $12.41 billion, a PE ratio of 25.34, a price-to-earnings-growth ratio of 1.61 and a beta of 1.24. Lincoln Electric has a 12-month low of $161.11 and a 12-month high of $249.19.

Lincoln Electric (NASDAQ:LECO) last issued its quarterly earnings data on Thursday, October 30th. The industrial products company reported $2.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.39 by $0.08. Lincoln Electric had a return on equity of 39.79% and a net margin of 12.27%.The business had revenue of $1.06 billion for the quarter, compared to analysts’ expectations of $1.05 billion. During the same quarter in the prior year, the firm posted $2.14 EPS. The firm’s quarterly revenue was up 7.8% on a year-over-year basis.

Lincoln Electric Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st will be issued a $0.79 dividend. This is a boost from Lincoln Electric’s previous quarterly dividend of $0.75. The ex-dividend date is Wednesday, December 31st. This represents a $3.16 annualized dividend and a yield of 1.4%. Lincoln Electric’s dividend payout ratio (DPR) is currently 33.83%.

Insider Transactions at Lincoln Electric

In other news, SVP Michael J. Whitehead sold 1,000 shares of the business’s stock in a transaction on Tuesday, September 16th. The shares were sold at an average price of $233.23, for a total transaction of $233,230.00. Following the sale, the senior vice president owned 9,177 shares in the company, valued at approximately $2,140,351.71. The trade was a 9.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Jennifer I. Ansberry sold 3,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $242.18, for a total transaction of $726,540.00. Following the transaction, the executive vice president directly owned 19,173 shares of the company’s stock, valued at $4,643,317.14. This represents a 13.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 16,387 shares of company stock valued at $3,974,270. Company insiders own 2.41% of the company’s stock.

Institutional Investors Weigh In On Lincoln Electric

Institutional investors have recently modified their holdings of the stock. Focus Partners Advisor Solutions LLC bought a new stake in Lincoln Electric during the first quarter valued at approximately $261,000. Meiji Yasuda Asset Management Co Ltd. boosted its stake in shares of Lincoln Electric by 20.1% during the 1st quarter. Meiji Yasuda Asset Management Co Ltd. now owns 21,841 shares of the industrial products company’s stock worth $4,131,000 after acquiring an additional 3,658 shares during the last quarter. Millennium Management LLC grew its position in shares of Lincoln Electric by 195.2% during the 1st quarter. Millennium Management LLC now owns 223,025 shares of the industrial products company’s stock valued at $42,187,000 after acquiring an additional 147,483 shares during the period. Royal Bank of Canada raised its holdings in Lincoln Electric by 2.1% in the 1st quarter. Royal Bank of Canada now owns 54,709 shares of the industrial products company’s stock worth $10,349,000 after purchasing an additional 1,143 shares during the period. Finally, Jane Street Group LLC lifted its position in Lincoln Electric by 153.1% during the first quarter. Jane Street Group LLC now owns 58,993 shares of the industrial products company’s stock valued at $11,159,000 after purchasing an additional 35,682 shares in the last quarter. 79.61% of the stock is owned by hedge funds and other institutional investors.

Lincoln Electric Company Profile

Lincoln Electric Holdings, Inc, through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products worldwide. The company operates through three segments: Americas Welding, International Welding, and The Harris Products Group. It offers brazing and soldering filler metals, arc welding equipment, plasma and oxyfuel cutting systems, wire feeding systems, fume control equipment, welding accessories, and specialty gas regulators, and education solutions, as well as a portfolio of automated solutions for joining, cutting, material handling, module assembly, and end of line testing, as well as involved in brazing and soldering alloys, and in the retail business in the United States.