Lear Corporation $LEA Shares Acquired by Victory Capital Management Inc.

Victory Capital Management Inc. lifted its position in shares of Lear Corporation (NYSE:LEA) by 25.4% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 142,433 shares of the auto parts company’s stock after purchasing an additional 28,883 shares during the quarter. Victory Capital Management Inc.’s holdings in Lear were worth $14,330,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Vest Financial LLC raised its position in Lear by 134.9% in the third quarter. Vest Financial LLC now owns 25,951 shares of the auto parts company’s stock valued at $2,611,000 after purchasing an additional 14,904 shares during the period. American Century Companies Inc. grew its stake in shares of Lear by 23.6% in the third quarter. American Century Companies Inc. now owns 1,569,341 shares of the auto parts company’s stock valued at $157,891,000 after buying an additional 299,841 shares in the last quarter. Capital Management Corp VA purchased a new stake in shares of Lear during the 3rd quarter valued at about $2,295,000. Prudential Financial Inc. lifted its position in Lear by 2,060.5% during the 2nd quarter. Prudential Financial Inc. now owns 104,720 shares of the auto parts company’s stock worth $10,009,000 after acquiring an additional 99,873 shares in the last quarter. Finally, Meritage Portfolio Management acquired a new position in Lear during the 3rd quarter worth approximately $3,268,000. Hedge funds and other institutional investors own 97.04% of the company’s stock.

Lear Stock Down 0.8%

Shares of NYSE:LEA opened at $119.30 on Wednesday. The firm has a market cap of $6.05 billion, a PE ratio of 14.64, a price-to-earnings-growth ratio of 0.87 and a beta of 1.26. The company has a fifty day simple moving average of $126.48 and a 200 day simple moving average of $113.78. The company has a current ratio of 1.35, a quick ratio of 1.05 and a debt-to-equity ratio of 0.52. Lear Corporation has a 12-month low of $73.85 and a 12-month high of $142.84.

Lear (NYSE:LEA) last posted its quarterly earnings data on Wednesday, February 4th. The auto parts company reported $3.41 EPS for the quarter, beating analysts’ consensus estimates of $2.67 by $0.74. The firm had revenue of $5.99 billion for the quarter, compared to the consensus estimate of $5.78 billion. Lear had a net margin of 1.88% and a return on equity of 13.40%. The firm’s revenue was up 4.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.94 EPS. On average, equities research analysts anticipate that Lear Corporation will post 12.89 EPS for the current fiscal year.

Lear Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Thursday, March 5th will be given a dividend of $0.77 per share. This represents a $3.08 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Thursday, March 5th. Lear’s dividend payout ratio is currently 37.79%.

Key Lear News

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Deepening chip partnerships (MediaTek learning from Nvidia) could accelerate automotive AI/ADAS compute demand and broader vehicle electrification — a longer-term tailwind for Lear’s electrical distribution and seating electronics businesses. Rick Tsai Shares Advice; MediaTek Learning From Nvidia
• Neutral Sentiment: Bill Ackman’s Pershing Square NYSE listing is a major capital-markets event that could shift institutional cash flows and market sentiment but has no direct link to Lear. Watch for any market-wide volatility. Pershing Square Goes Public: Bill Ackman’s NYSE Listing Explained
• Neutral Sentiment: Docebo’s conference note (AI platform focus and $60M buyback) highlights ongoing tech-sector buybacks and AI optimism — an industry signal but not company-specific to Lear. Such cross-sector sentiment can indirectly influence cyclical stocks. Docebo Conference: CFO Touts AI Learning Platform
• Neutral Sentiment: Media and investor commentary (Kevin O’Leary on execution vs. work location) touches on talent and execution themes that could influence corporate hiring/operations broadly, but it’s only an indirect factor for auto suppliers like Lear. Shark Tank’s Kevin O’Leary on Execution and Work
• Neutral Sentiment: Lear Capital being named “Best Overall Gold IRA Company” is unrelated to Lear Corporation (LEA) but could cause ticker confusion among retail investors; it’s not operational news for LEA. Lear Capital Named Best Overall Gold IRA Company
• Neutral Sentiment: Several small-cap education/tech corporate filings and director share-move notices (OpenLearning, 3P Learning, etc.) are sector-specific micro news with no clear impact on Lear. OpenLearning Director Adam Brimo Lifts Indirect Shareholding
• Negative Sentiment: US Treasury warning about rising crypto ATM scams is a risk-off headline for some market segments; if it fuels broader risk aversion it could pressure cyclical names, including auto suppliers like Lear in the short term. Treasury Department Flags Cryptocurrency ATMs as Rising Scam Vector

Analysts Set New Price Targets

LEA has been the subject of several recent research reports. Bank of America started coverage on shares of Lear in a research report on Wednesday, March 4th. They issued a “neutral” rating for the company. Citigroup raised their price target on shares of Lear from $146.00 to $177.00 and gave the company a “buy” rating in a report on Thursday, February 5th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $121.00 price target on shares of Lear in a research note on Thursday, January 15th. Wells Fargo & Company upped their price objective on shares of Lear from $123.00 to $131.00 and gave the company an “equal weight” rating in a research report on Thursday, February 5th. Finally, TD Cowen raised their target price on Lear from $117.00 to $133.00 and gave the company a “hold” rating in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $138.27.

Insider Transactions at Lear

In other news, VP Marianne Vidershain sold 1,590 shares of Lear stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $135.00, for a total value of $214,650.00. Following the completion of the transaction, the vice president directly owned 1,862 shares of the company’s stock, valued at approximately $251,370. The trade was a 46.06% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, SVP Alicia J. Davis sold 6,630 shares of the stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $132.98, for a total transaction of $881,657.40. Following the sale, the senior vice president owned 9,972 shares in the company, valued at approximately $1,326,076.56. This trade represents a 39.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 30,220 shares of company stock valued at $3,986,427. Company insiders own 0.91% of the company’s stock.

Lear Profile

Lear Corporation (NYSE: LEA) is a global supplier of automotive seating and electrical distribution systems. The company designs, engineers and manufactures complete seat systems, seat components and power solutions for major vehicle manufacturers. Its electrical business delivers modules and components for battery management, infotainment, body and safety electronics, as well as advanced connectivity and electrification solutions.

The seating division develops lightweight, ergonomic seat structures, trim and mechanisms that address comfort, safety and environmental targets.