Zacks Research Analysts Lift Earnings Estimates for LECO

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Stock analysts at Zacks Research raised their Q3 2026 earnings estimates for Lincoln Electric in a report released on Wednesday, April 1st. Zacks Research analyst Team now forecasts that the industrial products company will earn $2.65 per share for the quarter, up from their prior estimate of $2.63. The consensus estimate for Lincoln Electric’s current full-year earnings is $9.36 per share. Zacks Research also issued estimates for Lincoln Electric’s Q2 2027 earnings at $2.96 EPS, Q3 2027 earnings at $2.92 EPS, Q4 2027 earnings at $2.93 EPS, FY2027 earnings at $11.39 EPS, Q1 2028 earnings at $2.73 EPS and FY2028 earnings at $11.84 EPS.

LECO has been the topic of several other research reports. Weiss Ratings downgraded Lincoln Electric from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday. Jefferies Financial Group reiterated a “hold” rating and set a $280.00 price target (down from $350.00) on shares of Lincoln Electric in a research report on Tuesday. Roth Mkm reissued a “buy” rating and issued a $297.00 price objective (up from $285.00) on shares of Lincoln Electric in a research note on Tuesday, February 3rd. Wall Street Zen lowered Lincoln Electric from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Finally, KeyCorp upped their target price on shares of Lincoln Electric from $280.00 to $340.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Four analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Lincoln Electric has an average rating of “Hold” and an average price target of $296.29.

Lincoln Electric Trading Up 0.3%

LECO stock opened at $249.76 on Thursday. Lincoln Electric has a 12-month low of $161.11 and a 12-month high of $310.00. The business’s 50-day moving average is $271.42 and its 200 day moving average is $250.63. The company has a current ratio of 1.82, a quick ratio of 1.16 and a debt-to-equity ratio of 0.78. The stock has a market cap of $13.69 billion, a price-to-earnings ratio of 26.80, a PEG ratio of 1.54 and a beta of 1.28.

Lincoln Electric (NASDAQ:LECO) last announced its earnings results on Thursday, February 12th. The industrial products company reported $2.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.53 by $0.12. Lincoln Electric had a net margin of 12.30% and a return on equity of 39.35%. The business had revenue of $1.08 billion for the quarter, compared to analyst estimates of $1.09 billion. During the same quarter last year, the business earned $2.57 earnings per share. The company’s revenue for the quarter was up 5.5% compared to the same quarter last year.

Lincoln Electric Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be issued a $0.79 dividend. This represents a $3.16 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Tuesday, March 31st. Lincoln Electric’s dividend payout ratio (DPR) is currently 33.91%.

Hedge Funds Weigh In On Lincoln Electric

A number of institutional investors and hedge funds have recently added to or reduced their stakes in LECO. Quent Capital LLC acquired a new stake in shares of Lincoln Electric in the 3rd quarter worth $27,000. Frazier Financial Advisors LLC boosted its position in shares of Lincoln Electric by 3,700.0% during the 3rd quarter. Frazier Financial Advisors LLC now owns 114 shares of the industrial products company’s stock valued at $27,000 after acquiring an additional 111 shares during the last quarter. Elyxium Wealth LLC purchased a new stake in shares of Lincoln Electric in the fourth quarter valued at about $27,000. Root Financial Partners LLC acquired a new stake in Lincoln Electric during the third quarter worth about $31,000. Finally, Summit Securities Group LLC purchased a new position in Lincoln Electric during the fourth quarter worth about $46,000. Institutional investors and hedge funds own 79.61% of the company’s stock.

Key Headlines Impacting Lincoln Electric

Here are the key news stories impacting Lincoln Electric this week:

• Positive Sentiment: Zacks Research raised multiple quarterly and full‑year EPS forecasts (including FY2027 and FY2028) — small upward lifts to Q3/2026, Q2–Q4/2027 and FY2027–FY2028 estimates suggest stronger future earnings expectations, which supports the stock. (Zacks Research release)
• Positive Sentiment: Morgan Stanley published a bullish outlook forecasting strong price appreciation, which can attract buyers and lend conviction to the upside case for LECO. Morgan Stanley Forecasts Strong Price Appreciation for Lincoln Electric
• Neutral Sentiment: Barclays trimmed its price target from $310 to $280 but maintained an Overweight rating — the cut reduces upside from prior estmates but the retained positive rating tempers the negative signal. Barclays lowers price target on Lincoln Electric
• Negative Sentiment: Jefferies downgraded LECO from Buy to Hold and cut its target (reported reductions from $350 to $280), arguing that an industrial recovery is largely priced in — that downgrade and rationale are the clearest near‑term headwind pressuring the stock. Wall Street Cuts Lincoln Electric as Industrial Recovery Already Priced In

About Lincoln Electric

Lincoln Electric Holdings, Inc (NASDAQ: LECO) is a global manufacturer and distributor of welding products, robotic welding systems, plasma and oxyfuel cutting equipment, and surface treatment systems. The company’s portfolio encompasses welding consumables such as electrodes and wires, as well as power sources, torches, and automated welding cells. Lincoln Electric also offers software solutions and training services designed to optimize productivity and quality in fabrication and manufacturing operations.

Founded in 1895 by John C.