ING Groep NV purchased a new stake in Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 29,200 shares of the industrial products company’s stock, valued at approximately $6,886,000.
Several other large investors also recently added to or reduced their stakes in the stock. Quent Capital LLC purchased a new stake in Lincoln Electric during the third quarter valued at approximately $27,000. Frazier Financial Advisors LLC increased 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 purchasing an additional 111 shares during the last quarter. Root Financial Partners LLC purchased a new stake in Lincoln Electric during the 3rd quarter valued at $31,000. Vermillion & White Wealth Management Group LLC lifted its position in Lincoln Electric by 82.4% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 155 shares of the industrial products company’s stock worth $32,000 after buying an additional 70 shares during the last quarter. Finally, SJS Investment Consulting Inc. boosted its stake in Lincoln Electric by 3,860.0% during the third quarter. SJS Investment Consulting Inc. now owns 198 shares of the industrial products company’s stock worth $47,000 after buying an additional 193 shares during the period. 79.61% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In
Several equities research analysts have recently weighed in on the stock. Zacks Research downgraded shares of Lincoln Electric from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Roth Mkm reiterated a “buy” rating and set a $297.00 price target (up from $285.00) on shares of Lincoln Electric in a report on Tuesday, February 3rd. Stifel Nicolaus increased their price objective on shares of Lincoln Electric from $252.00 to $253.00 and gave the stock a “hold” rating in a research report on Friday, January 23rd. Barclays boosted their target price on Lincoln Electric from $260.00 to $280.00 and gave the company an “overweight” rating in a research report on Friday, January 23rd. Finally, Morgan Stanley reduced their price target on Lincoln Electric from $209.00 to $208.00 and set an “underweight” rating on the stock in a report on Monday, January 12th. Five research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Lincoln Electric currently has a consensus rating of “Moderate Buy” and a consensus target price of $255.00.
Lincoln Electric News Roundup
Here are the key news stories impacting Lincoln Electric this week:
- Positive Sentiment: Quarterly EPS topped expectations — adjusted EPS came in above consensus (reported $2.65 vs. ~$2.53 expected), which is the primary bullish driver. Lincoln Electric Holdings (LECO) Tops Q4 Earnings Estimates
- Positive Sentiment: Underlying profitability remains strong — the company reported solid margins and a high return on equity, indicators investors reward for operational efficiency. Lincoln Electric stock page
- Neutral Sentiment: Revenue grew year-over-year (~+5.5%) but slightly missed consensus ($1.08B reported vs. ~$1.09B expected), which tempers the EPS beat and explains some mixed reactions. Lincoln Electric misses Q4 CY2025 sales expectations
- Neutral Sentiment: Earnings call and transcript provide color on demand, mix and outlook — analysts and investors will be parsing management’s commentary for signs on end-market momentum and FY guidance. LECO Q4 2025 Earnings Call Transcript
- Negative Sentiment: GAAP results were reduced by special items — the quarter includes after-tax charges (~$10.6M, ~$0.20 per share) that lowered GAAP EPS versus adjusted figures, a factor some investors view as a quality-of-earnings concern. Lincoln Electric Reports Fourth Quarter and Full Year 2025 Results
- Negative Sentiment: Valuation and momentum considerations — the stock trades at a premium multiple and near its 1-year high, so upside may be limited absent stronger revenue/guidance beats. Lincoln Electric stock page
Lincoln Electric Price Performance
Lincoln Electric stock opened at $296.14 on Friday. The company has a debt-to-equity ratio of 0.81, a current ratio of 1.71 and a quick ratio of 1.07. The stock has a market cap of $16.30 billion, a price-to-earnings ratio of 31.71, a price-to-earnings-growth ratio of 1.81 and a beta of 1.26. The firm has a 50-day moving average of $256.86 and a two-hundred day moving average of $243.80. Lincoln Electric Holdings, Inc. has a 1 year low of $161.11 and a 1 year high of $310.00.
Lincoln Electric (NASDAQ:LECO – Get Free Report) last issued its earnings results on Thursday, February 12th. The industrial products company reported $2.65 EPS for the quarter, topping analysts’ consensus estimates of $2.53 by $0.12. Lincoln Electric had a net margin of 12.56% and a return on equity of 40.33%. The business had revenue of $1.08 billion for the quarter, compared to analyst estimates of $1.09 billion. During the same period last year, the company posted $2.57 earnings per share. The company’s quarterly revenue was up 5.5% compared to the same quarter last year. On average, research analysts forecast that Lincoln Electric Holdings, Inc. will post 9.36 earnings per share for the current year.
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.
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