Edgestream Partners L.P. Acquires 10,127 Shares of Lincoln Electric Holdings, Inc. $LECO

Edgestream Partners L.P. grew its holdings in Lincoln Electric Holdings, Inc. (NASDAQ:LECO) by 56.7% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 27,987 shares of the industrial products company’s stock after buying an additional 10,127 shares during the quarter. Edgestream Partners L.P.’s holdings in Lincoln Electric were worth $6,971,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in LECO. Elyxium Wealth LLC bought a new stake in Lincoln Electric during the 4th quarter worth about $27,000. Summit Securities Group LLC acquired a new stake in Lincoln Electric in the 4th quarter valued at about $46,000. Geneos Wealth Management Inc. raised its stake in shares of Lincoln Electric by 980.8% in the first quarter. Geneos Wealth Management Inc. now owns 281 shares of the industrial products company’s stock worth $53,000 after acquiring an additional 255 shares during the last quarter. V Square Quantitative Management LLC acquired a new position in shares of Lincoln Electric during the fourth quarter worth approximately $64,000. Finally, United Community Bank acquired a new position in shares of Lincoln Electric during the fourth quarter worth approximately $65,000. 79.61% of the stock is owned by institutional investors.

Key Lincoln Electric News

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

• Positive Sentiment: Q2 earnings exceeded expectations: Lincoln Electric reported adjusted earnings of $2.93 per share, above the consensus estimate of $2.81 and up from $2.60 a year earlier. Lincoln Electric: Q2 Earnings Snapshot
• Positive Sentiment: Sales and cash generation were strong: The company reported record quarterly sales, profitability, earnings, and cash flows. Revenue increased 12% year over year and exceeded Wall Street expectations, indicating continued demand for Lincoln Electric’s industrial products. Lincoln Electric Reports Second Quarter 2026 Results
• Positive Sentiment: Profitability remained robust: Lincoln Electric posted a 12.38% net margin and 39.33% return on equity, supporting the company’s strong operating profile. Lincoln Electric Earnings Results
• Neutral Sentiment: Management’s earnings call and analyst coverage provided additional detail on the quarter, but the supplied reports do not identify a major change to full-year guidance. Analysts currently expect approximately $10.85 in full-year EPS. Lincoln Electric Q2 2026 Earnings Call Transcript
• Negative Sentiment: The stock’s reaction was unfavorable: Shares traded below both their 50-day and 200-day moving averages, while trading volume was substantially above average. With LECO valued at roughly 25.8 times earnings, investors may have viewed the strong results as insufficient to justify the existing valuation or may have been disappointed by forward-looking commentary not captured in the headline figures.

Lincoln Electric Stock Performance

LECO stock opened at $250.22 on Friday. Lincoln Electric Holdings, Inc. has a twelve month low of $216.22 and a twelve month high of $310.00. The company has a quick ratio of 1.15, a current ratio of 1.83 and a debt-to-equity ratio of 0.76. The company has a market cap of $13.71 billion, a P/E ratio of 25.82, a price-to-earnings-growth ratio of 1.58 and a beta of 1.20. The business’s fifty day moving average is $259.87 and its 200-day moving average is $263.70.

Lincoln Electric (NASDAQ:LECO) last released its quarterly earnings data on Thursday, July 30th. The industrial products company reported $2.93 EPS for the quarter, beating analysts’ consensus estimates of $2.81 by $0.12. Lincoln Electric had a return on equity of 39.33% and a net margin of 12.38%.The business had revenue of $1.22 billion during the quarter, compared to the consensus estimate of $1.17 billion. During the same quarter in the prior year, the company posted $2.60 earnings per share. The firm’s revenue was up 12.0% on a year-over-year basis. Equities research analysts forecast that Lincoln Electric Holdings, Inc. will post 10.85 EPS for the current year.

Lincoln Electric Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th will be paid a $0.79 dividend. The ex-dividend date of this dividend is Wednesday, September 30th. This represents a $3.16 dividend on an annualized basis and a dividend yield of 1.3%. Lincoln Electric’s dividend payout ratio is 32.61%.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on LECO. Wall Street Zen lowered shares of Lincoln Electric from a “buy” rating to a “hold” rating in a report on Monday, July 20th. DA Davidson started coverage on Lincoln Electric in a report on Tuesday, June 16th. They set a “buy” rating and a $320.00 price objective on the stock. Stifel Nicolaus set a $275.00 price objective on Lincoln Electric in a research report on Friday, May 1st. Barclays lifted their target price on Lincoln Electric from $280.00 to $300.00 and gave the company an “overweight” rating in a research note on Tuesday, May 5th. Finally, Morgan Stanley boosted their target price on Lincoln Electric from $250.00 to $253.00 and gave the stock an “underweight” rating in a research report on Friday, July 17th. Five analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Lincoln Electric has an average rating of “Hold” and a consensus price target of $299.38.

Insider Buying and Selling at Lincoln Electric

In related news, EVP Michael J. Whitehead sold 845 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $274.81, for a total value of $232,214.45. Following the sale, the executive vice president directly owned 9,319 shares in the company, valued at $2,560,954.39. This trade represents a 8.31% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 1.68% of the stock is owned by corporate insiders.

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.