Lear Corporation $LEA Shares Newly Acquired by State of Wyoming

State of Wyoming purchased a new stake in Lear Corporation (NYSE:LEA) in the 3rd quarter, HoldingsChannel reports. The fund purchased 5,411 shares of the auto parts company’s stock, valued at approximately $639,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. IFP Advisors Inc raised its position in shares of Lear by 14.3% during the second quarter. IFP Advisors Inc now owns 624 shares of the auto parts company’s stock worth $84,000 after acquiring an additional 78 shares during the last quarter. Altshuler Shaham Ltd boosted its holdings in Lear by 36.5% in the first quarter. Altshuler Shaham Ltd now owns 303 shares of the auto parts company’s stock valued at $37,000 after acquiring an additional 81 shares during the last quarter. Versant Capital Management Inc increased its position in Lear by 3.8% during the 2nd quarter. Versant Capital Management Inc now owns 2,260 shares of the auto parts company’s stock valued at $303,000 after purchasing an additional 82 shares during the period. Waterfront Wealth Inc. increased its position in Lear by 0.5% during the 1st quarter. Waterfront Wealth Inc. now owns 17,404 shares of the auto parts company’s stock valued at $2,107,000 after purchasing an additional 89 shares during the period. Finally, Pinnacle Wealth Planning Services Inc. raised its holdings in Lear by 9.6% during the 3rd quarter. Pinnacle Wealth Planning Services Inc. now owns 1,247 shares of the auto parts company’s stock worth $147,000 after purchasing an additional 109 shares during the last quarter. Institutional investors and hedge funds own 97.04% of the company’s stock.

Trending Headlines about Lear

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Lear reported third-quarter adjusted EPS of $3.71, above the $3.32 consensus estimate, while revenue, core operating earnings, net income and earnings per share increased year over year despite lower vehicle production. Lear Corporation Third Quarter 2026 Results
• Positive Sentiment: Management outlined a share-repurchase program of up to $1.5 billion through 2029. The capital-return plan could support per-share earnings and signals confidence in Lear’s cash-generation capacity. Lear Buyback and Orion Automation Plans
• Positive Sentiment: Lear is scaling its Orion automation initiative, which management expects could reduce conversion costs by approximately 10% to 15%. Successful execution would improve margins and offset some industry pressure. Lear Orion Automation Initiative
• Neutral Sentiment: The earnings call highlighted a 33% increase in adjusted EPS and higher core earnings, but investors are focused on whether those gains can continue while global vehicle production and customer demand remain uneven. Lear Q3 2026 Earnings Call Highlights
• Negative Sentiment: Lear’s revenue outlook disappointed investors even though earnings beat expectations. Third-quarter revenue of $5.77 billion was slightly below the $5.81 billion consensus, and weaker sales guidance raised concerns about near-term demand and auto-production trends. Lear Shares Fall as Revenue Outlook Disappoints

Insider Transactions at Lear

In related news, Director Conrad L. Mallett, Jr. sold 1,646 shares of the stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $121.35, for a total transaction of $199,742.10. Following the transaction, the director directly owned 37 shares of the company’s stock, valued at $4,489.95. This represents a 97.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.02% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on LEA shares. Deutsche Bank Aktiengesellschaft set a $131.00 price target on shares of Lear in a research report on Monday, August 3rd. BNP Paribas Exane cut shares of Lear from an “outperform” rating to a “neutral” rating in a research report on Monday, August 3rd. Barclays lowered their target price on shares of Lear from $155.00 to $145.00 and set an “equal weight” rating for the company in a research note on Friday, October 9th. JPMorgan Chase & Co. lowered shares of Lear from an “overweight” rating to a “neutral” rating and dropped their target price for the company from $175.00 to $150.00 in a report on Tuesday, September 15th. Finally, Weiss Ratings cut shares of Lear from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, September 9th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $143.58.

Lear Price Performance

Shares of LEA opened at $118.47 on Monday. Lear Corporation has a 52-week low of $99.00 and a 52-week high of $150.33. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.92 and a current ratio of 1.18. The business’s 50 day moving average price is $122.17 and its two-hundred day moving average price is $128.37. The firm has a market cap of $5.84 billion, a PE ratio of 10.35, a price-to-earnings-growth ratio of 0.67 and a beta of 1.28.

Lear (NYSE:LEA) last announced its quarterly earnings data on Friday, October 30th. The auto parts company reported $3.71 EPS for the quarter, topping the consensus estimate of $3.32 by $0.39. The company had revenue of $5.77 billion during the quarter, compared to the consensus estimate of $5.81 billion. Lear had a net margin of 2.46% and a return on equity of 14.92%. The company’s quarterly revenue was up 1.6% on a year-over-year basis. During the same quarter last year, the firm posted $2.79 EPS. On average, equities analysts anticipate that Lear Corporation will post 14.88 EPS for the current year.

Lear declared that its Board of Directors has authorized a stock repurchase plan on Thursday, September 24th that authorizes the company to buy back $1.50 billion in outstanding shares. This buyback authorization authorizes the auto parts company to purchase up to 25.7% of its shares through open market purchases. Stock buyback plans are often a sign that the company’s board believes its stock is undervalued.

Lear Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Wednesday, September 2nd were paid a dividend of $0.77 per share. The ex-dividend date of this dividend was Wednesday, September 2nd. This represents a $3.08 annualized dividend and a yield of 2.6%. Lear’s dividend payout ratio is currently 28.70%.

Lear Profile

Lear Corporation is a global automotive technology company that designs and manufactures products used in passenger vehicles and commercial vehicles. Its operations are organized primarily around two areas: seating and e-systems. Lear supplies complete vehicle seating systems, including seats, structures, mechanisms, foam, covers and related components, as well as electrical distribution systems and other technologies that support vehicle power management and connectivity.

The company serves automotive manufacturers and their vehicle programs in major markets across North America, Europe, Asia and other regions.