Benchmark initiates Lear stock coverage with buy rating on content growth
Benchmark has initiated coverage on Lear Corp. (NYSE:LEA) with a buy rating and a $170.00 price target, aligning with InvestingPro's Fair Value assessment. The firm views Lear as an attractive investment due to its growth in vehicle content through its E-Systems division and the stable cash flow and margins from its Seating division, which has supported 16 consecutive years of dividend payments. Lear's strong financial performance is further evidenced by its recent Q4 2025 earnings, which surpassed market expectations in both EPS and revenue.
Benchmark initiates Lear stock coverage with buy rating on content growth
Benchmark has initiated coverage of Lear Corp. (NYSE:LEA) with a "buy" rating and a $170.00 price target, citing the company's growth in vehicle content and interior premiumization. The firm believes Lear's E-Systems division drives structural content growth, while the Seating division provides stable cash flows and margins, supporting its 16-year dividend history. Lear's strong financial performance, free cash flow generation, and balance sheet strength justify its premium valuation.
GenTrust LLC Purchases New Shares in Lear Corporation $LEA
GenTrust LLC initiated a new position in Lear Corporation (NYSE:LEA) during the third quarter, acquiring 9,286 shares valued at approximately $934,000. This comes as several other institutional investors also increased their stakes, leading to institutional ownership of about 97.04% in Lear. The auto parts company recently surpassed quarterly earnings and revenue estimates and declared a quarterly dividend, despite a significant share sale by its CFO.
LSV Asset Management Grows Stock Holdings in Lear Corporation $LEA
LSV Asset Management increased its holdings in Lear Corporation by 4.8% in the third quarter, bringing its total to 680,931 shares valued at approximately $68.5 million. This comes as Lear reported strong quarterly earnings, beating analyst estimates, and declared a quarterly cash dividend of $0.77 per share. Despite positive institutional activity, the company's CFO recently sold a significant portion of his stake.
Lear Declares Quarterly Cash Dividend
Lear Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend will be payable on March 25, 2026, to shareholders of record as of March 5, 2026. Lear Corporation is a global automotive technology leader in Seating and E-Systems, headquartered in Southfield, Michigan.
Auto supplier Lear to pay $0.77-a-share dividend in March
Lear Corporation (NYSE: LEA) announced a quarterly cash dividend of $0.77 per share. This dividend is payable on March 25, 2026, to shareholders of record as of March 5, 2026. Lear, a global automotive technology leader in Seating and E-Systems, views this as a routine capital return to common shareholders.
Leuthold Group LLC Acquires 30,875 Shares of Lear Corporation $LEA
Leuthold Group LLC significantly increased its stake in Lear Corporation by 1,143.1% during the third quarter, purchasing an additional 30,875 shares, bringing its total ownership to 33,576 shares valued at approximately $3.38 million. This acquisition follows Lear's strong quarterly performance, where the company surpassed analyst expectations for both EPS and revenue. Despite mixed analyst ratings, with the consensus being a "Hold," Citigroup raised its price target for Lear to $177 with a "buy" rating.
Lear (NYSE:LEA) Sets New 12-Month High - Time to Buy?
Lear Corporation (NYSE:LEA) recently hit a new 52-week high, with its stock trading as high as $141.28. The company reported strong quarterly results, beating analyst expectations with $3.41 EPS and $5.99 billion in revenue, driven by a 4.8% year-over-year revenue increase. Analyst ratings are mixed, with a consensus "Hold" and a target price of $135.10, although some firms like Citi have a "Buy" rating with a higher target.
Lear Corp. Earnings Call Highlights Margin-Focused Strategy
Lear Corp. held its Q4 earnings call, presenting a positive outlook driven by strategic progress and operational strength despite challenges like softer auto production. The company reported solid full-year results with increased EPS, robust cash generation, significant new business wins, and record operational savings, primarily achieved through cost discipline and efficiency initiatives. Looking ahead, Lear provided guidance for continued revenue growth and margin improvement, emphasizing margin resilience and consistent capital returns to shareholders.
Ford, Lear withdraw from board of embattled minority supplier council
Ford and Lear have withdrawn their representatives from the Michigan Minority Supplier Development Council (MMSDC) board, leaving no Detroit 3 automakers represented. Ford stated that its chief supply chain officer, Liz Door, stepped down due to other demands, while Lear also confirmed its departure. The MMSDC attributes these changes to normal board transitions, but the council faces challenges from a protracted legal dispute with Piston Group, the broader strain on DEI programs, and the National Minority Supplier Development Council pulling business certification responsibilities from local chapters.
TD Cowen Raises Price Target for Lear (LEA) with Hold Rating | L
TD Cowen has increased its price target for Lear Corporation (LEA) from $117.00 to $133.00, while maintaining a Hold rating on the stock. This adjustment reflects a positive outlook on Lear's market prospects. Other analysts have also recently updated their price targets, with the average target from 12 analysts being $128.45, implying a potential downside from the current price, while GuruFocus estimates a fair value of $140.64, suggesting an upside.
Citigroup Raises Lear (LEA) Price Target to $177, Maintains Buy Rating | LEA Stock News
Citigroup has increased its price target for Lear (LEA) from $146.00 to $177.00, affirming a Buy rating, which represents a 21.23% increase. This adjustment reflects Citigroup's sustained confidence in Lear's market performance. Other analysts have also recently adjusted their price targets for Lear.
What 12 Analyst Ratings Have To Say About Lear
Over the past three months, 12 analysts have provided ratings for Lear (NYSE: LEA), showing a range of opinions from bullish to neutral. The average 12-month price target for Lear has increased by 7.38% to $127.25, with a high estimate of $146.00 and a low of $107.00. The article also details Lear's financial health, highlighting its above-average market capitalization, positive revenue growth, strong net margin and ROA, sound debt management, but notes its ROE is below industry averages.
Lear Q4 Earnings Beat Expectations, Revenues Increase Y/Y
Lear Corp. (LEA) reported better-than-expected adjusted earnings of $3.41 per share for Q4 2025, surpassing the Zacks Consensus Estimate of $2.67. Revenues also increased 5% year over year to $6 billion, exceeding the estimate, largely driven by strong performance in its Seating and E-Systems segments. The company provided its 2026 guidance, projecting net sales between $23.21 billion and $24.01 billion and core operating earnings in the range of $1.03 billion to $1.2 billion.
Lear Corp. Q4 2025 Results: Profit Beats Forecasts, Revenue Guidance - News and Statistics
Lear Corp. (LEA) reported strong fourth-quarter 2025 results, with a profit of $82.7 million and adjusted earnings of $3.41 per share, significantly exceeding analyst expectations of $2.67 per share. The company also surpassed revenue forecasts, posting $5.99 billion against an expected $5.8 billion. For the full year, Lear reported $436.8 million in profit and $23.26 billion in revenue, and it provided a full-year 2026 revenue guidance ranging from $23.21 billion to $24.01 billion.
Lear Q4 Earnings Beat Expectations, Revenues Increase Y/Y
Lear Corporation reported better-than-expected adjusted earnings of $3.41 per share for Q4 2025, surpassing the Zacks Consensus Estimate of $2.67. Revenues also increased 5% year-over-year to $6 billion, exceeding expectations, driven by strong performance in both the Seating and E-Systems segments. The company also provided its 2026 guidance, projecting net sales between $23.21 billion and $24.01 billion and core operating earnings between $1.03 billion and $1.2 billion.
Lear Corporation (NYSE:LEA) Q4 2025 Earnings Call Transcript
Lear Corporation (NYSE: LEA) released its Q4 and full-year 2025 earnings, reporting a 5% increase in Q4 revenue and $23.3 billion for the full year. Despite missing EPS expectations at $1.58 versus $2.67, the company highlighted significant new business awards in Seating and E-Systems, including the largest seating conquest award in its history and strong growth with Chinese domestic automakers. Lear also emphasized its commitment to operational excellence, digital transformation, and disciplined capital allocation, projecting continued growth and margin expansion for 2026.
Lear stock jumps 11% as Q4 results, 2026 cash-flow guide put buybacks back in focus
Lear Corp shares rose 11% after its Q4 results and 2026 outlook, which projected net sales between $23.21 billion and $24.01 billion and free cash flow of $550 million to $650 million. The company also announced plans to repurchase over $300 million in shares in 2026, building on previous buyback authorization. Despite a slight decrease in production forecasts for parts manufacturers, investors focused on Lear's cost management and cash flow guidance, viewing it as a key positive indicator.
Lear in Southfield Posts $23.3B in 2025 Sales, Down 2% from 2024
Lear Corp., based in Southfield, reported sales of $23.3 billion in 2025, marking a 2% decrease from the previous year, partly due to lower production on key platforms. Despite this, the company achieved record operating performance and its fifth consecutive year of adjusted earnings per share growth, securing significant new business awards. Lear anticipates continued margin expansion in 2026 driven by automation, AI leadership, and cost savings from restructuring.
Lear stock hits 52-week high at 128.14 USD
Lear Corporation's stock reached a new 52-week high of $128.14, marking a 28% increase over the past year and reflecting investor confidence. The company also announced a quarterly cash dividend of $0.77 per share, payable on December 30, 2025, to shareholders of record as of December 10, 2025. This move highlights Lear's commitment to returning value to its shareholders.
LEAR CORP (NYSE:LEA) Beats Q4 2025 Earnings and Revenue Estimates
LEAR CORP (NYSE:LEA) reported strong fourth-quarter and full-year 2025 financial results, surpassing Wall Street expectations for both earnings and revenue. The company's Q4 2025 revenue reached $5.99 billion against an estimate of $5.85 billion, and non-GAAP EPS was $3.41 compared to an estimated $2.83, leading to a positive pre-market reaction from investors. While the article notes that Lear Corp provided its 2026 financial outlook, specific guidance figures were not detailed in the summary provided.
Lear Corporation Reports Fourth Quarter and Full Year 2025 Results
Lear Corporation (LEA) announced its financial results for the fourth quarter and full year 2025, showing increased revenue in Q4 2025 but a slight decrease in net income for both periods. The company highlighted strong business awards, operational improvements, and strategic initiatives like share repurchases and an acquisition. Lear provided a positive financial outlook for 2026, projecting higher net sales and core operating earnings.
Lear 2025 earnings: record tech awards & seating conquest
Lear (NYSE:LEA) reported strong performance in 2025, with fourth-quarter revenue reaching $6 billion and full-year adjusted EPS hitting $12.80. The company achieved a record $1.4 billion in E-Systems awards and secured its largest "conquest" award in seating history, demonstrating successful market share expansion and technological advancements despite a flat global production environment. Lear's strategic focus on electronics and seating, along with its "IDEA by Lear" initiative, contributed to its fifth consecutive year of adjusted earnings growth.
Lear sues to block former finance exec from working at competing auto supplier
Lear Corp. has filed a lawsuit against its former executive, Christian Alejandro Carreon, and Forvia, alleging Carreon violated a one-year noncompete clause. Carreon became Forvia's North America CFO just months after leaving Lear, prompting the suit.
Lear sues to block former finance exec from working at competing auto supplier
Lear Corp. has filed a lawsuit against its former finance executive, Christian Alejandro Carreon, and his new employer, Forvia. Lear alleges that Carreon violated a one-year noncompete clause by becoming Forvia's North America CFO just months after leaving Lear. The suit seeks to prevent Carreon from working for the competing auto supplier.
Arjuna Capital Invests $4.06 Million in Lear Corporation $LEA
Arjuna Capital has invested $4.06 million in Lear Corporation, acquiring 40,388 shares which represents about 0.08% of Lear and makes it Arjuna's 21st largest holding. Institutional ownership of Lear is high at 97.04%, with several major firms recently adding to or initiating positions. Despite a recent insider stock sale by the CFO and a "Hold" consensus rating from analysts, Lear pays a quarterly dividend of $0.77.
Capital Management Corp VA Takes $2.30 Million Position in Lear Corporation $LEA
Capital Management Corp VA has acquired a new stake of 22,814 shares in Lear Corporation (NYSE:LEA), valued at approximately $2.30 million. This comes as other institutional investors, including Mitsubishi UFJ Trust & Banking Corp, also increased their holdings in Lear, bringing institutional ownership to about 97.04%. Lear recently surpassed quarterly earnings estimates and maintains a quarterly dividend of $0.77, though analysts generally rate the stock as a "Hold" with a target price of $126.20.
Greenhaven Associates Inc. Has $180.68 Million Stock Position in Lear Corporation $LEA
Greenhaven Associates Inc. reduced its stake in Lear Corporation by 2.5% in the third quarter, now holding 1,795,824 shares valued at $180.68 million. The article also notes an insider sale by Lear CFO Jason M. Cardew and discusses mixed analyst sentiment, with a consensus "Hold" rating and a target price of $126.20 for Lear stock. Lear reported strong Q3 earnings, exceeding analyst estimates, and pays an annual dividend of $3.08.
Auto Sector Q4 Earnings: 4 Stocks With Surprise Potential
The Q4 earnings season for the Auto-Tires-Trucks sector is underway, with the U.S. auto industry facing challenges like slowing vehicle sales, tariffs, and inflation. Despite an expected decline in sector earnings, several companies, including Ford, QuantumScape, Lear, and BorgWarner, are identified as potential outperformers due to strong demand for specific vehicle types, strategic partnerships, and robust order wins. These companies have positive Earnings ESP and favorable Zacks Ranks, increasing their odds of beating earnings estimates.
Mitsubishi UFJ Trust & Banking Corp Boosts Stock Position in Lear Corporation $LEA
Mitsubishi UFJ Trust & Banking Corp increased its stake in Lear Corporation by 124.6% in Q3, now owning 54,741 shares valued at $5.51 million. This comes as Lear secured a significant GM seat contract and plans to open an automated seat plant, which are expected to improve revenue and margins. Despite a recent insider stock sale by CFO Jason M. Cardew, analysts anticipate Lear to beat Q4 earnings estimates, reinforcing a "Hold" consensus rating with a target price of $126.20.
Lear Corp: Auto Supplier Rides a Cautious Rebound as Wall Street Reprices the Cycle
Lear Corp's stock has shown a cautious rebound, defying broader auto-sector concerns and signaling that investors are pricing in a steadier, more profitable cycle. Despite challenges like EV fatigue and plateauing auto demand, analysts are nudging up targets, with the company’s focus on content per vehicle and cost discipline making it an attractive contender. Recent quarterly results boosted investor confidence, showing improved revenues and free cash flow, alongside strategic growth in advanced electronics through its E Systems business.
Lear (LEA) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Lear Corporation (LEA) is anticipated to surpass its earnings estimates for the quarter ending December 2025, driven by a higher Most Accurate Estimate compared to the Zacks Consensus Estimate and a Zacks Rank of #3. The company is projected to report quarterly earnings of $2.67 per share on $5.8 billion in revenues, despite a year-over-year decline in EPS. This positive outlook is supported by a strong Earnings ESP of +1.75% and a consistent history of beating EPS estimates in the past four quarters.
Lear Corp: Auto Supplier Rides a Cautious Rebound as Wall Street Reprices the Cycle
Lear Corp's stock has shown a cautious rebound, defying broader automotive sector concerns and hinting at a more profitable future for the auto supplier. Analysts are increasingly optimistic, raising price targets based on the company's ability to drive content per vehicle growth and strong operational execution. The company's recent quarterly results, which surpassed revenue expectations and demonstrated improved segment margins, have underpinned this growing investor confidence.
Lear (LEA) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Lear (LEA) is anticipated to surpass its Q4 2025 earnings estimates, despite an expected year-over-year decline in EPS but a rise in revenues. The company's Zacks Earnings ESP of +1.75% combined with a Zacks Rank #3 (Hold) strongly indicates a likely earnings beat. Historically, Lear has consistently exceeded EPS
GM supplier unseats rival in major deal at Michigan truck plant
Lear Corporation has secured a major contract to supply seating for a General Motors truck plant in Michigan, outbidding rival Magna. The new Lear seating plant is expected to commence operations in conjunction with GM's Orion Assembly in suburban Detroit. This deal highlights a significant competitive win for Lear in the automotive supplier market.
ARGA Investment Management LP Has $50.20 Million Stock Position in Lear Corporation $LEA
ARGA Investment Management LP reduced its stake in Lear Corporation (NYSE:LEA) by 17.4% in the third quarter, now holding 498,922 shares valued at $50.20 million. Institutional investors collectively own 97.04% of Lear's stock, with several other funds increasing their positions. Lear recently beat quarterly earnings expectations and pays a $0.77 quarterly dividend, while analysts maintain a "Hold" rating with an average price target of $126.20.
Lear (NYSE:LEA) Upgraded to "Strong-Buy" at Wall Street Zen
Wall Street Zen upgraded Lear (NYSE:LEA) to a "strong-buy" rating, although MarketBeat's consensus remains "Hold" with an average target price of $126.20. The company reported strong Q3 earnings, with EPS of $2.79 topping estimates and revenue up 1.7% year-over-year. Despite a recent insider stock sale by CFO Jason Cardew, institutional investors hold a significant majority of the company's shares.
Barclays Maintains Lear (LEA) with Raised Price Target to $127
Barclays has maintained its "Equal-Weight" rating on Lear Corporation (LEA) and increased its price target from $125.00 to $127.00. This adjustment reflects a slightly more positive valuation forecast for the company. Overall, analysts show an "Outperform" status for Lear, with an average target price of $125.62 and a GuruFocus estimated fair value of $140.34.
Vest Financial LLC Has $2.61 Million Stake in Lear Corporation $LEA
Vest Financial LLC significantly increased its stake in Lear Corporation (NYSE:LEA) by 134.9% during the third quarter, bringing its total holdings to 25,951 shares valued at $2.61 million. This move is part of a broader trend of increased institutional ownership, with major entities like Schroder and American Century also boosting their positions, resulting in institutional investors owning approximately 97.04% of the stock. Lear Corporation reported strong Q3 earnings, surpassing analyst estimates for both EPS and revenue, and maintains a "Hold" consensus rating from MarketBeat analysts with a target price of $126.20.
Why Lear (LEA) Could Beat Earnings Estimates Again
Lear (LEA), a company in the Zacks Automotive - Original Equipment industry, shows strong potential to beat its upcoming earnings estimates. With a history of exceeding expectations in its last two reports and a positive Zacks Earnings ESP of +2.54%, combined with a Zacks Rank #3 (Hold), the stock is positioned for another potential beat. The company is set to release its next earnings report on February 4, 2026.
Campbell & CO Investment Adviser LLC Acquires 23,498 Shares of Lear Corporation $LEA
Campbell & CO Investment Adviser LLC has significantly increased its stake in Lear Corporation, acquiring an additional 23,498 shares, bringing their total to 41,777 shares valued at $4.20 million. This move is part of a broader trend of institutional investors boosting their holdings in Lear, with institutions now owning 97.04% of the company. Analysts generally rate Lear as a "Hold" with a consensus price target of $126.00, and the company recently reported an EPS beat and pays a quarterly dividend.
Lear Corporation (NYSE:LEA) Receives Average Recommendation of "Hold" from Brokerages
Lear Corporation (NYSE:LEA) has received an average "Hold" recommendation from twelve brokerages, with ten analysts rating it as "hold" and two as "buy," and a consensus 12-month price target of $124.30. Recent analyst price target adjustments include increases by Barclays and Evercore ISI, and a decrease by Morgan Stanley. The company's CFO recently sold 5,000 shares, reducing his holdings, and Lear is scheduled to release its Q4 and full-year 2025 earnings on February 4, 2026.
Feb. 4 webcast call will detail Lear's full-year 2025 financial results
Lear Corporation (NYSE: LEA) will host a conference call on February 4, 2026, at 9:00 a.m. EST to discuss its fourth quarter and full-year 2025 financial results. Participants can join the webcast via the company's Investor Relations site or by phone, with a replay available afterward. The slide presentation will be posted on Lear's website before the call.
UBS Increases Price Target on Lear (LEA) Amidst Neutral Rating
UBS analyst Joseph Spak has maintained a Neutral rating for Lear (LEA) while increasing the price target from $110.00 to $135.00, reflecting a 22.73% raise. This adjustment comes amidst varied analyst activities, with other firms like Wells Fargo and Citigroup also adjusting their price targets for the automotive seating and electrical systems company. Despite the Neutral rating from UBS, the average brokerage recommendation for Lear Corp from 15 firms indicates an "Outperform" status.
Lear Corporation $LEA Shares Acquired by RWC Asset Management LLP
RWC Asset Management LLP increased its stake in Lear Corporation by 3.8% in Q3, buying 20,900 additional shares to reach a total of 570,048 shares, making LEA its fourth-largest position. Analysts are divided on Lear, with a consensus "Hold" rating and an average target price of $121.40. The company recently reported Q3 earnings that surpassed estimates with EPS of $2.79 and revenue of $5.68 billion, and it pays a quarterly dividend of $0.77 per share.
Lear Announces Date for Fourth Quarter and Full Year 2025 Earnings Conference Call
Lear Corporation (NYSE: LEA) will host a conference call on February 4, 2026, at 9:00 a.m. EST to discuss its financial results for the fourth quarter and full year 2025. Investors can participate via a toll-free number or an international number, using conference code 0809356, or listen to a live audio webcast on Lear's Investor Relations website. A replay of the webcast will be available two hours after the call, and the slide presentation will be posted on Lear's website before the call.
Lear Announces Date for Fourth Quarter and Full Year 2025 Earnings Conference Call
Lear Corporation (LEA) has scheduled a conference call to discuss its fourth quarter and full year 2025 financial results on February 4, 2026, at 9:00 a.m. EST. Interested parties can participate via a webcast link or by calling the provided toll-free or international numbers. The related slide presentation will be available on Lear's investor relations website before the call.
Lear Announces Date for Fourth Quarter and Full Year 2025 Earnings Conference Call
Lear Corporation (LEA) is scheduled to hold a conference call on February 4, 2026, at 9:00 a.m. EST to discuss its fourth-quarter and full-year 2025 financial results. Investors can participate via webcast or by phone, with replay available shortly after the call. Supporting slide presentations will be posted on Lear's Investor Relations website before the event.
Lear Announces Date for Fourth Quarter and Full Year 2025 Earnings Conference Call
Lear Corporation (LEA) has scheduled a conference call for February 4, 2026, at 9:00 a.m. EST to discuss its fourth quarter and full year 2025 financial results. Investors can access the call via a webcast link or by dialing in, with replay availability two hours after the live event. The presentation slides will be posted on Lear's investor relations website prior to the call.
Wells Fargo Raises Lear (LEA) Price Target to $123 | LEA Stock N
Wells Fargo has increased its price target for Lear Corporation (LEA) from $107.00 to $123.00, while maintaining an 'Equal-Weight' rating. This adjustment reflects a 14.95% increase in the price target for the auto parts company. Lear Corp designs, develops, and manufactures automotive seating and electrical systems, with the seating segment generating the majority of its revenue.
