JPMorgan Chase & Co. Sells 436,972 Shares of Lincoln Electric Holdings, Inc. $LECO
JPMorgan Chase & Co. significantly reduced its stake in Lincoln Electric Holdings, Inc. by selling 436,972 shares, bringing its total ownership to 2.04% of the company. Despite JPMorgan's reduced position, Lincoln Electric reported strong Q3 earnings, beating EPS estimates, and announced a quarterly dividend. Analysts maintain a "Moderate Buy" consensus for LECO, with an average price target of $302.83.
Fiera Capital Corp Sells 4,791 Shares of Lincoln Electric Holdings, Inc. $LECO
Fiera Capital Corp reduced its stake in Lincoln Electric Holdings, Inc. by 2.1% in the third quarter, selling 4,791 shares and holding 228,870 shares valued at $53.97 million. Other institutional investors like Norges Bank and Boston Partners increased their holdings significantly. The industrial products company currently has a "Moderate Buy" rating from analysts with an average target price of $302.83, and recently announced a quarterly dividend of $0.79 per share.
Lincoln Electric Execs Discuss Growth at Barclays Industrial Conference
Executives from Lincoln Electric Holdings, Inc. (LECO), Steven Hedlund (CEO) and Gabe Bruno (CFO), participated in the Barclays 43rd Annual Industrial Select Conference. They discussed the company's focus on innovation, international expansion, and operational excellence to drive growth, offering insights into the industrial and manufacturing sectors for investors. The discussion highlighted investments in automation, digitalization, and sustainability initiatives.
Lincoln Electric Holdings, Inc. (NASDAQ:LECO) Declares Quarterly Dividend of $0.79
Lincoln Electric Holdings, Inc. (NASDAQ:LECO) has declared a quarterly dividend of $0.79 per share, payable April 15th to shareholders of record on March 31st. The company has a strong dividend history, increasing it for 30 consecutive years, and analysts project its $3.16 annual dividend to be well-covered by future earnings. Institutional investors have significantly increased their stakes, collectively owning nearly 80% of the company's stock.
The Top 5 Analyst Questions From Lincoln Electric's Q4 Earnings Call
Lincoln Electric's Q4 2025 earnings saw a positive market reaction due to strong pricing and cost controls, despite volume challenges. The article highlights the top five analyst questions from the earnings call, focusing on margin improvements, automation growth, metal price volatility, project concentration, and international margin expansion. Key questions addressed future benefits of enterprise initiatives, recovery plans for automation, and strategies for maintaining stability amidst market fluctuations.
First National Bank of Omaha Buys New Shares in Lincoln Electric Holdings, Inc. $LECO
First National Bank of Omaha has acquired 7,851 shares of Lincoln Electric Holdings, Inc. (NASDAQ:LECO) during the third quarter, totaling approximately $1.85 million. This move is part of broader institutional interest, with other large investors like Norges Bank and JPMorgan Chase & Co. also increasing their stakes. Lincoln Electric recently reported strong earnings, beating EPS estimates, and declared a quarterly dividend of $0.79, maintaining a "Moderate Buy" consensus rating from analysts with an average target price of $302.83.
Lincoln Electric Board Declares Dividend
Lincoln Electric Holdings, Inc. announced its Board of Directors declared a quarterly cash dividend of $0.79 per common share. The dividend is payable on April 15, 2026, to shareholders of record as of March 31, 2026. Lincoln Electric is a global industrial machinery and technology leader providing solutions for manufacturing and infrastructure.
Assessing Lincoln Electric (LECO) Valuation After Strong Recent Share Price Momentum
Lincoln Electric Holdings (LECO) has seen significant share price momentum, with a strong 39.3% return over the past year, attracting investor attention. Despite this, the stock, currently trading at $293.68, is considered 12% overvalued compared to a fair value estimate of $262.60, based on an 8.56% discount rate and long-term forecasts. The valuation is supported by expanded opportunities in infrastructure-related markets and government initiatives, but relies on sustained demand and avoiding issues like heavy reliance on price increases or cyclical end markets.
6,745 Shares in Lincoln Electric Holdings, Inc. $LECO Purchased by Caprock Group LLC
Caprock Group LLC has acquired a new position of 6,745 shares in Lincoln Electric Holdings, Inc. (NASDAQ:LECO), valued at approximately $1.637 million. This new investment comes as Lincoln Electric reported strong Q4 EPS, beating analyst expectations, and reiterated its RISE strategy targeting over $6 billion in 2030 sales with a focus on automation and cost discipline. Analysts maintain a "Moderate Buy" consensus rating for LECO, with institutional investors owning a significant portion of the stock.
These Analysts Raise Their Forecasts On Lincoln Electric Following Q4 Results
Lincoln Electric Holdings (NASDAQ: LECO) reported mixed Q4 2025 results, with earnings beating expectations but sales missing analyst consensus. Following the earnings announcement, analysts from Keybanc and Stifel raised their price targets for LECO shares. Keybanc maintained an Overweight rating and increased its target to $340, while Stifel maintained a Hold rating and raised its target to $300.
We Expect Lincoln Electric to Deliver Mid-Single-Digit Organic Revenue Growth Through 2030
Morningstar anticipates Lincoln Electric Holdings Inc. (LECO) will achieve mid-single-digit organic revenue growth by 2030, reinforcing its position as a global leader in welding, cutting, and brazing products. The company's comprehensive welding solutions, including equipment and consumables, differentiate it from smaller competitors. This outlook is based on its business strategy and recent solid organic sales growth driven by higher pricing and resilient volumes.
Lincoln Electric Q4 2025 slides: Solid results and ambitious 2030 targets unveiled
Lincoln Electric (NASDAQ:LECO) released its Q4 and full-year 2025 results, showing solid performance with increased net sales and adjusted EPS, despite a premarket stock dip. The company unveiled an ambitious new "RISE" strategic plan targeting over $6 billion in sales and a 20% operating margin by 2030, driven by organic growth, acquisitions, and a focus on automation. Despite a positive long-term outlook and consistent shareholder returns, investors remain cautious due to near-term volume challenges and broader economic uncertainties.
Lincoln Electric Holdings Inc. Profit Drops In Q4
Lincoln Electric Holdings Inc. (LECO) reported a drop in profit for the fourth quarter, with earnings falling to $136.02 million or $2.45 per share from $140.22 million or $2.47 per share last year. Despite the profit decline, the company's revenue for the same period increased by 4.9% to $1.07 billion. Adjusted earnings per share, excluding certain items, reached $2.65.
Lincoln Electric (NASDAQ:LECO) Reaches New 1-Year High Following Strong Earnings
Lincoln Electric Holdings, Inc. (NASDAQ:LECO) reached a new 52-week high after reporting stronger-than-expected earnings, with the company's EPS topping analysts' estimates by $0.13. The industrial products company saw its revenue increase by 5.5% compared to the previous year. Analyst ratings are mixed but lean towards a "Moderate Buy," and institutional investors have significantly increased their holdings in LECO.
Lincoln Electric Reports Fourth Quarter and Full Year 2025 Results
Lincoln Electric Holdings, Inc. reported strong financial results for the fourth quarter and full year ending December 31, 2025, with increased net sales and earnings per share. The company achieved $4,233 million in net sales for the full year, a 5.6% increase from 2024, driven by organic growth and strategic acquisitions. Lincoln Electric also returned $507 million to shareholders and is focused on its RISE strategy to achieve 2030 targets.
Lincoln Electric: Q4 Earnings Snapshot
Lincoln Electric Holdings Inc. reported fourth-quarter earnings of $136 million, or $2.45 per share, exceeding Wall Street expectations with adjusted earnings of $2.65 per share. Despite surpassing profit forecasts, the company's revenue of $1.08 billion for the period slightly missed analyst estimates. For the full year, Lincoln Electric posted a profit of $520.5 million on revenue of $4.23 billion.
Lincoln Electric: Q4 Earnings Snapshot
Lincoln Electric Holdings Inc. reported fourth-quarter earnings of $136 million, or $2.45 per share, surpassing Wall Street expectations when adjusted for certain costs. The company's revenue for the quarter was $1.08 billion, which did not meet analyst forecasts. For the full year, Lincoln Electric posted profits of $560.5 million on revenue of $4.35 billion.
Lincoln Electric (NASDAQ:LECO) Misses Q4 CY2025 Sales Expectations
Lincoln Electric (NASDAQ:LECO) missed Wall Street's revenue expectations for Q4 CY2025, with sales of $1.08 billion, despite a 5.5% year-on-year increase. However, the company beat non-GAAP profit estimates, reporting $2.65 per share against an expected $2.54. The report highlighted strong long-term revenue and EPS growth, but noted slower recent organic revenue performance and a stable operating margin.
Lincoln Electric Reports Fourth Quarter and Full Year 2025 Results
Lincoln Electric Holdings, Inc. (Nasdaq: LECO) reported strong financial results for the fourth quarter and full year 2025, with record sales, adjusted EPS, and cash returns to shareholders. Fourth-quarter net sales increased 5.5% to $1,079 million, and full-year net sales rose 5.6% to $4,233 million, driven by organic growth and acquisitions. The company's CEO highlighted successful navigation of a dynamic operating environment and outlined plans for continued growth and profitability under its new RISE strategy.
Lincoln Electric: Q4 Earnings Snapshot
Lincoln Electric Holdings Inc. reported fourth-quarter earnings of $136 million, or $2.45 per share, with adjusted earnings of $2.65 per share, surpassing analyst expectations. However, the company's revenue of $1.08 billion for the period fell short of Wall Street estimates. For the full year, Lincoln Electric posted profits of $520.5 million on revenue of $4.23 billion.
Lincoln Electric Holdings Inc. Profit Drops In Q4
Lincoln Electric Holdings Inc. announced a drop in profits for the fourth quarter, with earnings coming in at $136.02 million, or $2.45 per share, compared to $140.22 million, or $2.47 per share, in the same period last year. Despite the profit decline, the company reported a 4.9% increase in revenue, reaching $1.07 billion from $1.02 billion a year ago. Adjusted earnings, excluding certain items, were $146.64 million or $2.65 per share.
Lincoln Electric earnings on deck amid welding market cyclicality By Investing.com
Lincoln Electric Holdings Inc. is set to announce its fourth-quarter results, with analysts anticipating modest sequential growth despite concerns about the company's exposure to the cyclical welding market. While the stock trades above its average analyst price target, a consensus "Buy" rating and slight increases in EPS and revenue estimates suggest cautious optimism. Investors will be keen to see if distributors have finished inventory destocking and if end-market demand is stabilizing, especially given mixed signals from the broader industrial sector.
Lincoln Electric Holdings, Inc. $LECO Shares Sold by ProShare Advisors LLC
ProShare Advisors LLC reduced its stake in Lincoln Electric Holdings, Inc. by 14.3% in Q3, selling over 26,000 shares but still holding 0.29% of the company valued at $37.03 million. Other institutional investors made minor adjustments to their positions, and Wall Street analysts currently rate the stock as a "Moderate Buy" with upward-revised price targets, despite the stock trading near its 12-month high and above the consensus target.
Lincoln Electric (LECO) Q4 Earnings: What To Expect
Lincoln Electric (LECO) is set to report its Q4 earnings on Thursday morning, with analysts expecting a 7.1% year-on-year revenue growth to $1.09 billion and adjusted earnings of $2.54 per share. The company has a strong track record of beating revenue estimates, and recent results from peers in the professional tools and equipment segment, Kennametal and Fortive, suggest a positive outlook for the industry. Investor sentiment for the sector is currently positive, with Lincoln Electric’s shares up 16.9% in the last month.
With 81% Ownership in Lincoln Electric Holdings, Inc. (NASDAQ:LECO), Institutional Investors Have a Lot Riding on the Business
Institutional investors hold a significant 81% ownership stake in Lincoln Electric Holdings, Inc. (NASDAQ:LECO), indicating that their trading decisions can heavily influence the stock price. The top 22 shareholders collectively own 50% of the company, with The Vanguard Group, Inc. being the largest at 9.7%. Despite an insider ownership of less than 1%, the company has experienced a 9.7% gain last week and a 56% return to shareholders over the past year.
Alps Advisors Inc. Sells 19,046 Shares of Lincoln Electric Holdings, Inc. $LECO
Alps Advisors Inc. decreased its stake in Lincoln Electric Holdings, Inc. by 18.2% in the third quarter, selling 19,046 shares and retaining 85,464 shares valued at $20.16 million. Despite this sale, institutional investors largely maintain significant holdings, and analysts rate LECO as a "Moderate Buy" with an average target price of $255. The stock recently traded at $298.88, near its one-year high, reflecting strong market performance.
BI Asset Management Fondsmaeglerselskab A S Takes $5.01 Million Position in Lincoln Electric Holdings, Inc. $LECO
BI Asset Management Fondsmaeglerselskab A S has reportedly acquired a new position in Lincoln Electric Holdings, Inc. (NASDAQ:LECO), purchasing 21,225 shares valued at approximately $5.01 million in the third quarter. Other institutional investors also adjusted their holdings in LECO, which currently holds a "Moderate Buy" consensus rating from analysts with a target price of $255.00, though the stock is trading above this target.
Lincoln Electric Holdings (LECO) expected to beat earnings estimates: Should you buy?
Lincoln Electric Holdings (LECO) is projected to surpass its upcoming quarterly earnings estimates. The article analyzes the company's historical performance, recent estimate revisions, and industry trends to assess if LECO is a good investment opportunity ahead of its earnings release.
Lincoln Electric to Present at the Barclays 43rd Annual Industrial Select Conference
Lincoln Electric Holdings, Inc. announced that its Chairman and CEO, Steve Hedlund, and Executive Vice President and CFO, Gabriel Bruno, will speak at the Barclays 43rd Annual Industrial Select Conference in Miami on February 17, 2026. The presentation will be webcast live and a replay will be accessible on the company's Investor Relations website. Lincoln Electric is a global leader in arc welding solutions, automated joining systems, and brazing and soldering alloys.
Analyst Optimism Around Lincoln Electric Holdings (LECO) Sparks Fresh Look At Valuation
Analyst firms like Barclays and Roth Capital have recently reiterated or upgraded their views on Lincoln Electric Holdings (LECO), generating positive sentiment and driving investor interest. Despite recent momentum and strong share price returns, the stock is considered 8.4% overvalued, with a fair value estimate of $262.60 against its current trading price of $284.66. The company's strategy of shifting its product mix towards higher-value automation and robotics is expected to support margin improvement and long-term earnings growth, though risks remain regarding volume growth and international market performance.
Lincoln Electric stock hits all-time high at 289.26 USD By Investing.com
Lincoln Electric Holdings Inc.'s stock has reached an all-time high of $289.26, marking a significant 48.84% increase over the past year due to strong investor confidence and robust performance. Despite this achievement, Stifel has reiterated a "Hold" rating on the stock with a $252.00 price target, citing concerns about the company's exposure to market cyclicality, especially in welding products compared to less cyclical industrial supplies. This indicates a cautious outlook for investors considering the stock.
Lincoln Electric stock hits all-time high at 289.26 USD
Lincoln Electric Holdings Inc.'s stock reached an all-time high of $289.26, marking a 48.84% increase over the past year. This achievement reflects strong investor confidence and the company's growth trajectory. Despite this, Stifel has maintained a Hold rating with a price target of $252.00, citing concerns about market cyclicality.
Allianz Asset Management GmbH Boosts Stock Holdings in Lincoln Electric Holdings, Inc. $LECO
Allianz Asset Management GmbH significantly increased its stake in Lincoln Electric Holdings, Inc. (LECO) by 239.5% in Q3, now owning 184,191 shares valued at approximately $43.4 million. This move is part of a broader institutional buying trend, with other major investors like Goldman Sachs and UBS also boosting their positions, contributing to high institutional ownership of 79.61%. Despite analyst ratings suggesting a "Moderate Buy" with an average target of $255.00, Lincoln Electric's stock currently trades above this target at around $284.66.
Welding leader Lincoln Electric heads to Barclays Miami industry conference
Lincoln Electric Holdings, Inc. (Nasdaq: LECO) announced that its CEO, Steve Hedlund, and CFO, Gabriel Bruno, will present at the Barclays 43rd Annual Industrial Select Conference in Miami on February 17, 2026. The presentation will be webcast and a replay will be available on the company's Investor Relations website. Lincoln Electric specializes in advanced arc welding solutions and cutting systems, operating globally with 71 manufacturing locations.
Is It Too Late To Consider Lincoln Electric (LECO) After Its Strong Multi‑Year Rally?
This article analyzes Lincoln Electric Holdings (LECO) following its significant multi-year stock rally. Using Discounted Cash Flow (DCF) and Price/Earnings (P/E) ratio analyses, the article suggests that the stock may be overvalued. It also introduces the "Narratives" approach for investors to connect their views with financial data.
Will Lincoln Electric (LECO) Beat Estimates Again in Its Next Earnings Report?
Lincoln Electric Holdings (LECO) has consistently beaten earnings estimates in its last two quarterly reports and is well-positioned to continue this trend. With a positive Zacks Earnings ESP of +0.53% and a Zacks Rank #3 (Hold), analysts are bullish on its near-term earnings potential. The company's next earnings report is anticipated on February 12, 2026.
Lincoln Electric Holdings (LECO) Expected to Beat Earnings Estimates: Should You Buy?
Lincoln Electric Holdings (LECO) is projected to surpass earnings estimates for the quarter ended December 2025, with an expected year-over-year decline in earnings but higher revenues. The company's Zacks Earnings ESP of +0.53% combined with a Zacks Rank #3 suggests a strong likelihood of beating the consensus EPS estimate. Investors are advised to consider other factors alongside these indicators when making investment decisions.
Lincoln Electric Holdings, Inc. $LECO Holdings Decreased by CM Wealth Advisors LLC
CM Wealth Advisors LLC reduced its stake in Lincoln Electric Holdings (NASDAQ:LECO) by 4.6% in the third quarter of 2025, now holding 141,958 shares valued at $33.58 million, making it their third-largest position. Despite this reduction by one firm, the stock has received a "Moderate Buy" consensus rating from analysts with an average price target of $255.00, and several firms recently raised their targets. Shares of Lincoln Electric opened at $285.99, up approximately 5.4%, trading near its one-year high with a market capitalization of $15.74 billion.
Is It Too Late To Consider Lincoln Electric (LECO) After Its Strong Multi‑Year Rally?
Lincoln Electric Holdings (LECO) has seen significant share price appreciation over recent years. However, a Discounted Cash Flow (DCF) analysis suggests the stock is currently overvalued by 71.3%, with an estimated intrinsic value of $166.82 compared to its current share price of $285.82. The company also trades at a P/E ratio higher than its industry and peer averages, further indicating potential overvaluation according to Simply Wall St's proprietary Fair Ratio.
Lincoln Electric (NASDAQ:LECO) Sets New 52-Week High - What's Next?
Lincoln Electric (NASDAQ:LECO) shares reached a new 52-week high of $272.65 during mid-day trading, closing at $271.22. Analysts have a "Moderate Buy" consensus rating with a target price of $255.00, though individual targets vary. Institutional investors have significantly increased their stakes, with 79.61% of the stock now held by institutions and hedge funds.
Principal Financial Group Inc. Decreases Stock Position in Lincoln Electric Holdings, Inc. $LECO
Principal Financial Group Inc. reduced its stake in Lincoln Electric Holdings, Inc. by 6.7% in the third quarter of 2025, selling 24,999 shares and retaining 346,613 shares valued at $81.74 million. Other institutional investors showed varied activity, with some increasing and others initiating stakes in the company. Lincoln Electric's stock was trading at $271.22, with a market cap of $14.93 billion, and analysts generally rate it as a "Moderate Buy" with an average price target of $255.00.
Analysts Are Bullish on Top Industrial Goods Stocks: Airbus Group SE (EADSF), Lincoln Electric Holdings (LECO)
Barclays analysts Milene Kerner and Adam Seiden have issued bullish ratings on Airbus Group SE (EADSF) and Lincoln Electric Holdings (LECO) within the Industrial Goods sector. Kerner maintained a Buy rating for Airbus with a EUR220.00 price target, while Seiden also maintained a Buy rating for Lincoln Electric with a $280.00 price target. The article highlights the current analyst consensus for both companies, with Airbus holding a Moderate Buy and Lincoln Electric a Hold despite the recent upgrade.
Analysts Are Bullish on Top Industrial Goods Stocks: Airbus Group SE (EADSF), Lincoln Electric Holdings (LECO)
This article highlights bullish analyst ratings for two industrial goods stocks: Airbus Group SE (EADSF) and Lincoln Electric Holdings (LECO). Barclays analyst Milene Kerner maintained a Buy rating on Airbus Group SE with a EUR220.00 target, while Adam Seiden of Barclays also maintained a Buy rating on Lincoln Electric Holdings with a $280.00 price target. The report includes insights into analyst performance and consensus ratings for both companies.
Roth MKM Maintains Lincoln Electric(LECO.US) With Buy Rating, Raises Target Price to $297
Roth MKM analyst Tom Hayes has reiterated a Buy rating on Lincoln Electric (LECO.US) and increased the target price from $285 to $297. Hayes has a 45.8% success rate and an average return of 1.8% over the past year, according to TipRanks data. This move indicates continued confidence in the company's stock performance.
Roth Capital Reiterates Buy Rating for Lincoln Electric Holdings (LECO) | LECO Stock News
Roth Capital has reiterated its "Buy" rating for Lincoln Electric Holdings (LECO) and increased its price target from $285.00 to $297.00. This update follows a series of recent analyst ratings for LECO, including some "Hold" and "Overweight" ratings from other firms, while Morgan Stanley maintained an "Underweight" rating. Despite the higher price target from Roth Capital, the average analyst target price suggests a slight downside from the current stock price, and GuruFocus' estimated GF Value also indicates a potential downside.
Lincoln Electric Holdings, Inc. $LECO Shares Sold by Bank of New York Mellon Corp
Bank of New York Mellon Corp decreased its stake in Lincoln Electric Holdings, Inc. (LECO) by 1.6% in the third quarter of 2025, selling 8,163 shares and now holding 510,942 shares valued at approximately $120.5 million. Other institutional investors also adjusted their positions in the company. Lincoln Electric reported strong financials, with a market capitalization of $14.6 billion, a P/E ratio of 28.41, and an EPS beat of $2.47 against expectations of $2.39, with revenue increasing 7.8% year-over-year.
Thrivent Financial for Lutherans Sells 13,723 Shares of Lincoln Electric Holdings, Inc. $LECO
Thrivent Financial for Lutherans recently reduced its holdings in Lincoln Electric Holdings, Inc. by selling 13,723 shares, valued at approximately $88.4 million. Despite this, other major institutional investors like Norges Bank and JPMorgan Chase & Co. significantly increased their stakes, leading to institutional ownership of about 79.61% of the company. Lincoln Electric surpassed Q3 earnings per share and revenue estimates and currently holds a "Moderate Buy" consensus rating from analysts.
Lincoln Electric Holdings, Inc. (NASDAQ:LECO) Receives Average Rating of "Moderate Buy" from Analysts
Lincoln Electric Holdings, Inc. (NASDAQ:LECO) has received an average rating of "Moderate Buy" from eight analysts, with a mean 12-month price target of $253.00. The company recently beat earnings estimates with an EPS of $2.47 and revenue of $1.06 billion, and institutional investors own approximately 79.6% of its stock. Shares are currently trading near their 1-year high at around $265.35.
Keybank National Association OH Decreases Stake in Lincoln Electric Holdings, Inc. $LECO
Keybank National Association OH reduced its stake in Lincoln Electric Holdings, Inc. by 8.8% in the third quarter of 2025, selling 57,795 shares and now owning 602,296 shares valued at approximately $142.04 million. Despite this, analysts generally maintain a "Moderate Buy" rating for Lincoln Electric with an average target price of $253. The company recently exceeded quarterly earnings and revenue estimates and has a strong return on equity.
Lincoln Electric stock hits all-time high at 265.0 USD By Investing.com
Lincoln Electric Holdings Inc. (LECO) has reached an all-time high stock price of $265.0 USD, reflecting robust performance with a 33.28% appreciation over the past year. Despite being considered slightly overvalued by InvestingPro's Fair Value assessment, the company maintains a strong dividend history and recently surpassed Q3 2025 earnings expectations. Analysts, while acknowledging potential for further growth with targets up to $300 USD, also note concerns about market cyclicality.
