Zacks Industry Outlook Highlights Kubota, AGCO, Alamo, Lindsay, Deere and CNH
The Zacks Manufacturing - Farm Equipment industry faces near-term challenges due to projected lower farm income in 2026. However, long-term prospects are positive, driven by rising global food demand and advancements in agricultural technology and automation. Companies like Kubota, AGCO, Alamo, and Lindsay are well-positioned to capitalize on these trends through product innovation and strategic investments, despite the industry's current low ranking.
Medium Fields (5-25 Hectares) dominated the Sprinkler Irrigation Market with 42.7% share
The global sprinkler irrigation market is projected to reach USD 3.9 billion by 2034, growing at a CAGR of 2.7% from 2025. In 2024, Medium Fields (5-25 Hectares) dominated the market with a 42.7% share, and Asia Pacific held the largest regional share at 42.6%. Key players include Lindsay Corporation, Jain Irrigation Systems Ltd., and Valmont Industries, continually innovating to meet rising agricultural water demand and promote precision irrigation.
Nuance Investments Rebuilds Lindsay Stake As Valuation Nears Analyst Targets
Nuance Investments has significantly increased its stake in Lindsay (NYSE:LNN) by adding 133,190 shares, reversing a previous trend of reducing its holdings. This comes as Lindsay's stock trades near analyst price targets and estimated fair value. The move suggests renewed institutional interest in Lindsay, despite its mixed share performance in recent years.
Nuance Investments Reverses Course, Buys $16 Million of Lindsay Stock
Nuance Investments, LLC significantly increased its holdings in Lindsay Corporation by purchasing 133,190 shares, valued at $16.03 million, during Q4 2025. This move reversed a trend of eight consecutive quarters of selling Lindsay stock, suggesting the firm bought on a dip after the stock fell over 25% in the same quarter. Lindsay Corporation, a provider of irrigation and infrastructure solutions, is considered an "undisruptable" asset-heavy company, benefiting from a market shift away from asset-light niches.
Nuance Investments Reverses Course, Buys $16 Million of Lindsay Stock
Nuance Investments, LLC significantly increased its stake in Lindsay Corporation (NYSE:LNN) by purchasing 133,190 shares for an estimated $16.03 million in Q4 2025, after previously selling off the stock for eight consecutive quarters. This move boosted Lindsay's position to 2.32% of Nuance's reportable assets, possibly capitalizing on a dip in Lindsay's stock price. The article suggests this investment might reflect a market shift towards asset-heavy "undisruptable" companies, which Lindsay, with its irrigation and infrastructure focus, epitomizes.
Lindsay Corporation Shareholders: Key Dividend Date Approaches
Lindsay Corporation investors need to act before February 13, 2026, to be eligible for the upcoming $0.37 per share quarterly dividend, payable on February 27, 2026. The company reported mixed Q1 fiscal 2026 results with growth in infrastructure offsetting declines in North American irrigation systems. Institutional investor Pier Capital has fully exited its position, making the ex-dividend date a key focus before attention shifts back to agricultural demand recovery.
Ex-Dividend Reminder: Lindsay, MSCI and AGCO
Lindsay Corp (LNN), MSCI Inc (MSCI), and AGCO Corp. (AGCO) will trade ex-dividend on February 13, 2026, for their upcoming quarterly dividends. Lindsay will pay $0.37, MSCI $2.05, and AGCO $0.29. Investors should anticipate a slight dip in share prices for each company corresponding to the dividend amount on the ex-dividend date.
How Lindsay Corporation (LNN) Affects Rotational Strategy Timing
This article analyzes Lindsay Corporation (LNN) stock, highlighting its impact on rotational strategy timing. It presents key findings, including strong near and mid-term sentiment, details exceptional short setup opportunities, and outlines institutional trading strategies based on AI models. The analysis provides specific entry/exit zones, targets, and stop losses for various time horizons and risk profiles.
1 Safe-and-Steady Stock for Long-Term Investors and 2 We Ignore
This article recommends one safe-and-steady stock, EXL (EXLS), for long-term investors due to its strong revenue growth, share repurchases, and market-beating returns on capital. Conversely, it advises investors to avoid Lindsay (LNN) and First American Financial (FAF) due to concerns about stagnant sales, waning returns, and slow growth. The piece highlights EXL's positive financial performance and strategic advantages, while identifying red flags for LNN and FAF based on their recent performance and market challenges.
Estimating The Fair Value Of Lindsay Corporation (NYSE:LNN)
This article estimates the fair value of Lindsay Corporation (NYSE:LNN) to be US$144 using a 2-stage Discounted Cash Flow (DCF) model. The current share price of US$132 suggests the company is potentially trading close to its fair value, with a slight discount. The analysis highlights key assumptions in the DCF model, such as the discount rate and cash flow forecasts, and offers a brief SWOT analysis of Lindsay Corporation.
Estimating The Fair Value Of Lindsay Corporation (NYSE:LNN)
This article estimates the intrinsic value of Lindsay Corporation (NYSE:LNN) using a two-stage Discounted Cash Flow (DCF) model. It concludes that Lindsay's fair value is approximately US$144, suggesting the stock is currently trading at similar levels to its estimated fair value. The analysis emphasizes that while the DCF model provides a useful estimate, it should not be the sole basis for investment decisions and highlights other factors for potential investors to consider.
Is Lindsay Corporation's (NYSE:LNN) Latest Stock Performance A Reflection Of Its Financial Health?
Lindsay Corporation (NYSE:LNN) has seen a 12% stock increase over the last three months, prompting an examination of its financial health. The company's Return on Equity (ROE) stands at a decent 14%, which is favorable compared to the industry average of 11%. While Lindsay reinvests a significant portion of its profits with a 21% payout ratio, its net income growth of 11% over five years is slightly lower than the industry's 16% average, and future earnings growth is expected to slow down.
(LNN) and the Role of Price-Sensitive Allocations
This article provides an AI-driven analysis of Lindsay Corporation (LNN) stock, highlighting a weak near-term sentiment but a strong risk-reward setup for a potential 9.5% gain. It outlines three institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and support/resistance levels. The piece emphasizes the platform's ability to deliver real-time entry and exit signals, personalized alerts, and risk management tools to subscribers.
United States Irrigation Automation Market to hit US$ 4.03 Billion by 2031| North America leads with 30% share | Top Companies - The Toro Company, Netafim, Lindsay Corporation
The global irrigation automation market, valued at US$ 3.8 billion in 2022, is projected to reach US$ 13.44 billion by 2031, with a CAGR of 17.1%. This growth is driven by increasing water scarcity and the adoption of precision agriculture. North America holds the largest market share at 30%, followed by Asia Pacific at 35%, and key players include The Toro Company, Netafim, and Lindsay Corporation.
Lindsay’s Q1 2026 Results: A Tale of Two Divisions
Lindsay Corporation's Q1 2026 results show a mixed performance, with its Infrastructure division experiencing strong growth due to sustained demand and government spending, while the larger Irrigation segment faced challenges from low commodity prices and high interest rates. Despite a revenue decline and slightly lower EPS, the company secured a major $80 million project in the Middle East and continues share repurchases, maintaining operational discipline in its irrigation business. The near-term outlook for the North American agricultural market remains cautious, pending improvements in trade certainty and commodity prices.
Irrigation Automation Industry Research Report 2026 -
The Global Irrigation Automation Market is projected to grow from USD 4.38 Billion in 2025 to USD 9.67 Billion by 2031, with a CAGR of 14.11%. This growth is driven by the need for water conservation, labor shortage solutions, and the integration of AI-driven and IoT smart irrigation technologies. Key challenges include high initial capital investment and ongoing maintenance costs, particularly for smallholder farmers.
Lindsay Names New CAO As Investors Weigh Governance And Return Signals
Lindsay Corporation (NYSE:LNN) has appointed Brett R. Coburn as Chief Accounting Officer, a move that investors will likely watch for its impact on governance and financial oversight. Coburn, with his CPA background and internal promotion, is seen as maintaining continuity in financial reporting. Investors are encouraged to monitor reporting consistency and capital allocation decisions following this leadership change, especially given the company's mixed stock performance in recent years.
Lindsay Names New CAO As Investors Weigh Governance And Return Signals
Lindsay Corporation (NYSE:LNN) has appointed Brett R. Coburn as Chief Accounting Officer, a move investors will watch for its impact on governance and financial oversight. The company has experienced mixed share performance, with recent returns showing declines over the past three and five years. Coburn's internal promotion and CPA background are seen as positive for consistent financial reporting and controls, though investors will monitor future capital allocation decisions and any changes in reporting.
Lindsay Names New CAO As Investors Weigh Governance And Return Signals
Lindsay Corporation (NYSE:LNN) has appointed Brett R. Coburn as Chief Accounting Officer, a move investors will be watching for its impact on governance and financial oversight. Coburn's internal promotion and CPA background are seen as positive signals for consistent financial reporting and controls, despite the company's mixed stock performance. Investors will monitor any shifts in reporting quality, transparency, or capital allocation decisions under the new leadership.
Crane maker Manitowoc taps Schneider, Lindsay CEOs to its board
The Manitowoc Company, Inc. (NYSE: MTW) has appointed Mark B. Rourke, CEO of Schneider National, and Randy A. Wood, CEO of Lindsay Corporation, to its board of directors. Both new directors bring extensive experience in leadership and operational expertise to Manitowoc. Their appointments are expected to enhance strategic decision-making and contribute to the achievement of Manitowoc's long-term growth objectives.
Responsive Playbooks and the LNN Inflection
This article analyzes Lindsay Corporation (NYSE: LNN) using AI models to generate trading strategies and signals. It notes a neutral near-term sentiment with a mid-channel oscillation pattern, identifying a significant short setup. The piece provides specific entry, target, and stop-loss levels for position, momentum breakout, and risk hedging strategies across multiple timeframes.
Lindsay Corp: Steady Drip Or Hidden Spring? What The Latest Moves In LNN Really Signal
Lindsay Corp's stock (LNN) has been trading sideways, reflecting investor caution despite its role in critical infrastructure. The article examines recent price action, analyst sentiment, and the company's long-term prospects in irrigation and road safety, noting that future performance hinges on upcoming earnings and macro trends. It suggests that the stock is in a "wait and see" consolidation phase, neither alarming investors with major losses nor exciting them with significant gains.
US renewables company Green Plains taps Lindsay Corporation for next legal head
Green Plains, a US renewables company, has appointed Ryan Loneman as its new general counsel, effective January 26. Loneman joins from Lindsay Corporation and will replace Michelle Mapes, who departed in December after 16 years. He will be responsible for corporate governance, strategic transactions, and regulatory matters for the biorefining company.
Can Lindsay’s Dividend, Cost Discipline and New CAO Appointment Reframe Its Capital Allocation Story (LNN)?
Lindsay Corporation recently reported Q1 2026 results with stable sales and net income, along with a declared dividend and the appointment of a new Chief Accounting Officer. This indicates management's focus on financial discipline and continuity amidst softer demand, with pricing and cost control helping maintain profitability. The company faces ongoing challenges from subdued North American irrigation demand but aims for revenue and earnings growth by 2028, leading to a fair value projection of $131.00 per share.
Can Lindsay’s Dividend, Cost Discipline and New CAO Appointment Reframe Its Capital Allocation Story (LNN)?
Lindsay Corporation (LNN) recently reported first-quarter 2026 results, showing stable sales and net income, along with a declared dividend and the appointment of a new Chief Accounting Officer. This highlights management's focus on financial discipline and continuity amidst a softer demand environment. The company's ability to maintain profitability through pricing and cost control is central to its investment narrative, especially as it navigates weaker North American irrigation demand and relies on future infrastructure projects.
Lindsay Corporation Reports $155.8M Q1 2026 Revenue, Secures $80M Project in MENA Region
Lindsay Corporation reported Q1 2026 revenues of $155.8 million, a 6% year-over-year decline largely due to lower irrigation sales, despite a 17% increase in its infrastructure segment. The company also secured an $80 million irrigation project in the MENA region and announced a new $150 million share buyback program. Analyst forecasts for LNN stock over the next 12 months project a fall, with an average price target of $122.00, though analysts like Stifel's Nathan Jones have recently raised price targets.
The 5 Most Interesting Analyst Questions From Lindsay's Q4 Earnings Call
Lindsay Corporation's Q4 earnings call revealed a positive market response despite a decline in sales, attributed to disciplined pricing and cost management. CEO Randy Wood addressed analyst questions regarding the irrigation market outlook, international project pipeline, and the impact of plant upgrades, indicating a "bouncing along the bottom" scenario for North American irrigation and consistent margins for international projects. Key catalysts for upcoming quarters include revenue recognition from the $80 million MENA project, stabilization of North American irrigation demand, and sustained infrastructure segment momentum.
Lindsay Corporation $LNN Shares Purchased by SG Americas Securities LLC
SG Americas Securities LLC significantly increased its stake in Lindsay Corporation (NYSE: LNN) by 505.3% in the third quarter, now holding 16,518 shares valued at approximately $2.32 million. Institutional investors collectively own nearly 90% of the company. Lindsay reported EPS of $1.54, exceeding estimates, but revenue declined by 6.3% year-over-year and missed expectations; the company also declared a quarterly dividend of $0.37.
Lindsay Appoints New Chief Accounting Officer, Reports Strong Vote
Lindsay Corporation (LNN) announced the appointment of Brett R. Coburn as Vice President and Chief Accounting Officer, formalizing his rise within the company's finance department. Concurrently, shareholders at the fiscal 2026 annual meeting demonstrated strong support for leadership, governance, and executive compensation with an 88% turnout, re-electing directors and ratifying KPMG as independent auditor. An analyst rating indicates a Hold for LNN stock with a $139.00 price target, while TipRanks' AI Analyst, Spark, rates it Neutral due to a strong balance sheet and profitability balanced against uneven top-line trends.
Lindsay Q1 Earnings Beat Estimates, Revenues Decrease 6% Y/Y
Lindsay Corporation (LNN) reported stronger-than-expected earnings of $1.54 per share for Q1 fiscal 2026, surpassing the Zacks Consensus Estimate of $1.46, although revenues decreased by 6% year-over-year to $156 million. The company's Irrigation segment saw a revenue dip, while the Infrastructure segment showed growth. Lindsay maintains a Zacks Rank #2 (Buy) and anticipates challenging demand for North American irrigation equipment but expects growth in Brazil.
Lindsay Q1 Earnings Beat Estimates, Revenues Decrease 6% Y/Y
Lindsay Corporation (LNN) reported Q1 fiscal 2026 earnings per share of $1.54, exceeding estimates, despite revenues decreasing by 6% year-over-year to $156 million, missing consensus. The company saw a decline in its Irrigation segment revenues but an increase in Infrastructure segment revenues. Lindsay maintains a Zacks Rank #2 (Buy) and expects North American irrigation demand to remain challenging, though growth in Brazil is anticipated.
Lindsay Corporation declares quarterly dividend of $0.37 per share By Investing.com
Lindsay Corporation announced a quarterly cash dividend of $0.37 per share, increasing it by 2.78% from the previous year. This dividend, payable on February 27, 2026, marks the company's 30th consecutive year of dividend payments, with 23 straight years of increases. The announcement follows the company's Q1 2026 earnings report, where EPS beat expectations but revenue fell short, leading to a slight pre-market stock decline.
Irrigation equipment maker Lindsay to pay $0.37 per share dividend
Lindsay Corporation (NYSE: LNN), a global manufacturer of irrigation and infrastructure equipment, announced a quarterly cash dividend of $0.37 per share. This dividend is payable on February 27, 2026, to shareholders of record as of February 13, 2026. The company had approximately 10.5 million shares outstanding as of January 5, 2026.
Lindsay Corporation (NYSE:LNN) Declares Quarterly Dividend of $0.37
Lindsay Corporation (NYSE:LNN) has declared a quarterly dividend of $0.37 per share, payable on February 27th to shareholders of record by February 13th, representing an annualized dividend of $1.48 and a 1.2% yield. The company has a strong dividend history, increasing it for 22 consecutive years, and analysts expect its future earnings to sufficiently cover the dividend. Shares traded down slightly after the announcement, with the company reporting quarterly EPS of $1.54, beating estimates, despite revenue missing expectations at $155.8 million, a 6.3% decline year-over-year.
LNN Q4 Deep Dive: International Projects and Infrastructure Offset Irrigation Headwinds
Lindsay (NYSE: LNN) reported Q4 CY2025 results, missing revenue estimates but beating profit forecasts due to strong non-GAAP EPS and adjusted EBITDA. The company navigated a decline in North American irrigation sales through growth in its infrastructure segment and efficient operational management, with future focus on international projects in the MENA region. Despite ongoing challenges in the domestic agricultural sector, Lindsay anticipates resilience through operational improvements and strategic investments in plant upgrades and digital technologies.
Lindsay Corp (NYSE:LNN) Misses Revenue Expectations
Lindsay Corp (NYSE:LNN) reported first-quarter fiscal 2026 earnings that slightly beat analyst estimates, but its revenue of $155.8 million missed expectations of $172.42 million. The company's irrigation segment saw a 9% revenue decrease, while the infrastructure segment's revenue increased by 17%. Lindsay secured an $80 million irrigation project in the MENA region post-quarter and maintained its operating margin despite the revenue decline.
Lindsay Corporation (NYSE:LNN) Q1 2026 Earnings Call Transcript
Lindsay Corporation (NYSE:LNN) reported its Q1 2026 earnings, with President and CEO Randy Wood highlighting solid profitability despite external headwinds like trade uncertainty and low commodity prices impacting their irrigation business. The company secured an $80 million supply agreement for Zimmatic irrigation systems and FieldNET technology in the MENA region, with most revenue expected this fiscal year. The infrastructure segment performed well, driven by increased road construction activity, and the company maintains a robust balance sheet, including a new $150 million share repurchase program.
How Lindsay’s Softer Q1 2026 Results At Lindsay (LNN) Have Changed Its Investment Story
Lindsay Corporation (LNN) reported softer-than-expected Q1 2026 results, with slight year-over-year declines in sales to US$155.82 million and net income to US$16.52 million. This performance prompted re-evaluation of the durability of its growth drivers, particularly concerning irrigation demand and the timing of large road safety projects. Despite this, the company's long-term forecast projects revenue and earnings growth by 2028, with Simply Wall St estimating a fair value of $131.00 per share.
Lindsay shares edge lower as weaker sales offset modest earnings beat
Lindsay Corporation (LNN) shares dropped after reporting weaker-than-expected sales in its fiscal first quarter, despite a slight earnings beat. The decline was attributed to lower irrigation equipment sales and reduced infrastructure product volumes, signaling challenges in its key markets.
Lindsay stock price target raised to $128 from $122 at Stifel
Stifel has increased its price target for Lindsay Corporation (NYSE:LNN) to $128 from $122, maintaining a Hold rating. This adjustment follows a "solid quarter with strong execution" for Lindsay, despite ongoing market weaknesses and macroeconomic challenges affecting its developed market irrigation business. The company also recently reported a slight EPS beat in Q1 2026, though revenue fell short of expectations, and declared a quarterly cash dividend of $0.37 per share.
Lindsay Corporation declares quarterly dividend of $0.37 per share
Lindsay Corporation announced a quarterly cash dividend of $0.37 per share, payable on February 27, 2026, to shareholders of record on February 13, 2026. This dividend represents a 2.78% increase from the previous year and marks the company's 30th consecutive year of dividend payments and 23rd consecutive year of increases. The announcement follows the company's Q1 2026 earnings report, where EPS surpassed forecasts but revenue fell short, leading to a slight pre-market stock decline.
Lindsay Corporation Announces Quarterly Cash Dividend
Lindsay Corporation (NYSE: LNN) has announced that its Board of Directors declared a regular quarterly cash dividend of $0.37 per share. This dividend is payable on February 27, 2026, to shareholders of record as of the close of business on February 13, 2026. The company, a global leader in irrigation and infrastructure equipment, had approximately 10.5 million shares outstanding as of January 5, 2026.
Lindsay signals $80M MENA irrigation project and steady margin focus amid challenging ag market
This article mentions that Lindsay Corporation is embarking on an $80 million irrigation project in the Middle East and North Africa (MENA) region. The company is focusing on maintaining steady margins despite a challenging agricultural market. The brief provided does not offer more details.
Earnings call transcript: Lindsay Q1 2026 EPS Beats, Revenue Misses Expectations
Lindsay Corporation reported mixed Q1 2026 results, with EPS of $1.54 beating expectations but revenue missing forecasts at $155.8 million, leading to a pre-market stock decline. The company faced challenges in the North American irrigation market due to low commodity prices and high input costs but saw significant growth in its infrastructure segment and promising opportunities in international markets like MENA, including a new $80 million supply agreement for Zimmatic irrigation systems. Executives anticipate continued softness in North American irrigation but are optimistic about long-term growth from global projects and infrastructure investments.
How Lindsay’s Softer Q1 2026 Results At Lindsay (LNN) Have Changed Its Investment Story
Lindsay Corporation (LNN) reported softer-than-expected Q1 2026 results with slight year-over-year declines in sales and net income, raising questions about the durability of its growth drivers. While the decline is seen as a pause rather than a reset, the focus remains on executing Road Zipper projects and managing risks from softer irrigation demand and potential tariffs. The results prompt investors to reassess the company's investment narrative and compare it against a projected $131.00 fair value.
Lindsay (NYSE:LNN) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
Lindsay (NYSE:LNN) reported Q4 CY2025 sales of $155.8 million, missing analyst estimates by 7% with a 6.3% year-on-year decline. Despite the revenue miss, the company's GAAP EPS of $1.54 exceeded analyst expectations by 4.4%. The company attributes improved gross margins in its irrigation segment to diligent price management and operational efficiencies, muting the impact of softer demand.
Inside a $80M desert irrigation push to support local food production
Lindsay Corporation (NYSE: LNN) reported fiscal first-quarter 2026 results with revenues of $155.8 million, a 6% decrease year-over-year, and diluted earnings per share of $1.54. Despite challenging agricultural conditions in North America, the company saw improved irrigation operating margins and a 17% increase in Infrastructure revenues. Post-quarter, Lindsay secured an $80 million irrigation and technology project in the MENA region to support localized food production and also authorized a new $150 million share repurchase program.
Lindsay Corporation Reports Fiscal 2026 First Quarter Results
Lindsay Corporation reported a 6% decrease in total revenues for the first quarter of fiscal 2026, reaching $155.8 million, with net earnings at $1.54 per diluted share. Despite a challenging agricultural market, the company maintained solid operating margins and saw growth in its infrastructure segment. Strategic moves included $30 million in share repurchases and securing an $80 million irrigation and technology project in the MENA region, with an optimistic outlook for infrastructure growth balanced against near-term softness in the North American irrigation market.
Lindsay: Fiscal Q1 Earnings Snapshot
Lindsay Corp. (LNN) announced its fiscal first-quarter earnings, reporting a net income of $16.5 million. The irrigation equipment manufacturer achieved a profit of $1.54 per share and generated $155.8 million in revenue during the period. The earnings data was compiled by Automated Insights using information from Zacks Investment Research.
Lindsay: Fiscal Q1 Earnings Snapshot
Lindsay Corp. (LNN) reported a net income of $16.5 million in its fiscal first quarter, with a profit of $1.54 per share. The Omaha, Nebraska-based irrigation equipment manufacturer recorded revenues of $155.8 million during the same period. This financial summary was generated using data from Zacks Investment Research.
