Zacks Research Issues Optimistic Forecast for LECO Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO - Free Report) - Stock analysts at Zacks Research lifted their Q2 2025 EPS estimates for Lincoln Electric in a report released on Monday, March 24th. Zacks Research analyst M. Das now forecasts that the industrial products company will post earnings per share of $2.34 for the quarter, up from their previous estimate of $2.33. The consensus estimate for Lincoln Electric's current full-year earnings is $9.36 per share. Zacks Research also issued estimates for Lincoln Electric's Q3 2025 earnings at $2.27 EPS and Q2 2026 earnings at $2.57 EPS.

A number of other research firms have also recently weighed in on LECO. Barclays lifted their target price on shares of Lincoln Electric from $220.00 to $235.00 and gave the company an "overweight" rating in a research note on Tuesday, February 18th. Stifel Nicolaus dropped their price objective on Lincoln Electric from $216.00 to $211.00 and set a "hold" rating for the company in a research note on Friday, January 24th. KeyCorp lifted their target price on Lincoln Electric from $230.00 to $245.00 and gave the company an "overweight" rating in a research note on Friday, February 14th. Finally, StockNews.com raised shares of Lincoln Electric from a "hold" rating to a "buy" rating in a report on Wednesday, December 4th. Two investment analysts have rated the stock with a hold rating and five have issued a buy rating to the company's stock. Based on data from MarketBeat.com, Lincoln Electric currently has a consensus rating of "Moderate Buy" and a consensus price target of $233.60.

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Lincoln Electric Price Performance

NASDAQ:LECO traded down $0.78 during trading hours on Thursday, hitting $188.76. 33,877 shares of the stock traded hands, compared to its average volume of 321,540. The company has a market cap of $10.58 billion, a price-to-earnings ratio of 23.15, a price-to-earnings-growth ratio of 1.51 and a beta of 1.18. Lincoln Electric has a 1 year low of $169.51 and a 1 year high of $255.60. The stock has a 50 day moving average price of $198.68 and a 200 day moving average price of $197.86. The company has a quick ratio of 1.25, a current ratio of 1.87 and a debt-to-equity ratio of 0.87.

Lincoln Electric (NASDAQ:LECO - Get Free Report) last issued its quarterly earnings results on Thursday, February 13th. The industrial products company reported $2.57 EPS for the quarter, topping analysts' consensus estimates of $2.03 by $0.54. The business had revenue of $1.02 billion during the quarter, compared to analysts' expectations of $995.94 million. Lincoln Electric had a return on equity of 40.19% and a net margin of 11.63%.

Lincoln Electric Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 15th. Shareholders of record on Monday, March 31st will be paid a $0.75 dividend. This represents a $3.00 dividend on an annualized basis and a yield of 1.59%. The ex-dividend date is Monday, March 31st. Lincoln Electric's payout ratio is 36.81%.

Insider Transactions at Lincoln Electric

In other news, CEO Steven B. Hedlund sold 21,054 shares of the business's stock in a transaction dated Wednesday, February 19th. The shares were sold at an average price of $215.47, for a total value of $4,536,505.38. Following the sale, the chief executive officer now directly owns 54,660 shares in the company, valued at $11,777,590.20. The trade was a 27.81 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 2.63% of the company's stock.

Hedge Funds Weigh In On Lincoln Electric

Large investors have recently modified their holdings of the stock. Norges Bank purchased a new position in Lincoln Electric during the fourth quarter worth $307,344,000. Champlain Investment Partners LLC bought a new stake in shares of Lincoln Electric in the 4th quarter worth about $110,062,000. Raymond James Financial Inc. purchased a new position in shares of Lincoln Electric during the 4th quarter worth about $92,117,000. Balyasny Asset Management L.P. grew its holdings in Lincoln Electric by 15,932.5% during the 4th quarter. Balyasny Asset Management L.P. now owns 336,682 shares of the industrial products company's stock valued at $63,118,000 after purchasing an additional 334,582 shares during the last quarter. Finally, State Street Corp raised its position in Lincoln Electric by 12.9% in the 3rd quarter. State Street Corp now owns 2,462,232 shares of the industrial products company's stock worth $474,527,000 after purchasing an additional 280,466 shares during the period. Institutional investors own 79.61% of the company's stock.

About Lincoln Electric

Lincoln Electric Holdings, Inc, through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products worldwide. The company operates through three segments: Americas Welding, International Welding, and The Harris Products Group. It offers brazing and soldering filler metals, arc welding equipment, plasma and oxyfuel cutting systems, wire feeding systems, fume control equipment, welding accessories, and specialty gas regulators, and education solutions, as well as a portfolio of automated solutions for joining, cutting, material handling, module assembly, and end of line testing, as well as involved in brazing and soldering alloys, and in the retail business in the United States.