Zacks Research Issues Positive Outlook for LECO Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Equities researchers at Zacks Research lifted their Q2 2025 earnings per share estimates for shares of Lincoln Electric in a research note issued to investors on Monday, March 24th. Zacks Research analyst M. Das now anticipates 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.

Lincoln Electric (NASDAQ:LECO) last released its quarterly earnings data on Thursday, February 13th. The industrial products company reported $2.57 earnings per share for the quarter, beating the consensus estimate of $2.03 by $0.54. The business had revenue of $1.02 billion for the quarter, compared to analyst estimates of $995.94 million. Lincoln Electric had a return on equity of 40.19% and a net margin of 11.63%.

Other equities research analysts also recently issued research reports about the company. Barclays upped their target price on Lincoln Electric from $220.00 to $235.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 18th. StockNews.com upgraded shares of Lincoln Electric from a “hold” rating to a “buy” rating in a research note on Wednesday, December 4th. Stifel Nicolaus decreased their target price on shares of Lincoln Electric from $216.00 to $211.00 and set a “hold” rating for the company in a research note on Friday, January 24th. Finally, KeyCorp boosted their price objective on shares of Lincoln Electric from $230.00 to $245.00 and gave the stock an “overweight” rating in a report on Friday, February 14th. Two equities research analysts have rated the stock with a hold rating and five have assigned a buy rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $233.60.

Lincoln Electric Price Performance

Lincoln Electric stock opened at $197.26 on Thursday. The company has a quick ratio of 1.25, a current ratio of 1.87 and a debt-to-equity ratio of 0.87. The firm has a market capitalization of $11.07 billion, a P/E ratio of 24.20, a PEG ratio of 1.51 and a beta of 1.18. The firm has a fifty day moving average of $198.74 and a 200-day moving average of $197.45. Lincoln Electric has a 52-week low of $169.51 and a 52-week high of $258.62.

Lincoln Electric Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 15th. Stockholders of record on Monday, March 31st will be paid a $0.75 dividend. The ex-dividend date of this dividend is Monday, March 31st. This represents a $3.00 dividend on an annualized basis and a dividend yield of 1.52%. Lincoln Electric’s dividend payout ratio (DPR) is presently 36.81%.

Insider Transactions at Lincoln Electric

In related news, CEO Steven B. Hedlund sold 21,054 shares of the firm’s stock in a transaction on Wednesday, February 19th. The stock was sold at an average price of $215.47, for a total transaction of $4,536,505.38. Following the transaction, the chief executive officer now directly owns 54,660 shares in the company, valued at $11,777,590.20. This trade represents a 27.81 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 2.63% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of LECO. Mizuho Bank Ltd. acquired a new stake in Lincoln Electric during the fourth quarter worth about $30,000. Jones Financial Companies Lllp grew its holdings in shares of Lincoln Electric by 255.1% during the fourth quarter. Jones Financial Companies Lllp now owns 174 shares of the industrial products company’s stock valued at $33,000 after purchasing an additional 125 shares during the last quarter. V Square Quantitative Management LLC raised its position in shares of Lincoln Electric by 54.1% during the 4th quarter. V Square Quantitative Management LLC now owns 299 shares of the industrial products company’s stock worth $56,000 after purchasing an additional 105 shares during the period. Wood Tarver Financial Group LLC acquired a new position in Lincoln Electric during the 4th quarter valued at approximately $68,000. Finally, UMB Bank n.a. grew its stake in Lincoln Electric by 37.5% during the 4th quarter. UMB Bank n.a. now owns 389 shares of the industrial products company’s stock worth $73,000 after buying an additional 106 shares during the last quarter. 79.61% of the stock is currently owned by institutional investors.

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.