Lear Corporation (NYSE:LEA) Receives Average Recommendation of “Hold” from Analysts

Lear Corporation (NYSE:LEA) has earned an average rating of “Hold” from the fifteen research firms that are covering the company, MarketBeat reports. Nine research analysts have rated the stock with a hold rating, five have assigned a buy rating and one has assigned a strong buy rating to the company. The average 1 year price objective among brokers that have issued ratings on the stock in the last year is $145.3077.

LEA has been the subject of a number of recent research reports. TD Cowen upgraded shares of Lear from a “hold” rating to a “buy” rating and boosted their target price for the stock from $138.00 to $165.00 in a report on Tuesday, May 26th. UBS Group lowered their price target on shares of Lear from $145.00 to $135.00 and set a “neutral” rating on the stock in a report on Tuesday, April 14th. Barclays lifted their price objective on shares of Lear from $150.00 to $155.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 9th. Weiss Ratings raised shares of Lear from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 23rd. Finally, JPMorgan Chase & Co. increased their target price on shares of Lear from $153.00 to $159.00 and gave the company an “overweight” rating in a research report on Friday, July 10th.

Insiders Place Their Bets

In related news, CFO Jason M. Cardew sold 5,000 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $147.50, for a total transaction of $737,500.00. Following the transaction, the chief financial officer directly owned 13,241 shares of the company’s stock, valued at $1,953,047.50. This represents a 27.41% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Raymond E. Scott sold 50,000 shares of the stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $135.37, for a total value of $6,768,500.00. Following the completion of the sale, the chief executive officer owned 49,789 shares of the company’s stock, valued at approximately $6,739,936.93. This trade represents a 50.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 62,026 shares of company stock worth $8,498,248. 1.02% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Lear

A number of large investors have recently modified their holdings of LEA. Altshuler Shaham Ltd raised its position in shares of Lear by 36.5% in the 1st quarter. Altshuler Shaham Ltd now owns 303 shares of the auto parts company’s stock valued at $37,000 after purchasing an additional 81 shares during the last quarter. Versant Capital Management Inc boosted its stake in Lear by 3.8% in the 2nd quarter. Versant Capital Management Inc now owns 2,260 shares of the auto parts company’s stock worth $303,000 after purchasing an additional 82 shares in the last quarter. UMB Bank n.a. grew its position in Lear by 15.0% during the 4th quarter. UMB Bank n.a. now owns 676 shares of the auto parts company’s stock worth $77,000 after purchasing an additional 88 shares during the last quarter. Waterfront Wealth Inc. increased its stake in Lear by 0.5% during the 1st quarter. Waterfront Wealth Inc. now owns 17,404 shares of the auto parts company’s stock valued at $2,107,000 after purchasing an additional 89 shares in the last quarter. Finally, Inspire Advisors LLC increased its stake in Lear by 4.5% during the 4th quarter. Inspire Advisors LLC now owns 2,147 shares of the auto parts company’s stock valued at $246,000 after purchasing an additional 92 shares in the last quarter. Hedge funds and other institutional investors own 97.04% of the company’s stock.

Trending Headlines about Lear

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Lear reported second-quarter adjusted EPS of $4.28, above the approximately $3.98 consensus estimate, while revenue of $6.21 billion also exceeded expectations of roughly $6.15 billion. EPS rose from $3.06 a year earlier and revenue increased 3%. Lear Reports Second Quarter 2026 Results; Raises Full-Year Guidance
• Positive Sentiment: The company raised the midpoints of its 2026 outlook, targeting revenue of approximately $23.54 billion to $24.01 billion and core operating earnings of about $1.08 billion to $1.20 billion. Lear cited roughly 3% year-over-year revenue growth, gains above overall vehicle-market growth, and improving operating margins. Lear Reports Second Quarter 2026 Results; Raises Full-Year Guidance
• Positive Sentiment: Adjusted EPS increased about 23% year over year, free cash flow improved by approximately $117 million, and Lear repurchased $100 million of stock during the quarter. Lear Corporation 2026 Q2 Results Presentation
• Neutral Sentiment: Analyst price targets remain mixed, with recent targets ranging from $131 to $179 and a six-month median of $145.50, indicating differing views on Lear’s earnings power and automotive-market prospects.
• Negative Sentiment: Investors appear to have treated the results as a “sell-the-news” event because the guidance increase and margin improvement may not have exceeded already high expectations. Separately, reported insider activity showed 20 open-market sales and no purchases over the past six months, which may add to near-term sentiment pressure. Lear Slides After Q2 Despite Higher 2026 Outlook

Lear Trading Down 0.0%

Shares of NYSE:LEA opened at $130.63 on Monday. The company has a market capitalization of $6.54 billion, a PE ratio of 12.17, a P/E/G ratio of 0.63 and a beta of 1.25. The company has a current ratio of 1.31, a quick ratio of 1.04 and a debt-to-equity ratio of 0.51. Lear has a 12-month low of $91.67 and a 12-month high of $150.33. The business’s fifty day simple moving average is $140.07 and its 200-day simple moving average is $131.16.

Lear (NYSE:LEA) last issued its quarterly earnings data on Friday, July 31st. The auto parts company reported $4.28 earnings per share for the quarter, topping analysts’ consensus estimates of $3.98 by $0.30. Lear had a return on equity of 14.18% and a net margin of 2.35%.The firm had revenue of $6.21 billion during the quarter, compared to analysts’ expectations of $6.15 billion. During the same period in the prior year, the business posted $3.06 EPS. The firm’s quarterly revenue was up 3.0% on a year-over-year basis. As a group, equities research analysts predict that Lear will post 14.81 earnings per share for the current fiscal year.

Lear Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Wednesday, June 3rd were given a dividend of $0.77 per share. The ex-dividend date of this dividend was Wednesday, June 3rd. This represents a $3.08 dividend on an annualized basis and a dividend yield of 2.4%. Lear’s dividend payout ratio is presently 30.80%.

Lear Company Profile

Lear Corporation (NYSE: LEA) is a global supplier of automotive seating and electrical distribution systems. The company designs, engineers and manufactures complete seat systems, seat components and power solutions for major vehicle manufacturers. Its electrical business delivers modules and components for battery management, infotainment, body and safety electronics, as well as advanced connectivity and electrification solutions.

The seating division develops lightweight, ergonomic seat structures, trim and mechanisms that address comfort, safety and environmental targets.