New York State Teachers Retirement System Has $15.49 Million Stock Position in Lincoln Electric Holdings, Inc. $LECO

New York State Teachers Retirement System lifted its position in Lincoln Electric Holdings, Inc. (NASDAQ:LECO) by 7.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 64,631 shares of the industrial products company’s stock after buying an additional 4,655 shares during the period. New York State Teachers Retirement System owned about 0.12% of Lincoln Electric worth $15,488,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Quent Capital LLC acquired a new stake in shares of Lincoln Electric during the third quarter worth about $27,000. Frazier Financial Advisors LLC grew its position in shares of Lincoln Electric by 3,700.0% in the 3rd quarter. Frazier Financial Advisors LLC now owns 114 shares of the industrial products company’s stock valued at $27,000 after purchasing an additional 111 shares during the period. Root Financial Partners LLC bought a new stake in Lincoln Electric during the 3rd quarter worth approximately $31,000. SJS Investment Consulting Inc. increased its stake in Lincoln Electric by 3,860.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 198 shares of the industrial products company’s stock worth $47,000 after purchasing an additional 193 shares in the last quarter. Finally, Eastern Bank raised its holdings in Lincoln Electric by 109.4% during the 3rd quarter. Eastern Bank now owns 201 shares of the industrial products company’s stock worth $47,000 after buying an additional 105 shares during the period. Institutional investors and hedge funds own 79.61% of the company’s stock.

Lincoln Electric Price Performance

NASDAQ LECO opened at $266.25 on Monday. The company has a quick ratio of 1.15, a current ratio of 1.83 and a debt-to-equity ratio of 0.76. Lincoln Electric Holdings, Inc. has a 12-month low of $179.71 and a 12-month high of $310.00. The company has a market capitalization of $14.60 billion, a PE ratio of 27.48, a price-to-earnings-growth ratio of 1.65 and a beta of 1.24. The firm’s 50 day moving average is $261.59 and its 200-day moving average is $253.73.

Lincoln Electric (NASDAQ:LECO) last announced its earnings results on Thursday, April 30th. The industrial products company reported $2.50 EPS for the quarter, topping the consensus estimate of $2.42 by $0.08. The business had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.07 billion. Lincoln Electric had a net margin of 12.38% and a return on equity of 39.33%. The firm’s revenue was up 11.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.16 earnings per share. Equities research analysts anticipate that Lincoln Electric Holdings, Inc. will post 10.76 earnings per share for the current fiscal year.

Lincoln Electric Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be paid a dividend of $0.79 per share. This represents a $3.16 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Tuesday, June 30th. Lincoln Electric’s dividend payout ratio is currently 32.61%.

Key Lincoln Electric News

Here are the key news stories impacting Lincoln Electric this week:

• Positive Sentiment: Q1 beat on both EPS and revenue — Lincoln reported $2.50 EPS vs. consensus ~$2.42 and revenue of $1.12B vs. ~$1.07B, driven by healthy volume and price/mix. The beat and year-over-year revenue growth support upside to near-term earnings momentum. Lincoln Electric Beats Q1 Estimates
• Positive Sentiment: Company called it a record quarter for net sales and adjusted EPS — management highlighted record first-quarter net sales and adjusted EPS, which underpins the stronger-than-expected print and likely helped buyer demand. Business Wire: Q1 Results
• Positive Sentiment: Profitability remains robust — net margin (~12.3%) and return on equity (~39%) signal strong cash conversion and operational leverage, supporting forward earnings assumptions. MarketBeat: Q1 Metrics & Call
• Neutral Sentiment: Management materials and presentation are available — the earnings slide deck and conference call provide detail on segment trends, order patterns and margin drivers; investors can review for guidance color and backlog commentary. Earnings Presentation
• Neutral Sentiment: Analyst models and outlook — brokers continue modeling solid full‑year EPS (Street consensus cited around $10.76 annual EPS), so the beat helps validate those forecasts but raises expectations for execution the rest of the year. Zacks: Key Metrics vs Estimates
• Negative Sentiment: Valuation and leverage to watch — shares now trade at a premium (P/E ~28.6) and the company carries moderate leverage (debt/equity ~0.78); if growth or margins slow, valuation could compress. (See company metric summaries in the earnings release and market coverage.)

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on LECO shares. Robert W. Baird set a $330.00 price target on shares of Lincoln Electric in a research note on Friday, February 13th. Stifel Nicolaus set a $275.00 price objective on shares of Lincoln Electric in a report on Friday. Roth Mkm reaffirmed a “buy” rating and issued a $297.00 price objective (up from $285.00) on shares of Lincoln Electric in a research report on Tuesday, February 3rd. Jefferies Financial Group reaffirmed a “hold” rating and issued a $280.00 target price (down from $350.00) on shares of Lincoln Electric in a research note on Tuesday, March 31st. Finally, Wall Street Zen cut Lincoln Electric from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Four research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Lincoln Electric has an average rating of “Hold” and a consensus price target of $292.71.

Lincoln Electric Company Profile

Lincoln Electric Holdings, Inc (NASDAQ: LECO) is a global manufacturer and distributor of welding products, robotic welding systems, plasma and oxyfuel cutting equipment, and surface treatment systems. The company’s portfolio encompasses welding consumables such as electrodes and wires, as well as power sources, torches, and automated welding cells. Lincoln Electric also offers software solutions and training services designed to optimize productivity and quality in fabrication and manufacturing operations.

Founded in 1895 by John C.