Cerity Partners LLC Increases Holdings in Lincoln Electric Holdings, Inc. $LECO

Cerity Partners LLC increased its holdings in shares of Lincoln Electric Holdings, Inc. (NASDAQ:LECO) by 8.2% in the fourth quarter, Holdings Channel reports. The firm owned 123,903 shares of the industrial products company’s stock after acquiring an additional 9,430 shares during the period. Cerity Partners LLC’s holdings in Lincoln Electric were worth $29,692,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the business. LPL Financial LLC boosted its position in Lincoln Electric by 6.4% during the 4th quarter. LPL Financial LLC now owns 38,892 shares of the industrial products company’s stock worth $9,320,000 after purchasing an additional 2,327 shares during the period. Franklin Resources Inc. boosted its position in Lincoln Electric by 4.8% during the 4th quarter. Franklin Resources Inc. now owns 65,658 shares of the industrial products company’s stock worth $15,734,000 after purchasing an additional 3,010 shares during the period. O Shaughnessy Asset Management LLC boosted its position in Lincoln Electric by 21.3% during the 4th quarter. O Shaughnessy Asset Management LLC now owns 6,299 shares of the industrial products company’s stock worth $1,509,000 after purchasing an additional 1,106 shares during the period. Manchester Capital Management LLC boosted its position in Lincoln Electric by 1,777.8% during the 4th quarter. Manchester Capital Management LLC now owns 507 shares of the industrial products company’s stock worth $121,000 after purchasing an additional 480 shares during the period. Finally, Fiera Capital Corp boosted its position in Lincoln Electric by 32.9% during the 4th quarter. Fiera Capital Corp now owns 304,083 shares of the industrial products company’s stock worth $72,870,000 after purchasing an additional 75,213 shares during the period. 79.61% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on LECO. Wall Street Zen cut shares of Lincoln Electric from a “buy” rating to a “hold” rating in a research report on Sunday, May 17th. Weiss Ratings raised shares of Lincoln Electric from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, April 16th. Morgan Stanley reaffirmed an “underweight” rating and set a $250.00 price target on shares of Lincoln Electric in a research report on Monday, May 4th. Stifel Nicolaus set a $275.00 price target on shares of Lincoln Electric in a research report on Friday, May 1st. Finally, KeyCorp upped their price objective on shares of Lincoln Electric from $280.00 to $340.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Four research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Lincoln Electric presently has an average rating of “Hold” and a consensus target price of $296.00.

Lincoln Electric Stock Performance

NASDAQ:LECO opened at $253.22 on Thursday. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.83 and a quick ratio of 1.15. The firm has a 50-day moving average of $259.33 and a two-hundred day moving average of $259.47. The stock has a market cap of $13.87 billion, a P/E ratio of 26.13, a PEG ratio of 1.64 and a beta of 1.21. Lincoln Electric Holdings, Inc. has a 1-year low of $199.13 and a 1-year high of $310.00.

Lincoln Electric (NASDAQ:LECO) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $2.50 earnings per share for the quarter, beating analysts’ consensus estimates of $2.42 by $0.08. The company 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 for the quarter was up 11.7% on a year-over-year basis. During the same period in the prior year, the company posted $2.16 EPS. On average, research analysts expect that Lincoln Electric Holdings, Inc. will post 10.81 earnings per share for the current fiscal year.

Lincoln Electric Dividend Announcement

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

Key Headlines Impacting Lincoln Electric

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

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate for Lincoln Electric to $10.69 from $10.66, signaling slightly better earnings expectations for the current fiscal year.
• Positive Sentiment: The firm also nudged up its Q2 2026 EPS forecast to $2.70 from $2.69 and its Q4 2026 estimate to $2.79 from $2.78, suggesting steady operating momentum.
• Positive Sentiment: Looking further out, Zacks increased its FY2027 EPS estimate to $11.77 from $11.72 and lifted its Q2 2027, Q3 2027, and Q4 2027 projections, which may reinforce confidence in Lincoln Electric’s earnings trajectory.
• Neutral Sentiment: One June 9 short-interest item reported zero shares short and no meaningful change, so it does not appear to be a material trading catalyst.
• Neutral Sentiment: Even after the revisions, Zacks’ FY2026 estimate of $10.69 remains slightly below the current consensus of $10.81 per share, so the updates are supportive but not dramatically above market expectations.

Lincoln Electric 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.