Lear (NYSE:LEA) Director Sells $199,742.10 in Stock

Lear Corporation (NYSE:LEA) Director Conrad Mallett, Jr. sold 1,646 shares of the business’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $121.35, for a total value of $199,742.10. Following the sale, the director directly owned 37 shares of the company’s stock, valued at $4,489.95. This represents a 97.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website.

Lear Stock Down 0.0%

LEA stock opened at $122.80 on Monday. The firm has a market capitalization of $6.06 billion, a PE ratio of 11.44, a P/E/G ratio of 0.59 and a beta of 1.25. The company has a quick ratio of 1.04, a current ratio of 1.31 and a debt-to-equity ratio of 0.51. Lear Corporation has a twelve month low of $95.27 and a twelve month high of $150.33. The stock’s 50 day moving average is $138.05 and its 200-day moving average is $131.18.

Lear (NYSE:LEA) last released its quarterly earnings results on Friday, July 31st. The auto parts company reported $4.28 EPS for the quarter, beating 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 business had revenue of $6.21 billion during the quarter, compared to analyst estimates of $6.15 billion. During the same period in the prior year, the firm posted $3.06 EPS. Lear’s quarterly revenue was up 3.0% compared to the same quarter last year. Sell-side analysts expect that Lear Corporation will post 14.84 EPS for the current fiscal year.

Lear Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Wednesday, June 3rd were issued a $0.77 dividend. The ex-dividend date was Wednesday, June 3rd. This represents a $3.08 annualized dividend and a dividend yield of 2.5%. Lear’s dividend payout ratio is currently 28.70%.

Key Headlines Impacting Lear

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Q2 earnings beat expectations: Lear reported adjusted earnings per share of $4.28 versus the $3.98 consensus estimate, while revenue reached $6.21 billion, ahead of the $6.15 billion forecast and up 3% year over year. Results were supported by margin expansion in the E-Systems segment. LEA Q2 Earnings Beat Estimates on E-Systems Margin Expansion
• Positive Sentiment: Buyback target raised: Lear increased its 2026 share-repurchase target to at least $350 million. The larger buyback could support earnings per share and signals management’s confidence in cash generation and the stock’s valuation.
• Neutral Sentiment: Valuation remains relatively low: Lear trades at roughly 11 times earnings, with analysts forecasting approximately $14.84 in full-year EPS. However, shares remain below their 50-day and 200-day moving averages, indicating that investors are still cautious about the auto-supply-chain and broader vehicle-production outlook.
• Negative Sentiment: Director sold nearly all holdings: Director Conrad L. Mallett Jr. sold 1,646 shares for approximately $199,742, leaving him with only 37 shares. Although insider sales can reflect personal financial considerations, the 97.8% reduction in his position may create a modest negative signal for investors. SEC insider ownership filing

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Altshuler Shaham Ltd increased its stake in Lear by 36.5% in the 1st quarter. Altshuler Shaham Ltd now owns 303 shares of the auto parts company’s stock worth $37,000 after buying an additional 81 shares in the last quarter. Versant Capital Management Inc lifted its position in shares of Lear by 3.8% in the second quarter. Versant Capital Management Inc now owns 2,260 shares of the auto parts company’s stock valued at $303,000 after acquiring an additional 82 shares in the last quarter. UMB Bank n.a. boosted its stake in shares of Lear by 15.0% in the fourth quarter. UMB Bank n.a. now owns 676 shares of the auto parts company’s stock worth $77,000 after acquiring an additional 88 shares during the period. Waterfront Wealth Inc. boosted its stake in shares of Lear by 0.5% in the first quarter. Waterfront Wealth Inc. now owns 17,404 shares of the auto parts company’s stock worth $2,107,000 after acquiring an additional 89 shares during the period. Finally, Inspire Advisors LLC grew its position in shares of Lear by 4.5% during the fourth quarter. Inspire Advisors LLC now owns 2,147 shares of the auto parts company’s stock worth $246,000 after purchasing an additional 92 shares in the last quarter. 97.04% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms recently weighed in on LEA. Weiss Ratings upgraded shares of Lear from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. The Goldman Sachs Group reissued a “neutral” rating and set a $140.00 target price on shares of Lear in a research report on Saturday, August 1st. Royal Bank Of Canada boosted their target price on Lear from $138.00 to $143.00 and gave the stock a “sector perform” rating in a research note on Monday, July 13th. Wells Fargo & Company upped their target price on Lear from $137.00 to $138.00 and gave the company an “equal weight” rating in a report on Monday, August 3rd. Finally, UBS Group dropped their price target on Lear from $145.00 to $135.00 and set a “neutral” rating on the stock in a report on Tuesday, April 14th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $145.23.

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.