Zacks Research Issues Optimistic Estimate for LECO Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Zacks Research raised their Q1 2025 earnings estimates for Lincoln Electric in a research note issued on Thursday, February 27th. Zacks Research analyst M. Das now anticipates that the industrial products company will post earnings per share of $2.15 for the quarter, up from their prior forecast of $2.10. 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 Q4 2025 earnings at $2.43 EPS, FY2025 earnings at $9.15 EPS, Q1 2026 earnings at $2.21 EPS, Q4 2026 earnings at $2.53 EPS, FY2026 earnings at $9.67 EPS and FY2027 earnings at $10.34 EPS.

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

A number of other brokerages have also recently weighed in on LECO. Barclays raised their price target on Lincoln Electric from $220.00 to $235.00 and gave the company 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 report on Wednesday, December 4th. Stifel Nicolaus cut their price objective on Lincoln Electric from $216.00 to $211.00 and set a “hold” rating for the company in a research report on Friday, January 24th. Finally, KeyCorp increased their target price on Lincoln Electric from $230.00 to $245.00 and gave the company an “overweight” rating in a report on Friday, February 14th. Two analysts have rated the stock with a hold rating and five have given a buy rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $233.60.

Lincoln Electric Stock Performance

Shares of LECO opened at $205.28 on Friday. Lincoln Electric has a 52-week low of $169.51 and a 52-week high of $261.13. The company has a market capitalization of $11.58 billion, a PE ratio of 25.19, a P/E/G ratio of 1.51 and a beta of 1.18. The company has a 50-day simple moving average of $195.90 and a 200-day simple moving average of $196.79. The company has a quick ratio of 1.25, a current ratio of 1.87 and a debt-to-equity ratio of 0.87.

Lincoln Electric Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 15th. Shareholders of record on Monday, March 31st will be issued a $0.75 dividend. This represents a $3.00 annualized dividend and a yield of 1.46%. The ex-dividend date is Monday, March 31st. Lincoln Electric’s dividend payout ratio (DPR) is 36.81%.

Insider Transactions at Lincoln Electric

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

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the company. Avior Wealth Management LLC raised its holdings in shares of Lincoln Electric by 3.0% in the 3rd quarter. Avior Wealth Management LLC now owns 1,644 shares of the industrial products company’s stock worth $316,000 after purchasing an additional 48 shares during the period. CIBC Asset Management Inc raised its holdings in Lincoln Electric by 3.2% in the third quarter. CIBC Asset Management Inc now owns 1,646 shares of the industrial products company’s stock valued at $316,000 after buying an additional 51 shares during the period. PNC Financial Services Group Inc. lifted its position in Lincoln Electric by 0.3% during the fourth quarter. PNC Financial Services Group Inc. now owns 21,199 shares of the industrial products company’s stock valued at $3,974,000 after buying an additional 53 shares in the last quarter. Fifth Third Bancorp grew its stake in Lincoln Electric by 3.2% during the fourth quarter. Fifth Third Bancorp now owns 1,737 shares of the industrial products company’s stock worth $326,000 after buying an additional 54 shares during the period. Finally, IFP Advisors Inc increased its position in shares of Lincoln Electric by 7.5% in the fourth quarter. IFP Advisors Inc now owns 806 shares of the industrial products company’s stock worth $151,000 after acquiring an additional 56 shares in the last quarter. 79.61% of the stock is owned by hedge funds and other 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.