Zacks Research Lifts Earnings Estimates for Lincoln Electric

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Research analysts at Zacks Research boosted their Q1 2026 earnings per share estimates for shares of Lincoln Electric in a research note issued to investors on Wednesday, May 14th. Zacks Research analyst M. Das now anticipates that the industrial products company will earn $2.31 per share for the quarter, up from their previous estimate of $2.29. 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 Q1 2027 earnings at $2.45 EPS.

A number of other research firms also recently weighed in on LECO. KeyCorp cut their price target on Lincoln Electric from $245.00 to $225.00 and set an “overweight” rating for the company in a research note on Thursday, May 1st. Robert W. Baird cut their price target on Lincoln Electric from $242.00 to $212.00 and set an “outperform” rating for the company in a research note on Thursday, May 1st. Barclays raised their price target on Lincoln Electric from $220.00 to $235.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 18th. Stifel Nicolaus raised their price target on Lincoln Electric from $178.00 to $180.00 and gave the stock a “hold” rating in a research note on Thursday, May 1st. Finally, Morgan Stanley raised their price target on Lincoln Electric from $179.00 to $180.00 and gave the stock an “underweight” rating in a research note on Tuesday, May 6th. One equities research analyst has rated the stock with a sell rating, one has given a hold rating and five have given a buy rating to the company. According to MarketBeat.com, Lincoln Electric presently has a consensus rating of “Moderate Buy” and an average price target of $216.17.

Lincoln Electric Stock Up 2.6%

LECO opened at $203.01 on Monday. Lincoln Electric has a fifty-two week low of $161.11 and a fifty-two week high of $229.00. The business has a 50-day moving average of $185.34 and a 200-day moving average of $195.63. The company has a debt-to-equity ratio of 0.87, a current ratio of 1.87 and a quick ratio of 1.25. The company has a market capitalization of $11.33 billion, a PE ratio of 24.91, a price-to-earnings-growth ratio of 1.51 and a beta of 1.18.

Lincoln Electric (NASDAQ:LECO) last posted its quarterly earnings results on Wednesday, April 30th. The industrial products company reported $2.16 earnings per share for the quarter, missing analysts’ consensus estimates of $2.22 by ($0.06). Lincoln Electric had a return on equity of 40.19% and a net margin of 11.63%. The firm had revenue of $365.45 million for the quarter, compared to analysts’ expectations of $974.39 million. During the same period last year, the business earned $2.23 earnings per share. The firm’s revenue for the quarter was up 2.4% on a year-over-year basis.

Lincoln Electric Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 15th. Stockholders of record on Monday, June 30th will be issued a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a dividend yield of 1.48%. The ex-dividend date of this dividend is Monday, June 30th. Lincoln Electric’s dividend payout ratio is 36.99%.

Insider Activity

In other news, CEO Steven B. Hedlund sold 21,054 shares of the stock in a transaction dated Wednesday, February 19th. The stock was sold at an average price of $215.47, for a total transaction of $4,536,505.38. Following 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 position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 2.63% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Mizuho Bank Ltd. acquired a new stake in Lincoln Electric in the 4th quarter valued at approximately $30,000. Jones Financial Companies Lllp grew its holdings in Lincoln Electric by 255.1% in the 4th quarter. Jones Financial Companies Lllp now owns 174 shares of the industrial products company’s stock valued at $33,000 after buying an additional 125 shares during the last quarter. V Square Quantitative Management LLC grew its holdings in Lincoln Electric by 54.1% in the 4th quarter. V Square Quantitative Management LLC now owns 299 shares of the industrial products company’s stock valued at $56,000 after buying an additional 105 shares during the last quarter. Brooklyn Investment Group grew its holdings in Lincoln Electric by 279.6% in the 1st quarter. Brooklyn Investment Group now owns 353 shares of the industrial products company’s stock valued at $67,000 after buying an additional 260 shares during the last quarter. Finally, Wood Tarver Financial Group LLC acquired a new stake in Lincoln Electric in the 4th quarter valued at approximately $68,000. Institutional investors and hedge funds own 79.61% of the company’s stock.

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.