Zacks Research Issues Positive Forecast for LECO Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Equities research analysts at Zacks Research upped their Q2 2026 earnings estimates for shares of Lincoln Electric in a research note issued on Tuesday, September 16th. Zacks Research analyst Team now expects that the industrial products company will earn $2.58 per share for the quarter, up from their prior estimate of $2.56. 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 Q3 2026 earnings at $2.46 EPS, FY2026 earnings at $9.91 EPS, Q1 2027 earnings at $2.56 EPS, Q2 2027 earnings at $2.77 EPS and FY2027 earnings at $10.66 EPS.

Lincoln Electric (NASDAQ:LECO) last issued its quarterly earnings data on Thursday, July 31st. The industrial products company reported $2.60 EPS for the quarter, beating analysts’ consensus estimates of $2.32 by $0.28. The firm had revenue of $1.09 billion for the quarter, compared to analysts’ expectations of $1.04 billion. Lincoln Electric had a net margin of 12.27% and a return on equity of 39.79%. The firm’s revenue was up 6.6% on a year-over-year basis. During the same period in the prior year, the company earned $2.34 EPS.

Other equities research analysts have also recently issued reports about the stock. Stifel Nicolaus raised their price target on shares of Lincoln Electric from $236.00 to $250.00 and gave the stock a “hold” rating in a research note on Friday, August 1st. KeyCorp raised their price target on shares of Lincoln Electric from $250.00 to $280.00 and gave the stock an “overweight” rating in a research note on Friday, August 1st. Roth Capital initiated coverage on shares of Lincoln Electric in a research note on Friday, September 5th. They set a “buy” rating and a $279.00 price target on the stock. Finally, Wall Street Zen raised shares of Lincoln Electric from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 2nd. Four equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $239.33.

Lincoln Electric Price Performance

Lincoln Electric stock opened at $234.28 on Wednesday. Lincoln Electric has a 12-month low of $161.11 and a 12-month high of $249.19. The stock has a market capitalization of $12.93 billion, a P/E ratio of 26.32, a P/E/G ratio of 1.62 and a beta of 1.22. The firm’s 50-day moving average is $236.05 and its two-hundred day moving average is $208.08. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.68 and a quick ratio of 1.08.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Vermillion & White Wealth Management Group LLC lifted its position in Lincoln Electric by 82.4% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 155 shares of the industrial products company’s stock valued at $32,000 after buying an additional 70 shares in the last quarter. Geneos Wealth Management Inc. lifted its position in Lincoln Electric by 980.8% during the first quarter. Geneos Wealth Management Inc. now owns 281 shares of the industrial products company’s stock valued at $53,000 after buying an additional 255 shares in the last quarter. Employees Retirement System of Texas purchased a new stake in shares of Lincoln Electric during the second quarter valued at approximately $64,000. Brooklyn Investment Group raised its stake in shares of Lincoln Electric by 279.6% during the first quarter. Brooklyn Investment Group now owns 353 shares of the industrial products company’s stock valued at $67,000 after purchasing an additional 260 shares during the period. Finally, Wood Tarver Financial Group LLC purchased a new stake in shares of Lincoln Electric during the fourth quarter valued at approximately $68,000. 79.61% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Lincoln Electric

In other Lincoln Electric news, SVP Michael J. Whitehead sold 1,000 shares of Lincoln Electric stock in a transaction that occurred on Tuesday, September 16th. The shares were sold at an average price of $233.23, for a total transaction of $233,230.00. Following the transaction, the senior vice president directly owned 9,177 shares of the company’s stock, valued at $2,140,351.71. The trade was a 9.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Gabriel Bruno sold 7,305 shares of Lincoln Electric stock in a transaction that occurred on Friday, August 8th. The shares were sold at an average price of $242.42, for a total transaction of $1,770,878.10. Following the transaction, the executive vice president directly owned 29,927 shares in the company, valued at approximately $7,254,903.34. This trade represents a 19.62% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 23,692 shares of company stock valued at $5,745,148. 2.63% of the stock is currently owned by corporate insiders.

Lincoln Electric Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 15th. Shareholders of record on Tuesday, September 30th will be given a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Tuesday, September 30th. Lincoln Electric’s payout ratio is 33.71%.

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.