Zacks Research Issues Optimistic Outlook for LECO Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Investment analysts at Zacks Research raised their Q3 2025 earnings per share estimates for shares of Lincoln Electric in a research note issued on Tuesday, October 21st. Zacks Research analyst Team now anticipates that the industrial products company will post earnings of $2.35 per share for the quarter, up from their prior 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 Q4 2025 earnings at $2.49 EPS, FY2025 earnings at $9.60 EPS, Q1 2026 earnings at $2.36 EPS, Q2 2026 earnings at $2.64 EPS, Q3 2026 earnings at $2.57 EPS, Q4 2026 earnings at $2.64 EPS, FY2026 earnings at $10.20 EPS, Q1 2027 earnings at $2.57 EPS, Q2 2027 earnings at $2.79 EPS, Q3 2027 earnings at $2.68 EPS and FY2027 earnings at $10.81 EPS.

A number of other equities analysts have also issued reports on the company. KeyCorp upped their target price on Lincoln Electric from $250.00 to $280.00 and gave the company an “overweight” rating in a research report on Friday, August 1st. Stifel Nicolaus upped their price target on Lincoln Electric from $236.00 to $250.00 and gave the company a “hold” rating in a research report on Friday, August 1st. Weiss Ratings reissued a “buy (b-)” rating on shares of Lincoln Electric in a research report on Wednesday, October 8th. Roth Capital initiated coverage on Lincoln Electric in a research note on Friday, September 5th. They set a “buy” rating and a $279.00 price objective for the company. Finally, Wall Street Zen raised Lincoln Electric from a “buy” rating to a “strong-buy” rating in a research note on Saturday, October 11th. Five research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $243.50.

Lincoln Electric Stock Performance

Shares of LECO opened at $238.93 on Wednesday. The business’s 50 day moving average is $238.90 and its two-hundred day moving average is $215.64. Lincoln Electric has a 52-week low of $161.11 and a 52-week high of $249.19. The firm has a market cap of $13.19 billion, a price-to-earnings ratio of 26.85, a PEG ratio of 1.67 and a beta of 1.20. The company has a quick ratio of 1.08, a current ratio of 1.68 and a debt-to-equity ratio of 0.83.

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

Institutional Trading of Lincoln Electric

Several institutional investors and hedge funds have recently bought and sold shares of LECO. Wealth Enhancement Advisory Services LLC increased its stake in shares of Lincoln Electric by 75.0% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 3,811 shares of the industrial products company’s stock worth $721,000 after purchasing an additional 1,633 shares during the period. Oppenheimer Asset Management Inc. boosted its holdings in shares of Lincoln Electric by 7.2% in the 1st quarter. Oppenheimer Asset Management Inc. now owns 6,609 shares of the industrial products company’s stock valued at $1,250,000 after purchasing an additional 442 shares in the last quarter. Focus Partners Advisor Solutions LLC acquired a new stake in shares of Lincoln Electric in the 1st quarter valued at $261,000. Meiji Yasuda Asset Management Co Ltd. boosted its holdings in shares of Lincoln Electric by 20.1% in the 1st quarter. Meiji Yasuda Asset Management Co Ltd. now owns 21,841 shares of the industrial products company’s stock valued at $4,131,000 after purchasing an additional 3,658 shares in the last quarter. Finally, Millennium Management LLC boosted its holdings in shares of Lincoln Electric by 195.2% in the 1st quarter. Millennium Management LLC now owns 223,025 shares of the industrial products company’s stock valued at $42,187,000 after purchasing an additional 147,483 shares in the last quarter. Institutional investors own 79.61% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Jennifer I. Ansberry sold 3,000 shares of the stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $242.18, for a total transaction of $726,540.00. Following the sale, the executive vice president directly owned 19,173 shares of the company’s stock, valued at $4,643,317.14. This represents a 13.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Michael J. Whitehead sold 1,000 shares of Lincoln Electric stock in a transaction on Tuesday, September 16th. The shares were sold at an average price of $233.23, for a total value of $233,230.00. Following the completion of the sale, the senior vice president directly owned 9,177 shares of the company’s stock, valued at $2,140,351.71. This trade represents a 9.83% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 23,692 shares of company stock valued at $5,745,148. Company insiders own 2.63% of the company’s stock.

Lincoln Electric Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 15th. Investors of record on Wednesday, December 31st will be given a dividend of $0.79 per share. This is a boost from Lincoln Electric’s previous quarterly dividend of $0.75. The ex-dividend date is Wednesday, December 31st. This represents a $3.16 annualized dividend and a dividend yield of 1.3%. Lincoln Electric’s dividend 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.