Equities Analysts Issue Forecasts for LECO FY2025 Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Roth Capital reduced their FY2025 earnings per share estimates for Lincoln Electric in a note issued to investors on Friday, October 31st. Roth Capital analyst T. Hayes now expects that the industrial products company will earn $9.73 per share for the year, down from their previous estimate of $9.80. Roth Capital currently has a “Buy” rating and a $285.00 target price on the stock. The consensus estimate for Lincoln Electric’s current full-year earnings is $9.36 per share. Roth Capital also issued estimates for Lincoln Electric’s Q4 2025 earnings at $2.51 EPS, Q1 2026 earnings at $2.45 EPS, Q2 2026 earnings at $2.93 EPS, Q3 2026 earnings at $2.70 EPS, Q4 2026 earnings at $2.86 EPS and FY2026 earnings at $10.94 EPS.

Lincoln Electric (NASDAQ:LECO) last posted its earnings results on Thursday, October 30th. The industrial products company reported $2.47 EPS for the quarter, beating the consensus estimate of $2.39 by $0.08. Lincoln Electric had a return on equity of 39.79% and a net margin of 12.27%.The company had revenue of $1.06 billion for the quarter, compared to the consensus estimate of $1.05 billion. During the same quarter in the prior year, the business earned $2.14 earnings per share. The firm’s revenue for the quarter was up 7.8% on a year-over-year basis.

A number of other brokerages also recently issued reports on LECO. Wall Street Zen raised Lincoln Electric from a “buy” rating to a “strong-buy” rating in a research report on Saturday, October 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Lincoln Electric in a research report on Wednesday, October 8th. Barclays raised their target price on Lincoln Electric from $235.00 to $260.00 and gave the stock an “overweight” rating in a research report on Monday, October 20th. Stifel Nicolaus raised their target price on Lincoln Electric from $250.00 to $265.00 and gave the stock a “hold” rating in a research report on Friday. Finally, KeyCorp raised their target price on Lincoln Electric from $250.00 to $280.00 and gave the stock an “overweight” rating in a research report on Friday, August 1st. Five investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $247.00.

Lincoln Electric Trading Down 0.7%

Shares of NASDAQ:LECO opened at $234.45 on Monday. The company has a market capitalization of $12.94 billion, a P/E ratio of 26.34, a P/E/G ratio of 1.61 and a beta of 1.20. Lincoln Electric has a 1 year low of $161.11 and a 1 year high of $249.19. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.68 and a quick ratio of 1.08. The business’s 50 day simple moving average is $238.70 and its 200 day simple moving average is $219.53.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in LECO. Teacher Retirement System of Texas raised its position in shares of Lincoln Electric by 6.6% in the 1st quarter. Teacher Retirement System of Texas now owns 19,767 shares of the industrial products company’s stock worth $3,739,000 after acquiring an additional 1,231 shares in the last quarter. OneDigital Investment Advisors LLC grew its stake in shares of Lincoln Electric by 16.0% in the 1st quarter. OneDigital Investment Advisors LLC now owns 2,194 shares of the industrial products company’s stock valued at $415,000 after buying an additional 303 shares during the period. Crew Capital Management Ltd. grew its stake in shares of Lincoln Electric by 5.5% in the 1st quarter. Crew Capital Management Ltd. now owns 3,456 shares of the industrial products company’s stock valued at $654,000 after buying an additional 181 shares during the period. Envestnet Asset Management Inc. grew its stake in shares of Lincoln Electric by 0.3% in the 1st quarter. Envestnet Asset Management Inc. now owns 131,378 shares of the industrial products company’s stock valued at $24,851,000 after buying an additional 353 shares during the period. Finally, YANKCOM Partnership grew its stake in shares of Lincoln Electric by 12.2% in the 1st quarter. YANKCOM Partnership now owns 553 shares of the industrial products company’s stock valued at $105,000 after buying an additional 60 shares during the period. 79.61% of the stock is owned by institutional investors.

Insiders Place Their Bets

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

Lincoln Electric Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st will be given a $0.79 dividend. This is a boost from Lincoln Electric’s previous quarterly dividend of $0.75. The ex-dividend date of this dividend 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 33.83%.

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.