Lincoln Electric Holdings, Inc. $LECO Shares Sold by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. lessened its position in Lincoln Electric Holdings, Inc. (NASDAQ:LECO) by 6.6% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 121,868 shares of the industrial products company’s stock after selling 8,652 shares during the period. Envestnet Asset Management Inc. owned approximately 0.22% of Lincoln Electric worth $28,740,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of LECO. Panagora Asset Management Inc. increased its stake in shares of Lincoln Electric by 3.9% in the second quarter. Panagora Asset Management Inc. now owns 1,156 shares of the industrial products company’s stock valued at $240,000 after purchasing an additional 43 shares during the period. Kera Capital Partners Inc. increased its position in Lincoln Electric by 2.8% in the 3rd quarter. Kera Capital Partners Inc. now owns 1,692 shares of the industrial products company’s stock valued at $399,000 after acquiring an additional 46 shares during the period. Advisors Asset Management Inc. raised its stake in Lincoln Electric by 2.8% during the 2nd quarter. Advisors Asset Management Inc. now owns 1,752 shares of the industrial products company’s stock valued at $363,000 after acquiring an additional 47 shares in the last quarter. YANKCOM Partnership boosted its position in Lincoln Electric by 8.7% during the 2nd quarter. YANKCOM Partnership now owns 601 shares of the industrial products company’s stock worth $125,000 after acquiring an additional 48 shares during the period. Finally, Ballentine Partners LLC grew its stake in shares of Lincoln Electric by 2.6% in the third quarter. Ballentine Partners LLC now owns 1,992 shares of the industrial products company’s stock worth $470,000 after purchasing an additional 51 shares in the last quarter. 79.61% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Lincoln Electric

Here are the key news stories impacting Lincoln Electric this week:

• Positive Sentiment: Quarterly EPS topped expectations — adjusted EPS came in above consensus (reported $2.65 vs. ~$2.53 expected), which is the primary bullish driver. Lincoln Electric Holdings (LECO) Tops Q4 Earnings Estimates
• Positive Sentiment: Underlying profitability remains strong — the company reported solid margins and a high return on equity, indicators investors reward for operational efficiency. Lincoln Electric stock page
• Neutral Sentiment: Revenue grew year-over-year (~+5.5%) but slightly missed consensus ($1.08B reported vs. ~$1.09B expected), which tempers the EPS beat and explains some mixed reactions. Lincoln Electric misses Q4 CY2025 sales expectations
• Neutral Sentiment: Earnings call and transcript provide color on demand, mix and outlook — analysts and investors will be parsing management’s commentary for signs on end-market momentum and FY guidance. LECO Q4 2025 Earnings Call Transcript
• Negative Sentiment: GAAP results were reduced by special items — the quarter includes after-tax charges (~$10.6M, ~$0.20 per share) that lowered GAAP EPS versus adjusted figures, a factor some investors view as a quality-of-earnings concern. Lincoln Electric Reports Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Valuation and momentum considerations — the stock trades at a premium multiple and near its 1-year high, so upside may be limited absent stronger revenue/guidance beats. Lincoln Electric stock page

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. Stifel Nicolaus lifted their price objective on shares of Lincoln Electric from $252.00 to $253.00 and gave the company a “hold” rating in a research note on Friday, January 23rd. Weiss Ratings restated a “buy (b-)” rating on shares of Lincoln Electric in a research report on Thursday, January 22nd. Zacks Research lowered shares of Lincoln Electric from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Morgan Stanley decreased their price objective on shares of Lincoln Electric from $209.00 to $208.00 and set an “underweight” rating for the company in a report on Monday, January 12th. Finally, Roth Mkm reissued a “buy” rating and set a $297.00 target price (up previously from $285.00) on shares of Lincoln Electric in a report on Tuesday, February 3rd. Five investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Lincoln Electric presently has a consensus rating of “Moderate Buy” and an average target price of $255.00.

Lincoln Electric Trading Up 1.9%

Lincoln Electric stock opened at $296.14 on Friday. The firm has a market cap of $16.30 billion, a price-to-earnings ratio of 31.71, a price-to-earnings-growth ratio of 1.81 and a beta of 1.26. Lincoln Electric Holdings, Inc. has a 1 year low of $161.11 and a 1 year high of $310.00. The firm’s 50 day moving average price is $256.86 and its two-hundred day moving average price is $243.80. The company has a debt-to-equity ratio of 0.81, a quick ratio of 1.07 and a current ratio of 1.71.

Lincoln Electric (NASDAQ:LECO) last released its quarterly earnings data on Thursday, February 12th. The industrial products company reported $2.65 earnings per share for the quarter, topping the consensus estimate of $2.53 by $0.12. The business had revenue of $1.08 billion during the quarter, compared to analyst estimates of $1.09 billion. Lincoln Electric had a return on equity of 40.33% and a net margin of 12.56%.The company’s revenue was up 5.5% compared to the same quarter last year. During the same period last year, the company posted $2.57 EPS. On average, research analysts predict that Lincoln Electric Holdings, Inc. will post 9.36 EPS for the current fiscal year.

Lincoln Electric Profile

Lincoln Electric Holdings, Inc (NASDAQ: LECO) is a global manufacturer and distributor of welding products, robotic welding systems, plasma and oxyfuel cutting equipment, and surface treatment systems. The company’s portfolio encompasses welding consumables such as electrodes and wires, as well as power sources, torches, and automated welding cells. Lincoln Electric also offers software solutions and training services designed to optimize productivity and quality in fabrication and manufacturing operations.

Founded in 1895 by John C.