Lincoln Electric Holdings, Inc. $LECO Shares Sold by ABN Amro Investment Solutions

ABN Amro Investment Solutions cut its holdings in Lincoln Electric Holdings, Inc. (NASDAQ:LECO) by 32.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,160 shares of the industrial products company’s stock after selling 6,790 shares during the period. ABN Amro Investment Solutions’ holdings in Lincoln Electric were worth $3,339,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. NewEdge Advisors LLC raised its position in shares of Lincoln Electric by 8.6% during the 1st quarter. NewEdge Advisors LLC now owns 2,477 shares of the industrial products company’s stock worth $468,000 after acquiring an additional 197 shares in the last quarter. Jones Financial Companies Lllp increased its stake in Lincoln Electric by 553.4% in the first quarter. Jones Financial Companies Lllp now owns 1,137 shares of the industrial products company’s stock valued at $215,000 after purchasing an additional 963 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in Lincoln Electric by 8.9% during the first quarter. Goldman Sachs Group Inc. now owns 362,561 shares of the industrial products company’s stock worth $68,582,000 after purchasing an additional 29,505 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Lincoln Electric by 8.7% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 137,540 shares of the industrial products company’s stock worth $26,017,000 after purchasing an additional 10,961 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its position in shares of Lincoln Electric by 980.8% during the 1st quarter. Geneos Wealth Management Inc. now owns 281 shares of the industrial products company’s stock worth $53,000 after buying an additional 255 shares during the last quarter. 79.61% of the stock is owned by institutional investors and hedge funds.

Lincoln Electric Stock Down 0.8%

LECO opened at $293.68 on Monday. The business has a 50 day moving average price of $257.82 and a two-hundred day moving average price of $244.55. Lincoln Electric Holdings, Inc. has a 52 week low of $161.11 and a 52 week high of $310.00. The company has a market cap of $16.16 billion, a PE ratio of 31.51, a P/E/G ratio of 1.83 and a beta of 1.26. The company has a quick ratio of 1.16, a current ratio of 1.82 and a debt-to-equity ratio of 0.78.

Lincoln Electric (NASDAQ:LECO) last released its earnings results on Thursday, February 12th. The industrial products company reported $2.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.53 by $0.12. Lincoln Electric had a return on equity of 39.35% and a net margin of 12.30%.The business had revenue of $1.08 billion for the quarter, compared to analyst estimates of $1.09 billion. During the same quarter in the previous year, the company posted $2.57 earnings per share. The company’s revenue for the quarter was up 5.5% compared to the same quarter last year. As a group, research analysts anticipate that Lincoln Electric Holdings, Inc. will post 9.36 EPS for the current year.

Key Headlines Impacting Lincoln Electric

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

• Positive Sentiment: Management laid out a clear long‑term target (over $6 billion in 2030 sales) tied to its RISE strategy, signaling structural revenue growth and scope for margin expansion over the next several years. Lincoln Electric targets over $6B in 2030 sales
• Positive Sentiment: Management emphasized automation and disciplined cost control as the drivers behind its guidance, which supports margin resilience even if volumes remain uneven. Investors looking for operating leverage may view this favorably. LECO Q4 Deep Dive: Automation and Cost Discipline
• Positive Sentiment: Reported results showed an EPS beat (company and several outlets report EPS above consensus) and management highlighted record revenue/EPS in the call — a signal of underlying profitability and strong return on equity. That supports valuations tied to earnings growth. LECO Q4 2025 Earnings Call Highlights
• Positive Sentiment: Several analyst pieces reiterate LECO as a long‑term growth story, pointing to RISE execution, recurring consumables revenue and aftermarket exposure as multi‑year tailwinds for sales and earnings. Why Lincoln Electric is a top growth stock
• Neutral Sentiment: Investors can read the full earnings transcript and slide deck for management detail on segmentation, working capital and buyback/capital allocation — useful for modeling but not news by itself. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue came in slightly below Street estimates (about $1.08B vs. ~$1.09B expected) and management flagged uneven volumes — factors that can trigger short‑term profit‑taking despite the EPS beat. Lincoln Electric misses Q4 sales expectations
• Negative Sentiment: GAAP results included special charges that reduced reported EPS versus adjusted figures; that can complicate headline comparisons and momentarily weigh sentiment. Company press release with Q4 results

Analyst Upgrades and Downgrades

LECO has been the topic of a number of recent analyst reports. Roth Mkm reaffirmed a “buy” rating and issued a $297.00 target price (up from $285.00) on shares of Lincoln Electric in a research report on Tuesday, February 3rd. Barclays upped their price objective on shares of Lincoln Electric from $280.00 to $310.00 and gave the company an “overweight” rating in a research note on Friday. Stifel Nicolaus lifted their target price on Lincoln Electric from $253.00 to $300.00 and gave the stock a “hold” rating in a research report on Friday. Weiss Ratings reissued a “buy (b-)” rating on shares of Lincoln Electric in a report on Thursday, January 22nd. Finally, Robert W. Baird set a $330.00 price target on Lincoln Electric in a research note on Friday. Five research 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’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $297.50.

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.