Zacks Research Issues Optimistic Estimate for LECO Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Equities research analysts at Zacks Research upped their Q3 2026 earnings per share estimates for Lincoln Electric in a research note issued on Wednesday, April 1st. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $2.65 for the quarter, up from their previous forecast of $2.63. 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 Q2 2027 earnings at $2.96 EPS, Q3 2027 earnings at $2.92 EPS, Q4 2027 earnings at $2.93 EPS, FY2027 earnings at $11.39 EPS, Q1 2028 earnings at $2.73 EPS and FY2028 earnings at $11.84 EPS.

Lincoln Electric (NASDAQ:LECO) last issued its quarterly earnings results on Thursday, February 12th. The industrial products company reported $2.65 EPS for the quarter, topping the consensus estimate of $2.53 by $0.12. The firm had revenue of $1.08 billion during the quarter, compared to analysts’ expectations of $1.09 billion. Lincoln Electric had a return on equity of 39.35% and a net margin of 12.30%.The firm’s revenue for the quarter was up 5.5% on a year-over-year basis. During the same period in the previous year, the business earned $2.57 earnings per share.

LECO has been the subject of a number of other reports. Stifel Nicolaus increased their target price on shares of Lincoln Electric from $253.00 to $300.00 and gave the company a “hold” rating in a research report on Friday, February 13th. Barclays lowered their price target on shares of Lincoln Electric from $310.00 to $280.00 and set an “overweight” rating on the stock in a research report on Wednesday. Morgan Stanley increased their price objective on shares of Lincoln Electric from $240.00 to $247.00 and gave the company an “underweight” rating in a report on Monday. Weiss Ratings lowered shares of Lincoln Electric from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday. Finally, Wall Street Zen cut Lincoln Electric from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Four research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Lincoln Electric has an average rating of “Hold” and an average price target of $296.29.

Lincoln Electric Trading Down 2.4%

Shares of LECO opened at $243.67 on Thursday. Lincoln Electric has a 52-week low of $161.11 and a 52-week high of $310.00. The company has a quick ratio of 1.16, a current ratio of 1.82 and a debt-to-equity ratio of 0.78. The firm’s fifty day moving average is $271.07 and its two-hundred day moving average is $250.59. The stock has a market cap of $13.36 billion, a PE ratio of 26.14, a price-to-earnings-growth ratio of 1.55 and a beta of 1.28.

Lincoln Electric Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be paid a dividend of $0.79 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $3.16 dividend on an annualized basis and a yield of 1.3%. Lincoln Electric’s payout ratio is 33.91%.

Hedge Funds Weigh In On Lincoln Electric

Several institutional investors and hedge funds have recently bought and sold shares of the company. Quent Capital LLC acquired a new stake in shares of Lincoln Electric during the 3rd quarter worth approximately $27,000. Frazier Financial Advisors LLC lifted its holdings in Lincoln Electric by 3,700.0% in the third quarter. Frazier Financial Advisors LLC now owns 114 shares of the industrial products company’s stock valued at $27,000 after acquiring an additional 111 shares during the last quarter. Elyxium Wealth LLC purchased a new position in Lincoln Electric in the fourth quarter worth approximately $27,000. Root Financial Partners LLC purchased a new position in Lincoln Electric in the third quarter worth approximately $31,000. Finally, Summit Securities Group LLC acquired a new stake in Lincoln Electric during the fourth quarter worth $46,000. 79.61% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Lincoln Electric

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

• Positive Sentiment: Zacks Research raised multiple near‑term and multi‑year EPS forecasts for Lincoln Electric (several quarter raises and FY2027 → $11.39, FY2028 → $11.84), which supports a higher earnings trajectory and is a constructive fundamental signal.
• Positive Sentiment: Morgan Stanley published bullish research forecasting strong price appreciation for LECO, reinforcing demand from some institutional investors. Morgan Stanley Forecasts Strong Price Appreciation for Lincoln Electric (Article)
• Neutral Sentiment: Lincoln Electric scheduled its Q1 2026 earnings webcast for April 30 (10:00 AM ET) — a date investors will watch for updated guidance and commentary that could move the stock. Lincoln Electric Schedules Webcast for First Quarter 2026 Results
• Negative Sentiment: Jefferies downgraded LECO to a Hold, which can trigger selling from investors who follow that house view. Jefferies downgrades Lincoln Electric Holdings (LECO)
• Negative Sentiment: Barclays cut its price target from $310 to $280 (still an overweight rating). The lower target reduces near‑term upside implied by that broker and may weigh on sentiment despite the maintained positive rating. Barclays Lowers Price Target for Lincoln Electric

About Lincoln Electric

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.