Q1 EPS Estimate for Lincoln Electric Increased by Analyst

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Equities research analysts at Zacks Research upped their Q1 2026 earnings per share (EPS) estimates for Lincoln Electric in a note issued to investors on Wednesday, April 1st. Zacks Research analyst Team now anticipates that the industrial products company will post earnings per share of $2.40 for the quarter, up from their previous forecast of $2.35. 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 2026 earnings at $2.80 EPS, Q4 2026 earnings at $2.80 EPS, FY2026 earnings at $10.66 EPS and Q1 2027 earnings at $2.57 EPS.

Several other research analysts have also issued reports on LECO. Barclays cut their target price on shares of Lincoln Electric from $310.00 to $280.00 and set an “overweight” rating on the stock in a research note on Wednesday. Jefferies Financial Group reiterated a “hold” rating and set a $280.00 price objective (down from $350.00) on shares of Lincoln Electric in a report on Tuesday. Wall Street Zen cut shares of Lincoln Electric from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Roth Mkm restated a “buy” rating and issued a $297.00 target price (up from $285.00) on shares of Lincoln Electric in a research note on Tuesday, February 3rd. Finally, Stifel Nicolaus boosted their target price on Lincoln Electric from $253.00 to $300.00 and gave the company a “hold” rating in a research report on Friday, February 13th. Four analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $296.29.

Lincoln Electric Stock Performance

NASDAQ:LECO opened at $243.67 on Friday. The company has a fifty day moving average of $270.77 and a 200-day moving average of $250.64. The firm has a market capitalization of $13.36 billion, a P/E ratio of 26.14, a P/E/G ratio of 1.51 and a beta of 1.28. 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 has a twelve month low of $161.11 and a twelve month high of $310.00.

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

Lincoln Electric Announces Dividend

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

Institutional Trading of Lincoln Electric

Hedge funds have recently bought and sold shares of the business. Quent Capital LLC bought a new position in Lincoln Electric in the 3rd quarter valued at $27,000. Frazier Financial Advisors LLC raised its stake in shares of Lincoln Electric by 3,700.0% during the 3rd quarter. Frazier Financial Advisors LLC now owns 114 shares of the industrial products company’s stock worth $27,000 after purchasing an additional 111 shares during the period. Elyxium Wealth LLC bought a new stake in shares of Lincoln Electric during the 4th quarter worth $27,000. Root Financial Partners LLC purchased a new position in shares of Lincoln Electric in the 3rd quarter worth about $31,000. Finally, Summit Securities Group LLC purchased a new position in shares of Lincoln Electric in the 4th quarter worth about $46,000. 79.61% of the stock is currently owned by institutional investors.

Lincoln Electric News Roundup

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

• Positive Sentiment: Zacks Research raised numerous near‑ and multi‑year earnings estimates for LECO (Q1/Q2/Q3/Q4 and FY2026–FY2028 upgrades), including lifting FY2026 to $10.66, FY2027 to $11.39 and FY2028 to $11.84 — an analyst upgrade cycle that supports higher forward EPS expectations and could be bullish for the stock.
• Neutral Sentiment: Lincoln Electric scheduled its Q1 2026 earnings webcast for April 30, 2026 (10:00am ET) — a near‑term catalyst where management guidance and margin commentary could move the shares. Lincoln Electric Schedules Webcast for First Quarter 2026 Results
• Neutral Sentiment: Jefferies assigned a Hold rating on LECO — a neutral signal that may cap upside expectations relative to Buy ratings and contribute to muted near‑term trading. Lincoln Electric (NASDAQ:LECO) Earns Hold Rating from Jefferies Financial Group
• Negative Sentiment: Barclays lowered its expectations for Lincoln Electric’s stock price — a notable negative from a major bank that can weigh on investor sentiment and pressure share performance. Barclays Has Lowered Expectations for Lincoln Electric (NASDAQ:LECO) Stock Price
• Negative Sentiment: Yahoo Finance coverage highlights “mixed growth and cautious analyst tone,” signaling some doubt about the sustainability of growth and valuation — this cautious narrative may limit multiple expansion despite earnings upgrades. Is Mixed Growth And Cautious Analyst Tone Altering The Investment Case For Lincoln Electric (LECO)?

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.