Lear Corporation (NYSE:LEA) Receives $134.92 Consensus Price Target from Analysts

Shares of Lear Corporation (NYSE:LEA) have been assigned an average rating of “Hold” from the fifteen research firms that are currently covering the firm, MarketBeat Ratings reports. Eleven research analysts have rated the stock with a hold recommendation, three have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year price objective among brokers that have issued ratings on the stock in the last year is $134.9231.

LEA has been the subject of several recent research reports. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $120.00 price target on shares of Lear in a research report on Friday, April 17th. Wells Fargo & Company reduced their price objective on Lear from $131.00 to $126.00 and set an “equal weight” rating on the stock in a research report on Tuesday, March 31st. Morgan Stanley increased their price objective on Lear from $112.00 to $123.00 and gave the company an “equal weight” rating in a research note on Thursday, February 5th. Royal Bank Of Canada started coverage on Lear in a research report on Thursday, March 12th. They set a “sector perform” rating and a $135.00 price objective for the company. Finally, Bank of America began coverage on shares of Lear in a research note on Wednesday, March 4th. They issued a “neutral” rating for the company.

Key Lear News

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Strong reported results and analyst outlook — Lear’s most recent quarterly report (Feb. 4) beat consensus (Q4 EPS $3.41 vs. $2.67 est.) and revenue topped estimates; revenue was up ~4.8% year‑over‑year and analysts project robust full‑year EPS. LEA stock
• Neutral Sentiment: Analyst/sector positioning — Zacks includes Lear among several auto suppliers likely to beat Q1 results, which supports expectations for another positive earnings print but also keeps the stock tied to broader auto cycle news and peer results. 4 Auto Companies Likely to Beat Earnings Expectations in Q1
• Neutral Sentiment: Technical/financial context — LEA sits above its 50‑day and 200‑day moving averages (50‑day ~$123.52; 200‑day ~$117.43) and trades well above its 12‑month low; valuation is moderate (P/E ~15.4, PEG ~0.82), which could limit upside if growth slows.
• Negative Sentiment: Intraday weakness and margin concerns — The stock is down today with volume running higher than average, suggesting profit‑taking or sector rotation; Lear’s net margin remains slim (~1.9%), leaving results vulnerable to commodity, supply‑chain or demand swings that could pressure forward guidance.

Lear Stock Down 2.1%

Shares of NYSE LEA opened at $125.67 on Friday. The firm’s 50-day moving average is $123.52 and its two-hundred day moving average is $117.43. The company has a market capitalization of $6.36 billion, a PE ratio of 15.42, a price-to-earnings-growth ratio of 0.82 and a beta of 1.24. Lear has a 12-month low of $82.88 and a 12-month high of $142.84. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.35 and a quick ratio of 1.05.

Lear (NYSE:LEA) last issued its quarterly earnings data on Wednesday, February 4th. The auto parts company reported $3.41 earnings per share for the quarter, topping analysts’ consensus estimates of $2.67 by $0.74. Lear had a net margin of 1.88% and a return on equity of 13.40%. The business had revenue of $5.99 billion during the quarter, compared to analysts’ expectations of $5.78 billion. During the same period last year, the company posted $2.94 EPS. The company’s revenue was up 4.8% on a year-over-year basis. Equities analysts anticipate that Lear will post 14.21 EPS for the current fiscal year.

Lear Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, March 25th. Stockholders of record on Thursday, March 5th were given a $0.77 dividend. This represents a $3.08 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend was Thursday, March 5th. Lear’s payout ratio is currently 37.79%.

Insider Activity

In other Lear news, VP Marianne Vidershain sold 1,590 shares of the business’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $135.00, for a total value of $214,650.00. Following the completion of the transaction, the vice president directly owned 1,862 shares in the company, valued at approximately $251,370. The trade was a 46.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Harry Albert Kemp sold 7,000 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $136.31, for a total value of $954,170.00. Following the transaction, the senior vice president directly owned 17,423 shares in the company, valued at approximately $2,374,929.13. This represents a 28.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 25,264 shares of company stock worth $3,400,687. 1.02% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Lear

Several large investors have recently added to or reduced their stakes in LEA. Altshuler Shaham Ltd purchased a new stake in Lear in the 4th quarter valued at about $25,000. WealthCollab LLC purchased a new position in shares of Lear during the 2nd quarter worth about $28,000. Los Angeles Capital Management LLC acquired a new stake in shares of Lear in the fourth quarter worth approximately $30,000. Allworth Financial LP boosted its position in shares of Lear by 62.6% in the third quarter. Allworth Financial LP now owns 309 shares of the auto parts company’s stock worth $31,000 after acquiring an additional 119 shares during the last quarter. Finally, Global Retirement Partners LLC grew its holdings in Lear by 942.3% in the fourth quarter. Global Retirement Partners LLC now owns 271 shares of the auto parts company’s stock valued at $31,000 after purchasing an additional 245 shares during the period. 97.04% of the stock is currently owned by hedge funds and other institutional investors.

About Lear

Lear Corporation (NYSE: LEA) is a global supplier of automotive seating and electrical distribution systems. The company designs, engineers and manufactures complete seat systems, seat components and power solutions for major vehicle manufacturers. Its electrical business delivers modules and components for battery management, infotainment, body and safety electronics, as well as advanced connectivity and electrification solutions.

The seating division develops lightweight, ergonomic seat structures, trim and mechanisms that address comfort, safety and environmental targets.