6,745 Shares in Lincoln Electric Holdings, Inc. $LECO Purchased by Caprock Group LLC

Caprock Group LLC acquired a new position in shares of Lincoln Electric Holdings, Inc. (NASDAQ:LECO) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 6,745 shares of the industrial products company’s stock, valued at approximately $1,637,000.

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

Wall Street Analysts Forecast Growth

Several analysts have weighed in on LECO shares. Morgan Stanley dropped their price objective on Lincoln Electric from $209.00 to $208.00 and set an “underweight” rating for the company in a report on Monday, January 12th. Roth Mkm reissued a “buy” rating and set a $297.00 price target (up from $285.00) on shares of Lincoln Electric in a research note on Tuesday, February 3rd. Barclays increased their price objective on shares of Lincoln Electric from $280.00 to $310.00 and gave the company an “overweight” rating in a report on Friday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Lincoln Electric in a report on Thursday, January 22nd. Finally, Zacks Research downgraded Lincoln Electric from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 4th. Five analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Lincoln Electric has an average rating of “Moderate Buy” and a consensus price target of $297.50.

Lincoln Electric Price Performance

Shares of LECO stock opened at $293.68 on Friday. The company has a quick ratio of 1.07, a current ratio of 1.82 and a debt-to-equity ratio of 0.78. Lincoln Electric Holdings, Inc. has a 12-month low of $161.11 and a 12-month high of $310.00. The firm has a fifty day moving average of $257.82 and a 200-day moving average of $244.27. The firm has a market capitalization of $16.16 billion, a price-to-earnings ratio of 31.51, a price-to-earnings-growth ratio of 1.85 and a beta of 1.26.

Lincoln Electric (NASDAQ:LECO) last posted 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. 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 company’s revenue was up 5.5% on a year-over-year basis. During the same period in the previous year, the firm earned $2.57 earnings per share. On average, equities research analysts forecast that Lincoln Electric Holdings, Inc. will post 9.36 earnings per share for the current year.

Trending Headlines about 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

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.