Lear (NYSE:LEA) Price Target Lowered to $126.00 at Wells Fargo & Company

Lear (NYSE:LEA) had its price target trimmed by Wells Fargo & Company from $131.00 to $126.00 in a report published on Tuesday,Benzinga reports. The firm currently has an equal weight rating on the auto parts company’s stock.

LEA has been the subject of several other reports. Citigroup upped their price objective on shares of Lear from $146.00 to $177.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Wall Street Zen upgraded shares of Lear from a “buy” rating to a “strong-buy” rating in a report on Friday, January 23rd. Weiss Ratings reissued a “hold (c)” rating on shares of Lear in a research report on Thursday, January 22nd. UBS Group upped their price target on shares of Lear from $135.00 to $145.00 and gave the company a “neutral” rating in a report on Thursday, February 5th. Finally, Benchmark began coverage on Lear in a research report on Thursday, February 19th. They issued a “buy” rating and a $170.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $137.58.

Lear Stock Up 3.9%

Shares of LEA stock opened at $120.95 on Tuesday. The stock’s 50 day simple moving average is $125.32 and its 200 day simple moving average is $114.62. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.05 and a current ratio of 1.35. Lear has a twelve month low of $73.85 and a twelve month high of $142.84. The company has a market capitalization of $6.14 billion, a price-to-earnings ratio of 14.84, a PEG ratio of 0.84 and a beta of 1.26.

Lear (NYSE:LEA) last announced its earnings results on Wednesday, February 4th. The auto parts company reported $3.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.67 by $0.74. Lear had a return on equity of 13.40% and a net margin of 1.88%.The firm had revenue of $5.99 billion during the quarter, compared to analysts’ expectations of $5.78 billion. During the same quarter in the prior year, the business earned $2.94 earnings per share. The company’s revenue was up 4.8% on a year-over-year basis. As a group, research analysts predict that Lear will post 12.89 EPS for the current year.

Lear Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Thursday, March 5th were paid a dividend of $0.77 per share. This represents a $3.08 annualized dividend and a yield of 2.5%. The ex-dividend date was Thursday, March 5th. Lear’s dividend payout ratio is presently 37.79%.

Insider Activity at Lear

In other news, SVP Harry Albert Kemp sold 7,000 shares of the business’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $136.31, for a total transaction of $954,170.00. Following the transaction, the senior vice president owned 17,423 shares in the company, valued at approximately $2,374,929.13. The trade was a 28.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Alicia J. Davis sold 6,630 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $132.98, for a total transaction of $881,657.40. Following the transaction, the senior vice president directly owned 9,972 shares of the company’s stock, valued at $1,326,076.56. This represents a 39.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 25,264 shares of company stock valued at $3,400,687 in the last quarter. Company insiders own 0.91% of the company’s stock.

Institutional Investors Weigh In On Lear

A number of institutional investors have recently added to or reduced their stakes in LEA. Rockefeller Capital Management L.P. raised its holdings in Lear by 57.4% in the 4th quarter. Rockefeller Capital Management L.P. now owns 576 shares of the auto parts company’s stock valued at $66,000 after acquiring an additional 210 shares in the last quarter. Corient Private Wealth LLC grew its holdings in shares of Lear by 3.1% during the 4th quarter. Corient Private Wealth LLC now owns 15,937 shares of the auto parts company’s stock worth $1,827,000 after purchasing an additional 481 shares in the last quarter. DGS Capital Management LLC grew its holdings in shares of Lear by 26.9% during the 4th quarter. DGS Capital Management LLC now owns 4,656 shares of the auto parts company’s stock worth $534,000 after purchasing an additional 987 shares in the last quarter. Pacer Advisors Inc. increased its position in shares of Lear by 220.9% during the fourth quarter. Pacer Advisors Inc. now owns 258,063 shares of the auto parts company’s stock valued at $29,574,000 after purchasing an additional 177,632 shares during the period. Finally, Compound Planning Inc. bought a new stake in shares of Lear during the fourth quarter valued at approximately $230,000. 97.04% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Lear

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Zacks publishes a bullish value-angle writeup on Lear, highlighting its attractive valuation metrics and arguing LEA looks like a strong value stock for investors seeking a mix of income and cyclical recovery exposure. This type of coverage can draw value-oriented buyers. Here’s Why Lear (LEA) is a Strong Value Stock
• Positive Sentiment: Lear’s strong FY results earlier this year (quarterly EPS beat and revenue beat in the February release) remain in investor memory and support the case for continued upside as market participants rotate into beaten-down cyclicals with improving fundamentals.
• Positive Sentiment: Lear set the date for its Q1 2026 earnings conference call (May 1, 2026). A confirmed call date increases transparency and may boost near-term trading interest as investors position ahead of results. Lear Announces Date for First Quarter 2026 Earnings Conference Call
• Neutral Sentiment: Brokerage consensus remains cautious: a recent survey shows an average “Hold” rating from analysts, keeping expectations moderate rather than bullish or bearish. That tends to limit large momentum moves in either direction. Lear Corporation Given Average Rating of “Hold” by Brokerages
• Neutral Sentiment: Separately, a press piece from Lear Capital (a different firm focused on precious metals) released an educational brief on gold market volatility — not related to Lear Corporation’s auto-parts business, so unlikely to materially affect LEA. Lear Capital Releases Educational Brief to Help Investors Interpret Gold Market Volatility
• Neutral Sentiment: Broad market commentary (e.g., calls for calm from high‑profile investors around geopolitical-driven volatility) is providing mixed sentiment; it can support risk-on buying when perceived as stabilizing, but is not specific to Lear. Kevin O’Leary urges Americans to stop panicking about Trump, oil and Iran. Prepare for ‘huge’ opportunities
• Negative Sentiment: Wells Fargo trimmed its price target on LEA from $131 to $126 and kept an “Equal Weight” rating. A lowered target from a major firm can cap upside and weigh on sentiment, especially among institutional holders watching analyst guidance. Wells Fargo Lowers Lear Price Target

Lear Company Profile

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.