Seaport Res Ptn Cuts Earnings Estimates for Lincoln Electric

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Analysts at Seaport Res Ptn lowered their Q4 2025 earnings estimates for Lincoln Electric in a report released on Monday, May 12th. Seaport Res Ptn analyst W. Liptak now expects that the industrial products company will earn $2.49 per share for the quarter, down from their prior forecast of $2.69. The consensus estimate for Lincoln Electric’s current full-year earnings is $9.36 per share.

Lincoln Electric (NASDAQ:LECO) last released its quarterly earnings data on Wednesday, April 30th. The industrial products company reported $2.16 earnings per share for the quarter, missing the consensus estimate of $2.22 by ($0.06). The company had revenue of $365.45 million during the quarter, compared to analyst estimates of $974.39 million. Lincoln Electric had a net margin of 11.63% and a return on equity of 40.19%. The firm’s quarterly revenue was up 2.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.23 EPS.

A number of other research analysts also recently commented on the company. Morgan Stanley boosted their target price on Lincoln Electric from $179.00 to $180.00 and gave the company an “underweight” rating in a research note on Tuesday, May 6th. KeyCorp reduced their target price on shares of Lincoln Electric from $245.00 to $225.00 and set an “overweight” rating for the company in a research note on Thursday, May 1st. StockNews.com raised shares of Lincoln Electric from a “hold” rating to a “buy” rating in a research report on Friday, April 25th. Robert W. Baird reduced their price target on Lincoln Electric from $242.00 to $212.00 and set an “outperform” rating for the company in a research report on Thursday, May 1st. Finally, Stifel Nicolaus increased their price objective on Lincoln Electric from $178.00 to $180.00 and gave the company a “hold” rating in a report on Thursday, May 1st. One research analyst has rated the stock with a sell rating, one has given a hold rating and five have issued a buy rating to the company’s stock. According to MarketBeat.com, Lincoln Electric has an average rating of “Moderate Buy” and an average price target of $216.17.

Lincoln Electric Trading Up 0.3%

NASDAQ LECO opened at $195.57 on Wednesday. The company has a current ratio of 1.87, a quick ratio of 1.25 and a debt-to-equity ratio of 0.87. Lincoln Electric has a 1-year low of $161.11 and a 1-year high of $233.17. The firm’s fifty day simple moving average is $185.34 and its 200-day simple moving average is $195.57. The company has a market capitalization of $10.92 billion, a PE ratio of 24.00, a price-to-earnings-growth ratio of 1.51 and a beta of 1.18.

Lincoln Electric Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 15th. Shareholders of record on Monday, June 30th will be given a dividend of $0.75 per share. This represents a $3.00 dividend on an annualized basis and a yield of 1.53%. The ex-dividend date of this dividend is Monday, June 30th. Lincoln Electric’s dividend payout ratio is 36.99%.

Insider Buying and Selling at Lincoln Electric

In other news, CEO Steven B. Hedlund sold 21,054 shares of the company’s stock in a transaction dated Wednesday, February 19th. The shares were sold at an average price of $215.47, for a total transaction of $4,536,505.38. Following the completion of the transaction, the chief executive officer now owns 54,660 shares of the company’s stock, valued at approximately $11,777,590.20. This represents a 27.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 2.63% of the company’s stock.

Hedge Funds Weigh In On Lincoln Electric

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Mizuho Bank Ltd. bought a new stake in shares of Lincoln Electric during the fourth quarter valued at approximately $30,000. Jones Financial Companies Lllp increased its holdings in Lincoln Electric by 255.1% in the 4th quarter. Jones Financial Companies Lllp now owns 174 shares of the industrial products company’s stock valued at $33,000 after buying an additional 125 shares during the period. V Square Quantitative Management LLC raised its stake in shares of Lincoln Electric by 54.1% in the 4th quarter. V Square Quantitative Management LLC now owns 299 shares of the industrial products company’s stock valued at $56,000 after buying an additional 105 shares in the last quarter. Brooklyn Investment Group lifted its holdings in shares of Lincoln Electric by 279.6% during the 1st quarter. Brooklyn Investment Group now owns 353 shares of the industrial products company’s stock worth $67,000 after acquiring an additional 260 shares during the period. Finally, Wood Tarver Financial Group LLC acquired a new stake in shares of Lincoln Electric during the 4th quarter valued at about $68,000. 79.61% of the stock is currently owned by institutional investors.

Lincoln Electric Company Profile

Lincoln Electric Holdings, Inc, through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products worldwide. The company operates through three segments: Americas Welding, International Welding, and The Harris Products Group. It offers brazing and soldering filler metals, arc welding equipment, plasma and oxyfuel cutting systems, wire feeding systems, fume control equipment, welding accessories, and specialty gas regulators, and education solutions, as well as a portfolio of automated solutions for joining, cutting, material handling, module assembly, and end of line testing, as well as involved in brazing and soldering alloys, and in the retail business in the United States.