Zacks Research Has Bearish Estimate for LECO Q2 Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Zacks Research lowered their Q2 2025 earnings per share estimates for shares of Lincoln Electric in a research report issued on Wednesday, May 14th. Zacks Research analyst M. Das now forecasts that the industrial products company will post earnings per share of $2.29 for the quarter, down from their previous estimate of $2.33. 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 Q3 2025 earnings at $2.18 EPS, Q4 2025 earnings at $2.34 EPS, FY2025 earnings at $8.97 EPS, Q2 2026 earnings at $2.49 EPS, Q3 2026 earnings at $2.41 EPS, Q4 2026 earnings at $2.52 EPS, FY2026 earnings at $9.74 EPS and FY2027 earnings at $10.16 EPS.

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

Lincoln Electric Trading Up 1.1%

LECO opened at $197.92 on Friday. The company has a fifty day moving average price of $185.23 and a two-hundred day moving average price of $195.58. Lincoln Electric has a 1-year low of $161.11 and a 1-year high of $229.12. The company has a market cap of $11.05 billion, a P/E ratio of 24.28, a price-to-earnings-growth ratio of 1.51 and a beta of 1.18. 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 (NASDAQ:LECO) last announced its quarterly earnings data on Wednesday, April 30th. The industrial products company reported $2.16 EPS for the quarter, missing the consensus estimate of $2.22 by ($0.06). The company had revenue of $365.45 million for the quarter, compared to analyst estimates of $974.39 million. Lincoln Electric had a return on equity of 40.19% and a net margin of 11.63%. The business’s quarterly revenue was up 2.4% compared to the same quarter last year. During the same period last year, the business earned $2.23 EPS.

Lincoln Electric Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 15th. Stockholders of record on Monday, June 30th will be paid a $0.75 dividend. The ex-dividend date is Monday, June 30th. This represents a $3.00 annualized dividend and a dividend yield of 1.52%. Lincoln Electric’s payout ratio is 36.99%.

Insider Activity

In related news, CEO Steven B. Hedlund sold 21,054 shares of Lincoln Electric stock in a transaction on Wednesday, February 19th. The stock was sold at an average price of $215.47, for a total transaction of $4,536,505.38. Following the sale, the chief executive officer now directly owns 54,660 shares in the company, valued at approximately $11,777,590.20. This trade represents a 27.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 2.63% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Lincoln Electric

Several large investors have recently made changes to their positions in LECO. PNC Financial Services Group Inc. grew its position in Lincoln Electric by 0.3% during the fourth quarter. PNC Financial Services Group Inc. now owns 21,199 shares of the industrial products company’s stock valued at $3,974,000 after buying an additional 53 shares during the period. Fifth Third Bancorp boosted its stake in Lincoln Electric by 3.2% in the fourth quarter. Fifth Third Bancorp now owns 1,737 shares of the industrial products company’s stock valued at $326,000 after acquiring an additional 54 shares during the last quarter. Alliance Wealth Advisors LLC UT increased its stake in shares of Lincoln Electric by 1.7% during the 1st quarter. Alliance Wealth Advisors LLC UT now owns 3,208 shares of the industrial products company’s stock worth $607,000 after purchasing an additional 54 shares during the last quarter. IFP Advisors Inc increased its stake in shares of Lincoln Electric by 7.5% during the 4th quarter. IFP Advisors Inc now owns 806 shares of the industrial products company’s stock worth $151,000 after purchasing an additional 56 shares during the last quarter. Finally, YANKCOM Partnership raised its holdings in shares of Lincoln Electric by 12.2% in the 1st quarter. YANKCOM Partnership now owns 553 shares of the industrial products company’s stock worth $105,000 after purchasing an additional 60 shares during the period. 79.61% of the stock is owned by hedge funds and other 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.