Focus Partners Advisor Solutions LLC Takes Position in Lincoln Electric Holdings, Inc. $LECO

Focus Partners Advisor Solutions LLC acquired a new stake in shares of Lincoln Electric Holdings, Inc. (NASDAQ:LECO) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 4,144 shares of the industrial products company’s stock, valued at approximately $1,100,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. NewEdge Advisors LLC raised its position in Lincoln Electric by 8.6% during the 1st quarter. NewEdge Advisors LLC now owns 2,477 shares of the industrial products company’s stock worth $468,000 after purchasing an additional 197 shares during the last quarter. Jones Financial Companies Lllp lifted its holdings in Lincoln Electric by 553.4% during the 1st quarter. Jones Financial Companies Lllp now owns 1,137 shares of the industrial products company’s stock worth $215,000 after buying an additional 963 shares during the period. Goldman Sachs Group Inc. grew its position 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 last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Lincoln Electric by 8.7% in 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 valued at $26,017,000 after buying an additional 10,961 shares during the period. Finally, Geneos Wealth Management Inc. increased its stake in shares of Lincoln Electric by 980.8% in the first quarter. Geneos Wealth Management Inc. now owns 281 shares of the industrial products company’s stock valued at $53,000 after buying an additional 255 shares during the period. Institutional investors own 79.61% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Barclays lifted their price objective on Lincoln Electric from $280.00 to $300.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 5th. Morgan Stanley raised shares of Lincoln Electric from an “underweight” rating to an “equal weight” rating and increased their target price for the company from $257.00 to $283.00 in a research report on Monday, August 10th. UBS Group began coverage on shares of Lincoln Electric in a research report on Monday, August 10th. They issued a “buy” rating and a $340.00 price target on the stock. Weiss Ratings raised shares of Lincoln Electric from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 10th. Finally, Stifel Nicolaus set a $275.00 price objective on shares of Lincoln Electric in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Lincoln Electric currently has a consensus rating of “Moderate Buy” and a consensus target price of $307.22.

Insider Activity at Lincoln Electric

In related news, EVP Michael J. Whitehead sold 845 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $274.81, for a total value of $232,214.45. Following the completion of the sale, the executive vice president directly owned 9,319 shares of the company’s stock, valued at $2,560,954.39. The trade was a 8.31% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 1.68% of the stock is currently owned by corporate insiders.

Lincoln Electric News Summary

Here are the key news stories impacting Lincoln Electric this week:

• Positive Sentiment: UBS upgraded LECO to “strong buy.” The rating upgrade provides a notable bullish signal and may be supporting investor demand for the industrial-products company. Ticker Report article
• Positive Sentiment: Zacks Research raised earnings forecasts across multiple periods. Estimates increased for third-quarter and fourth-quarter 2026 EPS to $2.71 and $2.81, respectively. Full-year 2026 EPS rose from $10.69 to $10.95, while FY2027 increased from $11.77 to $11.88 and FY2028 from $12.32 to $12.62. Several 2027 and 2028 quarterly estimates were also raised, reinforcing expectations for continued earnings growth. MarketBeat analyst estimates
• Positive Sentiment: Momentum indicators remain favorable. Zacks characterized Lincoln Electric as a strong momentum stock, which could attract growth and momentum-oriented investors. Zacks momentum analysis
• Neutral Sentiment: Investors are also evaluating changes in the Americas welding market and whether LECO’s valuation still offers upside after its recent advance. The issue may limit enthusiasm despite the bullish analyst actions. Yahoo Finance valuation and Americas welding analysis

Lincoln Electric Price Performance

Lincoln Electric stock opened at $286.87 on Monday. The stock has a market capitalization of $15.64 billion, a price-to-earnings ratio of 28.66, a PEG ratio of 1.72 and a beta of 1.20. Lincoln Electric Holdings, Inc. has a 52-week low of $216.22 and a 52-week high of $310.00. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.20 and a current ratio of 1.98. The stock’s 50 day moving average price is $263.85 and its two-hundred day moving average price is $265.31.

Lincoln Electric (NASDAQ:LECO) last released its earnings results on Thursday, July 30th. The industrial products company reported $2.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.81 by $0.12. The company had revenue of $1.22 billion for the quarter, compared to the consensus estimate of $1.17 billion. Lincoln Electric had a net margin of 12.35% and a return on equity of 39.23%. Lincoln Electric’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.60 EPS. On average, equities analysts predict that Lincoln Electric Holdings, Inc. will post 11.11 earnings per share for the current year.

Lincoln Electric Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th will be given a dividend of $0.79 per share. This represents a $3.16 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 30th. Lincoln Electric’s dividend payout ratio is 31.57%.

Lincoln Electric Company 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.