Zacks Research Has Bullish Forecast for LECO Q1 Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Investment analysts at Zacks Research raised their Q1 2025 earnings per share estimates for shares of Lincoln Electric in a research report issued to clients and investors on Thursday, February 27th. Zacks Research analyst M. Das now forecasts that the industrial products company will post earnings per share of $2.15 for the quarter, up from their prior forecast of $2.10. 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 Q4 2025 earnings at $2.43 EPS, FY2025 earnings at $9.15 EPS, Q1 2026 earnings at $2.21 EPS, Q4 2026 earnings at $2.53 EPS, FY2026 earnings at $9.67 EPS and FY2027 earnings at $10.34 EPS.

Lincoln Electric (NASDAQ:LECO) last posted its quarterly earnings data on Thursday, February 13th. The industrial products company reported $2.57 earnings per share for the quarter, topping analysts’ consensus estimates of $2.03 by $0.54. Lincoln Electric had a return on equity of 40.19% and a net margin of 11.63%. The company had revenue of $1.02 billion during the quarter, compared to analysts’ expectations of $995.94 million.

Several other analysts have also recently commented on the company. Stifel Nicolaus reduced their price target on Lincoln Electric from $216.00 to $211.00 and set a “hold” rating for the company in a report on Friday, January 24th. KeyCorp raised their price target on Lincoln Electric from $230.00 to $245.00 and gave the company an “overweight” rating in a report on Friday, February 14th. StockNews.com raised Lincoln Electric from a “hold” rating to a “buy” rating in a report on Wednesday, December 4th. Finally, Barclays lifted their price objective on Lincoln Electric from $220.00 to $235.00 and gave the stock an “overweight” rating in a report on Tuesday, February 18th. Two analysts have rated the stock with a hold rating and five have issued a buy rating to the company. According to data from MarketBeat, Lincoln Electric presently has a consensus rating of “Moderate Buy” and an average target price of $233.60.

Lincoln Electric Stock Up 0.7 %

LECO opened at $206.69 on Friday. The company has a debt-to-equity ratio of 0.87, a current ratio of 1.87 and a quick ratio of 1.25. The business has a 50 day simple moving average of $195.90 and a 200-day simple moving average of $196.79. The stock has a market capitalization of $11.66 billion, a P/E ratio of 25.36, a P/E/G ratio of 1.51 and a beta of 1.18. Lincoln Electric has a 12 month low of $169.51 and a 12 month high of $261.13.

Hedge Funds Weigh In On Lincoln Electric

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Norges Bank purchased a new stake in Lincoln Electric during the 4th quarter worth $307,344,000. Champlain Investment Partners LLC bought a new stake in shares of Lincoln Electric in the 4th quarter worth about $110,062,000. Victory Capital Management Inc. increased its position in shares of Lincoln Electric by 81.9% in the 3rd quarter. Victory Capital Management Inc. now owns 1,097,965 shares of the industrial products company’s stock worth $210,831,000 after purchasing an additional 494,464 shares during the last quarter. Raymond James Financial Inc. acquired a new position in shares of Lincoln Electric in the 4th quarter valued at about $92,117,000. Finally, Balyasny Asset Management L.P. boosted its holdings in shares of Lincoln Electric by 15,932.5% in the 4th quarter. Balyasny Asset Management L.P. now owns 336,682 shares of the industrial products company’s stock valued at $63,118,000 after buying an additional 334,582 shares during the period. Institutional investors and hedge funds own 79.61% of the company’s stock.

Insider Buying and Selling

In related news, CEO Steven B. Hedlund sold 21,054 shares of Lincoln Electric stock in a transaction on 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 transaction, the chief executive officer now owns 54,660 shares in the company, valued at approximately $11,777,590.20. The trade was a 27.81 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 2.63% of the company’s stock.

Lincoln Electric Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 15th. Stockholders of record on Monday, March 31st will be paid a dividend of $0.75 per share. The ex-dividend date is Monday, March 31st. This represents a $3.00 annualized dividend and a dividend yield of 1.45%. Lincoln Electric’s dividend payout ratio is presently 36.81%.

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.