Zacks Research Issues Optimistic Outlook for LECO Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Research analysts at Zacks Research lifted their Q2 2025 earnings per share estimates for Lincoln Electric in a report issued on Monday, March 24th. Zacks Research analyst M. Das now expects that the industrial products company will earn $2.34 per share for the quarter, up from their prior forecast 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 $2.27 EPS and Q2 2026 earnings at $2.57 EPS.

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

Lincoln Electric Price Performance

Shares of NASDAQ LECO opened at $194.86 on Thursday. The stock has a market cap of $10.92 billion, a P/E ratio of 23.91, a P/E/G ratio of 1.51 and a beta of 1.18. Lincoln Electric has a twelve month low of $169.51 and a twelve month high of $258.55. The stock has a 50 day moving average of $198.76 and a two-hundred day moving average of $197.43. 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 results on Thursday, February 13th. The industrial products company reported $2.57 EPS for the quarter, topping the consensus estimate of $2.03 by $0.54. Lincoln Electric had a net margin of 11.63% and a return on equity of 40.19%. The firm had revenue of $1.02 billion for the quarter, compared to analyst estimates of $995.94 million.

Lincoln Electric Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 15th. Shareholders of record on Monday, March 31st will be given a $0.75 dividend. This represents a $3.00 annualized dividend and a yield of 1.54%. The ex-dividend date of this dividend is Monday, March 31st. Lincoln Electric’s payout ratio is 36.81%.

Insider Buying and Selling at Lincoln Electric

In other news, CEO Steven B. Hedlund sold 21,054 shares of the stock in a transaction dated Wednesday, February 19th. The shares were sold at an average price of $215.47, for a total value of $4,536,505.38. Following the completion of the transaction, the chief executive officer now owns 54,660 shares in the company, valued at $11,777,590.20. This trade represents a 27.81 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 2.63% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Wealth Enhancement Advisory Services LLC lifted its position in shares of Lincoln Electric by 19.3% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 2,178 shares of the industrial products company’s stock valued at $408,000 after acquiring an additional 352 shares during the period. Wood Tarver Financial Group LLC purchased a new position in Lincoln Electric in the 4th quarter valued at approximately $68,000. Parr Mcknight Wealth Management Group LLC acquired a new position in Lincoln Electric during the fourth quarter worth $848,000. Woodline Partners LP purchased a new stake in Lincoln Electric during the fourth quarter worth $551,000. Finally, Sovereign s Capital Management LLC acquired a new stake in Lincoln Electric in the fourth quarter valued at $1,772,000. 79.61% of the stock is currently owned by institutional investors and hedge funds.

About Lincoln Electric

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.