Zacks Research Has Negative Outlook for LECO Q2 Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Analysts at Zacks Research lowered their Q2 2025 earnings per share (EPS) estimates for Lincoln Electric in a note issued to investors on Thursday, February 27th. Zacks Research analyst M. Das now expects that the industrial products company will earn $2.33 per share for the quarter, down from their previous estimate of $2.35. 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 $2.24 EPS and Q2 2026 earnings at $2.48 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, beating the consensus estimate 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 equities research analysts have also recently weighed in on the company. StockNews.com raised Lincoln Electric from a “hold” rating to a “buy” rating in a research report on Wednesday, December 4th. Barclays raised their target price on Lincoln Electric from $220.00 to $235.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 18th. KeyCorp raised their target price on Lincoln Electric from $230.00 to $245.00 and gave the stock an “overweight” rating in a research report on Friday, February 14th. Finally, Stifel Nicolaus reduced their target price on Lincoln Electric from $216.00 to $211.00 and set a “hold” rating for the company in a research report on Friday, January 24th. Two research analysts have rated the stock with a hold rating and five have issued a buy rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $233.60.

Lincoln Electric Stock Down 3.1 %

LECO opened at $200.31 on Monday. Lincoln Electric has a 1-year low of $169.51 and a 1-year high of $261.13. The company has a current ratio of 1.87, a quick ratio of 1.25 and a debt-to-equity ratio of 0.87. The stock has a market capitalization of $11.24 billion, a price-to-earnings ratio of 24.58, a P/E/G ratio of 1.51 and a beta of 1.18. The business has a 50 day moving average of $196.24 and a 200-day moving average of $197.02.

Lincoln Electric Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 15th. Stockholders of record on Monday, March 31st will be paid a $0.75 dividend. The ex-dividend date of this dividend is Monday, March 31st. This represents a $3.00 annualized dividend and a dividend yield of 1.50%. Lincoln Electric’s dividend payout ratio is presently 36.81%.

Insider Activity

In other news, CEO Steven B. Hedlund sold 21,054 shares of the business’s stock in a transaction on 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 sale, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 2.63% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Lincoln Electric

Several institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in shares of Lincoln Electric by 0.3% in the 4th quarter. Vanguard Group Inc. now owns 5,601,734 shares of the industrial products company’s stock valued at $1,050,157,000 after purchasing an additional 18,805 shares in the last quarter. State Street Corp raised its holdings in shares of Lincoln Electric by 12.9% in the third quarter. State Street Corp now owns 2,462,232 shares of the industrial products company’s stock valued at $474,527,000 after buying an additional 280,466 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in shares of Lincoln Electric by 15.6% in the fourth quarter. JPMorgan Chase & Co. now owns 1,735,527 shares of the industrial products company’s stock valued at $325,359,000 after buying an additional 234,515 shares during the last quarter. Norges Bank bought a new position in shares of Lincoln Electric in the fourth quarter valued at about $307,344,000. Finally, Geode Capital Management LLC raised its holdings in shares of Lincoln Electric by 2.6% in the fourth quarter. Geode Capital Management LLC now owns 1,235,582 shares of the industrial products company’s stock valued at $231,691,000 after buying an additional 31,033 shares during the last quarter. Institutional investors and hedge funds own 79.61% of the company’s stock.

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.