Zacks Research Lifts Earnings Estimates for Lincoln Electric

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

Lincoln Electric (NASDAQ:LECO) last released its quarterly earnings results on Thursday, February 13th. The industrial products company reported $2.57 EPS for the quarter, beating 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 business had revenue of $1.02 billion for the quarter, compared to analyst estimates of $995.94 million.

A number of other analysts have also recently commented on LECO. Stifel Nicolaus dropped their price objective 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. StockNews.com upgraded shares of Lincoln Electric from a “hold” rating to a “buy” rating in a report on Wednesday, December 4th. KeyCorp upped their price objective on shares of Lincoln Electric from $230.00 to $245.00 and gave the company an “overweight” rating in a research note on Friday, February 14th. Finally, Barclays lifted 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. Two analysts have rated the stock with a hold rating and five have assigned a buy rating to the stock. Based on data from MarketBeat.com, Lincoln Electric presently has an average rating of “Moderate Buy” and a consensus price target of $233.60.

Lincoln Electric Stock Performance

Lincoln Electric stock opened at $190.29 on Thursday. Lincoln Electric has a fifty-two week low of $169.51 and a fifty-two week high of $255.60. The company has a market capitalization of $10.66 billion, a price-to-earnings ratio of 23.35, a PEG ratio of 1.51 and a beta of 1.18. The stock has a fifty day moving average of $198.68 and a two-hundred day moving average of $197.54. The company has a debt-to-equity ratio of 0.87, a quick ratio of 1.25 and a current ratio of 1.87.

Lincoln Electric Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 15th. Investors of record on Monday, March 31st will be issued a $0.75 dividend. The ex-dividend date is Monday, March 31st. This represents a $3.00 dividend on an annualized basis and a yield of 1.58%. Lincoln Electric’s payout ratio is 36.81%.

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 stock was sold at an average price of $215.47, for a total value 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. This trade represents a 27.81 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 2.63% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Lincoln Electric

Large investors have recently modified their holdings of the company. Norges Bank purchased a new position in Lincoln Electric in the fourth quarter valued at approximately $307,344,000. Champlain Investment Partners LLC acquired a new stake in shares of Lincoln Electric in the fourth quarter worth $110,062,000. Raymond James Financial Inc. purchased a new position in shares of Lincoln Electric in the 4th quarter valued at $92,117,000. Balyasny Asset Management L.P. lifted its holdings in shares of Lincoln Electric by 15,932.5% during 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 acquiring an additional 334,582 shares in the last quarter. Finally, State Street Corp boosted its position in Lincoln Electric by 12.9% during the 3rd quarter. State Street Corp now owns 2,462,232 shares of the industrial products company’s stock worth $474,527,000 after purchasing an additional 280,466 shares during the period. 79.61% of the stock is currently 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.