Equities Analysts Offer Predictions for LECO Q1 Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Investment analysts at Zacks Research upped their Q1 2025 earnings per share estimates for shares of Lincoln Electric in a research report issued to clients and investors on Monday, March 24th. Zacks Research analyst M. Das now forecasts that the industrial products company will post earnings of $2.20 per share for the quarter, up from their prior forecast of $2.15. 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 $2.52 EPS, FY2025 earnings at $9.33 EPS, Q1 2026 earnings at $2.32 EPS, Q3 2026 earnings at $2.56 EPS, Q4 2026 earnings at $2.68 EPS, FY2026 earnings at $10.12 EPS and FY2027 earnings at $10.59 EPS.

A number of other research firms have also recently weighed in on LECO. Barclays boosted their target price on shares of Lincoln Electric from $220.00 to $235.00 and gave the company an “overweight” rating in a research note on Tuesday, February 18th. Stifel Nicolaus dropped their price objective on Lincoln Electric from $216.00 to $211.00 and set a “hold” rating on the stock in a research note on Friday, January 24th. 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, StockNews.com raised Lincoln Electric from a “hold” rating to a “buy” rating in a research report on Wednesday, December 4th. Two equities research analysts have rated the stock with a hold rating and five have assigned a buy rating to the company. According to data from MarketBeat.com, Lincoln Electric 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 $196.35 on Wednesday. The company has a market capitalization of $11.01 billion, a P/E ratio of 24.09, a price-to-earnings-growth ratio of 1.51 and a beta of 1.18. The company’s 50-day moving average is $198.64 and its 200 day moving average is $197.45. 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 has a fifty-two week low of $169.51 and a fifty-two week high of $258.62.

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 the consensus estimate of $2.03 by $0.54. The business had revenue of $1.02 billion for the quarter, compared to analysts’ expectations of $995.94 million. Lincoln Electric had a return on equity of 40.19% and a net margin of 11.63%.

Institutional Investors Weigh In On Lincoln Electric

A number of institutional investors and hedge funds have recently made changes to their positions in LECO. Norges Bank bought a new position in Lincoln Electric in the 4th quarter worth about $307,344,000. Champlain Investment Partners LLC bought a new position in shares of Lincoln Electric in the fourth quarter worth approximately $110,062,000. Raymond James Financial Inc. purchased a new stake in Lincoln Electric in the fourth quarter valued at approximately $92,117,000. Balyasny Asset Management L.P. lifted its position in Lincoln Electric by 15,932.5% during the fourth quarter. Balyasny Asset Management L.P. now owns 336,682 shares of the industrial products company’s stock valued at $63,118,000 after purchasing an additional 334,582 shares during the last quarter. Finally, State Street Corp grew its stake in Lincoln Electric by 12.9% in the 3rd quarter. State Street Corp now owns 2,462,232 shares of the industrial products company’s stock worth $474,527,000 after buying an additional 280,466 shares in the last quarter. Hedge funds and other institutional investors own 79.61% of the company’s stock.

Insider Activity at Lincoln Electric

In other Lincoln Electric news, CEO Steven B. Hedlund sold 21,054 shares of the firm’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 completion of the transaction, the chief executive officer now directly owns 54,660 shares of the company’s stock, 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 Securities & Exchange Commission, which is available at this link. 2.63% of the stock is currently owned by corporate insiders.

Lincoln Electric Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 15th. Stockholders of record on Monday, March 31st will be given a $0.75 dividend. This represents a $3.00 annualized dividend and a dividend yield of 1.53%. The ex-dividend date is Monday, March 31st. Lincoln Electric’s dividend payout ratio (DPR) 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.