Barclays Cuts Lincoln Electric (NASDAQ:LECO) Price Target to $280.00

Lincoln Electric (NASDAQ:LECO) had its target price cut by Barclays from $310.00 to $280.00 in a report issued on Wednesday morning,Benzinga reports. They currently have an overweight rating on the industrial products company’s stock.

A number of other equities analysts also recently weighed in on LECO. Stifel Nicolaus boosted their price target on Lincoln Electric from $253.00 to $300.00 and gave the stock a “hold” rating in a research report on Friday, February 13th. KeyCorp raised their price objective on Lincoln Electric from $280.00 to $340.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Wall Street Zen downgraded Lincoln Electric from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Jefferies Financial Group restated a “hold” rating and issued a $280.00 price target (down from $350.00) on shares of Lincoln Electric in a research note on Tuesday. Finally, Morgan Stanley raised their price target on Lincoln Electric from $240.00 to $247.00 and gave the company an “underweight” rating in a report on Monday, March 30th. Four equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $296.29.

Lincoln Electric Price Performance

LECO stock opened at $243.67 on Wednesday. The company has a market cap of $13.36 billion, a price-to-earnings ratio of 26.14, a P/E/G ratio of 1.51 and a beta of 1.28. Lincoln Electric has a twelve month low of $161.11 and a twelve month high of $310.00. The business has a 50 day moving average price of $270.77 and a two-hundred day moving average price of $250.64. The company has a quick ratio of 1.16, a current ratio of 1.82 and a debt-to-equity ratio of 0.78.

Lincoln Electric (NASDAQ:LECO) last announced its quarterly earnings data on Thursday, February 12th. The industrial products company reported $2.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.53 by $0.12. The company had revenue of $1.08 billion for the quarter, compared to analysts’ expectations of $1.09 billion. Lincoln Electric had a return on equity of 39.35% and a net margin of 12.30%.The business’s revenue was up 5.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.57 EPS. Analysts anticipate that Lincoln Electric will post 9.36 EPS for the current fiscal year.

Lincoln Electric Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be paid a $0.79 dividend. This represents a $3.16 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Tuesday, March 31st. Lincoln Electric’s dividend payout ratio (DPR) is presently 33.91%.

Hedge Funds Weigh In On Lincoln Electric

Institutional investors have recently added to or reduced their stakes in the stock. Quent Capital LLC bought a new stake in shares of Lincoln Electric during the third quarter worth $27,000. Frazier Financial Advisors LLC boosted its stake in shares of Lincoln Electric by 3,700.0% during the third quarter. Frazier Financial Advisors LLC now owns 114 shares of the industrial products company’s stock valued at $27,000 after purchasing an additional 111 shares in the last quarter. Elyxium Wealth LLC acquired a new position in shares of Lincoln Electric in the fourth quarter valued at approximately $27,000. Root Financial Partners LLC bought a new position in Lincoln Electric in the 3rd quarter valued at approximately $31,000. Finally, Summit Securities Group LLC bought a new stake in Lincoln Electric during the 4th quarter worth approximately $46,000. 79.61% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Lincoln Electric

Here are the key news stories impacting Lincoln Electric this week:

• Positive Sentiment: Zacks Research raised numerous near? and multi?year earnings estimates for LECO (Q1/Q2/Q3/Q4 and FY2026–FY2028 upgrades), including lifting FY2026 to $10.66, FY2027 to $11.39 and FY2028 to $11.84 — an analyst upgrade cycle that supports higher forward EPS expectations and could be bullish for the stock.
• Neutral Sentiment: Lincoln Electric scheduled its Q1 2026 earnings webcast for April 30, 2026 (10:00am ET) — a near?term catalyst where management guidance and margin commentary could move the shares. Lincoln Electric Schedules Webcast for First Quarter 2026 Results
• Neutral Sentiment: Jefferies assigned a Hold rating on LECO — a neutral signal that may cap upside expectations relative to Buy ratings and contribute to muted near?term trading. Lincoln Electric (NASDAQ:LECO) Earns Hold Rating from Jefferies Financial Group
• Negative Sentiment: Barclays lowered its expectations for Lincoln Electric’s stock price — a notable negative from a major bank that can weigh on investor sentiment and pressure share performance. Barclays Has Lowered Expectations for Lincoln Electric (NASDAQ:LECO) Stock Price
• Negative Sentiment: Yahoo Finance coverage highlights “mixed growth and cautious analyst tone,” signaling some doubt about the sustainability of growth and valuation — this cautious narrative may limit multiple expansion despite earnings upgrades. Is Mixed Growth And Cautious Analyst Tone Altering The Investment Case For Lincoln Electric (LECO)?

About Lincoln Electric

Lincoln Electric Holdings, Inc (NASDAQ: LECO) is a global manufacturer and distributor of welding products, robotic welding systems, plasma and oxyfuel cutting equipment, and surface treatment systems. The company’s portfolio encompasses welding consumables such as electrodes and wires, as well as power sources, torches, and automated welding cells. Lincoln Electric also offers software solutions and training services designed to optimize productivity and quality in fabrication and manufacturing operations.

Founded in 1895 by John C.