Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) – Analysts at Zacks Research boosted their Q1 2026 earnings estimates for shares of Lincoln Electric in a report issued on Wednesday, April 1st. Zacks Research analyst Team now expects that the industrial products company will earn $2.40 per share for the quarter, up 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 Q2 2026 earnings at $2.80 EPS, Q4 2026 earnings at $2.80 EPS, FY2026 earnings at $10.66 EPS and Q1 2027 earnings at $2.57 EPS.
A number of other research firms have also recently commented on LECO. Stifel Nicolaus lifted their target price on Lincoln Electric from $253.00 to $300.00 and gave the stock a “hold” rating in a research report on Friday, February 13th. Barclays dropped their price target on Lincoln Electric from $310.00 to $280.00 and set an “overweight” rating on the stock in a research note on Wednesday. Weiss Ratings lowered Lincoln Electric from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday. Wall Street Zen cut Lincoln Electric from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Finally, Robert W. Baird set a $330.00 price objective on Lincoln Electric in a report on Friday, February 13th. Four analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $296.29.
Lincoln Electric Stock Performance
NASDAQ LECO opened at $243.67 on Friday. The company has a fifty day moving average of $271.07 and a two-hundred day moving average of $250.59. The company has a market capitalization of $13.36 billion, a PE ratio of 26.14, a P/E/G ratio of 1.55 and a beta of 1.28. Lincoln Electric has a 1 year low of $161.11 and a 1 year high of $310.00. The company has a debt-to-equity ratio of 0.78, a current ratio of 1.82 and a quick ratio of 1.16.
Lincoln Electric (NASDAQ:LECO – Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The industrial products company reported $2.65 EPS for the quarter, topping the consensus estimate of $2.53 by $0.12. Lincoln Electric had a net margin of 12.30% and a return on equity of 39.35%. The firm had revenue of $1.08 billion for the quarter, compared to analyst estimates of $1.09 billion. During the same period last year, the business earned $2.57 EPS. Lincoln Electric’s revenue for the quarter was up 5.5% compared to the same quarter last year.
Lincoln Electric Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be paid a dividend of $0.79 per share. The ex-dividend date is Tuesday, March 31st. This represents a $3.16 annualized dividend and a dividend yield of 1.3%. Lincoln Electric’s dividend payout ratio is 33.91%.
Hedge Funds Weigh In On Lincoln Electric
Several institutional investors have recently added to or reduced their stakes in LECO. Rockefeller Capital Management L.P. grew its stake in shares of Lincoln Electric by 72.2% in the 4th quarter. Rockefeller Capital Management L.P. now owns 2,156 shares of the industrial products company’s stock valued at $517,000 after purchasing an additional 904 shares during the last quarter. World Investment Advisors raised its stake in shares of Lincoln Electric by 6.9% during the fourth quarter. World Investment Advisors now owns 3,748 shares of the industrial products company’s stock worth $898,000 after purchasing an additional 243 shares during the last quarter. Corient Private Wealth LLC raised its stake in shares of Lincoln Electric by 252.1% during the fourth quarter. Corient Private Wealth LLC now owns 8,293 shares of the industrial products company’s stock worth $1,988,000 after purchasing an additional 5,938 shares during the last quarter. Midway Capital Research & Management acquired a new stake in shares of Lincoln Electric during the fourth quarter worth $2,468,000. Finally, Tempo Wealth LLC purchased a new position in Lincoln Electric in the 4th quarter valued at $988,000. Institutional investors and hedge funds own 79.61% of the company’s stock.
More Lincoln Electric News
Here are the key news stories impacting Lincoln Electric this week:
- Positive Sentiment: Zacks Research raised multiple near?term and multi?year EPS forecasts for Lincoln Electric (several quarter raises and FY2027 ? $11.39, FY2028 ? $11.84), which supports a higher earnings trajectory and is a constructive fundamental signal.
- Positive Sentiment: Morgan Stanley published bullish research forecasting strong price appreciation for LECO, reinforcing demand from some institutional investors. Morgan Stanley Forecasts Strong Price Appreciation for Lincoln Electric (Article)
- Neutral Sentiment: Lincoln Electric scheduled its Q1 2026 earnings webcast for April 30 (10:00 AM ET) — a date investors will watch for updated guidance and commentary that could move the stock. Lincoln Electric Schedules Webcast for First Quarter 2026 Results
- Negative Sentiment: Jefferies downgraded LECO to a Hold, which can trigger selling from investors who follow that house view. Jefferies downgrades Lincoln Electric Holdings (LECO)
- Negative Sentiment: Barclays cut its price target from $310 to $280 (still an overweight rating). The lower target reduces near?term upside implied by that broker and may weigh on sentiment despite the maintained positive rating. Barclays Lowers Price Target for Lincoln Electric
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.
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