Quantinno Capital Management LP Grows Stock Holdings in Lear Corporation $LEA

Quantinno Capital Management LP lifted its stake in shares of Lear Corporation (NYSE:LEA) by 14.4% during the 1st quarter, HoldingsChannel reports. The firm owned 151,156 shares of the auto parts company’s stock after purchasing an additional 18,990 shares during the quarter. Quantinno Capital Management LP’s holdings in Lear were worth $18,302,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the stock. Jones Financial Companies Lllp increased its holdings in shares of Lear by 5,205.1% in the first quarter. Jones Financial Companies Lllp now owns 7,268 shares of the auto parts company’s stock valued at $604,000 after purchasing an additional 7,131 shares during the last quarter. United Services Automobile Association acquired a new position in Lear during the first quarter worth $267,000. Empowered Funds LLC purchased a new stake in Lear in the 1st quarter valued at $256,000. EverSource Wealth Advisors LLC grew its holdings in Lear by 37.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 968 shares of the auto parts company’s stock valued at $92,000 after buying an additional 262 shares in the last quarter. Finally, Cerity Partners LLC increased its stake in shares of Lear by 9.5% in the 2nd quarter. Cerity Partners LLC now owns 4,296 shares of the auto parts company’s stock worth $408,000 after acquiring an additional 372 shares during the last quarter. 97.04% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Lear

In other news, CFO Jason M. Cardew sold 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $147.50, for a total value of $737,500.00. Following the transaction, the chief financial officer directly owned 13,241 shares in the company, valued at approximately $1,953,047.50. This represents a 27.41% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Raymond E. Scott sold 50,000 shares of the stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $135.37, for a total transaction of $6,768,500.00. Following the transaction, the chief executive officer directly owned 49,789 shares of the company’s stock, valued at $6,739,936.93. The trade was a 50.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 62,026 shares of company stock valued at $8,498,248 in the last ninety days. Insiders own 1.02% of the company’s stock.

More Lear News

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Lear reported second-quarter adjusted EPS of $4.28, above the approximately $3.98 consensus estimate, while revenue of $6.21 billion also exceeded expectations of roughly $6.15 billion. EPS rose from $3.06 a year earlier and revenue increased 3%. Lear Reports Second Quarter 2026 Results; Raises Full-Year Guidance
• Positive Sentiment: The company raised the midpoints of its 2026 outlook, targeting revenue of approximately $23.54 billion to $24.01 billion and core operating earnings of about $1.08 billion to $1.20 billion. Lear cited roughly 3% year-over-year revenue growth, gains above overall vehicle-market growth, and improving operating margins. Lear Reports Second Quarter 2026 Results; Raises Full-Year Guidance
• Positive Sentiment: Adjusted EPS increased about 23% year over year, free cash flow improved by approximately $117 million, and Lear repurchased $100 million of stock during the quarter. Lear Corporation 2026 Q2 Results Presentation
• Neutral Sentiment: Analyst price targets remain mixed, with recent targets ranging from $131 to $179 and a six-month median of $145.50, indicating differing views on Lear’s earnings power and automotive-market prospects.
• Negative Sentiment: Investors appear to have treated the results as a “sell-the-news” event because the guidance increase and margin improvement may not have exceeded already high expectations. Separately, reported insider activity showed 20 open-market sales and no purchases over the past six months, which may add to near-term sentiment pressure. Lear Slides After Q2 Despite Higher 2026 Outlook

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. UBS Group lowered their price target on shares of Lear from $145.00 to $135.00 and set a “neutral” rating on the stock in a research report on Tuesday, April 14th. Morgan Stanley set a $130.00 price objective on shares of Lear in a research report on Monday, May 4th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $140.00 target price on shares of Lear in a research note on Saturday. Citigroup boosted their target price on shares of Lear from $177.00 to $179.00 and gave the company a “buy” rating in a report on Monday, May 4th. Finally, JPMorgan Chase & Co. increased their price target on shares of Lear from $153.00 to $159.00 and gave the company an “overweight” rating in a research note on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $145.31.

Lear Stock Performance

Shares of Lear stock opened at $130.63 on Monday. The firm has a market cap of $6.54 billion, a PE ratio of 12.17, a price-to-earnings-growth ratio of 0.63 and a beta of 1.25. The company has a quick ratio of 1.04, a current ratio of 1.31 and a debt-to-equity ratio of 0.51. Lear Corporation has a 52 week low of $91.67 and a 52 week high of $150.33. The business’s fifty day simple moving average is $140.07 and its 200-day simple moving average is $131.16.

Lear (NYSE:LEA) last issued its quarterly earnings data on Friday, July 31st. The auto parts company reported $4.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.98 by $0.30. The firm had revenue of $6.21 billion during the quarter, compared to the consensus estimate of $6.15 billion. Lear had a return on equity of 14.18% and a net margin of 2.35%.The company’s quarterly revenue was up 3.0% on a year-over-year basis. During the same period last year, the company earned $3.06 EPS. Equities analysts forecast that Lear Corporation will post 14.81 earnings per share for the current year.

Lear Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Wednesday, June 3rd were paid a dividend of $0.77 per share. This represents a $3.08 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend was Wednesday, June 3rd. Lear’s dividend payout ratio (DPR) is 28.70%.

About Lear

Lear Corporation (NYSE: LEA) is a global supplier of automotive seating and electrical distribution systems. The company designs, engineers and manufactures complete seat systems, seat components and power solutions for major vehicle manufacturers. Its electrical business delivers modules and components for battery management, infotainment, body and safety electronics, as well as advanced connectivity and electrification solutions.

The seating division develops lightweight, ergonomic seat structures, trim and mechanisms that address comfort, safety and environmental targets.