Zacks Research Has Negative Outlook for LECO Q2 Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Equities research analysts at Zacks Research cut their Q2 2025 earnings per share estimates for Lincoln Electric in a research report issued to clients and investors on Thursday, February 27th. Zacks Research analyst M. Das now expects that the industrial products company will post earnings of $2.33 per share for the quarter, down from their prior forecast 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 Q3 2025 earnings at $2.24 EPS and Q2 2026 earnings at $2.48 EPS.

Lincoln Electric (NASDAQ:LECO) last announced 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 firm had revenue of $1.02 billion during 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%.

Several other analysts have also recently weighed in on the company. KeyCorp boosted their price objective on Lincoln Electric from $230.00 to $245.00 and gave the stock an “overweight” rating in a report on Friday, February 14th. Barclays boosted their price objective on Lincoln Electric from $220.00 to $235.00 and gave the stock an “overweight” rating in a report on Tuesday, February 18th. StockNews.com raised Lincoln Electric from a “hold” rating to a “buy” rating in a report on Wednesday, December 4th. Finally, Stifel Nicolaus decreased their target price 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. Two analysts have rated the stock with a hold rating and five have given a buy rating to the company’s stock. Based on data from MarketBeat.com, Lincoln Electric has an average rating of “Moderate Buy” and an average target price of $233.60.

Lincoln Electric Stock Performance

Shares of NASDAQ:LECO opened at $200.31 on Monday. The stock has a market capitalization of $11.24 billion, a P/E ratio of 24.58, a P/E/G ratio of 1.51 and a beta of 1.18. Lincoln Electric has a 1-year low of $169.51 and a 1-year high of $261.13. The company has a current ratio of 1.87, a quick ratio of 1.25 and a debt-to-equity ratio of 0.87. The business has a 50-day moving average price of $196.24 and a two-hundred day moving average price of $197.02.

Hedge Funds Weigh In On Lincoln Electric

Institutional investors and hedge funds have recently modified their holdings of the business. Mizuho Bank Ltd. acquired a new position in shares of Lincoln Electric in the 4th quarter valued at approximately $30,000. Jones Financial Companies Lllp grew its position in shares of Lincoln Electric by 255.1% in the 4th quarter. Jones Financial Companies Lllp now owns 174 shares of the industrial products company’s stock valued at $33,000 after purchasing an additional 125 shares during the period. V Square Quantitative Management LLC grew its position in shares of Lincoln Electric by 54.1% in the 4th quarter. V Square Quantitative Management LLC now owns 299 shares of the industrial products company’s stock valued at $56,000 after purchasing an additional 105 shares during the period. HM Payson & Co. acquired a new position in Lincoln Electric during the 3rd quarter worth approximately $65,000. Finally, UMB Bank n.a. boosted its position in Lincoln Electric by 37.5% during the 4th quarter. UMB Bank n.a. now owns 389 shares of the industrial products company’s stock worth $73,000 after acquiring an additional 106 shares during the last quarter. 79.61% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Lincoln Electric

In related news, CEO Steven B. Hedlund sold 21,054 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer now directly owns 54,660 shares in the company, valued at approximately $11,777,590.20. The trade was a 27.81 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 2.63% of the company’s stock.

Lincoln Electric Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 15th. Stockholders of record on Monday, March 31st will be given a dividend of $0.75 per share. The ex-dividend date of this dividend is Monday, March 31st. This represents a $3.00 annualized dividend and a dividend yield of 1.50%. Lincoln Electric’s payout ratio is currently 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.