Lear (LEA) to Release Earnings on Wednesday

Lear (NYSE:LEA) is expected to announce its Q4 2025 results before the market opens on Wednesday, February 4th. Analysts expect the company to announce earnings of $2.54 per share and revenue of $5.7812 billion for the quarter. Parties may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Wednesday, February 4, 2026 at 9:00 AM ET.

Lear (NYSE:LEA) last issued its quarterly earnings data on Friday, October 31st. The auto parts company reported $2.79 EPS for the quarter, topping analysts’ consensus estimates of $2.76 by $0.03. The firm had revenue of $5.68 billion during the quarter, compared to the consensus estimate of $5.63 billion. Lear had a return on equity of 13.44% and a net margin of 1.92%.The firm’s revenue was up 1.7% on a year-over-year basis. During the same period in the prior year, the business earned $2.89 EPS. On average, analysts expect Lear to post $13 EPS for the current fiscal year and $15 EPS for the next fiscal year.

Lear Stock Performance

LEA stock opened at $120.60 on Wednesday. Lear has a 1 year low of $73.85 and a 1 year high of $127.36. The stock has a market capitalization of $6.26 billion, a price-to-earnings ratio of 14.74, a PEG ratio of 1.39 and a beta of 1.30. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.05 and a current ratio of 1.35. The stock’s fifty day moving average is $115.29 and its two-hundred day moving average is $107.71.

Lear Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 30th. Shareholders of record on Wednesday, December 10th were paid a dividend of $0.77 per share. This represents a $3.08 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend was Wednesday, December 10th. Lear’s payout ratio is presently 37.65%.

Analysts Set New Price Targets

Several equities research analysts have commented on LEA shares. Weiss Ratings restated a “hold (c)” rating on shares of Lear in a research note on Thursday, January 22nd. Wells Fargo & Company raised their target price on Lear from $107.00 to $123.00 and gave the company an “equal weight” rating in a research report on Monday, January 12th. UBS Group lifted their target price on Lear from $110.00 to $135.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Morgan Stanley reissued an “equal weight” rating and issued a $112.00 price target (down previously from $115.00) on shares of Lear in a research note on Monday, December 8th. Finally, Citigroup lifted their price objective on shares of Lear from $136.00 to $146.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Two equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, Lear has a consensus rating of “Hold” and a consensus target price of $126.20.

Insider Buying and Selling at Lear

In related news, CFO Jason M. Cardew sold 5,000 shares of the firm’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $118.17, for a total transaction of $590,850.00. Following the completion of the transaction, the chief financial officer owned 15,244 shares of the company’s stock, valued at $1,801,383.48. This trade represents a 24.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.91% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Lear

A number of institutional investors and hedge funds have recently bought and sold shares of LEA. Jacobs Levy Equity Management Inc. boosted its position in shares of Lear by 20.6% during the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 734,087 shares of the auto parts company’s stock valued at $73,856,000 after purchasing an additional 125,422 shares in the last quarter. AQR Capital Management LLC boosted its holdings in Lear by 5.0% during the third quarter. AQR Capital Management LLC now owns 589,128 shares of the auto parts company’s stock worth $59,272,000 after buying an additional 27,872 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in Lear by 5.8% in the third quarter. Arrowstreet Capital Limited Partnership now owns 442,107 shares of the auto parts company’s stock worth $44,480,000 after buying an additional 24,210 shares during the last quarter. Balyasny Asset Management L.P. bought a new position in shares of Lear in the second quarter valued at $39,656,000. Finally, Caisse de depot et placement du Quebec bought a new position in shares of Lear in the third quarter valued at $40,984,000. 97.04% of the stock is owned by institutional investors and hedge funds.

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.