Lear Corporation (NYSE:LEA) Given Consensus Rating of “Hold” by Brokerages

Lear Corporation (NYSE:LEA) has been assigned an average rating of “Hold” from the eleven analysts that are presently covering the stock, Marketbeat reports. Nine analysts have rated the stock with a hold rating and two have issued a buy rating on the company. The average 1-year target price among brokerages that have updated their coverage on the stock in the last year is $135.10.

Several research firms have commented on LEA. Barclays set a $140.00 price objective on Lear in a research report on Thursday. The Goldman Sachs Group reissued a “neutral” rating and set a $121.00 price target on shares of Lear in a report on Thursday, January 15th. Morgan Stanley upped their price objective on shares of Lear from $112.00 to $123.00 and gave the stock an “equal weight” rating in a research report on Thursday. Citigroup raised their target price on Lear from $146.00 to $177.00 and gave the company a “buy” rating in a research report on Thursday. Finally, UBS Group lifted their price target on Lear from $135.00 to $145.00 and gave the company a “neutral” rating in a research note on Thursday.

Lear News Summary

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Q4 results beat expectations — Lear reported EPS of $3.41 and revenue near $6.0B, with year‑over‑year revenue growth driven by Seating and E‑Systems; this beat consensus and is the principal reason the stock rallied. Lear Q4 Earnings Beat
• Positive Sentiment: Hit a new 52‑week high on the earnings news, signaling strong investor momentum and renewed optimism about growth and profitability. Lear Hits New 52-Week High
• Positive Sentiment: Analyst/style commentary highlights LEA as both a momentum and value candidate — Zacks pieces emphasize favorable style scores that can attract diverse investor demand. Momentum Article
• Neutral Sentiment: Other news items in the feed (cultural/theater pieces and broader AI commentary) are unrelated to Lear’s fundamentals and unlikely to move the stock. King Lear Review
• Negative Sentiment: Analyst target adjustment: Wells Fargo raised its price target from $123 to $131 but kept an “equal weight” rating — that target is below the stock’s current level, suggesting limited near‑term upside from this shop. Wells Fargo Note
• Negative Sentiment: A conflicting earnings transcript excerpt circulated claiming a miss (anomalous $1.58 EPS figure). This appears inconsistent with multiple published reports showing a beat; investors should rely on the audited release and reconciliations. Earnings Call Transcript

Lear Price Performance

Shares of LEA opened at $141.10 on Monday. The business’s 50-day moving average is $118.53 and its two-hundred day moving average is $108.80. The company has a market capitalization of $7.32 billion, a P/E ratio of 17.31, a P/E/G ratio of 1.61 and a beta of 1.30. Lear has a fifty-two week low of $73.85 and a fifty-two week high of $141.21. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.05 and a current ratio of 1.35.

Lear (NYSE:LEA) last issued its earnings results on Wednesday, February 4th. The auto parts company reported $3.41 EPS for the quarter, topping analysts’ consensus estimates of $2.67 by $0.74. The firm had revenue of $5.99 billion for the quarter, compared to the consensus estimate of $5.78 billion. Lear had a return on equity of 13.40% and a net margin of 1.88%.The company’s revenue was up 4.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.94 earnings per share. Research analysts predict that Lear will post 12.89 earnings per share for the current year.

Lear Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 30th. Stockholders of record on Wednesday, December 10th were paid a dividend of $0.77 per share. This represents a $3.08 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Wednesday, December 10th. Lear’s dividend payout ratio is presently 37.79%.

Insider Transactions at Lear

In related news, CFO Jason M. Cardew sold 5,000 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $118.17, for a total value of $590,850.00. Following the completion of the sale, the chief financial officer owned 15,244 shares of the company’s stock, valued at approximately $1,801,383.48. The trade was a 24.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.91% of the company’s stock.

Institutional Trading of Lear

Several institutional investors have recently modified their holdings of the stock. M&T Bank Corp raised its position in shares of Lear by 46,707.8% during the 4th quarter. M&T Bank Corp now owns 951,602 shares of the auto parts company’s stock worth $109,054,000 after purchasing an additional 949,569 shares during the last quarter. Schroder Investment Management Group increased its stake in Lear by 75.6% during the 2nd quarter. Schroder Investment Management Group now owns 1,801,284 shares of the auto parts company’s stock worth $171,086,000 after buying an additional 775,476 shares in the last quarter. American Century Companies Inc. raised its holdings in shares of Lear by 78.6% during the second quarter. American Century Companies Inc. now owns 1,269,500 shares of the auto parts company’s stock valued at $120,577,000 after acquiring an additional 558,538 shares during the last quarter. Norges Bank purchased a new position in shares of Lear in the second quarter valued at approximately $48,468,000. Finally, Balyasny Asset Management L.P. acquired a new stake in shares of Lear in the second quarter worth approximately $39,656,000. Institutional investors and hedge funds own 97.04% of the company’s stock.

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.