Lear Corporation (NYSE:LEA) Receives Consensus Recommendation of “Hold” from Analysts

Shares of Lear Corporation (NYSE:LEA) have received an average rating of “Hold” from the thirteen brokerages that are presently covering the firm, MarketBeat reports. Nine analysts have rated the stock with a hold recommendation, three have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year price objective among analysts that have covered the stock in the last year is $138.2727.

LEA has been the topic of several research analyst reports. TD Cowen raised their target price on shares of Lear from $117.00 to $133.00 and gave the stock a “hold” rating in a research report on Thursday, February 5th. Barclays set a $140.00 price target on shares of Lear in a research note on Thursday, February 5th. Bank of America began coverage on shares of Lear in a research note on Wednesday. They set a “neutral” rating for the company. Argus upgraded Lear to a “strong-buy” rating in a report on Monday, February 9th. Finally, Evercore lifted their target price on Lear from $110.00 to $120.00 and gave the company an “in-line” rating in a report on Monday, November 24th.

Insider Buying and Selling at Lear

In other news, SVP Alicia J. Davis sold 6,630 shares of the firm’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $132.98, for a total value of $881,657.40. Following the transaction, the senior vice president owned 9,972 shares of the company’s stock, valued at approximately $1,326,076.56. This trade represents a 39.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Jason M. Cardew sold 10,000 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $134.51, for a total transaction of $1,345,100.00. Following the sale, the chief financial officer directly owned 22,741 shares of the company’s stock, valued at approximately $3,058,891.91. This trade represents a 30.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 30,220 shares of company stock worth $3,986,427. 0.91% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Lear

Several institutional investors and hedge funds have recently modified their holdings of LEA. Altshuler Shaham Ltd acquired a new stake in shares of Lear in the fourth quarter valued at about $25,000. WealthCollab LLC acquired a new stake in Lear in the second quarter valued at approximately $28,000. Los Angeles Capital Management LLC purchased a new stake in shares of Lear during the fourth quarter valued at approximately $30,000. Allworth Financial LP lifted its position in shares of Lear by 62.6% during the third quarter. Allworth Financial LP now owns 309 shares of the auto parts company’s stock worth $31,000 after purchasing an additional 119 shares in the last quarter. Finally, Global Retirement Partners LLC boosted its stake in shares of Lear by 942.3% in the fourth quarter. Global Retirement Partners LLC now owns 271 shares of the auto parts company’s stock valued at $31,000 after purchasing an additional 245 shares during the period. Hedge funds and other institutional investors own 97.04% of the company’s stock.

Key Lear News

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Lear will participate in a fireside chat at the Bank of America 2026 Global Automotive Summit on March 17, giving management a platform to highlight Seating and E-Systems strategy, product pipeline and margin/cost initiatives — a potential catalyst if management provides constructive guidance or visibility. Lear to Participate in the Bank of America 2026 Global Automotive Summit
• Positive Sentiment: Recent fundamentals: Lear reported a solid FY quarter (reported Feb. 4) with EPS and revenue beating consensus, and analysts still model robust full-year EPS — evidence the business is performing and supporting longer-term value. Lear Price & Earnings Summary
• Neutral Sentiment: Bank of America initiated coverage with a “neutral” rating on LEA; that stance can limit buying enthusiasm until the firm provides an upgrade or clearer catalysts from management appear — a likely contributor to today’s downward pressure. Lear is now covered by Bank of America Corporation

Lear Trading Down 0.6%

Shares of LEA opened at $121.98 on Friday. Lear has a fifty-two week low of $73.85 and a fifty-two week high of $142.84. The company has a market capitalization of $6.19 billion, a PE ratio of 14.97, a price-to-earnings-growth ratio of 0.96 and a beta of 1.26. The stock has a fifty day moving average of $126.27 and a two-hundred day moving average of $113.31. 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 released its earnings results on Wednesday, February 4th. The auto parts company reported $3.41 EPS for the quarter, beating the consensus estimate of $2.67 by $0.74. Lear had a return on equity of 13.40% and a net margin of 1.88%.The firm had revenue of $5.99 billion during the quarter, compared to analyst estimates of $5.78 billion. During the same period in the prior year, the firm posted $2.94 earnings per share. The business’s quarterly revenue was up 4.8% compared to the same quarter last year. As a group, analysts forecast that Lear will post 12.89 EPS for the current year.

Lear Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Thursday, March 5th will be issued a dividend of $0.77 per share. The ex-dividend date is Thursday, March 5th. This represents a $3.08 dividend on an annualized basis and a dividend yield of 2.5%. Lear’s payout ratio is presently 37.79%.

Lear Company Profile

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.