Wells Fargo & Company Has Lowered Expectations for Lear (NYSE:LEA) Stock Price

Lear (NYSE:LEA) had its target price dropped by equities research analysts at Wells Fargo & Company from $131.00 to $126.00 in a research note issued on Tuesday,Benzinga reports. The firm currently has an “equal weight” rating on the auto parts company’s stock. Wells Fargo & Company‘s target price would suggest a potential upside of 3.22% from the stock’s current price.

A number of other research firms also recently issued reports on LEA. Wall Street Zen raised shares of Lear from a “buy” rating to a “strong-buy” rating in a research note on Friday, January 23rd. Barclays set a $140.00 price objective on shares of Lear in a research note on Thursday, February 5th. Royal Bank Of Canada started coverage on shares of Lear in a research report on Thursday, March 12th. They set a “sector perform” rating and a $135.00 target price on the stock. Benchmark began coverage on shares of Lear in a report on Thursday, February 19th. They issued a “buy” rating and a $170.00 price target for the company. Finally, UBS Group lifted their price target on Lear from $135.00 to $145.00 and gave the stock a “neutral” rating in a research report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and ten have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $137.58.

Lear Price Performance

Shares of Lear stock opened at $122.07 on Tuesday. The firm has a market cap of $6.19 billion, a PE ratio of 14.98, a PEG ratio of 0.87 and a beta of 1.24. The stock has a 50 day moving average of $125.30 and a 200 day moving average of $114.68. The company has a current ratio of 1.35, a quick ratio of 1.05 and a debt-to-equity ratio of 0.52. Lear has a 12 month low of $73.85 and a 12 month high of $142.84.

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

Insider Activity

In related news, CFO Jason M. Cardew sold 10,000 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $134.51, for a total transaction of $1,345,100.00. Following the transaction, the chief financial officer directly owned 22,741 shares in the company, valued at approximately $3,058,891.91. This represents a 30.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Marianne Vidershain sold 1,590 shares of the stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $135.00, for a total transaction of $214,650.00. Following the completion of the sale, the vice president directly owned 1,862 shares in the company, valued at $251,370. This trade represents a 46.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 25,264 shares of company stock valued at $3,400,687. 0.91% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Lear

Hedge funds and other institutional investors have recently modified their holdings of the business. Rockefeller Capital Management L.P. boosted its holdings in Lear by 57.4% during the 4th quarter. Rockefeller Capital Management L.P. now owns 576 shares of the auto parts company’s stock valued at $66,000 after acquiring an additional 210 shares during the period. Corient Private Wealth LLC increased its stake in Lear by 3.1% in the fourth quarter. Corient Private Wealth LLC now owns 15,937 shares of the auto parts company’s stock worth $1,827,000 after purchasing an additional 481 shares during the period. DGS Capital Management LLC lifted its position in shares of Lear by 26.9% during the fourth quarter. DGS Capital Management LLC now owns 4,656 shares of the auto parts company’s stock worth $534,000 after purchasing an additional 987 shares during the last quarter. Pacer Advisors Inc. boosted its stake in shares of Lear by 220.9% during the fourth quarter. Pacer Advisors Inc. now owns 258,063 shares of the auto parts company’s stock valued at $29,574,000 after purchasing an additional 177,632 shares during the period. Finally, Compound Planning Inc. purchased a new stake in shares of Lear during the fourth quarter valued at $230,000. 97.04% of the stock is currently owned by hedge funds and other institutional investors.

More Lear News

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Lear set the date for its Q1 2026 earnings conference call (May 1, 9:00 a.m.), giving investors a clear near‑term catalyst and an opportunity to reassess guidance and margins after recent results. Lear Announces Date for First Quarter 2026 Earnings Conference Call
• Neutral Sentiment: Analysts collectively rate Lear around a “hold,” reflecting modest expectations rather than bullish conviction; this consensus can limit upside until the company provides fresh guidance or beating results. Lear Corporation (NYSE:LEA) Given Average Rating of “Hold” by Brokerages
• Neutral Sentiment: Note: a recent Yahoo Finance piece references “Lear Capital” releasing an educational brief on gold volatility — that company is unrelated to Lear Corporation (LEA) and should not be conflated with LEA’s business or outlook. Lear Capital Releases Educational Brief to Help Investors Interpret Gold Market Volatility
• Negative Sentiment: Wells Fargo lowered its price target on Lear from $131 to $126 and kept an “equal weight” rating, signaling reduced upside in the firm’s view and potentially putting downward pressure on the stock until the company provides fresh earnings guidance. Benzinga – Wells Fargo Lowers Lear Price Target

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.