Zacks Research Brokers Boost Earnings Estimates for LECO

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Analysts at Zacks Research lifted their Q3 2026 earnings per share estimates for shares of Lincoln Electric in a note issued to investors on Wednesday, April 1st. Zacks Research analyst Team now forecasts that the industrial products company will post earnings of $2.65 per share for the quarter, up from their previous estimate of $2.63. 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 Q2 2027 earnings at $2.96 EPS, Q3 2027 earnings at $2.92 EPS, Q4 2027 earnings at $2.93 EPS, FY2027 earnings at $11.39 EPS, Q1 2028 earnings at $2.73 EPS and FY2028 earnings at $11.84 EPS.

Several other research firms have also recently commented on LECO. Morgan Stanley lifted their price target on Lincoln Electric from $240.00 to $247.00 and gave the company an “underweight” rating in a report on Monday, March 30th. Barclays cut their price objective on shares of Lincoln Electric from $310.00 to $280.00 and set an “overweight” rating on the stock in a report on Wednesday. Roth Mkm restated a “buy” rating and issued a $297.00 target price (up from $285.00) on shares of Lincoln Electric in a report on Tuesday, February 3rd. Stifel Nicolaus upped their price target on shares of Lincoln Electric from $253.00 to $300.00 and gave the stock a “hold” rating in a research report on Friday, February 13th. Finally, Jefferies Financial Group reaffirmed a “hold” rating and set a $280.00 price target (down from $350.00) on shares of Lincoln Electric in a research note on Tuesday. Four research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $296.29.

Lincoln Electric Stock Performance

NASDAQ LECO opened at $243.67 on Thursday. The business’s 50-day moving average price is $270.77 and its 200 day moving average price is $250.64. Lincoln Electric has a twelve month low of $161.11 and a twelve month high of $310.00. The company has a market capitalization of $13.36 billion, a PE ratio of 26.14, a price-to-earnings-growth ratio of 1.51 and a beta of 1.28. The company has a current ratio of 1.82, a quick ratio of 1.16 and a debt-to-equity ratio of 0.78.

Lincoln Electric (NASDAQ:LECO) last posted its quarterly earnings data on Thursday, February 12th. The industrial products company reported $2.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.53 by $0.12. The business had revenue of $1.08 billion for the quarter, compared to analysts’ expectations of $1.09 billion. Lincoln Electric had a return on equity of 39.35% and a net margin of 12.30%.The business’s revenue was up 5.5% on a year-over-year basis. During the same quarter last year, the firm earned $2.57 earnings per share.

Institutional Trading of Lincoln Electric

A number of institutional investors have recently modified their holdings of the company. Oak Thistle LLC purchased a new stake in Lincoln Electric during the 3rd quarter worth $1,020,000. Allianz Asset Management GmbH raised its position in Lincoln Electric by 239.5% in the third quarter. Allianz Asset Management GmbH now owns 184,191 shares of the industrial products company’s stock valued at $43,438,000 after purchasing an additional 129,932 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH raised its position in Lincoln Electric by 18.9% in the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 34,628 shares of the industrial products company’s stock valued at $8,166,000 after purchasing an additional 5,512 shares during the period. Congress Asset Management Co. lifted its stake in shares of Lincoln Electric by 13.0% during the third quarter. Congress Asset Management Co. now owns 86,305 shares of the industrial products company’s stock worth $20,353,000 after purchasing an additional 9,897 shares in the last quarter. Finally, Mitsubishi UFJ Trust & Banking Corp boosted its position in shares of Lincoln Electric by 9.1% in the third quarter. Mitsubishi UFJ Trust & Banking Corp now owns 58,843 shares of the industrial products company’s stock worth $13,877,000 after buying an additional 4,898 shares during the period. Hedge funds and other institutional investors own 79.61% of the company’s stock.

Lincoln Electric Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be issued a $0.79 dividend. This represents a $3.16 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Tuesday, March 31st. Lincoln Electric’s dividend payout ratio (DPR) is 33.91%.

Trending Headlines about Lincoln Electric

Here are the key news stories impacting Lincoln Electric this week:

• Positive Sentiment: Zacks Research raised numerous near‑ and multi‑year earnings estimates for LECO (Q1/Q2/Q3/Q4 and FY2026–FY2028 upgrades), including lifting FY2026 to $10.66, FY2027 to $11.39 and FY2028 to $11.84 — an analyst upgrade cycle that supports higher forward EPS expectations and could be bullish for the stock.
• Neutral Sentiment: Lincoln Electric scheduled its Q1 2026 earnings webcast for April 30, 2026 (10:00am ET) — a near‑term catalyst where management guidance and margin commentary could move the shares. Lincoln Electric Schedules Webcast for First Quarter 2026 Results
• Neutral Sentiment: Jefferies assigned a Hold rating on LECO — a neutral signal that may cap upside expectations relative to Buy ratings and contribute to muted near‑term trading. Lincoln Electric (NASDAQ:LECO) Earns Hold Rating from Jefferies Financial Group
• Negative Sentiment: Barclays lowered its expectations for Lincoln Electric’s stock price — a notable negative from a major bank that can weigh on investor sentiment and pressure share performance. Barclays Has Lowered Expectations for Lincoln Electric (NASDAQ:LECO) Stock Price
• Negative Sentiment: Yahoo Finance coverage highlights “mixed growth and cautious analyst tone,” signaling some doubt about the sustainability of growth and valuation — this cautious narrative may limit multiple expansion despite earnings upgrades. Is Mixed Growth And Cautious Analyst Tone Altering The Investment Case For Lincoln Electric (LECO)?

About Lincoln Electric

Lincoln Electric Holdings, Inc (NASDAQ: LECO) is a global manufacturer and distributor of welding products, robotic welding systems, plasma and oxyfuel cutting equipment, and surface treatment systems. The company’s portfolio encompasses welding consumables such as electrodes and wires, as well as power sources, torches, and automated welding cells. Lincoln Electric also offers software solutions and training services designed to optimize productivity and quality in fabrication and manufacturing operations.

Founded in 1895 by John C.