Zacks Research Brokers Increase Earnings Estimates for LECO

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Zacks Research increased their Q1 2026 EPS estimates for shares of Lincoln Electric in a research note issued on Wednesday, April 1st. Zacks Research analyst Team now expects that the industrial products company will earn $2.40 per share for the quarter, up from their prior estimate of $2.35. 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 2026 earnings at $2.80 EPS, Q4 2026 earnings at $2.80 EPS, FY2026 earnings at $10.66 EPS and Q1 2027 earnings at $2.57 EPS.

A number of other brokerages have also issued reports on LECO. Robert W. Baird set a $330.00 target price on shares of Lincoln Electric in a research report on Friday, February 13th. Weiss Ratings downgraded shares of Lincoln Electric from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday. Wall Street Zen cut Lincoln Electric from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Roth Mkm reaffirmed a “buy” rating and set a $297.00 price target (up from $285.00) on shares of Lincoln Electric in a report on Tuesday, February 3rd. Finally, Morgan Stanley lifted their price objective on shares of Lincoln Electric from $240.00 to $247.00 and gave the company an “underweight” rating in a research report on Monday, March 30th. Four research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Lincoln Electric presently has a consensus rating of “Hold” and an average price target of $296.29.

Lincoln Electric Stock Performance

Shares of Lincoln Electric stock opened at $243.67 on Friday. The company has a market cap of $13.36 billion, a price-to-earnings ratio of 26.14, a PEG ratio of 1.51 and a beta of 1.28. Lincoln Electric has a one year low of $161.11 and a one year high of $310.00. The business’s 50 day moving average price is $270.77 and its 200 day moving average price is $250.75. The company has a debt-to-equity ratio of 0.78, a quick ratio of 1.16 and a current ratio of 1.82.

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

Lincoln Electric Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be given a dividend of $0.79 per share. The ex-dividend date is Tuesday, March 31st. This represents a $3.16 annualized dividend and a yield of 1.3%. Lincoln Electric’s payout ratio is presently 33.91%.

Institutional Trading of Lincoln Electric

Hedge funds have recently modified their holdings of the business. Rockefeller Capital Management L.P. grew its holdings in Lincoln Electric by 72.2% during the fourth quarter. Rockefeller Capital Management L.P. now owns 2,156 shares of the industrial products company’s stock worth $517,000 after acquiring an additional 904 shares during the period. World Investment Advisors lifted its holdings in Lincoln Electric by 6.9% in the fourth quarter. World Investment Advisors now owns 3,748 shares of the industrial products company’s stock valued at $898,000 after acquiring an additional 243 shares during the period. Corient Private Wealth LLC lifted its holdings in Lincoln Electric by 252.1% in the fourth quarter. Corient Private Wealth LLC now owns 8,293 shares of the industrial products company’s stock valued at $1,988,000 after acquiring an additional 5,938 shares during the period. Midway Capital Research & Management purchased a new stake in shares of Lincoln Electric during the 4th quarter worth $2,468,000. Finally, Tempo Wealth LLC purchased a new stake in shares of Lincoln Electric during the 4th quarter worth $988,000. 79.61% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting 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.