Lear Corporation (NYSE:LEA) Receives Average Rating of “Hold” from Analysts

Lear Corporation (NYSE:LEA) has received a consensus rating of “Hold” from the twelve ratings firms that are currently covering the firm, Marketbeat Ratings reports. Ten equities research analysts have rated the stock with a hold recommendation and two have issued a buy recommendation on the company. The average 12-month price objective among brokers that have covered the stock in the last year is $126.00.

Several brokerages have recently issued reports on LEA. Morgan Stanley reaffirmed an “equal weight” rating and issued a $112.00 target price (down previously from $115.00) on shares of Lear in a research note on Monday, December 8th. Barclays raised their price target on Lear from $120.00 to $125.00 and gave the stock an “equal weight” rating in a research report on Monday, November 10th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Lear in a research note on Wednesday, October 8th. JPMorgan Chase & Co. raised their target price on Lear from $133.00 to $138.00 and gave the stock an “overweight” rating in a report on Monday, November 3rd. Finally, Citigroup boosted their target price on Lear from $136.00 to $146.00 and gave the stock a “buy” rating in a research report on Monday, December 15th.

Insider Activity

In related news, CFO Jason M. Cardew sold 5,000 shares of the company’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 in the company, valued at $1,801,383.48. This represents a 24.70% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.91% of the stock is owned by company insiders.

Institutional Investors Weigh In On Lear

Several large investors have recently modified their holdings of the business. Jones Financial Companies Lllp lifted its holdings in shares of Lear by 5,205.1% during the 1st quarter. Jones Financial Companies Lllp now owns 7,268 shares of the auto parts company’s stock valued at $604,000 after purchasing an additional 7,131 shares in the last quarter. United Services Automobile Association acquired a new stake in Lear during the 1st quarter worth approximately $267,000. Empowered Funds LLC acquired a new position in shares of Lear in the first quarter valued at approximately $256,000. Voya Investment Management LLC increased its position in shares of Lear by 34.4% during the first quarter. Voya Investment Management LLC now owns 45,690 shares of the auto parts company’s stock worth $4,031,000 after acquiring an additional 11,696 shares in the last quarter. Finally, Harbor Capital Advisors Inc. increased its position in shares of Lear by 25.1% during the second quarter. Harbor Capital Advisors Inc. now owns 49,567 shares of the auto parts company’s stock worth $4,708,000 after acquiring an additional 9,945 shares in the last quarter. 97.04% of the stock is currently owned by institutional investors.

Lear Stock Down 3.3%

NYSE LEA opened at $121.06 on Thursday. The stock has a market capitalization of $6.28 billion, a P/E ratio of 14.80, a price-to-earnings-growth ratio of 1.12 and a beta of 1.30. Lear has a 52 week low of $73.85 and a 52 week high of $127.36. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.05 and a current ratio of 1.35. The stock has a fifty day moving average of $113.56 and a 200-day moving average of $107.08.

Lear (NYSE:LEA) last posted its quarterly earnings results on Friday, October 31st. The auto parts company reported $2.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.76 by $0.03. The business had revenue of $5.68 billion for the quarter, compared to analysts’ expectations of $5.63 billion. Lear had a return on equity of 13.44% and a net margin of 1.92%.The firm’s quarterly revenue was up 1.7% compared to the same quarter last year. During the same quarter last year, the business earned $2.89 earnings per share. On average, equities research analysts forecast that Lear will post 12.89 EPS for the current year.

Lear Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 30th. Shareholders of record on Wednesday, December 10th were issued a $0.77 dividend. The ex-dividend date was Wednesday, December 10th. This represents a $3.08 annualized dividend and a yield of 2.5%. Lear’s dividend payout ratio (DPR) is 37.65%.

Key Stories Impacting Lear

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Lear’s most recent quarterly results showed an EPS beat and slight revenue growth vs. year-ago — evidence the company is still delivering near-term operating resilience amid cyclical auto demand. (Background quarterly data)
• Neutral Sentiment: Market/industry headlines that are unrelated to Lear but can move risk appetite for cyclical auto suppliers — broad macro or sector news can drive intra-day moves in LEA. Examples from the feed: Elon Musk joking about airline deals (irrelevant to auto suppliers but part of broader market chatter). Elon Musk Takes Another Dig At Michael O’Leary
• Neutral Sentiment: Macro-policy and sector stories (e.g., cannabis rescheduling commentary) can shift risk-on/risk-off sentiment but are not directly tied to Lear’s fundamentals. Trump’s Cannabis Rescheduling Order
• Neutral Sentiment: Tech/AI and investment-education pieces in the feed (Cognizant/AI workforce, options trading lessons, seasonality/timing patterns) are background market content that might influence broad market flows but don’t change Lear’s outlook directly. Examples: Cognizant AI labor article, options training pieces. Learning and work are converging
• Neutral Sentiment: Article about Lear Capital (a precious-metals IRA provider) is unrelated to Lear Corporation (LEA) but could cause name confusion for some retail investors; the mention is not material to Lear Corporation’s operations. Lear Capital Reviews Analysis

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.