Zacks Research Has Optimistic Outlook of LECO Q2 Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Stock analysts at Zacks Research raised their Q2 2026 EPS estimates for Lincoln Electric in a research note issued on Monday, June 8th. Zacks Research analyst Team now forecasts that the industrial products company will earn $2.70 per share for the quarter, up from their prior forecast of $2.69. The consensus estimate for Lincoln Electric’s current full-year earnings is $10.81 per share. Zacks Research also issued estimates for Lincoln Electric’s Q4 2026 earnings at $2.79 EPS and Q1 2028 earnings at $2.77 EPS.

Lincoln Electric (NASDAQ:LECO) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $2.50 EPS for the quarter, beating the consensus estimate of $2.42 by $0.08. Lincoln Electric had a net margin of 12.38% and a return on equity of 39.33%. The business had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.07 billion. During the same quarter last year, the firm posted $2.16 earnings per share. The business’s revenue for the quarter was up 11.7% compared to the same quarter last year.

A number of other analysts have also weighed in on the company. Weiss Ratings upgraded Lincoln Electric from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, April 16th. Barclays upped their price target on Lincoln Electric from $280.00 to $300.00 and gave the stock an “overweight” rating in a report on Tuesday, May 5th. Jefferies Financial Group reiterated a “hold” rating and issued a $280.00 price objective (down from $350.00) on shares of Lincoln Electric in a research note on Tuesday, March 31st. KeyCorp boosted their price objective on Lincoln Electric from $280.00 to $340.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Finally, Morgan Stanley reaffirmed an “underweight” rating and issued a $250.00 target price on shares of Lincoln Electric in a report on Monday, May 4th. Four analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Lincoln Electric currently has an average rating of “Hold” and a consensus price target of $296.00.

Lincoln Electric Price Performance

Lincoln Electric stock opened at $265.45 on Wednesday. The company has a quick ratio of 1.15, a current ratio of 1.83 and a debt-to-equity ratio of 0.76. Lincoln Electric has a 52-week low of $199.13 and a 52-week high of $310.00. The firm has a market cap of $14.54 billion, a PE ratio of 27.39, a price-to-earnings-growth ratio of 1.61 and a beta of 1.21. The company’s 50 day moving average is $259.15 and its two-hundred day moving average is $259.28.

Institutional Investors Weigh In On Lincoln Electric

Institutional investors have recently added to or reduced their stakes in the business. Edgestream Partners L.P. increased its stake in Lincoln Electric by 56.7% in the first quarter. Edgestream Partners L.P. now owns 27,987 shares of the industrial products company’s stock valued at $6,971,000 after purchasing an additional 10,127 shares during the last quarter. Centaurus Financial Inc. purchased a new stake in shares of Lincoln Electric during the 1st quarter worth approximately $582,000. Bull Harbor Capital LLC purchased a new stake in shares of Lincoln Electric during the 1st quarter worth approximately $985,000. Amundi boosted its holdings in shares of Lincoln Electric by 45.9% in the 1st quarter. Amundi now owns 3,477 shares of the industrial products company’s stock valued at $866,000 after buying an additional 1,094 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its stake in Lincoln Electric by 20.1% during the 1st quarter. EverSource Wealth Advisors LLC now owns 1,975 shares of the industrial products company’s stock worth $492,000 after acquiring an additional 331 shares in the last quarter. Hedge funds and other institutional investors own 79.61% of the company’s stock.

Lincoln Electric Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be issued a $0.79 dividend. The ex-dividend date is Tuesday, June 30th. This represents a $3.16 dividend on an annualized basis and a dividend yield of 1.2%. Lincoln Electric’s dividend payout ratio is presently 32.61%.

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.