Lincoln Electric
LECO
About: Lincoln Electric is a leading manufacturer of welding, cutting, and brazing products. Its portfolio includes arc-welding solutions, plasma and oxy-fuel cutting systems, and brazing and soldering alloys, as well as automation solutions. Lincoln Electric serves clients in the general fabrication, heavy industries, automotive, construction, shipbuilding, energy, and process industries, among other end markets. Based in Cleveland, Lincoln Electric has operations in 19 countries and has 11,000 employees worldwide. The company generated roughly $4 billion in sales in 2024.
Employees: 12,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
46% more call options, than puts
Call options by funds: $8.55M | Put options by funds: $5.85M
40% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 7 (+2) [Q2]
34% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 62
15% more capital invested
Capital invested by funds: $7.95B [Q1] → $9.17B (+$1.23B) [Q2]
4.25% more ownership
Funds ownership: 74.98% [Q1] → 79.24% (+4.25%) [Q2]
2% more funds holding
Funds holding: 572 [Q1] → 584 (+12) [Q2]
11% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 222
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
Roth Capital
Tom Hayes
|
$279
|
Buy
Initiated
|
5 Sep 2025 |
|
Stifel
Nathan Jones
|
$250
|
Hold
Maintained
|
1 Aug 2025 |
|
Keybanc
Steve Barger
|
$280
|
Overweight
Maintained
|
1 Aug 2025 |
|
Keybanc
Jeffrey Hammond
|
$250
|
Overweight
Maintained
|
15 Jul 2025 |
Financial journalist opinion
Based on 7 articles about LECO published over the past 30 days
