Lincoln ElectricLECO
LECO
About: Lincoln Electric is a leading manufacturer of welding, cutting, and brazing products. The firm's portfolio of products 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, Ohio, 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
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
83% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 48
65% more call options, than puts
Call options by funds: $4.09M | Put options by funds: $2.48M
30% more repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 171
5% more funds holding
Funds holding: 539 [Q4 2024] → 568 (+29) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 5 (+0) [Q1 2025]
3.38% less ownership
Funds ownership: 78.0% [Q4 2024] → 74.61% (-3.38%) [Q1 2025]
19% less capital invested
Capital invested by funds: $9.76B [Q4 2024] → $7.91B (-$1.85B) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$180
19%
downside
Avg. target
$199
11%
downside
High target
$225
1%
upside
4 analyst ratings
2 positive
50%
1 neutral
25%
1 negative
25%
Morgan Stanley Angel Castillo | 19%downside $180 | Underweight Maintained | 6 May 2025 |
Stifel Nathan Jones | 19%downside $180 | Hold Maintained | 1 May 2025 |
Keybanc Justin Patterson | 1%upside $225 | Overweight Maintained | 1 May 2025 |
Baird Mircea Dobre | 5%downside $212 | Outperform Maintained | 1 May 2025 |
Financial journalist opinion
Neutral
Business Wire
3 days ago
Lincoln Electric Schedules Webcast for Second Quarter 2025 Results
CLEVELAND--(BUSINESS WIRE)-- #LEA--Lincoln Electric Holdings, Inc., (the “Company”) (Nasdaq: LECO) announced today that it will release its second quarter 2025 results on Thursday, July 31, 2025, prior to market open. An investor conference call and webcast will take place at 10:00 a.m. (ET) later that day. The event is available via webcast in listen-only mode and can be accessed here or on the Company's Investor Relations home page at https://ir.lincolnelectric.com. To participate via telephone, ple.
Positive
Seeking Alpha
1 week ago
Top 50 High-Quality Dividend Stocks For July 2025
I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. In this turbulent year, my investable universe kept up with SPY and outperformed SCHD year-to-date, with a gain of 5.63% compared to 5.72% and -2.13%. This month, 18 stocks had valuation rating changes; 5 were upgrades, including Paychex with an attractive expected return.
Neutral
Business Wire
1 month ago
Lincoln Electric to Ring the Nasdaq Opening Bell on June 10, 2025
CLEVELAND--(BUSINESS WIRE)-- #LEA--Lincoln Electric Holdings, Inc. (Nasdaq: LECO) (“the Company”), the leading global manufacturer of advanced arc welding solutions, announced today that the Company will ring the Nasdaq Stock Market opening bell on Tuesday, June 10, 2025, which will begin at approximately 9:15am ET. Chair, President and CEO, Steven B. Hedlund, along with members of the Company's Board of Directors and its leadership team, will participate in the ceremonial bell ringing at the Nasdaq M.
Positive
Seeking Alpha
1 month ago
Top 50 High-Quality Dividend Stocks For June 2025
I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. In this turbulent year, my investable universe outperformed SPY and SCHD year-to-date, with a gain of 2.08% compared to 0.56% and -3.36%. This month, 12 stocks had valuation rating changes; 5 were upgrades, including Ferrari, Pool Corporation and Accenture PLC, all with strong expected returns.
Positive
Seeking Alpha
2 months ago
Lincoln Electric: An Undervalued Stock With A Better-Than-Fair Price
Lincoln Electric, a US-based global manufacturer of welding products, is now a $10 billion (by market cap) welding products leader. LECO increased its dividend for 30 consecutive years, with a 10-year dividend growth rate of 11.9%. The company moved its revenue from $2.5 billion in FY 2015 to $4.0 billion in FY 2024, a compound annual growth rate of 5.4%.
Positive
Seeking Alpha
2 months ago
Top 50 High-Quality Dividend Stocks For May 2025
I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. Despite a market sell-off, my investable universe outperformed SPY and SCHD year-to-date, with a loss of -1.83% compared to -5.49% and -4.64%. This month, 17 stocks had valuation rating changes; 10 were upgrades, including Jack Henry & Associates, West Pharma, and EOG Resources, all with strong expected returns.
Positive
Seeking Alpha
2 months ago
9 Dividend Aristocrats Potentially Set To Soar, No Matter What Happens Next
I'm going on a 2-week vacation with my family for my sister's wedding, so I've prepared a comprehensive article with three types of dividend aristocrat recommendations for whateveriscomingnext. Low-volatility aristocrats offer a 3.4% yield, a 46% downside capture ratio, and 52% less volatility than the S&P, making them ideal for addressing recession concerns while still providing a 23% return. High-yield aristocrats offer a 7% average yield with 11%-12% long-term return potential, providing low-risk income regardless of market or economic conditions.
Neutral
The Motley Fool
2 months ago
Why Lincoln Electrical Stock Sputtered by 4% Today
Lincoln Electric (LECO -4.36%) investors were hoping Wednesday that their company's first quarterly earnings report of 2025 wouldn't be indicative of how the rest of the year would go. The welding-products maker missed on the consensus analyst profitability estimate, and the market punished it by sending its stock to a more than 4% loss in price.
Neutral
Seeking Alpha
2 months ago
Lincoln Electric Holdings, Inc. (LECO) Q1 2025 Earnings Call Transcript
Lincoln Electric Holdings, Inc. (NASDAQ:LECO ) Q1 2025 Earnings Conference Call April 30, 2025 10:00 AM ET Company Participants Amanda Butler - Vice President, Investor Relations & Communications Steve Hedlund - Chairman, President & Chief Executive Officer Gabe Bruno - Chief Financial Officer Conference Call Participants Saree Boroditsky - Jefferies Bryan Blair - Oppenheimer Stefan Diaz - Morgan Stanley Mig Dobre - Baird Adam Farley - Stifel Walt Liptak - Seaport Research Chris Dankert - Loop Capital Markets Operator Greetings and welcome to the Lincoln Electric 2025 First Quarter Financial Results Conference Call. All lines have been placed on mute and this call is being recorded.
Positive
Zacks Investment Research
2 months ago
Lincoln Electric (LECO) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Lincoln Electric (LECO) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Charts implemented using Lightweight Charts™