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 7,245 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
85% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 47
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: 223 | Existing positions reduced: 171
5% more funds holding
Funds holding: 539 [Q4 2024] → 567 (+28) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]
3.4% less ownership
Funds ownership: 77.99% [Q4 2024] → 74.59% (-3.4%) [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
7%
downside
Avg. target
$199
3%
upside
High target
$225
16%
upside
4 analyst ratings
2 positive
50%
1 neutral
25%
1 negative
25%
Morgan Stanley Angel Castillo | 7%downside $180 | Underweight Maintained | 6 May 2025 |
Stifel Nathan Jones | 7%downside $180 | Hold Maintained | 1 May 2025 |
Keybanc Justin Patterson | 16%upside $225 | Overweight Maintained | 1 May 2025 |
Baird Mircea Dobre | 10%upside $212 | Outperform Maintained | 1 May 2025 |
Financial journalist opinion
Based on 11 articles about LECO published over the past 30 days
Positive
Seeking Alpha
2 weeks 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 weeks 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 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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.
Negative
Zacks Investment Research
3 weeks ago
Lincoln Electric Holdings (LECO) Misses Q1 Earnings Estimates
Lincoln Electric Holdings (LECO) came out with quarterly earnings of $2.16 per share, missing the Zacks Consensus Estimate of $2.22 per share. This compares to earnings of $2.23 per share a year ago.
Neutral
Business Wire
3 weeks ago
Lincoln Electric Reports First Quarter 2025 Results
CLEVELAND--(BUSINESS WIRE)-- #LEA--Lincoln Electric Holdings, Inc. (the “Company”) (Nasdaq: LECO) today reported first quarter 2025 net income of $118.5 million, or diluted earnings per share (EPS) of $2.10, which included special item after-tax net charges of $3.4 million, or $0.06 EPS. This compares with prior year period net income of $123.4 million, or $2.14 EPS, which included special item after-tax net charges of $5.2 million, or $0.09 EPS. Excluding special items, first quarter 2025 adjusted ne.
Neutral
Business Wire
3 weeks ago
Lincoln Electric to Present at the Oppenheimer 20th Annual Industrial Growth Conference
CLEVELAND--(BUSINESS WIRE)-- #LEA--Lincoln Electric Holdings, Inc. (Nasdaq: LECO) today announced that Gabriel Bruno, Executive Vice President and Chief Financial Officer, will speak at the Oppenheimer 20th Annual Industrial Growth Conference being held virtually on Wednesday, May 7, 2025, at 2:15pm Eastern Time. The presentation will be webcast and can be accessed on our Investor Relations web site at https://ir.lincolnelectric.com. A replay will also be accessible on our Investor Relations web site.
Neutral
Business Wire
4 weeks ago
Lincoln Electric Board Declares Dividend
CLEVELAND--(BUSINESS WIRE)-- #LEA--Lincoln Electric Holdings, Inc., (Nasdaq: LECO) announced today that its Board of Directors has declared a quarterly cash dividend of $0.75 per common share, payable July 15, 2025, to shareholders of record as of June 30, 2025. Business Lincoln Electric is the world leader in the engineering, design, and manufacturing of advanced arc welding solutions, automated joining, assembly and cutting systems, plasma and oxy-fuel cutting equipment, and has a leading global pos.
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