Systematic Financial Management LP Raises Stake in Lear Corporation $LEA

Posted by Brenda Bartman on May 25th, 2026

Systematic Financial Management LP lifted its position in shares of Lear Corporation (NYSE:LEA – Free Report) by 19.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 25,044 shares of the auto parts company’s stock after buying an additional 4,025 shares during the quarter. Systematic Financial Management LP’s holdings in Lear were worth $2,870,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of LEA. M&T Bank Corp grew its holdings in shares of Lear by 46,707.8% during the fourth quarter. M&T Bank Corp now owns 951,602 shares of the auto parts company’s stock worth $109,054,000 after buying an additional 949,569 shares in the last quarter. Balyasny Asset Management L.P. purchased a new stake in Lear in the second quarter valued at approximately $39,656,000. Caisse de depot et placement du Quebec purchased a new stake in Lear in the third quarter valued at approximately $40,984,000. American Century Companies Inc. grew its holdings in Lear by 23.6% in the third quarter. American Century Companies Inc. now owns 1,569,341 shares of the auto parts company’s stock valued at $157,891,000 after purchasing an additional 299,841 shares during the period. Finally, Life Cycle Investment Partners Ltd purchased a new stake in Lear in the fourth quarter valued at approximately $22,539,000. 97.04% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

LEA has been the subject of a number of recent analyst reports. Royal Bank Of Canada boosted their target price on shares of Lear from $134.00 to $138.00 and gave the company a “sector perform” rating in a report on Tuesday, May 5th. Wells Fargo & Company boosted their target price on shares of Lear from $126.00 to $133.00 and gave the company an “equal weight” rating in a report on Monday, May 4th. JPMorgan Chase & Co. boosted their target price on shares of Lear from $152.00 to $153.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. TD Cowen restated a “hold” rating on shares of Lear in a report on Monday, May 4th. Finally, Benchmark initiated coverage on shares of Lear in a report on Thursday, February 19th. They issued a “buy” rating and a $170.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $140.54.

Get Our Latest Research Report on Lear

Lear Trading Down 0.1%

Shares of LEA stock opened at $139.73 on Monday. The stock has a market cap of $7.00 billion, a price-to-earnings ratio of 13.97, a price-to-earnings-growth ratio of 0.71 and a beta of 1.21. The company has a quick ratio of 1.05, a current ratio of 1.33 and a debt-to-equity ratio of 0.51. Lear Corporation has a fifty-two week low of $86.14 and a fifty-two week high of $142.84. The firm’s 50 day moving average price is $125.37 and its two-hundred day moving average price is $121.31.

Lear (NYSE:LEA – Get Free Report) last announced its quarterly earnings results on Friday, May 1st. The auto parts company reported $3.87 earnings per share for the quarter, beating analysts’ consensus estimates of $3.51 by $0.36. The firm had revenue of $5.82 billion for the quarter, compared to analysts’ expectations of $5.84 billion. Lear had a net margin of 2.25% and a return on equity of 13.69%. Lear’s revenue was up 4.7% compared to the same quarter last year. During the same period in the previous year, the company posted $3.12 earnings per share. On average, analysts anticipate that Lear Corporation will post 14.61 EPS for the current year.

Lear Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Wednesday, June 3rd will be given a dividend of $0.77 per share. This represents a $3.08 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Wednesday, June 3rd. Lear’s payout ratio is 30.80%.

Insiders Place Their Bets

In other Lear news, VP Marianne Vidershain sold 1,590 shares of Lear stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $135.00, for a total transaction of $214,650.00. Following the transaction, the vice president directly owned 1,862 shares of the company’s stock, valued at $251,370. The trade was a 46.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. 1.02% of the stock is currently owned by company insiders.

Lear News Summary

Here are the key news stories impacting Lear this week:

Positive Sentiment: Zacks highlighted Lear (LEA) as a top-ranked growth stock, which may draw in growth-oriented investors and support the shares. Lear (LEA) is a Top-Ranked Growth Stock: Should You Buy?
Neutral Sentiment: Recent articles about saunas, red light therapy, crypto regulation, and other unrelated topics do not appear to affect Lear’s shares. The health benefits of saunas: backed by research and experts
Neutral Sentiment: Lear’s latest reported results showed EPS ahead of expectations and revenue growth, helping reinforce the stock’s positive momentum, though this was from an earlier earnings release rather than a new catalyst today.

Lear Company Profile

(Free Report)

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.