Lear Corporation (NYSE:LEA) Receives $138.00 Consensus Target Price from Analysts

Lear Corporation (NYSE:LEA) has been assigned a consensus recommendation of “Hold” from the fourteen brokerages that are covering the stock, MarketBeat reports. Ten investment analysts have rated the stock with a hold recommendation, three have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 12-month price objective among analysts that have updated their coverage on the stock in the last year is $137.5833.

A number of equities research analysts have recently issued reports on LEA shares. Argus raised shares of Lear to a “strong-buy” rating in a report on Monday, February 9th. Wells Fargo & Company reduced their price objective on shares of Lear from $131.00 to $126.00 and set an “equal weight” rating for the company in a research note on Tuesday, March 31st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Lear in a report on Thursday, January 22nd. UBS Group increased their target price on shares of Lear from $135.00 to $145.00 and gave the stock a “neutral” rating in a research note on Thursday, February 5th. Finally, Bank of America assumed coverage on shares of Lear in a report on Wednesday, March 4th. They issued a “neutral” rating for the company.

Insiders Place Their Bets

In related news, CFO Jason M. Cardew sold 10,000 shares of the business’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $134.51, for a total transaction of $1,345,100.00. Following the completion of the transaction, the chief financial officer directly owned 22,741 shares in the company, valued at $3,058,891.91. The trade was a 30.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Alicia J. Davis sold 6,630 shares of the company’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $132.98, for a total value of $881,657.40. Following the completion of the transaction, the senior vice president owned 9,972 shares in the company, valued at $1,326,076.56. This represents a 39.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 25,264 shares of company stock valued at $3,400,687 in the last ninety days. Corporate insiders own 0.91% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Altshuler Shaham Ltd bought a new stake in Lear during the fourth quarter valued at approximately $25,000. Los Angeles Capital Management LLC purchased a new position in Lear in the 4th quarter worth approximately $30,000. Global Retirement Partners LLC increased its holdings in shares of Lear by 942.3% in the 4th quarter. Global Retirement Partners LLC now owns 271 shares of the auto parts company’s stock worth $31,000 after buying an additional 245 shares during the last quarter. WealthCollab LLC purchased a new stake in shares of Lear during the 2nd quarter valued at $28,000. Finally, Allworth Financial LP raised its position in shares of Lear by 62.6% during the 3rd quarter. Allworth Financial LP now owns 309 shares of the auto parts company’s stock valued at $31,000 after buying an additional 119 shares in the last quarter. 97.04% of the stock is currently owned by institutional investors.

Lear Stock Performance

NYSE:LEA opened at $118.47 on Tuesday. The business’s fifty day moving average is $125.21 and its 200 day moving average is $114.86. The firm has a market cap of $6.01 billion, a price-to-earnings ratio of 14.54, a PEG ratio of 0.85 and a beta of 1.24. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.05 and a current ratio of 1.35. Lear has a 52-week low of $73.85 and a 52-week high of $142.84.

Lear (NYSE:LEA) last issued its earnings results on Wednesday, February 4th. The auto parts company reported $3.41 EPS for the quarter, topping the consensus estimate of $2.67 by $0.74. The business had revenue of $5.99 billion during the quarter, compared to the consensus estimate of $5.78 billion. Lear had a return on equity of 13.40% and a net margin of 1.88%.The firm’s revenue was up 4.8% compared to the same quarter last year. During the same quarter last year, the company earned $2.94 EPS. Research analysts predict that Lear will post 12.89 EPS for the current year.

Lear Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Thursday, March 5th were paid a dividend of $0.77 per share. The ex-dividend date of this dividend was Thursday, March 5th. This represents a $3.08 annualized dividend and a yield of 2.6%. Lear’s dividend payout ratio (DPR) is currently 37.79%.

Key Stories Impacting Lear

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Recent quarterly results and fundamentals: Lear’s February quarter topped EPS and revenue expectations and its trailing P/E and PEG (about 14.5 and 0.88) keep the stock attractive to growth/value investors — a reason some analysts remain constructive on longer-term upside.
• Positive Sentiment: Zacks and other bullish writeups highlight Lear’s growth runway (electrified vehicle seating, content per vehicle gains, margin recovery) and favorable style scores that support a long-term growth case. Why Lear (LEA) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Media analyses reiterate the long-term thesis but note investors are revisiting valuation after the recent appreciation; these pieces frame the rally as a mix of fundamental progress and multiple expansion rather than new, company-specific catalysts. Assessing Lear (LEA) Valuation As Investors Revisit The Stock’s Recent Performance
• Neutral Sentiment: Press profiles and stock pages provide company background and consolidated coverage but do not introduce fresh catalysts; they tend to keep investor focus on execution against EV/content trends and prior quarterly results. Lear Corporation
• Negative Sentiment: Near-term technical/flow pressures: the stock’s recent pullback and trading modestly below its 50‑day moving average, along with slightly below‑average volume, suggest profit-taking/rotation risk even as fundamentals remain supportive — a likely reason for today’s downward move.

About Lear

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.