Janus Henderson Group PLC Sells 17,662 Shares of Lincoln Electric Holdings, Inc. $LECO

Posted by Stanley Muller on Aug 2nd, 2026

Janus Henderson Group PLC cut its position in Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) by 8.5% in the first quarter, HoldingsChannel.com reports. The firm owned 190,355 shares of the industrial products company’s stock after selling 17,662 shares during the period. Janus Henderson Group PLC’s holdings in Lincoln Electric were worth $47,416,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of LECO. Diamant Asset Management Inc. increased its position in shares of Lincoln Electric by 24,685.8% during the first quarter. Diamant Asset Management Inc. now owns 3,839,568 shares of the industrial products company’s stock worth $956,360,000 after purchasing an additional 3,824,077 shares in the last quarter. Norges Bank acquired a new position in Lincoln Electric during the 4th quarter valued at approximately $415,155,000. M&T Bank Corp raised its holdings in shares of Lincoln Electric by 5,862.4% in the fourth quarter. M&T Bank Corp now owns 1,271,364 shares of the industrial products company’s stock worth $304,670,000 after buying an additional 1,250,041 shares during the last quarter. William Blair Investment Management LLC acquired a new stake in shares of Lincoln Electric during the fourth quarter worth $146,135,000. Finally, AQR Capital Management LLC grew its stake in Lincoln Electric by 439.8% during the 2nd quarter. AQR Capital Management LLC now owns 596,617 shares of the industrial products company’s stock valued at $123,691,000 after purchasing an additional 486,090 shares during the last quarter. 79.61% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on LECO. Barclays increased their price objective on shares of Lincoln Electric from $280.00 to $300.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 5th. DA Davidson started coverage on Lincoln Electric in a report on Tuesday, June 16th. They issued a “buy” rating and a $320.00 price target for the company. Wall Street Zen lowered shares of Lincoln Electric from a “buy” rating to a “hold” rating in a research report on Monday, July 20th. Weiss Ratings upgraded Lincoln Electric from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 10th. Finally, Morgan Stanley boosted their price objective on Lincoln Electric from $250.00 to $253.00 and gave the company an “underweight” rating in a research report on Friday, July 17th. Five equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Lincoln Electric presently has a consensus rating of “Hold” and an average price target of $299.38.

Check Out Our Latest Research Report on LECO

Insider Transactions at Lincoln Electric

In other Lincoln Electric news, EVP Michael J. Whitehead sold 845 shares of the firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $274.81, for a total value of $232,214.45. Following the completion of the sale, the executive vice president directly owned 9,319 shares of the company’s stock, valued at $2,560,954.39. This trade represents a 8.31% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.68% of the stock is currently owned by insiders.

Lincoln Electric Stock Performance

NASDAQ LECO opened at $261.31 on Friday. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.98 and a quick ratio of 1.15. The stock’s 50 day simple moving average is $259.82 and its 200-day simple moving average is $263.69. The company has a market cap of $14.32 billion, a PE ratio of 26.10, a price-to-earnings-growth ratio of 1.60 and a beta of 1.20. Lincoln Electric Holdings, Inc. has a 1-year low of $216.22 and a 1-year high of $310.00.

Lincoln Electric (NASDAQ:LECO – Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The industrial products company reported $2.93 EPS for the quarter, beating the consensus estimate of $2.81 by $0.12. The firm had revenue of $1.22 billion during the quarter, compared to the consensus estimate of $1.17 billion. Lincoln Electric had a return on equity of 39.23% and a net margin of 12.35%.The firm’s revenue was up 12.0% compared to the same quarter last year. During the same period in the prior year, the company earned $2.60 EPS. As a group, equities research analysts anticipate that Lincoln Electric Holdings, Inc. will post 10.85 EPS for the current fiscal year.

Lincoln Electric Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Wednesday, September 30th will be issued a $0.79 dividend. This represents a $3.16 annualized dividend and a yield of 1.2%. The ex-dividend date is Wednesday, September 30th. Lincoln Electric’s dividend payout ratio is presently 31.57%.

Lincoln Electric News Summary

Here are the key news stories impacting Lincoln Electric this week:

Positive Sentiment: Quarterly earnings beat estimates: Lincoln Electric reported adjusted earnings of $2.93 per share, above the consensus estimate of $2.81 and up from $2.60 in the year-ago quarter. Lincoln Electric Holdings Tops Q2 Earnings and Revenue Estimates
Positive Sentiment: Revenue substantially exceeded forecasts: Sales reached $1.22 billion, compared with analyst expectations of approximately $1.17 billion, representing 12% year-over-year growth. Lincoln Electric Q2 Earnings Snapshot
Positive Sentiment: Record operating performance: Management described the quarter as a record period for sales, profitability, earnings and cash flow, reinforcing the view that demand and execution remain favorable across the industrial products business. Lincoln Electric Reports Second Quarter 2026 Results
Neutral Sentiment: Additional investor context: The earnings-call transcript and presentation provide management’s detailed discussion of quarterly results, business conditions and the outlook. Investors will likely focus on forward demand trends and any changes to full-year expectations. Lincoln Electric 2026 Q2 Results Earnings Call Presentation

Lincoln Electric Profile

(Free Report)

Lincoln Electric Holdings, Inc (NASDAQ: LECO) is a global manufacturer and distributor of welding products, robotic welding systems, plasma and oxyfuel cutting equipment, and surface treatment systems. The company’s portfolio encompasses welding consumables such as electrodes and wires, as well as power sources, torches, and automated welding cells. Lincoln Electric also offers software solutions and training services designed to optimize productivity and quality in fabrication and manufacturing operations.

Founded in 1895 by John C.