Zacks Research Issues Positive Estimate for LECO Earnings

Posted by George Bondi on Aug 14th, 2026

Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) – Analysts at Zacks Research lifted their Q3 2026 EPS estimates for shares of Lincoln Electric in a report issued on Thursday, August 13th. Zacks Research analyst Team now anticipates that the industrial products company will post earnings of $2.71 per share for the quarter, up from their previous forecast of $2.70. The consensus estimate for Lincoln Electric’s current full-year earnings is $11.07 per share. Zacks Research also issued estimates for Lincoln Electric’s Q4 2026 earnings at $2.81 EPS, FY2026 earnings at $10.95 EPS, Q1 2027 earnings at $2.66 EPS, Q2 2027 earnings at $3.24 EPS, Q4 2027 earnings at $3.02 EPS, FY2027 earnings at $11.88 EPS, Q2 2028 earnings at $3.37 EPS and FY2028 earnings at $12.62 EPS.

Lincoln Electric (NASDAQ:LECO – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The industrial products company reported $2.93 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.81 by $0.12. The company had revenue of $1.22 billion for 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%.Lincoln Electric’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.60 earnings per share.

A number of other research analysts have also weighed in on the company. Stifel Nicolaus set a $275.00 price objective on Lincoln Electric in a report on Friday, May 1st. Morgan Stanley raised Lincoln Electric from an “underweight” rating to an “equal weight” rating and increased their price target for the company from $257.00 to $283.00 in a report on Monday. UBS Group started coverage on Lincoln Electric in a report on Monday. They set a “buy” rating and a $340.00 price target on the stock. Barclays lifted their target price 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. Finally, DA Davidson began coverage on shares of Lincoln Electric in a research note on Tuesday, June 16th. They issued a “buy” rating and a $320.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $307.22.

View Our Latest Stock Report on LECO

Lincoln Electric Trading Down 0.8%

LECO stock opened at $284.63 on Friday. The business’s 50-day moving average is $263.36 and its 200 day moving average is $265.10. Lincoln Electric has a 12-month low of $216.22 and a 12-month high of $310.00. The stock has a market cap of $15.52 billion, a price-to-earnings ratio of 28.43, a PEG ratio of 1.73 and a beta of 1.20. The company has a current ratio of 1.98, a quick ratio of 1.20 and a debt-to-equity ratio of 0.74.

Lincoln Electric Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th will be issued a $0.79 dividend. This represents a $3.16 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Wednesday, September 30th. Lincoln Electric’s dividend payout ratio is currently 31.57%.

Insider Buying and Selling at Lincoln Electric

In related news, EVP Michael J. Whitehead sold 845 shares of Lincoln Electric stock in a transaction that occurred on Tuesday, June 16th. The shares were 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 owned 9,319 shares in the company, valued at approximately $2,560,954.39. This trade represents a 8.31% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.68% of the company’s stock.

Hedge Funds Weigh In On Lincoln Electric

Hedge funds and other institutional investors have recently bought and sold shares of the company. Keating Financial Advisory Services Inc. acquired a new stake in shares of Lincoln Electric during the second quarter worth about $29,000. Elyxium Wealth LLC purchased a new position in Lincoln Electric in the fourth quarter valued at $27,000. Summit Securities Group LLC purchased a new stake in Lincoln Electric during the 4th quarter worth about $46,000. State of Wyoming acquired a new position in shares of Lincoln Electric during the second quarter worth about $69,000. Finally, United Community Bank purchased a new position in Lincoln Electric in the fourth quarter worth approximately $65,000. 79.61% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Lincoln Electric

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

Positive Sentiment: Zacks Research raised earnings estimates across multiple periods. The firm increased its FY2026 EPS forecast to $10.95 from $10.69, FY2027 to $11.88 from $11.77, and FY2028 to $12.62 from $12.32. It also lifted estimates for several upcoming quarters, including Q3 2026, Q4 2026, Q1 2027, Q2 2027, Q4 2027 and Q2 2028. The revisions suggest improving expectations for Lincoln Electric’s industrial-products business and provide a positive catalyst for LECO. Zacks Research earnings estimate revisions
Positive Sentiment: UBS upgraded Lincoln Electric to “strong-buy.” The upgrade represents a more bullish view from a major investment bank and may attract additional buying interest. It follows Lincoln Electric’s latest quarterly results, in which earnings and revenue exceeded consensus expectations and revenue grew 12% year over year. UBS upgrade report
Neutral Sentiment: Valuation remains an important consideration. With shares trading near $284.63, Lincoln Electric has a market capitalization of approximately $15.5 billion and a price-to-earnings ratio of about 28.4. The company is positioned well above its 50-day and 200-day moving averages and remains below its 52-week high of $310, indicating strong momentum but also a relatively full valuation. Lincoln Electric valuation analysis

About Lincoln Electric

(Get 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.