Vanguard Group Inc. Has $731.61 Million Position in Lear Corporation $LEA

Vanguard Group Inc. reduced its holdings in Lear Corporation (NYSE:LEA) by 4.2% during the 4th quarter, Holdings Channel reports. The institutional investor owned 6,384,043 shares of the auto parts company’s stock after selling 276,638 shares during the quarter. Vanguard Group Inc. owned about 0.12% of Lear worth $731,611,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Dimensional Fund Advisors LP boosted its stake in shares of Lear by 2.1% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,784,110 shares of the auto parts company’s stock worth $280,106,000 after buying an additional 57,443 shares during the last quarter. Schroder Investment Management Group boosted its stake in shares of Lear by 1.3% during the 3rd quarter. Schroder Investment Management Group now owns 1,825,057 shares of the auto parts company’s stock worth $182,688,000 after buying an additional 23,773 shares during the last quarter. American Century Companies Inc. boosted its stake in shares of Lear by 23.6% during the 3rd quarter. American Century Companies Inc. now owns 1,569,341 shares of the auto parts company’s stock worth $157,891,000 after buying an additional 299,841 shares during the last quarter. M&T Bank Corp boosted its stake in shares of Lear by 46,707.8% during the 4th 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 during the last quarter. Finally, Jacobs Levy Equity Management Inc. boosted its stake in shares of Lear by 20.6% during the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 734,087 shares of the auto parts company’s stock worth $73,856,000 after buying an additional 125,422 shares during the last quarter. 97.04% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on LEA shares. 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. Citigroup increased their price objective on shares of Lear from $146.00 to $177.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. TD Cowen reduced their price objective on shares of Lear from $133.00 to $132.00 and set a “hold” rating for the company in a research note on Wednesday, April 15th. Bank of America started coverage on shares of Lear in a research note on Wednesday, March 4th. They set a “neutral” rating for the company. Finally, Morgan Stanley increased their price objective on shares of Lear from $112.00 to $123.00 and gave the stock an “equal weight” rating in a research note on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $134.92.

Lear Stock Down 0.1%

Shares of LEA stock opened at $132.24 on Monday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.05 and a current ratio of 1.33. The firm’s 50-day moving average is $122.88 and its 200-day moving average is $118.00. The stock has a market cap of $6.70 billion, a price-to-earnings ratio of 13.22, a PEG ratio of 0.84 and a beta of 1.21. Lear Corporation has a 52-week low of $82.88 and a 52-week high of $142.84.

Lear (NYSE:LEA) last issued its earnings results on Friday, May 1st. The auto parts company reported $3.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.51 by $0.36. The company 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 quarterly revenue was up 4.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.12 EPS. Sell-side analysts predict that Lear Corporation will post 14.19 EPS for the current year.

Lear Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Stockholders of record on Thursday, March 5th were issued a $0.77 dividend. This represents a $3.08 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend was Thursday, March 5th. Lear’s dividend payout ratio is presently 30.80%.

Insider Activity

In other news, SVP Harry Albert Kemp sold 7,000 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $136.31, for a total value of $954,170.00. Following the sale, the senior vice president directly owned 17,423 shares of the company’s stock, valued at approximately $2,374,929.13. This represents a 28.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Jason M. Cardew sold 10,000 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $134.51, for a total transaction of $1,345,100.00. Following the completion of the sale, the chief financial officer directly owned 22,741 shares in the company, valued at approximately $3,058,891.91. The trade was a 30.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 25,264 shares of company stock valued at $3,400,687 in the last 90 days. 1.02% of the stock is owned by company insiders.

Lear News Roundup

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Q1 EPS beat and profit jump — Lear reported adjusted EPS of $3.87, topping consensus and marking its highest adjusted EPS since 2019 (and highest GAAP EPS since 2021); management cited strong demand in Seating and E?Systems driving a roughly 24% profit increase. Lear Corp Crushes Earnings: Seating, E-Systems Drive 24% Profit Jump
• Positive Sentiment: Company press release and outlook — Lear’s PR stated Q1 results were the highest EPS levels in years and the company reaffirmed its FY2026 financial outlook, which supports upside sentiment. Lear Reports First Quarter 2026 Results; The Highest EPS Since 2021 And The Highest Adjusted EPS Since 2019
• Positive Sentiment: Analyst and media confirmation — Multiple outlets (Zacks, MarketBeat) highlight the EPS beat and rising profits; at least one analyst set a $134.92 price target ahead of the print, adding support to the rally. Lear (LEA) Q1 Earnings Surpass Estimates
• Neutral Sentiment: Revenue roughly flat to estimates — Revenue rose 4.7% year-over-year to $5.82B but narrowly missed the consensus (~$5.84B), so top-line momentum is positive but not materially stronger than expected. Lear earnings release / transcript
• Negative Sentiment: Margins and net income context — Despite higher EPS, Lear’s reported net margin was modest (~1.9%), indicating profits are sensitive to mix, costs and lower industry vehicle output; this could cap enthusiasm if auto production weakens. Lear 1Q Profit, Revenue Rise Despite Lower Auto Output

Lear Company Profile

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.