65,284 Shares in Lincoln Electric Holdings, Inc. $LECO Purchased by GSA Capital Partners LLP

GSA Capital Partners LLP acquired a new position in Lincoln Electric Holdings, Inc. (NASDAQ:LECO) in the 2nd quarter, HoldingsChannel reports. The fund acquired 65,284 shares of the industrial products company’s stock, valued at approximately $2,308,000.

Other large investors have also modified their holdings of the company. Diamant Asset Management Inc. raised its holdings in shares of Lincoln Electric by 24,685.8% in 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 buying an additional 3,824,077 shares during the period. Norges Bank bought a new position in Lincoln Electric in the fourth quarter worth approximately $415,155,000. M&T Bank Corp grew its stake in 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 purchasing an additional 1,250,041 shares in the last quarter. William Blair Investment Management LLC bought a new stake in Lincoln Electric during the 4th quarter valued at $146,135,000. Finally, AQR Capital Management LLC raised its holdings in shares of Lincoln Electric by 439.8% in the second quarter. AQR Capital Management LLC now owns 596,617 shares of the industrial products company’s stock valued at $123,691,000 after acquiring an additional 486,090 shares in the last quarter. Hedge funds and other institutional investors own 79.61% of the company’s stock.

Lincoln Electric Stock Performance

Shares of LECO opened at $286.87 on Friday. The company has a current ratio of 1.98, a quick ratio of 1.20 and a debt-to-equity ratio of 0.74. The firm has a market cap of $15.64 billion, a PE ratio of 28.66, a P/E/G ratio of 1.72 and a beta of 1.20. Lincoln Electric Holdings, Inc. has a 12 month low of $216.22 and a 12 month high of $310.00. The stock has a fifty day moving average price of $263.85 and a 200-day moving average price of $265.26.

Lincoln Electric (NASDAQ:LECO) last announced its earnings results on Thursday, July 30th. The industrial products company reported $2.93 earnings per share for the quarter, topping the consensus estimate of $2.81 by $0.12. Lincoln Electric had a return on equity of 39.23% and a net margin of 12.35%.The firm had revenue of $1.22 billion for the quarter, compared to the consensus estimate of $1.17 billion. During the same period in the previous year, the business earned $2.60 EPS. The firm’s revenue for the quarter was up 12.0% on a year-over-year basis. Equities research analysts predict that Lincoln Electric Holdings, Inc. will post 11.11 earnings per share for the current fiscal year.

Lincoln Electric Announces Dividend

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

Insider Activity

In other news, EVP Michael J. Whitehead sold 845 shares of the company’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $274.81, for a total transaction of $232,214.45. Following the transaction, the executive vice president owned 9,319 shares in the company, valued at $2,560,954.39. This represents a 8.31% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 1.68% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts have issued reports on LECO shares. Weiss Ratings upgraded shares of Lincoln Electric from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 10th. Barclays boosted their price target on shares of Lincoln Electric from $280.00 to $300.00 and gave the company an “overweight” rating in a report on Tuesday, May 5th. Stifel Nicolaus set a $275.00 price target on shares of Lincoln Electric in a research report on Friday, May 1st. DA Davidson began coverage on shares of Lincoln Electric in a research note on Tuesday, June 16th. They set a “buy” rating and a $320.00 price objective on the stock. Finally, Wall Street Zen raised shares of Lincoln Electric from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. 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.com, Lincoln Electric presently has an average rating of “Moderate Buy” and a consensus target price of $307.22.

Key Lincoln Electric News

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

• Positive Sentiment: UBS upgraded LECO to “strong buy.” The rating upgrade provides a notable bullish signal and may be supporting investor demand for the industrial-products company. Ticker Report article
• Positive Sentiment: Zacks Research raised earnings forecasts across multiple periods. Estimates increased for third-quarter and fourth-quarter 2026 EPS to $2.71 and $2.81, respectively. Full-year 2026 EPS rose from $10.69 to $10.95, while FY2027 increased from $11.77 to $11.88 and FY2028 from $12.32 to $12.62. Several 2027 and 2028 quarterly estimates were also raised, reinforcing expectations for continued earnings growth. MarketBeat analyst estimates
• Positive Sentiment: Momentum indicators remain favorable. Zacks characterized Lincoln Electric as a strong momentum stock, which could attract growth and momentum-oriented investors. Zacks momentum analysis
• Neutral Sentiment: Investors are also evaluating changes in the Americas welding market and whether LECO’s valuation still offers upside after its recent advance. The issue may limit enthusiasm despite the bullish analyst actions. Yahoo Finance valuation and Americas welding analysis

About Lincoln Electric

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.