Zacks Research Issues Positive Forecast for LECO Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Zacks Research lifted their Q3 2026 earnings per share estimates for shares of Lincoln Electric in a research report issued on Thursday, October 1st. Zacks Research analyst Team now forecasts that the industrial products company will earn $2.80 per share for the quarter, up from their prior estimate of $2.71. The consensus estimate for Lincoln Electric’s current full-year earnings is $11.16 per share. Zacks Research also issued estimates for Lincoln Electric’s Q4 2026 earnings at $2.91 EPS, FY2026 earnings at $11.14 EPS, Q1 2027 earnings at $2.84 EPS, Q2 2027 earnings at $3.30 EPS, Q3 2027 earnings at $3.10 EPS, Q4 2027 earnings at $3.14 EPS, FY2027 earnings at $12.38 EPS, Q1 2028 earnings at $3.10 EPS, Q2 2028 earnings at $3.59 EPS, Q3 2028 earnings at $3.35 EPS and FY2028 earnings at $13.45 EPS.

LECO has been the topic of several other reports. Morgan Stanley raised shares of Lincoln Electric from an “underweight” rating to an “equal weight” rating and upped their price objective for the stock from $257.00 to $283.00 in a research note on Monday, August 10th. UBS Group began coverage on Lincoln Electric in a research report on Monday, August 10th. They set a “buy” rating and a $340.00 price target on the stock. Wall Street Zen upgraded Lincoln Electric from a “hold” rating to a “buy” rating in a research report on Sunday, September 20th. Weiss Ratings cut Lincoln Electric from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, September 21st. Finally, DA Davidson began coverage on Lincoln Electric in a research note on Tuesday, June 16th. They issued a “buy” rating and a $320.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $307.22.

Lincoln Electric Stock Up 1.8%

LECO opened at $269.40 on Friday. The firm has a market cap of $14.68 billion, a price-to-earnings ratio of 26.91, a PEG ratio of 1.58 and a beta of 1.21. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.20 and a current ratio of 1.98. The firm’s 50-day simple moving average is $271.23 and its 200-day simple moving average is $263.26. Lincoln Electric has a twelve month low of $216.22 and a twelve month high of $310.00.

Lincoln Electric (NASDAQ:LECO) last announced its quarterly earnings results on Thursday, July 30th. The industrial products company reported $2.93 earnings per share for the quarter, beating analysts’ consensus estimates of $2.81 by $0.12. The firm had revenue of $1.22 billion for the quarter, compared to analysts’ expectations of $1.17 billion. Lincoln Electric had a return on equity of 39.23% and a net margin of 12.35%.The business’s revenue was up 12.0% compared to the same quarter last year. During the same period in the prior year, the business posted $2.60 earnings per share.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in LECO. Earned Wealth Advisors LLC boosted its position in shares of Lincoln Electric by 3.8% in the 1st quarter. Earned Wealth Advisors LLC now owns 1,177 shares of the industrial products company’s stock valued at $293,000 after purchasing an additional 43 shares during the period. Parallel Advisors LLC lifted its stake in Lincoln Electric by 9.4% during the first quarter. Parallel Advisors LLC now owns 606 shares of the industrial products company’s stock valued at $151,000 after buying an additional 52 shares in the last quarter. Jackson Thornton Wealth Management LLC lifted its stake in Lincoln Electric by 4.6% during the first quarter. Jackson Thornton Wealth Management LLC now owns 1,241 shares of the industrial products company’s stock valued at $318,000 after buying an additional 55 shares in the last quarter. Chicago Partners Investment Group LLC boosted its holdings in shares of Lincoln Electric by 1.7% in the first quarter. Chicago Partners Investment Group LLC now owns 3,999 shares of the industrial products company’s stock worth $1,034,000 after buying an additional 65 shares during the period. Finally, Fifth Third Wealth Advisors LLC increased its position in shares of Lincoln Electric by 3.8% in the first quarter. Fifth Third Wealth Advisors LLC now owns 1,997 shares of the industrial products company’s stock worth $497,000 after acquiring an additional 74 shares in the last quarter. 79.61% of the stock is currently owned by institutional investors.

Lincoln Electric Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 30th will be paid a dividend of $0.79 per share. This represents a $3.16 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Wednesday, September 30th. Lincoln Electric’s dividend payout ratio (DPR) is presently 31.57%.

Lincoln Electric News Roundup

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

• Positive Sentiment: Zacks lifted its Q3 2026 EPS forecast to $2.80 from $2.71 and its Q4 forecast to $2.91 from $2.81. Full-year 2026 EPS was raised to $11.14 from $10.95, approaching the broader consensus estimate of $11.16. Lincoln Electric estimates
• Positive Sentiment: Analysts also increased longer-term profit expectations: FY2027 EPS to $12.38 from $12.08 and FY2028 EPS to $13.45 from $12.90. Several quarterly estimates through 2028 were raised as well, supporting the view that earnings growth could continue. Lincoln Electric estimates
• Neutral Sentiment: Lincoln Electric will release third-quarter 2026 results before the market opens on October 27, followed by an investor conference call and webcast at 10:00 a.m. Eastern time. The upcoming report is the next major catalyst for the stock, particularly whether results meet or exceed the upgraded forecasts. Lincoln Electric third-quarter results webcast announcement

About Lincoln Electric

Lincoln Electric Holdings, Inc is a Cleveland, Ohio-based manufacturer of welding, cutting and industrial automation products. The company serves manufacturers, fabricators, construction companies, maintenance and repair operations, utilities, and other industrial customers.

Its product portfolio includes arc-welding equipment, welding consumables such as electrodes and welding wire, plasma-cutting systems, welding accessories, and related safety products. Lincoln Electric also provides automated and robotic welding systems, engineered solutions, training, and technical support.