Focus Partners Advisor Solutions LLC Purchases Shares of 4,144 Lincoln Electric Holdings, Inc. $LECO

Focus Partners Advisor Solutions LLC acquired a new position in shares of Lincoln Electric Holdings, Inc. (NASDAQ:LECO) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,144 shares of the industrial products company’s stock, valued at approximately $1,100,000.

A number of other large investors have also recently made changes to their positions in the business. Earned Wealth Advisors LLC increased its position in shares of Lincoln Electric by 3.8% during the first quarter. Earned Wealth Advisors LLC now owns 1,177 shares of the industrial products company’s stock worth $293,000 after acquiring an additional 43 shares in the last quarter. Hilltop Holdings Inc. lifted its position in Lincoln Electric by 2.5% in the 4th quarter. Hilltop Holdings Inc. now owns 1,832 shares of the industrial products company’s stock valued at $439,000 after acquiring an additional 45 shares in the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd boosted its stake in Lincoln Electric by 1.2% during the 4th quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 4,361 shares of the industrial products company’s stock valued at $1,045,000 after purchasing an additional 52 shares during the last quarter. Parallel Advisors LLC boosted its stake in Lincoln Electric by 9.4% during the 1st quarter. Parallel Advisors LLC now owns 606 shares of the industrial products company’s stock valued at $151,000 after purchasing an additional 52 shares during the last quarter. Finally, Sumitomo Life Insurance Co. increased its holdings in Lincoln Electric by 1.2% during the 4th quarter. Sumitomo Life Insurance Co. now owns 4,314 shares of the industrial products company’s stock worth $1,034,000 after purchasing an additional 52 shares in the last quarter. 79.61% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, EVP Michael J. Whitehead sold 845 shares of the firm’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 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 1.68% of the company’s stock.

Key Stories Impacting Lincoln Electric

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

Analysts Set New Price Targets

LECO has been the subject of several analyst reports. UBS Group began coverage on Lincoln Electric in a research note on Monday, August 10th. They issued a “buy” rating and a $340.00 price objective for the company. Stifel Nicolaus set a $275.00 target price on Lincoln Electric in a research report on Friday, May 1st. Barclays increased their price target on Lincoln Electric from $280.00 to $300.00 and gave the company an “overweight” rating in a research report on Tuesday, May 5th. Wall Street Zen upgraded Lincoln Electric from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, Weiss Ratings raised shares of Lincoln Electric from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $307.22.

Lincoln Electric Stock Performance

Shares of Lincoln Electric stock opened at $286.87 on Monday. The business’s fifty day simple moving average is $263.85 and its 200 day simple moving average is $265.31. 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 Holdings, Inc. has a 12 month low of $216.22 and a 12 month high of $310.00. The firm has a market capitalization of $15.64 billion, a P/E ratio of 28.66, a price-to-earnings-growth ratio of 1.72 and a beta of 1.20.

Lincoln Electric (NASDAQ:LECO) last announced its quarterly earnings data on Thursday, July 30th. The industrial products company reported $2.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $1.17 billion. During the same quarter in the prior year, the company earned $2.60 EPS. The business’s revenue for the quarter was up 12.0% on a year-over-year basis. As a group, analysts anticipate that Lincoln Electric Holdings, Inc. will post 11.11 EPS for the current year.

Lincoln Electric Dividend Announcement

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

Lincoln Electric Company Profile

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.