Lear (NYSE:LEA) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says

Lear (NYSE:LEA) had its price objective increased by equities research analysts at Wells Fargo & Company from $123.00 to $131.00 in a report issued on Thursday,Benzinga reports. The firm presently has an “equal weight” rating on the auto parts company’s stock. Wells Fargo & Company‘s price target indicates a potential downside of 2.28% from the company’s current price.

A number of other research firms also recently issued reports on LEA. Evercore ISI increased their target price on shares of Lear from $110.00 to $120.00 and gave the stock an “in-line” rating in a research report on Monday, November 24th. TD Cowen reaffirmed a “hold” rating on shares of Lear in a research report on Thursday. Citigroup reissued a “buy” rating on shares of Lear in a research report on Thursday. Morgan Stanley upped their price target on Lear from $112.00 to $123.00 and gave the stock an “equal weight” rating in a report on Thursday. Finally, UBS Group raised their price target on shares of Lear from $135.00 to $145.00 and gave the stock a “neutral” rating in a research report on Thursday. Two analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, Lear has a consensus rating of “Hold” and an average target price of $130.40.

Lear Price Performance

Shares of NYSE LEA traded up $1.61 during mid-day trading on Thursday, reaching $134.06. The company had a trading volume of 195,416 shares, compared to its average volume of 542,379. Lear has a 1-year low of $73.85 and a 1-year high of $136.78. The stock has a market cap of $6.95 billion, a PE ratio of 16.40, a P/E/G ratio of 1.38 and a beta of 1.30. The company has a current ratio of 1.35, a quick ratio of 1.05 and a debt-to-equity ratio of 0.53. The company has a 50-day moving average price of $117.29 and a two-hundred day moving average price of $108.34.

Lear (NYSE:LEA) last issued its quarterly earnings results on Wednesday, February 4th. The auto parts company reported $3.41 earnings per share for the quarter, topping analysts’ consensus estimates of $2.67 by $0.74. The firm had revenue of $5.99 billion for the quarter, compared to analysts’ expectations of $5.78 billion. Lear had a return on equity of 13.44% and a net margin of 1.92%.Lear’s revenue was up 4.8% on a year-over-year basis. During the same quarter last year, the business posted $2.94 EPS. On average, equities analysts anticipate that Lear will post 12.89 earnings per share for the current year.

Insider Buying and Selling at Lear

In other news, CFO Jason M. Cardew sold 5,000 shares of the stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $118.17, for a total value of $590,850.00. Following the completion of the transaction, the chief financial officer directly owned 15,244 shares of the company’s stock, valued at approximately $1,801,383.48. This represents a 24.70% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 0.91% of the company’s stock.

Institutional Investors Weigh In On Lear

Institutional investors and hedge funds have recently made changes to their positions in the company. IFP Advisors Inc lifted its holdings in Lear by 1,384.2% during the 2nd quarter. IFP Advisors Inc now owns 282 shares of the auto parts company’s stock valued at $27,000 after purchasing an additional 263 shares during the last quarter. WealthCollab LLC bought a new stake in Lear during the 2nd quarter worth approximately $28,000. Allworth Financial LP raised its position in Lear by 62.6% in the 3rd quarter. Allworth Financial LP now owns 309 shares of the auto parts company’s stock valued at $31,000 after purchasing an additional 119 shares during the last quarter. Advisory Services Network LLC acquired a new position in Lear in the third quarter worth $33,000. Finally, Quent Capital LLC bought a new position in Lear in the third quarter valued at about $38,000. Institutional investors and hedge funds own 97.04% of the company’s stock.

Key Stories Impacting Lear

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Lear’s official release showed a quarterly beat — revenue of $5.99B and what management reported as strong EPS results, and the company provided a full Q4 presentation and slide deck that investors can review. This drove the initial market lift after the print. Lear Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Lear outlined a $1.325B backlog through 2027 and emphasized margin expansion and automation gains, and press reports note recent large contract wins — all items that support medium-term revenue visibility and margin improvement. Lear outlines $1.325B backlog
• Neutral Sentiment: FY‑2026 revenue guidance was updated to a range of roughly $23.2B–$24.0B, which is near consensus — this sets expectations but is not a clear catalyst by itself. See the company materials and earnings summary for details. Lear Q4 earnings summary and materials
• Neutral Sentiment: Lear reported full‑year 2025 sales of about $23.3B, down ~2% versus 2024 — a modest revenue decline that investors will watch but that management is framing against backlog and margin initiatives. Lear in Southfield Posts $23.3B in 2025 Sales
• Negative Sentiment: Some transcripts and outlets published conflicting accounts of the quarter (one transcript headline claims an EPS miss), creating confusion that can produce short-term volatility as investors parse which numbers/reporting are correct. Lear Q4 2025 Earnings Call Transcript (InsiderMonkey)
• Negative Sentiment: Lear filed litigation aimed at restricting a former finance executive from joining a competitor (Forvia), which introduces legal risk and potential distraction—another factor that can cap investor enthusiasm. Lear sues to block former finance exec

About Lear

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.