Inceptionr LLC Buys Shares of 6,369 Lear Corporation $LEA

Inceptionr LLC bought a new position in Lear Corporation (NYSE:LEA) in the third quarter, Holdings Channel.com reports. The firm bought 6,369 shares of the auto parts company’s stock, valued at approximately $641,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in LEA. Vest Financial LLC lifted its holdings in shares of Lear by 134.9% during the 3rd quarter. Vest Financial LLC now owns 25,951 shares of the auto parts company’s stock valued at $2,611,000 after acquiring an additional 14,904 shares in the last quarter. American Century Companies Inc. boosted its position in 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 valued at $157,891,000 after purchasing an additional 299,841 shares during the period. Capital Management Corp VA acquired a new stake in shares of Lear in the third quarter valued at approximately $2,295,000. Prudential Financial Inc. raised its stake in shares of Lear by 2,060.5% during the second quarter. Prudential Financial Inc. now owns 104,720 shares of the auto parts company’s stock valued at $10,009,000 after purchasing an additional 99,873 shares in the last quarter. Finally, Meritage Portfolio Management bought a new stake in shares of Lear in the 3rd quarter worth $3,268,000. Institutional investors and hedge funds own 97.04% of the company’s stock.

Insider Buying and Selling at Lear

In related news, SVP Alicia J. Davis sold 6,630 shares of Lear stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $132.98, for a total value of $881,657.40. Following the sale, the senior vice president owned 9,972 shares in the company, valued at $1,326,076.56. The trade was a 39.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Jason M. Cardew sold 10,000 shares of the firm’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $134.51, for a total value of $1,345,100.00. Following the transaction, the chief financial officer directly owned 22,741 shares of the company’s stock, valued at $3,058,891.91. This represents a 30.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 30,220 shares of company stock valued at $3,986,427. 0.91% of the stock is owned by insiders.

Lear Trading Down 0.8%

Shares of LEA stock opened at $119.30 on Wednesday. The company has a current ratio of 1.35, a quick ratio of 1.05 and a debt-to-equity ratio of 0.52. The stock has a 50-day moving average of $126.48 and a 200-day moving average of $113.78. Lear Corporation has a 1-year low of $73.85 and a 1-year high of $142.84. The stock has a market cap of $6.05 billion, a price-to-earnings ratio of 14.64, a PEG ratio of 0.87 and a beta of 1.26.

Lear (NYSE:LEA) last posted its 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 company had revenue of $5.99 billion for the quarter, compared to analyst estimates of $5.78 billion. Lear had a net margin of 1.88% and a return on equity of 13.40%. The firm’s revenue was up 4.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.94 EPS. On average, equities research analysts forecast that Lear Corporation will post 12.89 earnings per share for the current year.

Lear Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Thursday, March 5th will be given a $0.77 dividend. The ex-dividend date is Thursday, March 5th. This represents a $3.08 annualized dividend and a yield of 2.6%. Lear’s payout ratio is 37.79%.

Lear News Roundup

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Deepening chip partnerships (MediaTek learning from Nvidia) could accelerate automotive AI/ADAS compute demand and broader vehicle electrification — a longer-term tailwind for Lear’s electrical distribution and seating electronics businesses. Rick Tsai Shares Advice; MediaTek Learning From Nvidia
• Neutral Sentiment: Bill Ackman’s Pershing Square NYSE listing is a major capital-markets event that could shift institutional cash flows and market sentiment but has no direct link to Lear. Watch for any market-wide volatility. Pershing Square Goes Public: Bill Ackman’s NYSE Listing Explained
• Neutral Sentiment: Docebo’s conference note (AI platform focus and $60M buyback) highlights ongoing tech-sector buybacks and AI optimism — an industry signal but not company-specific to Lear. Such cross-sector sentiment can indirectly influence cyclical stocks. Docebo Conference: CFO Touts AI Learning Platform
• Neutral Sentiment: Media and investor commentary (Kevin O’Leary on execution vs. work location) touches on talent and execution themes that could influence corporate hiring/operations broadly, but it’s only an indirect factor for auto suppliers like Lear. Shark Tank’s Kevin O’Leary on Execution and Work
• Neutral Sentiment: Lear Capital being named “Best Overall Gold IRA Company” is unrelated to Lear Corporation (LEA) but could cause ticker confusion among retail investors; it’s not operational news for LEA. Lear Capital Named Best Overall Gold IRA Company
• Neutral Sentiment: Several small-cap education/tech corporate filings and director share-move notices (OpenLearning, 3P Learning, etc.) are sector-specific micro news with no clear impact on Lear. OpenLearning Director Adam Brimo Lifts Indirect Shareholding
• Negative Sentiment: US Treasury warning about rising crypto ATM scams is a risk-off headline for some market segments; if it fuels broader risk aversion it could pressure cyclical names, including auto suppliers like Lear in the short term. Treasury Department Flags Cryptocurrency ATMs as Rising Scam Vector

Analyst Ratings Changes

A number of brokerages have commented on LEA. Benchmark started coverage on Lear in a research report on Thursday, February 19th. They set a “buy” rating and a $170.00 price objective for the company. Morgan Stanley boosted their price target on shares of Lear from $112.00 to $123.00 and gave the company an “equal weight” rating in a report on Thursday, February 5th. Argus upgraded Lear to a “strong-buy” rating in a research report on Monday, February 9th. Wall Street Zen upgraded Lear from a “buy” rating to a “strong-buy” rating in a research report on Friday, January 23rd. Finally, TD Cowen boosted their target price on Lear from $117.00 to $133.00 and gave the company a “hold” rating in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $138.27.

Lear 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.