Zacks Research Has Positive Outlook for LECO Q1 Earnings

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Investment analysts at Zacks Research upped their Q1 2026 EPS estimates for Lincoln Electric in a research note issued to investors on Wednesday, April 1st. Zacks Research analyst Team now expects that the industrial products company will post earnings per share of $2.40 for the quarter, up from their previous estimate of $2.35. The consensus estimate for Lincoln Electric’s current full-year earnings is $9.36 per share. Zacks Research also issued estimates for Lincoln Electric’s Q2 2026 earnings at $2.80 EPS, Q4 2026 earnings at $2.80 EPS, FY2026 earnings at $10.66 EPS and Q1 2027 earnings at $2.57 EPS.

LECO has been the topic of a number of other research reports. Roth Mkm reiterated a “buy” rating and issued a $297.00 price objective (up from $285.00) on shares of Lincoln Electric in a research note on Tuesday, February 3rd. KeyCorp boosted their target price on Lincoln Electric from $280.00 to $340.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Jefferies Financial Group restated a “hold” rating and set a $280.00 price target (down from $350.00) on shares of Lincoln Electric in a report on Tuesday. Robert W. Baird set a $330.00 price target on Lincoln Electric in a research report on Friday, February 13th. Finally, Barclays decreased their price objective on Lincoln Electric from $310.00 to $280.00 and set an “overweight” rating for the company in a research note on Wednesday. Four equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Lincoln Electric presently has an average rating of “Hold” and an average target price of $296.29.

Lincoln Electric Stock Performance

Shares of LECO stock opened at $243.67 on Friday. The firm has a 50 day moving average of $271.07 and a two-hundred day moving average of $250.59. The stock has a market capitalization of $13.36 billion, a PE ratio of 26.14, a P/E/G ratio of 1.55 and a beta of 1.28. The company has a quick ratio of 1.16, a current ratio of 1.82 and a debt-to-equity ratio of 0.78. Lincoln Electric has a 52 week low of $161.11 and a 52 week high of $310.00.

Lincoln Electric (NASDAQ:LECO) last announced its earnings results on Thursday, February 12th. The industrial products company reported $2.65 earnings per share for the quarter, topping the consensus estimate of $2.53 by $0.12. The firm had revenue of $1.08 billion for the quarter, compared to the consensus estimate of $1.09 billion. Lincoln Electric had a net margin of 12.30% and a return on equity of 39.35%. The firm’s revenue for the quarter was up 5.5% on a year-over-year basis. During the same period in the prior year, the firm earned $2.57 EPS.

Lincoln Electric Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be paid a dividend of $0.79 per share. The ex-dividend date is Tuesday, March 31st. This represents a $3.16 dividend on an annualized basis and a dividend yield of 1.3%. Lincoln Electric’s payout ratio is presently 33.91%.

Institutional Trading of Lincoln Electric

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Quent Capital LLC purchased a new stake in Lincoln Electric during the 3rd quarter worth about $27,000. Frazier Financial Advisors LLC increased its holdings in shares of Lincoln Electric by 3,700.0% in the 3rd quarter. Frazier Financial Advisors LLC now owns 114 shares of the industrial products company’s stock valued at $27,000 after acquiring an additional 111 shares during the last quarter. Elyxium Wealth LLC acquired a new stake in shares of Lincoln Electric during the 4th quarter worth about $27,000. Root Financial Partners LLC acquired a new stake in shares of Lincoln Electric during the 3rd quarter worth about $31,000. Finally, Summit Securities Group LLC purchased a new stake in Lincoln Electric during the fourth quarter worth approximately $46,000. 79.61% of the stock is currently owned by institutional investors and hedge funds.

Key Lincoln Electric News

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

• Positive Sentiment: Zacks Research raised multiple near‑term and multi‑year EPS forecasts for Lincoln Electric (several quarter raises and FY2027 → $11.39, FY2028 → $11.84), which supports a higher earnings trajectory and is a constructive fundamental signal.
• Positive Sentiment: Morgan Stanley published bullish research forecasting strong price appreciation for LECO, reinforcing demand from some institutional investors. Morgan Stanley Forecasts Strong Price Appreciation for Lincoln Electric (Article)
• Neutral Sentiment: Lincoln Electric scheduled its Q1 2026 earnings webcast for April 30 (10:00 AM ET) — a date investors will watch for updated guidance and commentary that could move the stock. Lincoln Electric Schedules Webcast for First Quarter 2026 Results
• Negative Sentiment: Jefferies downgraded LECO to a Hold, which can trigger selling from investors who follow that house view. Jefferies downgrades Lincoln Electric Holdings (LECO)
• Negative Sentiment: Barclays cut its price target from $310 to $280 (still an overweight rating). The lower target reduces near‑term upside implied by that broker and may weigh on sentiment despite the maintained positive rating. Barclays Lowers Price Target for Lincoln Electric

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.