Tudor Investment Corp ET AL lifted its position in Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) by 3,475.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 51,307 shares of the industrial products company’s stock after purchasing an additional 49,872 shares during the quarter. Tudor Investment Corp ET AL owned about 0.09% of Lincoln Electric worth $12,100,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently made changes to their positions in LECO. Panagora Asset Management Inc. grew its position in Lincoln Electric by 3.9% during the second quarter. Panagora Asset Management Inc. now owns 1,156 shares of the industrial products company’s stock worth $240,000 after buying an additional 43 shares in the last quarter. Kera Capital Partners Inc. raised its holdings in shares of Lincoln Electric by 2.8% in the 3rd quarter. Kera Capital Partners Inc. now owns 1,692 shares of the industrial products company’s stock valued at $399,000 after acquiring an additional 46 shares in the last quarter. Profund Advisors LLC boosted its position in shares of Lincoln Electric by 3.8% during the 3rd quarter. Profund Advisors LLC now owns 1,264 shares of the industrial products company’s stock valued at $298,000 after acquiring an additional 46 shares during the last quarter. Ballentine Partners LLC grew its holdings in shares of Lincoln Electric by 2.6% during the third quarter. Ballentine Partners LLC now owns 1,992 shares of the industrial products company’s stock worth $470,000 after purchasing an additional 51 shares in the last quarter. Finally, Park Avenue Securities LLC grew its holdings in shares of Lincoln Electric by 1.9% during the third quarter. Park Avenue Securities LLC now owns 2,873 shares of the industrial products company’s stock worth $678,000 after purchasing an additional 53 shares in the last quarter. Hedge funds and other institutional investors own 79.61% of the company’s stock.
Key Lincoln Electric News
Here are the key news stories impacting Lincoln Electric this week:
- Positive Sentiment: Zacks Research raised numerous near‑ and multi‑year earnings estimates for LECO (Q1/Q2/Q3/Q4 and FY2026–FY2028 upgrades), including lifting FY2026 to $10.66, FY2027 to $11.39 and FY2028 to $11.84 — an analyst upgrade cycle that supports higher forward EPS expectations and could be bullish for the stock.
- Neutral Sentiment: Lincoln Electric scheduled its Q1 2026 earnings webcast for April 30, 2026 (10:00am ET) — a near‑term catalyst where management guidance and margin commentary could move the shares. Lincoln Electric Schedules Webcast for First Quarter 2026 Results
- Neutral Sentiment: Jefferies assigned a Hold rating on LECO — a neutral signal that may cap upside expectations relative to Buy ratings and contribute to muted near‑term trading. Lincoln Electric (NASDAQ:LECO) Earns Hold Rating from Jefferies Financial Group
- Negative Sentiment: Barclays lowered its expectations for Lincoln Electric’s stock price — a notable negative from a major bank that can weigh on investor sentiment and pressure share performance. Barclays Has Lowered Expectations for Lincoln Electric (NASDAQ:LECO) Stock Price
- Negative Sentiment: Yahoo Finance coverage highlights “mixed growth and cautious analyst tone,” signaling some doubt about the sustainability of growth and valuation — this cautious narrative may limit multiple expansion despite earnings upgrades. Is Mixed Growth And Cautious Analyst Tone Altering The Investment Case For Lincoln Electric (LECO)?
Lincoln Electric Stock Performance
Lincoln Electric (NASDAQ:LECO – Get Free Report) last issued its quarterly earnings results on Thursday, February 12th. The industrial products company reported $2.65 EPS for the quarter, beating analysts’ consensus estimates of $2.53 by $0.12. The business had revenue of $1.08 billion for the quarter, compared to analysts’ expectations of $1.09 billion. Lincoln Electric had a net margin of 12.30% and a return on equity of 39.35%. The business’s quarterly revenue was up 5.5% on a year-over-year basis. During the same period last year, the business earned $2.57 earnings per share. On average, sell-side analysts predict that Lincoln Electric Holdings, Inc. will post 9.36 earnings per share for the current fiscal year.
Lincoln Electric Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be issued a dividend of $0.79 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $3.16 annualized dividend and a dividend yield of 1.3%. Lincoln Electric’s dividend payout ratio (DPR) is currently 33.91%.
Wall Street Analyst Weigh In
A number of equities research analysts recently weighed in on LECO shares. Wall Street Zen downgraded shares of Lincoln Electric from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Barclays decreased their price target on shares of Lincoln Electric from $310.00 to $280.00 and set an “overweight” rating on the stock in a report on Wednesday, April 1st. Morgan Stanley raised their price objective on shares of Lincoln Electric from $240.00 to $247.00 and gave the company an “underweight” rating in a research report on Monday, March 30th. Roth Mkm reaffirmed a “buy” rating and set a $297.00 price objective (up from $285.00) on shares of Lincoln Electric in a report on Tuesday, February 3rd. Finally, Jefferies Financial Group reiterated a “hold” rating and issued a $280.00 target price (down from $350.00) on shares of Lincoln Electric in a research report on Tuesday, March 31st. Four equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $296.29.
Read Our Latest Stock Analysis on Lincoln Electric
Lincoln Electric 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.
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