LEA

LEAR CORP

NYSE · Motor Vehicle Parts & Accessories · Inc. DE · CIK 0000842162
$141.67 -1.92% $7.1B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)22 New Institutional Positions14 Institutional Exits
Vol
Market Cap$7.1B
Cap SizeMid Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$4.4B
Inst. Activity22 buys / 14 sells
Insider Activity0B / 12S
Insider Net $-$7.1M
SEC Reports3
Exchange NYSE·Sector Motor Vehicle Parts & Accessories·Inc. DE·CIK 0000842162·Prev Close $144.44

Recent Activity

Jun 11, 2026 SEC
Seven institutional investors, including quant funds Point72 and Citadel, reduced their LEA positions by a net $206.4 mi
INST-CLUSTER — Impact 7/10
Jun 10, 2026 Insider
MALLETT CONRAD L JR sold 190 shares
Director @ $141.34 ($26.9K)
Jun 3, 2026 SEC
Two senior LEA insiders — the CFO and the President of Seating — sold a combined $1.1M in open-market sales over two day
CLUSTER — Impact 2/10
Jun 2, 2026 Insider
Orsini Frank C sold 5,000 shares
EVP and President, Seating @ $148.50 ($742.5K)
Jun 2, 2026 Insider
Cardew Jason M sold 2,500 shares
SVP and CFO @ $145.00 ($362.5K)
Feb 27, 2026 SEC
Two corporate insiders at Lear Corp (LEA) sold shares in the past week, totaling $1.18 million in open-market transactio
CLUSTER — Impact 4/10
Inst.
Woodline Partners LP — ADD
468,645 shares ($56.7M)
Inst.
AMERIPRISE FINANCIAL INC — ADD
439,404 shares ($53.2M)

Price Targets

$147.93 +4.4% upside Hold
Current $141.67 Low $130.00 Median $145.00 High $179.00 14 analysts
$130.00 $179.00

Analyst Ratings

Hold50% buy · 22 analysts
3Strong Buy
8Buy
11Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 TD Cowen UPGRADE Hold → Buy
May 14, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 5, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
May 5, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 4, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.87 ▲ +1.2% $3.69 — $4.15 11% YoY 14
Next Q $3.43 ▲ +1.0% $3.15 — $4.06 23% YoY 14
Current FY $14.81 ▲ +2.6% $14.30 — $15.60 16% YoY 15
Next FY $17.33 ▲ +2.7% $16.29 — $18.70 17% YoY 14

Top Institutional Holders

FundValueMove
PZENA INVESTMENT MANAGEMENT LLC$818.3M
BlackRock, Inc.$596.8M
VANGUARD PORTFOLIO MANAGEMENT LLC$424.1M
DIMENSIONAL FUND ADVISORS LP$356.4M
VANGUARD CAPITAL MANAGEMENT LLC$274.8M

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026MALLETT CONRADSELL$26.9K
Jun 2, 2026Orsini FrankSELL$742.5K
Jun 2, 2026Cardew JasonSELL$362.5K
Jun 1, 2026Cardew JasonSELL$352.8K
May 22, 2026Roelli NicholasSELL$330.3K
50 institutional holders with $4.4B total value (36,077,402 shares) as of 2026-Q1. Top holders: PZENA, BlackRock,, VANGUARD. Net buying activity: 22 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1PZENA INVESTMENT MANAGEMENT LLC6,758,505$818.3M18.8%
2BlackRock, Inc.4,929,358$596.8M13.7%
3VANGUARD PORTFOLIO MANAGEMENT LLC3,502,493$424.1M9.7%
4DIMENSIONAL FUND ADVISORS LP2,943,480$356.4M8.2%
5VANGUARD CAPITAL MANAGEMENT LLC2,269,602$274.8M6.3%
6MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,752,046$214.9M4.9%
7FMR LLC1,747,977$211.6M4.9%
8STATE STREET CORP1,694,556$205.2M4.7%
9SCHRODER INVESTMENT MANAGEMENT GROUP1,715,912$199.8M4.6%
10MORGAN STANLEY726,790$88.0M2.0%
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC711,832$86.2M2.0%
12CAISSE DE DEPOT ET PLACEMENT DU QUEBEC699,585$84.7M1.9%ADD +75.2%
13Russell Investments Group, Ltd.507,253$61.3M1.4%
14Woodline Partners LP468,645$56.7M1.3%ADD +30.5%
15AMERIPRISE FINANCIAL INC439,404$53.2M1.2%ADD +45.4%
16Neuberger Berman Group LLC411,088$49.7M1.1%
17FIRST TRUST ADVISORS LP391,468$47.4M1.1%
18Invesco Ltd.382,358$46.3M1.1%
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP359,205$43.5M1.0%TRIM -30.3%
20Alberta Investment Management Corp355,449$43.0M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Woodline Partners LPADD359,149468,645+30.5%$56.7M2026-Q1
AMERIPRISE FINANCIAL INCADD302,133439,404+45.4%$53.2M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM515,175359,205-30.3%$43.5M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM540,602289,939-46.4%$35.1M2026-Q1
Gotham Asset Management, LLCADD171,704266,496+55.2%$32.3M2026-Q1
SEI INVESTMENTS COADD136,662176,084+28.8%$21.3M2026-Q1
FRANKLIN RESOURCES INCDOUBLED43,954160,636+265.5%$19.4M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM183,035134,651-26.4%$16.3M2026-Q1
AmundiDOUBLED12,01649,064+308.3%$5.9M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED26147,721+18183.9%$5.8M2026-Q1
CAPTRUST FINANCIAL ADVISORSDOUBLED7,75636,317+368.2%$4.4M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEAR_EXIT173,31131,918-81.6%$3.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEAR_EXIT313,50630,109-90.4%$3.6M2026-Q1
MACKENZIE FINANCIAL CORPTRIM46,51025,904-44.3%$3.1M2026-Q1
Mariner, LLCADD12,85724,886+93.6%$3.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED38523,436+5987.3%$2.8M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD14,04018,349+30.7%$2.2M2026-Q1
CWM, LLCADD11,95918,340+53.4%$2.2M2026-Q1
Cerity Partners LLCADD10,25215,710+53.2%$1.9M2026-Q1
PICTON MAHONEY ASSET MANAGEMENTADD7,44113,773+85.1%$1.7M2026-Q1
HARRIS ASSOCIATES L PTRIM22,75011,925-47.6%$1.4M2026-Q1
Allianz Asset Management GmbHDOUBLED1,80010,462+481.2%$1.3M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD6,40010,300+60.9%$1.2M2026-Q1
Brevan Howard Capital Management LPTRIM24,7978,733-64.8%$1.1M2026-Q1
XPONANCE LLCADD5,2387,319+39.7%$886.2K2026-Q1
17 unique insiders with 48 transactions. Net insider value: -$7.1M ($0.00 bought, $7.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026MALLETT CONRAD L JRDirectorSELL190$141.34$26.9K
Jun 2, 2026Orsini Frank CEVP and President, SeatingSELL5,000$148.50$742.5K
Jun 2, 2026Cardew Jason MSVP and CFOSELL2,500$145.00$362.5K
Jun 1, 2026Cardew Jason MSVP and CFOSELL2,500$141.14$352.8K
May 22, 2026Roelli Nicholas JonSVP and President, E-SystemsSELL2,336$141.38$330.3K
May 14, 2026LIGOCKI KATHLEENDirectorAWARD1,330
May 14, 2026Lache RodDirectorAWARD1,330
May 14, 2026FOSTER JONATHAN FDirectorEXERCISE1,859
May 14, 2026FOSTER JONATHAN FDirectorAWARD1,330
May 14, 2026LEWIS PATRICIA LDirectorEXERCISE1,859
May 14, 2026LEWIS PATRICIA LDirectorAWARD1,330
May 14, 2026Jepsen Mary LouDirectorEXERCISE1,859
May 14, 2026Jepsen Mary LouDirectorAWARD1,330
May 14, 2026SMITH GREG CDirectorEXERCISE3,134
May 14, 2026SMITH GREG CDirectorAWARD2,194
May 14, 2026KRONE ROGER ADirectorEXERCISE1,859
May 14, 2026KRONE ROGER ADirectorAWARD1,330
May 14, 2026MALLETT CONRAD L JRDirectorEXERCISE1,767
May 14, 2026MALLETT CONRAD L JRDirectorAWARD1,330
May 14, 2026Blissett Julian G.DirectorEXERCISE1,859
May 14, 2026Blissett Julian G.DirectorTAX W/H637$139.01$88.5K
May 14, 2026Blissett Julian G.DirectorAWARD1,330
May 14, 2026Halverson Bradley MDirectorAWARD1,330
May 14, 2026Halverson Bradley MDirectorEXERCISE1,859
Apr 1, 2026LIGOCKI KATHLEENDirectorEXERCISE53
Mar 13, 2026MALLETT CONRAD L JRDirectorSELL44$116.12$5.1K
Feb 26, 2026Orsini Frank CEVP and President, SeatingSELL7,133$135.50$966.5K
Feb 24, 2026VIdershain MarianneVP, Treas & Head of Inv RelatSELL1,590$135.00$214.7K
Feb 20, 2026MALLETT CONRAD L JRDirectorEXERCISE66
Feb 20, 2026KRONE ROGER ADirectorEXERCISE264
Feb 19, 2026Davis Alicia J.SVP and Chief Strategy OfficerSELL6,630$132.98$881.7K
Feb 19, 2026Cardew Jason MSVP and CFOSELL8,400$134.37$1.1M
Feb 19, 2026Kemp Harry AlbertSVP & Chief Admin OfficerSELL7,000$136.31$954.2K
Feb 19, 2026Orsini Frank CEVP and President, SeatingSELL8,354$136.14$1.1M
Feb 12, 2026Orsini Frank CEVP and President, SeatingTAX W/H10,058$136.73$1.4M
Feb 12, 2026Orsini Frank CEVP and President, SeatingAWARD23,067
Feb 12, 2026Cardew Jason MSVP and CFOTAX W/H10,058$136.73$1.4M
Feb 12, 2026Cardew Jason MSVP and CFOAWARD23,067
Feb 12, 2026SCOTT RAYMOND EPresident and CEOTAX W/H37,369$136.73$5.1M
Feb 12, 2026SCOTT RAYMOND EPresident and CEOAWARD85,707
Feb 12, 2026VIdershain MarianneVP, Treas & Head of Inv RelatAWARD3,054
Feb 12, 2026VIdershain MarianneVP, Treas & Head of Inv RelatTAX W/H1,332$136.73$182.1K
Feb 12, 2026Davis Alicia J.SVP and Chief Strategy OfficerTAX W/H4,068$136.73$556.2K
Feb 12, 2026Davis Alicia J.SVP and Chief Strategy OfficerAWARD9,328
Feb 12, 2026Kemp Harry AlbertSVP & Chief Admin OfficerAWARD12,110
Feb 12, 2026Kemp Harry AlbertSVP & Chief Admin OfficerTAX W/H5,281$136.73$722.1K
Feb 12, 2026Roelli Nicholas JonSVP and President, E-SystemsAWARD3,655
Feb 12, 2026Roelli Nicholas JonSVP and President, E-SystemsTAX W/H1,594$136.73$217.9K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (50% buy). Based on 22 analysts: 3 strong buy, 8 buy, 11 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$147.93 mean target +4.4% upside Hold (3.00)
$130.00 Low $179.00 High
MetricValue
Current Price$141.67
Target Low$130.00
Target Mean$147.93
Target Median$145.00
Target High$179.00
# Analysts14
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.87 $3.69 $4.15 11.5% +1.2% 6↑ 5↓ $6.1B 1.8% 14
Next Q
2026-09-30
$3.43 $3.15 $4.06 22.9% +1.0% 6↑ 5↓ $5.8B 1.5% 14
Current FY
2026-12-31
$14.81 $14.30 $15.60 15.7% +2.6% 10↑ 4↓ $23.7B 2.0% 15
Next FY
2027-12-31
$17.33 $16.29 $18.70 17.0% +2.7% 9↑ 2↓ $24.5B 3.2% 14

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.867
7d ago$3.867
30d ago$3.820+0.047
60d ago$3.810+0.058
90d ago$3.790+0.078
10 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 TD Cowen UPGRADE Hold Buy
May 14, 2026 JP Morgan MAINTAIN Overweight Overweight
May 5, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
May 5, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 4, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 4, 2026 Citigroup MAINTAIN Buy Buy
May 4, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Apr 15, 2026 TD Cowen MAINTAIN Hold Hold
Apr 14, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Apr 14, 2026 UBS MAINTAIN Neutral Neutral
Mar 31, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 12, 2026 RBC Capital INITIATE Sector Perform
Feb 19, 2026 Benchmark INITIATE Buy
Feb 5, 2026 Citigroup MAINTAIN Buy Buy
Feb 5, 2026 TD Cowen MAINTAIN Hold Hold
Feb 5, 2026 UBS MAINTAIN Neutral Neutral
Feb 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 5, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 23, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 14, 2026 UBS MAINTAIN Neutral Neutral
Jan 12, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202638110050%
May 1, 202637120045%
Apr 1, 202636130041%
Mar 1, 202636110045%
Feb 1, 202635110042%
Jan 1, 202635110042%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 25, 2026
dark_pool
Dark Pool: LEA — 0.9M shares, 21,641 trades
Week starting 2026-05-25. Total ATS volume: 878,232 shares across 21,641 trades.
May 18, 2026
dark_pool
Dark Pool: LEA — 0.9M shares, 22,943 trades
Week starting 2026-05-18. Total ATS volume: 948,566 shares across 22,943 trades.
May 11, 2026
dark_pool
Dark Pool: LEA — 0.9M shares, 29,712 trades
Week starting 2026-05-11. Total ATS volume: 914,789 shares across 29,712 trades.
May 4, 2026
dark_pool
Dark Pool: LEA — 1.1M shares, 32,387 trades
Week starting 2026-05-04. Total ATS volume: 1,140,376 shares across 32,387 trades.
May 1, 2026
earnings_calendar
LEA Q1 2026 Earnings Before Market Open — 2026-05-01
May 1, 2026
short_interest
FTD: LEA — 12,184 shares ($1.5M) failed to deliver
Settlement: 20260501, Price: $127.13, FTD Value: $1,548,951.92, LEAR CORPORATION COMMON STOCK
Apr 30, 2026
short_interest
FTD: LEA — 12,388 shares ($1.5M) failed to deliver
Settlement: 20260430, Price: $123.84, FTD Value: $1,534,129.92, LEAR CORPORATION COMMON STOCK
Apr 28, 2026
short_interest
FTD: LEA — 12,359 shares ($1.6M) failed to deliver
Settlement: 20260428, Price: $125.61, FTD Value: $1,552,413.99, LEAR CORPORATION COMMON STOCK
Apr 27, 2026
dark_pool
Dark Pool: LEA — 1.3M shares, 33,004 trades
Week starting 2026-04-27. Total ATS volume: 1,268,536 shares across 33,004 trades.
Apr 20, 2026
dark_pool
Dark Pool: LEA — 0.7M shares, 24,857 trades
Week starting 2026-04-20. Total ATS volume: 722,348 shares across 24,857 trades.
Apr 13, 2026
dark_pool
Dark Pool: LEA — 0.8M shares, 24,787 trades
Week starting 2026-04-13. Total ATS volume: 830,775 shares across 24,787 trades.
Apr 6, 2026
dark_pool
Dark Pool: LEA — 0.7M shares, 23,121 trades
Week starting 2026-04-06. Total ATS volume: 714,071 shares across 23,121 trades.
Mar 30, 2026
dark_pool
Dark Pool: LEA — 0.7M shares, 21,415 trades
Week starting 2026-03-30. Total ATS volume: 659,437 shares across 21,415 trades.
Mar 23, 2026
dark_pool
Dark Pool: LEA — 1.0M shares, 28,179 trades
Week starting 2026-03-23. Total ATS volume: 984,370 shares across 28,179 trades.
Mar 16, 2026
dark_pool
Dark Pool: LEA — 1.4M shares, 35,008 trades
Week starting 2026-03-16. Total ATS volume: 1,393,304 shares across 35,008 trades.