LECO
LINCOLN ELECTRIC HOLDINGS INC
$260.96
-0.45%
$14.5B
No data for this timeframe.
Vol
Market Cap$14.5B
Cap SizeLarge Cap
Analyst ConsensusBuy (59%)
Inst. Holders9 funds
Inst. Value$2.0B
Inst. Activity2 buys / 1 sells
Recent Activity
May 18, 2026
dark_pool
Dark Pool: LECO — 0.4M shares, 21,555 trades
Week starting 2026-05-18. Total ATS volume: 449,356 shares across 21,555 trades.
May 1, 2026
Insider
Doria Gregory sold 44 shares
EVP, PRES INTERNATIONAL @ $266.25 ($11.7K)
Apr 17, 2026
Insider
Chambers Brian sold 688 shares
Director @ $0.00 ($0.00)
Apr 17, 2026
Insider
Falotico Nancy Joy sold 688 shares
Director @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
1,732,412 shares ($415.2M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
67,738 shares ($16.2M)
Price Targets
$294.11
+10.8% upside
Buy
Current $265.45
Low $229.00
Median $300.00
High $340.00
9 analysts
$229.00
$340.00
Analyst Ratings
3Strong Buy
7Buy
5Hold
2Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 5, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Apr 8, 2026 | Stifel | MAINTAIN | Hold → Hold |
| Apr 1, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Mar 31, 2026 | Jefferies | DOWNGRADE | Buy → Hold |
| Mar 30, 2026 | Morgan Stanley | MAINTAIN | Underweight → Underweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.79 | $2.60 — $2.99 | 7% YoY | 9 |
| Next Q | $2.78 | $2.67 — $2.91 | 13% YoY | 9 |
| Current FY | $10.92 | $10.61 — $11.25 | 11% YoY | 10 |
| Next FY | $12.06 | $11.41 — $12.47 | 10% YoY | 10 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.3B | — |
| NORGES BANK | $415.2M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $88.4M | NEW |
| MORGAN STANLEY | $83.8M | — |
| BANK OF AMERICA CORP | $53.3M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 1, 2026 | Doria Gregory | F | $11.7K |
| Apr 17, 2026 | Chambers Brian | A | $0.00 |
| Apr 17, 2026 | Falotico Nancy | A | $0.00 |
| Apr 17, 2026 | ESPELAND CURTIS | A | $0.00 |
| Apr 17, 2026 | Hilton Michael | A | $0.00 |
9 institutional holders with $2.0B total value (8,191,895 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, CHARLES. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,315,691 | $1.3B | 64.9% | — |
| 2 | NORGES BANK | 1,732,412 | $415.2M | 21.1% | NEW |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 369,004 | $88.4M | 4.5% | NEW |
| 4 | MORGAN STANLEY | 349,565 | $83.8M | 4.3% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 222,565 | $53.3M | 2.7% | ADD +36.8% |
| 6 | WELLS FARGO & COMPANY/MN | 113,972 | $27.3M | 1.4% | — |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 67,738 | $16.2M | 0.8% | ADD +42.8% |
| 8 | TWO SIGMA INVESTMENTS, LP | 13,312 | $3.2M | 0.2% | TRIM -70.4% |
| 9 | FMR LLC | 7,636 | $1.8M | 0.1% | ADD +28.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,732,412 | — | $415.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 47,438 | 67,738 | +42.8% | $16.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 44,965 | 13,312 | -70.4% | $3.2M | 2025-Q4 |
| UBS Group AG | TRIM | 590,754 | 351,683 | -40.5% | $82.9M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 85,038 | 47,438 | -44.2% | $11.2M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 10,690 | 44,965 | +320.6% | $10.6M | 2025-Q3 |
| FMR LLC | ADD | 6,164 | 7,890 | +28.0% | $1.9M | 2025-Q3 |
| NORGES BANK | EXIT | 1,707,810 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,707,810 | — | $354.1M | 2025-Q2 |
| UBS Group AG | ADD | 445,837 | 590,754 | +32.5% | $122.5M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 137,523 | 188,185 | +36.8% | $39.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 66,138 | 85,038 | +28.6% | $17.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 61,147 | 10,690 | -82.5% | $2.2M | 2025-Q2 |
| FMR LLC | TRIM | 18,267 | 6,164 | -66.3% | $1.3M | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 33,389 | 116,916 | +250.2% | $22.1M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 39,638 | 66,138 | +66.9% | $12.5M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 40,287 | 61,147 | +51.8% | $11.6M | 2025-Q1 |
| FMR LLC | DOUBLED | 5,416 | 18,267 | +237.3% | $3.5M | 2025-Q1 |
| NORGES BANK | EXIT | 1,639,428 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 226,337 | 408,069 | +80.3% | $76.5M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 95,538 | 39,638 | -58.5% | $7.4M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 157,159 | 33,389 | -78.8% | $6.3M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 356,243 | — | $68.4M | 2024-Q3 |
16 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 1, 2026 | Doria Gregory | EVP, PRES INTERNATIONAL | F | 44 | $266.25 | $11.7K |
| Apr 17, 2026 | Chambers Brian | Director | A | 688 | $0.00 | $0.00 |
| Apr 17, 2026 | Falotico Nancy Joy | Director | A | 688 | $0.00 | $0.00 |
| Apr 17, 2026 | ESPELAND CURTIS E | Director | A | 688 | $0.00 | $0.00 |
| Apr 17, 2026 | Hilton Michael F | Director | A | 688 | $0.00 | $0.00 |
| Apr 17, 2026 | Lincoln Kathryn Jo | Director | A | 688 | $0.00 | $0.00 |
| Apr 17, 2026 | Goris Patrick P. | Director | A | 688 | $0.00 | $0.00 |
| Apr 17, 2026 | Fetch Bonnie J | Director | A | 688 | $0.00 | $0.00 |
| Apr 17, 2026 | Benny Purushotam Patel | Director | A | 688 | $0.00 | $0.00 |
| Apr 17, 2026 | Howze Marc A | Director | A | 688 | $0.00 | $0.00 |
| Mar 2, 2026 | Doria Gregory | EVP, PRES INTERNATIONAL | A | 486 | $0.00 | $0.00 |
| Mar 2, 2026 | Dietrich Lisa | EVP, CDIO | A | 662 | $0.00 | $0.00 |
| Mar 2, 2026 | Bruno Gabriel | EVP, CFO & TREASURER | M | 17,473 | $114.27 | $2.0M |
| Mar 2, 2026 | Bruno Gabriel | EVP, CFO & TREASURER | M | 17,473 | $0.00 | $0.00 |
| Mar 2, 2026 | Ansberry Jennifer I | EVP, GENERAL COUNSEL & SECY | A | 1,712 | $0.00 | $0.00 |
| Mar 2, 2026 | Hedlund Steven B | CHAIRMAN, PRESIDENT & CEO | A | 3,182 | $0.00 | $0.00 |
| Mar 2, 2026 | Whitehead Michael J | EVP, PRESIDENT, AMERICAS WELD | A | 662 | $0.00 | $0.00 |
| Feb 19, 2026 | Dietrich Lisa | EVP, CDIO | F | 61 | $288.12 | $17.6K |
| Feb 19, 2026 | Doria Gregory | EVP, PRES INTERNATIONAL | F | 25 | $288.12 | $7.2K |
| Feb 19, 2026 | Whitehead Michael J | EVP, PRESIDENT, AMERICAS WELD | F | 82 | $288.12 | $23.6K |
| Feb 19, 2026 | Ansberry Jennifer I | EVP, GENERAL COUNSEL & SECY | F | 153 | $288.12 | $44.1K |
| Feb 19, 2026 | Hedlund Steven B | CHAIRMAN, PRESIDENT & CEO | F | 496 | $288.12 | $142.9K |
| Feb 19, 2026 | Edwards Susan C | EVP, CHRO | F | 93 | $288.12 | $26.8K |
| Feb 19, 2026 | Bruno Gabriel | EVP, CFO & TREASURER | F | 161 | $288.12 | $46.4K |
| Feb 18, 2026 | Dietrich Lisa | EVP, CDIO | A | 513 | $0.00 | $0.00 |
| Feb 18, 2026 | Dietrich Lisa | EVP, CDIO | A | 2,052 | $0.00 | $0.00 |
| Feb 18, 2026 | Doria Gregory | EVP, PRES INTERNATIONAL | A | 630 | $0.00 | $0.00 |
| Feb 18, 2026 | Doria Gregory | EVP, PRES INTERNATIONAL | A | 2,522 | $0.00 | $0.00 |
| Feb 18, 2026 | Whitehead Michael J | EVP, PRESIDENT, AMERICAS WELD | A | 800 | $0.00 | $0.00 |
| Feb 18, 2026 | Whitehead Michael J | EVP, PRESIDENT, AMERICAS WELD | A | 3,203 | $0.00 | $0.00 |
| Feb 18, 2026 | Ansberry Jennifer I | EVP, GENERAL COUNSEL & SECY | A | 769 | $0.00 | $0.00 |
| Feb 18, 2026 | Ansberry Jennifer I | EVP, GENERAL COUNSEL & SECY | A | 3,078 | $0.00 | $0.00 |
| Feb 18, 2026 | Hedlund Steven B | CHAIRMAN, PRESIDENT & CEO | A | 5,340 | $0.00 | $0.00 |
| Feb 18, 2026 | Hedlund Steven B | CHAIRMAN, PRESIDENT & CEO | A | 21,375 | $0.00 | $0.00 |
| Feb 18, 2026 | Edwards Susan C | EVP, CHRO | A | 598 | $0.00 | $0.00 |
| Feb 18, 2026 | Edwards Susan C | EVP, CHRO | A | 2,394 | $0.00 | $0.00 |
| Feb 18, 2026 | Bruno Gabriel | EVP, CFO & TREASURER | A | 1,444 | $0.00 | $0.00 |
| Feb 18, 2026 | Bruno Gabriel | EVP, CFO & TREASURER | A | 5,780 | $0.00 | $0.00 |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (59% buy). Based on 17 analysts: 3 strong buy, 7 buy, 5 hold, 2 sell, 0 strong sell.
Analyst Price Targets
$294.11 mean target
+10.8% upside
Buy (2.40)
$229.00 Low
$340.00 High
| Metric | Value |
|---|---|
| Current Price | $265.45 |
| Target Low | $229.00 |
| Target Mean | $294.11 |
| Target Median | $300.00 |
| Target High | $340.00 |
| # Analysts | 9 |
| Recommendation | Buy (2.40) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.79 | $2.60 | $2.99 | 7.4% | +0.0% | 2↑ 6↓ | $1.2B | 7.0% | 9 |
| Next Q 2026-09-30 |
$2.78 | $2.67 | $2.91 | 12.6% | +0.0% | 7↑ 2↓ | $1.1B | 7.4% | 9 |
| Current FY 2026-12-31 |
$10.92 | $10.61 | $11.25 | 10.7% | +0.0% | 6↑ 3↓ | $4.6B | 8.5% | 10 |
| Next FY 2027-12-31 |
$12.06 | $11.41 | $12.47 | 10.4% | +0.0% | 9↑ 1↓ | $4.8B | 5.2% | 10 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.793 | |
| 7d ago | $2.793 | |
| 30d ago | $2.793 | |
| 60d ago | $2.834 | -0.040 |
| 90d ago | $2.837 | -0.044 |
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 5, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 8, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Apr 1, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 31, 2026 | Jefferies | DOWNGRADE | Buy | Hold |
| Mar 30, 2026 | Morgan Stanley | MAINTAIN | Underweight | Underweight |
| Feb 13, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 13, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Feb 13, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Feb 3, 2026 | Roth Capital | REITERATE | Buy | Buy |
| Jan 23, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 23, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Jan 12, 2026 | Morgan Stanley | MAINTAIN | Underweight | Underweight |
| Dec 16, 2025 | Stifel | MAINTAIN | Hold | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 7 | 5 | 2 | 0 | 59% | |
| May 1, 2026 | 3 | 7 | 5 | 2 | 0 | 59% | |
| Apr 1, 2026 | 3 | 7 | 5 | 2 | 0 | 59% | |
| Mar 1, 2026 | 4 | 8 | 4 | 2 | 0 | 67% | |
| Feb 1, 2026 | 4 | 8 | 4 | 2 | 0 | 67% | |
| Jan 1, 2026 | 4 | 8 | 4 | 2 | 0 | 67% |
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 18, 2026
dark_pool
Dark Pool: LECO — 0.4M shares, 21,555 trades
Week starting 2026-05-18. Total ATS volume: 449,356 shares across 21,555 trades.
May 11, 2026
dark_pool
Dark Pool: LECO — 0.4M shares, 21,504 trades
Week starting 2026-05-11. Total ATS volume: 358,562 shares across 21,504 trades.
May 4, 2026
dark_pool
Dark Pool: LECO — 0.5M shares, 25,614 trades
Week starting 2026-05-04. Total ATS volume: 498,131 shares across 25,614 trades.
Apr 30, 2026
earnings_calendar
LECO Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: LECO — 1.0M shares, 31,163 trades
Week starting 2026-04-27. Total ATS volume: 1,025,813 shares across 31,163 trades.
Apr 20, 2026
dark_pool
Dark Pool: LECO — 0.4M shares, 17,178 trades
Week starting 2026-04-20. Total ATS volume: 444,063 shares across 17,178 trades.
Apr 13, 2026
dark_pool
Dark Pool: LECO — 0.5M shares, 22,592 trades
Week starting 2026-04-13. Total ATS volume: 484,301 shares across 22,592 trades.
Apr 6, 2026
dark_pool
Dark Pool: LECO — 0.8M shares, 20,782 trades
Week starting 2026-04-06. Total ATS volume: 755,295 shares across 20,782 trades.
Mar 30, 2026
dark_pool
Dark Pool: LECO — 0.4M shares, 15,327 trades
Week starting 2026-03-30. Total ATS volume: 434,416 shares across 15,327 trades.
Mar 23, 2026
dark_pool
Dark Pool: LECO — 0.3M shares, 16,194 trades
Week starting 2026-03-23. Total ATS volume: 316,956 shares across 16,194 trades.
Mar 16, 2026
dark_pool
Dark Pool: LECO — 0.4M shares, 17,797 trades
Week starting 2026-03-16. Total ATS volume: 355,310 shares across 17,797 trades.
Mar 9, 2026
dark_pool
Dark Pool: LECO — 0.3M shares, 14,775 trades
Week starting 2026-03-09. Total ATS volume: 268,095 shares across 14,775 trades.
Mar 2, 2026
dark_pool
Dark Pool: LECO — 0.4M shares, 16,197 trades
Week starting 2026-03-02. Total ATS volume: 402,481 shares across 16,197 trades.
Feb 23, 2026
dark_pool
Dark Pool: LECO — 0.4M shares, 16,410 trades
Week starting 2026-02-23. Total ATS volume: 429,475 shares across 16,410 trades.
Feb 16, 2026
dark_pool
Dark Pool: LECO — 0.3M shares, 15,397 trades
Week starting 2026-02-16. Total ATS volume: 343,404 shares across 15,397 trades.