Market Cap
$5.8B
LEA
LEAR CORP
$121.26 ▼ -0.09%
Prev close $121.37Market cap$5.8B
ConsensusHold
12-mo target$150.86 (+24.4%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on LEA right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (45%)
Inst. Holders
50 funds
Inst. Value
$6.0B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $14.9M sell
Insider Net $
-$14.9M
SEC Reports
5
Price chart 30d -6.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 Insider
LIGOCKI KATHLEEN acquired via exercise 53 shares
Director
Sep 23, 2026 Insider
Roelli Nicholas Jon was granted 12,326 shares
SVP and President, E-Systems
Sep 7, 2026 dark_pool
Dark Pool: LEA — 0.5M shares, 23,012 trades
Week starting 2026-09-07. Total ATS volume: 513,078 shares across 23,012 trades.
Aug 6, 2026 Insider
Jul 31, 2026 SEC MALLETT CONRAD L JR sold 1,646 shares
Director @ $121.35 ($199.7K)
Lear Corporation filed an automatic shelf registration statement (S-3ASR) on July 31, 2026, registering an indeterminate
S-3ASR — Impact 3/10
Lear Corporation reported Q2 2026 adjusted EPS of $4.28, a 7.6% beat vs. the $3.98 consensus, on revenue of $6.21B (in-l
8-K — Impact 7/10
Jun 30, 2026 Inst.
SCHRODER INVESTMENT MANAGEMENT GROUP — TRIM
1,238,255 shares ($165.7M)
Jun 30, 2026 Inst.
FMR LLC — TRIM
1,194,926 shares ($160.2M)
Analyst ratings buy % +7.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
45% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Aug 3, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 13, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 10, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 9, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jun 25, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 26, 2026 | TD Cowen | UPGRADE | Buy | 56% |
| May 14, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| May 5, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 7 | 12 | 0 | 0 | 45% | |
| Aug 1, 2026 | 3 | 8 | 11 | 0 | 0 | 50% | |
| Jul 1, 2026 | 3 | 8 | 11 | 0 | 0 | 50% | |
| Jun 1, 2026 | 3 | 8 | 11 | 0 | 0 | 50% | |
| May 1, 2026 | 3 | 7 | 12 | 0 | 0 | 45% | |
| Apr 1, 2026 | 3 | 6 | 13 | 0 | 0 | 41% | |
| Mar 1, 2026 | 3 | 6 | 11 | 0 | 0 | 45% | |
| Feb 1, 2026 | 3 | 5 | 11 | 0 | 0 | 42% |
Price targets
Where 14 covering analysts think LEA trades over the next 12 months.
$150.86 +24.4% upside Strong Buy
Current$121.26 Low$130.00 Median$147.50 High$179.00 14 analysts
$130.00$179.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 3 neutral · avg impact 4.6/10.
NEUTRALS-3ASR3/10
Lear Corporation filed an automatic shelf registration statement (S-3ASR) on July 31, 2026, register
Jul 31, 2026
BULLISH8-K7/10
Lear Corporation reported Q2 2026 adjusted EPS of $4.28, a 7.6% beat vs. the $3.98 consensus, on rev
Jul 31, 2026
BEARISHINST-CLUSTER7/10
Seven institutional investors, including quant funds Point72 and Citadel, reduced their LEA position
Jun 11, 2026
NEUTRALCLUSTER2/10
Two senior LEA insiders — the CFO and the President of Seating — sold a combined $1.1M in open-marke
Jun 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: LEA — 0.5M shares, 23,012 trades
Week starting 2026-09-07. Total ATS volume: 513,078 shares across 23,012 trades.
Sep 2, 2026
other
Lear to Participate in Morgan Stanley 14th Annual Laguna Conference
SOUTHFIELD, Mich., Sept. 2, 2026 /PRNewswire/ -- Lear Corporation (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, will pa
Aug 31, 2026
dark_pool
Dark Pool: LEA — 0.9M shares, 27,573 trades
Week starting 2026-08-31. Total ATS volume: 889,344 shares across 27,573 trades.
Aug 24, 2026
dark_pool
Dark Pool: LEA — 0.6M shares, 22,852 trades
Week starting 2026-08-24. Total ATS volume: 609,077 shares across 22,852 trades.
Aug 17, 2026
dark_pool
Dark Pool: LEA — 0.7M shares, 25,689 trades
Week starting 2026-08-17. Total ATS volume: 708,513 shares across 25,689 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.31 | $3.08–$3.52 | 18.8% | -0.6% | 2↑ 11↓ | $5.8B | 13 |
| Next Q | $3.55 | $3.16–$4.01 | 4.2% | -0.8% | 4↑ 9↓ | $6.0B | 13 |
| Current FY | $15.02 | $14.60–$15.70 | 17.3% | -0.0% | 8↑ 5↓ | $23.8B | 15 |
| Next FY | $16.89 | $15.99–$18.07 | 12.4% | -0.9% | 4↑ 8↓ | $24.1B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.314 | — |
| 7d ago | $3.326 | -0.011 |
| 30d ago | $3.335 | -0.021 |
| 60d ago | $3.272 | +0.043 |
| 90d ago | $3.455 | -0.141 |
Institutional ownership
Which big funds own LEA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.0B total value (42,837,701 shares) as of 2026-Q2. Top holders: PZENA, BlackRock,, VANGUARD. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 6,638,413 | $889.9M | 14.9% | — |
| BlackRock, Inc. | 5,255,064 | $704.5M | 11.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,427,324 | $459.5M | 7.7% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,435,811 | $435.9M | 7.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,020,166 | $404.9M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,262,052 | $303.3M | 5.1% | — |
| AMERICAN CENTURY COMPANIES INC | 2,092,298 | $280.5M | 4.7% | — |
| STATE STREET CORP | 1,687,033 | $226.2M | 3.8% | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,238,255 | $165.7M | 2.8% | TRIM -27.8% |
| FMR LLC | 1,194,926 | $160.2M | 2.7% | TRIM -31.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 1,715,912 | 1,238,255 | -27.8% | $165.7M |
| FMR LLC | TRIM | 1,747,977 | 1,194,926 | -31.6% | $160.2M |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 597,380 | — | $80.1M |
| NORGES BANK | NEW | — | 552,452 | — | $74.1M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 30,109 | 461,477 | +1432.7% | $61.9M |
| AMERIPRISE FINANCIAL INC | TRIM | 439,404 | 271,837 | -38.1% | $36.4M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | — | 248,946 | — | $33.4M |
| Holocene Advisors, LP | NEW | — | 222,901 | — | $29.9M |
| Qube Research & Technologies Ltd | DOUBLED | 51,829 | 214,704 | +314.3% | $28.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 359,205 | 209,831 | -41.6% | $28.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net -$14.9M — $0.00 bought, $14.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | LIGOCKI KATHLEEN | Director | EXERCISE | 53 | — | — |
| Sep 23, 2026 | Roelli Nicholas Jon | SVP and President, E-Systems | AWARD | 12,326 | — | — |
| Aug 6, 2026 | MALLETT CONRAD L JR | Director | SELL | 1,646 | $121.35 | $199.7K |
| Jul 1, 2026 | LIGOCKI KATHLEEN | Director | EXERCISE | 53 | — | — |
| Jun 24, 2026 | SCOTT RAYMOND E | President and CEO | SELL | 16,316 | $134.44 | $2.2M |
| Jun 24, 2026 | SCOTT RAYMOND E | President and CEO | SELL | 22,454 | $135.40 | $3.0M |
| Jun 24, 2026 | SCOTT RAYMOND E | President and CEO | SELL | 7,884 | $136.41 | $1.1M |
| Jun 24, 2026 | SCOTT RAYMOND E | President and CEO | SELL | 3,346 | $137.21 | $459.1K |
| Jun 10, 2026 | MALLETT CONRAD L JR | Director | SELL | 190 | $141.34 | $26.9K |
| Jun 2, 2026 | Cardew Jason M | SVP and CFO | SELL | 2,500 | $145.00 | $362.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LEA.
Shares short
2,108,033
Settlement Sep 15, 2026
Change vs prior
-4.3%
Semi-monthly cycle
Days to cover
3.8
At avg daily volume
Of shares outstanding
≈4.3%
Estimate — not % of float
All LEA filing & press-release reports (5)
- S-3ASR reportJul 31, 2026
- 8-K reportJul 31, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportFeb 27, 2026