Market Cap
$14.4B
LECO
LINCOLN ELECTRIC HOLDINGS INC
$274.38 ▲ +1.85%
Prev close $269.40Market cap$14.4B
ConsensusBuy
12-mo target$304.91 (+11.1%)
▲ Bullish
Analyst conviction 6/10
29 New Institutional Positions21 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on LECO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (63%)
Inst. Holders
50 funds
Inst. Value
$8.9B
Inst. Activity
29 buys / 21 sells
Insider Activity
$0.00 buy / $5.2M sell
Insider Net $
-$5.2M
Price chart 30d +0.2%
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.
Sep 14, 2026 ftd
FTD: LECO — 11,236 shares ($2.8M) failed to deliver
Settlement: 20260914, Price: $253.06, FTD Value: $2,843,382.16, LINCOLN ELECTRIC HLDGS INC
Aug 21, 2026 Insider
Hedlund Steven B surrendered for taxes 409 shares
CHAIRMAN, PRESIDENT & CEO @ $281.82 ($115.3K)
Jul 23, 2026 Insider
Whaley Kevin J. surrendered for taxes 216 shares
EVP, Pres, Global Automation @ $250.38 ($54.1K)
Jun 30, 2026 Inst.
NORGES BANK — NEW
1,728,502 shares ($458.9M)
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — ADD
697,091 shares ($185.1M)
Jun 16, 2026 Insider
Whitehead Michael J sold 845 shares
EVP, PRESIDENT, AMERICAS WELD @ $274.81 ($232.2K)
Analyst ratings buy % -6.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
63% rate it Buy or better · 19 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | UBS | INITIATE | Buy | 55% |
| Aug 10, 2026 | Morgan Stanley | UPGRADE | Equal-Weight | 55% |
| Jul 17, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jun 16, 2026 | DA Davidson | INITIATE | Buy | 53% |
| May 5, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Apr 8, 2026 | Stifel | MAINTAIN | Hold | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 9 | 7 | 0 | 0 | 63% | |
| Aug 1, 2026 | 3 | 8 | 5 | 2 | 0 | 61% | |
| Jul 1, 2026 | 3 | 8 | 5 | 2 | 0 | 61% | |
| 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% |
Price targets
Where 11 covering analysts think LECO trades over the next 12 months.
$304.91 +11.1% upside Buy
Current$274.38 Low$238.00 Median$320.00 High$340.00 11 analysts
$238.00$340.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: LECO — 11,236 shares ($2.8M) failed to deliver
Settlement: 20260914, Price: $253.06, FTD Value: $2,843,382.16, LINCOLN ELECTRIC HLDGS INC
Sep 7, 2026
dark_pool
Dark Pool: LECO — 0.8M shares, 32,859 trades
Week starting 2026-09-07. Total ATS volume: 754,169 shares across 32,859 trades.
Aug 31, 2026
dark_pool
Dark Pool: LECO — 0.6M shares, 29,780 trades
Week starting 2026-08-31. Total ATS volume: 646,421 shares across 29,780 trades.
Aug 24, 2026
dark_pool
Dark Pool: LECO — 1.0M shares, 37,662 trades
Week starting 2026-08-24. Total ATS volume: 993,068 shares across 37,662 trades.
Aug 17, 2026
dark_pool
Dark Pool: LECO — 1.0M shares, 37,479 trades
Week starting 2026-08-17. Total ATS volume: 954,596 shares across 37,479 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 | $2.82 | $2.79–$2.89 | 14.3% | -0.0% | 8↑ 2↓ | $1.2B | 11 |
| Next Q | $2.96 | $2.88–$3.05 | 11.7% | +0.1% | 9↑ 0↓ | $1.2B | 11 |
| Current FY | $11.21 | $11.06–$11.37 | 13.6% | +0.0% | 11↑ 0↓ | $4.7B | 12 |
| Next FY | $12.53 | $12.25–$13.30 | 11.7% | +0.1% | 11↑ 0↓ | $5.0B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.823 | — |
| 7d ago | $2.823 | -0.000 |
| 30d ago | $2.823 | -0.000 |
| 60d ago | $2.768 | +0.055 |
| 90d ago | $2.777 | +0.046 |
Institutional ownership
Which big funds own LECO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.9B total value (33,564,172 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,390,309 | $1.4B | 16.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,564,633 | $680.9M | 7.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,477,198 | $657.7M | 7.4% | — |
| STATE STREET CORP | 2,254,978 | $600.5M | 6.7% | — |
| NORGES BANK | 1,728,502 | $458.9M | 5.1% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 1,446,305 | $384.1M | 4.3% | — |
| VICTORY CAPITAL MANAGEMENT INC | 1,391,019 | $369.3M | 4.1% | — |
| Invesco Ltd. | 1,312,413 | $348.5M | 3.9% | — |
| JPMORGAN CHASE & CO | 1,041,849 | $275.9M | 3.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 922,170 | $244.4M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,728,502 | — | $458.9M |
| GOLDMAN SACHS GROUP INC | ADD | 351,275 | 697,091 | +98.4% | $185.1M |
| Pictet Asset Management Holding SA | DOUBLED | 118,227 | 659,040 | +457.4% | $175.0M |
| Freestone Grove Partners LP | DOUBLED | 74,808 | 360,549 | +382.0% | $95.7M |
| CITADEL ADVISORS LLC | DOUBLED | 26,269 | 351,167 | +1236.8% | $93.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | DOUBLED | 41,313 | 224,982 | +444.6% | $59.3M |
| Fiera Capital Corp | TRIM | 310,283 | 177,209 | -42.9% | $47.1M |
| FIRST TRUST ADVISORS LP | TRIM | 288,476 | 161,665 | -44.0% | $42.9M |
| UBS Group AG | TRIM | 251,600 | 155,850 | -38.1% | $41.4M |
| Point72 Asset Management, L.P. | TRIM | 180,673 | 134,887 | -25.3% | $35.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 49 transactions. Net -$5.2M — $0.00 bought, $5.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Hedlund Steven B | CHAIRMAN, PRESIDENT & CEO | TAX W/H | 409 | $281.82 | $115.3K |
| Jul 23, 2026 | Whaley Kevin J. | EVP, Pres, Global Automation | TAX W/H | 216 | $250.38 | $54.1K |
| Jun 16, 2026 | Whitehead Michael J | EVP, PRESIDENT, AMERICAS WELD | SELL | 845 | $274.81 | $232.2K |
| May 1, 2026 | Doria Gregory | EVP, PRES INTERNATIONAL | TAX W/H | 44 | $266.25 | $11.7K |
| Apr 17, 2026 | Chambers Brian | Director | AWARD | 688 | — | — |
| Apr 17, 2026 | Falotico Nancy Joy | Director | AWARD | 688 | — | — |
| Apr 17, 2026 | ESPELAND CURTIS E | Director | AWARD | 688 | — | — |
| Apr 17, 2026 | Hilton Michael F | Director | AWARD | 688 | — | — |
| Apr 17, 2026 | Lincoln Kathryn Jo | Director | AWARD | 688 | — | — |
| Apr 17, 2026 | Goris Patrick P. | Director | AWARD | 688 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LECO.
Shares short
1,085,021
Settlement Sep 15, 2026
Change vs prior
-25.6%
Semi-monthly cycle
Days to cover
2.6
At avg daily volume
Of shares outstanding
≈2.0%
Estimate — not % of float