3,934 Shares in Lincoln Electric Holdings, Inc. $LECO Purchased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC bought a new stake in Lincoln Electric Holdings, Inc. (NASDAQ:LECO) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 3,934 shares of the industrial products company’s stock, valued at approximately $943,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of LECO. Victory Capital Management Inc. boosted its holdings in shares of Lincoln Electric by 4.1% in the 3rd quarter. Victory Capital Management Inc. now owns 1,850,816 shares of the industrial products company’s stock valued at $436,478,000 after acquiring an additional 72,826 shares during the last quarter. M&T Bank Corp raised its holdings in shares of Lincoln Electric by 5,862.4% during the fourth quarter. M&T Bank Corp now owns 1,271,364 shares of the industrial products company’s stock worth $304,670,000 after purchasing an additional 1,250,041 shares during the last quarter. Invesco Ltd. lifted its position in Lincoln Electric by 31.8% during the third quarter. Invesco Ltd. now owns 919,926 shares of the industrial products company’s stock valued at $216,946,000 after purchasing an additional 221,853 shares during the period. Boston Partners lifted its position in Lincoln Electric by 24.6% during the third quarter. Boston Partners now owns 850,201 shares of the industrial products company’s stock valued at $200,517,000 after purchasing an additional 167,773 shares during the period. Finally, AQR Capital Management LLC boosted its holdings in Lincoln Electric by 21.8% in the third quarter. AQR Capital Management LLC now owns 726,949 shares of the industrial products company’s stock valued at $171,167,000 after purchasing an additional 130,332 shares during the last quarter. Institutional investors and hedge funds own 79.61% of the company’s stock.

Lincoln Electric Price Performance

Shares of Lincoln Electric stock opened at $266.25 on Friday. The firm has a market cap of $14.60 billion, a PE ratio of 28.57, a P/E/G ratio of 1.64 and a beta of 1.24. Lincoln Electric Holdings, Inc. has a twelve month low of $179.71 and a twelve month high of $310.00. The company has a quick ratio of 1.16, a current ratio of 1.83 and a debt-to-equity ratio of 0.76. The business has a 50-day moving average price of $261.59 and a 200 day moving average price of $253.47.

Lincoln Electric (NASDAQ:LECO) last issued its quarterly earnings results on Thursday, April 30th. The industrial products company reported $2.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.42 by $0.08. Lincoln Electric had a return on equity of 39.33% and a net margin of 12.38%.The company had revenue of $1.12 billion for the quarter, compared to the consensus estimate of $1.07 billion. During the same quarter in the prior year, the business posted $2.16 earnings per share. Lincoln Electric’s revenue for the quarter was up 11.7% on a year-over-year basis. Sell-side analysts predict that Lincoln Electric Holdings, Inc. will post 10.76 earnings per share for the current fiscal year.

Lincoln Electric Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th will be paid a $0.79 dividend. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $3.16 dividend on an annualized basis and a yield of 1.2%. Lincoln Electric’s dividend payout ratio (DPR) is currently 33.91%.

Key Stories Impacting Lincoln Electric

Here are the key news stories impacting Lincoln Electric this week:

• Positive Sentiment: Q1 beat on both EPS and revenue — Lincoln reported $2.50 EPS vs. consensus ~$2.42 and revenue of $1.12B vs. ~$1.07B, driven by healthy volume and price/mix. The beat and year-over-year revenue growth support upside to near-term earnings momentum. Lincoln Electric Beats Q1 Estimates
• Positive Sentiment: Company called it a record quarter for net sales and adjusted EPS — management highlighted record first-quarter net sales and adjusted EPS, which underpins the stronger-than-expected print and likely helped buyer demand. Business Wire: Q1 Results
• Positive Sentiment: Profitability remains robust — net margin (~12.3%) and return on equity (~39%) signal strong cash conversion and operational leverage, supporting forward earnings assumptions. MarketBeat: Q1 Metrics & Call
• Neutral Sentiment: Management materials and presentation are available — the earnings slide deck and conference call provide detail on segment trends, order patterns and margin drivers; investors can review for guidance color and backlog commentary. Earnings Presentation
• Neutral Sentiment: Analyst models and outlook — brokers continue modeling solid full‑year EPS (Street consensus cited around $10.76 annual EPS), so the beat helps validate those forecasts but raises expectations for execution the rest of the year. Zacks: Key Metrics vs Estimates
• Negative Sentiment: Valuation and leverage to watch — shares now trade at a premium (P/E ~28.6) and the company carries moderate leverage (debt/equity ~0.78); if growth or margins slow, valuation could compress. (See company metric summaries in the earnings release and market coverage.)

Analyst Ratings Changes

Several brokerages have weighed in on LECO. KeyCorp increased their price target on Lincoln Electric from $280.00 to $340.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Morgan Stanley upped their target price on Lincoln Electric from $240.00 to $247.00 and gave the stock an “underweight” rating in a research note on Monday, March 30th. Robert W. Baird set a $330.00 target price on Lincoln Electric in a report on Friday, February 13th. Weiss Ratings upgraded Lincoln Electric from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, April 16th. Finally, Wall Street Zen lowered Lincoln Electric from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Four equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Lincoln Electric presently has a consensus rating of “Hold” and an average target price of $292.71.

About Lincoln Electric

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.