CSM Advisors LLC Has $3.89 Million Position in Lear Corporation $LEA

CSM Advisors LLC grew its holdings in shares of Lear Corporation (NYSE:LEA) by 13.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,703 shares of the auto parts company’s stock after buying an additional 4,710 shares during the quarter. CSM Advisors LLC’s holdings in Lear were worth $3,894,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of LEA. Schroder Investment Management Group grew its holdings in shares of Lear by 75.6% in the 2nd quarter. Schroder Investment Management Group now owns 1,801,284 shares of the auto parts company’s stock valued at $171,086,000 after acquiring an additional 775,476 shares in the last quarter. American Century Companies Inc. boosted its position in Lear by 78.6% during the second quarter. American Century Companies Inc. now owns 1,269,500 shares of the auto parts company’s stock valued at $120,577,000 after purchasing an additional 558,538 shares during the last quarter. Norges Bank bought a new position in Lear in the second quarter valued at approximately $48,468,000. Balyasny Asset Management L.P. bought a new position in Lear in the second quarter valued at approximately $39,656,000. Finally, Caisse de depot et placement du Quebec acquired a new position in shares of Lear during the 3rd quarter worth approximately $40,984,000. 97.04% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Lear

In other news, VP Marianne Vidershain sold 1,590 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $135.00, for a total value of $214,650.00. Following the transaction, the vice president owned 1,862 shares of the company’s stock, valued at approximately $251,370. This represents a 46.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Alicia J. Davis sold 6,630 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $132.98, for a total value of $881,657.40. Following the transaction, the senior vice president owned 9,972 shares in the company, valued at approximately $1,326,076.56. This trade represents a 39.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 30,220 shares of company stock worth $3,986,427. Insiders own 0.91% of the company’s stock.

Lear Price Performance

Shares of LEA opened at $114.15 on Monday. The company’s 50-day moving average is $126.48 and its 200-day moving average is $113.91. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.35 and a quick ratio of 1.05. The firm has a market capitalization of $5.79 billion, a PE ratio of 14.01, a PEG ratio of 0.82 and a beta of 1.26. Lear Corporation has a fifty-two week low of $73.85 and a fifty-two week high of $142.84.

Lear (NYSE:LEA) last announced its earnings results on Wednesday, February 4th. The auto parts company reported $3.41 EPS for the quarter, topping the consensus estimate of $2.67 by $0.74. Lear had a net margin of 1.88% and a return on equity of 13.40%. The business had revenue of $5.99 billion during the quarter, compared to the consensus estimate of $5.78 billion. During the same quarter in the previous year, the firm posted $2.94 EPS. Lear’s revenue was up 4.8% compared to the same quarter last year. Equities analysts forecast that Lear Corporation will post 12.89 EPS for the current year.

Lear Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Thursday, March 5th will be issued a dividend of $0.77 per share. This represents a $3.08 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Thursday, March 5th. Lear’s payout ratio is currently 37.79%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the company. Evercore upped their price objective on Lear from $110.00 to $120.00 and gave the stock an “in-line” rating in a research note on Monday, November 24th. Wall Street Zen upgraded shares of Lear from a “buy” rating to a “strong-buy” rating in a report on Friday, January 23rd. Morgan Stanley upped their price target on shares of Lear from $112.00 to $123.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 5th. Wells Fargo & Company increased their price target on shares of Lear from $123.00 to $131.00 and gave the company an “equal weight” rating in a research note on Thursday, February 5th. Finally, UBS Group lifted their price objective on shares of Lear from $135.00 to $145.00 and gave the company a “neutral” rating in a research report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $138.00.

Trending Headlines about Lear

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Lear’s recent quarterly results remain supportive: the company beat EPS and revenue expectations in its February quarter (reported EPS $3.41 vs. $2.67 est.; revenue $5.99B vs. $5.78B est.), and analysts still model solid full‑year earnings. This earnings beat underpins the view that Lear’s fundamentals are improving.
• Positive Sentiment: Analyst commentary highlighting valuation: Zacks published a piece arguing LEA is a long‑term value pick, pointing to attractive valuation metrics (P/E ~14, PEG ~0.85) and potential upside for value‑oriented investors. Read More.
• Neutral Sentiment: RBC Capital initiated coverage with a “sector perform” rating and a $135 price target (roughly mid‑teens upside vs. current levels). The price target is constructive, but the sector‑perform stance signals RBC expects Lear to perform roughly in line with peers rather than outperform. Read More.

Lear Company Profile

Lear Corporation (NYSE: LEA) is a global supplier of automotive seating and electrical distribution systems. The company designs, engineers and manufactures complete seat systems, seat components and power solutions for major vehicle manufacturers. Its electrical business delivers modules and components for battery management, infotainment, body and safety electronics, as well as advanced connectivity and electrification solutions.

The seating division develops lightweight, ergonomic seat structures, trim and mechanisms that address comfort, safety and environmental targets.