Examining Lincoln Electric's Story Amid Changes in Automation and Market Sentiment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 01 2025
0mins
Source: Yahoo Finance
Analyst Sentiment: Lincoln Electric Holdings' fair value estimate has increased to $260.60, with analysts expressing confidence due to improved operational execution and growing global automation demand. Barclays and Roth Capital have raised their price targets, highlighting the company's strong position in the electrification trend.
Financial Developments: The company completed a buyback of over 216,000 shares and announced a 5.3% increase in its quarterly cash dividend to $0.79 per share, reflecting a commitment to returning value to shareholders.
Growth Strategy: Lincoln Electric is pursuing acquisitions and investments to expand its operations, with its automation business nearing the $1 billion revenue milestone, indicating a focus on growth in both domestic and international markets.
Market Dynamics: While overall analyst sentiment is positive, concerns about valuation and near-term risks in the machinery sector persist, suggesting a cautious outlook amidst shifting market expectations.
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Analyst Views on LECO
Wall Street analysts forecast LECO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LECO is 269.25 USD with a low forecast of 252.00 USD and a high forecast of 285.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
4 Buy
2 Hold
1 Sell
Moderate Buy
Current: 256.770
Low
252.00
Averages
269.25
High
285.00
Current: 256.770
Low
252.00
Averages
269.25
High
285.00
About LECO
Lincoln Electric Holdings, Inc. is a manufacturer of welding, cutting and brazing products. The Company’s segments include Americas Welding, International Welding, and the Harris Products Group. The Americas Welding segment includes welding operations in North and South America. The International Welding segment includes welding operations in Europe, Africa, Asia, and Australia. The Harris Products Group includes the Company’s global oxyfuel cutting, soldering and brazing businesses and its retail business in the United States. Its products include arc welding, brazing and soldering filler metals (consumables), arc welding equipment, plasma and oxyfuel cutting systems, wire feeding systems, fume control equipment, welding accessories, specialty gas regulators, and education solutions; and a comprehensive portfolio of automated solutions for joining, cutting, material handling, module assembly, and end of line testing.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Lincoln Electric to Release Q4 and Full Year 2025 Results on February 12, 2026
- Earnings Release Schedule: Lincoln Electric is set to announce its Q4 and full year 2025 financial results on February 12, 2026, prior to market open, highlighting the company's ongoing growth potential in welding solutions.
- Investor Conference Call: An investor conference call will take place at 10:00 a.m. (ET) on the same day to review financial results and introduce 2030 strategic targets, aiming to bolster investor confidence in the company's future direction.
- Webcast Availability: The event will be accessible via webcast in listen-only mode, allowing investors to participate through the company's investor relations homepage, thereby enhancing engagement and transparency with stakeholders.
- Global Business Operations: Lincoln Electric operates 71 manufacturing and automation system integration locations across 20 countries, serving customers in over 160 countries, demonstrating its leadership position and significant influence in the global welding market.
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Lincoln Electric Schedules 2026 Annual Shareholders Meeting for April 17
- Shareholder Meeting Announcement: Lincoln Electric has scheduled its 2026 Annual Meeting of Shareholders for April 17, 2026, at 11:00 a.m. Eastern Time as a virtual meeting, ensuring convenient participation and voting for shareholders, which reflects the company's commitment to shareholder rights.
- Global Operations: Operating 71 manufacturing and automation system integration locations across 20 countries, Lincoln Electric demonstrates its global leadership in welding solutions, further solidifying its customer service network in over 160 countries.
- Technological Expertise: Recognized as the Welding Expert™, Lincoln Electric's leadership in materials science, software development, and automation engineering enables continuous enhancement of customer fabrication capabilities, driving technological advancements in the industry.
- Market Influence: With a broad range of products and services, Lincoln Electric is dedicated to helping customers build a better world, showcasing its strong influence and innovative capacity in the welding and cutting equipment market.
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