LECOIndustrials · Tools & AccessoriesThe 12 Wall Street analysts covering Lincoln Electric Holdings, Inc. hold a median 12-month price target of $322 — +15.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 4 Nov 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Lincoln Electric Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (99): Analysts have, on balance, been raising their forecasts.
Accruals (44): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (12): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on LECO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +15.3% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 Oct 2026 | Barclays | Maintains | Overweight | $300 → $350 |
| 28 Oct 2026 | Baird | Maintains | Outperform | $317 → $322 |
| 28 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $283 → $293 |
| 28 Oct 2026 | Stifel | Maintains | Hold | $271 → $290 |
| 28 Oct 2026 | UBS | Maintains | Buy | $340 → $360 |
| 11 Aug 2026 | UBS | Initiates | Buy | — |
| 11 Aug 2026 | UBS | Initiates | Buy | $340 |
| 10 Aug 2026 | Morgan Stanley | Upgrade | Equal-Weight | — |
| 10 Aug 2026 | Morgan Stanley | Upgrade | Equal-Weight | $257 → $283 |
| 17 July 2026 | Morgan Stanley | Maintains | Underweight | — |
| 17 July 2026 | Morgan Stanley | Maintains | Underweight | $250 → $253 |
| 16 June 2026 | DA Davidson | Initiates | Buy | — |
| 5 May 2026 | Barclays | Maintains | Overweight | — |
| 8 Apr 2026 | Stifel | Maintains | Hold | — |
| 1 Apr 2026 | Barclays | Maintains | Overweight | — |
| 31 Mar 2026 | Jefferies | Downgrade | Hold | — |
| 30 Mar 2026 | Morgan Stanley | Maintains | Underweight | — |
| 13 Feb 2026 | Barclays | Maintains | Overweight | — |
| 13 Feb 2026 | Keybanc | Maintains | Overweight | — |
| 13 Feb 2026 | Stifel | Maintains | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
LECO appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Lincoln Electric Holdings, Inc. returned +25.6% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 27% of US stocks
Cheaper than 36% of US stocks
Cheaper than 9% of US stocks
Cheaper than 17% of US stocks
Higher than 63% of US stocks
Higher than 57% of US stocks
Higher than 45% of US stocks
Higher than 77% of US stocks
Higher than 74% of US stocks
Higher than 91% of US stocks
Higher than 96% of US stocks
Higher than 73% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Lincoln Electric Holdings, Inc. has a market value of $15.1B and an enterprise value of $16.1B.
Revenue in the twelve months to 30 June 2026: $4.5B. The latest quarter grew 15.1% year on year.
Net income over the same four quarters: $553.6M, a 12.4% net margin.
Diluted earnings per share, trailing twelve months: $10.01.
Free cash flow in the twelve months to 30 June 2026: $542.4M, after $145.2M of capital spending.
Lincoln Electric Holdings, Inc. spent $237.3M on share buybacks and $170.8M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 26.8×; forward P/E: 21.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.25%, paying out 30% of earnings.
Lincoln Electric Holdings, Inc. employs 12,000 people — $373K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Lincoln Electric Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research highlights that Lincoln Electric Holdings (LECO) was up 8.19% in one week and asks whether it has the characteristics sought by momentum investors.
Why it matters — LECO watchers may note the reported one-week gain and the article’s focus on momentum investing.
The article says Emerson is expected to raise its annual dividend by 6.3–8.1%, extending its dividend-growth streak to 70 years. It also notes that dividend increases among other long-term payers are mostly in the mid-single digits, with several expected to exceed 10%.
Why it matters — The item concerns dividend trends at other companies and does not provide specific news about Lincoln Electric.
Zacks Investment Research says Lincoln Electric could produce exceptional returns, citing its solid growth attributes. The headline presents three reasons to view the company as a growth stock.
Why it matters — LECO watchers may note the article's positive framing of the company's growth attributes.
Lincoln Electric reported third-quarter sales of $1.221 billion, up 15%. Organic volume growth was 9%, outpacing price gains across segments.
Why it matters — The sales increase and relative contribution of organic volume provide LECO watchers with information about the company’s third-quarter growth.
Seeking Alpha published a transcript of Lincoln Electric Holdings, Inc.’s Q3 2026 earnings call. The provided excerpt contains only the transcript title.
Why it matters — The transcript may provide LECO watchers with management’s discussion of the company’s quarterly results and outlook, though no details are included in the excerpt.
The 12 Wall Street analysts covering Lincoln Electric Holdings, Inc. have a median 12-month price target of $322, with estimates ranging from $253 to $360. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Lincoln Electric Holdings, Inc., 7 rate it a Buy, 4 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Lincoln Electric Holdings, Inc. 91 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Lincoln Electric Holdings, Inc. ranks 91 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (99 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +15.3% from the last close, and Ticker Nerd's factor model ranks Lincoln Electric Holdings, Inc. 91 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Lincoln Electric Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LECO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $253 to $360 over the next 12 months.
Lincoln Electric Holdings, Inc. returned +25.6% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Lincoln Electric Holdings, Inc. is a global industrial manufacturer focused on welding, cutting, brazing, and automation solutions.
The most recent item we track (Zacks Investment Research, 4 Nov 2026): "Lincoln Electric Holdings (LECO) Is Up 8.19% in One Week: What You Should Know". Zacks Investment Research highlights that Lincoln Electric Holdings (LECO) was up 8.19% in one week and asks whether it has the characteristics sought by momentum investors.
Lincoln Electric Holdings, Inc. is a global industrial manufacturer focused on welding, cutting, brazing, and automation solutions. Lincoln Electric develops and produces arc welding equipment, consumable welding products, robotic welding systems, plasma and oxy-fuel cutting equipment, fume control systems, and related accessories for industrial users. Its operations are organized across the Americas Welding, International Welding, and The Harris Products Group segments, supporting customers in manufacturing, construction, energy, automotive, and metal fabrication. The company also provides automated joining, assembly, material handling, and end-of-line testing solutions that help streamline production processes and improve fabrication workflows. Lincoln Electric’s products and services are used across a wide range of heavy industrial and technical applications, making the company an important supplier in the global welding and fabrication market.
CEO Mr. Steven B. Hedlund · 12,000 employees · United States · https://www.lincolnelectric.com
