LECOIndustrials · Tools & AccessoriesThe 12 Wall Street analysts covering Lincoln Electric Holdings, Inc. hold a median 12-month price target of $317 — +23.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 89 of 100 as at 14 Oct 2026 — inside the top quartile. 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
Issuance (93): The share count has been shrinking and the company is not leaning on new borrowing.
Accruals (42): 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 quant trader with fourteen 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 +23.0% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Aug 2026 | UBS | Initiates | Buy | $340 |
| 10 Aug 2026 | Morgan Stanley | Upgrade | Equal-Weight | $257 → $283 |
| 17 July 2026 | Morgan Stanley | Maintains | Underweight | $250 → $253 |
| 17 July 2026 | Morgan Stanley | Maintains | Underweight | — |
| 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 | — |
| 3 Feb 2026 | Roth Capital | Reiterates | Buy | — |
| 23 Jan 2026 | Barclays | Maintains | Overweight | — |
| 23 Jan 2026 | Stifel | Maintains | Hold | — |
| 12 Jan 2026 | Morgan Stanley | Maintains | Underweight | — |
| 16 Dec 2025 | Stifel | Maintains | Hold | — |
| 31 Oct 2025 | Stifel | Maintains | Hold | — |
| 20 Oct 2025 | Barclays | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LECO appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Lincoln Electric Holdings, Inc. returned +10.2% against +17.5% 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 29% of US stocks
Cheaper than 38% of US stocks
Cheaper than 10% of US stocks
Cheaper than 19% of US stocks
Higher than 57% of US stocks
Higher than 48% of US stocks
Higher than 45% of US stocks
Higher than 77% of US stocks
Higher than 74% of US stocks
Higher than 90% of US stocks
Higher than 96% of US stocks
Higher than 72% 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 $14.2B and an enterprise value of $15.1B.
Revenue in the twelve months to 30 June 2026: $4.5B. The latest quarter grew 12.0% 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: 25.8×; forward P/E: 20.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.22%, paying out 31% 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 →
Lincoln Electric increased its annual dividend by 10% to $3.48 per share. The company said this marks its 31st consecutive annual dividend increase.
Why it matters — The announcement provides LECO watchers with an update on the company’s dividend and its consecutive annual increase record.
A Zacks Investment Research headline describes Lincoln Electric (LECO) as an “incredible growth stock,” citing its solid growth attributes as a basis for the possibility of exceptional returns.
Why it matters — The item presents a positive view of LECO’s growth characteristics, which may be relevant to investors following the company’s growth profile.
Seeking Alpha’s October 2026 list tracks 50 high-quality dividend growth stocks, evaluating entry points based on valuation and future return potential. The excerpt notes ranking gains for Applied Materials, D.R. Horton, and Home Depot, and says 44 stocks have estimated forward returns of at least 10%, while 32 appear potentially undervalued by free cash flow mean reversion.
Why it matters — The excerpt describes a broader dividend-growth stock screen but provides no specific ranking or assessment of Lincoln Electric.
Lincoln Electric reported 10.1% organic growth, including 7.1% higher Americas Welding volumes, amid a factory recovery in the Americas. The article highlights recurring consumable sales and automation opportunities.
Why it matters — The volume gains and recovery backdrop may inform LECO watchers assessing demand and the company's automation opportunities.
Zacks Investment Research compares Stanley Black & Decker and Lincoln Electric Holdings as possible value stocks in the Manufacturing - Tools & Related Products sector. The excerpt poses which is more attractive to value investors but does not provide an answer.
Why it matters — LECO watchers may find the comparison relevant when assessing the company alongside another stock in its sector.
The 12 Wall Street analysts covering Lincoln Electric Holdings, Inc. have a median 12-month price target of $317, with estimates ranging from $238 to $340. 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. 89 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Lincoln Electric Holdings, Inc. ranks 89 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 Issuance (93 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +23.0% from the last close, and Ticker Nerd's factor model ranks Lincoln Electric Holdings, Inc. 89 out of 100 as at 14 Oct 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: $238 to $340 over the next 12 months.
Lincoln Electric Holdings, Inc. returned +10.2% over the 12 months to 14 Oct 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 (Business Wire, 14 Oct 2026): "Lincoln Electric Increases Annual Dividend by 10% to $3.48 Per Share". Lincoln Electric increased its annual dividend by 10% to $3.48 per share. The company said this marks its 31st consecutive annual dividend increase.
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
