Lincoln Electric Holdings, Inc. (LECO): A Bull Case Theory
We came across a bullish thesis on Lincoln Electric Holdings, Inc. on r/ValueInvesting by u/cyclist63c. In this article, we will summarize the bulls’ thesis on LECO.
Lincoln Electric Holdings Inc (LECO)
Market is closed
Sector: Metalworkg Machinery & Equipment
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Skylands Capital Charles Paquelet | 15,080 | $3,613,771 | -1% | 0.49% |
| 2. | Impax Asset Management Ian Simm | 5,372 | $1,287,346 | 0.01% | |
| 3. | Bayforest Capital Theodoros Tsagaris | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $60.00 | 5,000 | $299,975.00 | 5,582 | 2013-08-01 | Filing | |
| $28.50 | 1,600 | $45,600.00 | 147,097 | 2011-08-09 | Filing | |
| $28.00 | 1,500 | $42,000.00 | 145,497 | 2011-08-09 | Filing | |
| $27.53 | 100 | $2,752.50 | 143,997 | 2011-08-09 | Filing | |
| $27.54 | 300 | $8,262.00 | 143,897 | 2011-08-09 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $233.23 | 1,000 | $233,228.90 | 9,177 | 2025-09-16 | Filing | |
| $244.36 | 1,200 | $293,236.20 | 55,866 | 2025-09-11 | Filing | |
| $243.49 | 6,927 | $1,686,637.91 | 57,066 | 2025-09-11 | Filing | |
| $242.87 | 4,260 | $1,034,639.41 | 63,993 | 2025-09-11 | Filing | |
| $242.18 | 3,000 | $726,548.10 | 19,173 | 2025-08-12 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,315,691 | $1,273,852,192 | 0.02% | |
| 2. | 668,457 | $160,189,035 | 36.26% | |
| 3. | 586,109 | $140,455,160 | 0.5% | |
| 4. | 465,054 | $111,445,541 | 1.09% | |
| 5. | 303,755 | $72,791,911 | 0.55% |
News See All
Lincoln Electric (LECO) Price Targets Lowered at Morgan Stanley and Stifel Ahead of 2026 Reset
On January 12, Morgan Stanley analyst Angel Castillo trimmed the firm’s price target on Lincoln Electric Holdings, Inc.
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Dividend stocks have always been popular with investors. Most people start with large-cap dividend names, but mid-cap dividend stocks have been getting a lot of attention as well.
Roth Capital Raises Price Target on Lincoln Electric (LECO) to $285, Maintains Buy Rating
On October 31, Roth Capital raised its price target for Lincoln Electric Holdings, Inc. (NASDAQ:LECO) from $279 to $285 while maintaining a Buy rating, as reported by The Fly.
15 Overlooked Dividend Stocks to Buy Right Now
A report by Thornburg Investment Management noted that, unlike bond interest payments that stay fixed for the bond’s duration, cash dividends paid to equity shareholders can grow over time.
Lincoln Electric Holdings, Inc. (NASDAQ:LECO) Q3 2025 Earnings Call Transcript
Lincoln Electric Holdings, Inc. (NASDAQ:LECO) Q3 2025 Earnings Call Transcript October 30, 2025Lincoln Electric Holdings, Inc. beats earnings expectations.
Lincoln Electric Holdings, Inc. (NASDAQ:LECO) Q2 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Lincoln Electric 2025 Second Quarter Financial Results Conference Call. [Operator Instructions] And this call is being recorded.
KeyBanc Raises Lincoln Electric (LECO) Price Target, Maintains Overweight Rating
Lincoln Electric Holdings (NASDAQ: LECO) is one of the Best Industrial Automation Stocks to Buy for the Next Decade.
Jim Cramer Says to "Wait For a Pullback" on Lincoln Electric
“Alright now, Lincoln Electric’s never going to be cheap because it’s a classic industrial, and people like the industrials. I think you gotta wait for a pullback because it’s up on a spike.
Jim Cramer's Latest Thoughts on These 17 Stocks
“There is never a good time to buy the great ones. When they're going up, you're chasing. When they're going down, you're buying into a value trap or you're trying to catch a falling knife.
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