Wells Fargo & Company Has Lowered Expectations for Lear (NYSE:LEA) Stock Price

Lear (NYSE:LEA) had its price target lowered by stock analysts at Wells Fargo & Company from $131.00 to $126.00 in a note issued to investors on Tuesday,Benzinga reports. The firm currently has an “equal weight” rating on the auto parts company’s stock. Wells Fargo & Company‘s target price would suggest a potential upside of 6.28% from the company’s current price.

Several other analysts have also recently commented on LEA. Weiss Ratings restated a “hold (c)” rating on shares of Lear in a research note on Thursday, January 22nd. Benchmark began coverage on shares of Lear in a report on Thursday, February 19th. They set a “buy” rating and a $170.00 target price for the company. Morgan Stanley boosted their target price on shares of Lear from $112.00 to $123.00 and gave the company an “equal weight” rating in a research report on Thursday, February 5th. Barclays set a $140.00 price target on Lear in a research report on Thursday, February 5th. Finally, Citigroup boosted their price objective on Lear from $146.00 to $177.00 and gave the company a “buy” rating in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $137.58.

Lear Stock Performance

LEA stock traded up $2.11 during midday trading on Tuesday, reaching $118.56. The stock had a trading volume of 23,667 shares, compared to its average volume of 575,348. The firm has a fifty day simple moving average of $125.28 and a two-hundred day simple moving average of $114.52. Lear has a 52-week low of $73.85 and a 52-week high of $142.84. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.05 and a current ratio of 1.35. The stock has a market cap of $6.01 billion, a PE ratio of 14.58, a P/E/G ratio of 0.85 and a beta of 1.26.

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

Insider Activity

In other news, CFO Jason M. Cardew sold 10,000 shares of the stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $134.51, for a total transaction of $1,345,100.00. Following the sale, the chief financial officer directly owned 22,741 shares of the company’s stock, valued at $3,058,891.91. This represents a 30.54% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Harry Albert Kemp sold 7,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $136.31, for a total value of $954,170.00. Following the sale, the senior vice president owned 17,423 shares in the company, valued at $2,374,929.13. This trade represents a 28.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 25,264 shares of company stock worth $3,400,687 in the last ninety days. Corporate insiders own 0.91% of the company’s stock.

Hedge Funds Weigh In On Lear

Large investors have recently bought and sold shares of the business. Altshuler Shaham Ltd acquired a new stake in Lear in the fourth quarter valued at approximately $25,000. WealthCollab LLC purchased a new position in shares of Lear during the 2nd quarter valued at approximately $28,000. Los Angeles Capital Management LLC purchased a new stake in Lear in the 4th quarter worth $30,000. Allworth Financial LP raised its position in Lear by 62.6% during the third quarter. Allworth Financial LP now owns 309 shares of the auto parts company’s stock worth $31,000 after acquiring an additional 119 shares during the period. Finally, Global Retirement Partners LLC lifted its holdings in Lear by 942.3% during the fourth quarter. Global Retirement Partners LLC now owns 271 shares of the auto parts company’s stock valued at $31,000 after purchasing an additional 245 shares in the last quarter. Institutional investors and hedge funds own 97.04% of the company’s stock.

Key Stories Impacting Lear

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Zacks highlights Lear as a “strong value stock,” pointing to its below‑market valuation (single‑digit to mid‑teens P/E relative to peers), recent earnings beats and analyst EPS expectations that leave upside if guidance or results continue to outpace consensus. This supports a constructive long‑term view for value investors. Here’s Why Lear (LEA) is a Strong Value Stock
• Neutral Sentiment: Broad market commentary from Kevin O’Leary urges calm amid geopolitical-driven volatility (Iran war headlines). His message can reduce knee‑jerk selling but also keeps investor attention on macro risk that tends to weigh cyclicals such as auto parts suppliers until volatility eases. Kevin O’Leary Calls For Calm As Iran War Sends Global Markets Into Panic
• Negative Sentiment: An American Banking News roundup notes brokerages’ average rating on LEA is “Hold.” A consensus neutral/hold stance can cap buying momentum and contribute to near‑term underperformance versus higher‑conviction names. That may help explain pressure on the stock despite value arguments. Lear Corporation (NYSE:LEA) Given Average Rating of “Hold” by Brokerages

About Lear

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.