Lear Corporation (NYSE:LEA) Receives $138.27 Average Price Target from Analysts

Lear Corporation (NYSE:LEA) has earned an average rating of “Hold” from the thirteen analysts that are covering the stock, MarketBeat reports. Nine investment analysts have rated the stock with a hold rating, three have assigned a buy rating and one has given a strong buy rating to the company. The average twelve-month price target among brokerages that have issued ratings on the stock in the last year is $138.2727.

A number of research firms have recently weighed in on LEA. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Lear in a research report on Thursday, January 22nd. Wells Fargo & Company boosted their target price on Lear from $123.00 to $131.00 and gave the stock an “equal weight” rating in a research note on Thursday, February 5th. Argus upgraded Lear to a “strong-buy” rating in a report on Monday, February 9th. Bank of America began coverage on Lear in a research report on Wednesday, March 4th. They issued a “neutral” rating on the stock. Finally, Morgan Stanley lifted their price objective on Lear from $112.00 to $123.00 and gave the company an “equal weight” rating in a research note on Thursday, February 5th.

Insider Activity

In related news, CFO Jason M. Cardew sold 10,000 shares of the business’s stock in a transaction on 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 completion of the transaction, the chief financial officer owned 22,741 shares in the company, valued at approximately $3,058,891.91. The trade was a 30.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, VP Marianne Vidershain sold 1,590 shares of the stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $135.00, for a total value of $214,650.00. Following the completion of the transaction, the vice president directly owned 1,862 shares in the company, valued at $251,370. This trade represents a 46.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 30,220 shares of company stock valued at $3,986,427 over the last quarter. Company insiders own 0.91% of the company’s stock.

Institutional Trading of Lear

A number of institutional investors have recently bought and sold shares of LEA. UMB Bank n.a. increased its holdings in shares of Lear by 15.0% in the 4th quarter. UMB Bank n.a. now owns 676 shares of the auto parts company’s stock valued at $77,000 after acquiring an additional 88 shares during the last quarter. Inspire Advisors LLC boosted its holdings in Lear by 4.5% in the fourth quarter. Inspire Advisors LLC now owns 2,147 shares of the auto parts company’s stock valued at $246,000 after purchasing an additional 92 shares in the last quarter. Pallas Capital Advisors LLC boosted its holdings in Lear by 4.3% in the fourth quarter. Pallas Capital Advisors LLC now owns 2,389 shares of the auto parts company’s stock valued at $274,000 after purchasing an additional 99 shares in the last quarter. Allworth Financial LP increased its stake in Lear by 32.0% in the fourth quarter. Allworth Financial LP now owns 408 shares of the auto parts company’s stock valued at $47,000 after purchasing an additional 99 shares during the last quarter. Finally, Farther Finance Advisors LLC raised its holdings in Lear by 34.0% during the third quarter. Farther Finance Advisors LLC now owns 422 shares of the auto parts company’s stock worth $42,000 after purchasing an additional 107 shares in the last quarter. 97.04% of the stock is owned by hedge funds and other institutional investors.

Lear News Summary

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Deepening chip partnerships (MediaTek learning from Nvidia) could accelerate automotive AI/ADAS compute demand and broader vehicle electrification — a longer-term tailwind for Lear’s electrical distribution and seating electronics businesses. Rick Tsai Shares Advice; MediaTek Learning From Nvidia
• Neutral Sentiment: Bill Ackman’s Pershing Square NYSE listing is a major capital-markets event that could shift institutional cash flows and market sentiment but has no direct link to Lear. Watch for any market-wide volatility. Pershing Square Goes Public: Bill Ackman’s NYSE Listing Explained
• Neutral Sentiment: Docebo’s conference note (AI platform focus and $60M buyback) highlights ongoing tech-sector buybacks and AI optimism — an industry signal but not company-specific to Lear. Such cross-sector sentiment can indirectly influence cyclical stocks. Docebo Conference: CFO Touts AI Learning Platform
• Neutral Sentiment: Media and investor commentary (Kevin O’Leary on execution vs. work location) touches on talent and execution themes that could influence corporate hiring/operations broadly, but it’s only an indirect factor for auto suppliers like Lear. Shark Tank’s Kevin O’Leary on Execution and Work
• Neutral Sentiment: Lear Capital being named “Best Overall Gold IRA Company” is unrelated to Lear Corporation (LEA) but could cause ticker confusion among retail investors; it’s not operational news for LEA. Lear Capital Named Best Overall Gold IRA Company
• Neutral Sentiment: Several small-cap education/tech corporate filings and director share-move notices (OpenLearning, 3P Learning, etc.) are sector-specific micro news with no clear impact on Lear. OpenLearning Director Adam Brimo Lifts Indirect Shareholding
• Negative Sentiment: US Treasury warning about rising crypto ATM scams is a risk-off headline for some market segments; if it fuels broader risk aversion it could pressure cyclical names, including auto suppliers like Lear in the short term. Treasury Department Flags Cryptocurrency ATMs as Rising Scam Vector

Lear Trading Down 0.8%

Shares of LEA stock opened at $119.30 on Friday. Lear has a fifty-two week low of $73.85 and a fifty-two week high of $142.84. The company has a 50 day moving average price of $126.48 and a 200 day moving average price of $113.78. The stock has a market capitalization of $6.05 billion, a P/E ratio of 14.64, a price-to-earnings-growth ratio of 0.87 and a beta of 1.26. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.05 and a current ratio of 1.35.

Lear (NYSE:LEA) last released its earnings results on Wednesday, February 4th. The auto parts company reported $3.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.67 by $0.74. Lear had a net margin of 1.88% and a return on equity of 13.40%. The company had revenue of $5.99 billion for the quarter, compared to analyst estimates of $5.78 billion. During the same period in the prior year, the business earned $2.94 EPS. The firm’s quarterly revenue was up 4.8% on a year-over-year basis. Equities research analysts predict that Lear will post 12.89 EPS for the current fiscal year.

Lear Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Thursday, March 5th will be given a $0.77 dividend. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $3.08 dividend on an annualized basis and a dividend yield of 2.6%. Lear’s dividend payout ratio is currently 37.79%.

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.