Vanguard Group Inc. Sells 276,638 Shares of Lear Corporation $LEA

Key Points

• Vanguard trimmed its position in Lear by 4.2%, selling 276,638 shares and leaving it with 6,384,043 shares (about 12.31% of the company) valued at roughly $731.6 million.
• Q1 results beat: Lear reported EPS of $3.87 vs. $3.51 consensus and revenue of $5.82B (up 4.7% YoY but slightly shy of estimates), with management citing strong Seating and E‑Systems and reaffirming its FY2026 outlook.
• Analyst sentiment is mixed: the MarketBeat consensus is a "Hold" with an average target of $134.92, though individual targets and ratings range from strong-buy to neutral.

Vanguard Group Inc. lessened its stake in Lear Corporation (NYSE:LEA - Free Report) by 4.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,384,043 shares of the auto parts company's stock after selling 276,638 shares during the period. Vanguard Group Inc. owned 12.31% of Lear worth $731,611,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Jones Financial Companies Lllp raised its position in shares of Lear by 5,205.1% during the 1st quarter. Jones Financial Companies Lllp now owns 7,268 shares of the auto parts company's stock valued at $604,000 after acquiring an additional 7,131 shares during the last quarter. United Services Automobile Association bought a new stake in shares of Lear during the 1st quarter valued at $267,000. Empowered Funds LLC bought a new stake in shares of Lear during the 1st quarter valued at $256,000. EverSource Wealth Advisors LLC raised its position in shares of Lear by 37.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 968 shares of the auto parts company's stock valued at $92,000 after acquiring an additional 262 shares during the last quarter. Finally, Cerity Partners LLC raised its position in shares of Lear by 9.5% during the 2nd quarter. Cerity Partners LLC now owns 4,296 shares of the auto parts company's stock valued at $408,000 after acquiring an additional 372 shares during the last quarter. Institutional investors own 97.04% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. UBS Group dropped their target price on shares of Lear from $145.00 to $135.00 and set a "neutral" rating for the company in a research report on Tuesday, April 14th. Royal Bank Of Canada assumed coverage on shares of Lear in a research report on Thursday, March 12th. They set a "sector perform" rating and a $135.00 target price for the company. Wall Street Zen upgraded shares of Lear from a "buy" rating to a "strong-buy" rating in a research report on Friday, January 23rd. Citigroup upped their target price on shares of Lear from $146.00 to $177.00 and gave the company a "buy" rating in a research report on Thursday, February 5th. Finally, Bank of America assumed coverage on shares of Lear in a research report on Wednesday, March 4th. They set a "neutral" rating for the company. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Hold" and an average target price of $134.92.

Lear Price Performance

Shares of LEA stock opened at $132.24 on Monday. Lear Corporation has a 12-month low of $82.88 and a 12-month high of $142.84. The firm has a market capitalization of $6.70 billion, a price-to-earnings ratio of 13.22, a price-to-earnings-growth ratio of 0.84 and a beta of 1.21. The company has a quick ratio of 1.05, a current ratio of 1.33 and a debt-to-equity ratio of 0.51. The firm has a fifty day moving average of $122.88 and a 200-day moving average of $118.00.

Lear (NYSE:LEA - Get Free Report) last announced its quarterly earnings results on Friday, May 1st. The auto parts company reported $3.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.51 by $0.36. Lear had a net margin of 2.25% and a return on equity of 13.69%. The company had revenue of $5.82 billion during the quarter, compared to analyst estimates of $5.84 billion. During the same quarter in the previous year, the business earned $3.12 EPS. The firm's revenue was up 4.7% on a year-over-year basis. On average, equities research analysts forecast that Lear Corporation will post 14.19 earnings per share for the current year.

Lear Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Thursday, March 5th were paid a $0.77 dividend. The ex-dividend date of this dividend was Thursday, March 5th. This represents a $3.08 dividend on an annualized basis and a yield of 2.3%. Lear's dividend payout ratio is presently 30.80%.

Insider Activity at Lear

In related news, CFO Jason M. Cardew sold 10,000 shares of the company's stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $134.51, for a total value of $1,345,100.00. Following the completion of the transaction, the chief financial officer directly owned 22,741 shares of the company's stock, valued at approximately $3,058,891.91. This represents a 30.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Harry Albert Kemp sold 7,000 shares of the company's stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $136.31, for a total transaction of $954,170.00. Following the completion of the transaction, the senior vice president directly owned 17,423 shares of the company's stock, valued at approximately $2,374,929.13. The trade was a 28.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 25,264 shares of company stock valued at $3,400,687 in the last quarter. 1.02% of the stock is currently owned by company insiders.

Lear News Roundup

Here are the key news stories impacting Lear this week:

• Positive Sentiment: Q1 EPS beat and profit jump — Lear reported adjusted EPS of $3.87, topping consensus and marking its highest adjusted EPS since 2019 (and highest GAAP EPS since 2021); management cited strong demand in Seating and E‑Systems driving a roughly 24% profit increase. Lear Corp Crushes Earnings: Seating, E-Systems Drive 24% Profit Jump
• Positive Sentiment: Company press release and outlook — Lear’s PR stated Q1 results were the highest EPS levels in years and the company reaffirmed its FY2026 financial outlook, which supports upside sentiment. Lear Reports First Quarter 2026 Results; The Highest EPS Since 2021 And The Highest Adjusted EPS Since 2019
• Positive Sentiment: Analyst and media confirmation — Multiple outlets (Zacks, MarketBeat) highlight the EPS beat and rising profits; at least one analyst set a $134.92 price target ahead of the print, adding support to the rally. Lear (LEA) Q1 Earnings Surpass Estimates
• Neutral Sentiment: Revenue roughly flat to estimates — Revenue rose 4.7% year-over-year to $5.82B but narrowly missed the consensus (~$5.84B), so top-line momentum is positive but not materially stronger than expected. Lear earnings release / transcript
• Negative Sentiment: Margins and net income context — Despite higher EPS, Lear’s reported net margin was modest (~1.9%), indicating profits are sensitive to mix, costs and lower industry vehicle output; this could cap enthusiasm if auto production weakens. Lear 1Q Profit, Revenue Rise Despite Lower Auto Output

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.

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