LEA
LEAR CORP
$144.87
+2.38%
$7.1B
No data for this timeframe.
Vol
Market Cap$7.1B
Cap SizeMid Cap
Analyst ConsensusBuy (50%)
Inst. Holders7 funds
Inst. Value$1.3B
Inst. Activity1 buys / 2 sells
Insider Activity0B / 11S
Insider Net $-$7.1M
SEC Reports2
Recent Activity
Jun 3, 2026
SEC
Two senior LEA insiders — the CFO and the President of Seating — sold a combined $1.1M in open-market sales over two day
CLUSTER — Impact 2/10
Jun 2, 2026
Insider
Orsini Frank C sold 5,000 shares
EVP and President, Seating @ $148.50 ($742.5K)
Jun 2, 2026
Insider
Cardew Jason M sold 2,500 shares
SVP and CFO @ $145.00 ($362.5K)
Jun 1, 2026
Insider
Cardew Jason M sold 2,500 shares
SVP and CFO @ $141.14 ($352.8K)
Feb 27, 2026
SEC
Two corporate insiders at Lear Corp (LEA) sold shares in the past week, totaling $1.18 million in open-market transactio
CLUSTER — Impact 4/10
Inst.
NORGES BANK — NEW
715,670 shares ($82.0M)
Inst.
WELLS FARGO & COMPANY/MN — NEAR_EXIT
3,342 shares ($382.9K)
May 18, 2026
dark_pool
Dark Pool: LEA — 0.9M shares, 22,943 trades
Week starting 2026-05-18. Total ATS volume: 948,566 shares across 22,943 trades.
Price Targets
$147.93
+4.1% upside
Hold
Current $142.16
Low $130.00
Median $145.00
High $179.00
14 analysts
$130.00
$179.00
Analyst Ratings
3Strong Buy
8Buy
11Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 26, 2026 | TD Cowen | UPGRADE | Hold → Buy |
| May 14, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 5, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| May 5, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| May 4, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.87 ▲ +1.2% | $3.69 — $4.15 | 11% YoY | 14 |
| Next Q | $3.43 ▲ +1.0% | $3.15 — $4.06 | 23% YoY | 14 |
| Current FY | $14.81 ▲ +2.6% | $14.30 — $15.60 | 16% YoY | 15 |
| Next FY | $17.33 ▲ +2.7% | $16.29 — $18.70 | 17% YoY | 14 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Two senior LEA insiders — the CFO and the President of Seating — sold a combined $1.1M in open-market sales over two day
Jun 3, 2026
NEUTRAL
CLUSTER
4/10
Two corporate insiders at Lear Corp (LEA) sold shares in the past week, totaling $1.18 million in open-market transactio
Feb 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $731.6M | — |
| FMR LLC | $242.2M | — |
| MORGAN STANLEY | $91.4M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $82.3M | ADD |
| NORGES BANK | $82.0M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 2, 2026 | Orsini Frank | SELL | $742.5K |
| Jun 2, 2026 | Cardew Jason | SELL | $362.5K |
| Jun 1, 2026 | Cardew Jason | SELL | $352.8K |
| May 22, 2026 | Roelli Nicholas | SELL | $330.3K |
| May 14, 2026 | LIGOCKI KATHLEEN | A | $0.00 |
7 institutional holders with $1.3B total value (10,970,612 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,384,043 | $731.6M | 58.2% | — |
| 2 | FMR LLC | 2,113,032 | $242.2M | 19.3% | — |
| 3 | MORGAN STANLEY | 797,946 | $91.4M | 7.3% | — |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 718,117 | $82.3M | 6.5% | ADD +35.6% |
| 5 | NORGES BANK | 715,670 | $82.0M | 6.5% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 238,462 | $27.3M | 2.2% | — |
| 7 | WELLS FARGO & COMPANY/MN | 3,342 | $382.9K | 0.0% | NEAR_EXIT -75.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 715,670 | — | $82.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 13,414 | 3,342 | -75.1% | $382.9K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 253,332 | 0 | -100.0% | $0.00 | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 536,982 | 728,116 | +35.6% | $73.3M | 2025-Q3 |
| UBS Group AG | TRIM | 430,699 | 277,630 | -35.5% | $27.9M | 2025-Q3 |
| NORGES BANK | EXIT | 510,296 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 510,296 | — | $48.5M | 2025-Q2 |
| UBS Group AG | ADD | 234,830 | 430,699 | +83.4% | $40.9M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 216,800 | — | $20.6M | 2025-Q2 |
| UBS Group AG | ADD | 162,750 | 234,830 | +44.3% | $20.7M | 2025-Q1 |
| NORGES BANK | EXIT | 336,655 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 234,821 | 173,068 | -26.3% | $16.4M | 2024-Q4 |
| UBS Group AG | DOUBLED | 76,721 | 162,750 | +112.1% | $15.4M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 46,513 | 14,867 | -68.0% | $1.4M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 139,600 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 467,863 | — | $51.1M | 2024-Q3 |
17 unique insiders with 11 transactions. Net insider value: -$7.1M ($0.00 bought, $7.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | Orsini Frank C | EVP and President, Seating | SELL | 5,000 | $148.50 | $742.5K |
| Jun 2, 2026 | Cardew Jason M | SVP and CFO | SELL | 2,500 | $145.00 | $362.5K |
| Jun 1, 2026 | Cardew Jason M | SVP and CFO | SELL | 2,500 | $141.14 | $352.8K |
| May 22, 2026 | Roelli Nicholas Jon | SVP and President, E-Systems | SELL | 2,336 | $141.38 | $330.3K |
| May 14, 2026 | LIGOCKI KATHLEEN | Director | A | 1,330 | $0.00 | $0.00 |
| May 14, 2026 | Lache Rod | Director | A | 1,330 | $0.00 | $0.00 |
| May 14, 2026 | FOSTER JONATHAN F | Director | M | 1,859 | $0.00 | $0.00 |
| May 14, 2026 | FOSTER JONATHAN F | Director | M | 1,859 | $0.00 | $0.00 |
| May 14, 2026 | FOSTER JONATHAN F | Director | A | 1,330 | $0.00 | $0.00 |
| May 14, 2026 | LEWIS PATRICIA L | Director | M | 1,859 | $0.00 | $0.00 |
| May 14, 2026 | LEWIS PATRICIA L | Director | M | 1,859 | $0.00 | $0.00 |
| May 14, 2026 | LEWIS PATRICIA L | Director | A | 1,330 | $0.00 | $0.00 |
| May 14, 2026 | Jepsen Mary Lou | Director | M | 1,859 | $0.00 | $0.00 |
| May 14, 2026 | Jepsen Mary Lou | Director | M | 1,859 | $0.00 | $0.00 |
| May 14, 2026 | Jepsen Mary Lou | Director | A | 1,330 | $0.00 | $0.00 |
| May 14, 2026 | SMITH GREG C | Director | M | 3,134 | $0.00 | $0.00 |
| May 14, 2026 | SMITH GREG C | Director | M | 3,134 | $0.00 | $0.00 |
| May 14, 2026 | SMITH GREG C | Director | A | 2,194 | $0.00 | $0.00 |
| May 14, 2026 | KRONE ROGER A | Director | M | 1,859 | $0.00 | $0.00 |
| May 14, 2026 | KRONE ROGER A | Director | M | 1,859 | $0.00 | $0.00 |
| May 14, 2026 | KRONE ROGER A | Director | A | 1,330 | $0.00 | $0.00 |
| May 14, 2026 | MALLETT CONRAD L JR | Director | M | 1,767 | $0.00 | $0.00 |
| May 14, 2026 | MALLETT CONRAD L JR | Director | M | 1,767 | $0.00 | $0.00 |
| May 14, 2026 | MALLETT CONRAD L JR | Director | A | 1,330 | $0.00 | $0.00 |
| May 14, 2026 | Blissett Julian G. | Director | M | 1,859 | $0.00 | $0.00 |
| May 14, 2026 | Blissett Julian G. | Director | F | 637 | $139.01 | $88.5K |
| May 14, 2026 | Blissett Julian G. | Director | M | 1,859 | $0.00 | $0.00 |
| May 14, 2026 | Blissett Julian G. | Director | A | 1,330 | $0.00 | $0.00 |
| May 14, 2026 | Halverson Bradley M | Director | A | 1,330 | $0.00 | $0.00 |
| May 14, 2026 | Halverson Bradley M | Director | M | 1,859 | $0.00 | $0.00 |
| May 14, 2026 | Halverson Bradley M | Director | M | 1,859 | $0.00 | $0.00 |
| Apr 1, 2026 | LIGOCKI KATHLEEN | Director | M | 53 | $0.00 | $0.00 |
| Apr 1, 2026 | LIGOCKI KATHLEEN | Director | M | 53 | $0.00 | $0.00 |
| Mar 13, 2026 | MALLETT CONRAD L JR | Director | SELL | 44 | $116.12 | $5.1K |
| Feb 26, 2026 | Orsini Frank C | EVP and President, Seating | SELL | 7,133 | $135.50 | $966.5K |
| Feb 24, 2026 | VIdershain Marianne | VP, Treas & Head of Inv Relat | SELL | 1,590 | $135.00 | $214.7K |
| Feb 20, 2026 | MALLETT CONRAD L JR | Director | M | 66 | $0.00 | $0.00 |
| Feb 20, 2026 | MALLETT CONRAD L JR | Director | M | 66 | $0.00 | $0.00 |
| Feb 20, 2026 | KRONE ROGER A | Director | M | 264 | $0.00 | $0.00 |
| Feb 20, 2026 | KRONE ROGER A | Director | M | 264 | $0.00 | $0.00 |
| Feb 19, 2026 | Davis Alicia J. | SVP and Chief Strategy Officer | SELL | 6,630 | $132.98 | $881.7K |
| Feb 19, 2026 | Cardew Jason M | SVP and CFO | SELL | 8,400 | $134.37 | $1.1M |
| Feb 19, 2026 | Kemp Harry Albert | SVP & Chief Admin Officer | SELL | 7,000 | $136.31 | $954.2K |
| Feb 19, 2026 | Orsini Frank C | EVP and President, Seating | SELL | 8,354 | $136.14 | $1.1M |
| Feb 12, 2026 | Orsini Frank C | EVP and President, Seating | F | 10,058 | $136.73 | $1.4M |
| Feb 12, 2026 | Orsini Frank C | EVP and President, Seating | A | 23,067 | $0.00 | $0.00 |
| Feb 12, 2026 | Cardew Jason M | SVP and CFO | F | 10,058 | $136.73 | $1.4M |
| Feb 12, 2026 | Cardew Jason M | SVP and CFO | A | 23,067 | $0.00 | $0.00 |
| Feb 12, 2026 | SCOTT RAYMOND E | President and CEO | F | 37,369 | $136.73 | $5.1M |
| Feb 12, 2026 | SCOTT RAYMOND E | President and CEO | A | 85,707 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (50% buy). Based on 22 analysts: 3 strong buy, 8 buy, 11 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$147.93 mean target
+4.1% upside
Hold (2.38)
$130.00 Low
$179.00 High
| Metric | Value |
|---|---|
| Current Price | $142.16 |
| Target Low | $130.00 |
| Target Mean | $147.93 |
| Target Median | $145.00 |
| Target High | $179.00 |
| # Analysts | 14 |
| Recommendation | Hold (2.38) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$3.87 | $3.69 | $4.15 | 11.5% | +1.2% | 6↑ 5↓ | $6.1B | 1.8% | 14 |
| Next Q 2026-09-30 |
$3.43 | $3.15 | $4.06 | 22.9% | +1.0% | 6↑ 5↓ | $5.8B | 1.5% | 14 |
| Current FY 2026-12-31 |
$14.81 | $14.30 | $15.60 | 15.7% | +2.6% | 10↑ 4↓ | $23.7B | 2.0% | 15 |
| Next FY 2027-12-31 |
$17.33 | $16.29 | $18.70 | 17.0% | +2.7% | 9↑ 2↓ | $24.5B | 3.2% | 14 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $3.867 | |
| 7d ago | $3.867 | |
| 30d ago | $3.820 | +0.047 |
| 60d ago | $3.810 | +0.058 |
| 90d ago | $3.790 | +0.078 |
10 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 26, 2026 | TD Cowen | UPGRADE | Hold | Buy |
| May 14, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| May 5, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 4, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 4, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 4, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Apr 15, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Apr 14, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Apr 14, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Mar 31, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 12, 2026 | RBC Capital | INITIATE | — | Sector Perform |
| Feb 19, 2026 | Benchmark | INITIATE | — | Buy |
| Feb 5, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 5, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Feb 5, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 5, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 23, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 14, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Jan 12, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 15, 2025 | Citigroup | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 8 | 11 | 0 | 0 | 50% | |
| May 1, 2026 | 3 | 7 | 12 | 0 | 0 | 45% | |
| Apr 1, 2026 | 3 | 6 | 13 | 0 | 0 | 41% | |
| Mar 1, 2026 | 3 | 6 | 11 | 0 | 0 | 45% | |
| Feb 1, 2026 | 3 | 5 | 11 | 0 | 0 | 42% | |
| Jan 1, 2026 | 3 | 5 | 11 | 0 | 0 | 42% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
dark_pool
Dark Pool: LEA — 0.9M shares, 22,943 trades
Week starting 2026-05-18. Total ATS volume: 948,566 shares across 22,943 trades.
May 11, 2026
dark_pool
Dark Pool: LEA — 0.9M shares, 29,712 trades
Week starting 2026-05-11. Total ATS volume: 914,789 shares across 29,712 trades.
May 4, 2026
dark_pool
Dark Pool: LEA — 1.1M shares, 32,387 trades
Week starting 2026-05-04. Total ATS volume: 1,140,376 shares across 32,387 trades.
May 1, 2026
earnings_calendar
LEA Q1 2026 Earnings Before Market Open — 2026-05-01
May 1, 2026
short_interest
FTD: LEA — 12,184 shares ($1.5M) failed to deliver
Settlement: 20260501, Price: $127.13, FTD Value: $1,548,951.92, LEAR CORPORATION COMMON STOCK
Apr 30, 2026
short_interest
FTD: LEA — 12,388 shares ($1.5M) failed to deliver
Settlement: 20260430, Price: $123.84, FTD Value: $1,534,129.92, LEAR CORPORATION COMMON STOCK
Apr 28, 2026
short_interest
FTD: LEA — 12,359 shares ($1.6M) failed to deliver
Settlement: 20260428, Price: $125.61, FTD Value: $1,552,413.99, LEAR CORPORATION COMMON STOCK
Apr 27, 2026
dark_pool
Dark Pool: LEA — 1.3M shares, 33,004 trades
Week starting 2026-04-27. Total ATS volume: 1,268,536 shares across 33,004 trades.
Apr 20, 2026
dark_pool
Dark Pool: LEA — 0.7M shares, 24,857 trades
Week starting 2026-04-20. Total ATS volume: 722,348 shares across 24,857 trades.
Apr 13, 2026
dark_pool
Dark Pool: LEA — 0.8M shares, 24,787 trades
Week starting 2026-04-13. Total ATS volume: 830,775 shares across 24,787 trades.
Apr 6, 2026
dark_pool
Dark Pool: LEA — 0.7M shares, 23,121 trades
Week starting 2026-04-06. Total ATS volume: 714,071 shares across 23,121 trades.
Mar 30, 2026
dark_pool
Dark Pool: LEA — 0.7M shares, 21,415 trades
Week starting 2026-03-30. Total ATS volume: 659,437 shares across 21,415 trades.
Mar 23, 2026
dark_pool
Dark Pool: LEA — 1.0M shares, 28,179 trades
Week starting 2026-03-23. Total ATS volume: 984,370 shares across 28,179 trades.
Mar 16, 2026
dark_pool
Dark Pool: LEA — 1.4M shares, 35,008 trades
Week starting 2026-03-16. Total ATS volume: 1,393,304 shares across 35,008 trades.
Mar 9, 2026
dark_pool
Dark Pool: LEA — 0.7M shares, 25,158 trades
Week starting 2026-03-09. Total ATS volume: 745,514 shares across 25,158 trades.