Massachusetts Financial Services Co. MA Sells 116,845 Shares of Lear Corporation $LEA

20 Jan 2026, 12:32 by Kim Johansen · The Markets Daily

Massachusetts Financial Services Co. MA trimmed its holdings in shares of Lear Corporation (NYSE:LEA – Free Report) by 5.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,974,530 shares of the auto parts company’s stock after selling 116,845 shares during the period. Massachusetts Financial Services Co. MA’s holdings in Lear were worth $198,657,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of LEA. Jones Financial Companies Lllp boosted its stake in Lear by 5,205.1% during the first quarter. Jones Financial Companies Lllp now owns 7,268 shares of the auto parts company’s stock worth $604,000 after acquiring an additional 7,131 shares in the last quarter. United Services Automobile Association acquired a new position in shares of Lear during the first quarter valued at about $267,000. Empowered Funds LLC bought a new position in shares of Lear during the 1st quarter worth about $256,000. Pallas Capital Advisors LLC acquired a new stake in shares of Lear in the 2nd quarter valued at about $213,000. Finally, Wealth Enhancement Advisory Services LLC increased its position in Lear by 26.1% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 9,142 shares of the auto parts company’s stock valued at $947,000 after buying an additional 1,893 shares in the last quarter. Institutional investors own 97.04% of the company’s stock.

Analyst Ratings Changes

Several research analysts have issued reports on the company. The Goldman Sachs Group reiterated a “neutral” rating and issued a $121.00 price target on shares of Lear in a report on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of Lear in a report on Wednesday, October 8th. Morgan Stanley reissued an “equal weight” rating and issued a $112.00 price target (down previously from $115.00) on shares of Lear in a research report on Monday, December 8th. Wells Fargo & Company boosted their price target on shares of Lear from $107.00 to $123.00 and gave the company an “equal weight” rating in a research note on Monday, January 12th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Lear from $133.00 to $138.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Two research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $126.00.

Get Our Latest Stock Analysis on LEA

Lear Trading Down 3.3%

Shares of Lear stock opened at $121.06 on Tuesday. The stock has a fifty day simple moving average of $113.56 and a 200 day simple moving average of $107.08. Lear Corporation has a 12-month low of $73.85 and a 12-month high of $127.36. The company has a market capitalization of $6.28 billion, a P/E ratio of 14.80, a price-to-earnings-growth ratio of 1.12 and a beta of 1.30. The company has a current ratio of 1.35, a quick ratio of 1.05 and a debt-to-equity ratio of 0.53.

Lear (NYSE:LEA – Get Free Report) last issued its quarterly earnings data on Friday, October 31st. The auto parts company reported $2.79 earnings per share for the quarter, beating the consensus estimate of $2.76 by $0.03. The business had revenue of $5.68 billion for the quarter, compared to analysts’ expectations of $5.63 billion. Lear had a return on equity of 13.44% and a net margin of 1.92%.The business’s revenue was up 1.7% on a year-over-year basis. During the same period last year, the business earned $2.89 EPS. On average, sell-side analysts anticipate that Lear Corporation will post 12.89 earnings per share for the current fiscal year.

Lear Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 30th. Investors of record on Wednesday, December 10th were issued a dividend of $0.77 per share. The ex-dividend date was Wednesday, December 10th. This represents a $3.08 annualized dividend and a yield of 2.5%. Lear’s payout ratio is 37.65%.

More Lear News

Here are the key news stories impacting Lear this week:

Positive Sentiment: Lear’s most recent quarterly results showed an EPS beat and slight revenue growth vs. year-ago — evidence the company is still delivering near-term operating resilience amid cyclical auto demand. (Background quarterly data)
Neutral Sentiment: Market/industry headlines that are unrelated to Lear but can move risk appetite for cyclical auto suppliers — broad macro or sector news can drive intra-day moves in LEA. Examples from the feed: Elon Musk joking about airline deals (irrelevant to auto suppliers but part of broader market chatter). Elon Musk Takes Another Dig At Michael O’Leary
Neutral Sentiment: Macro-policy and sector stories (e.g., cannabis rescheduling commentary) can shift risk-on/risk-off sentiment but are not directly tied to Lear’s fundamentals. Trump’s Cannabis Rescheduling Order
Neutral Sentiment: Tech/AI and investment-education pieces in the feed (Cognizant/AI workforce, options trading lessons, seasonality/timing patterns) are background market content that might influence broad market flows but don’t change Lear’s outlook directly. Examples: Cognizant AI labor article, options training pieces. Learning and work are converging
Neutral Sentiment: Article about Lear Capital (a precious-metals IRA provider) is unrelated to Lear Corporation (LEA) but could cause name confusion for some retail investors; the mention is not material to Lear Corporation’s operations. Lear Capital Reviews Analysis

Insiders Place Their Bets

In other Lear news, CFO Jason M. Cardew sold 5,000 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $118.17, for a total value of $590,850.00. Following the completion of the sale, the chief financial officer directly owned 15,244 shares of the company’s stock, valued at approximately $1,801,383.48. This represents a 24.70% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.91% of the company’s stock.

About Lear

(Free Report)

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.