Lear (NYSE:LEA) Stock Price Passes Above 200 Day Moving Average – What’s Next?

11 Apr 2026, 03:18 by Mitch Edgeman · The Markets Daily

Lear Corporation (NYSE:LEA – Get Free Report)’s share price passed above its 200-day moving average during trading on Wednesday . The stock has a 200-day moving average of $115.16 and traded as high as $125.78. Lear shares last traded at $124.7490, with a volume of 454,138 shares traded.

Lear News Roundup

Here are the key news stories impacting Lear this week:

Positive Sentiment: Stronger AI demand and large cloud/AI partnerships are boosting semiconductor and tech-sector sentiment, which can lift suppliers and parts of the auto supply chain tied to vehicle electronics and connectivity. Why Is Broadcom Stock Trading Higher On Friday?
Positive Sentiment: Macro commentary arguing a more durable market (the “death of the bear market”) supports cyclical names — if risk appetite stays elevated this can help auto suppliers like Lear. The Death of the Bear Market
Neutral Sentiment: Local/civic news referencing “Lear” (Lear Theater council vote to solicit buyer proposals) is unrelated to Lear Corporation’s business and unlikely to affect the stock. What’s next for Lear Theater? Council votes to solicit buyer proposals
Neutral Sentiment: Broader tech movers (Alibaba’s pullback) are market-significant but not directly tied to Lear’s fundamentals; could influence risk appetite for cyclical stocks. Alibaba Stock’s 15% Dip Creates Value Opportunity Amid Aggressive AI Push
Neutral Sentiment: Sector- or event-specific moves in adjacent industries (e.g., gaming stocks like DraftKings) are unlikely to directly move LEA, but they can affect intraday market breadth. Why Is DraftKings Stock Sliding Thursday?
Negative Sentiment: Analysis highlighting advanced-packaging constraints and continued reliance on Taiwan for final chip assembly raises supply-chain risk for automotive electronics—potentially higher costs or delays for suppliers like Lear that integrate more electronic modules. AI’s Hidden Choke Point: Why US-Made Chips Still Depend On Taiwan

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the company. TD Cowen increased their price target on Lear from $117.00 to $133.00 and gave the stock a “hold” rating in a report on Thursday, February 5th. Morgan Stanley upped their price objective on Lear from $112.00 to $123.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 5th. Benchmark initiated coverage on Lear in a research report on Thursday, February 19th. They set a “buy” rating and a $170.00 price objective for the company. Royal Bank Of Canada initiated coverage on Lear in a research report on Thursday, March 12th. They set a “sector perform” rating and a $135.00 price objective for the company. Finally, Wells Fargo & Company reduced their price objective on Lear from $131.00 to $126.00 and set an “equal weight” rating for the company in a research report on Tuesday, March 31st. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $137.58.

Get Our Latest Report on LEA

Lear Stock Down 0.4%

The company has a debt-to-equity ratio of 0.52, a current ratio of 1.35 and a quick ratio of 1.05. The company has a market capitalization of $6.31 billion, a price-to-earnings ratio of 15.30, a PEG ratio of 0.90 and a beta of 1.24. The firm has a 50-day moving average price of $125.47 and a two-hundred day moving average price of $115.38.

Lear (NYSE:LEA – Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The auto parts company reported $3.41 earnings per share for the quarter, topping the consensus estimate of $2.67 by $0.74. The company had revenue of $5.99 billion during the quarter, compared to analysts’ expectations of $5.78 billion. Lear had a return on equity of 13.40% and a net margin of 1.88%.Lear’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.94 earnings per share. As a group, sell-side analysts anticipate that Lear Corporation will post 12.89 earnings per share for the current fiscal year.

Lear Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Thursday, March 5th were given a dividend of $0.77 per share. The ex-dividend date of this dividend was Thursday, March 5th. This represents a $3.08 annualized dividend and a yield of 2.5%. Lear’s dividend payout ratio is 37.79%.

Insider Buying and Selling

In related news, CFO Jason M. Cardew sold 10,000 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was 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 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Alicia J. Davis sold 6,630 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $132.98, for a total value of $881,657.40. Following the transaction, the senior vice president directly owned 9,972 shares of the company’s stock, valued at $1,326,076.56. This trade represents a 39.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 25,264 shares of company stock valued at $3,400,687. 0.91% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Altshuler Shaham Ltd acquired a new position in Lear during the fourth quarter valued at approximately $25,000. Los Angeles Capital Management LLC acquired a new position in Lear during the fourth quarter valued at approximately $30,000. Global Retirement Partners LLC boosted its position 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 during the last quarter. WealthCollab LLC acquired a new position in Lear during the second quarter valued at approximately $28,000. Finally, Allworth Financial LP boosted 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 valued at $31,000 after purchasing an additional 119 shares during the last quarter. 97.04% of the stock is owned by institutional investors and hedge funds.

Lear Company Profile

(Get 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.