Lear Corporation (NYSE: LEA) reported third-quarter 2026 net sales of $5.773 billion, up 2% from $5.680 billion a year earlier. Net income attributable to Lear rose 26% to $136.6 million, while diluted earnings per share increased 36% to $2.74.
The automotive supplier reported $329.3 million in operating cash flow and repurchased $175 million of common stock during the quarter. Lear maintained its full-year core operating earnings outlook and set full-year net sales guidance at $23.35 billion to $23.75 billion.
- Third-quarter diluted EPS was $2.74, compared with $2.02 a year earlier.
- Core operating earnings were $255.7 million, compared with $241.1 million in the prior-year quarter.
- Cash and cash equivalents totaled $889.4 million at quarter-end.
- Lear repurchased 1,375,917 shares for $175 million and paid $38 million in dividends.
- Full-year 2026 operating cash flow guidance is $1.225 billion to $1.325 billion.
$LEA Insider Trading Activity
$LEA insiders have traded $LEA stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $LEA stock by insiders over the last 6 months:
- RAYMOND E SCOTT (President and CEO) has made 0 purchases and 4 sales selling 50,000 shares for an estimated $6,768,451.
- JASON M CARDEW (SVP and CFO) has made 0 purchases and 4 sales selling 9,500 shares for an estimated $1,372,630.
- FRANK C ORSINI (EVP and President, Seating) sold 5,000 shares for an estimated $742,500
- NICHOLAS JON ROELLI (SVP and President, E-Systems) sold 2,336 shares for an estimated $330,252
- CONRAD L JR MALLETT has made 0 purchases and 2 sales selling 1,836 shares for an estimated $226,596.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LEA Hedge Fund Activity
We have seen 268 institutional investors add shares of $LEA stock to their portfolio, and 212 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 685,208 shares (+inf%) to their portfolio in Q2 2026, for an estimated $91,858,984
- GREENHAVEN ASSOCIATES INC removed 621,406 shares (-42.7%) from their portfolio in Q3 2026, for an estimated $73,344,550
- FULLER & THALER ASSET MANAGEMENT, INC. added 597,380 shares (+inf%) to their portfolio in Q2 2026, for an estimated $80,084,762
- FMR LLC removed 553,051 shares (-31.6%) from their portfolio in Q2 2026, for an estimated $74,142,017
- SCHRODER INVESTMENT MANAGEMENT GROUP removed 477,657 shares (-27.8%) from their portfolio in Q2 2026, for an estimated $64,034,697
- WOODLINE PARTNERS LP removed 468,645 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $62,826,548
- BALYASNY ASSET MANAGEMENT L.P. added 431,368 shares (+1432.7%) to their portfolio in Q2 2026, for an estimated $57,829,194
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
