Leggett & Platt Incorporated (LEG) stock falls on Q4 2025 Earnings

Leggett & Platt Incorporated (LEG) reported fourth-quarter 2025 results with revenue of $938.6 million, net income of $25.1 million, and diluted earnings per share of $0.18.

Revenue: $938.6 million (down 11.15% year-over-year)

Gross profit: $167.8 million (down 4.44% year-over-year)

Operating profit: $42.2 million (down 3.43% year-over-year)

Net income attributable to common shareholders: $25.1 million (up 76.76% year-over-year)

Diluted earnings per share: $0.18 (up 80.0% year-over-year)

Both revenue and earnings per share came in below consensus, versus estimates of $962.9 million in revenue and an EPS estimate of $0.23.

Cash from operating activities: $121.5 million (down 0.65% year-over-year)

Capital expenditures (purchases of property, plant and equipment): $19.6 million (down 10.09% year-over-year)

Cash and cash equivalents: $587.4 million (up 67.73% year-over-year)

Total liabilities: $2.378 billion (down 19.97% year-over-year)

Cost of goods sold totaled $770.8 million (down 12.49% year-over-year), a larger percentage decline than revenue, which helped limit the fall in gross profit and contributed to the substantial jump in net income and EPS despite weaker top-line performance.

Shares moved about 1.77% since market close following the release.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Leggett & Platt Incorporated Hedge Fund Activity

We have seen 159 institutional investors add shares of Leggett & Platt Incorporated stock to their portfolio, and 176 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MILLENNIUM MANAGEMENT LLC removed 1,802,966 shares (-94.5%) from their portfolio in Q3 2025, for an estimated $16,010,338
MACQUARIE GROUP LTD removed 1,440,080 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $12,787,910
NORGES BANK removed 1,200,200 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $13,202,200
PACER ADVISORS, INC. removed 1,149,737 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $12,647,107
M&T BANK CORP added 1,118,707 shares (+8333.0%) to their portfolio in Q4 2025, for an estimated $12,305,777
MARSHALL WACE, LLP removed 1,043,896 shares (-30.9%) from their portfolio in Q3 2025, for an estimated $9,269,796
CUBIST SYSTEMATIC STRATEGIES, LLC removed 958,686 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $8,513,131

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Leggett & Platt Incorporated Government Contracts

We have seen $12,702 of award payments to $LEG over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

BOX SPRING MATERIAL FOR UNICOR MCKEAN.: $12,702

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Leggett & Platt Incorporated Price Targets

Multiple analysts have issued price targets for $LEG recently. We have seen 2 analysts offer price targets for $LEG in the last 6 months, with a median target of $12.0.

Here are some recent targets:

Peter Keith from Piper Sandler set a target price of $12.0 on 12/11/2025
Keith Hughes from Truist Securities set a target price of $12.0 on 10/29/2025