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Lear Corp

NEW
NYSE:LEA (USA)  
$ 130.82 +2.98 (+2.33%) 12:08 AM EST
12.19
P/B:
1.25
Market Cap:
$ 6.45B
Enterprise V:
$ 8.34B
Volume:
474.28K
Avg Vol (2M):
631.37K
Trade In:
Volume:
474.28K
Avg Vol (2M):
631.37K

LEA Number of Guru Trades

To

LEA Volume of Guru Trades

To

Gurus Latest Trades with NYSE:LEA

No Available Data

NYSE:LEA is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
Richard Pzena
2026-06-30
6,638,413
9.970
2.61%
Reduce -1.78%
HOTCHKIS & WILEY
2026-06-30
246,559
0.500
0.10%
Reduce -14.96%
Joel Greenblatt
2026-06-30
243,420
0.490
0.08%
Reduce -8.66%
Jefferies Group
2026-06-30
4,638
0.010
0%
New holding
Total 4

Lear Corp Insider Transactions

No Available Data

Guru Commentaries on NYSE:LEA

2025 Q1
Overstone Global Equity Fund March 2025
What the manager wrote

Lear, the US based auto seats manufacturer, was the most recent addition to the portfolio. We have followed the company for the last couple of years. We made the decision to invest as the valuation had fallen to a multi-decade low on all three metrics of price to sales (0.2x), earnings (7x) and book (1x). Lear’s performance has been largely driven by weaker global automotive production. This has seen the average age of a US car reach 14 years, up from 12 years prior to the pandemic. Assuming a recovery in global auto sales, we anticipate further advancements in AI to benefit our investment processes.

2025 Q1
What the manager wrote

Lear manufactures automotive seats. While most imports for this business are USMCA-qualified and therefore tariff-exempt, they are heavily exposed to U.S. car manufacturers which could see demand drop amidst increasing prices for new vehicles. This could impact near-term profits for this business but is unlikely to change its long-term earnings power. While this company is the most impacted of any stock in our portfolio, it is also amongst the cheapest at only 7x forward earnings and makes up just 0.9% of our portfolio.

News about NYSE:LEA

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