Morgan Stanley has downgraded Lear Corp (LEA) to Equal-Weight from Overweight, effective December 7, 2025. The current share price stands at $105.94.
This move underscores a shift in sentiment regarding Lear Corp's outlook, possibly due to competitive pressures, market conditions, or execution risks that could impact the company's performance.
Lear Corp, headquartered in Southfield, Michigan, specializes in the design, manufacture, and supply of automotive seats, electrical distribution systems, and electronic modules. The company employs approximately 173,700 full-time employees and operates in the Auto Components industry. Its segments include Seating and E-Systems, providing customizable solutions for both low-voltage and high-voltage vehicle architectures.
As of December 4, 2025, Lear Corp boasts a market capitalization of $5.7 billion, a P/E ratio of 12.82, and an EPS of 8.17. The company also offers a dividend yield of 281.8%. Upcoming earnings are scheduled for July 23, 2026, with an EPS estimate of $3.92 and revenue expectations of $6.2 billion.
Analyst ratings and price targets are informed by extensive research and financial modeling. While they can offer valuable insights, they are based on assumptions that may not always hold true. Investors should weigh these ratings alongside company fundamentals, competitive positioning, and broader industry trends, treating them as one of many factors in their decision-making processes.
Analyst consensus as of December 1, 2025, indicates 3 Strong Buy, 6 Buy, 11 Hold, with no Sell or Strong Sell ratings from a total of 20 analysts, reflecting a general positive outlook despite the recent downgrade.