Insider Trading February 26, 2026

Lear Corp Treasury VP Disposes $214,650 in Stock

Executives trims stake as company posts strong Q4 results and attracts buy-side coverage

By Jordan Park LEA
Lear Corp Treasury VP Disposes $214,650 in Stock
LEA

Marianne Vidershain, Lear Corp's vice president and head of investor relations, sold 1,590 shares on February 24, 2026, for $135.00 per share, generating $214,650 in proceeds and leaving her with 1,862 shares. The transaction was reported on a Form 4 filing with the SEC. The company recently posted a sizable Q4 2025 earnings beat and drew a buy rating with a $170 price target from Benchmark.

Key Points

  • Insider sale: 1,590 shares sold at $135.00 on Feb. 24, 2026, for $214,650; remaining holdings 1,862 shares.
  • Lear posted Q4 2025 EPS of $3.41 vs $2.75 expected and revenue of $6.0B vs $5.78B expected; Benchmark initiated coverage with buy rating and $170 target.
  • InvestingPro flags LEA as appearing undervalued and the stock yields 2.3%; impacts the Automobile Components sector and equity markets tracking automotive suppliers.

Marianne Vidershain, who serves as vice president, treasurer and head of investor relations at Lear Corporation (NYSE: LEA), reported a sale of common stock on February 24, 2026, according to a Form 4 filed with the Securities and Exchange Commission.

The filing shows Vidershain sold 1,590 shares at $135.00 per share, producing total proceeds of $214,650. Following that disposition, the executive retains direct ownership of 1,862 Lear shares.

Separately, market analysis cited in the filing indicates that InvestingPro assesses Lear as appearing undervalued on a Fair Value basis. The company is identified as a participant in the Automobile Components industry and currently carries a dividend yield of 2.3%.

Lear’s recent operating results were highlighted alongside the insider transaction. For the fourth quarter of 2025 the company reported adjusted earnings per share of $3.41, versus a $2.75 consensus forecast, representing a 24% earnings surprise. Revenue for the quarter was $6.0 billion, ahead of an expected $5.78 billion.

In coverage moves tied to the results, Benchmark initiated coverage of Lear with a buy rating and assigned a $170 price target. Benchmark analyst Mickey Legg pointed to potential vehicle content growth and what the analyst described as interior premiumization as drivers of opportunity. The firm also flagged Lear’s E-Systems division for structural content growth, while noting the Seating division as a source of cash flow and margin stability.

These items - the insider sale, InvestingPro’s Fair Value assessment, dividend yield, strong quarterly results and new buy-side coverage - are presented in company filings and analyst notes tied to Lear’s recent reporting cycle.


Summary

Marianne Vidershain sold 1,590 shares of Lear on February 24, 2026, at $135.00 per share, for proceeds of $214,650, per an SEC Form 4. After the sale she owns 1,862 shares. InvestingPro regards the stock as appearing undervalued on a Fair Value basis and the company yields 2.3%. Lear posted a Q4 2025 EPS of $3.41 versus $2.75 expected and revenue of $6.0 billion versus $5.78 billion expected. Benchmark started coverage with a buy rating and a $170 target, highlighting vehicle content growth and interior premiumization along with division-level contributions from E-Systems and Seating.


Key points

  • Insider transaction: Marianne Vidershain sold 1,590 shares at $135.00 on February 24, 2026, netting $214,650 and retaining 1,862 shares.
  • Financial and analyst developments: Lear beat Q4 2025 EPS and revenue forecasts and received a buy rating and $170 price target from Benchmark.
  • Valuation and income: InvestingPro’s Fair Value analysis flags the stock as appearing undervalued; Lear offers a 2.3% dividend yield. Sectors impacted include the Automobile Components industry and broader equity markets tracking automotive suppliers.

Risks / uncertainties

  • Change in insider holdings: The sale reduced Vidershain’s direct stake to 1,862 shares, a factual change in insider ownership that may alter how investors interpret insider alignment.
  • Valuation assessments: InvestingPro’s Fair Value view that the stock appears undervalued is an analytical assessment and may not correspond with market prices or other valuation frameworks.
  • Analyst coverage and expectations: Benchmark’s initiation with a buy rating and $170 target reflects one firm’s view; analyst opinions and price targets can change and are not guarantees of future performance.

Risks

  • Insider sale reduced direct ownership to 1,862 shares, changing insider holding levels in Lear stock.
  • Fair Value assessments such as InvestingPro’s may not align with market pricing or other valuation methods.
  • Analyst coverage and price targets, including Benchmark’s buy rating and $170 target, are subject to change and not guarantees.

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