Frank C. Orsini, who serves as executive vice president and president of the Seating business at Lear Corporation (NYSE: LEA), completed a sale of company stock on February 26, 2026. The transaction involved 7,133 shares sold at $135.50 per share, yielding total proceeds of $966,521.
Following the disposition, Orsini is recorded as directly owning 16,795 shares of Lear common stock.
Those insider transactions come against a backdrop of strong recent financial results for Lear. The company reported fourth-quarter earnings for 2025 that exceeded market forecasts. Lear posted earnings per share of $3.41, versus an expected $2.75, and reported revenue of $6.0 billion compared with a consensus estimate of $5.78 billion. The company’s results represented a 24% earnings surprise relative to expectations.
Alongside the quarterly report, Benchmark initiated coverage on Lear and assigned a buy rating with a $170 price target. Analyst Mickey Legg highlighted areas of growth and structural strength in the firm’s business model, noting expansion in vehicle content and a trend toward interior premiumization. Benchmark’s commentary also pointed to the E-Systems division as an area of structural content growth and described the Seating division as a source of reliable cash flow and margin stability.
These developments - an insider sale by a senior executive, a quarterly performance that outpaced estimates, and new analyst coverage - are discrete factual events reported by the company and market observers. The sale by Orsini, the company’s reported fourth-quarter financial metrics, and Benchmark’s initiation of coverage with specified analyst observations are recorded here without interpretation beyond the disclosed details.
There is limited public information in the filings cited about motivations behind the insider sale or any subsequent change in ownership intentions. The company’s financial disclosures for the fourth quarter of 2025 and Benchmark’s published coverage that accompanied the rating provide the factual basis for the earnings, revenue, surprise percentage, and the analyst’s assessment of Lear’s divisions.
Readers should note the documented facts above: the precise share count sold, the per-share price and total proceeds of the transaction, Orsini’s remaining direct holdings, Lear’s reported EPS and revenue for Q4 2025 versus expectations, the 24% earnings surprise, and Benchmark’s buy rating with a $170 price target along with the analyst observations regarding vehicle content, interior premiumization, E-Systems, and Seating.