Linde PLC $LIN Holdings Lifted by MUFG Securities EMEA plc

MUFG Securities EMEA plc increased its holdings in shares of Linde PLC (NASDAQ:LIN) by 961.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,228 shares of the basic materials company’s stock after buying an additional 86,253 shares during the quarter. MUFG Securities EMEA plc’s holdings in Linde were worth $40,604,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of LIN. Darwin Wealth Management LLC purchased a new position in shares of Linde during the second quarter valued at $25,000. KERR FINANCIAL PLANNING Corp purchased a new position in Linde in the third quarter valued at about $29,000. Saranac Partners Ltd purchased a new position in Linde in the third quarter valued at about $29,000. Strengthening Families & Communities LLC grew its stake in Linde by 134.5% in the fourth quarter. Strengthening Families & Communities LLC now owns 68 shares of the basic materials company’s stock valued at $29,000 after purchasing an additional 39 shares in the last quarter. Finally, Guerra Advisors Inc purchased a new position in Linde in the third quarter valued at about $30,000. Hedge funds and other institutional investors own 82.80% of the company’s stock.

Wall Street Analyst Weigh In

LIN has been the topic of a number of recent research reports. Morgan Stanley restated an “overweight” rating and issued a $530.00 target price on shares of Linde in a research note on Friday, February 6th. BMO Capital Markets restated an “outperform” rating and issued a $560.00 target price on shares of Linde in a research note on Tuesday, May 5th. JPMorgan Chase & Co. boosted their target price on Linde from $525.00 to $530.00 and gave the company an “overweight” rating in a research note on Monday, May 4th. Erste Group Bank upgraded Linde from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, February 18th. Finally, Royal Bank Of Canada boosted their target price on Linde from $552.00 to $570.00 and gave the company an “outperform” rating in a research note on Tuesday, May 5th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus target price of $540.00.

Insider Activity

In other news, EVP Sean Durbin sold 6,520 shares of the company’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $477.27, for a total transaction of $3,111,800.40. Following the completion of the sale, the executive vice president owned 8,151 shares in the company, valued at approximately $3,890,227.77. This represents a 44.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Guillermo Bichara sold 4,357 shares of the company’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $480.79, for a total value of $2,094,802.03. Following the sale, the vice president owned 22,138 shares of the company’s stock, valued at approximately $10,643,729.02. This trade represents a 16.44% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.30% of the company’s stock.

Linde Stock Performance

Shares of NASDAQ LIN opened at $497.69 on Friday. The company has a market capitalization of $230.11 billion, a P/E ratio of 33.05, a price-to-earnings-growth ratio of 3.12 and a beta of 0.73. The business’s 50-day moving average price is $501.29 and its two-hundred day moving average price is $465.31. Linde PLC has a one year low of $387.78 and a one year high of $521.28. The company has a debt-to-equity ratio of 0.50, a current ratio of 0.83 and a quick ratio of 0.69.

Linde (NASDAQ:LIN) last released its quarterly earnings results on Friday, May 1st. The basic materials company reported $4.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.27 by $0.06. The company had revenue of $8.78 billion during the quarter, compared to the consensus estimate of $8.60 billion. Linde had a return on equity of 19.80% and a net margin of 20.44%.The firm’s revenue was up 8.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.95 EPS. Linde has set its FY 2026 guidance at 17.600-17.900 EPS and its Q2 2026 guidance at 4.400-4.500 EPS. Analysts anticipate that Linde PLC will post 17.86 earnings per share for the current fiscal year.

Linde Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Stockholders of record on Thursday, June 4th will be paid a dividend of $1.60 per share. This represents a $6.40 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Thursday, June 4th. Linde’s dividend payout ratio is 42.50%.

Linde Company Profile

Linde (NASDAQ: LIN) is a multinational industrial gases and engineering company that supplies gases, related technologies and services to a wide range of industries. The company traces its current form to the 2018 combination of Germany’s Linde AG and U.S.-based Praxair, creating one of the largest global providers of industrial, specialty and medical gases. Linde’s business model centers on production, processing and distribution of gases as well as the design and construction of the plants and equipment needed to produce them.

Core products and services include atmospheric and process gases such as oxygen, nitrogen and argon; hydrogen and helium; carbon dioxide; and a portfolio of higher‑value specialty and electronic gases.