Groupama Asset Managment Has $11.29 Million Stake in Linde PLC $LIN

Groupama Asset Managment lifted its position in shares of Linde PLC (NASDAQ:LIN) by 8.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,784 shares of the basic materials company’s stock after buying an additional 1,782 shares during the period. Groupama Asset Managment’s holdings in Linde were worth $11,295,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Essential Partners LLC boosted its position in Linde by 147.1% during the 1st quarter. Essential Partners LLC now owns 84 shares of the basic materials company’s stock worth $42,000 after acquiring an additional 50 shares during the last quarter. Groupe la Francaise raised its holdings in shares of Linde by 16.5% in the first quarter. Groupe la Francaise now owns 123,437 shares of the basic materials company’s stock valued at $60,507,000 after purchasing an additional 17,515 shares during the last quarter. Western Wealth Management LLC raised its holdings in shares of Linde by 9.1% in the first quarter. Western Wealth Management LLC now owns 6,747 shares of the basic materials company’s stock valued at $3,345,000 after purchasing an additional 562 shares during the last quarter. Paragon Private Wealth Management LLC lifted its position in shares of Linde by 34.8% in the first quarter. Paragon Private Wealth Management LLC now owns 779 shares of the basic materials company’s stock worth $386,000 after purchasing an additional 201 shares in the last quarter. Finally, Royal Fund Management LLC bought a new stake in shares of Linde in the first quarter worth $221,000. 82.80% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms recently weighed in on LIN. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Linde in a research report on Friday, July 17th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $575.00 price objective on shares of Linde in a research note on Monday, May 4th. Seaport Research Partners raised their price objective on Linde from $525.00 to $575.00 and gave the company a “buy” rating in a report on Friday, April 17th. Sanford C. Bernstein set a $559.00 target price on Linde in a research report on Friday, July 17th. Finally, JPMorgan Chase & Co. upped their target price on Linde from $525.00 to $530.00 and gave the stock an “overweight” rating in a report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $548.67.

Key Linde News

Here are the key news stories impacting Linde this week:

• Positive Sentiment: Q2 results exceeded estimates: Adjusted EPS rose 10% year over year to $4.50, narrowly beating the $4.49 consensus, while sales increased 9% to $9.29 billion versus expectations of $9.02 billion. Growth benefited from higher pricing, stronger volumes, favorable currency effects and acquisitions. LIN Q2 Earnings & Revenues Beat Estimates on Volume & Pricing Growth
• Positive Sentiment: Semiconductor expansion adds a long-term growth opportunity: Linde secured a long-term agreement to supply ultra-high-purity gases to a major semiconductor manufacturer and plans to invest approximately $1 billion to expand its Phoenix, Arizona, production complex. The deal should support recurring sales tied to U.S. chip manufacturing capacity. Linde to invest $1 billion in Arizona after winning semiconductor supply deal
• Neutral Sentiment: Electronics was a leading end-market: Management highlighted volume and pricing gains, with electronics demand providing notable support. The earnings call also offered additional detail on operating performance and capital investment plans. Linde plc Q2 2026 Earnings Call Transcript
• Negative Sentiment: Forward guidance fell short of consensus: Linde forecast third-quarter EPS of $4.45–$4.55, below the $4.59 analyst estimate, and full-year 2026 EPS of $17.70–$17.90, below the $17.93 consensus. Although the company raised the lower end of its annual forecast, the outlook implies limited near-term upside relative to expectations. Linde raises lower end of 2026 guidance after Q2 earnings beat

Linde Price Performance

NASDAQ:LIN opened at $478.38 on Friday. Linde PLC has a 1-year low of $387.78 and a 1-year high of $548.20. The company has a current ratio of 0.83, a quick ratio of 0.69 and a debt-to-equity ratio of 0.50. The firm has a fifty day simple moving average of $515.27 and a 200 day simple moving average of $496.23. The stock has a market capitalization of $221.18 billion, a PE ratio of 31.76, a P/E/G ratio of 3.21 and a beta of 0.72.

Linde (NASDAQ:LIN) last issued its earnings results on Friday, July 31st. The basic materials company reported $4.50 earnings per share for the quarter, topping analysts’ consensus estimates of $4.49 by $0.01. Linde had a net margin of 20.44% and a return on equity of 19.80%. The business had revenue of $9.29 billion for the quarter, compared to the consensus estimate of $9.02 billion. During the same period in the previous year, the company earned $4.09 earnings per share. The firm’s revenue for the quarter was up 9.3% on a year-over-year basis. Linde has set its FY 2026 guidance at 17.700-17.900 EPS and its Q3 2026 guidance at 4.450-4.550 EPS. On average, research analysts expect that Linde PLC will post 17.89 EPS for the current fiscal year.

Linde Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Thursday, September 3rd will be paid a dividend of $1.60 per share. The ex-dividend date is Thursday, September 3rd. This represents a $6.40 annualized dividend and a dividend yield of 1.3%. Linde’s payout ratio is currently 42.50%.

Linde 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.