8,424 Shares in Linde PLC $LIN Bought by Third View Private Wealth LLC

Key Points

• Third View Private Wealth LLC bought a new position of 8,424 shares of Linde (NASDAQ:LIN) in Q4, valued at about $3.59 million.
• Linde posted Q4 EPS of $4.20 (vs. $4.18 expected) on $8.76B revenue, set Q1 2026 guidance of 4.200–4.300 EPS and FY 2026 guidance of 17.400–17.900 EPS, and raised its quarterly dividend to $1.60 ($6.40 annual).
• Institutional investors own 82.8% of the stock and analysts’ consensus is a "Buy" with an average target of $521.60, while company insiders sold 20,332 shares (≈$9.75M) in the past 90 days.

Third View Private Wealth LLC purchased a new position in shares of Linde PLC (NASDAQ:LIN - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 8,424 shares of the basic materials company's stock, valued at approximately $3,592,000.

Other large investors have also recently bought and sold shares of the company. State Street Corp grew its holdings in shares of Linde by 0.9% during the third quarter. State Street Corp now owns 19,319,583 shares of the basic materials company's stock worth $9,176,828,000 after buying an additional 172,162 shares during the last quarter. Capital Research Global Investors grew its holdings in shares of Linde by 0.9% during the third quarter. Capital Research Global Investors now owns 9,329,728 shares of the basic materials company's stock worth $4,431,639,000 after buying an additional 83,236 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Linde by 6.0% during the third quarter. Invesco Ltd. now owns 4,287,566 shares of the basic materials company's stock worth $2,036,594,000 after buying an additional 242,733 shares during the last quarter. Franklin Resources Inc. grew its holdings in shares of Linde by 4.8% during the third quarter. Franklin Resources Inc. now owns 3,895,026 shares of the basic materials company's stock worth $1,850,137,000 after buying an additional 176,650 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in shares of Linde by 7.8% during the third quarter. Dimensional Fund Advisors LP now owns 2,828,500 shares of the basic materials company's stock worth $1,343,564,000 after buying an additional 204,636 shares during the last quarter. Institutional investors and hedge funds own 82.80% of the company's stock.

Linde Stock Up 1.1%

LIN stock opened at $508.67 on Tuesday. Linde PLC has a one year low of $387.78 and a one year high of $510.65. The stock has a market capitalization of $235.71 billion, a PE ratio of 34.86, a price-to-earnings-growth ratio of 3.31 and a beta of 0.78. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.74 and a current ratio of 0.88. The company has a fifty day moving average of $488.92 and a 200-day moving average of $452.84.

Linde (NASDAQ:LIN - Get Free Report) last released its earnings results on Thursday, February 5th. The basic materials company reported $4.20 EPS for the quarter, topping the consensus estimate of $4.18 by $0.02. Linde had a net margin of 20.30% and a return on equity of 19.52%. The company had revenue of $8.76 billion during the quarter, compared to analysts' expectations of $8.64 billion. During the same quarter last year, the business earned $3.97 EPS. The business's revenue was up 6.3% on a year-over-year basis. Linde has set its Q1 2026 guidance at 4.200-4.300 EPS and its FY 2026 guidance at 17.400-17.900 EPS. As a group, analysts expect that Linde PLC will post 16.54 EPS for the current year.

Linde Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Wednesday, March 11th were paid a $1.60 dividend. This is a boost from Linde's previous quarterly dividend of $1.50. The ex-dividend date was Wednesday, March 11th. This represents a $6.40 annualized dividend and a dividend yield of 1.3%. Linde's dividend payout ratio (DPR) is 43.87%.

Insider Buying and Selling at Linde

In related news, EVP Sean Durbin sold 6,520 shares of the firm's stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $477.27, for a total value of $3,111,800.40. Following the completion of the sale, the executive vice president owned 8,151 shares in the company, valued at $3,890,227.77. This trade represents a 44.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Guillermo Bichara sold 4,357 shares of the firm's stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $480.79, for a total transaction of $2,094,802.03. Following the completion of the sale, the vice president owned 22,138 shares of the company's stock, valued at $10,643,729.02. This trade represents a 16.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 20,332 shares of company stock valued at $9,749,257 in the last 90 days. Company insiders own 0.70% of the company's stock.

Analyst Ratings Changes

A number of equities analysts recently issued reports on LIN shares. DZ Bank lowered Linde from a "buy" rating to a "hold" rating and set a $460.00 price target on the stock. in a report on Tuesday, February 10th. JPMorgan Chase & Co. raised Linde from a "neutral" rating to an "overweight" rating and raised their price target for the stock from $455.00 to $525.00 in a report on Friday, March 13th. Citigroup raised their target price on shares of Linde from $545.00 to $580.00 and gave the stock a "buy" rating in a research note on Monday. 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. Finally, Mizuho set a $525.00 target price on shares of Linde in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average price target of $521.60.

About Linde

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.

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