Medina Value Partners LLC Makes New $22.23 Billion Investment in ESAB Corporation $ESAB

Key Points

• Medina Value Partners acquired 225,436 ESAB shares, representing 0.36% of the company and 4.4% of its portfolio. Institutional investors collectively own 91.13% of ESAB.
• ESAB’s latest quarterly EPS of $1.33 fell short of the $1.37 consensus estimate, while revenue rose 12.9% year over year to $807.6 million, exceeding expectations. The company maintained fiscal 2026 EPS guidance of $5.40–$5.50.
• Analysts remain broadly positive, with seven Buy ratings and one Hold, and an average price target of $138.14 versus the stock’s reported $80.44 price.

Medina Value Partners LLC acquired a new position in shares of ESAB Corporation (NYSE:ESAB - Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 225,436 shares of the company's stock, valued at approximately $22,234,753,000. ESAB makes up 4.4% of Medina Value Partners LLC's investment portfolio, making the stock its 11th largest holding. Medina Value Partners LLC owned 0.36% of ESAB at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the stock. TimesSquare Capital Management LLC increased its position in ESAB by 37.8% during the fourth quarter. TimesSquare Capital Management LLC now owns 959,101 shares of the company's stock worth $107,151,000 after buying an additional 262,850 shares during the last quarter. Bessemer Group Inc. raised its stake in ESAB by 6,787.0% in the fourth quarter. Bessemer Group Inc. now owns 1,053,776 shares of the company's stock valued at $117,730,000 after buying an additional 1,038,475 shares during the period. Schwartz Investment Counsel Inc. acquired a new stake in shares of ESAB in the fourth quarter valued at approximately $8,938,000. William Blair Investment Management LLC acquired a new stake in shares of ESAB in the fourth quarter valued at approximately $22,905,000. Finally, Allspring Global Investments Holdings LLC bought a new position in shares of ESAB during the 1st quarter worth approximately $9,606,000. Institutional investors and hedge funds own 91.13% of the company's stock.

ESAB Stock Up 1.5%

ESAB opened at $80.44 on Wednesday. The stock has a fifty day moving average of $89.91 and a 200-day moving average of $98.98. The company has a market capitalization of $5.00 billion, a P/E ratio of 28.83, a P/E/G ratio of 1.55 and a beta of 1.19. ESAB Corporation has a fifty-two week low of $77.34 and a fifty-two week high of $137.42. The company has a debt-to-equity ratio of 0.99, a quick ratio of 1.22 and a current ratio of 1.96.

ESAB (NYSE:ESAB - Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.33 EPS for the quarter, missing the consensus estimate of $1.37 by ($0.04). ESAB had a net margin of 5.75% and a return on equity of 14.48%. The business had revenue of $807.63 million during the quarter, compared to analyst estimates of $755.64 million. During the same quarter last year, the company posted $1.36 earnings per share. The company's revenue was up 12.9% on a year-over-year basis. ESAB has set its FY 2026 guidance at 5.400-5.500 EPS. On average, equities analysts expect that ESAB Corporation will post 5.46 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the company. Oppenheimer dropped their price target on ESAB from $140.00 to $135.00 and set an "outperform" rating on the stock in a research note on Tuesday, July 21st. Weiss Ratings cut shares of ESAB from a "hold (c)" rating to a "hold (c-)" rating in a research report on Tuesday, August 11th. Stifel Nicolaus reduced their price objective on shares of ESAB from $141.00 to $137.00 and set a "buy" rating for the company in a research report on Monday, July 20th. Roth Capital upped their price objective on shares of ESAB from $142.00 to $151.00 and gave the company a "buy" rating in a report on Tuesday, July 7th. Finally, DA Davidson began coverage on shares of ESAB in a research report on Monday, June 15th. They issued a "buy" rating and a $130.00 price objective on the stock. Seven research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $138.14.

Insider Transactions at ESAB

In other ESAB news, Director Rhonda L. Jordan sold 1,000 shares of the stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $95.00, for a total transaction of $95,000.00. Following the transaction, the director owned 1,000 shares in the company, valued at $95,000. This represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 7.20% of the stock is owned by corporate insiders.

About ESAB

ESAB Corporation is a global leader in welding, cutting and gas control technologies, offering a comprehensive portfolio of equipment, consumables and automation solutions. The company's products include welding power sources, cutting machines, torches, electrodes, filler metals and gas regulating equipment designed to meet the needs of diverse industries. ESAB serves sectors such as construction, shipbuilding, automotive, energy, infrastructure and manufacturing, providing both standard and customized solutions to enhance productivity and quality in metal fabrication and processing.

Founded in 1904 by Swedish inventor Oscar Kjellberg, ESAB pioneered the development of coated welding electrodes, laying the groundwork for modern welding practices.

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