Temasek Holdings Private Ltd Has $112.20 Million Stock Holdings in Linde PLC $LIN

Key Points

• Temasek Holdings raised its stake in Linde by 45.5% in Q3 and now owns 236,206 shares valued at about $112.2 million, representing roughly 0.05% of the company.
• Linde beat quarterly estimates (EPS $4.20 vs. $4.18; revenue $8.76B vs. $8.64B) and set Q1 2026 guidance of $4.20–$4.30 and FY2026 guidance of $17.40–$17.90 EPS, above the analyst consensus forecast of 16.54.
• Linde raised its quarterly dividend to $1.60 ($6.40 annualized, ~1.3% yield) and enjoys favorable analyst sentiment with a consensus "Buy" rating and an average target price of $515.20.

Temasek Holdings Private Ltd raised its stake in Linde PLC (NASDAQ:LIN - Free Report) by 45.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 236,206 shares of the basic materials company's stock after purchasing an additional 73,850 shares during the period. Temasek Holdings Private Ltd owned 0.05% of Linde worth $112,198,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Brighton Jones LLC acquired a new stake in shares of Linde in the 4th quarter valued at about $2,752,000. Revolve Wealth Partners LLC raised its stake in Linde by 14.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 777 shares of the basic materials company's stock worth $325,000 after buying an additional 96 shares during the period. Sivia Capital Partners LLC raised its stake in Linde by 19.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,569 shares of the basic materials company's stock worth $736,000 after buying an additional 259 shares during the period. Schnieders Capital Management LLC. boosted its holdings in Linde by 19.3% in the second quarter. Schnieders Capital Management LLC. now owns 897 shares of the basic materials company's stock worth $421,000 after acquiring an additional 145 shares in the last quarter. Finally, WASHINGTON TRUST Co boosted its holdings in Linde by 228.4% in the second quarter. WASHINGTON TRUST Co now owns 647 shares of the basic materials company's stock worth $304,000 after acquiring an additional 450 shares in the last quarter. Institutional investors and hedge funds own 82.80% of the company's stock.

Linde Stock Performance

Shares of LIN opened at $493.92 on Friday. The firm has a market capitalization of $228.88 billion, a P/E ratio of 33.85, a P/E/G ratio of 3.22 and a beta of 0.82. Linde PLC has a 52 week low of $387.78 and a 52 week high of $510.65. The stock has a 50 day moving average price of $467.63 and a two-hundred day moving average price of $450.49. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.74 and a current ratio of 0.88.

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

Linde Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Wednesday, March 11th will be paid a dividend of $1.60 per share. This is a boost from Linde's previous quarterly dividend of $1.50. The ex-dividend date is Wednesday, March 11th. This represents a $6.40 annualized dividend and a yield of 1.3%. Linde's dividend payout ratio (DPR) is 43.87%.

Analyst Upgrades and Downgrades

LIN has been the subject of several recent research reports. UBS Group restated a "buy" rating on shares of Linde in a report on Wednesday. JPMorgan Chase & Co. upgraded Linde from a "neutral" rating to an "overweight" rating and increased their target price for the stock from $455.00 to $525.00 in a report on Friday. Citigroup lifted their price target on shares of Linde from $540.00 to $545.00 and gave the company a "buy" rating in a research report on Friday, February 6th. CICC Research initiated coverage on shares of Linde in a report on Wednesday, December 3rd. They set an "outperform" rating and a $510.00 price objective on the stock. Finally, Erste Group Bank raised shares of Linde from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Buy" and an average target price of $515.20.

Insiders Place Their Bets

In other Linde news, EVP Sean Durbin sold 6,520 shares of Linde stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $477.27, for a total transaction of $3,111,800.40. Following the transaction, the executive vice president directly owned 8,151 shares of the company's stock, valued at $3,890,227.77. The trade was a 44.44% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Guillermo Bichara sold 9,455 shares of the company's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $480.45, for a total transaction of $4,542,654.75. Following the completion of the sale, the vice president owned 22,138 shares of the company's stock, valued at approximately $10,636,202.10. The trade was a 29.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 20,332 shares of company stock worth $9,749,257 over the last ninety days. Insiders own 0.70% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.