Ossiam Lowers Stock Holdings in Linde PLC $LIN

Ossiam reduced its position in Linde PLC (NASDAQ:LIN) by 30.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,344 shares of the basic materials company’s stock after selling 18,289 shares during the quarter. Ossiam’s holdings in Linde were worth $19,638,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of LIN. Caprock Group LLC acquired a new stake in Linde during the 3rd quarter worth approximately $4,243,000. National Pension Service grew its stake in shares of Linde by 2.6% in the third quarter. National Pension Service now owns 967,516 shares of the basic materials company’s stock worth $459,570,000 after acquiring an additional 24,624 shares in the last quarter. Cerity Partners LLC increased its position in shares of Linde by 12.3% during the third quarter. Cerity Partners LLC now owns 205,318 shares of the basic materials company’s stock worth $97,526,000 after acquiring an additional 22,489 shares during the period. OMERS ADMINISTRATION Corp increased its position in shares of Linde by 27.2% during the second quarter. OMERS ADMINISTRATION Corp now owns 417,001 shares of the basic materials company’s stock worth $195,649,000 after acquiring an additional 89,129 shares during the period. Finally, Generali Asset Management SPA SGR raised its stake in shares of Linde by 14.0% in the third quarter. Generali Asset Management SPA SGR now owns 44,981 shares of the basic materials company’s stock valued at $21,366,000 after acquiring an additional 5,526 shares in the last quarter. 82.80% of the stock is currently owned by hedge funds and other institutional investors.

Linde Stock Performance

Shares of LIN stock opened at $493.92 on Friday. The company has a current ratio of 0.88, a quick ratio of 0.74 and a debt-to-equity ratio of 0.52. The firm has a fifty day moving average price of $467.63 and a 200 day moving average price of $450.49. The company has a market cap of $228.88 billion, a P/E ratio of 33.85, a PEG ratio of 3.22 and a beta of 0.82. Linde PLC has a 12 month low of $387.78 and a 12 month high of $510.65.

Linde (NASDAQ:LIN) last posted its quarterly 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 analysts’ expectations of $8.64 billion. Linde had a return on equity of 19.52% and a net margin of 20.30%.Linde’s quarterly revenue was up 6.3% on a year-over-year basis. During the same period last year, the firm 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. Sell-side analysts predict that Linde PLC will post 16.54 earnings per share for the current fiscal year.

Linde Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Wednesday, March 11th will be given a dividend of $1.60 per share. This is a boost from Linde’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $6.40 annualized dividend and a dividend yield of 1.3%. Linde’s dividend payout ratio is 43.87%.

Wall Street Analyst Weigh In

LIN has been the subject of a number of recent research reports. Royal Bank Of Canada decreased their target price on Linde from $540.00 to $490.00 and set an “outperform” rating for the company in a report on Friday, December 12th. Weiss Ratings upgraded Linde from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 18th. BMO Capital Markets reiterated an “outperform” rating on shares of Linde in a research note on Tuesday, February 10th. Morgan Stanley reissued an “overweight” rating and set a $530.00 price objective on shares of Linde in a research report on Friday, February 6th. Finally, UBS Group restated a “buy” rating on shares of Linde in a research note on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, Linde presently has a consensus rating of “Buy” and a consensus price target of $515.20.

Insider Activity at Linde

In other Linde news, EVP Sean Durbin sold 6,520 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 8,151 shares in the company, valued at $3,890,227.77. This represents a 44.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Guillermo Bichara sold 4,357 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $480.79, for a total transaction of $2,094,802.03. Following the sale, the vice president directly owned 22,138 shares in the company, valued at approximately $10,643,729.02. The trade was a 16.44% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 20,332 shares of company stock valued at $9,749,257. 0.70% of the stock is owned by company insiders.

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.