Temasek Holdings Private Ltd Increases Position in Linde PLC $LIN

Temasek Holdings Private Ltd increased its holdings in Linde PLC (NASDAQ:LIN) by 45.5% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 236,206 shares of the basic materials company’s stock after buying an additional 73,850 shares during the period. Temasek Holdings Private Ltd’s holdings in Linde were worth $112,198,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of LIN. Brighton Jones LLC purchased a new position in Linde in the fourth quarter worth $2,752,000. Revolve Wealth Partners LLC increased its position in shares of Linde by 14.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 777 shares of the basic materials company’s stock valued at $325,000 after purchasing an additional 96 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of Linde by 19.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,569 shares of the basic materials company’s stock valued at $736,000 after purchasing an additional 259 shares during the last quarter. Schnieders Capital Management LLC. raised its stake in shares of Linde by 19.3% during the 2nd quarter. Schnieders Capital Management LLC. now owns 897 shares of the basic materials company’s stock worth $421,000 after purchasing an additional 145 shares during the period. Finally, WASHINGTON TRUST Co raised its stake in shares of Linde by 228.4% during the 2nd quarter. WASHINGTON TRUST Co now owns 647 shares of the basic materials company’s stock worth $304,000 after purchasing an additional 450 shares during the period. 82.80% of the stock is owned by hedge funds and other institutional investors.

Linde Trading Up 0.7%

Shares of LIN opened at $493.92 on Friday. Linde PLC has a fifty-two week low of $387.78 and a fifty-two week high of $510.65. The business has a 50-day moving average of $467.63 and a 200 day moving average of $450.49. The firm has a market cap of $228.88 billion, a P/E ratio of 33.85, a price-to-earnings-growth ratio of 3.22 and a beta of 0.82. 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) last released its quarterly earnings data on Thursday, February 5th. The basic materials company reported $4.20 EPS for the quarter, beating the consensus estimate of $4.18 by $0.02. The business had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.64 billion. Linde had a net margin of 20.30% and a return on equity of 19.52%. The company’s revenue was up 6.3% compared to the same quarter last year. During the same period in the prior 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. As a group, research analysts forecast that Linde PLC will post 16.54 EPS for the current year.

Linde Increases Dividend

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

Insider Buying and Selling

In other Linde news, VP Guillermo Bichara sold 4,357 shares of the business’s stock in a transaction on 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 sale, the vice president owned 22,138 shares of the company’s stock, valued at $10,643,729.02. The trade was a 16.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Sean Durbin sold 6,520 shares of the stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $477.27, for a total value of $3,111,800.40. Following the sale, the executive vice president owned 8,151 shares in the company, valued at approximately $3,890,227.77. This represents a 44.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 20,332 shares of company stock worth $9,749,257 over the last 90 days. 0.70% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms recently weighed in on LIN. JPMorgan Chase & Co. upgraded shares of Linde from a “neutral” rating to an “overweight” rating and increased their price target for the company from $455.00 to $525.00 in a research report on Friday. Mizuho set a $525.00 price objective on shares of Linde in a research report on Friday, February 6th. DZ Bank cut shares of Linde from a “buy” rating to a “hold” rating and set a $460.00 target price on the stock. in a research note on Tuesday, February 10th. Weiss Ratings raised shares of Linde from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, February 18th. Finally, Royal Bank Of Canada decreased their price target on shares of Linde from $540.00 to $490.00 and set an “outperform” rating for the company in a research note on Friday, December 12th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $515.20.

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.