Jackson Square Capital LLC Decreases Holdings in Linde PLC $LIN

Jackson Square Capital LLC cut its holdings in shares of Linde PLC (NASDAQ:LIN) by 27.0% in the 4th quarter, HoldingsChannel reports. The firm owned 6,793 shares of the basic materials company’s stock after selling 2,508 shares during the quarter. Jackson Square Capital LLC’s holdings in Linde were worth $2,896,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Darwin Wealth Management LLC purchased a new stake in shares of Linde during the 2nd quarter valued at $25,000. Marquette Asset Management LLC purchased a new stake in shares of Linde during the 3rd quarter valued at $27,000. KERR FINANCIAL PLANNING Corp purchased a new stake in shares of Linde during the 3rd quarter valued at $29,000. YANKCOM Partnership increased its position in shares of Linde by 195.2% during the 3rd quarter. YANKCOM Partnership now owns 62 shares of the basic materials company’s stock valued at $29,000 after purchasing an additional 41 shares during the last quarter. Finally, Guerra Advisors Inc purchased a new stake in shares of Linde during the 3rd quarter valued at $30,000. 82.80% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Linde news, EVP Sean Durbin sold 6,520 shares of the firm’s stock in a transaction dated 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 completion of the transaction, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Guillermo Bichara sold 9,455 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $480.45, for a total value of $4,542,654.75. Following the completion of the transaction, the vice president owned 22,138 shares of the company’s stock, valued at approximately $10,636,202.10. This represents a 29.93% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 20,332 shares of company stock valued at $9,749,257. 0.70% of the stock is owned by corporate insiders.

Linde Price Performance

Shares of NASDAQ:LIN opened at $500.48 on Thursday. The company has a quick ratio of 0.74, a current ratio of 0.88 and a debt-to-equity ratio of 0.52. The firm has a market capitalization of $231.92 billion, a PE ratio of 34.30, a P/E/G ratio of 3.30 and a beta of 0.78. Linde PLC has a twelve month low of $387.78 and a twelve month high of $510.65. The company has a 50-day moving average price of $486.06 and a two-hundred day moving average price of $452.40.

Linde (NASDAQ:LIN) last issued its earnings results on Thursday, February 5th. The basic materials company reported $4.20 earnings per share for the quarter, topping analysts’ consensus estimates of $4.18 by $0.02. The firm had revenue of $8.76 billion during the quarter, compared to analyst estimates of $8.64 billion. Linde had a net margin of 20.30% and a return on equity of 19.52%. The company’s quarterly revenue was up 6.3% on a year-over-year basis. During the same quarter last year, the business 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 EPS for the current year.

Linde Increases Dividend

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

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on LIN shares. Mizuho set a $525.00 target price on Linde in a research report on Friday, February 6th. JPMorgan Chase & Co. upgraded Linde from a “neutral” rating to an “overweight” rating and increased their price target for the stock from $455.00 to $525.00 in a research note on Friday, March 13th. BMO Capital Markets reiterated an “outperform” rating on shares of Linde in a research note on Tuesday, February 10th. Weiss Ratings upgraded Linde from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, February 18th. Finally, DZ Bank downgraded shares of Linde from a “buy” rating to a “hold” rating and set a $460.00 price objective on the stock. in a report on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $515.20.

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.