ESAB (ESAB) Expected to Announce Earnings on Thursday

ESAB (NYSE:ESAB) will likely be issuing its Q4 2025 results before the market opens on Thursday, February 19th. Analysts expect ESAB to post earnings of $1.34 per share for the quarter. Individuals can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Friday, February 20, 2026 at 9:30 AM ET.

ESAB Trading Up 0.3%

NYSE ESAB opened at $134.79 on Thursday. The company has a market cap of $8.18 billion, a price-to-earnings ratio of 33.95, a price-to-earnings-growth ratio of 2.49 and a beta of 1.24. ESAB has a twelve month low of $100.17 and a twelve month high of $136.40. The company has a quick ratio of 1.24, a current ratio of 1.99 and a debt-to-equity ratio of 0.62. The business’s fifty day moving average is $118.03 and its 200 day moving average is $116.18.

ESAB Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Wednesday, December 31st were issued a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Wednesday, December 31st. ESAB’s payout ratio is 10.08%.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of ESAB. Durable Capital Partners LP increased its stake in ESAB by 40.5% in the third quarter. Durable Capital Partners LP now owns 1,945,854 shares of the company’s stock valued at $217,430,000 after purchasing an additional 560,678 shares in the last quarter. Northern Trust Corp grew its stake in shares of ESAB by 0.3% in the 3rd quarter. Northern Trust Corp now owns 518,241 shares of the company’s stock valued at $57,908,000 after buying an additional 1,652 shares during the period. Raymond James Financial Inc. increased its position in ESAB by 11.3% in the 2nd quarter. Raymond James Financial Inc. now owns 483,319 shares of the company’s stock valued at $58,264,000 after buying an additional 49,096 shares in the last quarter. Goldman Sachs Group Inc. increased its position in ESAB by 25.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 458,339 shares of the company’s stock valued at $53,396,000 after buying an additional 94,335 shares in the last quarter. Finally, Millennium Management LLC raised its stake in ESAB by 2,367.3% during the 3rd quarter. Millennium Management LLC now owns 432,279 shares of the company’s stock worth $48,303,000 after buying an additional 414,759 shares during the period. Institutional investors and hedge funds own 91.13% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on ESAB shares. Wall Street Zen lowered shares of ESAB from a “buy” rating to a “hold” rating in a report on Sunday, December 28th. Stifel Nicolaus raised their price target on shares of ESAB from $143.00 to $144.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. JPMorgan Chase & Co. reduced their price objective on shares of ESAB from $138.00 to $130.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 3rd. Oppenheimer increased their price objective on ESAB from $142.00 to $148.00 and gave the company an “outperform” rating in a report on Friday, January 23rd. Finally, Roth Mkm reaffirmed a “buy” rating and set a $146.00 target price (down from $150.00) on shares of ESAB in a report on Tuesday, February 3rd. Seven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $140.63.

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.