Compagnie Lombard Odier SCmA Purchases 10,235 Shares of Linde PLC $LIN

Compagnie Lombard Odier SCmA lifted its position in shares of Linde PLC (NASDAQ:LIN) by 2.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 430,709 shares of the basic materials company’s stock after purchasing an additional 10,235 shares during the period. Linde accounts for 2.0% of Compagnie Lombard Odier SCmA’s portfolio, making the stock its 13th largest holding. Compagnie Lombard Odier SCmA owned 0.09% of Linde worth $183,650,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. State Street Corp grew its holdings in Linde by 0.9% during the third quarter. State Street Corp now owns 19,319,583 shares of the basic materials company’s stock worth $9,176,828,000 after purchasing an additional 172,162 shares during the period. Capital Research Global Investors raised its stake in Linde by 0.9% in the third quarter. Capital Research Global Investors now owns 9,329,728 shares of the basic materials company’s stock valued at $4,431,639,000 after buying an additional 83,236 shares during the period. Invesco Ltd. lifted its position in shares of Linde by 6.0% in the third quarter. Invesco Ltd. now owns 4,287,566 shares of the basic materials company’s stock valued at $2,036,594,000 after buying an additional 242,733 shares during the last quarter. Franklin Resources Inc. lifted its position in shares of Linde by 4.8% in the third quarter. Franklin Resources Inc. now owns 3,895,026 shares of the basic materials company’s stock valued at $1,850,137,000 after buying an additional 176,650 shares during the last quarter. Finally, Ameriprise Financial Inc. boosted its stake in shares of Linde by 1.1% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,605,118 shares of the basic materials company’s stock worth $1,690,961,000 after acquiring an additional 40,216 shares during the period. 82.80% of the stock is owned by institutional investors.

Linde Price Performance

Linde stock opened at $493.83 on Thursday. The company has a market capitalization of $228.84 billion, a price-to-earnings ratio of 33.85, a PEG ratio of 3.26 and a beta of 0.78. The company has a current ratio of 0.88, a quick ratio of 0.74 and a debt-to-equity ratio of 0.52. Linde PLC has a 12 month low of $387.78 and a 12 month high of $510.65. The stock’s 50 day moving average is $481.20 and its 200-day moving average is $451.58.

Linde (NASDAQ:LIN) last issued its quarterly earnings results on Thursday, February 5th. The basic materials company reported $4.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.18 by $0.02. Linde had a return on equity of 19.52% and a net margin of 20.30%.The business had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.64 billion. During the same quarter in the prior year, the business posted $3.97 earnings per share. The firm’s quarterly revenue was up 6.3% compared to the same quarter last year. 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 research analysts expect that Linde PLC will post 16.54 EPS for the current year.

Linde Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Wednesday, March 11th were issued a dividend of $1.60 per share. This is an increase from Linde’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend was Wednesday, March 11th. This represents a $6.40 annualized dividend and a dividend yield of 1.3%. Linde’s payout ratio is currently 43.87%.

Analyst Ratings Changes

A number of research analysts recently weighed in on LIN shares. Weiss Ratings raised Linde from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 18th. JPMorgan Chase & Co. raised shares of Linde from a “neutral” rating to an “overweight” rating and lifted their price objective for the stock from $455.00 to $525.00 in a research report on Friday, March 13th. 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. Royal Bank Of Canada dropped their price objective on shares of Linde from $540.00 to $490.00 and set an “outperform” rating on the stock in a research report on Friday, December 12th. Finally, BMO Capital Markets restated an “outperform” rating on shares of Linde in a research note on Tuesday, February 10th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $515.20.

Insiders Place Their Bets

In other Linde news, VP Guillermo Bichara sold 9,455 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $480.45, for a total transaction of $4,542,654.75. Following the sale, the vice president directly owned 22,138 shares in the company, valued at $10,636,202.10. This represents a 29.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Sean Durbin sold 6,520 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 8,151 shares in the company, valued at approximately $3,890,227.77. This represents a 44.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 20,332 shares of company stock worth $9,749,257 in the last 90 days. 0.70% of the stock is owned by company insiders.

Linde Company 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.