Concurrent Investment Advisors LLC Raises Stock Holdings in Linde PLC $LIN

Concurrent Investment Advisors LLC increased its position in Linde PLC (NASDAQ:LIN) by 12.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,199 shares of the basic materials company’s stock after acquiring an additional 1,271 shares during the period. Concurrent Investment Advisors LLC’s holdings in Linde were worth $4,775,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC purchased a new position in Linde in the 2nd quarter worth $25,000. Marquette Asset Management LLC purchased a new position in Linde in the 3rd quarter worth $27,000. KERR FINANCIAL PLANNING Corp purchased a new position in Linde in the 3rd quarter worth $29,000. YANKCOM Partnership raised its stake in Linde by 195.2% in the 3rd quarter. YANKCOM Partnership now owns 62 shares of the basic materials company’s stock worth $29,000 after acquiring an additional 41 shares during the last quarter. Finally, Guerra Advisors Inc purchased a new position in Linde in the 3rd quarter worth $30,000. Hedge funds and other institutional investors own 82.80% of the company’s stock.

Linde Price Performance

NASDAQ:LIN opened at $510.30 on Monday. Linde PLC has a 52 week low of $387.78 and a 52 week high of $510.65. 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 stock has a market capitalization of $236.47 billion, a PE ratio of 34.98, a price-to-earnings-growth ratio of 3.22 and a beta of 0.78. The stock’s 50-day moving average price is $495.16 and its 200-day moving average price is $454.66.

Linde (NASDAQ:LIN) last posted its quarterly earnings data on Thursday, February 5th. The basic materials company reported $4.20 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.18 by $0.02. Linde had a return on equity of 19.52% and a net margin of 20.30%.The company had revenue of $8.76 billion for the quarter, compared to analysts’ expectations of $8.64 billion. During the same period in the previous year, the firm posted $3.97 EPS. Linde’s 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. As a group, equities analysts expect that Linde PLC will post 17.81 EPS for the current fiscal year.

Linde Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Wednesday, March 11th were issued a $1.60 dividend. This represents a $6.40 annualized dividend and a yield of 1.3%. The ex-dividend date was Wednesday, March 11th. This is a positive change from Linde’s previous quarterly dividend of $1.50. Linde’s payout ratio is presently 43.87%.

Insider Activity

In related news, EVP Sean Durbin sold 6,520 shares of Linde 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 sale, the executive vice president directly owned 8,151 shares in the company, valued at approximately $3,890,227.77. The trade was a 44.44% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, VP Guillermo Bichara sold 4,357 shares of Linde stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $480.79, for a total value of $2,094,802.03. Following the completion of the sale, the vice president owned 22,138 shares in the company, valued at approximately $10,643,729.02. The trade was a 16.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 20,332 shares of company stock worth $9,749,257. 0.70% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on LIN shares. Citigroup raised their target price on Linde from $545.00 to $580.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Morgan Stanley reiterated an “overweight” rating and set a $530.00 price objective on shares of Linde in a research note on Friday, February 6th. Seaport Research Partners lifted their price objective on Linde from $525.00 to $575.00 and gave the company a “buy” rating in a research note on Friday, April 17th. Mizuho set a $525.00 price objective on Linde in a research note on Friday, February 6th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Linde in a research note on Tuesday, February 10th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $527.80.

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.