ESAB (NYSE:ESAB) Given New $130.00 Price Target at JPMorgan Chase & Co.

ESAB (NYSE:ESAB) had its target price trimmed by JPMorgan Chase & Co. from $138.00 to $130.00 in a research report sent to investors on Tuesday morning,Benzinga reports. The firm currently has an overweight rating on the stock.

Other analysts have also recently issued research reports about the stock. Oppenheimer boosted their target price on shares of ESAB from $142.00 to $148.00 and gave the company an “outperform” rating in a report on Friday, January 23rd. Wall Street Zen cut shares of ESAB from a “buy” rating to a “hold” rating in a research report on Sunday, December 28th. Roth Mkm reissued a “buy” rating and set a $146.00 price objective (down previously from $150.00) on shares of ESAB in a research note on Tuesday. Stifel Nicolaus raised their target price 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. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of ESAB in a report on Monday, December 29th. Seven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $140.63.

ESAB Trading Up 2.6%

ESAB opened at $117.57 on Tuesday. The company has a quick ratio of 1.24, a current ratio of 1.99 and a debt-to-equity ratio of 0.62. ESAB has a 52 week low of $100.17 and a 52 week high of $135.84. The stock has a market cap of $7.14 billion, a PE ratio of 29.61, a PEG ratio of 2.01 and a beta of 1.24. The business has a 50 day moving average of $115.55 and a 200-day moving average of $116.04.

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. The ex-dividend date was Wednesday, December 31st. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.3%. ESAB’s dividend payout ratio is presently 10.08%.

Hedge Funds Weigh In On ESAB

A number of hedge funds have recently added to or reduced their stakes in ESAB. Sumitomo Mitsui Trust Group Inc. boosted its stake in ESAB by 3.1% during the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,693 shares of the company’s stock valued at $325,000 after purchasing an additional 81 shares during the last quarter. Thrivent Financial for Lutherans raised its stake in shares of ESAB by 0.7% in the second quarter. Thrivent Financial for Lutherans now owns 13,417 shares of the company’s stock worth $1,617,000 after purchasing an additional 95 shares during the last quarter. Louisiana State Employees Retirement System lifted its holdings in shares of ESAB by 0.6% during the second quarter. Louisiana State Employees Retirement System now owns 16,000 shares of the company’s stock valued at $1,929,000 after purchasing an additional 100 shares in the last quarter. State of Michigan Retirement System boosted its position in shares of ESAB by 0.7% during the second quarter. State of Michigan Retirement System now owns 13,702 shares of the company’s stock valued at $1,652,000 after buying an additional 100 shares during the last quarter. Finally, Xponance Inc. boosted its position in shares of ESAB by 1.6% during the third quarter. Xponance Inc. now owns 6,488 shares of the company’s stock valued at $725,000 after buying an additional 102 shares during the last quarter. 91.13% of the stock is currently owned by hedge funds and other institutional investors.

More ESAB News

Here are the key news stories impacting ESAB this week:

• Positive Sentiment: ESAB agreed to acquire Eddyfi Technologies for about $1.45 billion — a strategic bolt‑on that expands ESAB’s non‑destructive testing and inspection product portfolio, creates cross‑sell opportunities and diversifies revenue streams. Reuters: ESAB to buy Eddyfi
• Positive Sentiment: Revenue guidance was at or above consensus: Q4 revenue guidance topped consensus and FY revenue guidance was in line/above estimates — a sign of top‑line resilience that supports organic growth expectations.
• Neutral Sentiment: JPMorgan lowered its price target from $138 to $130 but kept an “overweight” rating, trimming upside while maintaining a constructive view on the company’s medium‑term prospects. Benzinga: JPMorgan PT change
• Neutral Sentiment: ESAB hosted an M&A call and published slides/transcript providing integration plans and rationale — useful for assessing expected synergies and costs but not an immediate value driver until details are confirmed. Seeking Alpha: M&A call transcript
• Negative Sentiment: FY2026 EPS guidance (5.70–5.90) is slightly below consensus (~5.92), which could pressure the stock’s valuation if investors focus on near‑term margin dilution or integration costs.
• Negative Sentiment: Some market reports noted an immediate negative reaction to the acquisition announcement; investors may be concerned about the $1.45B price, financing, and integration risk which could damp sentiment until synergies and funding plans are clarified. Investing.com: Stock falls after acquisition Business Wire: ESAB press release

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.