Keel Point LLC Has $3.87 Million Stock Holdings in Linde PLC $LIN

Keel Point LLC decreased its holdings in Linde PLC (NASDAQ:LIN) by 12.5% during the 1st quarter, HoldingsChannel reports. The firm owned 7,812 shares of the basic materials company’s stock after selling 1,114 shares during the quarter. Keel Point LLC’s holdings in Linde were worth $3,873,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in shares of Linde by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 44,953,116 shares of the basic materials company’s stock worth $19,167,559,000 after buying an additional 354,800 shares during the last quarter. State Street Corp grew its position in Linde by 0.9% in the third quarter. State Street Corp now owns 19,319,583 shares of the basic materials company’s stock valued at $9,176,828,000 after acquiring an additional 172,162 shares during the last quarter. Geode Capital Management LLC raised its stake in Linde by 0.3% during the fourth quarter. Geode Capital Management LLC now owns 11,353,011 shares of the basic materials company’s stock worth $4,820,533,000 after acquiring an additional 35,945 shares in the last quarter. Capital Research Global Investors raised its stake in Linde by 8.6% during the fourth quarter. Capital Research Global Investors now owns 10,127,594 shares of the basic materials company’s stock worth $4,318,325,000 after acquiring an additional 797,866 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its stake in Linde by 7.7% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 9,784,371 shares of the basic materials company’s stock worth $4,171,959,000 after acquiring an additional 695,771 shares in the last quarter. Institutional investors and hedge funds own 82.80% of the company’s stock.

Linde Price Performance

Linde stock opened at $478.38 on Friday. The company has a current ratio of 0.83, a quick ratio of 0.69 and a debt-to-equity ratio of 0.50. The company has a market capitalization of $221.18 billion, a PE ratio of 30.90, a P/E/G ratio of 3.02 and a beta of 0.72. Linde PLC has a 12 month low of $387.78 and a 12 month high of $548.20. The stock has a 50-day moving average price of $515.27 and a two-hundred day moving average price of $496.23.

Linde (NASDAQ:LIN) last released its quarterly earnings results on Friday, July 31st. The basic materials company reported $4.50 earnings per share for the quarter, topping the consensus estimate of $4.49 by $0.01. The company had revenue of $9.29 billion for the quarter, compared to analysts’ expectations of $9.02 billion. Linde had a return on equity of 19.80% and a net margin of 20.44%.The business’s quarterly revenue was up 9.3% compared to the same quarter last year. During the same period in the previous year, the business posted $4.09 earnings per share. Linde has set its FY 2026 guidance at 17.700-17.900 EPS and its Q3 2026 guidance at 4.450-4.550 EPS. Analysts expect that Linde PLC will post 17.84 EPS for the current year.

Linde Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Thursday, September 3rd will be given a dividend of $1.60 per share. The ex-dividend date is Thursday, September 3rd. This represents a $6.40 annualized dividend and a yield of 1.3%. Linde’s dividend payout ratio (DPR) is currently 41.34%.

Key Headlines Impacting Linde

Here are the key news stories impacting Linde this week:

• Positive Sentiment: Q2 results exceeded estimates: Adjusted EPS rose 10% year over year to $4.50, narrowly beating the $4.49 consensus, while sales increased 9% to $9.29 billion versus expectations of $9.02 billion. Growth benefited from higher pricing, stronger volumes, favorable currency effects and acquisitions. LIN Q2 Earnings & Revenues Beat Estimates on Volume & Pricing Growth
• Positive Sentiment: Semiconductor expansion adds a long-term growth opportunity: Linde secured a long-term agreement to supply ultra-high-purity gases to a major semiconductor manufacturer and plans to invest approximately $1 billion to expand its Phoenix, Arizona, production complex. The deal should support recurring sales tied to U.S. chip manufacturing capacity. Linde to invest $1 billion in Arizona after winning semiconductor supply deal
• Neutral Sentiment: Electronics was a leading end-market: Management highlighted volume and pricing gains, with electronics demand providing notable support. The earnings call also offered additional detail on operating performance and capital investment plans. Linde plc Q2 2026 Earnings Call Transcript
• Negative Sentiment: Forward guidance fell short of consensus: Linde forecast third-quarter EPS of $4.45–$4.55, below the $4.59 analyst estimate, and full-year 2026 EPS of $17.70–$17.90, below the $17.93 consensus. Although the company raised the lower end of its annual forecast, the outlook implies limited near-term upside relative to expectations. Linde raises lower end of 2026 guidance after Q2 earnings beat

Analyst Ratings Changes

A number of research firms have recently weighed in on LIN. BMO Capital Markets restated an “outperform” rating and issued a $560.00 price target on shares of Linde in a research note on Tuesday, May 5th. UBS Group reiterated a “buy” rating and set a $600.00 price objective on shares of Linde in a research report on Tuesday, June 2nd. Weiss Ratings raised shares of Linde from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, July 21st. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $575.00 price objective on shares of Linde in a research note on Monday, May 4th. Finally, Seaport Research Partners raised their target price on shares of Linde from $525.00 to $575.00 and gave the company a “buy” rating in a research report on Friday, April 17th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $548.67.

About Linde

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.