Segall Bryant & Hamill LLC Sells 1,664 Shares of Linde PLC $LIN

Segall Bryant & Hamill LLC cut its position in Linde PLC (NASDAQ:LIN) by 4.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 38,608 shares of the basic materials company’s stock after selling 1,664 shares during the period. Segall Bryant & Hamill LLC’s holdings in Linde were worth $19,140,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC acquired a new stake in shares of Linde during the second quarter worth approximately $25,000. Legacy Wealth Managment LLC ID boosted its holdings in shares of Linde by 96.6% in the 1st quarter. Legacy Wealth Managment LLC ID now owns 57 shares of the basic materials company’s stock worth $28,000 after acquiring an additional 28 shares in the last quarter. Triumph Capital Management grew its position in Linde by 69.2% during the 4th quarter. Triumph Capital Management now owns 66 shares of the basic materials company’s stock worth $28,000 after acquiring an additional 27 shares during the last quarter. Strengthening Families & Communities LLC grew its position in Linde by 134.5% during the 4th quarter. Strengthening Families & Communities LLC now owns 68 shares of the basic materials company’s stock worth $29,000 after acquiring an additional 39 shares during the last quarter. Finally, High Note Wealth LLC increased its holdings in Linde by 108.6% during the 4th quarter. High Note Wealth LLC now owns 73 shares of the basic materials company’s stock valued at $31,000 after purchasing an additional 38 shares in the last quarter. 82.80% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on LIN shares. JPMorgan Chase & Co. lifted their price objective on Linde from $525.00 to $530.00 and gave the company an “overweight” rating in a research report on Monday, May 4th. Weiss Ratings upgraded Linde from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, July 21st. BMO Capital Markets restated an “outperform” rating and issued a $560.00 target price on shares of Linde in a research note on Tuesday, May 5th. Evercore reaffirmed an “outperform” rating and issued a $525.00 price target on shares of Linde in a report on Friday, July 10th. Finally, Sanford C. Bernstein set a $559.00 price target on shares of Linde in a research report on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, Linde has an average rating of “Buy” and an average target price of $548.67.

Linde Stock Performance

LIN stock opened at $478.38 on Friday. The company has a debt-to-equity ratio of 0.50, a current ratio of 0.83 and a quick ratio of 0.69. The company has a 50 day moving average price of $515.27 and a 200 day moving average price of $496.23. Linde PLC has a fifty-two week low of $387.78 and a fifty-two week high of $548.20. The stock has a market capitalization of $221.18 billion, a PE ratio of 30.90, a price-to-earnings-growth ratio of 3.02 and a beta of 0.72.

Linde (NASDAQ:LIN) last posted its quarterly earnings data on Friday, July 31st. The basic materials company reported $4.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.49 by $0.01. The firm had revenue of $9.29 billion for the quarter, compared to the consensus estimate of $9.02 billion. Linde had a return on equity of 19.80% and a net margin of 20.44%.The business’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.09 EPS. 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 forecast that Linde PLC will post 17.84 EPS for the current year.

Linde Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Thursday, September 3rd will be issued a $1.60 dividend. 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

Linde 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.