ESAB (NYSE:ESAB) Updates Q4 2025 Earnings Guidance

ESAB (NYSE:ESAB) issued an update on its fourth quarter 2025 earnings guidance on Monday morning. The company provided EPS guidance of 1.340-1.360 for the period, compared to the consensus EPS estimate of 1.350. The company issued revenue guidance of $720.0 million-$722.0 million, compared to the consensus revenue estimate of $706.0 million. ESAB also updated its FY 2025 guidance to 5.250-5.270 EPS.

ESAB Trading Up 1.0%

Shares of NYSE ESAB opened at $120.96 on Monday. ESAB has a 1 year low of $100.17 and a 1 year high of $135.84. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.99 and a quick ratio of 1.24. The firm has a 50-day moving average of $115.28 and a 200 day moving average of $116.23. The stock has a market cap of $7.34 billion, a P/E ratio of 30.47, a price-to-earnings-growth ratio of 2.11 and a beta of 1.24.

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%.

Wall Street Analyst Weigh In

ESAB has been the topic of a number of research analyst reports. JPMorgan Chase & Co. lowered their price target on ESAB from $140.00 to $138.00 and set an “overweight” rating on the stock in a report on Wednesday, January 14th. UBS Group upped their target price on shares of ESAB from $147.00 to $149.00 and gave the company a “buy” rating in a research note on Monday, October 20th. Wall Street Zen lowered shares of ESAB from a “buy” rating to a “hold” rating in a research note on Sunday, December 28th. Stifel Nicolaus increased their price objective on shares of ESAB from $143.00 to $144.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of ESAB in a report on Monday, December 29th. Six investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, ESAB has a consensus rating of “Moderate Buy” and a consensus price target of $142.13.

Institutional Investors Weigh In On ESAB

A number of institutional investors and hedge funds have recently bought and sold shares of ESAB. Durable Capital Partners LP boosted its stake in shares of ESAB by 40.5% in the third quarter. Durable Capital Partners LP now owns 1,945,854 shares of the company’s stock worth $217,430,000 after acquiring an additional 560,678 shares during the period. Millennium Management LLC lifted its holdings in ESAB by 2,367.3% in the 3rd quarter. Millennium Management LLC now owns 432,279 shares of the company’s stock worth $48,303,000 after purchasing an additional 414,759 shares in the last quarter. Schonfeld Strategic Advisors LLC boosted its stake in ESAB by 182.4% in the 3rd quarter. Schonfeld Strategic Advisors LLC now owns 295,745 shares of the company’s stock worth $33,047,000 after purchasing an additional 191,029 shares during the period. Goldman Sachs Group Inc. boosted its stake in ESAB by 25.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 458,339 shares of the company’s stock worth $53,396,000 after purchasing an additional 94,335 shares during the period. Finally, Sei Investments Co. grew its holdings in ESAB by 62.6% during the 2nd quarter. Sei Investments Co. now owns 216,075 shares of the company’s stock valued at $26,048,000 after buying an additional 83,184 shares in the last quarter. 91.13% of the stock is owned by institutional investors.

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.