S.E.E.D. Planning Group LLC Boosts Holdings in Linde PLC $LIN

S.E.E.D. Planning Group LLC grew its stake in shares of Linde PLC (NASDAQ:LIN) by 8.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 27,341 shares of the basic materials company’s stock after acquiring an additional 2,234 shares during the quarter. Linde comprises about 3.3% of S.E.E.D. Planning Group LLC’s holdings, making the stock its 11th largest position. S.E.E.D. Planning Group LLC’s holdings in Linde were worth $11,658,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. Norges Bank acquired a new stake in shares of Linde in the second quarter worth approximately $3,098,772,000. Lazard Asset Management LLC acquired a new position in Linde during the third quarter worth approximately $453,274,000. Assenagon Asset Management S.A. raised its stake in Linde by 82.5% during the third quarter. Assenagon Asset Management S.A. now owns 1,683,248 shares of the basic materials company’s stock worth $799,543,000 after purchasing an additional 760,954 shares during the period. Danske Bank A S purchased a new position in Linde during the third quarter worth approximately $260,822,000. Finally, Nordea Investment Management AB boosted its holdings in shares of Linde by 34.5% in the 4th quarter. Nordea Investment Management AB now owns 2,124,882 shares of the basic materials company’s stock valued at $910,129,000 after purchasing an additional 544,850 shares during the last quarter. 82.80% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages have recently issued reports on LIN. JPMorgan Chase & Co. raised shares of Linde from a “neutral” rating to an “overweight” rating and boosted their price objective for the company from $455.00 to $525.00 in a research note on Friday, March 13th. Mizuho set a $525.00 target price on Linde in a research report on Friday, February 6th. Weiss Ratings upgraded Linde from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, February 18th. DZ Bank downgraded Linde from a “buy” rating to a “hold” rating and set a $460.00 price target for the company. in a research report on Tuesday, February 10th. Finally, UBS Group restated a “buy” rating on shares of Linde in a research note on Wednesday, March 11th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Buy” and a consensus target price of $515.20.

Linde Price Performance

LIN opened at $478.05 on Tuesday. The company has a quick ratio of 0.74, a current ratio of 0.88 and a debt-to-equity ratio of 0.52. Linde PLC has a 52-week low of $387.78 and a 52-week high of $510.65. The company has a 50 day moving average of $473.72 and a two-hundred day moving average of $450.60. The company has a market cap of $221.52 billion, a P/E ratio of 32.77, a P/E/G ratio of 3.21 and a beta of 0.82.

Linde (NASDAQ:LIN) last released 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. The company had revenue of $8.76 billion during the quarter, compared to analyst estimates of $8.64 billion. Linde had a net margin of 20.30% and a return on equity of 19.52%. The business’s quarterly revenue was up 6.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.97 earnings per share. Linde has set its Q1 2026 guidance at 4.200-4.300 EPS and its FY 2026 guidance at 17.400-17.900 EPS. On average, analysts expect that Linde PLC will post 16.54 earnings per share for the current year.

Linde Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Wednesday, March 11th will be issued a $1.60 dividend. The ex-dividend date is Wednesday, March 11th. This represents a $6.40 annualized dividend and a yield of 1.3%. This is an increase from Linde’s previous quarterly dividend of $1.50. Linde’s payout ratio is currently 43.87%.

Insider Activity

In other Linde news, EVP Sean Durbin sold 6,520 shares of the firm’s 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 transaction, the executive vice president directly owned 8,151 shares of the company’s stock, valued at $3,890,227.77. This trade represents a 44.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Guillermo Bichara sold 9,455 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $480.45, for a total value of $4,542,654.75. Following the transaction, the vice president owned 22,138 shares in the company, valued at approximately $10,636,202.10. This represents a 29.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 20,332 shares of company stock worth $9,749,257 over the last three months. 0.70% of the stock is currently owned by corporate insiders.

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.