Groupama Asset Managment Has $11.29 Million Stake in Linde PLC $LIN

Groupama Asset Managment lifted its holdings in shares of Linde PLC (NASDAQ:LIN) by 8.5% in the 1st quarter, HoldingsChannel.com reports. The fund owned 22,784 shares of the basic materials company’s stock after purchasing an additional 1,782 shares during the quarter. Groupama Asset Managment’s holdings in Linde were worth $11,295,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in the business. Norges Bank acquired a new stake in Linde during the 4th quarter valued at $3,246,750,000. Auto Owners Insurance Co boosted its position in Linde by 42,539.0% during the fourth quarter. Auto Owners Insurance Co now owns 1,321,809 shares of the basic materials company’s stock worth $56,361,000 after purchasing an additional 1,318,709 shares during the period. Capital International Investors increased its holdings in shares of Linde by 20.1% in the fourth quarter. Capital International Investors now owns 7,610,387 shares of the basic materials company’s stock valued at $3,245,255,000 after purchasing an additional 1,275,477 shares during the last quarter. Deutsche Bank AG increased its holdings in shares of Linde by 40.2% in the fourth quarter. Deutsche Bank AG now owns 3,941,719 shares of the basic materials company’s stock valued at $1,680,710,000 after purchasing an additional 1,130,001 shares during the last quarter. Finally, Invesco Ltd. raised its position in shares of Linde by 26.0% in the fourth quarter. Invesco Ltd. now owns 5,402,317 shares of the basic materials company’s stock valued at $2,303,494,000 after purchasing an additional 1,114,751 shares during the period. 82.80% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

LIN has been the subject of a number of research reports. Evercore restated an “outperform” rating and set a $525.00 target price on shares of Linde in a research note on Friday, July 10th. Sanford C. Bernstein set a $559.00 price target on shares of Linde in a research note on Friday, July 17th. Citigroup began coverage on shares of Linde in a report on Wednesday, June 24th. They issued an “overweight” rating on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $575.00 price target on shares of Linde in a report on Monday, May 4th. Finally, BMO Capital Markets restated an “outperform” rating and set a $560.00 price objective on shares of Linde in a report on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Linde currently has an average rating of “Buy” and a consensus price target of $548.67.

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 Trading Down 5.9%

Shares of LIN 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 stock has a market cap of $221.18 billion, a P/E ratio of 31.76, a price-to-earnings-growth ratio of 3.21 and a beta of 0.72. The stock has a 50 day simple moving average of $515.27 and a 200 day simple moving average of $496.23. Linde PLC has a 1 year low of $387.78 and a 1 year high of $548.20.

Linde (NASDAQ:LIN) last issued its quarterly earnings results on Friday, July 31st. The basic materials company reported $4.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.49 by $0.01. Linde had a return on equity of 19.80% and a net margin of 20.44%.The business had revenue of $9.29 billion for the quarter, compared to the consensus estimate of $9.02 billion. During the same quarter in the prior year, the business posted $4.09 earnings per share. The firm’s quarterly revenue was up 9.3% compared to the same quarter last year. Linde has set its FY 2026 guidance at 17.700-17.900 EPS and its Q3 2026 guidance at 4.450-4.550 EPS. On average, research analysts predict that Linde PLC will post 17.89 earnings per share for the current fiscal year.

Linde Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Thursday, September 3rd will be issued a dividend of $1.60 per share. This represents a $6.40 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, September 3rd. Linde’s dividend payout ratio is 42.50%.

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.