Guyasuta Investment Advisors Inc. Acquires New Shares in Linde PLC $LIN

Guyasuta Investment Advisors Inc. bought a new position in Linde PLC (NASDAQ:LIN) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 90,825 shares of the basic materials company’s stock, valued at approximately $43,110,000. Linde makes up about 2.5% of Guyasuta Investment Advisors Inc.’s holdings, making the stock its 10th biggest holding.

Other institutional investors also recently modified their holdings of the company. Atwood & Palmer Inc. raised its holdings in shares of Linde by 12.9% during the second quarter. Atwood & Palmer Inc. now owns 175 shares of the basic materials company’s stock worth $91,000 after acquiring an additional 20 shares in the last quarter. Meadowbrook Advisors Group LLC boosted its position in Linde by 4.3% during the first quarter. Meadowbrook Advisors Group LLC now owns 511 shares of the basic materials company’s stock valued at $253,000 after purchasing an additional 21 shares during the last quarter. Valmark Advisers Inc. boosted its position in Linde by 0.5% during the first quarter. Valmark Advisers Inc. now owns 4,159 shares of the basic materials company’s stock valued at $2,062,000 after purchasing an additional 22 shares during the last quarter. Ellenbecker Investment Group grew its stake in Linde by 3.7% in the first quarter. Ellenbecker Investment Group now owns 652 shares of the basic materials company’s stock valued at $323,000 after purchasing an additional 23 shares in the last quarter. Finally, Principia Wealth Advisory LLC grew its stake in Linde by 74.2% in the second quarter. Principia Wealth Advisory LLC now owns 54 shares of the basic materials company’s stock valued at $28,000 after purchasing an additional 23 shares in the last quarter. Institutional investors and hedge funds own 82.80% of the company’s stock.

Linde News Roundup

Here are the key news stories impacting Linde this week:

• Positive Sentiment: Barclays upgraded Linde to “strong buy,” signaling increased confidence in the industrial-gases producer’s earnings outlook and business durability. Barclays upgrade report
• Positive Sentiment: Royal Bank of Canada retained an “outperform” rating and its revised $549 target still implies meaningful upside from the current share price, despite the modest target reduction. RBC analyst action
• Positive Sentiment: A recent article highlighted Linde’s exposure to industrial gases and long-term secular growth trends, reinforcing the company’s positioning in essential industrial markets. Linde adds exposure to industrial gases and secular growth trends
• Positive Sentiment: Linde was featured among dividend companies viewed as capable of raising prices without materially damaging demand, supporting its defensive appeal and potential for continued cash-flow growth. Five boring dividend stocks that could keep growing
• Neutral Sentiment: Analyst-rating coverage remains an important focus for investors, but the available report provides no specific new earnings or valuation forecast. What investment firms are saying about Linde
• Negative Sentiment: One valuation-focused analysis argued that Linde appears fully valued on current earnings. With a reported forward-looking valuation near 32 times earnings, this could limit upside and make the stock sensitive to weaker growth or disappointing guidance. Linde stock looks fully valued on current earnings

Linde Stock Up 0.1%

LIN stock opened at $493.22 on Friday. The firm has a market cap of $227.36 billion, a PE ratio of 31.86, a PEG ratio of 2.87 and a beta of 0.71. Linde PLC has a 1 year low of $387.78 and a 1 year high of $548.20. The company has a fifty day simple moving average of $478.35 and a 200 day simple moving average of $498.15. The company has a current ratio of 0.88, a quick ratio of 0.75 and a debt-to-equity ratio of 0.51.

Linde (NASDAQ:LIN) last posted its earnings results on Friday, July 31st. The basic materials company reported $4.50 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 net margin of 20.43% and a return on equity of 20.09%. The business’s quarterly revenue was up 9.3% on a year-over-year basis. During the same period in the prior 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. Sell-side analysts anticipate that Linde PLC will post 17.86 EPS for the current fiscal year.

Linde Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, September 17th. Stockholders of record on Thursday, September 3rd were paid 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 was Thursday, September 3rd. Linde’s dividend payout ratio is 41.34%.

Wall Street Analyst Weigh In

LIN has been the topic of several research reports. BMO Capital Markets reaffirmed an “outperform” rating on shares of Linde in a research report on Thursday, October 8th. DZ Bank reaffirmed a “neutral” rating on shares of Linde in a research note on Thursday, August 6th. Argus reduced their price target on Linde from $563.00 to $538.00 and set a “buy” rating for the company in a report on Monday, September 28th. Bank of America lifted their price target on Linde from $532.00 to $550.00 and gave the company a “neutral” rating in a report on Friday, July 17th. Finally, Royal Bank Of Canada lowered their price target on Linde from $553.00 to $549.00 and set an “outperform” rating for the company in a research note on Thursday. Three analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $547.10.

Linde Profile

Linde plc (NASDAQ:LIN) is a global industrial gases and engineering company that supplies gases, related equipment and process technologies to customers in healthcare, manufacturing, chemicals, energy, food and beverage, electronics, and other industries. Its products include oxygen, nitrogen, argon, hydrogen, helium, carbon dioxide and specialty gases.

The company provides gases through on-site production facilities, pipelines, bulk deliveries and packaged cylinders. It also designs and builds industrial gas plants and offers technologies and services for applications such as hydrogen production, carbon capture, clean energy, semiconductor manufacturing, metal fabrication and medical care.

Linde traces its history to 1879, when German engineer Carl von Linde developed refrigeration and gas-related technologies.