Jackson Square Partners LLC Reduces Stake in Linde PLC $LIN

Jackson Square Partners LLC cut its holdings in shares of Linde PLC (NASDAQ:LIN) by 24.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 5,720 shares of the basic materials company’s stock after selling 1,894 shares during the quarter. Jackson Square Partners LLC’s holdings in Linde were worth $2,717,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Darwin Wealth Management LLC acquired a new position in Linde during the second quarter valued at $25,000. Marquette Asset Management LLC purchased a new position in shares of Linde during the 3rd quarter valued at about $27,000. YANKCOM Partnership raised its stake in shares of Linde by 195.2% during the 3rd quarter. YANKCOM Partnership now owns 62 shares of the basic materials company’s stock valued at $29,000 after buying an additional 41 shares during the last quarter. Guerra Advisors Inc acquired a new position in shares of Linde in the 3rd quarter valued at about $30,000. Finally, Albion Financial Group UT boosted its stake in shares of Linde by 87.8% in the third quarter. Albion Financial Group UT now owns 77 shares of the basic materials company’s stock worth $37,000 after buying an additional 36 shares during the last quarter. 82.80% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on LIN. Weiss Ratings reiterated a “hold (c+)” rating on shares of Linde in a research report on Monday, December 29th. Morgan Stanley reaffirmed an “overweight” rating and set a $530.00 price objective on shares of Linde in a research note on Friday. Citigroup boosted their target price on shares of Linde from $540.00 to $545.00 and gave the company a “buy” rating in a research note on Friday. Mizuho set a $525.00 price target on shares of Linde in a research report on Friday. Finally, UBS Group lifted their price target on Linde from $500.00 to $550.00 and gave the company a “buy” rating in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $513.56.

Key Linde News

Here are the key news stories impacting Linde this week:

• Positive Sentiment: Q4 results beat estimates: adjusted EPS $4.20 (vs. $4.18 consensus) and revenue $8.76B (+6% YoY), showing margin resilience and underlying demand. Businesswire: Linde Reports Full-Year and Fourth-Quarter 2025 Results
• Positive Sentiment: Full-year operating profit reported at $8.9B, indicating solid profitability for 2025. Gasworld: Linde reports full year operating profit of $8.9bn
• Positive Sentiment: Company cites record backlog and restructuring initiatives as drivers of steady growth and the 2026 outlook (EPS target $17.40–$17.90). MSN: Linde sees another year of steady growth as Q4 results beat forecasts
• Neutral Sentiment: Management set FY2026 EPS guidance at $17.40–$17.90 and Q1 at $4.20–$4.30 — roughly in line with consensus but tight to the low side of estimates, leaving little upside surprise potential. Linde FY2026 guidance (slide deck)
• Neutral Sentiment: JPMorgan reaffirmed a “neutral” rating with a $455 price target (only modest upside from current levels), signaling limited near-term analyst-driven buy pressure. Benzinga: JPMorgan reaffirms neutral on Linde
• Negative Sentiment: Market reaction: shares fell after guidance was viewed as disappointing relative to expectations despite the earnings beat; coverage and headlines highlighted the guidance miss. Investing.com: Linde shares fall over 2% as 2026 guidance disappoints
• Negative Sentiment: Operational/headcount action: Linde announced engineering job cuts as it addresses supply-chain challenges — short-term disruption and execution risk that can worry investors. Gasworld: Linde cuts jobs in engineering

Linde Trading Down 2.5%

Shares of Linde stock opened at $448.24 on Friday. The company has a current ratio of 0.88, a quick ratio of 0.69 and a debt-to-equity ratio of 0.52. Linde PLC has a twelve month low of $387.78 and a twelve month high of $486.38. The firm has a market capitalization of $209.31 billion, a PE ratio of 30.72, a P/E/G ratio of 3.15 and a beta of 0.84. The firm’s 50-day moving average price is $431.09 and its 200 day moving average price is $447.66.

Linde (NASDAQ:LIN) last posted its quarterly earnings data on Thursday, February 5th. The basic materials company reported $4.20 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 return on equity of 19.52% and a net margin of 20.30%.Linde’s quarterly revenue was up 6.3% on a year-over-year basis. During the same period in the previous year, the business earned $3.97 EPS. 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, sell-side analysts predict that Linde PLC will post 16.54 EPS for the current fiscal year.

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.