Simplicity Wealth LLC Trims Stock Holdings in Linde PLC $LIN

02 May 2026, 09:03 by Teresa Graham · The Cerbat Gem

Simplicity Wealth LLC trimmed its position in Linde PLC (NASDAQ:LIN – Free Report) by 66.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 863 shares of the basic materials company’s stock after selling 1,682 shares during the period. Simplicity Wealth LLC’s holdings in Linde were worth $368,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. S.E.E.D. Planning Group LLC increased its position in shares of Linde by 8.9% during the 4th quarter. S.E.E.D. Planning Group LLC now owns 27,341 shares of the basic materials company’s stock valued at $11,658,000 after purchasing an additional 2,234 shares during the last quarter. Temasek Holdings Private Ltd grew its stake in Linde by 45.5% in the 3rd quarter. Temasek Holdings Private Ltd now owns 236,206 shares of the basic materials company’s stock worth $112,198,000 after acquiring an additional 73,850 shares in the last quarter. Caprock Group LLC bought a new position in shares of Linde during the 3rd quarter worth $4,243,000. National Pension Service boosted its stake in shares of Linde by 2.6% during the third quarter. National Pension Service now owns 967,516 shares of the basic materials company’s stock valued at $459,570,000 after purchasing an additional 24,624 shares in the last quarter. Finally, Boston Trust Walden Corp boosted its stake in shares of Linde by 143.4% during the fourth quarter. Boston Trust Walden Corp now owns 15,044 shares of the basic materials company’s stock valued at $6,415,000 after purchasing an additional 8,863 shares in the last quarter. Hedge funds and other institutional investors own 82.80% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Morgan Stanley reaffirmed an “overweight” rating and set a $530.00 price objective on shares of Linde in a research report on Friday, February 6th. Weiss Ratings downgraded Linde from a “buy (b)” rating to a “buy (b-)” rating in a report on Wednesday. DZ Bank downgraded Linde from a “buy” rating to a “hold” rating and set a $460.00 price target for the company. in a report on Tuesday, February 10th. BMO Capital Markets reissued an “outperform” rating on shares of Linde in a report on Tuesday, February 10th. Finally, JPMorgan Chase & Co. raised Linde from a “neutral” rating to an “overweight” rating and lifted their target price for the stock from $455.00 to $525.00 in a report on Friday, March 13th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $527.80.

Get Our Latest Analysis on Linde

Linde Trading Up 1.4%

Shares of NASDAQ:LIN opened at $507.92 on Friday. Linde PLC has a 12-month low of $387.78 and a 12-month high of $521.28. The company has a market capitalization of $235.37 billion, a PE ratio of 34.81, a PEG ratio of 3.16 and a beta of 0.78. The business has a 50 day moving average of $496.93 and a two-hundred day moving average of $456.09. The company has a current ratio of 0.88, a quick ratio of 0.74 and a debt-to-equity ratio of 0.52.

Linde (NASDAQ:LIN – Get Free Report) last issued its quarterly earnings data on Friday, May 1st. The basic materials company reported $4.33 earnings per share for the quarter, topping analysts’ consensus estimates of $4.27 by $0.06. The business had revenue of $8.78 billion during the quarter, compared to the consensus estimate of $8.60 billion. Linde had a net margin of 20.30% and a return on equity of 19.52%. The company’s revenue was up 8.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.95 earnings per share. Linde has set its FY 2026 guidance at 17.600-17.900 EPS and its Q2 2026 guidance at 4.400-4.500 EPS. As a group, analysts forecast that Linde PLC will post 17.8 EPS for the current year.

Linde Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 18th. Stockholders of record on Thursday, June 4th will be 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 of this dividend is Thursday, June 4th. Linde’s dividend payout ratio is presently 43.87%.

Insider Activity at Linde

In related news, VP Guillermo Bichara sold 9,455 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $480.45, for a total transaction of $4,542,654.75. Following the completion of the transaction, the vice president owned 22,138 shares in the company, valued at $10,636,202.10. This represents a 29.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Sean Durbin sold 6,520 shares of the company’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $477.27, for a total transaction of $3,111,800.40. Following the transaction, the executive vice president owned 8,151 shares of the company’s stock, valued at approximately $3,890,227.77. This trade represents a 44.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 20,332 shares of company stock valued at $9,749,257. Corporate insiders own 0.70% of the company’s stock.

Linde News Summary

Here are the key news stories impacting Linde this week:

Positive Sentiment: Q1 results topped expectations — adjusted EPS $4.33 vs. $4.27 consensus and revenue $8.78B (up ~8% YoY); management cited pricing and project start‑ups as growth drivers. Business Wire: Linde Reports First-Quarter 2026 Results
Positive Sentiment: Company raised its dividend alongside the quarter, a shareholder‑friendly move that supports income and signals confidence in cash flow. Zacks: Linde Q1 Earnings Beat, Dividend Raised
Positive Sentiment: Profitability remains strong — net margin (~20.3%) and ROE (~19.5%) indicate healthy cash conversion and operational leverage that support valuations. MarketBeat: Linde Q1 Summary
Neutral Sentiment: Q2 guidance given at $4.40–$4.50 is essentially in line with the Street (consensus ~4.45), so near‑term guidance doesn’t materially surprise investors either way. Seeking Alpha: Q1 Results Presentation
Neutral Sentiment: Management hosted an earnings call and published the slide deck/transcript — useful for assessing segment dynamics (industrial gases, projects) but no new strategic shifts announced. Seeking Alpha: Q1 Earnings Call Transcript
Negative Sentiment: FY 2026 guidance set to $17.60–$17.90 has a midpoint slightly below the current consensus (~17.83), which could be viewed as a modest disappointment if investors expected an upward revision. Zacks: What Key Metrics Say

Linde Company Profile

(Free Report)

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.