Allspring Global Investments Holdings LLC acquired a new position in shares of ESAB Corporation (NYSE:ESAB – Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The firm acquired 95,107 shares of the company’s stock, valued at approximately $9,606,000. Allspring Global Investments Holdings LLC owned approximately 0.16% of ESAB at the end of the most recent quarter.
Several other institutional investors have also recently added to or reduced their stakes in ESAB. Los Angeles Capital Management LLC purchased a new position in shares of ESAB during the fourth quarter valued at approximately $33,000. Northwestern Mutual Wealth Management Co. raised its holdings in ESAB by 109.4% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 333 shares of the company’s stock valued at $40,000 after acquiring an additional 174 shares during the last quarter. Smartleaf Asset Management LLC lifted its stake in shares of ESAB by 259.4% during the 4th quarter. Smartleaf Asset Management LLC now owns 381 shares of the company’s stock worth $43,000 after purchasing an additional 275 shares during the period. Global Retirement Partners LLC lifted its stake in shares of ESAB by 3,023.1% during the 4th quarter. Global Retirement Partners LLC now owns 406 shares of the company’s stock worth $45,000 after purchasing an additional 393 shares during the period. Finally, UMB Bank n.a. boosted its holdings in shares of ESAB by 185.3% during the fourth quarter. UMB Bank n.a. now owns 642 shares of the company’s stock worth $72,000 after purchasing an additional 417 shares during the last quarter. Institutional investors and hedge funds own 91.13% of the company’s stock.
Wall Street Analysts Forecast Growth A number of research analysts have recently commented on the stock. Oppenheimer dropped their price objective on shares of ESAB from $140.00 to $135.00 and set an “outperform” rating for the company in a research note on Tuesday. Jefferies Financial Group restated a “buy” rating and issued a $130.00 target price (down from $150.00) on shares of ESAB in a report on Tuesday, March 31st. Stifel Nicolaus dropped their price target on shares of ESAB from $141.00 to $137.00 and set a “buy” rating for the company in a research report on Monday. JPMorgan Chase & Co. cut their price target on shares of ESAB from $148.00 to $135.00 and set an “overweight” rating on the stock in a research note on Friday, April 10th. Finally, Roth Capital lifted their price target on shares of ESAB from $142.00 to $151.00 and gave the company a “buy” rating in a report on Tuesday, July 7th. Eight research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, ESAB has an average rating of “Moderate Buy” and an average price target of $138.38.
Get Our Latest Stock Analysis on ESAB
ESAB Trading Down 2.5% NYSE ESAB opened at $83.83 on Thursday. ESAB Corporation has a one year low of $82.18 and a one year high of $137.42. The company’s 50 day moving average price is $92.26 and its 200 day moving average price is $104.61. The company has a debt-to-equity ratio of 0.91, a quick ratio of 2.26 and a current ratio of 2.97. The firm has a market capitalization of $5.10 billion, a price-to-earnings ratio of 24.80, a PEG ratio of 1.60 and a beta of 1.17.
ESAB (NYSE:ESAB – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The company reported $1.31 earnings per share for the quarter, missing analysts’ consensus estimates of $1.32 by ($0.01). ESAB had a return on equity of 15.04% and a net margin of 7.11%.The business had revenue of $745.60 million for the quarter, compared to analysts’ expectations of $706.74 million. During the same period last year, the company posted $1.25 earnings per share. The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. On average, sell-side analysts predict that ESAB Corporation will post 5.72 EPS for the current year.
ESAB Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Friday, July 3rd were issued a dividend of $0.12 per share. The ex-dividend date was Thursday, July 2nd. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.6%. This is an increase from ESAB’s previous quarterly dividend of $0.10. ESAB’s payout ratio is 14.20%.
ESAB Profile (Free Report)
ESAB Corporation is a global leader in welding, cutting and gas control technologies, offering a comprehensive portfolio of equipment, consumables and automation solutions. The company’s products include welding power sources, cutting machines, torches, electrodes, filler metals and gas regulating equipment designed to meet the needs of diverse industries. ESAB serves sectors such as construction, shipbuilding, automotive, energy, infrastructure and manufacturing, providing both standard and customized solutions to enhance productivity and quality in metal fabrication and processing.
Founded in 1904 by Swedish inventor Oscar Kjellberg, ESAB pioneered the development of coated welding electrodes, laying the groundwork for modern welding practices.
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Esab (ESAB) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Esab (ESAB) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Dimensional Fund Advisors LP raised its holdings in shares of ESAB Corporation (NYSE: ESAB) by 0.9% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,145,744 shares of the company's stock after purchasing an additional 10,765 shares during the period.
NORTH BETHESDA, Md.--(BUSINESS WIRE)--ESAB Corporation (“ESAB” or the “Company”) (NYSE: ESAB), a focused premier industrial compounder, announced today the pricing of its previously announced offering of $1,000.0 million aggregate principal amount of 5.625% Senior Notes due 2031 (the “Notes”). ESAB intends to use the net proceeds from the sale of the Notes to pay a portion of the purchase price of all of the issued and outstanding shares of Eddyfi Holding Inc., a corporation incorporated under the laws of the Province of Québec (“Eddyfi”), and certain related entities (such transaction, the “Acquisition”). The Notes will be guaranteed (the “Guarantees”) by certain of ESAB’s current and future domestic restricted subsidiaries. The offering is expected to close on March 26, 2026, subject to customary closing conditions.
The Notes and the related Guarantees have not been, and will not be, registered under the Securities Act of 1933, as amended (the “Securities Act”), or the securities laws of any other jurisdiction. As a result, the Notes and the related Guarantees may not be offered or sold within the United States to or for the account or benefit of any U.S. person unless the offer or sale would qualify for a registration exemption under the Securities Act and applicable state securities laws. Accordingly, the Notes and the related Guarantees are being offered only to a limited number of U.S. investors that ESAB reasonably believes to be “qualified institutional buyers” in accordance with Rule 144A under the Securities Act, and to certain persons outside the United States in accordance with Regulation S under the Securities Act.
This press release shall not constitute an offer to sell or a solicitation of an offer to buy any securities, nor shall there be any sale of the Notes or the related Guarantees in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. This press release contains information about the pending offering of the Notes, and there can be no assurance that the offering will be completed.
About ESAB
Founded in 1904, ESAB is a focused premier industrial compounder. The Company’s rich history of innovative products, workflow solutions and business system ESAB Business Excellence, enables its purpose of Shaping the world we imagineTM. ESAB is based in North Bethesda, Maryland and employs approximately 10,300 associates and serves customers in approximately 150 countries.
This press release includes forward-looking statements, including forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, statements concerning the completion of the offering of the Notes, the use of the net proceeds therefrom, the Acquisition of Eddyfi, future results and leverage after the Acquisition and funding of the Acquisition, the Company’s plans, goals, objectives, outlook, expectations, and intentions, and other statements that are not historical or current fact. Forward-looking statements are based on the Company’s current expectations and involve risks and uncertainties that could cause actual results to differ materially from those expressed or implied in such forward-looking statements, including general risks and uncertainties such as market conditions, economic conditions, geopolitical events, changes in laws, regulations or accounting rules, fluctuations in interest rates, terrorism, wars or conflicts, major health concerns, natural disasters or other disruptions of expected business conditions. Factors that could cause the Company’s results to differ materially from current expectations include, but are not limited to, risks related to the war in Ukraine and the conflict in the Middle East and the resulting escalating geopolitical tensions; impact of supply chain disruptions; the impact of creditworthiness and financial viability of customers; impact of inflationary pressures, tariffs and trade policies, foreign exchange fluctuations and commodity prices; other impacts on the Company’s business and ability to execute business continuity plans; and the other factors detailed in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025 filed with the U.S. Securities and Exchange Commission (“SEC”) on February 20, 2026, as well as other risks discussed in the Company’s filings with the SEC. In addition, these statements are based on assumptions that are subject to change. This press release speaks only as of the date hereof. The Company disclaims any duty to update the information herein.
Defender Capital LLC. acquired a new stake in ESAB Corporation (NYSE: ESAB) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 35,593 shares of the company's stock, valued at approximately $3,977,000. ESAB accounts for approximately 1.3% of Defender Capital LLC.'s holdings,
Private equity (PE) firms have deployed trillions of dollars buying public companies, taking them private, restructuring operations, and selling at a profit.
SG Americas Securities LLC decreased its holdings in ESAB Corporation (NYSE:ESAB – Free Report) by 47.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 13,893 shares of the company’s stock after selling 12,750 shares during the period. SG Americas Securities LLC’s holdings in ESAB were worth $1,552,000 as of its most recent SEC filing.
A number of other institutional investors also recently modified their holdings of the business. Durable Capital Partners LP increased its holdings in shares of ESAB by 40.5% during the third quarter. Durable Capital Partners LP now owns 1,945,854 shares of the company’s stock worth $217,430,000 after buying an additional 560,678 shares in the last quarter. Dimensional Fund Advisors LP grew its position in ESAB by 0.9% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,145,744 shares of the company’s stock worth $128,014,000 after acquiring an additional 10,765 shares during the last quarter. DAVENPORT & Co LLC grew its position in ESAB by 10.4% during the 3rd quarter. DAVENPORT & Co LLC now owns 1,011,536 shares of the company’s stock worth $113,029,000 after acquiring an additional 95,294 shares during the last quarter. Cooke & Bieler LP increased its holdings in ESAB by 64.3% in the 3rd quarter. Cooke & Bieler LP now owns 996,533 shares of the company’s stock worth $111,353,000 after purchasing an additional 390,104 shares in the last quarter. Finally, Royce & Associates LP raised its position in ESAB by 27.6% in the third quarter. Royce & Associates LP now owns 785,506 shares of the company’s stock valued at $87,772,000 after purchasing an additional 169,958 shares during the last quarter. Institutional investors and hedge funds own 91.13% of the company’s stock.
Analyst Ratings Changes Several equities analysts have recently issued reports on ESAB shares. Wall Street Zen downgraded shares of ESAB from a “buy” rating to a “hold” rating in a research note on Saturday, March 21st. Weiss Ratings cut shares of ESAB from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 20th. Oppenheimer increased their price objective on ESAB from $142.00 to $148.00 and gave the company an “outperform” rating in a report on Friday, January 23rd. JPMorgan Chase & Co. lifted their target price on ESAB from $130.00 to $153.00 and gave the stock an “overweight” rating in a report on Monday, February 23rd. Finally, Roth Mkm reiterated a “buy” rating and issued a $146.00 price target (down from $150.00) on shares of ESAB in a research report on Tuesday, February 3rd. Seven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $143.56.
Check Out Our Latest Stock Report on ESAB
ESAB Price Performance Shares of NYSE ESAB opened at $96.10 on Tuesday. The firm has a market capitalization of $5.85 billion, a P/E ratio of 25.97, a P/E/G ratio of 1.82 and a beta of 1.36. The firm’s 50-day moving average price is $113.96 and its 200-day moving average price is $114.53. The company has a current ratio of 1.90, a quick ratio of 1.17 and a debt-to-equity ratio of 0.56. ESAB Corporation has a 1-year low of $89.41 and a 1-year high of $137.42.
ESAB (NYSE:ESAB – Get Free Report) last posted its quarterly earnings results on Friday, February 20th. The company reported $1.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.34 by $0.01. The business had revenue of $687.00 million during the quarter, compared to the consensus estimate of $687.80 million. ESAB had a net margin of 7.98% and a return on equity of 15.38%. ESAB’s revenue was up 7.5% compared to the same quarter last year. During the same quarter last year, the firm posted $1.28 EPS. Equities research analysts anticipate that ESAB Corporation will post 5.16 earnings per share for the current fiscal year.
ESAB Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Thursday, April 2nd will be paid a $0.10 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $0.40 annualized dividend and a yield of 0.4%. ESAB’s dividend payout ratio (DPR) is 10.81%.
Insider Buying and Selling In other news, CEO Shyam Kambeyanda sold 59,404 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $123.79, for a total value of $7,353,621.16. Following the completion of the transaction, the chief executive officer directly owned 99,864 shares of the company’s stock, valued at $12,362,164.56. This represents a 37.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Company insiders own 7.30% of the company’s stock.
ESAB Profile (Free Report)
ESAB Corporation is a global leader in welding, cutting and gas control technologies, offering a comprehensive portfolio of equipment, consumables and automation solutions. The company’s products include welding power sources, cutting machines, torches, electrodes, filler metals and gas regulating equipment designed to meet the needs of diverse industries. ESAB serves sectors such as construction, shipbuilding, automotive, energy, infrastructure and manufacturing, providing both standard and customized solutions to enhance productivity and quality in metal fabrication and processing.
Founded in 1904 by Swedish inventor Oscar Kjellberg, ESAB pioneered the development of coated welding electrodes, laying the groundwork for modern welding practices.
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Esab (ESAB - Free Report) shares rallied 8.8% in the last trading session to close at $102.95. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 12.2% loss over the past four weeks.
ESAB Corporation recently announced the appointment of R. Brent Jones as Chief Financial Officer, effective early May 2026. The company also expressed confidence in achieving the lower end of its core organic sales growth outlook, with multiple avenues to reach the upper end despite ongoing geopolitical uncertainty.
ESAB also reaffirmed its previously issued 2026 guidance of core revenue between $2.85 billion and $2.95 billion, core adjusted EBITDA of $575 million to $595 million, and core adjusted EPS at $5.70-$5.90.
Shares of ESAB gained supported by a broader market rally following a U.S.-Iran ceasefire that eased industrial risk concerns. Expectations of post-war rebuilding and investment in the Middle East are seen as potential tailwinds for ESAB, which has a manufacturing presence in the region.
This maker of welding and cutting equipment is expected to post quarterly earnings of $1.37 per share in its upcoming report, which represents a year-over-year change of +9.6%. Revenues are expected to be $715.3 million, up 10.6% from the year-ago quarter.
While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For Esab, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on ESAB going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Esab is part of the Zacks Metal Products - Procurement and Fabrication industry. TriMas (TRS - Free Report) , another stock in the same industry, closed the last trading session 4.8% higher at $37.91. TRS has returned -5.1% in the past month.
TriMas' consensus EPS estimate for the upcoming report has changed -21.5% over the past month to $0.18. Compared to the company's year-ago EPS, this represents a change of -60.9%. TriMas currently boasts a Zacks Rank of #5 (Strong Sell).
The Zacks Metal Products - Procurement and Fabrication industry's prospects look bleak in the near term but ESAB and CENX seem poised to tide the challenges.
Esab (ESAB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Esab (ESAB - Free Report) came out with quarterly earnings of $1.31 per share, missing the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.25 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -0.61%. A quarter ago, it was expected that this maker of welding and cutting equipment would post earnings of $1.34 per share when it actually produced earnings of $1.35, delivering a surprise of +0.75%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Esab, which belongs to the Zacks Metal Products - Procurement and Fabrication industry, posted revenues of $714.5 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.86%. This compares to year-ago revenues of $646.9 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Esab shares have lost about 9.1% since the beginning of the year versus the S&P 500's gain of 7.6%.
What's Next for Esab?While Esab has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Esab was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.51 on $741.15 million in revenues for the coming quarter and $5.82 on $2.93 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Metal Products - Procurement and Fabrication is currently in the top 12% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Research Solutions Inc. (RSSS - Free Report) , another stock in the broader Zacks Industrial Products sector, has yet to report results for the quarter ended March 2026.
This company is expected to post quarterly earnings of $0.04 per share in its upcoming report, which represents a year-over-year change of +33.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Research Solutions Inc.'s revenues are expected to be $12.48 million, down 1.4% from the year-ago quarter.
NORTH BETHESDA, Md.--(BUSINESS WIRE)--ESAB Corporation (“ESAB” or the “Company”) (NYSE: ESAB), a focused premier industrial compounder, announced today that its Board of Directors has declared an increased quarterly cash dividend of $0.12 per share of the Company’s common stock. The dividend is payable on July 17, 2026 to shareholders of record as of July 3, 2026.
“We are pleased to announce an increase in our quarterly dividend from $0.10 to $0.12 per share, reflecting our continued confidence in ESAB’s strong cash generation and balanced capital allocation strategy,” said Shyam P. Kambeyanda, President and Chief Executive Officer of ESAB Corporation. “This increase underscores our ongoing commitment to returning value to our stockholders while continuing to invest for long-term growth.”
About ESAB Corporation
Founded in 1904, ESAB Corporation (NYSE: ESAB) is a focused premier industrial compounder. The Company’s rich history of innovative products, workflow solutions and business system, EBXai, enables its purpose of Shaping the world we imagineTM. ESAB Corporation is based in North Bethesda, Maryland and employs approximately 10,300 associates and serves customers in approximately 150 countries. To learn more, visit www.ESABcorporation.com.
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COLUMBIA, S.C.--(BUSINESS WIRE)--The South Carolina Supreme Court has issued a major decision in Tibbs v. Asbestos Corp. Limited, allowing continuation of claims seeking to hold Cape Intermediate Holdings Limited liable for sales of raw asbestos. This holding clears the way for the continuation of a trial whereby the court-appointed receiver is seeking to hold ESAB Corp. (NYSE: ESAB) responsible for asbestos liabilities through veil-piercing theories tied to Cape Intermediate Holdings. “Cape As.
