LINDE PLC
At today's price, LINDE PLC (LIN) is priced for +21.4% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Linde is the world's largest industrial-gas company, and its economics rest on long-term on-site supply contracts that the 10-K describes as ⟦"long-term supply arrangements which generally require the customer to purchase their requirements from Linde"⟧ with minimum purchase and price-escalation terms, the structural source of its pricing power. • The defining risk is the price itself: the stock trades at roughly 28 times company-wide operating income, at the very top of its peer distribution
Is LIN overvalued? See what's priced in →
2,218 institutional managers reported holding LIN in 13F filings for the quarter ended 2026-03-31. Together they hold about 80% of the company; the top 10 hold 37%. 278 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 7.6M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LIN has cut its share count 10.6% over the past five years, spending $21.63B on repurchases. It pays a dividend, and has paid one every year in our records (8 and counting), raised 6 years straight; the current rate is $6.00 a share annually. Cash returned over the past three years: $7.44B in dividends and $12.13B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at LIN over the trailing three years: 2024: 1 buy totaling $44k; 2025: 1 buy totaling $1000k. 22 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LIN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | +0.1% | -4.2% |
| 2023-10-27 | +1.7% | +10.8% |
| 2024-02-29 | +0.9% | -6.5% |
| 2024-05-03 | -4.3% | +2.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LIN's latest 8-K filings: 2026-05-13 (items 8.01, 9.01); 2026-05-01 (items 2.02, 9.01); 2026-02-05 (items 2.02, 9.01); 2025-12-03 (items 1.01, 2.03, 9.01); 2025-11-20 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.