Korea Investment Adds $13M in Linde plc ($LIN)

Korea Investment has increased its stake in Linde plc (NasdaqGS:LIN) by 6.8%, according to its latest 13F filing with the SEC. The investment firm added 24,401 shares during the reporting period, bringing its total holdings to 381,256 shares, valued at approximately $199.6 million.

What Changed in Korea Investment's Linde plc Position

Korea Investment boosted its position in Linde plc from 356,855 shares to 381,256 shares, representing an increase of 24,401 shares or 6.8%. The total value of this stake is now about $199.6 million, indicating a notable rise in its investment in the specialty chemicals company.

Other Institutional Activity in Linde plc

Several other major institutional investors also made changes to their Linde holdings. BlackRock, Inc. reduced its position by 273,235 shares, ending with 36,872,272 shares valued at approximately $18.28 billion. Vanguard Capital Management LLC initiated a position with 30,233,070 shares worth about $14.99 billion. State Street Corp added 268,336 shares to its holdings, bringing its total to 19,625,129 shares valued at $9.73 billion. Capital Research Global Investors significantly increased its stake by 5,924,340 shares, now holding 16,051,934 shares valued at around $7.96 billion.

Linde plc Stock Snapshot

Shares of Linde plc trade near $523.57. The company has a market cap of $242.1 billion and a P/E ratio of 34.7, with a forward P/E of 26.6. Its beta is 0.732, indicating relatively low volatility compared to the market. The stock's 52-week range is between $387.78 and $525.82, with a 50-day moving average of $504.49 and a 200-day moving average of $466.73.

Recent Earnings

Linde plc reported revenue of $34.65 billion with a growth rate of 8.2%. The company's net margin stands at 20.4%, and its return on equity is 18.2%. The next earnings report is scheduled for May 1, 2026.

Dividend

Linde offers an annual dividend rate of $6.40, resulting in a yield of 1.22%. The company's dividend payout ratio is 40.45%.

Insider Buying and Selling at Linde plc

Recent insider activity at Linde plc includes several transactions by Stefan Innocenzi, SVP of Linde Engineering, who sold 2,062 shares at $507.90 on June 8, 2026, while also executing a buy of 4,035 shares on the same day. Robert Wood sold 4,335 shares at $506.39 on May 15, 2026, and 880 shares at $508.76 on May 14, 2026.

Analysts Set New Price Targets

On May 5, 2026, RBC Capital maintained its 'buy' rating for Linde with a $570 price target. JP Morgan also maintained a 'buy' rating on May 4, 2026, with a target of $530. Citigroup reiterated its 'buy' stance on the same day, setting a target of $585. Overall, the consensus recommendation for Linde is a 'buy', with an average target price of $545.44 based on 25 analyst opinions.

About Linde plc

Linde plc is a global leader in industrial gases, providing essential products such as oxygen, nitrogen, and hydrogen to various industries including healthcare and manufacturing. Headquartered in Woking, United Kingdom, the company is led by CEO Mr. Sanjiv Lamba and employs over 65,000 people worldwide. Linde designs and constructs plants for gas processing and serves customers in regions like the United States, China, and Europe.

Bottom Line

Korea Investment's increase in its Linde plc holdings demonstrates continued confidence in the company's growth prospects in the specialty chemicals sector. Investors keep a close watch on such 13F filings to gauge institutional sentiment, though these reports are backward-looking and may not reflect current positions. Linde's strong market position and consistent analyst support underline its attractiveness in the industry.