ESAB Corporation $ESAB Stock Position Increased by Van Berkom & Associates Inc.

Posted by George Bondi on Nov 10th, 2026

Van Berkom & Associates Inc. grew its holdings in ESAB Corporation (NYSE:ESAB – Free Report) by 24.4% during the 3rd quarter, Holdings Channel reports. The fund owned 821,499 shares of the company’s stock after purchasing an additional 161,317 shares during the period. Van Berkom & Associates Inc.’s holdings in ESAB were worth $54,120,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in ESAB. Kestra Investment Management LLC increased its stake in shares of ESAB by 22.8% in the third quarter. Kestra Investment Management LLC now owns 18,672 shares of the company’s stock worth $1,230,000 after acquiring an additional 3,470 shares during the period. Retirement Systems of Alabama lifted its position in ESAB by 1.2% during the third quarter. Retirement Systems of Alabama now owns 95,175 shares of the company’s stock valued at $6,270,000 after purchasing an additional 1,084 shares during the period. Fulcrum Asset Management LLP acquired a new position in ESAB during the third quarter valued at $246,000. Allspring Global Investments Holdings LLC boosted its holdings in ESAB by 7.7% in the third quarter. Allspring Global Investments Holdings LLC now owns 96,063 shares of the company’s stock valued at $6,447,000 after purchasing an additional 6,831 shares during the last quarter. Finally, CenterBook Partners LP purchased a new stake in ESAB in the third quarter valued at $382,000. 91.13% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Stifel Nicolaus set a $114.00 price target on ESAB in a research report on Monday, October 19th. Oppenheimer decreased their price objective on ESAB from $135.00 to $110.00 and set an “outperform” rating for the company in a report on Wednesday, October 21st. Weiss Ratings reissued a “hold (c-)” rating on shares of ESAB in a report on Wednesday, November 4th. Roth Capital restated a “buy” rating and issued a $133.00 target price (down from $151.00) on shares of ESAB in a research note on Tuesday, September 15th. Finally, UBS Group dropped their target price on ESAB from $145.00 to $115.00 and set a “buy” rating on the stock in a report on Thursday, November 5th. Seven research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, ESAB currently has an average rating of “Moderate Buy” and an average price target of $118.14.

Read Our Latest Report on ESAB

ESAB Stock Up 8.6%

ESAB stock opened at $89.93 on Tuesday. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.92 and a quick ratio of 1.22. The stock has a market capitalization of $5.59 billion, a PE ratio of 14.81, a price-to-earnings-growth ratio of 1.27 and a beta of 1.17. The business has a 50 day simple moving average of $70.19 and a 200-day simple moving average of $92.38. ESAB Corporation has a 12 month low of $62.74 and a 12 month high of $137.42.

ESAB (NYSE:ESAB – Get Free Report) last announced its earnings results on Wednesday, November 4th. The company reported $1.30 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.33 by ($0.03). ESAB had a net margin of 5.05% and a return on equity of 14.17%. The business had revenue of $824.52 million for the quarter, compared to analysts’ expectations of $786.68 million. During the same quarter last year, the business earned $1.32 EPS. The company’s quarterly revenue was up 13.3% on a year-over-year basis. On average, analysts anticipate that ESAB Corporation will post 5.34 EPS for the current fiscal year.

ESAB Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, October 16th. Investors of record on Friday, October 2nd were issued a $0.12 dividend. This represents a $0.48 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Friday, October 2nd. ESAB’s payout ratio is presently 19.43%.

Insiders Place Their Bets

In other ESAB news, Director Rhonda L. Jordan sold 3,733 shares of the company’s stock in a transaction on Thursday, November 5th. The shares were sold at an average price of $78.86, for a total transaction of $294,384.38. Following the completion of the transaction, the director directly owned 3,733 shares in the company, valued at approximately $294,384.38. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 7.20% of the company’s stock.

ESAB Company Profile

(Free Report)

ESAB Corporation (NYSE: ESAB) develops and supplies equipment, consumables and digital solutions for welding and cutting. Its products include welding power sources, filler metals, automated welding systems, plasma and gas cutting equipment, and gas control products used in manufacturing, construction, energy and other industrial markets.

The company serves customers around the world through a network of manufacturing, sales and distribution operations. Its brands include ESAB and Victor, and its offerings also cover software and services that support welding and cutting workflows.

ESAB traces its origins to 1904, when Swedish engineer Oscar Kjellberg founded the company and developed a coated welding electrode.