Market Cap
$4.2B
ESAB
ESAB Corp
$68.77 ▲ +2.47%
Prev close $67.11Market cap$4.2B
ConsensusStrong Buy
12-mo target$126.91 (+84.5%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)30 New Institutional Positions19 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on ESAB right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$3.9B
Inst. Activity
30 buys / 19 sells
Insider Activity
$0.00 buy / $95.0K sell
Insider Net $
-$95.0K
SEC Reports
6
Price chart 30d -7.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Teirlinck Didier P was granted 200 shares
Director
Sep 30, 2026 Insider
LUTZ ROBERT S was granted 494 shares
Director
Sep 28, 2026 short_volume
Aug 21, 2026 SEC Short Volume: ESAB — 57.6% short (0.3M / 0.5M)
Short: 306,926 | Exempt: 0 | TRF Vol: 533,205 | Short Ratio: 57.6% | Off-exchange volume (dark pool
ESAB saw a mixed institutional cluster in Q2 2026, with 15 buyers accumulating $337.9M (net +$222.2M) led by Capital Gro
INST-CLUSTER — Impact 4/10
Director Rhonda L. Jordan filed a Form 144 notice of intent to sell 1,000 shares of ESAB common stock, valued at approxi
144 — Impact 2/10
Aug 7, 2026 Insider
Jordan Rhonda L acquired via exercise 1,000 shares
Director @ $33.33 ($33.3K)
Jun 30, 2026 Inst.
FIL Ltd — ADD
2,341,633 shares ($231.0M)
Jun 30, 2026 Inst.
Capital Research Global Investors — DOUBLED
1,862,770 shares ($183.7M)
Analyst ratings buy % -5.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
83% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Roth Capital | REITERATE | Buy | 56% |
| Aug 11, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 21, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 20, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 7, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| Jun 16, 2026 | DA Davidson | INITIATE | Buy | 53% |
| Apr 16, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Apr 10, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 8, 2026 | Stifel | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 8 | 3 | 0 | 0 | 83% | |
| Aug 1, 2026 | 7 | 8 | 2 | 0 | 0 | 88% | |
| Jul 1, 2026 | 7 | 8 | 2 | 0 | 0 | 88% | |
| Jun 1, 2026 | 7 | 7 | 2 | 0 | 0 | 88% | |
| May 1, 2026 | 7 | 7 | 2 | 0 | 0 | 88% | |
| Apr 1, 2026 | 7 | 7 | 2 | 0 | 0 | 88% | |
| Mar 1, 2026 | 7 | 7 | 2 | 0 | 0 | 88% | |
| Feb 1, 2026 | 7 | 7 | 3 | 0 | 0 | 82% |
Price targets
Where 11 covering analysts think ESAB trades over the next 12 months.
$126.91 +84.5% upside Strong Buy
Current$68.77 Low$100.00 Median$128.00 High$145.00 11 analysts
$100.00$145.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 5 neutral · avg impact 3.2/10.
MIXEDINST-CLUSTER4/10
ESAB saw a mixed institutional cluster in Q2 2026, with 15 buyers accumulating $337.9M (net +$222.2M
Aug 21, 2026
NEUTRAL1442/10
Director Rhonda L. Jordan filed a Form 144 notice of intent to sell 1,000 shares of ESAB common stoc
Aug 7, 2026
NEUTRAL8-K5/10
ESAB Corporation completed its acquisition of Eddyfi Holding Inc. and concurrently issued 175,000 sh
Jun 2, 2026
NEUTRAL32/10
R. Brent Jones filed a Form 3 initial statement of beneficial ownership with the SEC, disclosing his
May 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
short_volume
Short Volume: ESAB — 57.6% short (0.3M / 0.5M)
Short: 306,926 | Exempt: 0 | TRF Vol: 533,205 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: ESAB — 1.0M shares, 27,460 trades
Week starting 2026-09-07. Total ATS volume: 963,638 shares across 27,460 trades.
Aug 31, 2026
dark_pool
Dark Pool: ESAB — 1.2M shares, 33,220 trades
Week starting 2026-08-31. Total ATS volume: 1,225,152 shares across 33,220 trades.
Aug 24, 2026
dark_pool
Dark Pool: ESAB — 0.9M shares, 25,269 trades
Week starting 2026-08-24. Total ATS volume: 875,568 shares across 25,269 trades.
Aug 17, 2026
dark_pool
Dark Pool: ESAB — 1.7M shares, 36,164 trades
Week starting 2026-08-17. Total ATS volume: 1,729,051 shares across 36,164 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.35 | $1.24–$1.44 | 2.2% | +0.2% | 0↑ 5↓ | $0.8B | 10 |
| Next Q | $1.46 | $1.38–$1.57 | 7.9% | -0.4% | 0↑ 5↓ | $0.8B | 10 |
| Current FY | $5.45 | $5.37–$5.48 | 3.3% | -0.2% | 0↑ 6↓ | $3.1B | 11 |
| Next FY | $6.48 | $6.23–$7.19 | 19.0% | -0.7% | 2↑ 4↓ | $3.4B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.349 | — |
| 7d ago | $1.341 | +0.008 |
| 30d ago | $1.347 | +0.002 |
| 60d ago | $1.468 | -0.119 |
| 90d ago | $1.469 | -0.120 |
Institutional ownership
Which big funds own ESAB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.9B total value (39,313,116 shares) as of 2026-Q2. Top holders: BlackRock,, Invesco, VANGUARD. Net buying activity: 30 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,318,185 | $524.5M | 13.5% | — |
| Invesco Ltd. | 2,770,472 | $273.3M | 7.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,609,497 | $257.4M | 6.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,475,282 | $244.1M | 6.3% | — |
| FIL Ltd | 2,341,633 | $231.0M | 6.0% | ADD +67.9% |
| Capital Research Global Investors | 1,862,770 | $183.7M | 4.7% | DOUBLED +201.2% |
| STATE STREET CORP | 1,823,249 | $179.8M | 4.6% | — |
| Neuberger Berman Group LLC | 1,540,251 | $151.9M | 3.9% | — |
| FMR LLC | 1,539,732 | $151.9M | 3.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,456,101 | $143.6M | 3.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIL Ltd | ADD | 1,394,727 | 2,341,633 | +67.9% | $231.0M |
| Capital Research Global Investors | DOUBLED | 618,502 | 1,862,770 | +201.2% | $183.7M |
| NORGES BANK | NEW | — | 677,260 | — | $66.8M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 301,883 | 503,632 | +66.8% | $49.7M |
| Boston Partners | ADD | 230,199 | 368,180 | +59.9% | $36.0M |
| BNP Paribas Asset Management Holding S.A. | ADD | 282,896 | 358,323 | +26.7% | $35.3M |
| MORGAN STANLEY | TRIM | 492,494 | 352,497 | -28.4% | $34.8M |
| FIRST TRUST ADVISORS LP | ADD | 203,089 | 337,277 | +66.1% | $33.3M |
| UBS Group AG | ADD | 213,966 | 333,279 | +55.8% | $32.9M |
| GOLDMAN SACHS GROUP INC | ADD | 198,145 | 295,985 | +49.4% | $29.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$95.0K — $0.00 bought, $95.0K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Teirlinck Didier P | Director | AWARD | 200 | — | — |
| Sep 30, 2026 | LUTZ ROBERT S | Director | AWARD | 494 | — | — |
| Aug 7, 2026 | Jordan Rhonda L | Director | EXERCISE | 1,000 | $33.33 | $33.3K |
| Aug 7, 2026 | Jordan Rhonda L | Director | SELL | 1,000 | $95.00 | $95.0K |
| Jul 15, 2026 | Bhagwakar Ranjana N | EVP, Business Operations | AWARD | 15,777 | — | — |
| Jul 1, 2026 | Bhagwakar Ranjana N | EVP, Business Operations | AWARD | 9,048 | — | — |
| Jul 1, 2026 | Bhagwakar Ranjana N | EVP, Business Operations | AWARD | 7,056 | — | — |
| Jul 1, 2026 | Bhagwakar Ranjana N | EVP, Business Operations | AWARD | 58,056 | — | — |
| Jun 30, 2026 | LUTZ ROBERT S | Director | AWARD | 330 | — | — |
| Jun 30, 2026 | Teirlinck Didier P | Director | AWARD | 134 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ESAB.
Shares short
4,727,607
Settlement Sep 15, 2026
Change vs prior
-8.8%
Semi-monthly cycle
Days to cover
5.6
At avg daily volume
Of shares outstanding
≈7.6%
Estimate — not % of float
All ESAB filing & press-release reports (6)
- INST-CLUSTER reportAug 21, 2026
- 144 reportAug 7, 2026
- 8-K reportJun 2, 2026
- 3 reportMay 11, 2026
- 8-K reportApr 2, 2026
- DEFA14A reportMar 27, 2026