ESAB
ESAB Corp
$87.92
-0.03%
$5.4B
No data for this timeframe.
Vol
Market Cap$5.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders9 funds
Inst. Value$965.0M
Inst. Activity2 buys / 2 sells
SEC Reports4
Exchange NYSE·Sector General Industrial Machinery & Equipment, NEC·Inc. DE·CIK 0001877322·Prev Close $87.95
Recent Activity
Jun 2, 2026
SEC
ESAB Corporation completed its acquisition of Eddyfi Holding Inc. and concurrently issued 175,000 shares of 6.50% Series
8-K — Impact 5/10
Jun 1, 2026
Insider
RALES MITCHELL P sold 100,000 shares
Director @ $1,000.00 ($100.0M)
Jun 1, 2026
Insider
RALES MITCHELL P sold 70,686 shares
Director @ $0.00 ($0.00)
Jun 1, 2026
Insider
Vinnakota Rajiv sold 637 shares
Director @ $0.00 ($0.00)
May 18, 2026
dark_pool
Dark Pool: ESAB — 0.8M shares, 20,901 trades
Week starting 2026-05-18. Total ATS volume: 830,238 shares across 20,901 trades.
May 11, 2026
SEC
R. Brent Jones filed a Form 3 initial statement of beneficial ownership with the SEC, disclosing his appointment as EVP
3 — Impact 2/10
Apr 2, 2026
SEC
ESAB Corp announced the appointment of R. Brent Jones as CFO effective early May 2026, replacing Kevin Johnson and Chief
8-K — Impact 4/10
Inst.
NORGES BANK — NEW
767,028 shares ($85.7M)
Price Targets
$136.00
+53.7% upside
Strong Buy
Current $88.48
Low $117.00
Median $140.00
High $154.00
9 analysts
$117.00
$154.00
Analyst Ratings
7Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 16, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Apr 10, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Apr 8, 2026 | Stifel | MAINTAIN | Buy → Buy |
| Feb 23, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Feb 23, 2026 | Stifel | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.43 ▼ -4.4% | $1.43 — $1.43 | 5% YoY | 1 |
| Next Q | $1.51 ▲ +3.4% | $1.51 — $1.51 | 14% YoY | 1 |
| Current FY | $5.78 | $5.68 — $5.88 | 10% YoY | 2 |
| Next FY | $7.07 ▲ +10.2% | $6.65 — $7.49 | 22% YoY | 2 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $604.0M | — |
| FMR LLC | $141.0M | — |
| NORGES BANK | $85.7M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $54.9M | NEW |
| MORGAN STANLEY | $37.8M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | RALES MITCHELL | A | $100.0M |
| Jun 1, 2026 | RALES MITCHELL | J | $0.00 |
| Jun 1, 2026 | Vinnakota Rajiv | M | $0.00 |
| Jun 1, 2026 | Cummings Melissa | M | $0.00 |
| Jun 1, 2026 | RALES MITCHELL | G | $0.00 |
9 institutional holders with $965.0M total value (8,637,617 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,406,425 | $604.0M | 62.6% | — |
| 2 | FMR LLC | 1,262,444 | $141.0M | 14.6% | — |
| 3 | NORGES BANK | 767,028 | $85.7M | 8.9% | NEW |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 491,531 | $54.9M | 5.7% | NEW |
| 5 | MORGAN STANLEY | 338,042 | $37.8M | 3.9% | — |
| 6 | BANK OF AMERICA CORP /DE/ | 170,806 | $19.1M | 2.0% | TRIM -30.7% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 84,300 | $9.4M | 1.0% | DOUBLED +311.2% |
| 8 | TWO SIGMA INVESTMENTS, LP | 63,468 | $7.1M | 0.7% | TRIM -54.9% |
| 9 | WELLS FARGO & COMPANY/MN | 53,573 | $6.0M | 0.6% | TRIM -28.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 767,028 | — | $85.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 246,439 | 170,806 | -30.7% | $19.1M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 20,500 | 84,300 | +311.2% | $9.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 140,880 | 63,468 | -54.9% | $7.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 184,303 | 246,439 | +33.7% | $27.5M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 86,594 | 140,880 | +62.7% | $15.7M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 82,332 | 59,178 | -28.1% | $6.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 35,400 | 20,500 | -42.1% | $2.3M | 2025-Q3 |
| NORGES BANK | EXIT | 695,266 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 695,266 | — | $83.8M | 2025-Q2 |
| UBS Group AG | TRIM | 253,095 | 162,836 | -35.7% | $19.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 36,999 | 86,594 | +134.0% | $10.4M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 35,400 | — | $4.3M | 2025-Q2 |
| UBS Group AG | ADD | 183,383 | 253,095 | +38.0% | $29.5M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 51,930 | 36,999 | -28.8% | $4.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 19,500 | 5,600 | -71.3% | $652.4K | 2025-Q1 |
| NORGES BANK | EXIT | 677,000 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 54,600 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | NEW | — | 677,000 | — | $81.2M | 2024-Q4 |
| UBS Group AG | DOUBLED | 41,224 | 183,383 | +344.8% | $22.0M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 140,800 | 54,600 | -61.2% | $6.5M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 32,493 | 19,500 | -40.0% | $2.3M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 517,321 | — | $55.0M | 2024-Q3 |
15 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | RALES MITCHELL P | Director | A | 100,000 | $1,000.00 | $100.0M |
| Jun 1, 2026 | RALES MITCHELL P | Director | J | 70,686 | $0.00 | $0.00 |
| Jun 1, 2026 | Vinnakota Rajiv | Director | M | 637 | $0.00 | $0.00 |
| Jun 1, 2026 | Cummings Melissa | Director | M | 637 | $0.00 | $0.00 |
| Jun 1, 2026 | RALES MITCHELL P | Director | G | 111,346 | $0.00 | $0.00 |
| Jun 1, 2026 | Vinnakota Rajiv | Director | M | 637 | $0.00 | $0.00 |
| Jun 1, 2026 | Cummings Melissa | Director | M | 637 | $0.00 | $0.00 |
| May 12, 2026 | Biebuyck Olivier | President, Fab Tech | M | 2,362 | $0.00 | $0.00 |
| May 12, 2026 | Biebuyck Olivier | President, Fab Tech | F | 1,184 | $94.20 | $111.5K |
| May 12, 2026 | Biebuyck Olivier | President, Fab Tech | M | 2,362 | $0.00 | $0.00 |
| May 12, 2026 | Campion Michele | Chief Human Resources Officer | M | 1,835 | $0.00 | $0.00 |
| May 12, 2026 | Campion Michele | Chief Human Resources Officer | F | 902 | $94.20 | $85.0K |
| May 12, 2026 | Campion Michele | Chief Human Resources Officer | M | 1,835 | $0.00 | $0.00 |
| May 12, 2026 | Kambeyanda Shyam | President and CEO | M | 10,796 | $0.00 | $0.00 |
| May 12, 2026 | Kambeyanda Shyam | President and CEO | F | 5,053 | $94.20 | $476.0K |
| May 12, 2026 | Kambeyanda Shyam | President and CEO | M | 10,796 | $0.00 | $0.00 |
| May 12, 2026 | Jewell Curtis E | SVP, General Counsel | F | 894 | $94.20 | $84.2K |
| May 12, 2026 | Jewell Curtis E | SVP, General Counsel | M | 1,822 | $0.00 | $0.00 |
| May 12, 2026 | Jewell Curtis E | SVP, General Counsel | M | 1,822 | $0.00 | $0.00 |
| May 8, 2026 | Vinnakota Rajiv | Director | A | 813 | $0.00 | $0.00 |
| May 8, 2026 | Phillipps Stephanie M | Director | A | 2,647 | $0.00 | $0.00 |
| May 8, 2026 | LUTZ ROBERT S | Director | A | 2,647 | $0.00 | $0.00 |
| May 8, 2026 | LUTZ ROBERT S | Director | A | 813 | $0.00 | $0.00 |
| May 8, 2026 | Jordan Rhonda L | Director | A | 2,647 | $0.00 | $0.00 |
| May 8, 2026 | Cummings Melissa | Director | A | 813 | $0.00 | $0.00 |
| May 8, 2026 | Jordan Rhonda L | Director | A | 813 | $0.00 | $0.00 |
| May 8, 2026 | Teirlinck Didier P | Director | A | 2,647 | $0.00 | $0.00 |
| May 8, 2026 | Teirlinck Didier P | Director | A | 407 | $0.00 | $0.00 |
| May 8, 2026 | Teirlinck Didier P | Director | A | 406 | $0.00 | $0.00 |
| May 8, 2026 | Vinnakota Rajiv | Director | A | 2,647 | $0.00 | $0.00 |
| May 8, 2026 | Cummings Melissa | Director | A | 2,647 | $0.00 | $0.00 |
| May 8, 2026 | Phillipps Stephanie M | Director | A | 813 | $0.00 | $0.00 |
| May 8, 2026 | Martin Sebastien | Director | A | 2,647 | $0.00 | $0.00 |
| May 8, 2026 | Martin Sebastien | Director | A | 813 | $0.00 | $0.00 |
| May 8, 2026 | RALES MITCHELL P | Director | A | 813 | $0.00 | $0.00 |
| May 8, 2026 | RALES MITCHELL P | Director | A | 2,647 | $0.00 | $0.00 |
| May 7, 2026 | Jones R. Brent | EVP, Chief Financial Officer | A | 33,978 | $0.00 | $0.00 |
| May 7, 2026 | Jones R. Brent | EVP, Chief Financial Officer | A | 14,210 | $0.00 | $0.00 |
| Apr 1, 2026 | Han Julie | Controller, PAO | A | 1,003 | $0.00 | $0.00 |
| Mar 31, 2026 | LUTZ ROBERT S | Director | A | 304 | $0.00 | $0.00 |
| Mar 31, 2026 | Teirlinck Didier P | Director | A | 123 | $0.00 | $0.00 |
| Mar 31, 2026 | ALLENDER PATRICK W | Director | A | 246 | $0.00 | $0.00 |
| Mar 31, 2026 | RALES MITCHELL P | Director | A | 570 | $0.00 | $0.00 |
| Mar 9, 2026 | Biebuyck Olivier | President, Fab Tech | M | 1,408 | $0.00 | $0.00 |
| Mar 9, 2026 | Biebuyck Olivier | President, Fab Tech | A | 5,320 | $0.00 | $0.00 |
| Mar 9, 2026 | Biebuyck Olivier | President, Fab Tech | F | 662 | $107.02 | $70.8K |
| Mar 9, 2026 | Biebuyck Olivier | President, Fab Tech | M | 1,408 | $0.00 | $0.00 |
| Mar 9, 2026 | Jewell Curtis E | SVP, General Counsel | M | 951 | $0.00 | $0.00 |
| Mar 9, 2026 | Jewell Curtis E | SVP, General Counsel | A | 3,592 | $0.00 | $0.00 |
| Mar 9, 2026 | Jewell Curtis E | SVP, General Counsel | F | 449 | $107.02 | $48.1K |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 3.3/10.
NEUTRAL
8-K
5/10
ESAB Corporation completed its acquisition of Eddyfi Holding Inc. and concurrently issued 175,000 sh
Jun 2, 2026
NEUTRAL
3
2/10
R. Brent Jones filed a Form 3 initial statement of beneficial ownership with the SEC, disclosing his
May 11, 2026
NEUTRAL
8-K
4/10
ESAB Corp announced the appointment of R. Brent Jones as CFO effective early May 2026, replacing Kev
Apr 2, 2026
NEUTRAL
DEFA14A
2/10
ESAB Corp filed a definitive proxy statement for its 2026 annual meeting. The filing is routine and
Mar 27, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (88% buy). Based on 16 analysts: 7 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$136.00 mean target
+53.7% upside
Strong Buy (1.22)
$117.00 Low
$154.00 High
| Metric | Value |
|---|---|
| Current Price | $88.48 |
| Target Low | $117.00 |
| Target Mean | $136.00 |
| Target Median | $140.00 |
| Target High | $154.00 |
| # Analysts | 9 |
| Recommendation | Strong Buy (1.22) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.43 | $1.43 | $1.43 | 5.1% | -4.4% | 1↑ 7↓ | $0.8B | 11.0% | 1 |
| Next Q 2026-09-30 |
$1.51 | $1.51 | $1.51 | 14.4% | +3.4% | 5↑ 1↓ | $0.8B | 16.5% | 1 |
| Current FY 2026-12-31 |
$5.78 | $5.68 | $5.88 | 9.7% | +0.1% | 2↑ 4↓ | $3.1B | 13.6% | 2 |
| Next FY 2027-12-31 |
$7.07 | $6.65 | $7.49 | 22.3% | +10.2% | 4↑ 2↓ | $3.4B | 9.5% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.430 | |
| 7d ago | $1.453 | -0.023 |
| 30d ago | $1.496 | -0.066 |
| 60d ago | $1.509 | -0.079 |
| 90d ago | $1.492 | -0.062 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 16, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Apr 10, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 8, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Feb 23, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 23, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Feb 3, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 3, 2026 | Roth Capital | REITERATE | Buy | Buy |
| Jan 23, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 23, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Jan 14, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Dec 16, 2025 | Stifel | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 7 | 7 | 2 | 0 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
dark_pool
Dark Pool: ESAB — 0.8M shares, 20,901 trades
Week starting 2026-05-18. Total ATS volume: 830,238 shares across 20,901 trades.
May 11, 2026
dark_pool
Dark Pool: ESAB — 0.9M shares, 22,902 trades
Week starting 2026-05-11. Total ATS volume: 905,887 shares across 22,902 trades.
May 7, 2026
earnings_calendar
ESAB Q1 2026 Earnings Scheduled — 2026-05-07
May 4, 2026
dark_pool
Dark Pool: ESAB — 0.9M shares, 27,540 trades
Week starting 2026-05-04. Total ATS volume: 924,999 shares across 27,540 trades.
Apr 27, 2026
dark_pool
Dark Pool: ESAB — 0.9M shares, 25,074 trades
Week starting 2026-04-27. Total ATS volume: 918,203 shares across 25,074 trades.
Apr 20, 2026
dark_pool
Dark Pool: ESAB — 1.3M shares, 24,511 trades
Week starting 2026-04-20. Total ATS volume: 1,275,841 shares across 24,511 trades.
Apr 13, 2026
dark_pool
Dark Pool: ESAB — 1.2M shares, 28,511 trades
Week starting 2026-04-13. Total ATS volume: 1,188,843 shares across 28,511 trades.
Apr 8, 2026
short_volume
Short Volume: ESAB — 66.9% short (0.3M / 0.5M)
Short: 337,141 | Exempt: 0 | TRF Vol: 503,605 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: ESAB — 1.3M shares, 31,129 trades
Week starting 2026-04-06. Total ATS volume: 1,349,028 shares across 31,129 trades.
Mar 30, 2026
dark_pool
Dark Pool: ESAB — 1.2M shares, 24,511 trades
Week starting 2026-03-30. Total ATS volume: 1,223,960 shares across 24,511 trades.
Mar 23, 2026
dark_pool
Dark Pool: ESAB — 1.3M shares, 26,642 trades
Week starting 2026-03-23. Total ATS volume: 1,267,462 shares across 26,642 trades.
Mar 16, 2026
dark_pool
Dark Pool: ESAB — 1.2M shares, 23,123 trades
Week starting 2026-03-16. Total ATS volume: 1,184,594 shares across 23,123 trades.
Mar 12, 2026
Enforcement
HSR Early Termination: ESAB Corporation; Eddyfi Holding Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving ESAB Corporation; Eddyfi Holding Inc..
Mar 9, 2026
dark_pool
Dark Pool: ESAB — 0.8M shares, 21,643 trades
Week starting 2026-03-09. Total ATS volume: 834,898 shares across 21,643 trades.
Mar 2, 2026
dark_pool
Dark Pool: ESAB — 0.6M shares, 16,652 trades
Week starting 2026-03-02. Total ATS volume: 615,300 shares across 16,652 trades.
Feb 23, 2026
dark_pool
Dark Pool: ESAB — 0.7M shares, 21,185 trades
Week starting 2026-02-23. Total ATS volume: 694,653 shares across 21,185 trades.