ESAB

ESAB Corp

NYSE · General Industrial Machinery & Equipment, NEC · Inc. DE · CIK 0001877322
$91.57 +2.71% $5.6B
20 New Institutional Positions14 Institutional Exits
Vol
Market Cap$5.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders50 funds
Inst. Value$2.7B
Inst. Activity20 buys / 14 sells
SEC Reports4
Exchange NYSE·Sector General Industrial Machinery & Equipment, NEC·Inc. DE·CIK 0001877322·Prev Close $89.15

Recent Activity

Jun 11, 2026 short_volume
Short Volume: ESAB — 76.5% short (0.4M / 0.5M)
Short: 396,871 | Exempt: 0 | TRF Vol: 519,114 | Short Ratio: 76.5% | Off-exchange volume (dark pool
Jun 10, 2026 Insider
Kambeyanda Shyam was granted 580,552 shares
President and CEO
Jun 10, 2026 Insider
Jewell Curtis E was granted 58,056 shares
SVP, General Counsel
Jun 10, 2026 Insider
Campion Michele was granted 52,250 shares
Chief Human Resources Officer
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
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.
FIL Ltd — DOUBLED
1,394,727 shares ($134.8M)

Price Targets

$136.00 +48.5% upside Strong Buy
Current $91.57 Low $117.00 Median $140.00 High $154.00 9 analysts
$117.00 $154.00

Analyst Ratings

Strong Buy88% buy · 16 analysts
7Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
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

NEUTRAL 8-K 5/10
ESAB Corporation completed its acquisition of Eddyfi Holding Inc. and concurrently issued 175,000 shares of 6.50% Series
Jun 2, 2026
NEUTRAL 3 2/10
R. Brent Jones filed a Form 3 initial statement of beneficial ownership with the SEC, disclosing his appointment as EVP
May 11, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$501.0M—
VANGUARD CAPITAL MANAGEMENT LLC$250.8M—
VANGUARD PORTFOLIO MANAGEMENT LLC$240.6M—
STATE STREET CORP$168.1M—
Neuberger Berman Group LLC$163.5M—

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Kambeyanda ShyamA$0.00
Jun 10, 2026Jewell CurtisA$0.00
Jun 10, 2026Campion MicheleA$0.00
Jun 10, 2026Jones R.A$0.00
Jun 1, 2026RALES MITCHELLA$100.0M
50 institutional holders with $2.7B total value (27,582,312 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 20 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,183,313$501.0M18.8%—
2VANGUARD CAPITAL MANAGEMENT LLC2,595,136$250.8M9.4%—
3VANGUARD PORTFOLIO MANAGEMENT LLC2,489,633$240.6M9.0%—
4STATE STREET CORP1,739,059$168.1M6.3%—
5Neuberger Berman Group LLC1,691,423$163.5M6.1%—
6FIL Ltd1,394,727$134.8M5.1%DOUBLED +181.9%
7FMR LLC1,240,062$119.9M4.5%—
8DIMENSIONAL FUND ADVISORS LP1,215,909$117.5M4.4%—
9Invesco Ltd.818,096$79.1M3.0%TRIM -26.6%
10ROYCE & ASSOCIATES LP813,585$78.6M2.9%—
11Capital Research Global Investors618,502$59.8M2.2%NEW
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC522,268$50.5M1.9%—
13AMERIPRISE FINANCIAL INC521,274$50.4M1.9%—
14MORGAN STANLEY492,494$47.6M1.8%ADD +45.7%
15VICTORY CAPITAL MANAGEMENT INC452,826$43.8M1.6%DOUBLED +5208.0%
16DIAMOND HILL CAPITAL MANAGEMENT INC451,757$43.7M1.6%ADD +27.5%
17TD ASSET MANAGEMENT INC424,420$41.0M1.5%—
18RAYMOND JAMES FINANCIAL INC402,141$36.9M1.4%—
19MASSACHUSETTS FINANCIAL SERVICES CO /MA/370,853$35.8M1.3%ADD +37.7%
20VANGUARD FIDUCIARY TRUST CO354,413$34.3M1.3%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FIL LtdDOUBLED494,7271,394,727+181.9%$134.8M2026-Q1
Invesco Ltd.TRIM1,114,561818,096-26.6%$79.1M2026-Q1
MORGAN STANLEYADD338,042492,494+45.7%$47.6M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED8,531452,826+5208.0%$43.8M2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INCADD354,397451,757+27.5%$43.7M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ADD269,357370,853+37.7%$35.8M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCADD205,018301,883+47.2%$29.2M2026-Q1
BNP Paribas Asset Management Holding S.A.ADD150,737282,896+87.7%$27.3M2026-Q1
Daiwa Securities Group Inc.DOUBLED90,565241,016+166.1%$23.3M2026-Q1
Boston Trust Walden CorpNEW—239,607—$23.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD84,300131,087+55.5%$12.7M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD65,865119,416+81.3%$11.5M2026-Q1
Nuveen, LLCTRIM166,943108,719-34.9%$10.5M2026-Q1
MARSHALL WACE, LLPDOUBLED41,05497,482+137.4%$9.4M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM80,45359,308-26.3%$5.7M2026-Q1
Point72 Asset Management, L.P.TRIM98,52244,123-55.2%$4.3M2026-Q1
Mitsubishi UFJ Trust & Banking CorpTRIM72,00539,797-44.7%$3.8M2026-Q1
TUDOR INVESTMENT CORP ET ALADD15,36328,648+86.5%$2.8M2026-Q1
FIFTH THIRD BANCORPDOUBLED3,45215,858+359.4%$1.5M2026-Q1
Freestone Grove Partners LPDOUBLED3,4569,176+165.5%$887.0K2026-Q1
LAZARD ASSET MANAGEMENT LLCTRIM19,2147,539-60.8%$728.7K2026-Q1
Sumitomo Mitsui Trust Group, Inc.ADD4,7747,539+57.9%$728.7K2026-Q1
XPONANCE LLCADD5,4277,064+30.2%$682.8K2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASNEAR_EXIT177,4286,893-96.1%$666.3K2026-Q1
CWM, LLCADD3,9145,525+41.2%$534.0K2026-Q1
16 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Kambeyanda ShyamPresident and CEOAWARD580,552——
Jun 10, 2026Jewell Curtis ESVP, General CounselAWARD58,056——
Jun 10, 2026Campion MicheleChief Human Resources OfficerAWARD52,250——
Jun 10, 2026Jones R. BrentEVP, Chief Financial OfficerAWARD145,138——
Jun 1, 2026RALES MITCHELL PDirectorAWARD100,000$1,000.00$100.0M
Jun 1, 2026RALES MITCHELL PDirectorJ70,686——
Jun 1, 2026Vinnakota RajivDirectorEXERCISE637——
Jun 1, 2026RALES MITCHELL PDirectorGIFT111,346——
Jun 1, 2026Cummings MelissaDirectorEXERCISE637——
May 12, 2026Biebuyck OlivierPresident, Fab TechEXERCISE2,362——
May 12, 2026Biebuyck OlivierPresident, Fab TechTAX W/H1,184$94.20$111.5K
May 12, 2026Campion MicheleChief Human Resources OfficerEXERCISE1,835——
May 12, 2026Campion MicheleChief Human Resources OfficerTAX W/H902$94.20$85.0K
May 12, 2026Kambeyanda ShyamPresident and CEOEXERCISE10,796——
May 12, 2026Kambeyanda ShyamPresident and CEOTAX W/H5,053$94.20$476.0K
May 12, 2026Jewell Curtis ESVP, General CounselTAX W/H894$94.20$84.2K
May 12, 2026Jewell Curtis ESVP, General CounselEXERCISE1,822——
May 8, 2026Vinnakota RajivDirectorAWARD813——
May 8, 2026Phillipps Stephanie MDirectorAWARD2,647——
May 8, 2026LUTZ ROBERT SDirectorAWARD2,647——
May 8, 2026LUTZ ROBERT SDirectorAWARD813——
May 8, 2026Jordan Rhonda LDirectorAWARD2,647——
May 8, 2026Cummings MelissaDirectorAWARD813——
May 8, 2026Jordan Rhonda LDirectorAWARD813——
May 8, 2026Teirlinck Didier PDirectorAWARD2,647——
May 8, 2026Teirlinck Didier PDirectorAWARD407——
May 8, 2026Teirlinck Didier PDirectorAWARD406——
May 8, 2026Vinnakota RajivDirectorAWARD2,647——
May 8, 2026Cummings MelissaDirectorAWARD2,647——
May 8, 2026Phillipps Stephanie MDirectorAWARD813——
May 8, 2026Martin SebastienDirectorAWARD2,647——
May 8, 2026Martin SebastienDirectorAWARD813——
May 8, 2026RALES MITCHELL PDirectorAWARD813——
May 8, 2026RALES MITCHELL PDirectorAWARD2,647——
May 7, 2026Jones R. BrentEVP, Chief Financial OfficerAWARD33,978——
May 7, 2026Jones R. BrentEVP, Chief Financial OfficerAWARD14,210——
Apr 1, 2026Han JulieController, PAOAWARD1,003——
Mar 31, 2026LUTZ ROBERT SDirectorAWARD304——
Mar 31, 2026Teirlinck Didier PDirectorAWARD123——
Mar 31, 2026ALLENDER PATRICK WDirectorAWARD246——
Mar 31, 2026RALES MITCHELL PDirectorAWARD570——
Mar 9, 2026Biebuyck OlivierPresident, Fab TechAWARD5,320——
Mar 9, 2026Biebuyck OlivierPresident, Fab TechTAX W/H662$107.02$70.8K
Mar 9, 2026Biebuyck OlivierPresident, Fab TechEXERCISE1,408——
Mar 9, 2026Jewell Curtis ESVP, General CounselAWARD3,592——
Mar 9, 2026Jewell Curtis ESVP, General CounselTAX W/H449$107.02$48.1K
Mar 9, 2026Jewell Curtis ESVP, General CounselEXERCISE951——
Mar 9, 2026Johnson Kevin JChief Financial OfficerAWARD7,582——
Mar 9, 2026Johnson Kevin JChief Financial OfficerTAX W/H986$107.02$105.5K
Mar 9, 2026Johnson Kevin JChief Financial OfficerEXERCISE2,006——
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 +48.5% upside Strong Buy (1.22)
$117.00 Low $154.00 High
MetricValue
Current Price$91.57
Target Low$117.00
Target Mean$136.00
Target Median$140.00
Target High$154.00
# Analysts9
RecommendationStrong Buy (1.22)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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↑ 3↓ $3.1B 13.6% 2
Next FY
2027-12-31
 $7.07 $6.65 $7.49 22.3% +10.2% 6↑ 1↓ $3.4B 9.5% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20267720088%
May 1, 20267720088%
Apr 1, 20267720088%
Mar 1, 20267720088%
Feb 1, 20267730082%
Jan 1, 20267720088%
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.

Jun 11, 2026
short_volume
Short Volume: ESAB — 76.5% short (0.4M / 0.5M)
Short: 396,871 | Exempt: 0 | TRF Vol: 519,114 | Short Ratio: 76.5% | Off-exchange volume (dark pool + OTC)
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.