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Overview
Smart money at a glance
Filings to Oct 5, 2026Net selling: insiders sold $95K and bought $0 on the open market in 90 days (SEC Form 4). Congress: net buying of $3K to $45K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$95K netNet selling
- CongressSTOCK Act, last 180 days
- +$3K to +$45K netNet buying
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 1 added, 3 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- 3 awardsAwards on record
Market overview
Fundamentals Oct 5- Open
- $68.96
- 52-wk high
- $136.86
- High
- $70.20
- 52-wk low
- $64.71
- Low
- $67.76
- Prev close
- $67.00
- Mkt cap
- $4.35B
- P/E
- 21.9x
- Volume
- 943.1K
- Fwd P/E
- 10.7x
- Beta
- 1.13
- Div yield
- 0.63%
- P/S
- 1.4x
- P/B
- 1.8x
- Profit margin
- +5.8%
- Op margin
- +12.0%
- ROE
- +8.7%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about ESAB filings
Are insiders buying or selling ESAB Corp (ESAB) stock?
Net selling: insiders sold $95K and bought $0 of ESAB stock on the open market in the 90 days to Oct 5, 2026, according to SEC Form 4 filings. The largest was Jordan, Rhonda L (Director), who sold $95K. The latest filing was on Aug 10, 2026.
Which members of Congress have traded ESAB recently?
Rep. Thomas H. Kean Jr bought $1K to $15K on Jul 7, 2026, disclosed 42 days later. Rep. Thomas H. Kean Jr bought $1K to $15K on Jun 24, 2026, disclosed 21 days later. Rep. Thomas H. Kean Jr bought $1K to $15K on Jun 22, 2026, disclosed 23 days later. In total, 1 member disclosed 3 ESAB trades with trade dates in the last 180 days, filed a median 23 days after trading.
How current is this ESAB smart-money data?
This summary uses filings available on Oct 5, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Sells/Trims (3)
- MI
Millennium
$87.3M
sold
- QR
Qube Research
$30.9M
sold
- AQ
AQR
$19.0M
trimmed
What insiders are doing
Sells (1)
- JR
Jordan Rhonda L
$95K
sold
What Congress is doing
How top traders are positioned
No tracked top-trader positions in ESAB right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 2.9% below what analysts expected.
Last report
Aug 6, 2026
Period ending
Jun 30, 2026
Earnings per share
$1.37 expected
Revenue
No reported revenue on record
Previous reports
All values in USD| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 6, 2026 | $1.33 / $1.37Alpha Vantage | -2.92% miss | Unavailable | Unavailable |
| Mar 31, 2026 | May 7, 2026 | $1.31 / $1.34Alpha Vantage | -2.24% miss | Unavailable | Unavailable |
| Dec 31, 2025 | Feb 20, 2026 | $1.35 / $1.35Alpha Vantage | +0.00% in line | Unavailable | Unavailable |
| Sep 30, 2025 | Oct 29, 2025 | $1.32 / $1.27Alpha Vantage | +3.94% beat | Unavailable | Unavailable |
| Jun 30, 2025 | Aug 6, 2025 | $1.36 / $1.35Alpha Vantage | +0.74% in line | Unavailable | Unavailable |
| Mar 31, 2025 | May 1, 2025 | $1.25 / $1.21Alpha Vantage | +3.31% beat | Unavailable | Unavailable |
| Dec 31, 2024 | Feb 20, 2025 | $1.28 / $1.16Alpha Vantage | +9.90% beat | Unavailable | Unavailable |
| Sep 30, 2024 | Oct 29, 2024 | $1.25 / $1.12Alpha Vantage | +11.61% beat | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Reports Nov 4, 2026, in 30 days
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $727.8M | $721.0M | $745.6M | $807.6M |
| Cost of what it sold | $458.5M | $501.3M | $470.5M | $500.4M |
| Gross profit | $269.3M | $219.7M | $275.1M | $307.2M |
| What it spent | ||||
| Research and development | — | $10.1M | $12.5M | — |
| Sales and admin | $158.3M | $155.6M | $174.5M | $210.2M |
| Other operating costs | $4.3M | -$112.2M | -$12.5M | $18.3M |
| Total operating expenses | $162.7M | $53.4M | $174.5M | $228.5M |
| What was left | ||||
| Operating profit | $106.6M | $166.2M | $100.6M | $78.7M |
| Interest on debt | $23.6M | $17.9M | $25.6M | $30.6M |
| Profit before tax | $83.0M | $64.1M | $64.9M | $48.1M |
| Tax | $17.7M | $12.7M | $13.1M | $11.7M |
| Net profit | $54.8M | $37.7M | $47.6M | $32.4M |
| EBITDA | $133.8M | $107.3M | $126.4M | $76.0M |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
35 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bearish
200 stock units replace the cash retainer for ESAB (ESAB) director Didier P. Teirlinck.
NeutralOct 2ESAB Corporation (ESAB) Stock Price, News, Quote & History
NeutralOct 1Instead of cash, ESAB Corp (ESAB) director Robert S. Lutz receives 494 stock units for Board service.
NeutralSep 30ESAB Corp (ESAB) Stock Down 6.5% -- Now Undervalued? GF Score: 7
Leans bearishSep 28ESAB (NYSE:ESAB) Stock Price Down 7.3% - Here's Why
Leans bearishSep 28BofA Securities Adjusts Price Target on ESAB to $122 From $142
Leans bearishSep 24232,568 Shares in ESAB Corporation $ESAB Bought by Bank of America Corp DE
NeutralSep 24ESAB, Altrad held liable for Cape asbestos operations
BearishSep 22