ESAB ($ESAB) posted quarterly earnings results for Q1 2026 on Thursday, May 7th. The company reported earnings of $1.31 per share, missing estimates of $1.37 by $0.06. The company also reported revenue of $714,500,000, missing estimates of $733,300,664 by $-18,800,664.
You can see Quiver Quantitative's $ESAB stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
ESAB Insider Trading Activity
ESAB insiders have traded $ESAB stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $ESAB stock by insiders over the last 6 months:
- SHYAM KAMBEYANDA (President and CEO) has made 0 purchases and 6 sales selling 59,404 shares for an estimated $7,353,630.
- MICHELE CAMPION (Chief Human Resources Officer) has made 0 purchases and 2 sales selling 5,096 shares for an estimated $624,925.
- KEVIN J JOHNSON (Chief Financial Officer) sold 3,494 shares for an estimated $470,362
- RAJIV VINNAKOTA sold 2,783 shares for an estimated $318,653
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
ESAB Hedge Fund Activity
We have seen 171 institutional investors add shares of ESAB stock to their portfolio, and 202 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 4,180,850 shares (-52.5%) from their portfolio in Q4 2025, for an estimated $467,084,562
- DURABLE CAPITAL PARTNERS LP removed 1,945,854 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $217,390,808
- CAPITAL RESEARCH GLOBAL INVESTORS added 618,502 shares (+inf%) to their portfolio in Q4 2025, for an estimated $69,099,043
- PRICE T ROWE ASSOCIATES INC /MD/ added 613,327 shares (+11.7%) to their portfolio in Q4 2025, for an estimated $68,520,892
- CHAMPLAIN INVESTMENT PARTNERS, LLC removed 467,490 shares (-23.5%) from their portfolio in Q4 2025, for an estimated $52,227,982
- INVESCO LTD. removed 419,026 shares (-27.3%) from their portfolio in Q4 2025, for an estimated $46,813,584
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 398,546 shares (-76.0%) from their portfolio in Q4 2025, for an estimated $44,525,559
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
ESAB Price Targets
Multiple analysts have issued price targets for $ESAB recently. We have seen 6 analysts offer price targets for $ESAB in the last 6 months, with a median target of $140.0.
Here are some recent targets:
- Chris Dankert from DA Davidson set a target price of $142.0 on 04/16/2026
- Tami Zakaria from JP Morgan set a target price of $135.0 on 04/10/2026
- Nathan Jones from Stifel set a target price of $138.0 on 04/08/2026
- Stephen Volkmann from Jefferies set a target price of $130.0 on 03/31/2026
- Tom Hayes from Roth Capital set a target price of $146.0 on 02/03/2026
- Bryan Blair from Oppenheimer set a target price of $148.0 on 01/23/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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