ESABNYSEGeneral Industrial Machinery & Equipment, NECFiscal year ends December 31
ESAB Corp
Financials through Q2 FY2026, quarter ended Jul 3, 2026Last filing: 10-Q on Aug 6, 2026
$64.51−0.84 (-1.29%)
Close on Oct 19, 2026
- Market cap
- $3.98B
- P/E (TTM)
- 21.6
- Dividend yield
- 0.59%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
65M of 62M shares
Institutional holders
347
61 new, 58 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
0 buys · 11 sales
Net sold $8.86M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | 8,126,915 | 13.30% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 4,764,151 | 7.90% | 13G (passive) amendment | Dec 31, 2023 |
| Mitchell P. Rales | 4,441,570 | 7.10% | 13D (active) amendment | Jun 1, 2026 |
| T. Rowe Price Investment Management, Inc. | 3,876,100 | 6.20% | 13G (passive) amendment | Sep 30, 2026 |
| Vanguard Capital Management | 3,051,585 | 5.01% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ESAB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc /Md/ | 8,126,296 | 13.07% | $801.50K | +1,470,120 | 0.08% |
| T. Rowe Price Investment Management, Inc. | 7,622,001 | 12.26% | $751.76K | −535,139 | 0.49% |
| BlackRock, Inc. | 5,318,185 | 8.55% | $524.53M | +134,872 | 0.01% |
| Invesco Ltd. | 2,770,472 | 4.46% | $273.25M | +1,952,376 | 0.02% |
| Vanguard Capital Management LLC | 2,609,497 | 4.20% | $257.37M | +14,361 | 0.01% |
| Vanguard Portfolio Management LLC | 2,475,282 | 3.98% | $244.14M | −14,351 | 0.01% |
| FIL Ltd | 2,341,633 | 3.77% | $230.96M | +946,906 | 0.17% |
| Capital Research Global Investors | 1,862,770 | 3.00% | $183.73M | +1,244,268 | 0.03% |
| State Street Corp | 1,823,249 | 2.93% | $179.82M | +84,190 | 0.01% |
| Neuberger Berman Group LLC | 1,540,251 | 2.48% | $151.91M | −151,172 | 0.10% |
| FMR LLC | 1,539,732 | 2.48% | $151.86M | +299,670 | 0.01% |
| Dimensional Fund Advisors LP | 1,456,101 | 2.34% | $143.61M | +240,192 | 0.03% |
| JPMorgan Chase & Co | 1,407,064 | 2.26% | $138.51M | −107,105 | 0.01% |
| Bessemer Group Inc | 1,392,861 | 2.24% | $137.38K | +167,159 | 0.19% |
| Cooke & Bieler LP | 1,269,727 | 2.04% | $125.23M | +264,551 | 1.45% |
| Geode Capital Management, LLC | 1,091,567 | 1.76% | $107.69M | +12,898 | 0.01% |
| Bank of New York Mellon Corp | 955,188 | 1.54% | $94.21M | −29,109 | 0.02% |
| Royce & Associates LP | 865,826 | 1.39% | $85.40M | +52,241 | 0.69% |
| DAVENPORT & Co LLC | 797,757 | 1.28% | $78.49M | +123,340 | 0.39% |
| Champlain Investment Partners, LLC | 756,078 | 1.22% | $74.57M | −548,756 | 1.92% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 347 | 65M | 100.0% | 61 / 126 | 111 / 58 | 12M | 6M |
| Q1 2026 | 350 | 59M | 94.8% | 57 / 138 | 109 / 55 | 12M | 9M |
| Q4 2025 | 359 | 61M | 97.9% | 54 / 109 | 144 / 52 | 10M | 7M |
| Q3 2025 | 362 | 58M | 93.5% | 50 / 108 | 143 / 56 | 5M | 5M |
| Q2 2025 | 370 | 58M | 92.6% | 58 / 148 | 107 / 22 | 3M | 3M |
| Q1 2025 | 336 | 58M | 93.7% | 52 / 111 | 113 / 31 | 4M | 3M |
| Q4 2024 | 316 | 57M | 91.3% | 53 / 100 | 113 / 33 | 4M | 4M |
| Q3 2024 | 298 | 58M | 93.1% | 36 / 91 | 125 / 47 | 8M | 2M |
| Q2 2024 | 314 | 57M | 91.6% | 40 / 105 | 117 / 46 | 4M | 4M |
| Q1 2024 | 322 | 57M | 91.3% | 51 / 92 | 131 / 30 | 6M | 4M |
| Q4 2023 | 301 | 55M | 88.3% | 55 / 105 | 101 / 19 | 5M | 5M |
| Q3 2023 | 267 | 55M | 88.5% | 27 / 102 | 87 / 24 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ESAB | Value | % of fund | As of |
|---|---|---|---|---|---|
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 2,503,110 | 4.03% | $246.88M | 1.07% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 1,959,077 | 3.15% | $193.22M | 0.16% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 1,864,526 | 3.00% | $161.34M | 1.45% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,834,688 | 2.95% | $180.96M | 0.01% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,813,636 | 2.92% | $178.88M | 0.19% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 1,552,231 | 2.50% | $153.10M | 0.93% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,326,965 | 2.13% | $130.88M | 0.07% | Jun 30, 2026 |
| T. Rowe Price All-Cap Opportunities Fund | 1,093,309 | 1.76% | $107.83M | 0.74% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 1,069,967 | 1.72% | $105.53M | 1.14% | Jun 30, 2026 |
| Neuberger Genesis Fund | 894,906 | 1.44% | $82.72M | 1.13% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 840,251 | 1.35% | $82.87M | 0.12% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 719,779 | 1.16% | $70.99M | 0.48% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 670,748 | 1.08% | $58.04M | 0.83% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 656,788 | 1.06% | $64.78M | 0.07% | Jun 30, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund | 576,531 | 0.93% | $56.86M | 1.13% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mitchell P. Rales | Executive Chair of Board, Director | 3,714,780 | 5.98% | Jul 2, 2026 |
| Shyam Kambeyanda | President and CEO, Director | 124,944 | 0.20% | Jun 12, 2026 |
| Ranjana N. Bhagwakar | EVP, Business Operations | – | – | Jul 17, 2026 |
| R. Brent Jones | EVP, Chief Financial Officer | – | – | Jun 12, 2026 |
| Curtis E. Jewell | SVP, General Counsel | 19,995 | 0.03% | Jun 12, 2026 |
| Michele Campion | Chief Human Resources Officer | 16,108 | 0.03% | Jun 12, 2026 |
| Olivier Biebuyck | President, Fab Tech | 21,740 | 0.03% | May 13, 2026 |
| Julie Han | Controller, PAO | 497 | 0.00% | Apr 7, 2026 |
| Renato Negro | Controller, PAO | 9,475 | 0.02% | Mar 11, 2026 |
| Kevin J. Johnson | Chief Financial Officer | 28,706 | 0.05% | Mar 11, 2026 |
| Vusa Mlingo | SVP, Strategy & Business Dev. | 11,675 | 0.02% | May 14, 2025 |
| Eleanor Lukens | President, Americas | 7,699 | 0.01% | Mar 12, 2025 |
| Rhonda L. Jordan | Director | 9,332 | 0.02% | Aug 10, 2026 |
| Robert S. Lutz | Director | – | – | Jul 2, 2026 |
| Didier P. Teirlinck | Director | 3,367 | 0.01% | Jul 2, 2026 |
| Rajiv Vinnakota | Director | 9,379 | 0.02% | Jun 2, 2026 |
| Melissa Cummings | Director | 686 | 0.00% | Jun 2, 2026 |
| Stephanie M. Phillipps | Director | 969 | 0.00% | May 12, 2026 |
| Sebastien Martin | Director | – | – | May 12, 2026 |
| Patrick W. Allender | Director | 81,199 | 0.13% | Apr 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rhonda L. Jordan Director | Aug 7, 2026 | Option exercise | +1,000 | $33.33 | $33.33K | 1,000 |
| Rhonda L. Jordan Director | Aug 7, 2026 | Sale | −1,000 | $95.00 | $95.00K | 0 |
| Mitchell P. Rales Executive Chair of Board, Director | Jun 30, 2026 | Award | +596 | – | – | 16,432 |
| Rajiv Vinnakota Director | Jun 1, 2026 | Option exercise | +637 | – | – | 9,379 |
| Mitchell P. Rales Director | Jun 1, 2026 | Other | +3,355,765 | – | – | 3,537,797 |
| Mitchell P. Rales Director | Jun 1, 2026 | Other | +70,686 | – | – | 182,032 |
| Mitchell P. Rales Director | Jun 1, 2026 | Gift | +111,346 | – | – | 111,346 |
| Melissa Cummings Director | Jun 1, 2026 | Option exercise | +637 | – | – | 637 |
| Michele Campion Chief Human Resources Officer | May 12, 2026 | Option exercise | +1,835 | – | – | 16,108 |
| Michele Campion Chief Human Resources Officer | May 12, 2026 | Tax withholding | −902 | $94.20 | $84.97K | 15,206 |
| Olivier Biebuyck President, Fab Tech | May 12, 2026 | Option exercise | +2,362 | – | – | 21,740 |
| Olivier Biebuyck President, Fab Tech | May 12, 2026 | Tax withholding | −1,184 | $94.20 | $111.53K | 20,556 |
| Shyam Kambeyanda President and CEO, Director | May 12, 2026 | Tax withholding | −5,053 | $94.20 | $475.99K | 124,944 |
| Shyam Kambeyanda President and CEO, Director | May 12, 2026 | Option exercise | +10,796 | – | – | 129,997 |
| Curtis E. Jewell SVP, General Counsel | May 12, 2026 | Tax withholding | −894 | $94.20 | $84.21K | 19,639 |
| Curtis E. Jewell SVP, General Counsel | May 12, 2026 | Option exercise | +1,822 | – | – | 20,533 |
| Mitchell P. Rales Director | May 8, 2026 | Award | +813 | – | – | 15,836 |
| Mitchell P. Rales Director | Mar 31, 2026 | Award | +570 | – | – | 15,023 |
| Michele Campion Chief Human Resources Officer | Mar 9, 2026 | Award | +3,618 | – | – | 15,741 |
| Michele Campion Chief Human Resources Officer | Mar 9, 2026 | Tax withholding | −1,468 | $107.02 | $157.11K | 14,273 |
| Michele Campion Chief Human Resources Officer | Mar 9, 2026 | Tax withholding | −328 | $107.02 | $35.10K | 12,123 |
| Michele Campion Chief Human Resources Officer | Mar 9, 2026 | Option exercise | +958 | – | – | 12,451 |
| Curtis E. Jewell SVP, General Counsel | Mar 9, 2026 | Tax withholding | −1,694 | $107.02 | $181.29K | 18,711 |
| Curtis E. Jewell SVP, General Counsel | Mar 9, 2026 | Award | +3,592 | – | – | 20,405 |
| Curtis E. Jewell SVP, General Counsel | Mar 9, 2026 | Option exercise | +951 | – | – | 17,262 |
| Curtis E. Jewell SVP, General Counsel | Mar 9, 2026 | Tax withholding | −449 | $107.02 | $48.05K | 16,813 |
| Shyam Kambeyanda President and CEO, Director | Mar 9, 2026 | Option exercise | +6,124 | – | – | 110,299 |
| Shyam Kambeyanda President and CEO, Director | Mar 9, 2026 | Tax withholding | −2,867 | $107.02 | $306.83K | 107,432 |
| Shyam Kambeyanda President and CEO, Director | Mar 9, 2026 | Award | +23,146 | – | – | 130,578 |
| Shyam Kambeyanda President and CEO, Director | Mar 9, 2026 | Tax withholding | −11,377 | $107.02 | $1.22M | 119,201 |
| Renato Negro Controller, PAO | Mar 9, 2026 | Tax withholding | −337 | $107.02 | $36.07K | 9,475 |
| Renato Negro Controller, PAO | Mar 9, 2026 | Option exercise | +986 | – | – | 9,812 |
| Olivier Biebuyck President, Fab Tech | Mar 9, 2026 | Option exercise | +1,408 | – | – | 17,255 |
| Olivier Biebuyck President, Fab Tech | Mar 9, 2026 | Tax withholding | −662 | $107.02 | $70.85K | 16,593 |
| Olivier Biebuyck President, Fab Tech | Mar 9, 2026 | Tax withholding | −2,535 | $107.02 | $271.30K | 19,378 |
| Olivier Biebuyck President, Fab Tech | Mar 9, 2026 | Award | +5,320 | – | – | 21,913 |
| Kevin J. Johnson Chief Financial Officer | Mar 9, 2026 | Tax withholding | −986 | $107.02 | $105.52K | 28,706 |
| Kevin J. Johnson Chief Financial Officer | Mar 9, 2026 | Award | +7,582 | – | – | 36,288 |
| Kevin J. Johnson Chief Financial Officer | Mar 9, 2026 | Option exercise | +2,006 | – | – | 29,692 |
| Kevin J. Johnson Chief Financial Officer | Mar 9, 2026 | Tax withholding | −3,727 | $107.02 | $398.86K | 32,561 |
| Didier P. Teirlinck Director | Mar 9, 2026 | Option exercise | +3,367 | $33.02 | $111.18K | 3,367 |
| Curtis E. Jewell SVP, General Counsel | Mar 2, 2026 | Option exercise | +605 | – | – | 16,597 |
| Curtis E. Jewell SVP, General Counsel | Mar 2, 2026 | Tax withholding | −286 | $121.64 | $34.79K | 16,311 |
| Michele Campion Chief Human Resources Officer | Mar 2, 2026 | Tax withholding | −157 | $121.64 | $19.10K | 11,493 |
| Michele Campion Chief Human Resources Officer | Mar 2, 2026 | Option exercise | +457 | – | – | 11,650 |
| Olivier Biebuyck President, Fab Tech | Mar 2, 2026 | Option exercise | +740 | – | – | 16,192 |
| Olivier Biebuyck President, Fab Tech | Mar 2, 2026 | Tax withholding | −345 | $121.64 | $41.97K | 15,847 |
| Shyam Kambeyanda President and CEO, Director | Mar 2, 2026 | Tax withholding | −1,872 | $121.64 | $227.71K | 104,175 |
| Shyam Kambeyanda President and CEO, Director | Mar 2, 2026 | Option exercise | +3,808 | – | – | 106,047 |
| Renato Negro Controller, PAO | Mar 2, 2026 | Option exercise | +509 | – | – | 9,018 |
| Renato Negro Controller, PAO | Mar 2, 2026 | Tax withholding | −192 | $121.64 | $23.35K | 8,826 |
| Kevin J. Johnson Chief Financial Officer | Mar 2, 2026 | Tax withholding | −554 | $121.64 | $67.39K | 27,686 |
| Kevin J. Johnson Chief Financial Officer | Mar 2, 2026 | Option exercise | +1,127 | – | – | 28,240 |
| Michele Campion Chief Human Resources Officer | Feb 27, 2026 | Sale(10b5-1 plan) | −2,896 | $122.63 | $355.14K | 11,193 |
| Michele Campion Chief Human Resources Officer | Feb 27, 2026 | Sale(10b5-1 plan) | −2,200 | $122.63 | $269.79K | 11,193 |
| Michele Campion Chief Human Resources Officer | Feb 27, 2026 | Tax withholding | −4,300 | $122.63 | $527.31K | 14,089 |
| Michele Campion Chief Human Resources Officer | Feb 27, 2026 | Option exercise | +7,196 | $47.34 | $340.66K | 18,389 |
| Michele Campion Chief Human Resources Officer | Feb 23, 2026 | Tax withholding | −250 | $122.65 | $30.66K | 13,393 |
| Michele Campion Chief Human Resources Officer | Feb 23, 2026 | Option exercise | +633 | – | – | 13,643 |
| Olivier Biebuyck President, Fab Tech | Feb 23, 2026 | Tax withholding | −433 | $122.65 | $53.11K | 15,452 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Rhonda L. Jordan Director | Aug 7, 2026 | 1,000 | $95.00K | Aug 7, 2026 | Stock Option Exercise |
| Kevin J. Johnson Former Officer | Jun 15, 2026 | 11,172 | $1.11M | Jun 15, 2026 | Stock Option Exercise |
| Michele Campion Officer | Feb 27, 2026 | 5,096 | $624.93K | Feb 27, 2026 | Restricted Stock Vesting |
| Shyam Kambeyanda Officer, Director | Feb 23, 2026 | 59,404 | $7.72M | Feb 23, 2026 | Option Granted - 02/25/2019 |
| Kevin J. Johnson Officer | Feb 6, 2026 | 3,494 | $470.36K | Feb 6, 2026 | Options Granted - 02/25/2019 |
| Rajiv Vinnakota Director | Nov 12, 2025 | 2,783 | $318.65K | Nov 11, 2025 | Option Granted - 05/13/2019 |
| Eleanor Lukens Former Officer | Oct 28, 2025 | 1,824 | $222.56K | Oct 28, 2025 | Stock Option Exercise |
| Vusa Mlingo Former Officer | Oct 3, 2025 | 585 | $69.19K | Oct 3, 2025 | Option Granted 03/08/2023 |
| Vusa Mlingo Former Officer | Oct 3, 2025 | 1,060 | $125.08K | Oct 3, 2025 | Restricted Stock Vesting |
| Vusa Mlingo Former Officer | Sep 4, 2025 | 2,100 | $240.09K | Sep 4, 2025 | Restricted Stock Vesting |
| Vusa Mlingo Officer | Aug 22, 2025 | 2,369 | $277.47K | Aug 22, 2025 | Restricted Stock Vesting |
| Rhonda L. Jordan Director | Aug 13, 2025 | 4,067 | $459.76K | Aug 13, 2025 | Option Granted - 05/13/2019 |
| Olivier Biebuyck Officer | Jul 31, 2025 | 1,440 | $192.22K | Jul 31, 2025 | Option Granted - 02/24/2020 |
| Rhonda L. Jordan Director | Jun 11, 2025 | 1,500 | $189.63K | Jun 11, 2025 | Option Granted - 05/13/2019 |
| Olivier Biebuyck Officer | May 12, 2025 | 1,417 | $185.85K | May 12, 2025 | Option Granted - 02/24/2020 |