Cross-institution positioning
Oct 7, 2026Reduction leaning. 2 accumulating, 1 reducing, 1 exited across 4 comparable institutions.
Source: Schedule 13 researchESAB Institutional Ownership
ESAB Corp
Latest stored close $66.85 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
44/100
5 tracked · 4 comparable
Latest filing
Oct 7, 2026
Positive breadth
3 positive · 2 negative
Recent close
$66.85
Research confidence
Medium
Institutional Research 32/100 · 2 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing Oct 7, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
Unlock full research
Accumulating2
Newly reported1
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 44/100
Confidence:Medium
Why this signal
- 2 tracked institutions accumulating versus 2 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- 1 tracked institution show accelerating accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
44/100
Insiders
45/100
Fundamentals
41/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 1, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 6, 20261 non-amendment material event in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 6, 2026Revenue +12.9% YoY; Net income -51.6% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 1% through its reported 52-week range; -38.4% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from T. Rowe Price Investment Management.
Filed Oct 7, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Oct 7, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
T. Rowe Price Associates
Filed Aug 14, 2026
Direction locked
BlackRock
Filed Jan 26, 2024
Direction locked
Vanguard Capital Management
Filed Jul 31, 2026
Direction locked
T. Rowe Price Investment Management
Filed Oct 7, 2026
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
Unlock full research
Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
View plans
Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
T. Rowe Price Associates
Filed Aug 14, 2026
BlackRock
Filed Jan 26, 2024
Vanguard Capital Management
Filed Jul 31, 2026
T. Rowe Price Investment Management
Filed Oct 7, 2026
Vanguard Group
Filed Mar 26, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Martin Sebastien | MExercise or conversion of derivative · derivative | Restricted Stock Units | 198 | $0.00 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | Martin Sebastien | MExercise or conversion of derivative | Common stock, par value $0.001 | 198 | — | Direct | Oct 2, 2026 |
| Sep 30, 2026 | RALES MITCHELL P | AGrant, award, or other acquisition | Common Stock, par value $.001 | 892 | $0.00 | Direct | Oct 2, 2026 |
| Sep 30, 2026 | LUTZ ROBERT S | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 494 | $0.00 | Direct | Oct 1, 2026 |
| Sep 30, 2026 | Teirlinck Didier P | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 200 | $0.00 | Direct | Oct 1, 2026 |
| Aug 7, 2026 | Jordan Rhonda L | MExercise or conversion of derivative · derivative | Stock Option (right to buy) | 1.0K | $0.00 | Direct | Aug 10, 2026 |
| Aug 7, 2026 | Jordan Rhonda L | SOpen-market or private sale | Common stock, par value $0.001 | 1.0K | $95.00 | Direct | Aug 10, 2026 |
| Aug 7, 2026 | Jordan Rhonda L | MExercise or conversion of derivative | Common stock, par value $0.001 | 1.0K | $33.33 | Direct | Aug 10, 2026 |
| Jul 15, 2026 | Bhagwakar Ranjana N | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 15.8K | $0.00 | Direct | Jul 17, 2026 |
| Jul 1, 2026 | Bhagwakar Ranjana N | AGrant, award, or other acquisition · derivative | Performance Stock Option (right to buy) | 58.1K | $0.00 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Bhagwakar Ranjana N | AGrant, award, or other acquisition · derivative | Employee Stock Options (right to buy) | 7.1K | $0.00 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Bhagwakar Ranjana N | AGrant, award, or other acquisition · derivative | Restricted Stock Units | 9.0K | $0.00 | Direct | Jul 6, 2026 |
| Jun 30, 2026 | RALES MITCHELL P | AGrant, award, or other acquisition | Common Stock, par value $.001 | 596 | $0.00 | Direct | Jul 2, 2026 |
| Jun 30, 2026 | LUTZ ROBERT S | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 330 | $0.00 | Direct | Jul 2, 2026 |
| Jun 30, 2026 | Teirlinck Didier P | AGrant, award, or other acquisition · derivative | Deferred Stock Units | 134 | $0.00 | Direct | Jul 2, 2026 |
| Jun 10, 2026 | RALES MITCHELL P | AGrant, award, or other acquisition · derivative | Stock Option (right to buy) | 1.2M | $0.00 | Direct | Jun 12, 2026 |
| Jun 10, 2026 | Kambeyanda Shyam | AGrant, award, or other acquisition · derivative | Performance Stock Option (right to buy) | 580.6K | $0.00 | Direct | Jun 12, 2026 |
| Jun 10, 2026 | Campion Michele | AGrant, award, or other acquisition · derivative | Performance Stock Option (right to buy) | 52.3K | $0.00 | Direct | Jun 12, 2026 |
| Jun 10, 2026 | Jewell Curtis E | AGrant, award, or other acquisition · derivative | Performance Stock Option (right to buy) | 58.1K | $0.00 | Direct | Jun 12, 2026 |
| Jun 10, 2026 | Jones R. Brent | AGrant, award, or other acquisition · derivative | Performance Stock Option (right to buy) | 145.1K | $0.00 | Direct | Jun 12, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 6, 2026 | 8-K/AAmendment | 9.01 | Financial statements / exhibits | — | Filing |
| Aug 6, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 26, 2026 | 424B7 | — | Prospectus filing | Capital-related | Filing |
| Jun 12, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Jun 2, 2026 | 8-K | 2.01, 3.02, 3.03, 5.03, 7.01, 8.01, 9.01 | Acquisition or disposition of assets; Unregistered sale of equity securities; Material modification of security-holder rights; Charter or bylaw change; Regulation FD disclosure; Other event; Financial statements / exhibits | Equity | Filing |
| May 12, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| May 7, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 2, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Mar 26, 2026 | 8-K | 1.01, 2.03, 9.01 | Material definitive agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| Mar 12, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Feb 20, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Feb 2, 2026 | 8-K | 1.01, 2.02, 3.02, 7.01, 9.01 | Material definitive agreement; Results of operations / financial condition; Unregistered sale of equity securities; Regulation FD disclosure; Financial statements / exhibits | Equity | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$807.6M
Q2 2026
+12.9% YoY 10-Q filed Aug 6, 2026
Operating income
$78.7M
Q2 2026
-27.8% YoY 10-Q filed Aug 6, 2026
Operating margin
9.7%
Q2 2026
-5.5 pts YoY 10-Q filed Aug 6, 2026
Net income
$32.4M
Q2 2026
-51.6% YoY 10-Q filed Aug 6, 2026
Diluted EPS
$0.50
Q2 2026
-54.1% YoY 10-Q filed Aug 6, 2026
Operating cash flow
$80.3M
YTD through Jul 3, 2026
-2.1% YoY 10-Q filed Aug 6, 2026
Free cash flow
$48.9M
YTD through Jul 3, 2026
-25.4% YoY 10-Q filed Aug 6, 2026
Cash & equivalents
$217.5M
As of Jul 3, 2026
-15.8% YoY 10-Q filed Aug 6, 2026
Long-term debt
$2.4B
As of Jul 3, 2026
+121.9% YoY 10-Q filed Aug 6, 2026
Assets
$6.6B
As of Jul 3, 2026
+48.1% YoY 10-Q filed Aug 6, 2026
Liabilities
$4.0B
As of Jul 3, 2026
+71.4% YoY 10-Q filed Aug 6, 2026
Stockholders’ equity
$2.5B
As of Jul 3, 2026
+22.7% YoY 10-Q filed Aug 6, 2026
Shares outstanding
62.2M
As of Jul 30, 2026
+2.4% YoY 10-Q filed Aug 6, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jul 3, 2026 | $807.6M | +12.9% |
| Ended Apr 3, 2026 | $745.6M | +9.9% |
| Ended Oct 3, 2025 | $727.8M | +8.1% |
| Ended Jul 4, 2025 | $715.6M | +1.2% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $2.8B | +3.7% |
| Ended Dec 31, 2024 | $2.7B | -1.2% |
| Ended Dec 31, 2023 | $2.8B | +7.0% |
| Ended Dec 31, 2022 | $2.6B | +6.8% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$67.21
View live quote ↗
52-week low
$66.67
Sep 15, 2026
52-week high
$137.42
Feb 12, 2026
Below 52-week high
51.1%
1W return
-10.1%
1M return
-20.8%
3M return
-30.5%
6M return
-31.4%
YTD return
-39.8%
1Y return
-38.4%
30-day volatility
42.8%
90-day volatility
51.8%
1Y max drawdown
-50.1%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 27 filing(s) · 24 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management CIK0001897612 | Sep 30, 2026 observed Oct 7, 2026 filed · 7d Schedule 13G amendment | Reported reduction | 3.9M -4.1M | 6.20% -7.00 pts | $65.88 | $67.12 | $66.85 |
| T. Rowe Price Associates CIK0000080255 | Jun 30, 2026 observed Aug 14, 2026 filed · 45d Schedule 13G amendment | Reported accumulation | 8.1M +1.5M | 13.30% +1.30 pts | $98.63 | $84.81 | $66.85 |
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 2.6M | $66.85 |
Explore more institutional activity
Related research
Compare ESAB with other securities showing similar institutional activity or recent accumulation across several tracked institutions.