ESAB 公司 ESAB
$82.83 +$3.71 (+4.69%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $82.83 0.00%
开盘$79.30
昨收$79.12
当日区间$79.03 – $83.87
成交量2.55M
市值$5.15B
市盈率(TTM)33.8
股息率0.53%
股权结构与仓位
谁在持有、谁在做空,以及大资金的流向
机构持股比例102.2%-3.83 个百分点,较上季度
持仓机构数419+4 ,较上季度
内部人近期交易43次买入 / 6次卖出净买入
空头持仓比例7.55% 占流通股回补天数 3.8 · 截至 15 Oct 2026
卖空成交量占比28.8%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入,近20个交易日
大单买入减卖出的净额(美元)。该窗口期内:−$2.80M(9个净流入日,11个净流出日)。
按单量净流入,近20个交易日
超大单/大单近似机构级别交易;中单/小单近似散户级别交易。各档买入减卖出净额,按窗口期累计。
已披露的前五大股东合计持有43.0%的流通股。
最大股东
按投资者类型
过去6次双周报告中(31 Jul 2026至15 Oct 2026),空头持仓占流通股比例已从8.34%降至7.55%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Cooke & Bieler, L.P. | Mutual Fund | 2026/Q3 | +930,955 | 3.5% |
| Copeland Capital Management, LLC | Mutual Fund | 2026/Q3 | +234,805 | 0.4% |
| Pzena Investment Management, Inc. | Mutual Fund | 2026/Q3 | +139,190 | 1.1% |
| Invesco Ltd. | Mutual Fund | 2026/Q3 | +1,991,066 | 4.4% |
| Capital Research | Mutual Fund | 2026/Q3 | +1,244,268 | 3.0% |
| Fidelity International Ltd | Mutual Fund | 2026/Q3 | +946,906 | 3.8% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +935,600 | 25.3% |
| SG Capital Management LLC | Hedge Fund | 2026/Q3 | +454,106 | 0.7% |
| Cannell & Spears LLC | Mutual Fund | 2026/Q3 | +353,994 | 0.6% |
| FMR | Mutual Fund | 2026/Q3 | +294,389 | 2.5% |
| Voya Investment Management LLC | Mutual Fund | 2026/Q3 | +271,040 | 0.4% |
| Cooke & Bieler, L.P. | Mutual Fund | 2026/Q3 | +264,551 | 2.0% |
| Ceredex Value Advisors LLC | Mutual Fund | 2026/Q3 | +252,300 | 0.6% |
| J. Goldman & Co., L.P. | Hedge Fund | 2026/Q3 | +243,822 | 0.4% |
| Dimensional Fund Advisors | Mutual Fund | 2026/Q3 | +240,192 | 2.3% |
按报告期列出的机构买卖动态,变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 30 Sep 2026 | Sebastien Martin | Independent Director | Derivative Exercise and Retained | +198 | – | 198 |
| 29 Sep 2026 | Mitchell Rales | Executive Chairperson | Other Acquisition | +892 | – | 8,991 |
| 29 Sep 2026 | Robert Lutz | Independent Director | Other Derivative Acquisition | +494 | – | 494 |
| 29 Sep 2026 | Didier P. Teirlinck | Independent Director | Other Derivative Acquisition | +200 | – | 200 |
| 6 Aug 2026 | Rhonda Jordan | Independent Director | Derivative Exercise and Sale | -1,000 | $95.00 | 8,332 |
| 14 Jul 2026 | Ranjana Bhagwakar | Executive Vice President of Business Operations | Other Derivative Acquisition | +15,777 | – | 15,777 |
| 30 Jun 2026 | Ranjana Bhagwakar | Executive Vice President of Business Operations | Other Derivative Acquisition | +7,056 | $93.69 | 7,056 |
| 30 Jun 2026 | Ranjana Bhagwakar | Executive Vice President of Business Operations | Other Derivative Acquisition | +9,048 | – | 9,048 |
| 30 Jun 2026 | Ranjana Bhagwakar | Executive Vice President of Business Operations | Other Derivative Acquisition | +58,056 | $93.69 | 58,056 |
| 29 Jun 2026 | Mitchell Rales | Executive Chairperson | Other Acquisition | +596 | – | 8,099 |
| 29 Jun 2026 | Robert Lutz | Independent Director | Other Derivative Acquisition | +330 | – | 330 |
| 29 Jun 2026 | Didier P. Teirlinck | Independent Director | Other Derivative Acquisition | +134 | – | 134 |
| 14 Jun 2026 | Kevin Johnson | Former Chief Financial Officer | Intent to Sell (Form 144) | -11,172 | $99.77 | – |
| 9 Jun 2026 | Mitchell Rales | Executive Chairperson | Other Derivative Acquisition | +1,200,000 | $82.92 | 1,200,000 |
| 9 Jun 2026 | Shyam Kambeyanda | Chief Executive Officer | Other Derivative Acquisition | +580,552 | $82.92 | 580,552 |
| 9 Jun 2026 | R. Jones | Chief Financial Officer | Other Derivative Acquisition | +145,138 | $82.92 | 145,138 |
| 9 Jun 2026 | Michele Campion | Chief Human Resources Officer | Other Derivative Acquisition | +52,250 | $82.92 | 52,250 |
| 9 Jun 2026 | Curtis Jewell | Senior Vice President | Other Derivative Acquisition | +58,056 | $82.92 | 58,056 |
| 31 May 2026 | Mitchell Rales | Executive Chairperson | Other Acquisition | +3,537,797 | – | 3,711,497 |
| 31 May 2026 | Mitchell Rales | Executive Chairperson | Other Derivative Acquisition | +100,000 | – | 100,000 |
数据来自Form 4/Form 144申报文件。负数为减持(出售、赠予或代扣税款股份),正数为增持。
空头持仓(按报告期)
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 4,696,111 | 7.6% | 3.8 |
| 30 Sep 2026 | 5,154,085 | 8.3% | 4.8 |
| 15 Sep 2026 | 4,727,607 | 7.6% | 5.6 |
| 31 Aug 2026 | 5,184,779 | 8.3% | 6.1 |
| 14 Aug 2026 | 5,047,622 | 8.1% | 7.1 |
| 31 Jul 2026 | 5,184,211 | 8.3% | 8.7 |
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