Bayforest Capital Ltd Takes $770,000 Position in Olin Corporation $OLN

Bayforest Capital Ltd bought a new stake in shares of Olin Corporation (NYSE:OLN) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 30,795 shares of the specialty chemicals company’s stock, valued at approximately $770,000.

Other hedge funds have also added to or reduced their stakes in the company. Ilex Capital Partners UK LLP bought a new position in shares of Olin during the second quarter valued at about $50,476,000. Norges Bank purchased a new stake in Olin during the 2nd quarter valued at about $27,843,000. Qube Research & Technologies Ltd bought a new position in Olin during the 2nd quarter worth approximately $15,510,000. Prudential Financial Inc. grew its position in Olin by 5,469.7% during the 2nd quarter. Prudential Financial Inc. now owns 588,323 shares of the specialty chemicals company’s stock worth $11,819,000 after acquiring an additional 577,760 shares during the last quarter. Finally, Bank of America Corp DE increased its stake in Olin by 48.9% in the 2nd quarter. Bank of America Corp DE now owns 1,589,322 shares of the specialty chemicals company’s stock worth $31,929,000 after purchasing an additional 521,620 shares during the period. 88.67% of the stock is owned by institutional investors.

Olin Trading Up 5.9%

Shares of OLN opened at $23.89 on Friday. Olin Corporation has a 1-year low of $17.66 and a 1-year high of $34.76. The company has a current ratio of 1.56, a quick ratio of 0.89 and a debt-to-equity ratio of 1.49. The firm’s 50-day moving average price is $20.61 and its 200-day moving average price is $21.85. The firm has a market capitalization of $2.73 billion, a price-to-earnings ratio of 51.94, a PEG ratio of 2.08 and a beta of 1.64.

Olin (NYSE:OLN) last issued its quarterly earnings data on Monday, October 27th. The specialty chemicals company reported $0.40 EPS for the quarter, topping the consensus estimate of $0.09 by $0.31. The business had revenue of $1.71 billion during the quarter, compared to analyst estimates of $1.74 billion. Olin had a net margin of 0.79% and a return on equity of 3.36%. Olin’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same period last year, the business posted ($0.21) earnings per share. Sell-side analysts anticipate that Olin Corporation will post 1.38 EPS for the current year.

Olin Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, December 12th. Investors of record on Friday, November 28th were given a dividend of $0.20 per share. The ex-dividend date was Friday, November 28th. This represents a $0.80 annualized dividend and a dividend yield of 3.3%. Olin’s payout ratio is currently 173.91%.

Olin News Summary

Here are the key news stories impacting Olin this week:

• Positive Sentiment: Seeking Alpha argues the market is looking past the negative preannouncement — analysts note the Q4 EBITDA miss was largely one‑time (Freeport maintenance overruns), operations have normalized, and the stock still trades at a compressed multiple (~9x mid‑cycle earnings), supporting a “Buy” stance. Olin: Shares Brush Off A Negative Preannouncement
• Positive Sentiment: A Yahoo Finance piece highlights the pullback over the past three years and frames today’s weakness as a potential buying opportunity for investors who focus on valuation and a mid‑cycle recovery. Is There Now An Opportunity In Olin (OLN) After A 56.8% Three-Year Decline?
• Neutral Sentiment: Olin issued an official update to its Q4 2025 outlook summarizing the expected shortfall and its causes (Freeport disruption and weaker chlorine demand). This is the company’s formal guidance change rather than new operational news. Olin Updates Fourth Quarter 2025 Outlook
• Neutral Sentiment: Analyst consensus has shifted toward a cautious stance (average “Hold”), indicating mixed expectations across the sell‑side even as some investors emphasize valuation. Olin Corporation (NYSE:OLN) Given Average Rating of “Hold” by Analysts
• Neutral Sentiment: News that the U.S. seized a tanker named “Olina” in the Venezuela blockade circulated widely; this maritime story is unrelated to Olin Corporation but may cause occasional headline confusion. US seizes Olina tanker in Caribbean, fifth vessel taken in Venezuela blockade – Reuters
• Negative Sentiment: Zacks and other outlets report Olin cut its Q4 adjusted EBITDA outlook to roughly $67M, citing Freeport disruptions and softer pipeline chlorine demand — this is the direct catalyst for downward revisions to near‑term profitability. Olin Revises Q4 2025 EBITDA Outlook Citing Segment Shortfall
• Negative Sentiment: Market headlines note the stock “slides” after guiding Q4 adjusted EBITDA below expectations, reflecting immediate selling pressure tied to the guidance cut. Olin slides after guiding Q4 adjusted EBITDA below expectations

Analyst Ratings Changes

OLN has been the topic of several recent analyst reports. UBS Group cut their target price on shares of Olin from $24.00 to $22.00 and set a “neutral” rating on the stock in a report on Wednesday, October 29th. Weiss Ratings reissued a “sell (d+)” rating on shares of Olin in a research report on Wednesday, October 8th. Wall Street Zen cut shares of Olin from a “hold” rating to a “sell” rating in a research report on Saturday. BMO Capital Markets set a $25.00 price objective on shares of Olin in a research note on Friday. Finally, Royal Bank Of Canada set a $26.00 target price on Olin and gave the stock a “sector perform” rating in a research note on Tuesday, October 14th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $24.07.

Insiders Place Their Bets

In other Olin news, VP Teresa M. Vermillion sold 4,500 shares of the stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $20.86, for a total value of $93,870.00. Following the completion of the transaction, the vice president owned 17,199 shares in the company, valued at approximately $358,771.14. This represents a 20.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 1.60% of the stock is currently owned by insiders.

Olin Company Profile

Olin Corporation is a diversified manufacturer specializing in chemical products and ammunition. The company’s core business activities encompass the production and distribution of chlor-alkali products, epoxy resins and derivatives, and small-caliber ammunition under the Winchester brand. Olin’s chemical operations supply chlorine, caustic soda and related co-products to a wide range of end markets, including water treatment, pulp and paper, pharmaceuticals and general industrial applications.

In its Chlor Alkali Products & Vinyls segment, Olin operates multiple manufacturing facilities that produce chlorine and sodium hydroxide, along with vinyl chloride monomer and polyvinyl chloride (PVC) compounds.