Olin (NYSE:OLN) Cut to “Strong Sell” at Zacks Research

Posted by Defense World Staff on Feb 1st, 2026

Zacks Research downgraded shares of Olin (NYSE:OLN – Free Report) from a hold rating to a strong sell rating in a report issued on Thursday,Zacks.com reports.

Several other analysts have also recently issued reports on the stock. Citigroup increased their target price on shares of Olin from $21.00 to $24.00 and gave the stock a “neutral” rating in a research note on Tuesday, January 13th. BMO Capital Markets set a $25.00 price objective on Olin in a research report on Friday, January 9th. Bank of America lifted their price objective on Olin from $25.00 to $30.00 and gave the company a “buy” rating in a research note on Tuesday, October 14th. Weiss Ratings restated a “sell (d+)” rating on shares of Olin in a research note on Thursday, January 22nd. Finally, UBS Group lowered their price target on Olin from $24.00 to $22.00 and set a “neutral” rating on the stock in a report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $24.00.

View Our Latest Stock Analysis on Olin

Olin Trading Down 6.8%

Shares of OLN stock opened at $20.82 on Thursday. Olin has a 1 year low of $17.66 and a 1 year high of $30.74. The company’s fifty day simple moving average is $21.72 and its two-hundred day simple moving average is $22.04. The company has a debt-to-equity ratio of 1.49, a current ratio of 1.56 and a quick ratio of 0.89. The stock has a market capitalization of $2.38 billion, a price-to-earnings ratio of -54.79, a PEG ratio of 3.31 and a beta of 1.64.

Olin (NYSE:OLN – Get Free Report) last announced its quarterly earnings results on Thursday, January 29th. The specialty chemicals company reported ($0.58) earnings per share for the quarter, meeting the consensus estimate of ($0.58). Olin had a negative return on equity of 0.47% and a negative net margin of 0.63%.The firm had revenue of $1.67 billion for the quarter, compared to analysts’ expectations of $1.61 billion. During the same period in the prior year, the business posted $0.09 earnings per share. The company’s revenue was down .4% on a year-over-year basis. As a group, analysts anticipate that Olin will post 1.38 earnings per share for the current year.

Olin Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 12th. Stockholders 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 3.8%. Olin’s dividend payout ratio is -210.53%.

Insiders Place Their Bets

In other Olin news, VP Teresa M. Vermillion sold 4,500 shares of the company’s stock in a transaction that occurred 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 sale, the vice president owned 17,199 shares of the company’s stock, valued at $358,771.14. This represents a 20.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 1.60% of the stock is owned by insiders.

Institutional Investors Weigh In On Olin

A number of hedge funds have recently made changes to their positions in OLN. ARGA Investment Management LP raised its position in Olin by 0.9% in the 3rd quarter. ARGA Investment Management LP now owns 60,359 shares of the specialty chemicals company’s stock worth $1,508,000 after purchasing an additional 546 shares during the period. Wilmington Savings Fund Society FSB grew its stake in shares of Olin by 9.9% during the third quarter. Wilmington Savings Fund Society FSB now owns 6,412 shares of the specialty chemicals company’s stock valued at $160,000 after buying an additional 579 shares during the last quarter. FORA Capital LLC increased its holdings in shares of Olin by 2.6% in the second quarter. FORA Capital LLC now owns 24,453 shares of the specialty chemicals company’s stock worth $491,000 after buying an additional 625 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al lifted its stake in shares of Olin by 1.1% in the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 62,678 shares of the specialty chemicals company’s stock valued at $1,566,000 after acquiring an additional 700 shares during the last quarter. Finally, NewEdge Advisors LLC boosted its holdings in Olin by 45.0% during the 3rd quarter. NewEdge Advisors LLC now owns 2,323 shares of the specialty chemicals company’s stock valued at $58,000 after acquiring an additional 721 shares during the period. 88.67% of the stock is currently owned by institutional investors.

Olin News Summary

Here are the key news stories impacting Olin this week:

Positive Sentiment: Olin is reshaping its chemicals portfolio — management announced a planned closure in Brazil and set a 2026 target for growing its epoxy business, signaling a strategic shift toward higher-value products that could improve margins over time. Olin Reshapes Chemicals Portfolio With Brazil Closure And 2026 Epoxy Goal
Positive Sentiment: Company reported positive adjusted EBITDA for Q4 ($67.7M) and said year-end 2025 net debt was comparable to year-end 2024 — a sign management contained leverage despite the loss, which limits immediate balance-sheet risk. Olin Announces Fourth Quarter 2025 Results
Neutral Sentiment: Full Q4 earnings transcript is available — the call provides management commentary on causes of the loss, cost and pricing actions, and outlook items investors should review for guidance changes. Olin Corporation (OLN) Q4 2025 Earnings Call Transcript
Neutral Sentiment: Top-line beat but earnings in-line/negative: revenue of $1.67B modestly beat estimates, while EPS of ($0.58) matched consensus; revenue was roughly flat year-over-year — mixed operational signals. Olin (OLN) Reports Q4 Earnings: What Key Metrics Have to Say
Neutral Sentiment: Market/valuation note — recent analysis highlights conflicting valuation signals (high trailing P/E vs. uneven fundamentals), suggesting the stock’s current price reflects uncertainty about a near-term recovery. Is Olin (OLN) Pricing Reflect Its Mixed Share Performance And Conflicting Valuation Signals
Negative Sentiment: Market reaction: shares fell after the wider fourth‑quarter loss and management commentary failed to reassure investors; coverage notes the quarterly loss was larger than many expected and triggered a sell-off. Olin shares tumble after wider-than-expected fourth quarter loss
Negative Sentiment: Several outlets report the stock dropped on the Q4 results and guidance ambiguity — increased volume on the decline suggests short-term technical pressure. Olin Corporation (OLN) Stock Falls on Q4 2025 Earnings
Negative Sentiment: Snapshot coverage emphasizes the swing from prior-year profitability to a loss, low net margin (~0.8%), and leverage metrics that keep downside risk elevated if the next quarters don’t improve. Olin: Q4 Earnings Snapshot

Olin Company Profile

(Get Free Report)

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.