AMG National Trust Bank Has $2.96 Million Stock Position in Celanese Corporation $CE

AMG National Trust Bank raised its holdings in shares of Celanese Corporation (NYSE:CE) by 270.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 70,322 shares of the basic materials company’s stock after buying an additional 51,322 shares during the quarter. AMG National Trust Bank owned about 0.06% of Celanese worth $2,959,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Geneos Wealth Management Inc. increased its position in Celanese by 111.1% during the second quarter. Geneos Wealth Management Inc. now owns 513 shares of the basic materials company’s stock worth $28,000 after acquiring an additional 270 shares during the period. SBI Securities Co. Ltd. boosted its holdings in Celanese by 55.4% in the 2nd quarter. SBI Securities Co. Ltd. now owns 623 shares of the basic materials company’s stock valued at $34,000 after purchasing an additional 222 shares during the period. Versant Capital Management Inc grew its position in Celanese by 140.4% in the 3rd quarter. Versant Capital Management Inc now owns 827 shares of the basic materials company’s stock worth $35,000 after purchasing an additional 483 shares during the last quarter. Salomon & Ludwin LLC acquired a new stake in Celanese in the 3rd quarter worth $36,000. Finally, Smartleaf Asset Management LLC increased its holdings in shares of Celanese by 100.0% during the 2nd quarter. Smartleaf Asset Management LLC now owns 662 shares of the basic materials company’s stock worth $38,000 after purchasing an additional 331 shares during the period. 98.87% of the stock is owned by institutional investors.

Analysts Set New Price Targets

CE has been the subject of several research reports. Zacks Research cut shares of Celanese from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 20th. Wells Fargo & Company upped their price target on Celanese from $45.00 to $55.00 and gave the company an “equal weight” rating in a report on Thursday. Evercore set a $63.00 price objective on Celanese in a report on Wednesday. JPMorgan Chase & Co. boosted their price objective on Celanese from $40.00 to $53.00 and gave the company a “neutral” rating in a research report on Thursday. Finally, Royal Bank Of Canada upped their target price on Celanese from $43.00 to $48.00 and gave the company a “sector perform” rating in a research note on Friday, January 16th. Seven investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $59.33.

Key Headlines Impacting Celanese

Here are the key news stories impacting Celanese this week:

• Positive Sentiment: Analysts are raising price targets — Evercore ISI and others increased targets (Evercore reportedly added ~$18; Mizuho raised its target by ~$10), signaling analyst conviction that valuation has room to move higher. Read More.
• Positive Sentiment: Mizuho specifically boosted its price target to $55, providing near‑term analyst support for the stock. Read More.
• Positive Sentiment: Celanese opened/expanded its Michigan Technology Center to accelerate customer innovation and engineered‑materials development in North America — a capital/innovation push that can improve product mix and long‑term growth in engineered materials. Read More.
• Neutral Sentiment: Some broker notes are mixed: JPMorgan raised its target to $53 but kept a “neutral” rating, implying limited near‑term upside from their view. Read More.
• Neutral Sentiment: Analyst roundup shows varied views across six analysts — helpful context but not uniformly bullish. Read More.
• Negative Sentiment: Q4 2025 earnings missed estimates: EPS $0.67 vs. $0.89 expected and revenue $2.20B vs. $2.25B expected; revenue down ~6.5% YoY and net margin was negative — the quarterly miss is the primary near‑term catalyst for weakness. Read More.
• Negative Sentiment: Management set Q1 2026 EPS guidance of $0.70–$0.85; while guidance provides some visibility, the combination of the miss and weaker revenue trajectory pressured sentiment. Read More.

Celanese Trading Down 1.5%

CE stock opened at $54.09 on Friday. Celanese Corporation has a 1-year low of $35.13 and a 1-year high of $63.55. The company has a current ratio of 1.55, a quick ratio of 1.04 and a debt-to-equity ratio of 2.55. The business’s 50 day moving average is $47.50 and its 200-day moving average is $44.20. The firm has a market cap of $5.92 billion, a P/E ratio of -5.10 and a beta of 1.12.

Celanese (NYSE:CE) last posted its earnings results on Tuesday, February 17th. The basic materials company reported $0.67 EPS for the quarter, missing the consensus estimate of $0.89 by ($0.22). Celanese had a positive return on equity of 8.75% and a negative net margin of 12.15%.The company had revenue of $2.20 billion for the quarter, compared to the consensus estimate of $2.25 billion. During the same quarter last year, the business earned $1.45 EPS. Celanese’s quarterly revenue was down 6.5% compared to the same quarter last year. Celanese has set its Q1 2026 guidance at 0.700-0.850 EPS. Equities analysts anticipate that Celanese Corporation will post 8.79 earnings per share for the current fiscal year.

Celanese Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be issued a $0.03 dividend. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $0.12 annualized dividend and a dividend yield of 0.2%. Celanese’s dividend payout ratio is presently -1.13%.

Insider Activity

In other news, CFO Chuck Kyrish bought 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 9th. The stock was acquired at an average price of $41.03 per share, for a total transaction of $205,150.00. Following the transaction, the chief financial officer directly owned 10,914 shares of the company’s stock, valued at $447,801.42. This trade represents a 84.55% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. 0.33% of the stock is owned by company insiders.

Celanese Profile

Celanese Corporation is a global chemical and specialty materials company that develops, manufactures and markets a broad portfolio of products serving diverse industries. The company operates through two primary business segments—Engineered Materials and Acetyl Chain—offering solutions that range from high-performance polymers and specialty additives to industrial chemicals and intermediates. Its engineered materials are used in applications such as automotive components, consumer electronics, medical devices and packaging, while its acetyl derivatives find uses in coatings, adhesives, solvents and personal care products.

In the Engineered Materials segment, Celanese produces a variety of high-performance thermoplastics, polyether-block-amide (PEBA) elastomers and functional additives designed to enhance product durability, thermal resistance and sustainability.