Equities Analysts Set Expectations for LYB Q1 Earnings

LyondellBasell Industries N.V. (NYSE:LYB) – Investment analysts at KeyCorp issued their Q1 2026 earnings per share (EPS) estimates for shares of LyondellBasell Industries in a report released on Tuesday, March 3rd. KeyCorp analyst A. Yefremov anticipates that the specialty chemicals company will post earnings per share of ($0.19) for the quarter. KeyCorp has a “Overweight” rating and a $73.00 price objective on the stock. The consensus estimate for LyondellBasell Industries’ current full-year earnings is $6.31 per share. KeyCorp also issued estimates for LyondellBasell Industries’ Q2 2026 earnings at $1.97 EPS, Q3 2026 earnings at $1.82 EPS and Q4 2026 earnings at $1.27 EPS.

LyondellBasell Industries (NYSE:LYB) last issued its earnings results on Friday, January 30th. The specialty chemicals company reported ($0.26) EPS for the quarter, missing analysts’ consensus estimates of $0.18 by ($0.44). The company had revenue of $7.09 billion during the quarter, compared to analysts’ expectations of $6.82 billion. LyondellBasell Industries had a positive return on equity of 4.93% and a negative net margin of 2.46%.The firm’s quarterly revenue was down 9.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.75 EPS.

A number of other brokerages also recently issued reports on LYB. Citigroup increased their price target on shares of LyondellBasell Industries from $46.00 to $49.00 and gave the stock a “neutral” rating in a report on Tuesday, February 3rd. Fermium Researc lowered LyondellBasell Industries from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, December 3rd. Wolfe Research dropped their price target on shares of LyondellBasell Industries from $39.00 to $38.00 and set an “underperform” rating on the stock in a research note on Monday, February 2nd. Weiss Ratings restated a “sell (d+)” rating on shares of LyondellBasell Industries in a research report on Thursday, January 22nd. Finally, Bank of America cut their target price on shares of LyondellBasell Industries from $52.00 to $46.00 and set a “neutral” rating for the company in a research note on Thursday, January 8th. Two analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Reduce” and a consensus target price of $54.00.

LyondellBasell Industries Trading Up 2.1%

LyondellBasell Industries stock opened at $67.26 on Friday. The firm has a market cap of $21.67 billion, a PE ratio of -28.87, a P/E/G ratio of 0.59 and a beta of 0.64. LyondellBasell Industries has a 12 month low of $41.58 and a 12 month high of $78.41. The stock’s 50 day simple moving average is $52.86 and its two-hundred day simple moving average is $49.80. The company has a current ratio of 1.77, a quick ratio of 1.20 and a debt-to-equity ratio of 1.20.

LyondellBasell Industries Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 9th. Shareholders of record on Monday, March 2nd will be issued a $0.69 dividend. The ex-dividend date is Monday, March 2nd. This represents a $2.76 dividend on an annualized basis and a yield of 4.1%. LyondellBasell Industries’s dividend payout ratio (DPR) is presently -118.45%.

Institutional Investors Weigh In On LyondellBasell Industries

Hedge funds have recently modified their holdings of the business. MTM Investment Management LLC purchased a new stake in LyondellBasell Industries during the 2nd quarter valued at about $26,000. Parvin Asset Management LLC purchased a new stake in shares of LyondellBasell Industries in the second quarter valued at approximately $26,000. Capital A Wealth Management LLC increased its holdings in shares of LyondellBasell Industries by 6,314.3% in the second quarter. Capital A Wealth Management LLC now owns 449 shares of the specialty chemicals company’s stock valued at $26,000 after purchasing an additional 442 shares during the last quarter. Stance Capital LLC purchased a new position in LyondellBasell Industries during the third quarter worth approximately $27,000. Finally, EMC Capital Management acquired a new position in LyondellBasell Industries during the second quarter worth $29,000. 71.20% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about LyondellBasell Industries

Here are the key news stories impacting LyondellBasell Industries this week:

• Positive Sentiment: BMO Capital Markets upgraded LYB from underperform to market perform and lifted its price target from $38 to $68, a move that sparked intraday buying and helped lift the stock. LyondellBasell Industries (NYSE:LYB) Shares Up 7% on Analyst Upgrade
• Positive Sentiment: KeyBanc turned bullish and set a $73 target, citing commodity tailwinds that improve margins — another credible shop increasing investor confidence. KeyBanc Turns Bullish on LyondellBasell
• Positive Sentiment: KeyCorp reiterated an Overweight view and published updated EPS profiles (Q1-Q4 and FY2026/FY2027 estimates), raising near-term and full-year expectations — this lifts model-driven buy-side interest. MarketBeat: KeyCorp estimates for LYB
• Positive Sentiment: Analyst/commentary pieces argue geopolitical supply shocks (e.g., Iran tensions) and U.S. feedstock economics create a structural margin advantage for ethane-based producers like LYB — a multi-quarter catalyst if sustained. LyondellBasell: The Iran Crisis Could Be The Catalyst This Beaten-Down Chemical Giant Needs
• Neutral Sentiment: Momentum/technical factors — Zacks and market commentary flagged higher-than-average volume and earnings-estimate revisions as drivers of the recent move; these can amplify short-term gains but are not fundamental changes. Zacks: LYB Moves Higher — Will This Strength Last?
• Negative Sentiment: Near-term fundamentals remain uneven: LYB reported a Q4 EPS miss and has cut its dividend, with revenue down year-over-year and a negative net margin — reminders of cyclicality and execution risk if commodity tailwinds fade. MarketBeat: LYB earnings and financials

About LyondellBasell Industries

LyondellBasell Industries N.V. (NYSE: LYB) is a global chemical company headquartered in Houston, Texas, that specializes in the production of polyolefins and advanced polymers. Through its extensive portfolio, the company supplies raw materials for a wide range of end markets, including packaging, automotive, construction, electronics and consumer goods. By combining proprietary process technologies with expertise in catalysts, LyondellBasell aims to deliver value-added solutions that enhance product performance and sustainability.

The company’s integrated operations encompass the manufacture of olefins and polyolefins, advanced polymer products, chemical intermediates and refining activities.