Capital International Investors Increases Stake in LyondellBasell Industries N.V. $LYB

Capital International Investors raised its stake in LyondellBasell Industries N.V. (NYSE:LYB) by 0.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,807,960 shares of the specialty chemicals company’s stock after acquiring an additional 10,349 shares during the quarter. Capital International Investors owned approximately 0.87% of LyondellBasell Industries worth $137,702,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. MTM Investment Management LLC purchased a new position in shares of LyondellBasell Industries during the 2nd quarter valued at approximately $26,000. Parvin Asset Management LLC purchased a new stake in LyondellBasell Industries during the second quarter worth $26,000. Capital A Wealth Management LLC grew its position in LyondellBasell Industries by 6,314.3% during the second quarter. Capital A Wealth Management LLC now owns 449 shares of the specialty chemicals company’s stock valued at $26,000 after buying an additional 442 shares during the period. EMC Capital Management purchased a new position in LyondellBasell Industries in the second quarter valued at $29,000. Finally, Quent Capital LLC purchased a new position in LyondellBasell Industries in the third quarter valued at $29,000. Institutional investors and hedge funds own 71.20% of the company’s stock.

Insider Activity at LyondellBasell Industries

In related news, major shareholder Ai Investments Holdings Llc sold 384,548 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $68.13, for a total transaction of $26,199,255.24. Following the completion of the sale, the insider directly owned 5,270,918 shares in the company, valued at approximately $359,107,643.34. The trade was a 6.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.14% of the company’s stock.

Analyst Ratings Changes

LYB has been the topic of several recent analyst reports. Zacks Research raised shares of LyondellBasell Industries from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 2nd. The Goldman Sachs Group restated a “sell” rating on shares of LyondellBasell Industries in a research note on Monday, February 2nd. BMO Capital Markets upgraded LyondellBasell Industries from an “underperform” rating to a “market perform” rating and increased their price target for the stock from $38.00 to $68.00 in a research report on Thursday, March 5th. Bank of America dropped their price objective on LyondellBasell Industries from $52.00 to $46.00 and set a “neutral” rating on the stock in a report on Thursday, January 8th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of LyondellBasell Industries in a research report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, fourteen have assigned a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $58.56.

LyondellBasell Industries News Roundup

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

• Positive Sentiment: RBC Capital upgraded LYB to “Outperform,” signaling stronger analyst conviction that supports the rally. RBC Capital upgrades LyondellBasell Industries NV (LYB)
• Positive Sentiment: Vertical Research raised its rating on LYB (upgrade reported), adding to the analyst-support narrative that can spur buying. LyondellBasell Industries (NYSE:LYB) Stock Rating Upgraded by Vertical Research
• Positive Sentiment: Jefferies raised its price target from $51 to $70 (maintaining a “hold”), which lifts the perceived near-term upside and validates higher analyst valuations. Jefferies raises LYB price target to $70 (Benzinga)
• Positive Sentiment: Fermium Research upgraded LYB from “hold” to “strong-buy,” adding another bullish broker call to market momentum. Fermium Research upgrades LyondellBasell
• Positive Sentiment: Investor commentary (Seeking Alpha) frames LYB’s 50% dividend cut as a strategic recalibration that improved cash flow and balance sheet metrics, and notes raised 2026 guidance — a fundamental reason investors may be buying now. The More You Sold, The More I Bought: LyondellBasell (Seeking Alpha)
• Neutral Sentiment: LYB will present at the 2026 J.P. Morgan Industrials Conference (CFO fireside chat) — a chance for management to reinforce guidance and capital-allocation plans to investors. LyondellBasell to address 2026 J.P. Morgan Industrials Conference
• Neutral Sentiment: Comparative coverage pieces (e.g., Geltech vs. LYB) have circulated but are informational rather than company-specific catalysts. Critical Survey: Geltech Solutions vs. LyondellBasell
• Negative Sentiment: Ai Investments Holdings LLC disclosed sizable sales: a 384,548-share block sold at ~$68.13 (a 6.8% drop in its stake) and a separate 842-share sale. Large insider/major-holder selling can create near-term selling pressure or signal portfolio rebalancing—watch for follow-up filings and whether sales continue. SEC Form 4 / Ownership Filing

LyondellBasell Industries Stock Up 2.7%

LYB opened at $67.41 on Thursday. The company has a market cap of $21.72 billion, a PE ratio of -28.93, a price-to-earnings-growth ratio of 0.59 and a beta of 0.64. LyondellBasell Industries N.V. has a twelve month low of $41.58 and a twelve month high of $75.62. The company has a 50-day moving average price of $54.25 and a 200 day moving average price of $49.98. The company has a quick ratio of 1.20, a current ratio of 1.77 and a debt-to-equity ratio of 1.20.

LyondellBasell Industries (NYSE:LYB) last posted its quarterly earnings data on Friday, January 30th. The specialty chemicals company reported ($0.26) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.18 by ($0.44). LyondellBasell Industries had a positive return on equity of 4.93% and a negative net margin of 2.46%.The firm had revenue of $7.09 billion during the quarter, compared to analyst estimates of $6.82 billion. During the same quarter in the previous year, the firm posted $0.75 earnings per share. The company’s quarterly revenue was down 9.2% on a year-over-year basis. Sell-side analysts expect that LyondellBasell Industries N.V. will post 6.31 earnings per share for the current fiscal year.

LyondellBasell Industries Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 9th. Stockholders of record on Monday, March 2nd were paid a $0.69 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a $2.76 dividend on an annualized basis and a dividend yield of 4.1%. LyondellBasell Industries’s payout ratio is currently -118.45%.

LyondellBasell Industries Company Profile

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.