Flagship Harbor Advisors LLC Raises Stock Holdings in LyondellBasell Industries N.V. $LYB

Flagship Harbor Advisors LLC boosted its holdings in LyondellBasell Industries N.V. (NYSE:LYB) by 105.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 16,979 shares of the specialty chemicals company’s stock after buying an additional 8,719 shares during the quarter. Flagship Harbor Advisors LLC’s holdings in LyondellBasell Industries were worth $735,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of LYB. Capital A Wealth Management LLC grew 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 worth $26,000 after acquiring an additional 442 shares during the period. Parvin Asset Management LLC bought a new stake in shares of LyondellBasell Industries in the second quarter worth $26,000. Stance Capital LLC bought a new stake in shares of LyondellBasell Industries in the third quarter worth $27,000. Quent Capital LLC bought a new stake in shares of LyondellBasell Industries in the third quarter worth $29,000. Finally, ORG Partners LLC grew its holdings in shares of LyondellBasell Industries by 960.0% in the fourth quarter. ORG Partners LLC now owns 689 shares of the specialty chemicals company’s stock worth $30,000 after acquiring an additional 624 shares during the period. Institutional investors own 71.20% of the company’s stock.

Key Headlines Impacting LyondellBasell Industries

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

• Positive Sentiment: Supply disruption benefits could lift margins — a Seeking Alpha note argues LYB should see a material earnings surge as Middle East disruptions tighten global chemical supply and enhance U.S. producers’ pricing power; the piece cites a large upward revision to EPS forecasts and notes LYB’s cost advantage and attractive valuation despite a recent dividend cut. Article Link
• Positive Sentiment: Citi upgraded LYB to Buy and raised its price target to $90, giving roughly ~21% upside from current levels — a meaningful institutional endorsement that could attract buyers if other macro headlines calm. Article Link
• Neutral Sentiment: Unusual options flow — roughly 19,265 put contracts traded (≈83% above typical put volume) — may reflect hedging by longs or speculative bearish bets; this raises short‑term volatility risk but is not a directional fundamental change by itself.
• Neutral Sentiment: Analyst commentary highlights both conflict‑driven supply tailwinds and caution on pricing/cash use — Yahoo pieces note the same tailwind but stress analyst skepticism on sustainability and capital allocation, which could temper enthusiasm until clearer earnings evidence appears. Article Link Article Link
• Negative Sentiment: Cease‑fire headline reduces the geopolitical supply premium — Barron’s flags that a U.S.–Iran two‑week cease‑fire could remove the scarcity-driven upside for commodity chemical stocks, which likely pressured LYB shares today. Article Link
• Negative Sentiment: Bank of America reaffirmed an “Underperform” rating, signaling continued sell‑side caution that could cap near‑term upside absent clearer, sustainable earnings beats. Article Link

Insiders Place Their Bets

In related news, major shareholder Ai Investments Holdings Llc sold 384,548 shares of LyondellBasell Industries stock in a transaction 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 transaction, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.14% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the company. UBS Group lifted their price objective on LyondellBasell Industries from $73.00 to $79.00 and gave the stock a “neutral” rating in a report on Thursday, March 26th. Deutsche Bank Aktiengesellschaft lifted their price objective on LyondellBasell Industries from $52.00 to $75.00 and gave the stock a “hold” rating in a report on Thursday, March 19th. Wells Fargo & Company lifted their price objective on LyondellBasell Industries from $70.00 to $87.00 and gave the stock an “equal weight” rating in a report on Monday, March 30th. KeyCorp raised LyondellBasell Industries from a “sector weight” rating to an “overweight” rating and set a $73.00 price objective for the company in a report on Wednesday, March 4th. Finally, Fermium Researc raised LyondellBasell Industries from a “hold” rating to a “strong-buy” rating in a report on Monday, March 9th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, thirteen have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $68.17.

LyondellBasell Industries Price Performance

NYSE LYB opened at $74.25 on Thursday. The company has a market capitalization of $23.92 billion, a PE ratio of -31.87, a price-to-earnings-growth ratio of 0.46 and a beta of 0.40. The company has a debt-to-equity ratio of 1.20, a quick ratio of 1.20 and a current ratio of 1.77. The business’s fifty day moving average is $65.25 and its 200 day moving average is $53.00. LyondellBasell Industries N.V. has a fifty-two week low of $41.58 and a fifty-two week high of $83.94.

LyondellBasell Industries (NYSE:LYB) last released its earnings results on Saturday, February 21st. The specialty chemicals company reported ($0.26) earnings per share for the quarter. The company had revenue of $7.09 billion for the quarter. LyondellBasell Industries had a negative net margin of 2.46% and a positive return on equity of 4.93%. Sell-side analysts predict that LyondellBasell Industries N.V. will post 6.31 earnings per share for the current year.

LyondellBasell Industries Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 9th. Investors of record on Monday, March 2nd were given a dividend of $0.69 per share. The ex-dividend date was Monday, March 2nd. This represents a $2.76 annualized dividend and a yield of 3.7%. LyondellBasell Industries’s payout ratio is -118.45%.

LyondellBasell Industries 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.