American Century Companies Inc. raised its stake in shares of LyondellBasell Industries N.V. (NYSE:LYB – Free Report) by 7.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 639,592 shares of the specialty chemicals company’s stock after purchasing an additional 44,363 shares during the period. American Century Companies Inc. owned 0.20% of LyondellBasell Industries worth $31,366,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Aster Capital Management DIFC Ltd purchased a new stake in shares of LyondellBasell Industries in the third quarter worth $303,000. DNB Asset Management AS boosted its holdings in LyondellBasell Industries by 0.9% in the 3rd quarter. DNB Asset Management AS now owns 51,870 shares of the specialty chemicals company’s stock worth $2,544,000 after buying an additional 479 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of LyondellBasell Industries by 3.1% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 534,457 shares of the specialty chemicals company’s stock valued at $26,210,000 after acquiring an additional 16,168 shares in the last quarter. TD Asset Management Inc lifted its position in shares of LyondellBasell Industries by 12.8% in the third quarter. TD Asset Management Inc now owns 286,067 shares of the specialty chemicals company’s stock valued at $14,029,000 after acquiring an additional 32,401 shares in the last quarter. Finally, First Heartland Consultants Inc. boosted its stake in shares of LyondellBasell Industries by 58.2% in the third quarter. First Heartland Consultants Inc. now owns 10,492 shares of the specialty chemicals company’s stock worth $515,000 after acquiring an additional 3,860 shares during the period. 71.20% of the stock is owned by hedge funds and other institutional investors.
LyondellBasell Industries News Roundup
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
LyondellBasell Industries Price Performance
LyondellBasell Industries (NYSE:LYB – Get Free Report) last released its quarterly earnings results on Friday, January 30th. The specialty chemicals company reported ($0.26) earnings per share for the quarter, missing the consensus estimate of $0.18 by ($0.44). The firm had revenue of $7.09 billion for the quarter, compared to analysts’ expectations of $6.82 billion. LyondellBasell Industries had a negative net margin of 2.46% and a positive return on equity of 4.93%. The business’s quarterly revenue was down 9.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.75 EPS. On average, equities research analysts forecast that LyondellBasell Industries N.V. will post 6.31 earnings per share for the current fiscal year.
LyondellBasell Industries Cuts Dividend
The firm also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Investors of record on Monday, March 2nd will be given a $0.69 dividend. This represents a $2.76 annualized dividend and a yield of 4.1%. The ex-dividend date is Monday, March 2nd. LyondellBasell Industries’s payout ratio is currently -118.45%.
Analyst Ratings Changes
Several brokerages recently issued reports on LYB. Mizuho lifted their target price on LyondellBasell Industries from $49.00 to $53.00 and gave the company a “neutral” rating in a research note on Friday, January 30th. Evercore dropped their price target on LyondellBasell Industries from $65.00 to $57.00 and set an “in-line” rating for the company in a research note on Tuesday, November 11th. Fermium Researc lowered shares of LyondellBasell Industries from a “strong-buy” rating to a “hold” rating in a report on Wednesday, December 3rd. Wolfe Research reduced their price objective on shares of LyondellBasell Industries from $39.00 to $38.00 and set an “underperform” rating on the stock in a research report on Monday, February 2nd. Finally, Citigroup boosted their target price 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. Two analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, LyondellBasell Industries currently has a consensus rating of “Reduce” and a consensus price target of $54.00.
View Our Latest Stock Analysis on LYB
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.
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