Impax Asset Management Group plc Makes New Investment in Albemarle Corporation $ALB

Impax Asset Management Group plc bought a new stake in shares of Albemarle Corporation (NYSE:ALB) during the 3rd quarter, Holdings Channel reports. The firm bought 12,901 shares of the specialty chemicals company’s stock, valued at approximately $1,046,000.

A number of other large investors have also recently made changes to their positions in ALB. AQR Capital Management LLC lifted its position in Albemarle by 25.5% during the first quarter. AQR Capital Management LLC now owns 3,223 shares of the specialty chemicals company’s stock valued at $229,000 after purchasing an additional 654 shares during the period. Integrated Wealth Concepts LLC lifted its holdings in shares of Albemarle by 26.2% during the 1st quarter. Integrated Wealth Concepts LLC now owns 4,798 shares of the specialty chemicals company’s stock valued at $346,000 after buying an additional 996 shares during the period. United Services Automobile Association purchased a new position in shares of Albemarle in the 1st quarter worth $208,000. Empowered Funds LLC bought a new stake in shares of Albemarle in the first quarter worth $411,000. Finally, Concurrent Investment Advisors LLC increased its position in Albemarle by 25.7% during the second quarter. Concurrent Investment Advisors LLC now owns 4,724 shares of the specialty chemicals company’s stock valued at $296,000 after acquiring an additional 965 shares during the last quarter. 92.87% of the stock is currently owned by institutional investors.

Albemarle Stock Performance

ALB opened at $158.47 on Friday. The company has a 50 day simple moving average of $157.34 and a two-hundred day simple moving average of $114.39. The company has a debt-to-equity ratio of 0.40, a current ratio of 2.27 and a quick ratio of 1.51. The firm has a market cap of $18.65 billion, a P/E ratio of -27.56, a PEG ratio of 2.53 and a beta of 1.44. Albemarle Corporation has a 1-year low of $49.43 and a 1-year high of $195.68.

Albemarle (NYSE:ALB) last announced its quarterly earnings data on Wednesday, February 11th. The specialty chemicals company reported ($0.53) EPS for the quarter, missing the consensus estimate of ($0.40) by ($0.13). The firm had revenue of $1.43 billion for the quarter, compared to the consensus estimate of $1.34 billion. Albemarle had a negative net margin of 10.74% and a positive return on equity of 0.40%. The firm’s revenue for the quarter was up 15.9% on a year-over-year basis. During the same quarter in the previous year, the business earned ($1.09) earnings per share. Equities analysts forecast that Albemarle Corporation will post -0.04 earnings per share for the current fiscal year.

Albemarle News Roundup

Here are the key news stories impacting Albemarle this week:

• Positive Sentiment: Revenue beat and strong EV/energy-storage demand: Q4 revenue of $1.43B topped estimates and rose ~16% year-over-year, driven by higher Energy Storage volumes and favorable pricing — a sign that lithium end-market demand remains strong. Read More.
• Positive Sentiment: Analyst support and bullish research: Mizuho raised its price target to $185 (neutral rating) and Rothschild/Redburn published a bullish outlook — both actions underpin upside expectations from some sell-side desks. Read More. Read More.
• Positive Sentiment: Policy tailwind for domestic supply: The House passed H.R.3617 (Securing America’s Critical Minerals Supply Act), which aims to strengthen domestic critical-minerals supply chains — a structural tailwind for lithium producers like Albemarle. Read More.
• Neutral Sentiment: FY2026 revenue guidance lifted/updated: Albemarle provided a FY2026 revenue range of roughly $5.7B–$6.0B, above consensus — this signals management expects continued top-line resilience even if EPS guidance was unclear in early releases. Read More.
• Neutral Sentiment: Idling Kemerton Train 1 to preserve flexibility: Management moved Kemerton Train 1 to care & maintenance to improve financial flexibility and optimize global hydroxide mix — reduces near-term operating exposure but keeps restart optionality. Market sees this as prudent capacity management rather than a structural problem. Read More.
• Negative Sentiment: EPS miss and wider-than-expected quarterly loss: Albemarle reported Q4 EPS of ($0.53) vs. consensus ($0.40), which disappointed investors and weighed on near-term sentiment despite the revenue beat. Read More.
• Negative Sentiment: Immediate market reaction and technical pressure: Coverage and market commentary note the stock fell after earnings as traders booked gains and digested the EPS miss; technical indicators show short‑term momentum fatigue, adding to selling pressure. Read More. Read More.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. Berenberg Bank raised their target price on Albemarle from $75.00 to $135.00 and gave the stock a “hold” rating in a research report on Tuesday, January 6th. HSBC raised shares of Albemarle from a “hold” rating to a “buy” rating and set a $200.00 price objective on the stock in a report on Monday, January 19th. Citigroup upped their target price on shares of Albemarle from $150.00 to $180.00 and gave the company a “neutral” rating in a report on Tuesday, February 3rd. Morgan Stanley reiterated an “equal weight” rating on shares of Albemarle in a research note on Friday, December 19th. Finally, Oppenheimer boosted their price objective on shares of Albemarle from $109.00 to $207.00 and gave the company an “outperform” rating in a research report on Wednesday, January 21st. Three analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Albemarle presently has a consensus rating of “Moderate Buy” and a consensus target price of $163.40.

Albemarle Company Profile

Albemarle Corporation is a leading global specialty chemicals company primarily engaged in the production and distribution of lithium, bromine, and catalysts. Its lithium segment supplies key components used in rechargeable batteries for electric vehicles, portable electronics, and grid storage systems. The company’s bromine specialty products serve a wide range of industries, including oil and gas drilling fluids, fire safety solutions, and water treatment. In its catalysts division, Albemarle provides products for petroleum refining, chemical processing and emissions control.

Founded in 1994 as a spin-off from Ethyl Corporation, Albemarle has grown through strategic acquisitions and capacity expansions to become one of the world’s foremost chemical producers.