Vanguard Group Inc. Has $500.61 Million Stock Holdings in Celanese Corporation $CE

Vanguard Group Inc. raised its position in Celanese Corporation (NYSE:CE) by 0.8% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 11,840,341 shares of the basic materials company’s stock after acquiring an additional 90,428 shares during the period. Vanguard Group Inc. owned approximately 0.11% of Celanese worth $500,610,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in CE. Turtle Creek Asset Management Inc. boosted its stake in Celanese by 21.0% during the 3rd quarter. Turtle Creek Asset Management Inc. now owns 5,115,365 shares of the basic materials company’s stock valued at $215,255,000 after purchasing an additional 887,600 shares during the last quarter. State Street Corp increased its holdings in Celanese by 3.2% during the second quarter. State Street Corp now owns 3,828,747 shares of the basic materials company’s stock worth $211,845,000 after buying an additional 120,208 shares during the last quarter. Jacobs Levy Equity Management Inc. increased its stake in shares of Celanese by 37.7% during the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 1,703,695 shares of the basic materials company’s stock worth $71,691,000 after purchasing an additional 466,683 shares during the last quarter. Bank of America Corp DE raised its stake in shares of Celanese by 103.7% in the second quarter. Bank of America Corp DE now owns 1,645,689 shares of the basic materials company’s stock valued at $91,056,000 after buying an additional 837,944 shares during the period. Finally, Assenagon Asset Management S.A. raised its stake in Celanese by 65.5% in the 4th quarter. Assenagon Asset Management S.A. now owns 1,219,929 shares of the basic materials company’s stock valued at $51,579,000 after acquiring an additional 482,640 shares during the period. 98.87% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on CE shares. Robert W. Baird upped their target price on shares of Celanese from $65.00 to $75.00 and gave the stock an “outperform” rating in a report on Friday, March 27th. Morgan Stanley lifted their price target on Celanese from $50.00 to $72.00 and gave the stock an “equal weight” rating in a research note on Tuesday. Bank of America upped their price objective on shares of Celanese from $70.00 to $75.00 and gave the company a “buy” rating in a research note on Tuesday, April 21st. Mizuho raised their price objective on Celanese from $55.00 to $58.00 and gave the company a “neutral” rating in a research note on Tuesday, March 31st. Finally, Vertical Research upgraded Celanese from a “hold” rating to a “buy” rating and set a $60.00 price objective on the stock in a report on Monday, March 9th. Nine equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Celanese currently has a consensus rating of “Hold” and an average price target of $66.00.

Key Celanese News

Here are the key news stories impacting Celanese this week:

• Positive Sentiment: Management issued strong Q2 2026 EPS guidance of $2.00–$2.40, well above the Street consensus (~$1.54); that upside to forward earnings is the main bullish catalyst driving investor optimism. Q1 Press Release / Slide Deck
• Positive Sentiment: Operating profit rose ~27% year‑over‑year and operating cash flow strengthened materially (cash from ops up sharply; cash balance increased), improving liquidity and the balance sheet narrative even as GAAP net income fell. Quiver Quantitative Earnings Recap
• Positive Sentiment: Analyst repositioning: Morgan Stanley raised its price target to $72 (equal-weight), reflecting improving expectations; several firms maintain constructive targets above the current level — supportive for near-term sentiment. Benzinga Morgan Stanley Note
• Positive Sentiment: Strategic and sustainability initiatives — Celanese outlined a nylon uplift plan for its engineered materials unit and announced a carbon capture / utilization collaboration with SharpCell Oy, which could support long‑term growth and ESG positioning. Business Wire: Nylon Uplift Yahoo: Carbon Capture Collaboration
• Neutral Sentiment: Revenue was roughly in line with estimates at $2.34B but declined ~2.2% YoY — not a surprise, but indicates growth remains muted. Business Wire: Q1 Results
• Neutral Sentiment: Insider buying reported (CEO and CFO purchases) — a modest governance signal that can support sentiment but is not transformational. Quiver: Insider Activity
• Negative Sentiment: Reported EPS of $0.85 missed the Zacks/Street consensus (~$0.88); GAAP net income and EPS showed significant YoY declines in some presentations, which is weighing on short‑term investor confidence. Zacks: EPS Miss
• Negative Sentiment: Company still shows a negative net margin and reported lower GAAP net income year‑over‑year, which could keep valuation multiples pressured until earnings power is consistently restored. Zacks: Key Metrics

Celanese Stock Performance

Shares of NYSE:CE opened at $69.16 on Wednesday. The company has a current ratio of 1.55, a quick ratio of 0.94 and a debt-to-equity ratio of 2.55. The company has a 50-day moving average price of $60.05 and a 200-day moving average price of $49.69. The company has a market cap of $7.58 billion, a price-to-earnings ratio of -6.52, a price-to-earnings-growth ratio of 0.45 and a beta of 0.81. Celanese Corporation has a 12 month low of $35.13 and a 12 month high of $70.70.

Celanese (NYSE:CE) last posted its earnings results on Tuesday, May 5th. The basic materials company reported $0.85 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.88 by ($0.03). Celanese had a positive return on equity of 8.75% and a negative net margin of 12.15%.The business had revenue of $2.34 billion during the quarter, compared to the consensus estimate of $2.34 billion. During the same period in the previous year, the business earned $0.57 earnings per share. The firm’s revenue for the quarter was down 2.2% compared to the same quarter last year. Celanese has set its Q2 2026 guidance at 2.000-2.400 EPS. As a group, equities analysts anticipate that Celanese Corporation will post 5.16 EPS for the current year.

Celanese Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, May 11th. Stockholders of record on Monday, April 27th will be paid a dividend of $0.03 per share. The ex-dividend date of this dividend is Monday, April 27th. This represents a $0.12 annualized dividend and a dividend yield of 0.2%. Celanese’s payout ratio is -1.13%.

About Celanese

Celanese Corporation is a global chemical and specialty materials company that develops, manufactures and markets a broad portfolio of products serving diverse industries. The company operates through two primary business segments—Engineered Materials and Acetyl Chain—offering solutions that range from high-performance polymers and specialty additives to industrial chemicals and intermediates. Its engineered materials are used in applications such as automotive components, consumer electronics, medical devices and packaging, while its acetyl derivatives find uses in coatings, adhesives, solvents and personal care products.

In the Engineered Materials segment, Celanese produces a variety of high-performance thermoplastics, polyether-block-amide (PEBA) elastomers and functional additives designed to enhance product durability, thermal resistance and sustainability.