Cabot (NYSE:CBT) Releases FY 2026 Earnings Guidance

Cabot (NYSE:CBT) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 6.000-6.50 for the period, compared to the consensus earnings per share estimate of 6.240. The company issued revenue guidance of -.

Analyst Ratings Changes

Several brokerages have weighed in on CBT. Zacks Research raised Cabot from a “strong sell” rating to a “hold” rating in a report on Tuesday, January 27th. Jefferies Financial Group reaffirmed a “buy” rating and set a $85.00 price target on shares of Cabot in a research report on Wednesday, February 4th. Mizuho lifted their price objective on Cabot from $75.00 to $80.00 and gave the stock a “neutral” rating in a report on Wednesday. Finally, UBS Group boosted their price objective on Cabot from $74.00 to $81.00 and gave the company a “neutral” rating in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Cabot has an average rating of “Hold” and an average target price of $75.00.

Cabot Stock Performance

Shares of Cabot stock traded down $0.80 during trading hours on Thursday, reaching $81.62. The company had a trading volume of 134,053 shares, compared to its average volume of 433,234. The firm has a market cap of $4.26 billion, a PE ratio of 15.41, a price-to-earnings-growth ratio of 10.41 and a beta of 0.78. Cabot has a one year low of $58.33 and a one year high of $85.27. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.67 and a quick ratio of 1.09. The business has a fifty day simple moving average of $73.83 and a 200 day simple moving average of $70.35.

Cabot (NYSE:CBT) last issued its quarterly earnings data on Tuesday, May 5th. The specialty chemicals company reported $1.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.47 by $0.14. The business had revenue of $904.00 million for the quarter, compared to analysts’ expectations of $900.31 million. Cabot had a return on equity of 21.28% and a net margin of 7.97%.The firm’s quarterly revenue was down 3.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.90 EPS. Cabot has set its FY 2026 guidance at 6.000-6.50 EPS. On average, analysts anticipate that Cabot will post 6.27 earnings per share for the current fiscal year.

Cabot Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 12th. Investors of record on Friday, May 29th will be issued a dividend of $0.4725 per share. This is a boost from Cabot’s previous quarterly dividend of $0.45. The ex-dividend date of this dividend is Friday, May 29th. This represents a $1.89 dividend on an annualized basis and a yield of 2.3%. Cabot’s payout ratio is currently 31.52%.

More Cabot News

Here are the key news stories impacting Cabot this week:

• Positive Sentiment: Q2 adjusted EPS beat expectations: Cabot reported adjusted EPS of $1.61 vs. consensus $1.47, showing earnings strength despite softer sales — a near-term catalyst for sentiment. Cabot (CBT) Surpasses Q2 Earnings Estimates
• Positive Sentiment: Dividend raised: the board increased the quarterly payout by 5% (annualized dividend raised to $1.89), supporting income-oriented investor demand. Cabot Corporation Reports Second Quarter Fiscal Year 2026 Results
• Positive Sentiment: Battery materials momentum: management highlighted growing BESS and EV-related demand that is contributing meaningful EBITDA, which supports longer-term growth expectations. Cabot Corporation Reports Second Quarter Fiscal Year 2026 Results
• Positive Sentiment: ESG recognition: Cabot won two 2026 Responsible Care® Awards for waste & water stewardship and facility safety, which can bolster investor confidence and limit ESG-related headline risk. Cabot Corporation Wins Responsible Care® Awards for Exceptional Safety and Sustainability Performance
• Neutral Sentiment: Guidance reaffirmed but range is conservative: Cabot reiterated FY2026 adjusted EPS guidance of $6.00–$6.50 (consensus ~6.24), leaving room for upside or downside depending on mix improvements. Cabot reaffirms FY2026 adjusted EPS of $6.0-$6.50 while targeting $22M run-rate savings from
• Neutral Sentiment: Cost actions planned: management is targeting ~$22M run-rate savings via capacity cuts and plant optimization — positive for margins longer term but may weigh near-term execution risk. Cabot reaffirms FY2026 adjusted EPS of $6.0-$6.50 while targeting $22M run-rate savings from
• Negative Sentiment: Revenue and year-ago earnings decline: Q2 sales fell ~3.4% YoY and adjusted EPS is below last year’s $1.90 (though above street estimates), underscoring cyclical pressure in parts of the business. Cabot Corporation Reports Second Quarter Fiscal Year 2026 Results
• Negative Sentiment: Asset rationalization and potential closures: Cabot signaled intended closures in South America and Europe (subject to consultation), which create execution, restructuring and near-term cash flow risks. Cabot Corporation Reports Second Quarter Fiscal Year 2026 Results
• Negative Sentiment: Analyst stance: Mizuho raised its price target but kept a neutral rating, implying limited near-term upside from current levels. Mizuho raises PT to $80, keeps Neutral

Hedge Funds Weigh In On Cabot

Several hedge funds and other institutional investors have recently added to or reduced their stakes in CBT. Global Retirement Partners LLC raised its holdings in shares of Cabot by 1,606.9% in the 4th quarter. Global Retirement Partners LLC now owns 495 shares of the specialty chemicals company’s stock valued at $33,000 after acquiring an additional 466 shares in the last quarter. Danske Bank A S purchased a new stake in Cabot in the third quarter valued at approximately $38,000. Geneos Wealth Management Inc. lifted its position in Cabot by 409.0% during the first quarter. Geneos Wealth Management Inc. now owns 453 shares of the specialty chemicals company’s stock valued at $38,000 after purchasing an additional 364 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its holdings in shares of Cabot by 709.1% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 534 shares of the specialty chemicals company’s stock worth $41,000 after buying an additional 468 shares during the last quarter. Finally, Advisory Services Network LLC purchased a new stake in shares of Cabot during the 3rd quarter valued at $57,000. 93.18% of the stock is currently owned by hedge funds and other institutional investors.

Cabot Company Profile

Cabot Corporation is a global specialty chemicals and performance materials company headquartered in Boston, Massachusetts. Founded in 1882 by Godfrey Lowell Cabot, the company has grown into a diversified manufacturer with operations across North America, Europe, Asia and Latin America. Cabot serves a wide range of end markets, including automotive, industrial, energy, and consumer products, supplying essential ingredients that enhance performance, durability and functionality.

The company operates two primary segments: Reinforcement Materials and Performance Materials.