Indivisible Partners Acquires Shares of 3,175 Albemarle Corporation $ALB

Indivisible Partners acquired a new stake in Albemarle Corporation (NYSE:ALB) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 3,175 shares of the specialty chemicals company’s stock, valued at approximately $449,000.

Several other institutional investors and hedge funds also recently made changes to their positions in ALB. Manning & Napier Advisors LLC purchased a new stake in shares of Albemarle in the third quarter valued at about $138,723,000. AQR Capital Management LLC raised its holdings in shares of Albemarle by 22,047.4% in the second quarter. AQR Capital Management LLC now owns 713,812 shares of the specialty chemicals company’s stock valued at $44,613,000 after purchasing an additional 710,589 shares during the last quarter. Samlyn Capital LLC purchased a new stake in shares of Albemarle in the third quarter valued at about $47,088,000. Caisse de depot et placement du Quebec purchased a new stake in shares of Albemarle in the third quarter valued at about $41,239,000. Finally, HB Wealth Management LLC raised its holdings in shares of Albemarle by 1,278.8% in the third quarter. HB Wealth Management LLC now owns 440,608 shares of the specialty chemicals company’s stock valued at $35,725,000 after purchasing an additional 408,652 shares during the last quarter. Hedge funds and other institutional investors own 92.87% of the company’s stock.

Albemarle Stock Performance

NYSE ALB opened at $198.32 on Friday. Albemarle Corporation has a 52-week low of $53.70 and a 52-week high of $221.00. The company has a 50-day simple moving average of $179.56 and a 200 day simple moving average of $154.41. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.57 and a current ratio of 2.23. The company has a market capitalization of $23.38 billion, a PE ratio of -58.16, a price-to-earnings-growth ratio of 1.38 and a beta of 1.36.

Albemarle (NYSE:ALB) last posted its quarterly earnings data on Wednesday, May 6th. The specialty chemicals company reported $2.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.24 by $1.71. Albemarle had a negative net margin of 5.00% and a positive return on equity of 5.20%. The business had revenue of $1.43 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter last year, the company posted ($0.18) earnings per share. The firm’s quarterly revenue was up 32.7% compared to the same quarter last year. On average, research analysts predict that Albemarle Corporation will post 8.72 EPS for the current year.

Albemarle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Friday, June 12th will be issued a dividend of $0.405 per share. This represents a $1.62 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Friday, June 12th. Albemarle’s dividend payout ratio (DPR) is -28.17%.

Wall Street Analysts Forecast Growth

ALB has been the subject of several analyst reports. Argus increased their target price on shares of Albemarle from $140.00 to $185.00 in a report on Monday, February 23rd. Morgan Stanley increased their target price on shares of Albemarle from $170.00 to $189.00 and gave the company an “equal weight” rating in a report on Tuesday, April 28th. Citigroup increased their target price on shares of Albemarle from $190.00 to $210.00 and gave the company a “neutral” rating in a report on Tuesday, April 21st. Scotiabank upgraded shares of Albemarle from a “sector perform” rating to a “sector outperform” rating and increased their target price for the company from $85.00 to $200.00 in a report on Monday, January 12th. Finally, BMO Capital Markets increased their target price on shares of Albemarle from $145.00 to $210.00 and gave the company an “outperform” rating in a report on Tuesday, January 20th. Thirteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Albemarle has a consensus rating of “Hold” and an average price target of $183.83.

Insider Transactions at Albemarle

In related news, CEO J Kent Masters sold 11,783 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $170.81, for a total transaction of $2,012,654.23. Following the completion of the sale, the chief executive officer owned 134,628 shares in the company, valued at approximately $22,995,808.68. This trade represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.42% of the company’s stock.

More Albemarle News

Here are the key news stories impacting Albemarle this week:

• Positive Sentiment: Q1 results beat expectations — Albemarle reported $2.95 EPS vs. $1.24 expected and revenue of $1.43B (up ~32.7% YoY), driven by stronger pricing and volumes. This outsized beat is the primary catalyst for the stock move today. ALB Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Management noted strong lithium pricing and higher volumes that lifted Energy Storage sales ~70%, supporting near-term margin and cash-flow improvements tied to EV battery demand. Lithium pricing and volumes lift results
• Positive Sentiment: Conference call and slide deck provide supporting detail on segment performance and volumes that investors can use to validate sustainability of the beat. Q1 Earnings Call Transcript
• Neutral Sentiment: FY‑2026 revenue guidance was published roughly in line with consensus (~$5.7B–$6.0B reported), so while near-term results surprised positively, full‑year expectations imply limited incremental upside unless pricing/volume trends continue. PR News Release (Q1 Results)
• Neutral Sentiment: Mizuho raised its price target from $185 to $205 but kept a Neutral rating, signaling cautious optimism — the new PT implies only modest upside from current levels. Benzinga note
• Negative Sentiment: Despite the beat, Albemarle still reported a negative net margin (~‑10.7%) and a negative P/E on trailing metrics, which raises questions about cost items, one‑offs or non‑operational charges that could temper enthusiasm until margins sustainably improve. MarketBeat earnings summary
• Positive Sentiment: Board declared a quarterly dividend of $0.405/share (annualized $1.62) — small yield but signals shareholder returns continuity. Dividend announcement

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.