Kiltearn Partners LLP Trims Holdings in LyondellBasell Industries N.V. $LYB

Kiltearn Partners LLP lowered its holdings in shares of LyondellBasell Industries N.V. (NYSE:LYB) by 6.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 249,000 shares of the specialty chemicals company’s stock after selling 17,200 shares during the period. LyondellBasell Industries accounts for 2.4% of Kiltearn Partners LLP’s investment portfolio, making the stock its 16th largest holding. Kiltearn Partners LLP owned 0.08% of LyondellBasell Industries worth $12,211,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of LyondellBasell Industries during the second quarter worth about $280,000,000. Soundwatch Capital LLC acquired a new position in LyondellBasell Industries in the 2nd quarter valued at about $268,123,000. Ameriprise Financial Inc. raised its stake in LyondellBasell Industries by 67.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 1,372,998 shares of the specialty chemicals company’s stock valued at $79,438,000 after acquiring an additional 553,081 shares during the last quarter. State Street Corp raised its stake in LyondellBasell Industries by 4.1% during the 2nd quarter. State Street Corp now owns 12,915,151 shares of the specialty chemicals company’s stock valued at $747,271,000 after acquiring an additional 514,057 shares during the last quarter. Finally, AQR Capital Management LLC lifted its position in LyondellBasell Industries by 30.2% during the 2nd quarter. AQR Capital Management LLC now owns 1,607,363 shares of the specialty chemicals company’s stock worth $92,632,000 after acquiring an additional 372,817 shares during the period. 71.20% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on LYB shares. Evercore dropped their target price on LyondellBasell Industries from $65.00 to $57.00 and set an “in-line” rating on the stock in a report on Tuesday, November 11th. KeyCorp raised LyondellBasell Industries from a “sector weight” rating to an “overweight” rating and set a $73.00 price target for the company in a report on Wednesday. Zacks Research upgraded shares of LyondellBasell Industries from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 2nd. BMO Capital Markets raised shares of LyondellBasell Industries from an “underperform” rating to a “market perform” rating and boosted their price objective for the company from $38.00 to $68.00 in a research note on Thursday. Finally, Jefferies Financial Group reduced their target price on shares of LyondellBasell Industries from $50.00 to $46.00 and set a “hold” rating for the company in a research note on Monday, December 8th. Two equities research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and a consensus price target of $54.00.

LyondellBasell Industries News Summary

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 Stock Performance

NYSE:LYB opened at $67.26 on Monday. The firm’s fifty day simple moving average is $52.86 and its 200-day simple moving average is $49.73. The company has a quick ratio of 1.20, a current ratio of 1.77 and a debt-to-equity ratio of 1.20. The stock has a market cap of $21.67 billion, a PE ratio of -28.87, a price-to-earnings-growth ratio of 0.60 and a beta of 0.64. LyondellBasell Industries N.V. has a fifty-two week low of $41.58 and a fifty-two week high of $78.41.

LyondellBasell Industries (NYSE:LYB) last announced its quarterly earnings data on Friday, January 30th. The specialty chemicals company reported ($0.26) EPS for the quarter, missing the consensus estimate of $0.18 by ($0.44). LyondellBasell Industries had a negative net margin of 2.46% and a positive return on equity of 4.93%. The company had revenue of $7.09 billion during the quarter, compared to analyst estimates of $6.82 billion. During the same quarter last year, the business earned $0.75 EPS. The firm’s revenue for the quarter was down 9.2% on a year-over-year basis. Analysts expect that LyondellBasell Industries N.V. will post 6.31 earnings per share for the current fiscal year.

LyondellBasell Industries Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 9th. Investors of record on Monday, March 2nd will be issued a dividend of $0.69 per share. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $2.76 annualized dividend and a yield of 4.1%. LyondellBasell Industries’s payout ratio is currently -118.45%.

LyondellBasell Industries Company 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.