ING Groep NV Raises Holdings in Albemarle Corporation $ALB

ING Groep NV raised its position in shares of Albemarle Corporation (NYSE:ALB) by 738.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 66,920 shares of the specialty chemicals company’s stock after acquiring an additional 58,938 shares during the period. ING Groep NV owned approximately 0.06% of Albemarle worth $5,426,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in ALB. Hantz Financial Services Inc. raised its holdings in shares of Albemarle by 10,050.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 406 shares of the specialty chemicals company’s stock worth $25,000 after purchasing an additional 402 shares during the period. Cromwell Holdings LLC increased its position in Albemarle by 36.8% during the 3rd quarter. Cromwell Holdings LLC now owns 413 shares of the specialty chemicals company’s stock worth $34,000 after purchasing an additional 111 shares in the last quarter. Physician Wealth Advisors Inc. acquired a new stake in Albemarle during the 3rd quarter worth approximately $40,000. CVA Family Office LLC raised its holdings in Albemarle by 7,257.1% in the second quarter. CVA Family Office LLC now owns 515 shares of the specialty chemicals company’s stock valued at $32,000 after buying an additional 508 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its position in Albemarle by 536.7% during the second quarter. EverSource Wealth Advisors LLC now owns 573 shares of the specialty chemicals company’s stock valued at $36,000 after buying an additional 483 shares in the last quarter. 92.87% of the stock is currently owned by institutional investors and hedge funds.

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.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Stephens reissued an “outperform” rating on shares of Albemarle in a research report on Friday, December 19th. Scotiabank upgraded shares of Albemarle from a “sector perform” rating to a “sector outperform” rating and lifted their target price for the company from $85.00 to $200.00 in a report on Monday, January 12th. Mizuho increased their price target on Albemarle from $156.00 to $185.00 and gave the company a “neutral” rating in a report on Thursday. Deutsche Bank Aktiengesellschaft raised Albemarle from a “hold” rating to a “buy” rating and raised their price objective for the company from $125.00 to $185.00 in a research report on Monday, January 12th. Finally, Bank of America upped their target price on Albemarle from $118.00 to $167.00 and gave the stock a “neutral” rating in a research report on Thursday, January 8th. Three analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Albemarle presently has an average rating of “Moderate Buy” and a consensus target price of $163.40.

Albemarle Stock Performance

Shares of ALB stock opened at $158.47 on Friday. 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 company’s fifty day moving average price is $157.34 and its two-hundred day moving average price is $114.39. The firm has a market capitalization of $18.65 billion, a P/E ratio of -27.56, a P/E/G ratio of 2.53 and a beta of 1.44. Albemarle Corporation has a 12 month low of $49.43 and a 12 month high of $195.68.

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

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.