Eastman Chemical (NYSE:EMN) Releases Q1 2026 Earnings Guidance

Eastman Chemical (NYSE:EMN) issued an update on its first quarter 2026 earnings guidance on Friday morning. The company provided EPS guidance of 1.000-1.200 for the period, compared to the consensus EPS estimate of 0.740. The company issued revenue guidance of -.

Eastman Chemical Price Performance

Shares of EMN opened at $69.04 on Friday. The stock has a 50 day simple moving average of $64.80 and a 200 day simple moving average of $65.23. Eastman Chemical has a 52-week low of $56.11 and a 52-week high of $103.82. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.86 and a current ratio of 1.76. The firm has a market capitalization of $7.88 billion, a PE ratio of 11.53, a P/E/G ratio of 6.78 and a beta of 1.23.

Eastman Chemical (NYSE:EMN) last announced its quarterly earnings results on Thursday, January 29th. The basic materials company reported $0.75 earnings per share for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.01). Eastman Chemical had a net margin of 7.75% and a return on equity of 12.89%. The company had revenue of $1.97 billion during the quarter, compared to the consensus estimate of $2.03 billion. Sell-side analysts predict that Eastman Chemical will post 8.55 EPS for the current fiscal year.

Eastman Chemical Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Monday, December 15th were issued a dividend of $0.84 per share. This is a boost from Eastman Chemical’s previous quarterly dividend of $0.83. The ex-dividend date was Monday, December 15th. This represents a $3.36 dividend on an annualized basis and a yield of 4.9%. Eastman Chemical’s dividend payout ratio is currently 56.09%.

Analyst Ratings Changes

Several research firms have recently weighed in on EMN. UBS Group reduced their price objective on Eastman Chemical from $75.00 to $73.00 and set a “buy” rating for the company in a research report on Wednesday, November 5th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Eastman Chemical in a research report on Wednesday, January 21st. Mizuho decreased their price target on shares of Eastman Chemical from $80.00 to $75.00 and set an “outperform” rating for the company in a research note on Friday, October 3rd. Evercore ISI cut their price objective on shares of Eastman Chemical from $75.00 to $70.00 and set an “in-line” rating on the stock in a research report on Tuesday, November 11th. Finally, Wells Fargo & Company reaffirmed an “equal weight” rating and issued a $70.00 target price on shares of Eastman Chemical in a research report on Friday, December 19th. Six analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $78.54.

Key Eastman Chemical News

Here are the key news stories impacting Eastman Chemical this week:

• Positive Sentiment: Underlying profitability and valuation may cushion downside — Eastman still shows mid-teens ROE and positive margins, and a relatively low P/E vs. its history, which could limit further multiple compression.
• Neutral Sentiment: Company released its quarter press release and slide deck for investors to review the detail behind results and guidance; useful for modeling revisions. Eastman Announces Fourth-Quarter and Full-Year 2025 Financial Results
• Neutral Sentiment: Analyst consensus remains cautious — the street consensus rating is a “Hold,” suggesting limited near-term analyst upgrade pressure. Eastman Chemical Company (NYSE:EMN) Receives Consensus Rating of “Hold” from Analysts
• Neutral Sentiment: Pre-earnings coverage highlighted key metrics investors wanted to see, providing context for why misses mattered to the market. Wall Street’s Insights Into Key Metrics Ahead of Eastman Chemical (EMN) Q4 Earnings
• Negative Sentiment: Q4 EPS missed estimates — Eastman reported $0.75 EPS, below consensus (~$0.76–$0.79), marking a sharp decline from last year and prompting margin/volume concerns. Eastman Chemical (EMN) Q4 Earnings and Revenues Miss Estimates
• Negative Sentiment: Revenue and volumes were weaker than expected — management cited lower volumes, which directly hit top-line and is the primary reason the stock sold off. Eastman Chemical shares fall after revenue miss on lower volumes
• Negative Sentiment: Q1 guidance disappointed — the outlook for the first quarter fell short of expectations, amplifying the negative reaction as investors trim exposure ahead of revised forecasts. Eastman Chemical falls as Q1 guidance disappoints

Institutional Trading of Eastman Chemical

Large investors have recently modified their holdings of the stock. Sunbelt Securities Inc. boosted its position in Eastman Chemical by 7.7% in the third quarter. Sunbelt Securities Inc. now owns 3,503 shares of the basic materials company’s stock valued at $221,000 after buying an additional 249 shares in the last quarter. Captrust Financial Advisors grew its position in Eastman Chemical by 29.2% during the 3rd quarter. Captrust Financial Advisors now owns 32,127 shares of the basic materials company’s stock worth $2,026,000 after acquiring an additional 7,256 shares during the last quarter. Danske Bank A S bought a new position in Eastman Chemical in the third quarter valued at about $50,000. Abel Hall LLC bought a new stake in shares of Eastman Chemical during the third quarter worth about $258,000. Finally, NewEdge Advisors LLC increased its stake in shares of Eastman Chemical by 37.8% in the third quarter. NewEdge Advisors LLC now owns 13,112 shares of the basic materials company’s stock valued at $827,000 after buying an additional 3,597 shares during the period. 83.65% of the stock is owned by institutional investors and hedge funds.

About Eastman Chemical

Eastman Chemical Company (NYSE: EMN) is a global specialty materials company that develops, manufactures and markets a broad range of advanced materials, chemicals and fibers. Its product portfolio spans performance additives, functional products, and engineered plastics designed to enhance the durability, appearance and performance of end products across diverse industries.

The company’s main business activities include the production of specialty chemicals used in adhesives, coatings, building materials and consumer care applications, as well as high-performance plastics for packaging, automotive and electronics markets.