Grantham Mayo Van Otterloo & Co. LLC Buys 20,906 Shares of LyondellBasell Industries N.V. $LYB

Grantham Mayo Van Otterloo & Co. LLC increased its stake in LyondellBasell Industries N.V. (NYSE:LYB) by 6.3% in the 3rd quarter, Holdings Channel reports. The firm owned 354,380 shares of the specialty chemicals company’s stock after purchasing an additional 20,906 shares during the period. Grantham Mayo Van Otterloo & Co. LLC’s holdings in LyondellBasell Industries were worth $17,379,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Ameriflex Group Inc. grew its holdings in LyondellBasell Industries by 2,283.7% during the third quarter. Ameriflex Group Inc. now owns 2,050 shares of the specialty chemicals company’s stock valued at $101,000 after purchasing an additional 1,964 shares during the last quarter. First Trust Advisors LP lifted its stake in shares of LyondellBasell Industries by 7.1% in the third quarter. First Trust Advisors LP now owns 489,810 shares of the specialty chemicals company’s stock worth $24,020,000 after buying an additional 32,353 shares during the last quarter. Barclays PLC boosted its holdings in shares of LyondellBasell Industries by 3.5% during the 3rd quarter. Barclays PLC now owns 1,006,356 shares of the specialty chemicals company’s stock worth $49,352,000 after buying an additional 33,873 shares during the period. South Dakota Investment Council grew its stake in LyondellBasell Industries by 9.7% in the 3rd quarter. South Dakota Investment Council now owns 295,537 shares of the specialty chemicals company’s stock valued at $14,493,000 after buying an additional 26,251 shares during the last quarter. Finally, Manske Wealth Management grew its stake in LyondellBasell Industries by 26.4% in the 3rd quarter. Manske Wealth Management now owns 53,001 shares of the specialty chemicals company’s stock valued at $2,599,000 after buying an additional 11,069 shares during the last quarter. Institutional investors and hedge funds own 71.20% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have weighed in on LYB shares. Fermium Researc lowered shares of LyondellBasell Industries from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, December 3rd. Wolfe Research lowered their price target on LyondellBasell Industries from $39.00 to $38.00 and set an “underperform” rating on the stock in a research report on Monday, February 2nd. Citigroup boosted their price objective on LyondellBasell Industries from $46.00 to $49.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 3rd. Wall Street Zen downgraded LyondellBasell Industries from a “hold” rating to a “sell” rating in a research note on Saturday, November 22nd. Finally, Vertical Research lowered LyondellBasell Industries from a “buy” rating to a “hold” rating and set a $48.00 target price on the stock. in a report on Wednesday, January 7th. Two research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Reduce” and a consensus target price of $54.00.

LyondellBasell Industries Stock Performance

NYSE LYB opened at $67.26 on Monday. The company’s fifty day moving average is $52.86 and its two-hundred day moving average is $49.73. LyondellBasell Industries N.V. has a 52-week low of $41.58 and a 52-week high of $78.41. The company has a debt-to-equity ratio of 1.20, a current ratio of 1.77 and a quick ratio of 1.20. The firm has a market capitalization of $21.67 billion, a price-to-earnings ratio of -28.87, a P/E/G ratio of 0.60 and a beta of 0.64.

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 analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $6.82 billion. During the same period in the prior year, the company posted $0.75 EPS. The firm’s quarterly revenue was down 9.2% on a year-over-year basis. Equities research analysts forecast that LyondellBasell Industries N.V. will post 6.31 EPS for the current year.

LyondellBasell Industries Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 9th. Shareholders of record on Monday, March 2nd will be issued a $0.69 dividend. 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 dividend payout ratio is -118.45%.

Key Headlines Impacting LyondellBasell Industries

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

About LyondellBasell Industries

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.