Huntsman Corporation $HUN Shares Purchased by Pzena Investment Management LLC

Pzena Investment Management LLC boosted its position in Huntsman Corporation (NYSE:HUN) by 1.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,393,866 shares of the basic materials company’s stock after purchasing an additional 83,098 shares during the quarter. Pzena Investment Management LLC owned about 3.10% of Huntsman worth $48,437,000 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 the business. Yousif Capital Management LLC raised its position in shares of Huntsman by 12.6% in the second quarter. Yousif Capital Management LLC now owns 12,390 shares of the basic materials company’s stock valued at $129,000 after buying an additional 1,386 shares during the last quarter. Kelleher Financial Advisors grew its stake in Huntsman by 5.7% during the 2nd quarter. Kelleher Financial Advisors now owns 26,908 shares of the basic materials company’s stock valued at $280,000 after acquiring an additional 1,454 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Huntsman by 0.3% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 599,296 shares of the basic materials company’s stock valued at $9,463,000 after acquiring an additional 1,581 shares during the last quarter. Treasurer of the State of North Carolina lifted its stake in Huntsman by 2.7% in the 2nd quarter. Treasurer of the State of North Carolina now owns 76,769 shares of the basic materials company’s stock worth $800,000 after purchasing an additional 2,008 shares in the last quarter. Finally, GAMMA Investing LLC lifted its stake in Huntsman by 104.9% in the 3rd quarter. GAMMA Investing LLC now owns 3,935 shares of the basic materials company’s stock worth $35,000 after purchasing an additional 2,015 shares in the last quarter. Institutional investors and hedge funds own 84.81% of the company’s stock.

Key Huntsman News

Here are the key news stories impacting Huntsman this week:

• Positive Sentiment: Management flagged a targeted $100 million of cost savings in 2026 and said it is eyeing industry consolidation opportunities — a concrete margin-improvement plan that could boost earnings leverage if executed. Huntsman signals $100M cost savings in 2026
• Positive Sentiment: Board declared a quarterly cash dividend of $0.0875/share (payable Mar 31; record Mar 13), supporting yield-focused investors and reinforcing cash-return discipline. Huntsman Announces First Quarter 2026 Common Dividend
• Positive Sentiment: Insider buying by the CFO (reported purchase) can be read as management confidence in the company’s outlook and may support investor sentiment. Quiver Quantitative coverage (insider activity)
• Neutral Sentiment: Management presented its Q4 results and an earnings-call slide deck describing strategic growth initiatives amid challenging end markets — useful context but dependent on execution and timing. Huntsman Corp (HUN) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Q4 showed a wider adjusted loss (adjusted diluted loss of $0.37 vs. $0.25 a year ago) and missed the EPS consensus (reported -$0.37 vs. -$0.29 expected). Management cited pricing pressure, weaker volumes and soft demand; revenue fell ~6.7% YoY despite a slight revenue beat — these factors cloud near-term earnings recovery. HUN Q4 Earnings Miss, Sales Top Estimates Amid Pricing Pressure
• Negative Sentiment: Unusual options activity showed heavy put buying (large volume of puts), which can indicate short-term hedging/speculation and downside pressure on the stock. Options activity / MarketBeat
• Negative Sentiment: Mizuho raised its price target modestly to $9 but kept an “underperform” rating — a signal that some sell-side analysts remain cautious and could cap upside until fundamentals improve. Mizuho price target/rating note

Huntsman Stock Up 8.3%

Shares of HUN opened at $13.38 on Thursday. The company’s 50-day moving average price is $11.46 and its 200 day moving average price is $10.18. Huntsman Corporation has a 12-month low of $7.30 and a 12-month high of $18.53. The company has a current ratio of 1.36, a quick ratio of 0.84 and a debt-to-equity ratio of 0.54. The firm has a market cap of $2.32 billion, a P/E ratio of -8.16 and a beta of 0.70.

Huntsman (NYSE:HUN) last announced its quarterly earnings results on Tuesday, February 17th. The basic materials company reported ($0.37) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.29) by ($0.08). The company had revenue of $1.36 billion for the quarter, compared to analyst estimates of $1.34 billion. Huntsman had a negative net margin of 5.00% and a negative return on equity of 3.93%. Huntsman’s revenue was down 6.7% on a year-over-year basis. During the same quarter in the prior year, the business earned ($0.25) earnings per share. On average, sell-side analysts forecast that Huntsman Corporation will post 0.32 earnings per share for the current year.

Huntsman Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th will be paid a dividend of $0.0875 per share. This represents a $0.35 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date is Friday, March 13th. Huntsman’s dividend payout ratio is -18.42%.

Analyst Upgrades and Downgrades

Several research firms recently commented on HUN. Citigroup increased their price target on Huntsman from $10.50 to $12.00 and gave the company a “neutral” rating in a report on Thursday, January 15th. Mizuho upped their target price on Huntsman from $8.00 to $9.00 and gave the company an “underperform” rating in a report on Wednesday. Weiss Ratings reiterated a “sell (d)” rating on shares of Huntsman in a report on Thursday, January 22nd. Alembic Global Advisors set a $11.00 price objective on shares of Huntsman in a report on Monday, October 27th. Finally, JPMorgan Chase & Co. reduced their target price on shares of Huntsman from $20.00 to $11.00 and set an “overweight” rating on the stock in a research note on Monday, November 10th. Two investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Reduce” and an average target price of $11.09.

Huntsman Company Profile

Huntsman Corporation is a global manufacturer and marketer of specialty chemicals with headquarters in The Woodlands, Texas. Founded in 1970 by entrepreneur Jon Huntsman Sr., the company has grown through strategic acquisitions and organic expansion to establish a broad portfolio of products serving diverse end markets. Huntsman maintains a presence in more than 30 countries, operating manufacturing facilities across North America, Europe, Asia-Pacific, Latin America and the Middle East.

The company organizes its operations into several core business segments, including Polyurethanes, Performance Products, Advanced Materials, and Textile Effects.