FY2026 Earnings Estimate for Celanese Issued By KeyCorp

Key Points

• KeyCorp estimates Celanese will earn $6.05 per share in FY2026, slightly above the $6.00 consensus estimate, and maintains a “Strong Buy” rating.
• Analyst sentiment is broadly positive but mixed: Celanese has a consensus “Moderate Buy” rating and an average price target of $63.27, compared with a recent share price of $46.18.
• Celanese reported quarterly EPS of $2.45, exceeding expectations of $2.23, while revenue rose 8.7% year over year to $2.75 billion; the company also issued third-quarter 2026 EPS guidance of $1.35–$1.75.

Celanese Corporation (NYSE:CE - Free Report) - Analysts at KeyCorp issued their FY2026 earnings per share (EPS) estimates for shares of Celanese in a research note issued on Thursday, September 10th. KeyCorp analyst S. Tiano expects that the basic materials company will post earnings of $6.05 per share for the year. KeyCorp has a "Strong-Buy" rating on the stock. The consensus estimate for Celanese's current full-year earnings is $6.00 per share.

A number of other research firms have also recently weighed in on CE. Weiss Ratings reissued a "sell (d-)" rating on shares of Celanese in a report on Friday, August 21st. Wells Fargo & Company lowered their target price on shares of Celanese from $80.00 to $65.00 and set an "overweight" rating for the company in a report on Thursday, August 6th. BMO Capital Markets reduced their price target on shares of Celanese from $57.00 to $54.00 and set a "market perform" rating for the company in a research report on Wednesday, August 5th. Deutsche Bank Aktiengesellschaft set a $50.00 price objective on Celanese in a report on Thursday, August 6th. Finally, Morgan Stanley reduced their target price on Celanese from $72.00 to $58.00 and set an "equal weight" rating for the company in a report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $63.27.

Celanese Price Performance

CE stock opened at $46.18 on Monday. The business has a 50 day moving average price of $45.52 and a 200 day moving average price of $52.76. The company has a quick ratio of 0.87, a current ratio of 1.45 and a debt-to-equity ratio of 2.33. The stock has a market cap of $5.07 billion, a price-to-earnings ratio of -4.32, a PEG ratio of 0.30 and a beta of 0.76. Celanese has a fifty-two week low of $35.13 and a fifty-two week high of $70.70.

Celanese (NYSE:CE - Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The basic materials company reported $2.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.23 by $0.22. Celanese had a positive return on equity of 13.04% and a negative net margin of 12.04%.The business had revenue of $2.75 billion during the quarter, compared to analysts' expectations of $2.75 billion. During the same period in the prior year, the firm posted $1.44 EPS. The business's quarterly revenue was up 8.7% compared to the same quarter last year. Celanese has set its Q3 2026 guidance at 1.350-1.750 EPS.

Institutional Trading of Celanese

Several hedge funds and other institutional investors have recently made changes to their positions in CE. Childress Capital Advisors LLC raised its stake in Celanese by 3.6% during the first quarter. Childress Capital Advisors LLC now owns 5,587 shares of the basic materials company's stock worth $367,000 after purchasing an additional 192 shares during the period. AdvisorNet Financial Inc grew its stake in shares of Celanese by 14.5% during the 1st quarter. AdvisorNet Financial Inc now owns 1,815 shares of the basic materials company's stock valued at $119,000 after buying an additional 230 shares during the period. Deseret Mutual Benefit Administrators grew its stake in shares of Celanese by 20.7% during the 4th quarter. Deseret Mutual Benefit Administrators now owns 1,399 shares of the basic materials company's stock valued at $59,000 after buying an additional 240 shares during the period. Bessemer Group Inc. increased its holdings in shares of Celanese by 7.1% during the 1st quarter. Bessemer Group Inc. now owns 3,970 shares of the basic materials company's stock worth $262,000 after buying an additional 262 shares during the last quarter. Finally, Geneos Wealth Management Inc. raised its position in shares of Celanese by 111.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 513 shares of the basic materials company's stock worth $28,000 after buying an additional 270 shares during the period. Hedge funds and other institutional investors own 98.87% of the company's stock.

Insider Transactions at Celanese

In other news, SVP Mark Murray acquired 2,153 shares of the company's stock in a transaction on Tuesday, August 11th. The shares were bought at an average cost of $45.52 per share, with a total value of $98,004.56. Following the purchase, the senior vice president owned 30,432 shares of the company's stock, valued at $1,385,264.64. This represents a 7.61% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.34% of the company's stock.

Celanese Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, August 10th. Investors of record on Tuesday, July 28th were given a $0.03 dividend. This represents a $0.12 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Tuesday, July 28th. Celanese's dividend payout ratio (DPR) is -1.12%.

Key Stories Impacting Celanese

Here are the key news stories impacting Celanese this week:

• Positive Sentiment: KeyCorp upgraded Celanese to “Strong Buy,” reinforcing its bullish view on the chemicals company. KeyCorp maintains a $57 price target, implying meaningful upside from current levels. Celanese upgraded by KeyCorp
• Positive Sentiment: KeyCorp’s earnings outlook points to a recovery. The firm estimates $1.56 in third-quarter 2026 EPS, $1.19 in the fourth quarter, $6.10 for fiscal 2027 and $6.70 for fiscal 2028. The longer-term estimates exceed the current full-year consensus of $5.99, supporting the case that earnings could improve over time.
• Positive Sentiment: Unusually heavy call-option activity signals increased speculative interest in Celanese. Traders purchased 10,136 calls, roughly 410% above typical volume, suggesting some market participants are positioning for a rebound, though options activity is not a fundamental indicator.
• Neutral Sentiment: Celanese is selling another 19% of Nutrinova for $152 million, reducing its ownership stake to 11%. The proceeds could help the highly leveraged company pay down debt, but the transaction also reduces exposure to a business that could provide future growth. Celanese selling another 19% of Nutrinova
• Negative Sentiment: Recent coverage highlighted weakness following second-quarter 2026 results and the Nutrinova stake sale. Investors may remain cautious until Celanese demonstrates sustained earnings improvement and debt reduction. Celanese stock edges lower after earnings and Nutrinova sale

Celanese Company Profile

Celanese Corporation is a global chemical and specialty materials company headquartered in Irving, Texas. The company develops and manufactures engineered polymers, specialty chemicals and other materials used in a broad range of industries, including automotive, medical, electronics, consumer products, industrial equipment, coatings and packaging.

Celanese operates through two primary businesses: Engineered Materials and the Acetyl Chain. Its engineered materials portfolio includes high-performance thermoplastics, engineered polymers and other specialty compounds used to replace metal and conventional materials in demanding applications.

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