Capital Research Global Investors Has $188.89 Million Stake in Celanese Corporation $CE

Key Points

• Capital Research Global Investors trimmed its stake in Celanese by 2.2%, selling 98,844 shares and ending the quarter with 4,488,911 shares (a 4.10% holding) worth about $188.89 million.
• Celanese posted a quarterly EPS miss ($0.67 vs. $0.89 est.), saw revenue down 6.5% year‑over‑year and a negative net margin (-12.15%), set Q1 2026 EPS guidance of $0.70–$0.85, and faces mixed analyst views (consensus "Hold," $59.39 target; Citi raised its target to $75).

Capital Research Global Investors lowered its stake in Celanese Corporation (NYSE:CE - Free Report) by 2.2% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,488,911 shares of the basic materials company's stock after selling 98,844 shares during the quarter. Capital Research Global Investors owned 4.10% of Celanese worth $188,893,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of CE. Federated Hermes Inc. increased its stake in Celanese by 182.1% in the second quarter. Federated Hermes Inc. now owns 5,081,458 shares of the basic materials company's stock valued at $281,157,000 after purchasing an additional 3,280,109 shares in the last quarter. Norges Bank bought a new position in shares of Celanese during the 2nd quarter worth about $114,934,000. Bank of America Corp DE grew its stake in shares of Celanese by 103.7% in the 2nd quarter. Bank of America Corp DE now owns 1,645,689 shares of the basic materials company's stock valued at $91,056,000 after buying an additional 837,944 shares during the period. Marshall Wace LLP grew its stake in shares of Celanese by 706.8% in the 2nd quarter. Marshall Wace LLP now owns 819,833 shares of the basic materials company's stock valued at $45,361,000 after buying an additional 718,218 shares during the period. Finally, Assenagon Asset Management S.A. increased its position in Celanese by 437.9% in the 3rd quarter. Assenagon Asset Management S.A. now owns 737,289 shares of the basic materials company's stock valued at $31,025,000 after buying an additional 600,229 shares in the last quarter. 98.87% of the stock is owned by institutional investors.

Celanese Trading Up 2.7%

Shares of Celanese stock opened at $52.02 on Thursday. The company has a market capitalization of $5.70 billion, a P/E ratio of -4.91, a price-to-earnings-growth ratio of 0.38 and a beta of 1.07. The stock has a fifty day simple moving average of $49.76 and a 200 day simple moving average of $44.73. Celanese Corporation has a 12-month low of $35.13 and a 12-month high of $63.55. The company has a current ratio of 1.55, a quick ratio of 0.94 and a debt-to-equity ratio of 2.55.

Celanese (NYSE:CE - Get Free Report) last issued its quarterly earnings data on Tuesday, February 17th. The basic materials company reported $0.67 earnings per share for the quarter, missing the consensus estimate of $0.89 by ($0.22). The company had revenue of $2.20 billion for the quarter, compared to the consensus estimate of $2.25 billion. Celanese had a negative net margin of 12.15% and a positive return on equity of 8.75%. Celanese's revenue was down 6.5% on a year-over-year basis. During the same quarter last year, the business posted $1.45 earnings per share. Celanese has set its Q1 2026 guidance at 0.700-0.850 EPS. On average, sell-side analysts anticipate that Celanese Corporation will post 8.79 earnings per share for the current fiscal year.

Celanese Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were given a dividend of $0.03 per share. This represents a $0.12 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Tuesday, February 24th. Celanese's dividend payout ratio (DPR) is presently -1.13%.

Analysts Set New Price Targets

CE has been the topic of several recent research reports. Citigroup increased their price target on Celanese from $63.00 to $75.00 and gave the stock a "buy" rating in a report on Thursday, February 19th. UBS Group boosted their price objective on Celanese from $50.00 to $56.00 and gave the company a "neutral" rating in a report on Thursday, February 19th. Zacks Research cut Celanese from a "hold" rating to a "strong sell" rating in a report on Tuesday, January 20th. Tudor Pickering raised shares of Celanese from a "hold" rating to a "buy" rating in a research report on Monday. Finally, Robert W. Baird set a $65.00 price target on shares of Celanese in a research note on Thursday, February 19th. Nine equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus target price of $59.39.

Celanese News Summary

Here are the key news stories impacting Celanese this week:

• Positive Sentiment: Tudor Pickering upgraded Celanese to a "Buy," which can attract buyers and support near-term momentum. Article Title
• Positive Sentiment: Vertical Research also upgraded CE to "Buy," adding to positive analyst flow that likely helped push the stock up today. Article Title
• Neutral Sentiment: Zacks slightly raised its Q3 2027 EPS view (from $0.16 to $0.31), but this single-quarter bump is small relative to its broader negative revisions and does not offset the overall downgrade bias.
• Negative Sentiment: Zacks Research cut multiple quarterly and full‑year EPS estimates and kept a "Strong Sell" stance — examples include Q1 2026 down to $0.80 (from $0.88), Q2 2026 to $1.12 (from $1.58), FY2026 to $4.40 (from $5.20), and FY2027 to $5.94 (from $7.05). These reductions, alongside Zacks' negative rating, increase downside pressure on the stock and reflect weaker-than-expected near‑term profit outlooks.

Celanese Profile

Celanese Corporation is a global chemical and specialty materials company that develops, manufactures and markets a broad portfolio of products serving diverse industries. The company operates through two primary business segments—Engineered Materials and Acetyl Chain—offering solutions that range from high-performance polymers and specialty additives to industrial chemicals and intermediates. Its engineered materials are used in applications such as automotive components, consumer electronics, medical devices and packaging, while its acetyl derivatives find uses in coatings, adhesives, solvents and personal care products.

In the Engineered Materials segment, Celanese produces a variety of high-performance thermoplastics, polyether-block-amide (PEBA) elastomers and functional additives designed to enhance product durability, thermal resistance and sustainability.

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