LyondellBasell Industries N.V. $LYB Shares Acquired by Old North State Wealth Management LLC

Key Points

• Old North State Wealth Management raised its stake in LyondellBasell (NYSE:LYB) by 48.4% in Q4 to 116,726 shares valued at $5.06 million, making LYB about 2.4% of its portfolio and its 12th largest holding.
• Several analysts have boosted ratings and price targets — for example, Citigroup to $90 and RBC to $91 — but the MarketBeat consensus remains a Hold with a $68.67 target.
• Major shareholder Ai Investments sold 384,548 shares for roughly $26.2 million in March, while institutional investors own about 71.2% of LYB's shares.

Old North State Wealth Management LLC increased its stake in LyondellBasell Industries N.V. (NYSE:LYB - Free Report) by 48.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 116,726 shares of the specialty chemicals company's stock after purchasing an additional 38,057 shares during the quarter. LyondellBasell Industries comprises about 2.4% of Old North State Wealth Management LLC's portfolio, making the stock its 12th biggest holding. Old North State Wealth Management LLC's holdings in LyondellBasell Industries were worth $5,058,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Stanley Laman Group Ltd. lifted its holdings in LyondellBasell Industries by 66.0% in the fourth quarter. Stanley Laman Group Ltd. now owns 53,423 shares of the specialty chemicals company's stock worth $2,313,000 after purchasing an additional 21,235 shares during the period. U.S. Capital Wealth Advisors LLC raised its position in LyondellBasell Industries by 18.9% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 21,424 shares of the specialty chemicals company's stock worth $928,000 after acquiring an additional 3,404 shares in the last quarter. Choreo LLC raised its position in LyondellBasell Industries by 65.6% in the fourth quarter. Choreo LLC now owns 21,733 shares of the specialty chemicals company's stock worth $949,000 after acquiring an additional 8,612 shares in the last quarter. KG&L Capital Management LLC raised its position in LyondellBasell Industries by 28.7% in the fourth quarter. KG&L Capital Management LLC now owns 10,048 shares of the specialty chemicals company's stock worth $475,000 after acquiring an additional 2,242 shares in the last quarter. Finally, Howard Capital Management Inc. raised its position in LyondellBasell Industries by 215.1% in the fourth quarter. Howard Capital Management Inc. now owns 20,712 shares of the specialty chemicals company's stock worth $897,000 after acquiring an additional 14,138 shares in the last quarter. Institutional investors and hedge funds own 71.20% of the company's stock.

Analysts Set New Price Targets

LYB has been the topic of several research reports. Citigroup boosted their price target on shares of LyondellBasell Industries from $76.00 to $90.00 and gave the stock a "buy" rating in a research report on Wednesday, April 8th. Vertical Research upgraded shares of LyondellBasell Industries from a "hold" rating to a "buy" rating and set a $75.00 price target on the stock in a research report on Monday, March 9th. Mizuho boosted their price objective on LyondellBasell Industries from $62.00 to $74.00 and gave the stock a "neutral" rating in a report on Monday, March 23rd. Wall Street Zen upgraded LyondellBasell Industries from a "sell" rating to a "hold" rating in a report on Saturday, March 21st. Finally, Wells Fargo & Company boosted their price objective on LyondellBasell Industries from $70.00 to $87.00 and gave the stock an "equal weight" rating in a report on Monday, March 30th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, twelve have assigned a Hold rating and four have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus target price of $68.67.

More LyondellBasell Industries News

Here are the key news stories impacting LyondellBasell Industries this week:

• Positive Sentiment: Royal Bank of Canada raised its price target to $91 and kept an "outperform" rating, signaling ~22.6% upside from the recent price and providing fresh analyst-driven buying support. RBC Raises Price Target
• Positive Sentiment: Alembic Global Advisors upgraded LYB from "neutral" to "overweight," adding to the upward analyst momentum that is supporting the stock rebound. Alembic Upgrade
• Positive Sentiment: Industry and equity commentary (Seeking Alpha, Seeking Alpha follow‑up) emphasize a durable North America feedstock/cost advantage, strategic asset pivots (including the Houston refinery exit) and positioning in recycling/low‑carbon solutions — themes that support higher margins and multi‑year earnings upside for LYB. North America's Cost Advantage Profits Should Surge
• Neutral Sentiment: Company filed routine proxy materials for the May 22, 2026 annual meeting — procedural, unlikely to move the stock materially. Proxy Materials
• Negative Sentiment: Large-volume put buying was reported, indicating some investors are hedging or speculating on downside — this raises short‑term downside risk and can amplify volatility. Put Options Activity
• Negative Sentiment: LYB plunged earlier after reports that a US–Iran ceasefire reset oil/commodity dynamics, triggering a sectorwide re‑rating and prompting analysts/readers to reassess valuation drivers tied to Middle East disruptions. That event remains a source of recent downside pressure. Reassessing Valuation LYB Falters on Ceasefire
• Positive Sentiment: A Barron's piece argued buying Dow and Lyondell names is attractive despite oil weakness, reinforcing the thesis that analysts may be underpricing the sector's earnings power — a supportive narrative for medium‑term buyers. Barron's Buy Call

Insider Activity at LyondellBasell Industries

In related news, major shareholder Ai Investments Holdings Llc sold 384,548 shares of the business's stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $68.13, for a total value of $26,199,255.24. Following the completion of the sale, the insider owned 5,270,918 shares of the company's stock, valued at approximately $359,107,643.34. The trade was a 6.80% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.14% of the company's stock.

LyondellBasell Industries Trading Up 0.0%

NYSE:LYB opened at $73.75 on Monday. The company has a debt-to-equity ratio of 1.20, a current ratio of 1.77 and a quick ratio of 1.20. LyondellBasell Industries N.V. has a fifty-two week low of $41.58 and a fifty-two week high of $83.94. The stock's 50-day moving average is $66.19 and its two-hundred day moving average is $53.33. The stock has a market cap of $23.76 billion, a PE ratio of -31.65, a price-to-earnings-growth ratio of 0.31 and a beta of 0.40.

LyondellBasell Industries (NYSE:LYB - Get Free Report) last released its earnings results on Saturday, February 21st. The specialty chemicals company reported ($0.26) earnings per share for the quarter. LyondellBasell Industries had a negative net margin of 2.46% and a positive return on equity of 4.93%. The business had revenue of $7.09 billion for the quarter. As a group, equities research analysts forecast that LyondellBasell Industries N.V. will post 6.31 earnings per share for the current fiscal year.

LyondellBasell Industries Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 9th. Investors of record on Monday, March 2nd were paid a $0.69 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a $2.76 annualized dividend and a dividend yield of 3.7%. LyondellBasell Industries's payout ratio is presently -118.45%.

LyondellBasell Industries Profile

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.

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