LyondellBasell Industries N.V. $LYB Shares Bought by Howard Capital Management Inc.

Key Points

• Howard Capital Management boosted its position in LyondellBasell by 215.1% in Q4, owning 20,712 shares worth about $897,000, and institutional investors hold roughly 71.2% of the company.
• LyondellBasell reported a quarterly EPS of ($0.26) with a negative net margin and recently paid a $0.69 quarterly dividend (annualized $2.76, yield 3.7%) after cutting payouts; the dividend payout ratio stands at -118.45%.
• Analyst sentiment is mixed: RBC raised its target to $91 (outperform) and the average target is $68.67, even as a major shareholder sold 384,548 shares (~$26.2M), trimming its stake by 6.8%.

Howard Capital Management Inc. raised its position in LyondellBasell Industries N.V. (NYSE:LYB - Free Report) by 215.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,712 shares of the specialty chemicals company's stock after acquiring an additional 14,138 shares during the quarter. Howard Capital Management Inc.'s holdings in LyondellBasell Industries were worth $897,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Capital A Wealth Management LLC grew its position in LyondellBasell Industries by 6,314.3% in the second quarter. Capital A Wealth Management LLC now owns 449 shares of the specialty chemicals company's stock valued at $26,000 after acquiring an additional 442 shares in the last quarter. Stance Capital LLC purchased a new position in shares of LyondellBasell Industries during the 3rd quarter valued at approximately $27,000. Quent Capital LLC purchased a new position in shares of LyondellBasell Industries during the 3rd quarter valued at approximately $29,000. ORG Partners LLC boosted its stake in shares of LyondellBasell Industries by 960.0% during the 4th quarter. ORG Partners LLC now owns 689 shares of the specialty chemicals company's stock valued at $30,000 after buying an additional 624 shares during the last quarter. Finally, United Community Bank boosted its stake in shares of LyondellBasell Industries by 83.2% during the 3rd quarter. United Community Bank now owns 623 shares of the specialty chemicals company's stock valued at $31,000 after buying an additional 283 shares during the last quarter. Institutional investors and hedge funds own 71.20% of the company's stock.

LyondellBasell Industries Stock Performance

Shares of LYB opened at $73.75 on Friday. The business's fifty day moving average price is $66.19 and its 200 day moving average price is $53.32. LyondellBasell Industries N.V. has a 12-month low of $41.58 and a 12-month high of $83.94. The stock has a market capitalization 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. 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 (NYSE:LYB - Get Free Report) last announced its quarterly earnings data on Saturday, February 21st. The specialty chemicals company reported ($0.26) earnings per share (EPS) for the quarter. LyondellBasell Industries had a positive return on equity of 4.93% and a negative net margin of 2.46%.The firm had revenue of $7.09 billion for the quarter. Equities research analysts forecast that LyondellBasell Industries N.V. will post 6.31 EPS for the current year.

LyondellBasell Industries Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 9th. Shareholders of record on Monday, March 2nd were given a $0.69 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a $2.76 annualized dividend and a yield of 3.7%. LyondellBasell Industries's dividend payout ratio (DPR) is currently -118.45%.

Analysts Set New Price Targets

Several research firms have recently commented on LYB. BMO Capital Markets upgraded LyondellBasell Industries from an "underperform" rating to a "market perform" rating and increased their target price for the company from $38.00 to $68.00 in a research note on Thursday, March 5th. Mizuho increased their target price on LyondellBasell Industries from $62.00 to $74.00 and gave the company a "neutral" rating in a research note on Monday, March 23rd. Royal Bank Of Canada increased their target price on LyondellBasell Industries from $82.00 to $91.00 and gave the company an "outperform" rating in a research note on Friday. The Goldman Sachs Group reiterated a "sell" rating on shares of LyondellBasell Industries in a research note on Monday, February 2nd. Finally, Alembic Global Advisors upgraded LyondellBasell Industries from a "neutral" rating to an "overweight" rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, twelve have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average target price of $68.67.

Insider Transactions at LyondellBasell Industries

In other LyondellBasell Industries news, major shareholder Ai Investments Holdings Llc sold 384,548 shares of the firm's stock in a transaction 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 sale, the insider directly owned 5,270,918 shares in the company, valued at approximately $359,107,643.34. This trade represents a 6.80% decrease in their ownership of the stock. The transaction 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 News Summary

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

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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