Oak Thistle LLC Increases Stock Position in LyondellBasell Industries N.V. $LYB

Key Points

• Oak Thistle LLC increased its stake in LyondellBasell by 251.8% in Q4, adding 27,411 shares to hold 38,297 shares worth about $1.66 million.
• Ai Investments Holdings sold 384,548 shares on March 9 at an average $68.13—about $26.2 million—reducing its position by 6.8%; corporate insiders now own roughly 0.14% of the stock.
• Market and fundamentals: LYB shares were trading down ~7.5% (opened $74.25); the company reported a ($0.26) EPS last quarter, cut its quarterly dividend to $0.69 (annualized $2.76, ~3.7% yield), and faces mixed analyst views (consensus "Hold", average target $68.17, while Citi upgraded to a $90 target).

Oak Thistle LLC grew its stake in shares of LyondellBasell Industries N.V. (NYSE:LYB - Free Report) by 251.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 38,297 shares of the specialty chemicals company's stock after buying an additional 27,411 shares during the period. Oak Thistle LLC's holdings in LyondellBasell Industries were worth $1,658,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Cooper Financial Group boosted its holdings in shares of LyondellBasell Industries by 4.3% in the third quarter. Cooper Financial Group now owns 5,146 shares of the specialty chemicals company's stock valued at $252,000 after acquiring an additional 211 shares in the last quarter. Capital Investment Advisory Services LLC boosted its holdings in shares of LyondellBasell Industries by 2.5% in the third quarter. Capital Investment Advisory Services LLC now owns 9,345 shares of the specialty chemicals company's stock valued at $458,000 after acquiring an additional 226 shares in the last quarter. U.S. Capital Wealth Advisors LLC boosted its holdings in shares of LyondellBasell Industries by 1.4% in the third quarter. U.S. Capital Wealth Advisors LLC now owns 18,020 shares of the specialty chemicals company's stock valued at $884,000 after acquiring an additional 241 shares in the last quarter. Concurrent Investment Advisors LLC boosted its holdings in shares of LyondellBasell Industries by 2.2% in the third quarter. Concurrent Investment Advisors LLC now owns 13,090 shares of the specialty chemicals company's stock valued at $642,000 after acquiring an additional 282 shares in the last quarter. Finally, Greenwood Capital Associates LLC boosted its holdings in shares of LyondellBasell Industries by 1.5% in the third quarter. Greenwood Capital Associates LLC now owns 19,459 shares of the specialty chemicals company's stock valued at $954,000 after acquiring an additional 283 shares in the last quarter. 71.20% of the stock is owned by hedge funds and other institutional investors.

LyondellBasell Industries News Summary

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

• Positive Sentiment: Supply disruption benefits could lift margins — a Seeking Alpha note argues LYB should see a material earnings surge as Middle East disruptions tighten global chemical supply and enhance U.S. producers’ pricing power; the piece cites a large upward revision to EPS forecasts and notes LYB’s cost advantage and attractive valuation despite a recent dividend cut. Article Link
• Positive Sentiment: Citi upgraded LYB to Buy and raised its price target to $90, giving roughly ~21% upside from current levels — a meaningful institutional endorsement that could attract buyers if other macro headlines calm. Article Link
• Neutral Sentiment: Unusual options flow — roughly 19,265 put contracts traded (≈83% above typical put volume) — may reflect hedging by longs or speculative bearish bets; this raises short‑term volatility risk but is not a directional fundamental change by itself.
• Neutral Sentiment: Analyst commentary highlights both conflict‑driven supply tailwinds and caution on pricing/cash use — Yahoo pieces note the same tailwind but stress analyst skepticism on sustainability and capital allocation, which could temper enthusiasm until clearer earnings evidence appears. Article Link Article Link
• Negative Sentiment: Cease‑fire headline reduces the geopolitical supply premium — Barron’s flags that a U.S.–Iran two‑week cease‑fire could remove the scarcity-driven upside for commodity chemical stocks, which likely pressured LYB shares today. Article Link
• Negative Sentiment: Bank of America reaffirmed an "Underperform" rating, signaling continued sell‑side caution that could cap near‑term upside absent clearer, sustainable earnings beats. Article Link

Insider Buying and Selling

In related news, major shareholder Ai Investments Holdings Llc sold 384,548 shares of the firm's stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $68.13, for a total value of $26,199,255.24. Following the completion of the transaction, the insider owned 5,270,918 shares of the company's stock, valued at approximately $359,107,643.34. This trade represents a 6.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.14% of the company's stock.

LyondellBasell Industries Trading Down 7.5%

Shares of NYSE:LYB opened at $74.25 on Thursday. The stock has a market capitalization of $23.92 billion, a price-to-earnings ratio of -31.87, a PEG ratio of 0.46 and a beta of 0.40. LyondellBasell Industries N.V. has a 1-year low of $41.58 and a 1-year high of $83.94. The company has a debt-to-equity ratio of 1.20, a quick ratio of 1.20 and a current ratio of 1.77. The company has a 50 day moving average price of $65.25 and a 200 day moving average price of $53.00.

LyondellBasell Industries (NYSE:LYB - Get Free Report) last posted its quarterly earnings data on Saturday, February 21st. The specialty chemicals company reported ($0.26) 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 during the quarter. On average, research analysts anticipate that LyondellBasell Industries N.V. will post 6.31 EPS for the current fiscal year.

LyondellBasell Industries Cuts Dividend

The company also recently disclosed 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 dividend on an annualized basis and a yield of 3.7%. LyondellBasell Industries's dividend payout ratio (DPR) is currently -118.45%.

Analyst Ratings Changes

Several research firms have recently issued reports on LYB. Jefferies Financial Group increased their price objective on shares of LyondellBasell Industries from $51.00 to $70.00 and gave the company a "hold" rating in a report on Tuesday, March 10th. Deutsche Bank Aktiengesellschaft raised their target price on shares of LyondellBasell Industries from $52.00 to $75.00 and gave the stock a "hold" rating in a report on Thursday, March 19th. Weiss Ratings restated a "sell (d+)" rating on shares of LyondellBasell Industries in a report on Thursday, January 22nd. The Goldman Sachs Group restated a "sell" rating on shares of LyondellBasell Industries in a report on Monday, February 2nd. Finally, Fermium Researc upgraded shares of LyondellBasell Industries from a "hold" rating to a "strong-buy" rating in a report on Monday, March 9th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, thirteen have issued a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Hold" and an average price target of $68.17.

About LyondellBasell Industries

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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