LyondellBasell Industries’ (LYB) “Underperform” Rating Reiterated at Bank of America

Bank of America reaffirmed their underperform rating on shares of LyondellBasell Industries (NYSE:LYB) in a report issued on Monday, MarketBeat.com reports. They currently have a $55.00 target price on the specialty chemicals company’s stock.

A number of other research firms have also weighed in on LYB. UBS Group boosted their price objective on LyondellBasell Industries from $73.00 to $79.00 and gave the stock a “neutral” rating in a research note on Thursday, March 26th. Fermium Researc raised LyondellBasell Industries from a “hold” rating to a “strong-buy” rating in a research note 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 research note on Monday, March 23rd. The Goldman Sachs Group reissued a “sell” rating on shares of LyondellBasell Industries in a research note on Monday, February 2nd. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on LyondellBasell Industries from $52.00 to $75.00 and gave the stock a “hold” rating in a research note on Thursday, March 19th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, thirteen have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, LyondellBasell Industries has an average rating of “Hold” and a consensus target price of $68.17.

LyondellBasell Industries Stock Down 7.5%

Shares of LYB opened at $74.25 on Monday. The company has a debt-to-equity ratio of 1.20, a quick ratio of 1.20 and a current ratio of 1.77. LyondellBasell Industries has a one year low of $41.58 and a one year high of $83.94. 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. The stock has a 50 day moving average price of $65.25 and a 200 day moving average price of $53.00.

LyondellBasell Industries (NYSE:LYB) last issued its quarterly earnings results 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 for the quarter. Equities research analysts forecast that LyondellBasell Industries will post 6.31 earnings per share for the current fiscal year.

LyondellBasell Industries Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 9th. Shareholders of record on Monday, March 2nd were paid a dividend of $0.69 per share. 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 payout ratio is -118.45%.

Insider Activity at LyondellBasell Industries

In other news, major shareholder Ai Investments Holdings Llc sold 384,548 shares of the company’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 transaction, the insider owned 5,270,918 shares of the company’s stock, valued at $359,107,643.34. This represents a 6.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.14% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On LyondellBasell Industries

Several large investors have recently modified their holdings of LYB. Woodline Partners LP lifted its stake in shares of LyondellBasell Industries by 40.4% in the 1st quarter. Woodline Partners LP now owns 21,899 shares of the specialty chemicals company’s stock valued at $1,542,000 after purchasing an additional 6,297 shares during the last quarter. Focus Partners Wealth lifted its stake in shares of LyondellBasell Industries by 35.4% in the 1st quarter. Focus Partners Wealth now owns 6,866 shares of the specialty chemicals company’s stock valued at $483,000 after purchasing an additional 1,796 shares during the last quarter. M&T Bank Corp lifted its stake in shares of LyondellBasell Industries by 19.2% in the 2nd quarter. M&T Bank Corp now owns 23,789 shares of the specialty chemicals company’s stock valued at $1,377,000 after purchasing an additional 3,839 shares during the last quarter. EverSource Wealth Advisors LLC lifted its stake in shares of LyondellBasell Industries by 159.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,251 shares of the specialty chemicals company’s stock valued at $304,000 after purchasing an additional 3,226 shares during the last quarter. Finally, Baird Financial Group Inc. lifted its stake in shares of LyondellBasell Industries by 69.5% in the 2nd quarter. Baird Financial Group Inc. now owns 29,488 shares of the specialty chemicals company’s stock valued at $1,706,000 after purchasing an additional 12,087 shares during the last quarter. Institutional investors and hedge funds own 71.20% of the company’s stock.

Key LyondellBasell Industries News

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

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.