Zacks Research Analysts Cut Earnings Estimates for Celanese

Celanese Corporation (NYSE:CE) – Research analysts at Zacks Research reduced their Q2 2028 EPS estimates for shares of Celanese in a research note issued to investors on Tuesday, August 25th. Zacks Research analyst Team now anticipates that the basic materials company will post earnings per share of $2.08 for the quarter, down from their prior estimate of $2.42. The consensus estimate for Celanese’s current full-year earnings is $5.99 per share.

Celanese (NYSE:CE) last issued its earnings results on Tuesday, August 4th. The basic materials company reported $2.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.23 by $0.22. The firm had revenue of $2.75 billion for the quarter, compared to the consensus estimate of $2.75 billion. Celanese had a negative net margin of 12.04% and a positive return on equity of 13.04%. The business’s revenue was up 8.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.44 earnings per share. Celanese has set its Q3 2026 guidance at 1.350-1.750 EPS.

CE has been the subject of several other research reports. Citigroup decreased their price target on Celanese from $80.00 to $68.00 and set a “buy” rating for the company in a research note on Wednesday, June 24th. JPMorgan Chase & Co. lifted their price objective on Celanese from $53.00 to $68.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Wall Street Zen lowered Celanese from a “buy” rating to a “hold” rating in a research report on Saturday, June 20th. Deutsche Bank Aktiengesellschaft set a $50.00 target price on Celanese in a research report on Thursday, August 6th. Finally, Royal Bank Of Canada raised their price target on shares of Celanese from $66.00 to $68.00 and gave the company a “sector perform” rating in a report on Monday, May 11th. Nine equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $63.71.

Celanese Stock Performance

Shares of CE opened at $44.70 on Thursday. The company has a market cap of $4.91 billion, a price-to-earnings ratio of -4.18, a P/E/G ratio of 0.29 and a beta of 0.76. The business’s fifty day simple moving average is $46.25 and its two-hundred day simple moving average is $53.71. Celanese has a 12 month low of $35.13 and a 12 month high of $70.70. The company has a current ratio of 1.45, a quick ratio of 0.87 and a debt-to-equity ratio of 2.33.

Institutional Investors Weigh In On Celanese

Hedge funds and other institutional investors have recently modified their holdings of the stock. Geneos Wealth Management Inc. lifted its position in Celanese by 111.1% during the second quarter. Geneos Wealth Management Inc. now owns 513 shares of the basic materials company’s stock valued at $28,000 after purchasing an additional 270 shares in the last quarter. Smartleaf Asset Management LLC grew its holdings in Celanese by 100.0% during the second quarter. Smartleaf Asset Management LLC now owns 662 shares of the basic materials company’s stock valued at $38,000 after purchasing an additional 331 shares during the period. National Bank of Canada FI purchased a new stake in Celanese in the third quarter worth about $34,000. UMB Bank n.a. increased its position in Celanese by 175.7% in the fourth quarter. UMB Bank n.a. now owns 896 shares of the basic materials company’s stock worth $38,000 after buying an additional 571 shares in the last quarter. Finally, Kestra Advisory Services LLC bought a new position in shares of Celanese in the fourth quarter worth about $41,000. 98.87% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Celanese news, SVP Mark Christopher Murray purchased 2,153 shares of the firm’s stock in a transaction on Tuesday, August 11th. The shares were acquired at an average cost of $45.52 per share, for a total transaction of $98,004.56. Following the completion of the transaction, the senior vice president owned 30,432 shares of the company’s stock, valued at approximately $1,385,264.64. The trade was a 7.61% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.34% of the company’s stock.

Celanese Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, August 10th. Shareholders of record on Tuesday, July 28th were issued a dividend of $0.03 per share. This represents a $0.12 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend was Tuesday, July 28th. Celanese’s dividend payout ratio is currently -1.12%.

Celanese News Summary

Here are the key news stories impacting Celanese this week:

• Positive Sentiment: Zacks raised its Q3 2026 EPS estimate to $1.59 from $1.48 and increased its full-year 2026 forecast to $6.00 from $5.64. The revised annual estimate is also above the broader consensus of $5.94.
• Positive Sentiment: The firm lifted its Q3 2027 EPS forecast to $0.61 from $0.58, indicating some expectation for improvement in that quarter.
• Neutral Sentiment: The revisions are uneven rather than uniformly bullish: stronger Q3 2026 and full-year 2026 expectations are offset by lower forecasts for several subsequent quarters and years. Zacks currently projects FY2027 EPS of $5.59 and FY2028 EPS of $7.30.
• Negative Sentiment: Zacks cut its Q4 2026 EPS estimate to $1.12 from $1.20 and reduced its Q1 2027 forecast to $1.14 from $1.33.
• Negative Sentiment: The firm also lowered Q2 2027 EPS to $2.09 from $2.22, FY2027 EPS to $5.59 from $5.93, and FY2028 EPS to $7.30 from $7.70. These reductions may weigh on investor sentiment because they point to softer medium-term earnings power.

About Celanese

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.