Impax Asset Management Group plc Acquires New Position in Albemarle Corporation $ALB

Impax Asset Management Group plc bought a new position in Albemarle Corporation (NYSE:ALB) in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 12,901 shares of the specialty chemicals company’s stock, valued at approximately $1,046,000.

A number of other institutional investors and hedge funds have also bought and sold shares of ALB. Hantz Financial Services Inc. raised its stake in shares of Albemarle by 10,050.0% during the second quarter. Hantz Financial Services Inc. now owns 406 shares of the specialty chemicals company’s stock worth $25,000 after acquiring an additional 402 shares in the last quarter. Cromwell Holdings LLC grew its holdings in shares of Albemarle by 36.8% during the 3rd quarter. Cromwell Holdings LLC now owns 413 shares of the specialty chemicals company’s stock valued at $34,000 after purchasing an additional 111 shares during the last quarter. Physician Wealth Advisors Inc. purchased a new position in Albemarle in the 3rd quarter worth $40,000. CVA Family Office LLC lifted its stake in Albemarle by 7,257.1% in the second quarter. CVA Family Office LLC now owns 515 shares of the specialty chemicals company’s stock worth $32,000 after purchasing an additional 508 shares during the last quarter. Finally, EverSource Wealth Advisors LLC lifted its stake in Albemarle by 536.7% in the second quarter. EverSource Wealth Advisors LLC now owns 573 shares of the specialty chemicals company’s stock worth $36,000 after purchasing an additional 483 shares during the last quarter. 92.87% of the stock is currently owned by institutional investors.

Albemarle Stock Down 9.7%

NYSE:ALB opened at $158.47 on Friday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 1.51 and a current ratio of 2.27. The firm has a market cap of $18.65 billion, a P/E ratio of -27.56, a P/E/G ratio of 2.53 and a beta of 1.44. Albemarle Corporation has a fifty-two week low of $49.43 and a fifty-two week high of $195.68. The firm has a 50-day simple moving average of $157.34 and a two-hundred day simple moving average of $114.39.

Albemarle (NYSE:ALB) last posted its quarterly earnings results on Wednesday, February 11th. The specialty chemicals company reported ($0.53) EPS for the quarter, missing analysts’ consensus estimates of ($0.40) by ($0.13). Albemarle had a negative net margin of 10.74% and a positive return on equity of 0.40%. The firm had revenue of $1.43 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the previous year, the company earned ($1.09) EPS. The company’s quarterly revenue was up 15.9% compared to the same quarter last year. Analysts predict that Albemarle Corporation will post -0.04 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have recently issued reports on ALB. Robert W. Baird set a $210.00 price objective on Albemarle and gave the company an “outperform” rating in a research note on Wednesday, January 7th. Deutsche Bank Aktiengesellschaft raised shares of Albemarle from a “hold” rating to a “buy” rating and upped their target price for the stock from $125.00 to $185.00 in a research report on Monday, January 12th. Scotiabank raised shares of Albemarle from a “sector perform” rating to a “sector outperform” rating and lifted their price target for the company from $85.00 to $200.00 in a research report on Monday, January 12th. Morgan Stanley restated an “equal weight” rating on shares of Albemarle in a report on Friday, December 19th. Finally, HSBC upgraded shares of Albemarle from a “hold” rating to a “buy” rating and set a $200.00 target price for the company in a report on Monday, January 19th. Three research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $163.40.

Albemarle News Roundup

Here are the key news stories impacting Albemarle this week:

• Positive Sentiment: Revenue beat and strong EV/energy-storage demand: Q4 revenue of $1.43B topped estimates and rose ~16% year-over-year, driven by higher Energy Storage volumes and favorable pricing — a sign that lithium end-market demand remains strong. Read More.
• Positive Sentiment: Analyst support and bullish research: Mizuho raised its price target to $185 (neutral rating) and Rothschild/Redburn published a bullish outlook — both actions underpin upside expectations from some sell-side desks. Read More. Read More.
• Positive Sentiment: Policy tailwind for domestic supply: The House passed H.R.3617 (Securing America’s Critical Minerals Supply Act), which aims to strengthen domestic critical-minerals supply chains — a structural tailwind for lithium producers like Albemarle. Read More.
• Neutral Sentiment: FY2026 revenue guidance lifted/updated: Albemarle provided a FY2026 revenue range of roughly $5.7B–$6.0B, above consensus — this signals management expects continued top-line resilience even if EPS guidance was unclear in early releases. Read More.
• Neutral Sentiment: Idling Kemerton Train 1 to preserve flexibility: Management moved Kemerton Train 1 to care & maintenance to improve financial flexibility and optimize global hydroxide mix — reduces near-term operating exposure but keeps restart optionality. Market sees this as prudent capacity management rather than a structural problem. Read More.
• Negative Sentiment: EPS miss and wider-than-expected quarterly loss: Albemarle reported Q4 EPS of ($0.53) vs. consensus ($0.40), which disappointed investors and weighed on near-term sentiment despite the revenue beat. Read More.
• Negative Sentiment: Immediate market reaction and technical pressure: Coverage and market commentary note the stock fell after earnings as traders booked gains and digested the EPS miss; technical indicators show short‑term momentum fatigue, adding to selling pressure. Read More. Read More.

Albemarle Company Profile

Albemarle Corporation is a leading global specialty chemicals company primarily engaged in the production and distribution of lithium, bromine, and catalysts. Its lithium segment supplies key components used in rechargeable batteries for electric vehicles, portable electronics, and grid storage systems. The company’s bromine specialty products serve a wide range of industries, including oil and gas drilling fluids, fire safety solutions, and water treatment. In its catalysts division, Albemarle provides products for petroleum refining, chemical processing and emissions control.

Founded in 1994 as a spin-off from Ethyl Corporation, Albemarle has grown through strategic acquisitions and capacity expansions to become one of the world’s foremost chemical producers.