Eastman Chemical (NYSE:EMN) Issues Q1 2026 Earnings Guidance

Eastman Chemical (NYSE:EMN) issued an update on its first quarter 2026 earnings guidance on Friday morning. The company provided EPS guidance of 1.000-1.200 for the period, compared to the consensus EPS estimate of 0.740. The company issued revenue guidance of -.

Eastman Chemical Stock Performance

NYSE:EMN opened at $69.04 on Friday. The firm has a market capitalization of $7.88 billion, a PE ratio of 11.53, a price-to-earnings-growth ratio of 6.78 and a beta of 1.23. The company has a quick ratio of 0.86, a current ratio of 1.76 and a debt-to-equity ratio of 0.82. Eastman Chemical has a 12-month low of $56.11 and a 12-month high of $103.82. The firm has a 50-day moving average price of $64.80 and a 200 day moving average price of $65.23.

Eastman Chemical (NYSE:EMN) last announced its quarterly earnings results on Thursday, January 29th. The basic materials company reported $0.75 earnings per share for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.01). Eastman Chemical had a net margin of 7.75% and a return on equity of 12.89%. The company had revenue of $1.97 billion during the quarter, compared to the consensus estimate of $2.03 billion. Research analysts anticipate that Eastman Chemical will post 8.55 earnings per share for the current fiscal year.

Eastman Chemical Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Monday, December 15th were paid a $0.84 dividend. This represents a $3.36 dividend on an annualized basis and a dividend yield of 4.9%. This is an increase from Eastman Chemical’s previous quarterly dividend of $0.83. The ex-dividend date was Monday, December 15th. Eastman Chemical’s dividend payout ratio is presently 56.09%.

Analysts Set New Price Targets

A number of equities research analysts recently commented on EMN shares. Evercore ISI decreased their price target on Eastman Chemical from $75.00 to $70.00 and set an “in-line” rating on the stock in a research report on Tuesday, November 11th. UBS Group reduced their price objective on Eastman Chemical from $75.00 to $73.00 and set a “buy” rating on the stock in a research note on Wednesday, November 5th. Weiss Ratings restated a “hold (c-)” rating on shares of Eastman Chemical in a report on Wednesday, January 21st. Citigroup lifted their price target on Eastman Chemical from $72.00 to $75.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Finally, Royal Bank Of Canada downgraded shares of Eastman Chemical from an “outperform” rating to a “sector perform” rating and reduced their price target for the stock from $74.00 to $70.00 in a research report on Friday, January 16th. Six investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $78.54.

Key Headlines Impacting Eastman Chemical

Here are the key news stories impacting Eastman Chemical this week:

• Positive Sentiment: Underlying profitability and valuation may cushion downside — Eastman still shows mid-teens ROE and positive margins, and a relatively low P/E vs. its history, which could limit further multiple compression.
• Neutral Sentiment: Company released its quarter press release and slide deck for investors to review the detail behind results and guidance; useful for modeling revisions. Eastman Announces Fourth-Quarter and Full-Year 2025 Financial Results
• Neutral Sentiment: Analyst consensus remains cautious — the street consensus rating is a “Hold,” suggesting limited near-term analyst upgrade pressure. Eastman Chemical Company (NYSE:EMN) Receives Consensus Rating of “Hold” from Analysts
• Neutral Sentiment: Pre-earnings coverage highlighted key metrics investors wanted to see, providing context for why misses mattered to the market. Wall Street’s Insights Into Key Metrics Ahead of Eastman Chemical (EMN) Q4 Earnings
• Negative Sentiment: Q4 EPS missed estimates — Eastman reported $0.75 EPS, below consensus (~$0.76–$0.79), marking a sharp decline from last year and prompting margin/volume concerns. Eastman Chemical (EMN) Q4 Earnings and Revenues Miss Estimates
• Negative Sentiment: Revenue and volumes were weaker than expected — management cited lower volumes, which directly hit top-line and is the primary reason the stock sold off. Eastman Chemical shares fall after revenue miss on lower volumes
• Negative Sentiment: Q1 guidance disappointed — the outlook for the first quarter fell short of expectations, amplifying the negative reaction as investors trim exposure ahead of revised forecasts. Eastman Chemical falls as Q1 guidance disappoints

Institutional Trading of Eastman Chemical

A number of institutional investors and hedge funds have recently modified their holdings of the stock. MUFG Securities EMEA plc bought a new position in Eastman Chemical during the 2nd quarter worth approximately $25,000. Danske Bank A S bought a new position in shares of Eastman Chemical during the third quarter worth $50,000. Employees Retirement System of Texas bought a new stake in shares of Eastman Chemical in the 3rd quarter valued at $55,000. EverSource Wealth Advisors LLC increased its position in shares of Eastman Chemical by 181.8% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 958 shares of the basic materials company’s stock valued at $72,000 after buying an additional 618 shares in the last quarter. Finally, Parallel Advisors LLC lifted its holdings in Eastman Chemical by 22.0% during the third quarter. Parallel Advisors LLC now owns 1,434 shares of the basic materials company’s stock worth $90,000 after acquiring an additional 259 shares in the last quarter. 83.65% of the stock is owned by institutional investors.

Eastman Chemical Company Profile

Eastman Chemical Company (NYSE: EMN) is a global specialty materials company that develops, manufactures and markets a broad range of advanced materials, chemicals and fibers. Its product portfolio spans performance additives, functional products, and engineered plastics designed to enhance the durability, appearance and performance of end products across diverse industries.

The company’s main business activities include the production of specialty chemicals used in adhesives, coatings, building materials and consumer care applications, as well as high-performance plastics for packaging, automotive and electronics markets.