Impala Asset Management LLC Takes $631,000 Position in Celanese Corporation $CE

Impala Asset Management LLC purchased a new position in shares of Celanese Corporation (NYSE:CE) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 15,000 shares of the basic materials company’s stock, valued at approximately $631,000. Celanese comprises about 0.4% of Impala Asset Management LLC’s investment portfolio, making the stock its 16th largest holding.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Celanese by 41.7% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 32,450 shares of the basic materials company’s stock worth $1,842,000 after buying an additional 9,543 shares in the last quarter. NewEdge Advisors LLC increased its position in Celanese by 265.2% during the first quarter. NewEdge Advisors LLC now owns 5,032 shares of the basic materials company’s stock worth $286,000 after acquiring an additional 3,654 shares during the period. Envestnet Asset Management Inc. raised its stake in Celanese by 4.6% in the 2nd quarter. Envestnet Asset Management Inc. now owns 75,190 shares of the basic materials company’s stock worth $4,160,000 after purchasing an additional 3,311 shares in the last quarter. Assetmark Inc. boosted its holdings in Celanese by 805.3% in the 2nd quarter. Assetmark Inc. now owns 1,530 shares of the basic materials company’s stock valued at $85,000 after purchasing an additional 1,361 shares during the period. Finally, Savant Capital LLC boosted its holdings in Celanese by 106.9% in the 2nd quarter. Savant Capital LLC now owns 8,928 shares of the basic materials company’s stock valued at $494,000 after purchasing an additional 4,613 shares during the period. 98.87% of the stock is owned by institutional investors and hedge funds.

Celanese Price Performance

Celanese stock opened at $52.56 on Friday. The company has a debt-to-equity ratio of 2.55, a quick ratio of 0.94 and a current ratio of 1.55. Celanese Corporation has a 52 week low of $35.13 and a 52 week high of $63.55. The stock has a market capitalization of $5.76 billion, a P/E ratio of -4.96, a price-to-earnings-growth ratio of 0.37 and a beta of 1.07. The stock has a fifty day moving average of $49.11 and a 200-day moving average of $44.58.

Celanese (NYSE:CE) last released its earnings results on Tuesday, February 17th. The basic materials company reported $0.67 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.22). The business had revenue of $2.20 billion during the quarter, compared to the consensus estimate of $2.25 billion. Celanese had a negative net margin of 12.15% and a positive return on equity of 8.75%. The business’s revenue was down 6.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.45 EPS. Celanese has set its Q1 2026 guidance at 0.700-0.850 EPS. On average, sell-side analysts expect that Celanese Corporation will post 8.79 earnings per share for the current fiscal year.

Celanese Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be paid a $0.03 dividend. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $0.12 annualized dividend and a yield of 0.2%. Celanese’s dividend payout ratio is presently -1.13%.

Insiders Place Their Bets

In related news, CFO Chuck Kyrish bought 5,000 shares of the business’s stock in a transaction on Tuesday, December 9th. The shares were purchased at an average price of $41.03 per share, for a total transaction of $205,150.00. Following the completion of the transaction, the chief financial officer directly owned 10,914 shares of the company’s stock, valued at approximately $447,801.42. This represents a 84.55% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. 0.33% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on CE. Tudor Pickering raised shares of Celanese from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 11th. Jefferies Financial Group raised Celanese from a “hold” rating to a “buy” rating and set a $86.00 price objective for the company in a report on Thursday, February 5th. Morgan Stanley started coverage on Celanese in a research report on Tuesday, January 20th. They set an “equal weight” rating and a $50.00 target price for the company. Wells Fargo & Company raised their price target on Celanese from $45.00 to $55.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 19th. Finally, UBS Group boosted their price target on Celanese from $50.00 to $56.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Seven investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $59.35.

Celanese Profile

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.