Oak Thistle LLC Has $1.66 Million Stake in LyondellBasell Industries N.V. $LYB

Oak Thistle LLC increased its position in LyondellBasell Industries N.V. (NYSE:LYB) by 251.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 38,297 shares of the specialty chemicals company’s stock after purchasing an additional 27,411 shares during the period. Oak Thistle LLC’s holdings in LyondellBasell Industries were worth $1,658,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in LyondellBasell Industries by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 30,965,458 shares of the specialty chemicals company’s stock worth $1,518,546,000 after buying an additional 84,251 shares in the last quarter. State Street Corp lifted its position in LyondellBasell Industries by 2.1% in the 3rd quarter. State Street Corp now owns 13,182,950 shares of the specialty chemicals company’s stock worth $646,492,000 after buying an additional 267,799 shares in the last quarter. Capital World Investors lifted its position in LyondellBasell Industries by 13.1% in the 3rd quarter. Capital World Investors now owns 9,807,743 shares of the specialty chemicals company’s stock worth $480,972,000 after buying an additional 1,135,258 shares in the last quarter. Capital Research Global Investors lifted its position in LyondellBasell Industries by 470.1% in the 3rd quarter. Capital Research Global Investors now owns 4,389,442 shares of the specialty chemicals company’s stock worth $215,258,000 after buying an additional 3,619,468 shares in the last quarter. Finally, Capital International Investors lifted its position in LyondellBasell Industries by 0.4% in the 3rd quarter. Capital International Investors now owns 2,807,960 shares of the specialty chemicals company’s stock worth $137,702,000 after buying an additional 10,349 shares in the last quarter. Hedge funds and other institutional investors own 71.20% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. Mizuho increased their target price on shares of LyondellBasell Industries from $62.00 to $74.00 and gave the stock a “neutral” rating in a research report on Monday, March 23rd. Royal Bank Of Canada upgraded shares of LyondellBasell Industries from a “sector perform” rating to an “outperform” rating and increased their target price for the stock from $51.00 to $82.00 in a research report on Monday, March 9th. Wall Street Zen upgraded shares of LyondellBasell Industries from a “sell” rating to a “hold” rating in a research report on Saturday, March 21st. UBS Group raised their price target on shares of LyondellBasell Industries from $73.00 to $79.00 and gave the company a “neutral” rating in a report on Thursday, March 26th. Finally, BMO Capital Markets raised shares of LyondellBasell Industries from an “underperform” rating to a “market perform” rating and lifted their price objective for the company from $38.00 to $68.00 in a research note on Thursday, March 5th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, thirteen have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $68.17.

More 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

Insiders Place Their Bets

In other LyondellBasell Industries news, major shareholder Ai Investments Holdings Llc sold 384,548 shares of the business’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $68.13, for a total value of $26,199,255.24. Following the sale, the insider owned 5,270,918 shares of the company’s stock, valued at $359,107,643.34. The trade was a 6.80% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.14% of the stock is owned by corporate insiders.

LyondellBasell Industries Stock Performance

NYSE:LYB opened at $74.25 on Thursday. The firm’s 50-day moving average is $65.25 and its 200-day moving average is $53.00. The company has a debt-to-equity ratio of 1.20, a quick ratio of 1.20 and a current ratio of 1.77. The company has a market cap of $23.92 billion, a price-to-earnings ratio of -31.87, a PEG ratio of 0.46 and a beta of 0.40. LyondellBasell Industries N.V. has a 52-week low of $41.58 and a 52-week high of $83.94.

LyondellBasell Industries (NYSE:LYB) last announced its quarterly earnings data on Saturday, February 21st. The specialty chemicals company reported ($0.26) earnings per share for the quarter. The firm had revenue of $7.09 billion for the quarter. LyondellBasell Industries had a positive return on equity of 4.93% and a negative net margin of 2.46%. Equities research analysts anticipate that LyondellBasell Industries N.V. will post 6.31 earnings per share for the current year.

LyondellBasell Industries Cuts Dividend

The firm also recently declared 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 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 currently -118.45%.

LyondellBasell Industries Company Profile

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.