Eastman Chemical (NYSE:EMN) Updates Q2 2026 Earnings Guidance

Eastman Chemical (NYSE:EMN) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.700-1.900 for the period, compared to the consensus earnings per share estimate of 1.670. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. Royal Bank Of Canada restated a “sector perform” rating and set a $79.00 target price on shares of Eastman Chemical in a research report on Wednesday, February 4th. Zacks Research upgraded shares of Eastman Chemical from a “strong sell” rating to a “hold” rating in a research report on Wednesday, March 4th. Weiss Ratings upgraded shares of Eastman Chemical from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, February 18th. UBS Group boosted their target price on shares of Eastman Chemical from $80.00 to $88.00 and gave the stock a “buy” rating in a research report on Thursday, April 9th. Finally, Bank of America boosted their target price on shares of Eastman Chemical from $74.00 to $79.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Six analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $77.27.

Eastman Chemical Price Performance

Shares of Eastman Chemical stock traded up $4.26 on Friday, hitting $77.35. The company’s stock had a trading volume of 2,627,647 shares, compared to its average volume of 1,656,310. Eastman Chemical has a 52-week low of $56.11 and a 52-week high of $84.18. The company has a quick ratio of 0.63, a current ratio of 1.37 and a debt-to-equity ratio of 0.70. The firm has a fifty day moving average price of $72.58 and a 200-day moving average price of $68.00. The company has a market capitalization of $8.83 billion, a P/E ratio of 18.91, a price-to-earnings-growth ratio of 0.95 and a beta of 1.16.

Eastman Chemical (NYSE:EMN) last announced its earnings results on Thursday, April 30th. The basic materials company reported $1.09 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.02. Eastman Chemical had a net margin of 5.42% and a return on equity of 10.57%. The firm had revenue of $2.18 billion during the quarter, compared to the consensus estimate of $2.17 billion. During the same quarter in the previous year, the company posted $1.91 EPS. The firm’s revenue for the quarter was down 4.9% on a year-over-year basis. Eastman Chemical has set its Q2 2026 guidance at 1.700-1.900 EPS. On average, equities research analysts expect that Eastman Chemical will post 5.85 earnings per share for the current fiscal year.

Eastman Chemical Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 8th. Investors of record on Friday, March 13th were paid a $0.84 dividend. The ex-dividend date of this dividend was Friday, March 13th. This represents a $3.36 annualized dividend and a yield of 4.3%. Eastman Chemical’s payout ratio is presently 82.15%.

Eastman Chemical News Roundup

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

• Positive Sentiment: Q1 EPS beat: Eastman reported $1.09 EPS vs. consensus $1.07, a small upside that helped reassure investors that margins and pricing actions are holding. Eastman Chemical (EMN) Q1 Earnings Surpass Estimates
• Positive Sentiment: Raised Q2 guidance: Management set Q2 2026 EPS guidance of $1.70–$1.90 versus a consensus ~$1.67, signaling confidence in near-term pricing, product mix and Chemical Intermediates strength. This outlook likely drove buying interest. Company Guidance Announcement
• Positive Sentiment: Pricing & portfolio tailwinds: Analysts and the company highlighted pricing actions and strength in Chemical Intermediates as offsetting weaker demand — a thematic driver for sentiment improvement. EMN Q1 Earnings Beat Estimates, Revenues Miss on Lower Y/Y Volume
• Neutral Sentiment: Management commentary and materials available: The full earnings call transcript, slide deck and press release provide additional color on costs, cash flow and segment performance for investors doing deeper due diligence. Eastman Chemical Company (EMN) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Top-line vs. estimates: Revenue was $2.18B vs. ~$2.17B expected — essentially in line, but details by end market matter for investors assessing cyclicality. MarketBeat Q1 Coverage
• Negative Sentiment: Volume and YoY profit decline: Revenue fell ~4.9% YoY and Q1 EPS declined sharply from $1.91 a year ago to $1.09, reflecting weaker volumes and prior-year comparisons — a residual headwind to valuation until growth visibly returns. Eastman Chemical: Q1 Earnings Snapshot

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. MUFG Securities EMEA plc acquired a new position in Eastman Chemical in the 2nd quarter valued at about $25,000. Altshuler Shaham Ltd acquired a new position in Eastman Chemical in the 4th quarter valued at about $25,000. Garton & Associates Financial Advisors LLC acquired a new position in Eastman Chemical in the 4th quarter valued at about $27,000. Los Angeles Capital Management LLC acquired a new position in Eastman Chemical in the 4th quarter valued at about $27,000. Finally, McMillan Office Inc. acquired a new position in Eastman Chemical in the 4th quarter valued at about $29,000. Institutional investors and hedge funds own 83.65% of the company’s stock.

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.