Zacks Research Weighs in on Celanese’s Q3 Earnings (NYSE:CE)

Celanese Corporation (NYSE:CE) – Investment analysts at Zacks Research increased their Q3 2026 earnings per share estimates for Celanese in a report issued on Tuesday, August 25th. Zacks Research analyst Team now forecasts that the basic materials company will earn $1.59 per share for the quarter, up from their previous estimate of $1.48. The consensus estimate for Celanese’s current full-year earnings is $5.94 per share. Zacks Research also issued estimates for Celanese’s Q4 2026 earnings at $1.12 EPS, FY2026 earnings at $6.00 EPS, Q1 2027 earnings at $1.14 EPS, Q2 2027 earnings at $2.09 EPS, Q3 2027 earnings at $0.61 EPS, Q4 2027 earnings at $1.75 EPS, FY2027 earnings at $5.59 EPS and FY2028 earnings at $7.30 EPS.

Celanese (NYSE:CE) last issued its quarterly earnings results on Tuesday, August 4th. The basic materials company reported $2.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.23 by $0.22. The business had revenue of $2.75 billion for the quarter, compared to the consensus estimate of $2.75 billion. Celanese had a negative net margin of 12.04% and a positive return on equity of 13.04%. The firm’s quarterly revenue was up 8.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.44 EPS. Celanese has set its Q3 2026 guidance at 1.350-1.750 EPS.

A number of other analysts have also commented on the company. Mizuho set a $50.00 price objective on Celanese in a research report on Wednesday, August 5th. Morgan Stanley cut their target price on shares of Celanese from $72.00 to $58.00 and set an “equal weight” rating on the stock in a research report on Thursday, July 16th. Deutsche Bank Aktiengesellschaft set a $50.00 price target on shares of Celanese in a research report on Thursday, August 6th. JPMorgan Chase & Co. boosted their price target on shares of Celanese from $53.00 to $68.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Finally, Royal Bank Of Canada raised their price objective on shares of Celanese from $66.00 to $68.00 and gave the company a “sector perform” rating in a research note on Monday, May 11th. Nine investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $63.71.

Celanese Price Performance

CE opened at $44.60 on Wednesday. The stock has a market capitalization of $4.89 billion, a P/E ratio of -4.17, a price-to-earnings-growth ratio of 0.30 and a beta of 0.76. Celanese has a one year low of $35.13 and a one year high of $70.70. The company has a debt-to-equity ratio of 2.33, a current ratio of 1.45 and a quick ratio of 0.87. The company’s 50 day simple moving average is $46.38 and its 200-day simple moving average is $53.77.

Hedge Funds Weigh In On Celanese

A number of hedge funds and other institutional investors have recently made changes to their positions in CE. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of Celanese during the second quarter worth $1,865,000. California State Teachers Retirement System increased its position in shares of Celanese by 4,519.5% in the 2nd quarter. California State Teachers Retirement System now owns 5,837,354 shares of the basic materials company’s stock valued at $268,518,000 after buying an additional 5,710,991 shares in the last quarter. Wedmont Private Capital raised its stake in Celanese by 13.7% during the 2nd quarter. Wedmont Private Capital now owns 5,379 shares of the basic materials company’s stock worth $252,000 after buying an additional 648 shares during the period. Syon Capital LLC acquired a new stake in Celanese during the 2nd quarter worth $233,000. Finally, AXQ Capital LP lifted its holdings in Celanese by 90.1% during the second quarter. AXQ Capital LP now owns 11,409 shares of the basic materials company’s stock worth $525,000 after acquiring an additional 5,408 shares in the last quarter. 98.87% of the stock is owned by institutional investors.

Insider Buying and Selling at Celanese

In other news, SVP Mark Christopher Murray acquired 2,153 shares of Celanese stock in a transaction that occurred on Tuesday, August 11th. The shares were acquired at an average price of $45.52 per share, with a total value of $98,004.56. Following the purchase, the senior vice president directly owned 30,432 shares of the company’s stock, valued at $1,385,264.64. The trade was a 7.61% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.34% of the stock is owned by corporate insiders.

Celanese Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, August 10th. Stockholders of record on Tuesday, July 28th were paid a $0.03 dividend. The ex-dividend date of this dividend was Tuesday, July 28th. This represents a $0.12 dividend on an annualized basis and a dividend yield of 0.3%. Celanese’s dividend payout ratio is -1.12%.

About Celanese

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.