ALB · NYSE · Chemicals - Specialty

Albemarle (ALB)

Produces lithium compounds and bromine specialties for battery and industrial markets.

$113.39
vs last close+0.47 (+0.42%)
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Albemarle CorporationALB
Materials

Produces lithium carbonate, hydroxide and chloride for batteries and industrial uses, plus bromine derivatives and specialized lithium products for fire safety, pharmaceuticals, electronics and oilfields. Supply depends on brine resources, mining and processing joint ventures, and conversion plants, while lithium prices strongly shape Energy Storage results.

Extracts and converts lithium into carbonate, hydroxide and chloride for electric-vehicle and grid-storage batteries, electronics, greases and specialty glass. Energy Storage combines brine operations with interests in Western Australian hard-rock mines and a global conversion network.

Specialties supplies bromine derivatives and specialized lithium products for fire safety, pharmaceuticals, oilfield uses, electronics and other industrial applications. Retained Performance Catalyst Solutions makes organometallic co-catalysts and curing agents after the sale of control over Ketjen's refining-catalyst business.

Execution centers on resource integration, process chemistry, customer qualification and reliable delivery across the Americas, Asia, Europe and the Middle East. Brominated fire-safety products face regulatory scrutiny; Energy Storage results remain strongly tied to volatile lithium prices, and key feedstock comes through brine rights and mining joint ventures.

Company facts

CEOJ. Kent Masters
ListedFeb 22, 1994
ExchangeNYSE
HeadquartersCharlotte, NC
CountryUnited States
Employees7,800
CIK0000915913
ISINUS0126531013

Market cap$13.32B
EPS (ttm)−$0.0300
P/E (ttm)−3,764.00
ROE2.3%
P/B1.30
P/S2.25
Dividend yieldDiv yield1.44%
Beta1.45vs XLB 1.07

Price target$207.00+83.3%Average of 45 analysts
ConsensusBuy20 of 45 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 10, 2026ScotiabankReiterate
Rating: Target: $215
Rating: Sector OutperformTarget: $190
Aug 10, 2026Morgan StanleyReiterate
Rating: Target: $189
Rating: ReduceTarget: $161
Aug 7, 2026Truist FinancialTarget
Target: $260
Target: $225
Aug 7, 2026UBSReiterate
Rating: Target: $264
Rating: BuyTarget: $175
Jul 17, 2026RBC CapitalTarget
Target: $257
Target: $166

Next report
Nov 4, 26
in 43 days
EPS estimate
$2.55
Revenue estimate
$1.53B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Nov '25Feb '26May '26Aug '26Nov '26
Reported−$1.09−$0.18$0.11−$0.19−$0.53$2.95$3.75Pending
Estimate−$0.60−$0.62−$0.83−$0.86−$0.42$1.19$3.20$2.55
Surprise−81.7%+71.0%+113.3%+77.9%−26.8%+147.9%+17.2%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.23B$1.08B$1.33B$1.31B$1.43B$1.43B$1.74BPending
Estimate$1.34B$1.16B$1.27B$1.28B$1.35B$1.34B$1.61B$1.53B
Surprise−7.8%−7.5%+4.6%+2.4%+6.0%+6.6%+8.5%
Estimate$2.55
ReportedDue Nov 4, 2026
Estimate$1.53B
ReportedDue Nov 4, 2026
View details

Debt to equity19.30%
Current ratio208.60%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.35B$1.23B$1.08B$1.33B$1.31B$1.43B$1.43B$1.74B
Net income−$1.07B$75.3M$41.3M$22.9M−$160.7M−$414.2M$319.1M$480.0M
Net margin0.0%6.1%3.8%1.7%0.0%0.0%22.3%27.5%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$280.1M−$15.5M$17.5M$53.7M−$30.5M$48.3M$233.5M$452.9M
YoY growthLoss widenedLoss narrowedTurned profitTurned profitLoss narrowedTurned profit+1,231.4%+742.8%

Balance sheet, Jun 30, 2026Cash & short-term investments $1.63B · Total debt $1.99B · Total assets $15.91B · Shareholders' equity $10.28B

Revenue
$1.74B
Operating income
$452.9M
Net income
$480.0M
View details

Dividend yield
1.44%
Next ex-date
Dec 11, 26
estimated · in 80 days
Annual dividend
$1.63
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.405$0.405$0.405$0.405$0.405$0.405$0.405$0.41
Annual yield1.62%2.15%2.67%2.13%1.22%1.02%0.95%1.38%
Ex-dateDec 13Mar 14Jun 13Sep 12Dec 12Mar 13Jun 12Sep 11
Payment dateJan 2Apr 1Jul 1Oct 1Jan 2Apr 1Jul 1Oct 1
View details

Institutions99.03%116.86M shares
1,027 holders · as of Jun 30, 2026
Insiders0.35%409.4K shares
22 holders · as of Sep 16, 2026
Other0.62%733.0K shares
remainder

118.01M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Capital World InvestorsInstitution
8.39%9.90Mas of Jun 30, 2026
BlackRock, Inc.Institution
8.05%9.50Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.53%7.70Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.45%6.44Mas of Jun 30, 2026
State Street CorpInstitution
4.66%5.50Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 15, 2026J. Kent Mastersdirector, officer: Chairman & CEO−16,393$183.72
Mar 10, 2026J. Kent Mastersdirector, officer: Chairman & CEO−11,783$170.81
Feb 20, 2026Eric Norrisofficer: Chief Commercial Officer−5,692$165.45
Feb 13, 2026Melissa H. Andersonofficer: Chief Bus..Transformation Off.−8,454$163.71
Oct 24, 2025Ander C. Krupaofficer: General Counsel & Sec−172$105.00
View details

  • SQM (ADR)

    Large lithium-derivatives and iodine peer across resource specialties

  • ICL

    Direct bromine and flame-retardant specialties peer

  • Rio Tinto (ADR)

    Diversified miner building lithium scale through Arcadium and Rincon

Compare

CompanyPriceChange
Albemarle$113.39+0.42%$13.32B11.52.3+31.1%
SQM (ADR)$70.32+1.14%$19.86B14.38.92.9+136.7%
ICL$5.35+0.09%$6.89B22.212.10.9+16.5%
Rio Tinto (ADR)$97.26+0.23%$157.69B13.22.6+57.4%
Median14.310.52.6+57.4%