CE · NYSE · Chemicals

Celanese (CE)

Makes specialty materials through Engineered Materials and Acetyl Chain.

$47.63
vs last close+3.24 (+7.31%)
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Celanese CorporationCE
Materials

Makes specialty materials through Engineered Materials and Acetyl Chain. Its engineered-materials platform expanded through the 2022 acquisition of most of DuPont’s Mobility & Materials business, alongside a corporate history that returned it to the NYSE in 2005.

Engineered Materials and Acetyl Chain form the two operating segments of a global chemical and specialty-materials company. The engineered-materials platform expanded in 2022 with the acquisition of most of DuPont’s Mobility & Materials business.

Based in Irving, Texas, the business serves international markets and traces its roots to a U.S. cellulose-acetate company incorporated in 1918. Its corporate history includes Hoechst ownership, a German spin-off, Blackstone’s take-private acquisition, and a 2005 return to the New York Stock Exchange.

The current structure combines the two segments with assets brought into Engineered Materials through the Mobility & Materials acquisition. The company has operated as the NYSE-listed Celanese Corporation since that return to public markets.

Company facts

CEOScott A. Richardson
ListedJan 21, 2005
ExchangeNYSE
HeadquartersIrving, TX
CountryUnited States
Employees11,434
CIK0001306830
ISINUS1508701034

Market cap$4.87B
EPS (ttm)−$10.69
P/E (ttm)−4.15
ROE-28.8%
P/B1.17
P/S0.5011
Dividend yieldDiv yield0.27%
Beta0.65vs XLB 1.55

Price target$58.00+30.7%Average of 37 analysts
ConsensusHold22 of 37 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 10, 2026KeyBancInitiate
Rating: Target: $70
Rating: OverweightTarget: $57
Aug 6, 2026Deutsche BankTarget
Target: $60
Target: $50
Aug 6, 2026Wells FargoReiterate
Rating: Target: $75
Rating: OverweightTarget: $65
Aug 5, 2026Mizuho SecuritiesTarget
Target: $55
Target: $50
Aug 5, 2026BMO CapitalReiterate
Rating: Target: $57
Rating: Market PerformTarget: $54

Next report
Nov 5, 26
in 44 days
EPS estimate
$1.55
Revenue estimate
$2.62B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.45$0.57$1.44$1.34$0.67$0.85$2.45Pending
Estimate$1.25$0.37$1.38$1.27$0.89$0.89$2.23$1.55
Surprise+16.0%+54.1%+4.3%+5.5%−24.7%−4.6%+9.9%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$2.37B$2.39B$2.53B$2.42B$2.20B$2.34B$2.75BPending
Estimate$2.36B$2.46B$2.55B$2.25B$2.25B$2.34B$2.75B$2.62B
Surprise+0.6%−2.9%−0.7%+7.7%−2.2%−0.3%+0.2%
Estimate$1.55
ReportedDue Nov 5, 2026
Estimate$2.62B
ReportedDue Nov 5, 2026
View details

Debt to equity295.80%
Current ratio122.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$2.65B$2.37B$2.39B$2.53B$2.42B$2.20B$2.34B$2.75B
Net income$116.0M−$1.91B−$21.0M$199.0M−$1.36B$19.0M$44.0M$125.0M
Net margin4.4%0.0%0.0%7.9%0.0%0.9%1.9%4.5%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$248.0M−$1.41B$168.0M$233.0M−$1.28B$128.0M$189.0M$276.0M
YoY growth−70.5%Turned loss−20.0%−6.8%Turned lossTurned profit+12.5%+18.5%

Balance sheet, Jun 30, 2026Cash & short-term investments $1.36B · Total debt $12.32B · Total assets $21.41B · Shareholders' equity $4.17B

Revenue
$2.75B
Operating income
$276.0M
Net income
$125.0M
View details

Dividend yield
0.27%
Next ex-date
Oct 28, 26
estimated · in 36 days
Annual dividend
$0.12
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Oct '24Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26
Dividend$0.70$0.03$0.03$0.03$0.03$0.03$0.03$0.03
Annual yield2.20%3.91%3.33%1.39%0.29%0.23%0.18%0.28%
Ex-dateOct 30Feb 25Apr 28Jul 29Oct 28Feb 24Apr 27Jul 28
Payment dateNov 13Mar 11May 12Aug 11Nov 12Mar 10May 11Aug 10
View details

Institutions112.33%123.28M shares
488 holders · as of Jun 30, 2026
Insiders9.35%10.26M shares
20 holders · as of Aug 17, 2026
Adds to121.68%

109.75M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 121.68%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Dodge & CoxInstitution
13.92%15.28Mas of Jun 30, 2026
BlackRock, Inc.Institution
12.18%13.36Mas of Jun 30, 2026
of 16 PagesInsider
8.85%9.71Mfiled Feb 14, 2023
Norges BankInstitution
8.51%9.34Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.95%6.53Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 14, 2026Chuck Kyrishofficer: SVP & CFO+2,300$45.52
Aug 11, 2026Ashley B. Duffieofficer: SVP & GC+600$45.60
Aug 11, 2026Mark Christopher Murrayofficer: SVP - Acetyls+2,153$45.52
Dec 10, 2025Scott A. Richardsondirector, officer: CEO & President+3,800$41.59
Dec 9, 2025Chuck Kyrishofficer: SVP & CFO+5,000$41.03
View details

  • Eastman Chemical

    Acetyl intermediates and specialty materials overlap

  • Dow

    VAM, binders and performance materials overlap

  • LyondellBasell

    Industrial chemicals and polymers overlap across end markets

Compare

CompanyPriceChange
Celanese$47.63+7.31%$4.87B8.10.5+8.7%
Eastman Chemical$67.28+3.36%$7.44B16.910.00.8+9.7%
Dow$28.14−0.48%$20.42B14.80.5+19.7%
LyondellBasell$59.60−1.06%$19.45B7.50.6+19.8%
Median16.910.00.6+19.7%