LYB · NYSE · Chemicals - Specialty

LyondellBasell (LYB)

Produces polyolefins, intermediate chemicals and engineered compounds while licensing process technologies.

$60.22
vs last close+0.97 (+1.65%)
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LyondellBasell Industries N.V.LYB
Materials

Produces olefins, polyethylene, polypropylene, intermediate chemicals, oxyfuels and engineered polymer compounds, while licensing process technologies and selling catalysts. An integrated global footprint feeds much of its chemical output into downstream products, leaving results tied to petrochemical cycles, feedstock costs and plant reliability.

Produces olefins, polyethylene and polypropylene through Olefins and Polyolefins-Americas and Olefins and Polyolefins-Europe, Asia, International. Intermediates and Derivatives adds propylene oxide, oxyfuels and acetyls, while Advanced Polymer Solutions supplies compounds, engineered plastics, masterbatches, composites and colors. Technology licenses chemical and polyolefin processes and sells catalysts.

Runs an integrated global network in which much of its olefin output feeds internal polymer and derivatives production. Feedstock flexibility, process and catalyst know-how, compounding expertise, and safe, reliable plant operation support execution across commodity and specialty markets.

Shut its Houston refinery and completed the sale of select European olefins and polyolefins sites while retaining Advanced Polymer Solutions in Tarragona. Results remain structurally exposed to petrochemical supply-demand cycles, feedstock and energy costs, global capacity additions, and plant reliability.

Company facts

CEOPeter Vanacker
ListedApr 28, 2010
ExchangeNYSE
HeadquartersRotterdam, Netherlands
CountryUnited States
Employees18,970
CIK0001489393
ISINNL0009434992

Market cap$19.12B
EPS (ttm)−$1.11
P/E (ttm)−53.37
ROE-3.4%
P/B1.79
P/S0.6130
Dividend yieldDiv yield5.81%
Beta−0.35vs XLB 0.74

Price target$69.00+16.5%Average of 40 analysts
ConsensusBuy19 of 40 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 11, 2026KeyBancInitiate
Rating:
Rating: Sector Weight
Aug 5, 2026RBC CapitalReiterate
Rating: Target: $80
Rating: OutperformTarget: $72
Aug 4, 2026UBSReiterate
Rating: Target: $73
Rating: NeutralTarget: $64
Aug 3, 2026BMO CapitalReiterate
Rating: Target: $64
Rating: Market PerformTarget: $68
Aug 3, 2026Mizuho SecuritiesTarget
Target: $62
Target: $66

Next report
Oct 30, 26
in 37 days
EPS estimate
$2.72
Revenue estimate
$8.85B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Jan '25Apr '25Aug '25Oct '25Jan '26May '26Jul '26Oct '26
Reported$0.75$0.54$0.62$1.01−$0.26$0.49$4.30Pending
Estimate$1.28$0.36$0.81$0.81$0.11$0.28$3.44$2.72
Surprise−41.4%+50.0%−23.0%+24.5%−333.6%+74.6%+25.0%

RevenueReportedEstimate

Jan '25Apr '25Aug '25Oct '25Jan '26May '26Jul '26Oct '26
Reported$9.50B$7.68B$7.66B$7.73B$7.09B$7.20B$9.18BPending
Estimate$9.22B$7.41B$7.52B$7.41B$6.80B$7.53B$9.21B$8.85B
Surprise+3.0%+3.6%+1.8%+4.3%+4.3%−4.4%−0.3%
Estimate$2.72
ReportedDue Oct 30, 2026
Estimate$8.85B
ReportedDue Oct 30, 2026
View details

Debt to equity133.30%
Current ratio164.10%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$8.60B$9.50B$7.68B$7.66B$7.73B$7.09B$7.20B$9.18B
Net income$570.0M−$598.0M$175.0M$114.0M−$892.0M−$140.0M$125.0M$559.0M
Net margin6.6%0.0%2.3%1.5%0.0%0.0%1.7%6.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$865.0M−$659.0M$114.0M$330.0M−$731.0M−$40.0M$239.0M$1.54B
YoY growth−14.7%Turned loss−82.5%−67.0%Turned lossLoss narrowed+109.6%+367.6%

Balance sheet, Jun 30, 2026Cash & short-term investments $2.63B · Total debt $14.22B · Total assets $34.48B · Shareholders' equity $10.67B

Revenue
$9.18B
Operating income
$1.54B
Net income
$559.0M
View details

Dividend yield
5.81%
Next ex-date
Nov 24, 26
estimated · in 62 days
Annual dividend
$3.44
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Mar '25Jun '25Aug '25Dec '25Mar '26Jun '26Aug '26
Dividend$1.34$1.34$1.37$1.37$1.37$0.69$0.69$0.69
Annual yield6.42%7.00%9.90%9.50%11.37%8.29%6.14%5.28%
Ex-dateDec 2Mar 10Jun 2Aug 25Dec 1Mar 2Jun 1Aug 24
Payment dateDec 9Mar 17Jun 9Sep 2Dec 8Mar 9Jun 8Aug 31
View details

Institutions75.65%244.37M shares
935 holders · as of Jun 30, 2026
Insiders0.34%1.11M shares
25 holders · as of May 26, 2026
Strategic holders2.18%7.04M shares
1 holder · as of Mar 11, 2026
Other21.83%70.53M shares
remainder

323.04M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
9.07%29.30Mas of Jun 30, 2026
Dodge & CoxInstitution
5.25%16.97Mfiled Feb 13, 2025
Vanguard Capital Management LLCInstitution
5.23%16.88Mas of Jun 30, 2026
State Street CorpInstitution
4.56%14.73Mas of Jun 30, 2026
Capital World InvestorsInstitution
4.26%13.77Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 13, 2026Jeffrey A. Kaplanofficer: EVP, Chief PC, Leg & Corp Ofc−10,000$74.16
Mar 9, 2026AI Investments Holdings LLC10 percent owner−385,390$68.13
Nov 12, 2025Kimberly A. Foleyofficer: EVP, Global O&P and Refining+5,661$43.56
View details

  • Dow

    Largest listed PE, olefins and licensing overlap

  • ExxonMobil

    Scale PP, performance-polymer and recycling challenger

  • Braskem (ADR)

    Americas PE/PP and bio-based polymer rival

  • Westlake

    North American PE, styrene and epoxy overlap

  • Celanese

    Acetyls and engineered-materials specialist

  • Avient

    APS-style colorants, additives and engineered materials

Compare

CompanyPriceChange
LyondellBasell$60.22+1.65%$19.12B7.50.6+19.8%
Dow$28.74+1.90%$20.37B15.10.5+19.7%
ExxonMobil$161.12+1.53%$657.68B20.413.21.8+46.0%
Braskem (ADR)$1.64−1.80%$665.5M0.0+31.9%
Westlake$68.96+0.24%$8.81B18.80.8+10.8%
Celanese$49.26+3.84%$5.20B8.40.5+8.7%
Avient$40.93−0.75%$3.78B22.312.51.1+5.8%
Median21.413.20.7+15.2%