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Highlights

  • Fourteen analysts give LyondellBasell Industries an overall "Hold" consensus rating.
  • Price targets range between USD 44.00 and USD 67.00 from major brokerages.
  • CEO sold 20,000 shares in August, reducing direct holdings by 11.09%.

LyondellBasell Industries N.V. (NYSE: LYB) has received an average recommendation of "Hold" from fourteen brokerages covering the stock, according to MarketBeat. Of these, two analysts have assigned a "sell" rating, nine have issued a "hold," two have rated the stock a "buy," and one has recommended a "strong buy." The consensus 12-month price target among covering analysts currently stands at USD 63.08, reflecting cautious sentiment around the specialty chemicals company’s near-term outlook.

Brokerage actions over the past quarter indicate diverging views on LYB’s valuation. UBS Group recently lowered its price target from USD 49.00 to USD 44.00 and reiterated a "sell" rating on August 7. Citigroup also trimmed its target from USD 56.00 to USD 53.00 with a "neutral" stance. Meanwhile, Mizuho raised its price target to USD 67.00 and assigned a "neutral" rating in July, suggesting potential upside if market conditions improve. Argus downgraded the stock from "buy" to "hold" in late May, while BMO Capital Markets revised its target downward to USD 58.00 and maintained a "market perform" rating.

Insider activity has drawn attention, with CEO Peter Z. E. Vanacker selling 20,000 shares at an average price of USD 53.57 in mid-August, representing an 11.09% reduction in his direct holdings. Following the transaction, the CEO continues to hold approximately 160,351 shares, valued near USD 8.59 million. Company filings indicate that insiders collectively own about 0.14% of LYB’s outstanding shares.

Institutional investors remain significant holders of LYB, collectively owning about 71.2% of the company’s stock. Dodge & Cox slightly increased its stake by 0.4% in Q2, bringing its holdings to nearly 16.97 million shares worth USD 981.88 million. State Street Corp raised its position by 4.1% to 12.92 million shares, while Charles Schwab Investment Management and Geode Capital Management made incremental additions. Invesco Ltd. grew its stake by 10.4% during Q1, adding over 606,000 shares.