LyondellBasell Industries 주식 (NYSE: LYB)

LyondellBasell Industries (NYSE:LYB) 주식

LyondellBasell Industries

LyondellBasell is a petrochemical producer with operations in the United States, Europe, and Asia. The company is the world's largest producer of polypropylene and also a major producer of polyethylene and propylene oxide. Its chemicals are used in various consumer and industrial end products. Well over half of LyondellBasell's production comes from its North American operations.

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바이킹 펀드 매니지먼트(Viking Fund Management)의 최근 13F 공시를 보면, 2024년 대선을 앞두고 일부 석유 기업 주식을 매도하는 등 3분기에 어떤 회사를 사고 팔았는지 확인할 수 있다. 13F 공시를 통해 보고한 포지션은 다음과 같다.

바이킹 펀드: 3분기에 대형 석유주 매각, 테슬라 포지션 절반으로 축소, 브로드컴 추가 매입

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3분기 실적 시즌이 다가오면서, 골드만삭스는 투자자들이 재무 실적을 통해 수익을 올릴 수 있는 주요 주식 기회를 식별한 노트를 발표했다. 애널리스트 존 마샬(John Marshall)과 그의 팀은 목요일에 18개의 주식이 실적 상향 조정의 혜택을 받을 가능성이 있고, 7개의 주식은 하향 조정의 영향을 받을 가능성이 있다고 강조했다.

이번 실적 시즌에는 매수할 주식 18개, 매도할 주식 7개: 골드만삭스는 올해를 &#39;주식 선택자의 해&#39;

LyondellBasell Industries NV Ordinary Shares Class A (Netherlands)

LyondellBasell Industries NV

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Shares of companies in the broader materials sector are trading lower amid overall market uncertainty after President Trump confirmed March 4 tariffs.

LyondellBasell (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) today announced an investment to expand propylene production capacity at its Channelview Complex near Houston. 
Groundbreaking and construction are expected to begin in the third quarter of 2025, with a projected startup in late 2028. The unit will have an annual propylene production capacity of approximately 400 thousand metric tons, employ 750 people during peak construction and is expected to add 25 permanent jobs. "This capacity expansion strengthens our ability to meet increasing customer demand and improve our self-sufficiency as we grow and upgrade a core business line for LyondellBasell," said Kim Foley, LYB executive vice president, Global Olefins &amp; Polyolefins and Refining. "Additionally, it reduces our exposure to market volatility, which positions LYB to provide consistent returns for our shareholders."
The new metathesis unit will convert ethylene into propylene for use in the production of polypropylene and propylene oxide, which are building blocks for essential materials used in everyday life. End-use-related product lines include food packaging, medical devices, automotive components, aircraft deicing fluid, building insulation, cushions for home furnishings and telecommunications equipment.

LyondellBasell Invests in 400K Metric Ton Propylene Expansion, to Expand Propylene Production with New Houston Facility by 2028, Adding Jobs in Texas

"This feedstock allocation is a vital step in our collaboration with Sipchem," said Peter Vanacker, LyondellBasell chief executive officer. "As we move forward with our joint study, with a long-term partnership in mind, we further strengthen our commitment to Saudi Arabia. Thank you to the Ministry of Energy for their support and collaboration as we build on our successful partnership. We look forward to being a larger part of the Kingdom's thriving economy, which continues to grow and provide numerous opportunities for development and innovation."

Sipchem And LyondellBasell Advance Petrochemical Ambitions With Saudi Energy Ministry's Feedstock Allocation

Piper Sandler analyst Charles Neivert maintains LyondellBasell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) with a Neutral and lowers the price target from $95 to $84.

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Analyst Ratings

Piper Sandler Maintains Neutral on LyondellBasell Industries, Lowers Price Target to $84

RBC Capital analyst Arun Viswanathan maintains LyondellBasell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) with a Outperform and raises the price target from $82 to $90.

RBC Capital Maintains Outperform on LyondellBasell Industries, Raises Price Target to $90

JP Morgan analyst Jeffrey Zekauskas maintains LyondellBasell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) with a Overweight and lowers the price target from $90 to $80.

JP Morgan Maintains Overweight on LyondellBasell Industries, Lowers Price Target to $80

Morgan Stanley analyst Vincent Andrews maintains LyondellBasell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) with a Overweight and lowers the price target from $90 to $85.

Morgan Stanley Maintains Overweight on LyondellBasell Industries, Lowers Price Target to $85

LyondellBasell Industries N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) reported better-than-expected fourth-quarter 2024 <a href="https://www.benzinga.com/quote/lyb/earnings">sales on Friday</a>.
LyondellBasell reported revenues of $9.497 billion, down 4.4% year-over-year and above the consensus of $9.225 billion. Adjusted EPS was at 75 cents, which is in-line with the consensus.
"The volumes of our sustainable products are rapidly growing and aligned with our profitability targets. We are sharpening our focus on value creation while diligently managing and tracking our progress through a highly disciplined Value Enhancement Program. With a robust investment-grade balance sheet, LYB is well-positioned to deliver on our strategic promises and reward shareholders with a growing dividend as part of our overall value proposition," commented LyondellBasell CEO Peter Vanacker.
For 2025, the company said it anticipates seasonal demand improvements in the first quarter of 2025, supported by lower interest rates, moderate inflation, and rising durable goods consumption.
The company aligns operations with global demand, expecting Olefins &amp; Polyolefins Americas at 80%, EAI at 75% and Intermediates &amp; Derivatives at 80%.
LyondellBasell shares fell 0.2% to trade at $75.53 on Monday.
These analysts made changes to their price targets on LyondellBasell following earnings announcement.
<ul>
<li>Wells Fargo analyst Michael Sison maintained LyondellBasell with an Overweight and lowered the price target from $95 to $90.</li>
<li>UBS analyst Joshua Spector maintained LyondellBasell with a Neutral and lowered the price target from $77 to $76.</li>
<li>Barclays analyst Michael Leithead maintained the stock with an Equal-Weight and cut the price target from $90 to $80.</li>
</ul>
Considering buying LYB stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="601" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/03132838/image-2-1-1024x601.png" alt="" class="wp-image-763207" style="width:537px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/03132838/image-2-1-1024x601.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/03132838/image-2-1-300x176.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/03132838/image-2-1-768x451.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/03132838/image-2-1.png 1101w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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These Analysts Slash Their Forecasts On LyondellBasell Industries After Q4 Results

Barclays analyst Michael Leithead maintains LyondellBasell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) with a Equal-Weight and lowers the price target from $90 to $80.

Barclays Maintains Equal-Weight on LyondellBasell Industries, Lowers Price Target to $80

UBS analyst Joshua Spector maintains LyondellBasell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) with a Neutral and lowers the price target from $77 to $76.

UBS Maintains Neutral on LyondellBasell Industries, Lowers Price Target to $76

Wells Fargo analyst Michael Sison maintains LyondellBasell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) with a Overweight and lowers the price target from $95 to $90.

Wells Fargo Maintains Overweight on LyondellBasell Industries, Lowers Price Target to $90

Guidance

LyondellBasell CFO Says Co Will Defer Some Growth Investments Until Later In The Decade

LyondellBasell CEO Says 2025 CapEx Will Be Lower Than Prior Guidance

Lyondell Houston Refinery To Operate At About 35% Capacity In Q1 2025 As Company Closes Plant

LyondellBasell Industries N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) shares are higher after the company reported <a href="https://www.benzinga.com/pressreleases/25/01/g43380319/lyondellbasell-reports-2024-earnings" target="_blank" rel="noreferrer noopener">better-than-expected fourth-quarter 2024 results</a>.
LyondellBasell reported revenues of $9.497 billion, down 4.4% year-over-year and above the consensus of $9.225 billion. Adjusted EPS was at $0.75, which is in-line with the consensus.
Adjusted EBITDA stood at 689 million (-24.3% Y/Y), and the margin contracted 191 bps to 7.2%.
Fourth quarter margins declined as higher NGL and gas costs outpaced product prices, while seasonal demand slowed domestic and global markets.
Strong polyethylene exports helped offset some declines, but weaker gasoline crack spreads and European downtime further pressured margins.
LyondellBasell generated a $3.80 billion operating cash flow in 2024, with 90% cash conversion over 12 months.
Operating cash flow supported $1.8 billion in capital spending and $1.9 billion in shareholder returns through dividends and stock buybacks. As of December end, the company had an investment-grade balance sheet with $8.0 billion in liquidity, including $3.4 billion in cash.
&#8220;The volumes of our sustainable products are rapidly growing and aligned with our profitability targets. We are sharpening our focus on value creation while diligently managing and tracking our progress through a highly disciplined Value Enhancement Program. With a robust investment-grade balance sheet, LYB is well-positioned to deliver on our strategic promises and reward shareholders with a growing dividend as part of our overall value proposition,&#8221; commented LyondellBasell CEO Peter Vanacker.
LyondellBasell targets $3 billion in incremental Normalized EBITDA by 2027, unlocking $1.3 billion by 2024. Further gains are expected from ongoing growth initiatives in 2025.
Despite market headwinds, LyondellBasell remains well-positioned, focusing on cost-advantaged feedstocks, financial strength, and sustained shareholder returns while driving future profitability.
2025 Outlook: LyondellBasell anticipates seasonal demand improvements in the first quarter of 2025, supported by lower interest rates, moderate inflation, and rising durable goods consumption.
The company aligns operations with global demand, expecting Olefins &amp; Polyolefins Americas at 80%, EAI at 75% and Intermediates &amp; Derivatives at 80%.
LYB Price Action: LyondellBasell shares traded higher by 0.24% at $76.30 at publication Friday.
Read Next: • <a href="https://www.benzinga.com/25/01/43382627/chevron-falls-as-q4-profits-decline-amid-lower-oil-output-dividend-hike-offers-silver-lining">Chevron Q4 Earnings: Profits Decline Amid Lower Oil Output, Dividend Hike Offers Silver Lining</a>

Photo: Courtesy LyondellBassell

Movers

LyondellBasell Tops Q4 Revenue Estimates, Eyes Growth In 2025 Despite Market Headwinds

LyondellBasell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) reported quarterly earnings of $0.75 per share which met the analyst consensus estimate. This is a 40.48 percent decrease over earnings of $1.26 per share from the same period last year. The company reported quarterly sales of $9.497 billion which beat the analyst consensus estimate of $9.225 billion by 2.95 percent. This is a 4.35 percent decrease over sales of $9.929 billion the same period last year.

Earnings Beats

LyondellBasell Industries Q4 2024 Adj. EPS $0.75, Inline, Sales $9.497B Beat $9.225B Estimate

<h3>Companies Reporting Before The Bell</h3>
• Novartis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) is estimated to report quarterly earnings at $1.79 per share on revenue of $12.77 billion. 
• Zapp Electric Vehicles (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZAPP#NASDAQ">ZAPP</a>) is projected to report earnings for its Fiscal Year 2024. 
• Dorian LPG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LPG#NYSE">LPG</a>) is estimated to report quarterly earnings at $0.70 per share on revenue of $89.89 million. 
• Piper Sandler (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PIPR#NYSE">PIPR</a>) is projected to report quarterly earnings at $3.96 per share on revenue of $452.49 million. 
• WisdomTree (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WT#NYSE">WT</a>) is projected to report quarterly earnings at $0.18 per share on revenue of $111.06 million. 
• RBC Bearings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBC#NYSE">RBC</a>) is estimated to report quarterly earnings at $2.20 per share on revenue of $394.43 million. 
• OneMain Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OMF#NYSE">OMF</a>) is projected to report quarterly earnings at $1.15 per share on revenue of $1.20 billion. 
• W.W. Grainger (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GWW#NYSE">GWW</a>) is likely to report quarterly earnings at $9.74 per share on revenue of $4.24 billion. 
• Virtus Inv (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRTS#NYSE">VRTS</a>) is likely to report quarterly earnings at $7.66 per share on revenue of $214.69 million. 
• Eaton Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>) is expected to report quarterly earnings at $2.82 per share on revenue of $6.36 billion. 
• Imperial Oil (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/IMO#AMEX">IMO</a>) is likely to report quarterly earnings at $2.02 per share on revenue of $13.18 billion. 
• First Hawaiian (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FHB#NASDAQ">FHB</a>) is estimated to report quarterly earnings at $0.41 per share on revenue of $203.83 million. 
• Broadridge Financial Soln (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BR#NYSE">BR</a>) is estimated to report quarterly earnings at $1.35 per share on revenue of $1.57 billion. 
• Vestis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSTS#NYSE">VSTS</a>) is likely to report quarterly earnings at $0.12 per share on revenue of $688.89 million. 
• Exxon Mobil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>) is expected to report quarterly earnings at $1.79 per share on revenue of $88.23 billion. 
• Revvity (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RVTY#NYSE">RVTY</a>) is expected to report quarterly earnings at $1.38 per share on revenue of $730.10 million. 
• Janus Henderson Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHG#NYSE">JHG</a>) is projected to report quarterly earnings at $0.97 per share on revenue of $683.02 million. 
• Church &amp; Dwight Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>) is estimated to report quarterly earnings at $0.76 per share on revenue of $1.57 billion. 
• Aon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AON#NYSE">AON</a>) is estimated to report quarterly earnings at $4.26 per share on revenue of $4.21 billion. 
• Badger Meter (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMI#NYSE">BMI</a>) is expected to report quarterly earnings at $1.07 per share on revenue of $201.60 million. 
• Franklin Resources (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEN#NYSE">BEN</a>) is likely to report quarterly earnings at $0.56 per share on revenue of $2.73 billion. 
• Autoliv (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALV#NYSE">ALV</a>) is expected to report quarterly earnings at $2.85 per share on revenue of $2.73 billion. 
• LyondellBasell Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>) is likely to report quarterly earnings at $0.95 per share on revenue of $9.49 billion. 
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<h3>Companies Reporting After The Bell</h3>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Earnings Scheduled For January 31, 2025

Lyondellbasell Announced Signing Of Two Significant Power Purchase Agreements In Europe, Further Supporting Its Commitment To Reduce Greenhouse Gas Emissions

Lyondell To Begin Closure Of Houston Refinery This Weekend

Management

Press Releases

LyondellBasell Announces Plans for CFO Retirement and Successor Appointment

Markets

LyondellBasell to address 2024 Goldman Sachs Industrials and Materials Conference

Yvonne van der Laan honored with 2024 Winthrop-Sears medal

LYB to discuss fourth-quarter results Friday, Jan. 31, 2025

LyondellBasell takes another step toward energy transition with new power agreements

LyondellBasell reports 2024 earnings

Saudi Arabia's Ministry of Energy awards prestigious feedstock allocation for joint project between Sipchem and LyondellBasell

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