Cabot Corporation (CBT) reported fiscal third-quarter 2026 net sales and other operating revenues of $982 million, up from $923 million a year earlier. Net income attributable to Cabot was $6 million, or $0.12 diluted EPS, compared with $101 million, or $1.86 diluted EPS, in the prior-year quarter.
The company reported adjusted EPS of $1.67, segment EBIT of $97 million in Reinforcement Materials and $68 million in Performance Chemicals, and tightened fiscal 2026 adjusted EPS guidance to $6.15 to $6.45. Cabot also announced Erica McLaughlin will succeed Sean Keohane as president and CEO effective October 1, 2026.
- Third-quarter cash flow from operating activities was $75 million.
- Cash and cash equivalents totaled $250 million at quarter-end, with available liquidity of $1.3 billion.
- Battery Materials is expanding global conductive additive capacity in the United States and China.
- Cabot reaffirmed its expectation of about $40 million of fiscal 2026 EBITDA for Battery Materials.
- The company will host an earnings call on August 4, 2026, accessible through its investor relations website.
$CBT Hedge Fund Activity
We have seen 159 institutional investors add shares of $CBT stock to their portfolio, and 151 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 398,025 shares (+41.2%) to their portfolio in Q1 2026, for an estimated $29,975,262
- PROSHARE ADVISORS LLC added 349,861 shares (+2125.5%) to their portfolio in Q1 2026, for an estimated $26,348,031
- UBS GROUP AG removed 326,725 shares (-53.2%) from their portfolio in Q1 2026, for an estimated $24,605,659
- FULLER & THALER ASSET MANAGEMENT, INC. removed 295,062 shares (-12.6%) from their portfolio in Q1 2026, for an estimated $22,221,119
- AMERICAN CENTURY COMPANIES INC added 217,569 shares (+10.8%) to their portfolio in Q1 2026, for an estimated $16,385,121
- JONES FINANCIAL COMPANIES LLLP added 213,825 shares (+21276.1%) to their portfolio in Q1 2026, for an estimated $16,103,160
- WELLINGTON MANAGEMENT GROUP LLP removed 185,397 shares (-4.9%) from their portfolio in Q1 2026, for an estimated $13,962,248
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
