Eastman Chemical Company (NYSE:EMN) reported third-quarter 2026 sales revenue of $2.385 billion, up 8% from $2.202 billion a year earlier. GAAP net earnings were $253 million, while diluted earnings per share were $2.19, compared with $0.60 in the prior-year quarter.
Higher selling prices and a 1% increase in sales volume and mix drove revenue growth. The company reported $290 million of operating cash flow during the quarter and maintained its full-year adjusted EPS outlook of $6.00 to $6.20.
- Third-quarter GAAP EBIT was $305 million, compared with $188 million in the prior-year period.
- Advanced Materials revenue increased 5%, Additives & Functional Products rose 9%, and Chemical Intermediates increased 16%.
- Fibers revenue was unchanged, with a 4% volume and mix increase offset by 4% lower selling prices.
- Eastman returned $96 million to stockholders through dividends in the quarter.
- Operating cash flow totaled $377 million through the first nine months of 2026.
- The company expects $125 million to $150 million of cost savings, net of inflation, in 2026.
$EMN Insider Trading Activity
$EMN insiders have traded $EMN stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $EMN stock by insiders over the last 6 months:
- ADRIAN JAMES HOLT (SVP, Chf HR Ofcr) sold 3,283 shares for an estimated $234,110
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$EMN Hedge Fund Activity
We have seen 306 institutional investors add shares of $EMN stock to their portfolio, and 301 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 2,653,939 shares (-54.8%) from their portfolio in Q2 2026, for an estimated $177,760,834
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,217,496 shares (+inf%) to their portfolio in Q2 2026, for an estimated $81,547,882
- FRANKLIN RESOURCES INC removed 1,035,679 shares (-26.5%) from their portfolio in Q2 2026, for an estimated $69,369,779
- MARSHALL WACE, LLP added 1,035,571 shares (+275.0%) to their portfolio in Q2 2026, for an estimated $69,362,545
- D. E. SHAW & CO., INC. removed 968,789 shares (-94.5%) from their portfolio in Q2 2026, for an estimated $64,889,487
- CLEARBRIDGE INVESTMENTS, LLC removed 960,025 shares (-91.7%) from their portfolio in Q2 2026, for an estimated $64,302,474
- PFA PENSION, FORSIKRINGSAKTIESELSKAB removed 619,097 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $41,467,117
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.
