LyondellBasell (LYB) jumps 8.9% as fresh analyst upgrades point to improving setup for the cycle

LyondellBasell (LYB) is up 8.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears most tied to a burst of bullish sell-side activity, with at least one major upgrade in the past 24 hours that reframed the near-term risk/reward for commodity chemicals. After a rough stretch that included a dividend reset and ongoing portfolio restructuring, the stock may also be seeing short-covering and “mean reversion” buying as sentiment improves.

Details:

KeyBanc upgraded LyondellBasell to Overweight from Sector Weight and set a $73 price target, highlighting how recent geopolitical developments could shift the earnings backdrop for parts of the chemicals chain.

Trade desks also circulated a broad upgrades/downgrades roundup that included LyondellBasell’s rating change, helping bring incremental attention and flows into the name.

Separately, the company recently announced a lower quarterly dividend of $0.69 per share, payable March 9, 2026, with an ex-dividend date of March 2, 2026—an action that may have reduced near-term cash pressure but also reset investor expectations.

LyondellBasell continues to work through major portfolio actions, including the planned divestment of select European olefins and polyolefins assets, which has been positioned as part of a broader reshaping of the footprint.

Sources:

Investing.com, TheFly, LyondellBasell Investor Relations, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$LYB Insider Trading Activity

$LYB insiders have traded $LYB stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $LYB stock by insiders over the last 6 months:

KIMBERLY A FOLEY (EVP, Global O&P and Refining) purchased 5,661 shares for an estimated $246,620

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$LYB Hedge Fund Activity

We have seen 365 institutional investors add shares of $LYB stock to their portfolio, and 564 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. added 6,216,950 shares (+21.4%) to their portfolio in Q4 2025, for an estimated $269,193,935
CAPITAL RESEARCH GLOBAL INVESTORS added 4,770,260 shares (+108.7%) to their portfolio in Q4 2025, for an estimated $206,552,258
SOUNDWATCH CAPITAL LLC removed 4,634,003 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $227,251,507
NORGES BANK removed 3,633,490 shares (-75.1%) from their portfolio in Q4 2025, for an estimated $157,330,117
CAPITAL INTERNATIONAL INVESTORS removed 2,807,960 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $121,584,667
AQR CAPITAL MANAGEMENT LLC added 2,588,636 shares (+512.9%) to their portfolio in Q4 2025, for an estimated $112,087,938
HIGHTOWER ADVISORS, LLC removed 2,297,461 shares (-95.4%) from their portfolio in Q4 2025, for an estimated $99,480,061

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$LYB Congressional Stock Trading

Members of Congress have traded $LYB stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $LYB stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/09.
REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 09/25.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$LYB Analyst Ratings

Wall Street analysts have issued reports on $LYB in the last several months. We have seen 0 firms issue buy ratings on the stock, and 2 firms issue sell ratings.

Here are some recent analyst ratings:

BMO Capital issued a "Underperform" rating on 12/15/2025
Goldman Sachs issued a "Sell" rating on 10/17/2025

To track analyst ratings and price targets for $LYB, check out Quiver Quantitative's $LYB forecast page.

$LYB Price Targets

Multiple analysts have issued price targets for $LYB recently. We have seen 11 analysts offer price targets for $LYB in the last 6 months, with a median target of $50.0.

Here are some recent targets:

John McNulty from BMO Capital set a target price of $68.0 on 03/05/2026
Aleksey Yefremov from Keybanc set a target price of $73.0 on 03/04/2026
Patrick Cunningham from Citigroup set a target price of $49.0 on 02/03/2026
Arun Viswanathan from RBC Capital set a target price of $51.0 on 02/03/2026
Michael Sison from Wells Fargo set a target price of $48.0 on 02/02/2026
Joshua Spector from UBS set a target price of $38.0 on 12/23/2025
John Roberts from Mizuho set a target price of $49.0 on 12/11/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.