LyondellBasell shares rise as strong cash generation and oxyfuels strength offset softer sales

LyondellBasell Industries (LYB) is up 5.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied mainly to LyondellBasell’s third-quarter results, which showed a clear improvement in profit, EBITDA, and cash generation versus the prior quarter, even though sales were lighter than many expected. Investors also seem to be responding to stronger oxyfuels margins, solid operating execution, and an agreement to monetize the former Houston refinery site.

Details:

LyondellBasell posted third-quarter net income of $758 million, or $2.32 per diluted share, with adjusted diluted EPS of $2.54 and EBITDA of $1.4 billion.

The company highlighted materially higher profitability in Intermediates and Derivatives, driven largely by oxyfuels, helped by stronger crack spreads, favorable gasoline blend economics, and improved operating rates at key assets.

Cash from operations reached $1.7 billion in the quarter, cash on hand increased by roughly $600 million, and the company said it repaid a planned €500 million note maturity in September.

An SEC filing also showed LyondellBasell agreed to sell its former Houston refinery site and related assets for $320.5 million, which may have supported sentiment around balance-sheet discipline and portfolio cleanup.

Sources:

LyondellBasell, SEC, MarketScreener

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, 0 have been purchases and 1 have been sales.

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

JEFFREY A KAPLAN (EVP, Chief PC, Leg & Corp Ofc) sold 10,000 shares for an estimated $741,573

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.

$LYB Hedge Fund Activity

We have seen 487 institutional investors add shares of $LYB stock to their portfolio, and 456 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

DODGE & COX removed 16,839,152 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $886,581,352
CAPITAL RESEARCH GLOBAL INVESTORS removed 8,593,971 shares (-84.2%) from their portfolio in Q2 2026, for an estimated $452,472,573
AQR CAPITAL MANAGEMENT LLC added 4,998,764 shares (+118.3%) to their portfolio in Q2 2026, for an estimated $263,184,924
BLACKROCK, INC. added 4,185,571 shares (+16.7%) to their portfolio in Q2 2026, for an estimated $220,370,313
MAN GROUP PLC added 3,106,424 shares (+2009.8%) to their portfolio in Q2 2026, for an estimated $163,553,223
DAVIS SELECTED ADVISERS added 3,102,264 shares (+55.4%) to their portfolio in Q2 2026, for an estimated $163,334,199
JPMORGAN CHASE & CO added 2,883,144 shares (+inf%) to their portfolio in Q2 2026, for an estimated $151,797,531

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.

$LYB Price Targets

Multiple analysts have issued price targets for $LYB recently. We have seen 9 analysts offer price targets for $LYB in the last 6 months, with a median target of $73.0.

Here are some recent targets:

John McNulty from BMO Capital set a target price of $64.0 on 07/06/2026
An analyst from Alembic Global set a target price of $83.0 on 07/02/2026
John Roberts from Mizuho set a target price of $62.0 on 07/01/2026
Steve Byrne from B of A Securities set a target price of $48.0 on 06/30/2026
Patrick Cunningham from Citigroup set a target price of $67.0 on 06/24/2026
Joshua Spector from UBS set a target price of $73.0 on 06/05/2026
Michael Sison from Wells Fargo set a target price of $98.0 on 05/28/2026

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.