LyondellBasell Industries NVNYSE: LYB

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In May 2026, LyondellBasell completed the sale of select European olefins and polyolefins assets, advancing its portfolio transformation away from disadvantaged European petchem capacity. Q1 2026 EBITDA grew driven by US-Iran conflict supply shock and cost-reduction initiatives, with adjusted EPS of $0.49 beating estimates of $0.21. Morgan Stanley raised PT to $77 from $52 (Overweight) while BofA downgraded to Underperform with $68 PT. EVP Jeffrey Kaplan sold 10,000 shares on May 13. Stock up 71% YTD vs. S&P 8%, dividend yield 6.7% at $72. The European divestiture is structurally positive but insider selling and BofA downgrade raise concerns about sustainability of the rally on geopolitical tailwinds.

LyondellBasell Q1 2026 Earningsinvestors.lyondellbasell.comLyondellBasell Valuationsimplywall.stLyondellBasell Insider Sellgurufocus.com

LyondellBasell reported Q1 2026 EPS of $0.49 (or $0.38 GAAP), beating estimates of $0.21 by $0.28, though revenue of $7.20B missed the $7.41B consensus. Net income was $125M with EBITDA of $568M ($615M excl. items). On May 1, the company completed the sale of select European olefins and polyolefins assets (Berre France, Munchsmunster Germany, Carrington UK, Tarragona Spain) to AEQUITA, with the divested business renamed Velogy. Management guided to significant sequential improvement in Q2 driven by tighter supply from Middle East war disruption. Alembic Global upgraded to Overweight with a $100 price target (up from $66). Shares rose 22.69% over the past month. EVP Jeffrey Kaplan sold 10,000 shares on May 13. Consensus analyst rating remains Hold at $72.67 target.

LyondellBasell reports first quarter 2026 earningsinvestors.lyondellbasell.comLyondellBasell completes sale of select European assets to AEQUITAlyondellbasell.comLyondellBasell Q1 EPS $0.38, EBITDA $568Mstocktitan.net

On May 13, 2026, LyondellBasell Executive Vice President and Chief Legal and Corporate Officer Jeffrey Kaplan sold 10,000 shares, an insider disposal disclosed shortly after the stock traded around $72 on May 11 with a 6.7% dividend yield. The company has scheduled its 2026 annual general meeting of shareholders for Friday, May 22, 2026. Backdrop: Q1 2026 results (released May 1) showed adjusted EPS of $0.49 beating the $0.21 estimate but revenue of $7.2B missing by ~$211M; LYB completed the sale of four European olefins/polyolefins sites and guided to significant sequential Q2 improvement on tighter supply and favorable pricing tied to Middle East disruptions. Sell-side moves include Deutsche Bank to $80 (from $75), BMO to $88 (from $82), UBS to $82 (from $79), and Wells Fargo cut to $80 (from $87). Key risk is whether Middle East-driven cost-curve support persists into H2 2026.

Insider Sell Alert: Jeffrey Kaplan Sells 10,000 Shares of LyondellBasellgurufocus.comLyondellBasell stock: Shares up 1.8% amid dividend yield of 6.7%ad-hoc-news.deLyondellBasell Industries N.V. - Form DEFA14A - FY2026sec.gov

LyondellBasell reported Q1 2026 EPS of $0.49 (ex-items) on EBITDA of $615M, a nearly 50% sequential improvement, beating estimates of $0.21 by $0.28. Net income was $125M ($0.38 diluted) on $7.2B revenue. The company completed the sale of four European olefins/polyolefins sites to AEQUITA, and has reduced headcount ~3,000 (15%) since end-2024. Cash totaled $2.6B with $7.3B total liquidity. Analyst upgrades followed: Alembic Global upgraded to Overweight with $100 PT (from $66); Deutsche Bank to $80, BMO Capital to $88, UBS to $82. EVP/Chief Legal Officer Jeffrey Kaplan sold 10,000 shares on May 13. Shares are up ~70% YTD, trading near $76 on May 18.

LyondellBasell reports first quarter 2026 earningslyondellbasell.comLyondellBasell Q1 2026 slides: war disruptions fuel margin expansioninvesting.comInsider Sell Alert: Jeffrey Kaplan Sells 10,000 Shares of LyondellBasellgurufocus.com

LyondellBasell reported Q1 2026 earnings on May 1: EPS of $0.49 beat estimates of $0.21 by $0.28, net income was $125M ($163M ex-items), EBITDA up nearly 50% to $568M ($615M ex-items). Revenue of $7.20B missed $7.41B estimate. The company completed the sale of four European olefins/polyolefins sites and associated functions to AEQUITA, advancing portfolio transformation. Strong results were driven by petrochemical price spikes from the US-Iran/Middle East conflict supply shock plus cost-reduction initiatives. Recent analyst activity: BMO raised PT to $88 from $82, UBS to $82 from $79, while Wells Fargo cut to $80 from $87. Stock at $72 with 6.7% dividend yield. Ended quarter with $2.6B cash and $7.3B liquidity; risks include reversal of war-driven spreads.

LyondellBasell reports first quarter 2026 earningslyondellbasell.comLyondellBasell Q1 2026 slides: war disruptions fuel margin expansionng.investing.comLyondellBasell stock shares up 1.8% amid dividend yield of 6.7%ad-hoc-news.de

LYB Q1 2026 EPS of $0.49 beat $0.21 estimate by $0.28, with EBITDA of $615M up nearly 50% sequentially as Middle East war disruptions lifted petrochemical margins. China naphtha costs surged from $1,200 to $1,800/ton. Stock traded $72 May 11 with 6.7% dividend yield. On May 5, BMO raised PT to $88, Deutsche Bank to $80, UBS to $82, while Wells Fargo cut to $80 from $87. Company completed sale of European olefins assets to AEQUITA. Risk: cyclical chemical demand and persistent geopolitical disruption.

LyondellBasell Q1 2026 Earningslyondellbasell.comLYB Q1 2026 slidesinvesting.comLyondellBasell completes European asset salelyondellbasell.com

LyondellBasell traded around $72 on May 11 with a 6.7% dividend yield drawing income investors. The company completed the sale of select European olefins/polyolefins assets to AEQUITA on May 1. Q1 2026 EPS of $0.49 beat consensus of $0.21, though revenue of $7.197B missed by ~$211M. UBS raised its PT to $82 from $79 on May 5. The company was elevated to Zacks Rank #1 (Strong Buy) on May 4. Management expects significant Q2 sequential improvement driven by tighter Middle East supply dynamics.

LyondellBasell European Saleglobenewswire.comLYB Q1 Earningslyondellbasell.comLYB Dividend Yieldad-hoc-news.de

LYB reported Q1 2026 EPS of $0.49, beating estimates of $0.21, with adjusted EBITDA up sequentially nearly 50% from Q4 2025. On May 1 the company completed the sale of select European olefins and polyolefins assets to AEQUITA, expecting a pre-tax loss of $700-$800M including a $300M cash contribution. Management cited a steeper global cost curve due to the Middle East war as supportive of margins. Stock trades at about $72 with a 6.7% dividend yield. The Zacks #1 Strong Buy upgrade reflects positive earnings momentum.

LyondellBasell reports first quarter 2026 earningslyondellbasell.comLyondellBasell completes European asset saleglobenewswire.comLYB Earns Zacks #1 Rankalphapilot.tech

LyondellBasell reported Q1 2026 earnings on May 1 of $0.49 per share, well above estimates of $0.21, although revenue of $7.197 billion missed estimates of $7.408 billion. Net income was $125 million ($0.38/share); excluding identified items, $163 million ($0.49/share). On May 1, the company completed the sale of select European olefins/polyolefins assets in Berre (France), Munchsmunster (Germany), Carrington (UK), and Tarragona (Spain) and the associated business and corporate functions to AEQUITA. Management expects Q2 to show significant sequential improvement across nearly all businesses, citing tighter supply from Middle East disruption and crude-linked pricing benefits in North America. Annual meeting set for May 22. This matters because the European divestiture removes structural drag and Q2 outlook signals petrochemical cycle turn.

LyondellBasell Reports First Quarter 2026 Earningslyondellbasell.comLyondellBasell Completes Sale of European Assetsglobenewswire.comLYB Q1 2026 Earnings Transcriptfool.com

LyondellBasell reported Q1 2026 net income of $125M ($0.38/share) and EBITDA of $615M (adjusted), beating earnings expectations while revenue declined year-over-year. The company significantly reduced its quarterly dividend to $0.69 per share and warned of lasting impacts from Middle East supply shocks. Wells Fargo lowered its price target to $80 from $87 on May 5, 2026, while Deutsche Bank raised its target to $80 from $75. Stock has risen 22.69% over the past month driven by capacity cuts and favorable market conditions, but 15 analysts average a Hold rating with a 12-month target of $72.07.

LyondellBasell reports first quarter 2026 earningslyondellbasell.comA Look At LyondellBasell (LYB) Valuation After Earnings Beatsimplywall.st

LyondellBasell reported Q1 2026 earnings of $0.49 per share, beating estimates of $0.21 by $0.28, with EBITDA of $615 million (excluding identified items). The company completed the sale of select European olefins and polyolefins assets to AEQUITA and benefits from steepened cost curves due to Middle East geopolitical tensions. Wells Fargo lowered its price target to $80 from $87 on May 5, while Deutsche Bank raised its target to $80 from $75 with a Hold rating. Stock has risen 22.69% over the past month.

LyondellBasell Q1 2026lyondellbasell.comLYB Q1 2026 Earningsquiverquant.comLYB CNBCcnbc.com

LyondellBasell reported Q1 2026 EPS of $0.49, beating estimates of $0.21 by $0.28, with EBITDA of $615M. Revenue of $7.197B missed estimates of $7.408B. The company completed the sale of select European olefins and polyolefins assets to AEQUITA on May 1, covering facilities in France, Germany, UK and Spain. LYB held $2.6B in cash and maintained $7.3B available liquidity at quarter-end. Q2 EBITDA is anticipated to reach $1.5B from favorable pricing trends and tighter supply dynamics. UBS raised price target from $79 to $82 while JPMorgan upped target from $50 to $75. Wells Fargo lowered target to $80 from $87 on May 5.

LyondellBasell Q1 2026 Earnings Resultslyondellbasell.comLyondellBasell European Asset Salelyondellbasell.comUBS Raises LYB Price Targettickerreport.com