Albemarle Corporation (ALB)

In the past six months, Albemarle's stock has been influenced by several events. The company reported better-than-expected second-quarter 2025 results, but quarterly revenue was down year-over-year. Albemarle announced quarterly common stock dividends. An enhanced organizational structure was announced in August 2025. The stock experienced an increase after DBS Bank raised its price target. Other analyst actions included reissued ratings and increased price objectives. Lithium market sentiment has also influenced ALB's stock. Albemarle is focusing on cost reduction programs and capital discipline. The company announced a definitive agreement to sell a controlling stake in Ketjen's refining catalyst solutions business.

There is no explicit information indicating significant demand seasonality for Albemarle's specific products and services. The demand for lithium is expected to grow significantly through 2030, driven by electric vehicles, data centers, and energy storage. Bromine sales in Asia are also expected to see long-term growth due to underlying consumer demand. The cyclical nature of commodity prices, particularly for lithium, can lead to volatility in revenue and earnings.

Albemarle Corporation is a global specialty chemicals company based in Charlotte, North Carolina, operating in the Industrials sector. Its core business is divided into three segments: Energy Storage, Specialties, and Ketjen. The Energy Storage segment focuses on lithium compounds for rechargeable batteries. The Specialties segment produces bromine and bromine-based derivatives for various industries. The Ketjen segment offers catalyst solutions for petroleum refining, and Albemarle intends to sell a controlling stake in its refining catalyst solutions business.

Albemarle has a global presence with offices and operations in 34 locations across five continents. Its lithium operations are supported by resource bases in Chile, the United States, and Australia. Bromine operations are primarily in the United States and the Middle East. Production plants for flame retardant chemicals are located in the United States, China, the Netherlands, Belgium, Germany, France, Austria, and the United Kingdom. Regional sales and administration offices are present in locations such as Beijing, China.

Albemarle's brand reputation has been influenced by its ongoing operations and a notable past event. The company emphasizes its commitment to sustainability. However, a significant event impacting its reputation was the September 2023 settlement of Foreign Corrupt Practices Act (FCPA) violations.

Albemarle Corporation's stock ownership is a mix of institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock. Major institutional shareholders include Vanguard Group Inc., Capital World Investors, BlackRock, Inc., State Street Corp, and Franklin Resources Inc. Insider ownership stands at approximately 0.36% of the stock. William M. Gottwald is the largest individual Albemarle shareholder. Retail investors hold approximately 35.90% of the stock.