Advansix, Inc. (ASIX)

Over the past six months, Advansix's stock has been impacted by several events, including Q1 and Q2 2025 earnings reports, an analyst upgrade from Piper Sandler, and the announcement of a second-quarter dividend. The company also announced the appointments of Dana O'Brien and Daryl Roberts to its Board of Directors. ASIX's stock price has shown volatility, with a 5% weekly volatility over the past year, but has not had significant price volatility in the past three months compared to the US market.

Demand seasonality for Advansix's products varies. Sales of ammonium sulfate fertilizers are subject to seasonality, leading the company to occasionally build up higher inventory balances. For the third quarter of 2025, the company anticipated typical North American ammonium sulfate seasonality. In contrast, sales of most of Advansix's other products generally experience minimal or no seasonality. The price of acetone, a significant chemical intermediate, is influenced by its own supply and demand dynamics.

Advansix, Inc. is a diversified chemistry company that operates in the Basic Materials sector, specifically in the Chemicals - Specialty and Major Chemicals industries. It innovates and delivers essential products across a wide array of end markets and applications. The company's major products include Nylon 6, Caprolactam, Ammonium Sulfate Fertilizers, and Chemical Intermediates. Advansix was spun off from Honeywell International Inc. in 2016.

Advansix, Inc. operates primarily within the United States, where it derives the majority of its revenue, but its business is also expanding internationally. The company has manufacturing facilities located in Chesterfield and Hopewell, Virginia, and Frankford and Pottsville, Pennsylvania. The Hopewell plant is one of the world's largest single-site producers of caprolactam.

In the past year, Advansix has demonstrated a strong commitment to sustainability and has received notable recognition. In 2023, the company earned its second consecutive Platinum Rating by EcoVadis, placing it in the top one percent of all assessed companies. Advansix was also recognized by the American Institute of Chemical Engineers (AIChE) for societal contributions and honored for its commitment to operational excellence, gender diversity in leadership, and championing an inclusive workforce. An environmental investigation by the U.S. Environmental Protection Agency (EPA) related to air emissions at the Hopewell plant, which began in May 2018, was concluded in May 2019.

The ownership structure of Advansix (ASIX) stock is a mix of institutional, retail, and individual investors. Institutional investors hold approximately 91.64% of the company's stock, with major holders including Blackrock Inc., Victory Capital Management Inc., The Vanguard Group, Inc., Dimensional Fund Advisors LP and State Street Corp. Insiders own about 5.80% of the stock, while retail investors hold approximately 2.55%. The largest individual Advansix shareholder is Erin N. Kane, who owns 545,447 shares, representing 2.03% of the company.