Cabot Corporation (CBT)

Over the past six months, Cabot Corp.'s stock experienced fluctuations, with a price of $67.05 on January 2, 2026, down from $88.73 on January 6, 2025. Key events include the launch of LITX® 95F conductive carbon in July 2025, an agreement to acquire Bridgestone's reinforcing carbons plant in Mexico in August 2025, the release of fourth-quarter fiscal 2025 earnings in November 2025, and an upgrade to "Strong-Buy" by UBS Group on January 10, 2026. UBS lowered its price target to $74 from $75, while Jefferies raised its price target to $81 from $79. Cabot also announced its first-quarter fiscal 2026 results would be released on February 4, 2026, and signed a multi-year supply agreement with PowerCo SE.

Demand for Cabot Corp.'s products is influenced by end-market dynamics rather than strict seasonality. Reinforcement Materials demand is driven by tire and industrial rubber production, carbon black capacity utilization, and supply chain inventory levels. Performance Chemicals demand is influenced by construction, automotive (including EV batteries), electronics, inkjet printing, and consumer products. Recent trends indicate that macroeconomic weakness and destocking cycles can impact demand.

Cabot Corporation is a global leader in specialty chemicals and performance materials, focusing on highly engineered carbon-based products. The company operates through two segments: Reinforcement Materials, producing reinforcing carbon products and engineered elastomer composites for tires and industrial applications, and Performance Chemicals, offering specialty carbons, compounds, additives, fumed metal oxides, battery materials, inkjet colorants, activated carbon, masterbatches, and aerogel for various sectors including automotive, construction, electronics, and energy.

Cabot Corporation has a global presence with manufacturing, R&D, and sales facilities in the Americas, Europe, the Middle East and Africa, and the Asia-Pacific region. The company's headquarters are in Boston, Massachusetts, and it generates the most revenue from EMEA, followed by the Americas and Asia Pacific.

Cabot Corporation has maintained a strong brand reputation, particularly in sustainability and safety. In May 2024, Cabot achieved a platinum rating from EcoVadis for the fourth consecutive year. In July 2024, the ICBA recognized 19 of Cabot's 20 carbon black manufacturing sites for outstanding safety performance. In January 2026, Cabot announced improved 2025 environmental ratings from CDP, receiving an A- for Water Security and a B for Climate Change.

Cabot Corporation's ownership is predominantly institutional, with institutional investors holding approximately 50.27% to 98.06% of the stock, retail investors holding around 16.09%, and insiders holding about 1.71%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Wellington Management Group Llp, Earnest Partners Llc, Fuller & Thaler Asset Management, Inc., State Street Corp, and American Century Companies Inc.