Chemours Co. (CC)

In the past six months, Chemours' stock has been influenced by several events, including the announcement of its fourth-quarter 2025 financial results expected on February 19, 2026. Analysts hold a "Buy" consensus rating with an average price target of $17.33 as of February 7, 2026. In January 2026, Chemours signed agreements to sell land in Taiwan for approximately $360 million for debt reduction. In August 2025, Samsung Electronics qualified Chemours' Opteon two-phase immersion cooling fluid. The most recent quarterly dividend payment of $0.0875 per share was made on December 15, 2025. Chemours missed earnings expectations in the third quarter of 2025, reporting 20 cents per share against forecasts of 27 cents, and has faced challenges with weak end-market demand and margin compression.

Demand for Chemours' products exhibits seasonality, particularly within its Thermal & Specialized Solutions segment, with higher demand for refrigerants in the first half of the year. Mobile air conditioning demand is also slightly higher in the first half of the year. Fluoropolymers within the Advanced Performance Materials segment do not experience significant seasonality. The company has noted sluggish demand in Europe and Asia and weak end-market demand in its Titanium Technologies and Advanced Performance Materials segments.

The Chemours Co. is a global chemistry company that was established in July 2015 as a spin-off from DuPont and is headquartered in Wilmington, Delaware. The company operates within the chemicals sector, focusing on industrial and specialty chemicals. Its business is structured around three primary segments: Titanium Technologies, Thermal & Specialized Solutions, and Advanced Performance Materials. Titanium Technologies produces Ti-Pure™ titanium dioxide (TiO2) pigment used in coatings, plastics, and papers. Thermal & Specialized Solutions offers refrigerants, thermal management solutions, and specialty solvents under brands like Opteon™ and Freon™. Advanced Performance Materials manufactures high-performance polymers and fluoropolymers, including Teflon™ and Krytox™, for industries such as semiconductors and automotive.

The Chemours Co. has a significant global presence, with 29 major production facilities across nine countries and products marketed in approximately 120 countries to about 2,900 customers. The company derives a majority of its revenue from North America. Its global operations include offices and production facilities in regions such as Europe, Asia-Pacific, and Latin America.

The Chemours Co.'s brand reputation has been significantly impacted by ongoing environmental liabilities related to PFAS. In June 2023, Chemours, along with DuPont and Corteva, settled claims for $1.19 billion for contaminating U.S. public water systems. In September 2023, a court in the Netherlands found Chemours liable for pollution from its Teflon-producing plant in Dordrecht. These legal and environmental issues continue to be a factor in the company's market positioning and financial performance.

The ownership structure of Chemours is primarily composed of institutional investors, who hold approximately 59.91% of the company's stock. Individual investors and public companies own about 39.39% of the stock, while insiders hold approximately 0.70%.