Celanese Corporation (CE)

Celanese Corp.'s stock price has experienced fluctuations, declining significantly over the past six months. In February 2025, the stock price dropped following disappointing Q4 2024 results. In March 2025, Keybanc upgraded its outlook for Celanese from Sector Weight to Overweight. In May 2025, BMO Capital upgraded its outlook from Underperform to Market Perform, and Celanese announced its intent to divest its Micromax® portfolio. In June 2025, Wells Fargo upgraded its outlook from Equal-Weight to Overweight, and Celanese's CEO participated in a conference. In July 2025, Celanese declared a quarterly cash dividend.

Celanese Corporation's product demand is subject to seasonality, impacting its Acetyl Chain and Engineered Materials segments. The fourth quarter of 2024 was negatively affected by seasonality and destocking. The company anticipated that demand and pricing challenges would continue into the first quarter of 2025. Additional headwinds were expected in Q1 2025 due to seasonality in the acetate tow and medical implants businesses. The company has taken actions to mitigate the impact of challenging demand environments.

Celanese Corporation is a global technology and specialty materials company based in Irving, Texas, operating in the Materials sector. It produces acetyl chain products, engineered materials, and cellulose derivatives. The Acetyl Chain segment produces acetyl products and organic solvents. The Engineered Materials segment develops high-performance specialty polymers. Cellulose Derivatives are primarily used in cigarette filters. Celanese intends to divest its Micromax® portfolio of advanced electronic inks and pastes.

Celanese Corporation has a global presence with manufacturing in North America, Europe, and Asia. It operates a global network of commercial offices, technical centers, and over 50 owned and operated manufacturing facilities across 27 countries, along with strategic affiliate production facilities.

Celanese has focused on enhancing its brand reputation through sustainability initiatives and industry recognition. In October 2023, Celanese published its Sustainability Report and became a Signatory of the UN Global Compact. In November 2024, Henkel and Celanese announced a co-development to create adhesives using captured CO2 emissions. In March 2025, Celanese collaborated with Baumit to incorporate carbon capture in paint and plaster products. In June 2025, Celanese was recognized by DENSO with a North America Business Partner Award for the second consecutive year.

Celanese Corporation is a publicly traded company with a broad base of ownership, including individual investors and large institutional shareholders. As of July 2025, 1078 institutional owners and shareholders held a total of 155,862,512 shares. Major institutional owners include Dodge & Cox, BlackRock, Inc., and Vanguard Group Inc.