Celanese Corporation (CE)

Celanese Corp. stock has experienced a downward trend, decreasing by 4.36% in the past six months and 66.29% over the last year. In November 2024, the stock dropped roughly 25% after the company missed profit and sales forecasts, leading to cost-cutting measures, including a 95% temporary reduction in its quarterly dividend and temporary suspension of production. In August 2025, Celanese announced a new $1.75 billion senior unsecured revolving credit facility. In October 2025, Citi upgraded Celanese to Buy/High Risk, citing potential upside from cost relief and possible divestitures.

Demand for Celanese Corp.'s products and services is significantly influenced by broader economic cycles and the performance of its key end-markets rather than strict seasonal patterns. The company experienced "persistent demand weakness" in the third quarter of 2024 across sectors such as paints, coatings, construction, and faced rapid downturns in Western Hemisphere automotive and industrial segments. Expectations for a seasonal recovery in the North American commodity chemicals sector had not materialized, indicating vulnerability to continued pricing pressure when demand is soft.

Celanese Corporation is a global technology and specialty materials company, a leader in chemistry, operating within the Materials sector and the Chemicals industry. Its products include advanced engineered materials, food ingredients, intermediate chemistry, ethylene-vinyl acetate, and emulsion polymers. The Engineered Materials segment includes high-performance polymers used in automotive, electronics, medical, and industrial applications. The Acetyl Chain segment focuses on acetyl intermediates and derivatives used in paints, coatings, adhesives, and textiles. Celanese is the world's leading producer of acetic acid and vinyl acetate monomer (VAM).

Celanese Corporation is headquartered in Irving, Texas, USA, and maintains a significant global presence. Its operational footprint extends across North America, Europe, and Asia, with commercial offices, technical centers, and over 50 owned and operated manufacturing facilities in more than 30 countries.

Celanese has focused on reinforcing its brand reputation through innovation, operational excellence, and a commitment to sustainability. The company emphasizes responsible management of materials, growth in sustainable product portfolios, and making a positive impact in communities. Celanese unveiled new digital services and advanced materials at the K Show in October 2025, including an AI-powered Chemille® Digital Assistant. The company has faced challenges related to "demand weakness" impacting financial performance.

Celanese Corporation's ownership is distributed among institutional investors, insiders, and individual shareholders. Major institutional owners include Dodge & Cox, BlackRock Inc., and Vanguard Group Inc. Institutional shareholders collectively hold a significant portion of the company's stock, ranging from approximately 43.07% to 107.57%. Celanese insiders hold between 0.28% and 21.71% of the stock, with Adage Capital Partners GP LLC owning 12.41% of the company's shares. Retail investors hold up to 33.39% of the stock.