Huntsman Corporation (HUN)

Huntsman's stock price has declined over the past year, with a 52-week range between $7.30 and $18.53. Key events impacting the stock include the Q3 2025 earnings report, which showed a diluted loss per share but beat analysts' estimates; a dividend cut of 65%; an increase in short interest of 35.0% in January 2026; and unusually large options volume on February 3, 2026.

Demand for Huntsman's products and services exhibits typical seasonality, particularly within its Performance Products business. The company anticipated a sequential decline in EBITDA for Q4 2024, primarily attributed to seasonality, along with some incremental demand weakness. The Polyurethanes segment has experienced demand growth, but its earnings leverage has not been fully realized.

Huntsman Corporation is a global manufacturer and marketer of differentiated and specialty chemicals, headquartered in The Woodlands, Texas. The company operates through three primary segments: Polyurethanes, which produces MDI products and related systems for various applications; Performance Products, which manufactures amines, maleic anhydride, and carbonates for industries including agrochemicals and construction; and Advanced Materials, which offers polymer formulations for sectors like aerospace and electronics.

Huntsman Corporation has a significant global presence, with manufacturing facilities, R&D centers, and sales offices in over 25 to 30 countries. As of the third quarter of 2025, the company's revenue distribution was 39% from the U.S. and Canada, 28% from Asia Pacific, and 26% from Europe.

Huntsman Corporation emphasizes its commitment to operational excellence, innovation, and sustainability. The company has been actively working towards its Horizon 2025 sustainability targets. Huntsman launched new polyurethane systems and developed the first liquid TPU for the footwear industry. Huntsman published its 2024 Sustainability Report, emphasizing safe, reliable, and sustainable operations as core to its culture. In response to market headwinds, Huntsman outlined a $100 million cost reduction program.

Huntsman Corporation has significant institutional ownership, with 602 institutional owners and shareholders holding approximately 84.8% of the shares. Major institutional owners include BlackRock, Inc., and Vanguard Group Inc. Peter R. Huntsman, the Chairman, President, and CEO, is also a significant individual owner.