Huntsman Corporation (HUN)

Huntsman Corp.'s stock price has been impacted by several events over the past six months. The company's share price declined by 22.53% between March 2025 and March 2026. Recent quarterly results have shown revenue below expectations and a decline compared to previous periods, alongside negative earnings per share. J.P. Morgan downgraded Huntsman from Overweight to Neutral in February 2026, leading to a 4.2% drop in the stock price. The company has announced strategic initiatives to reduce costs, including headcount reductions and facility closures, with $45 million in savings anticipated for 2026. In March 2026, Huntsman expanded its Performance Products manufacturing facility in Petfurdo, Hungary.

Demand for Huntsman Corp.'s products and services exhibits seasonality, particularly influenced by broader manufacturing trends and regional demand patterns. The textile effects segment experiences regional demand variability and seasonal trends. In 2025, the typical seasonal increase in construction demand during the second quarter was muted. Low visibility and customer uncertainty regarding demand trends also pressured order patterns in key markets. Historically, July has been the strongest month for Huntsman Corporation Common Stock, while June tends to be the weakest month.

Huntsman Corporation is an American multinational manufacturer and marketer of differentiated organic chemical products, operating primarily within the specialty chemicals sector. The company's business is structured around three main segments: Polyurethanes, Performance Products, and Advanced Materials. Its major products include MDI, polyols, and TPU for applications in construction, automotive, aerospace, and consumer products. Specialty amines, maleic anhydride, and surfactants serve diverse consumer and industrial end markets. Technologically advanced polymers are used in aerospace, automotive, electronics, wind power generation, medical appliances, and food and beverage packaging. Chemical solutions and dyes are provided for the fabric and apparel industries.

Huntsman Corporation has a significant global operational footprint, with manufacturing facilities and research and development operations in approximately 25 countries. Its presence spans North America, Europe, Asia-Pacific, Latin America, and the Middle East. The company serves over 9,000 customers in more than 90 countries.

Huntsman Corporation has emphasized its commitment to product innovation and sustainability. The company highlights its efforts in developing innovative solutions for society, such as battery materials for electric vehicles and liquid TPU for the footwear industry. Huntsman also publishes sustainability reports and participates in initiatives like the United Nations Global Compact. The reported financial challenges, including revenue declines and negative earnings, could implicitly influence public perception.

Huntsman Corporation's ownership is predominantly institutional, typically exceeding 80%. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc., Aqr Capital Management Llc, Charles Schwab Investment Management Inc, Invesco Ltd., Dimensional Fund Advisors Lp, Soros Fund Management Llc, Pzena Investment Management Llc, Morgan Stanley and UBS Group AG. Peter R. Huntsman, who serves as the Chairman, President, and CEO, also holds a meaningful minority stake in the company.