LyondellBasell Industries NV (LYB)

Over the past six months, LyondellBasell's stock price has declined. The share price as of February 5, 2026, was $53.88, representing a 30.70% decrease from February 6, 2025. The company's shares fell following its Q4 2025 earnings report, which reflected challenging chemical market conditions. Analyst ratings for LYB in late 2025 and early 2026 generally leaned towards "Reduce" or "Hold," with several price target cuts.

Demand for LyondellBasell's products and services exhibits seasonality. Improving seasonal demand can drive sequential improvements in profitability. Seasonally lower demand has impacted profitability and volumes, particularly in the fourth quarter. Oxyfuel profitability is also subject to seasonal trends, with typical margin improvements expected towards the end of the first quarter.

LyondellBasell Industries N.V. is a multinational chemical company specializing in chemical and polymer products. It is the largest licensor of polyethylene and polypropylene technologies. Its products are integral to industries such as packaging, automotive, agriculture, healthcare, and construction.

LyondellBasell has a global geographic footprint, with operations and revenue generation spanning numerous countries including the United States, Germany, Mexico, Italy, Poland, France, Japan, and China. The United States accounts for a substantial portion of its revenue, followed by non-reportable geographical components, Germany, and China.

LyondellBasell has maintained a strong brand reputation, particularly in safety and sustainability. The company achieved exceptional safety performance in 2025, with its total recordable incident rate reaching a historic low. LyondellBasell is also committed to sustainability and circular economy principles, focusing on developing eco-friendly resins and advancing recycling technologies.

LyondellBasell Industries N.V. is primarily controlled by institutional money managers and a major private equity-style firm, with institutional investors holding a significant portion of the company's stock. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Dodge & Cox, and State Street Corp. Access Industries, Inc. is noted as the largest single shareholder.