LSB IndustriesLXU
About: LSB Industries Inc is engaged in the manufacturing and sale of chemical products in the United States. The company manufactures and sells chemical products for the agricultural and industrial sectors. Its products include ammonia, fertilizer grade ammonium nitrate (AN and HDAN), and urea ammonia nitrate (UAN) for agricultural applications; high purity and commercial grade ammonia, sulfuric acids, concentrated, blended, and regular nitric acid, mixed nitrating acids, carbon dioxide, and diesel exhaust fluid for industrial applications; and industrial grade AN (LDAN) and AN solutions for mining applications. Its products are sold through distributors and directly to end customers throughout the United States and other parts of North America.
Employees: 586
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
4,829% more call options, than puts
Call options by funds: $8.13M | Put options by funds: $165K
23% more capital invested
Capital invested by funds: $250M [Q1] → $308M (+$57.8M) [Q2]
18% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 38
2.09% more ownership
Funds ownership: 52.88% [Q1] → 54.97% (+2.09%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
7% less funds holding
Funds holding: 134 [Q1] → 124 (-10) [Q2]
28% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 29
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
UBS Joshua Spector | 11%upside $9.25 | Neutral Downgraded | 23 Jul 2025 |
Financial journalist opinion
Based on 5 articles about LXU published over the past 30 days
