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 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
354% more call options, than puts
Call options by funds: $980K | Put options by funds: $216K
24% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 38
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
2.34% less ownership
Funds ownership: 54.26% [Q3] → 51.92% (-2.34%) [Q4]
3% less funds holding
Funds holding: 130 [Q3] → 126 (-4) [Q4]
7% less capital invested
Capital invested by funds: $305M [Q3] → $283M (-$22.7M) [Q4]
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Piper Sandler Charles Neivert 33% 1-year accuracy 13 / 39 met price target | 59%upside $11 | Overweight Upgraded | 13 Jan 2025 |
Financial journalist opinion
Based on 4 articles about LXU published over the past 30 days
