LyondellBasell Industries (LYB)

• Market cap: $18.8B
• 1 day: -1.05%
• 5 days: 0.34%
• 1 month: -17.32%
• 3 months: -23.53%
• 6 months: -33.21%
• Year to date: -20.02%
• 1 year: -41.77%
• 5 years: 0.45%
• 10 years: -43.77%
• Sector: Materials
• Industry: Specialty Chemicals

About: LyondellBasell is a petrochemical producer with operations in the United States, Europe, and Asia. The company is the world's largest producer of polypropylene and also a major producer of polyethylene and propylene oxide. Its chemicals are used in various consumer and industrial end products. Well over half of LyondellBasell's production comes from its North American operations.

Employees: 20,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

41% more call options, than puts

Call options by funds: $423M | Put options by funds: $301M

1.2% more ownership

Funds ownership: 69.89% [Q3] → 71.09% (+1.2%) [Q4]

4% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 370

6% less funds holding

Funds holding: 1,017 [Q3] → 951 (-66) [Q4]

21% less capital invested

Capital invested by funds: $21.8B [Q3] → $17.2B (-$4.57B) [Q4]

26% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 173

60% less funds holding in top 10

Funds holding in top 10: 10 [Q3] → 4 (-6) [Q4]

Research analyst outlook

11 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $51 12% downside
• Avg. target: $66 13% upside
• High target: $85 46% upside

11 analyst ratings

• positive: 3 27%
• neutral: 6 55%
• negative: 2 18%

BMO Capital John McNulty 23% 1-year accuracy 10 / 44 met price target	12% upside $65	Market Perform Maintained	30 Apr 2025
RBC Capital Arun Viswanathan 13% 1-year accuracy 8 / 60 met price target	5% upside $61	Sector Perform Maintained	29 Apr 2025
Citigroup Patrick Cunningham 32% 1-year accuracy 11 / 34 met price target	0% downside $58	Neutral Maintained	29 Apr 2025
Goldman Sachs Duffy Fischer 43% 1-year accuracy 9 / 21 met price target	12% upside $65	Sell Maintained	28 Apr 2025
Fermium Research Frank Mitsch 50% 1-year accuracy 1 / 2 met price target	20% upside $70	Buy Upgraded	28 Apr 2025