Olin
About: Olin Corp manufactures and sells a variety of chemicals and chemical-based products. The company organizes itself into three segments based on the product type. The Chlor alkali products and Vinyls segment, which generates the majority of revenue, sells chlorine and caustic soda, which are used in a variety of industries including cosmetics, textiles, crop protection, and fire protection products. The Epoxy segment sells epoxy resins used in paints and coatings. The Winchester segment sells sporting ammunition and ammunition accessories under the Winchester brand. The majority of revenue comes from the United States.
Employees: 7,676
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
52% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 99
36% more call options, than puts
Call options by funds: $13.3M | Put options by funds: $9.76M
0% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]
3.26% less ownership
Funds ownership: 89.08% [Q4 2024] → 85.82% (-3.26%) [Q1 2025]
7% less funds holding
Funds holding: 378 [Q4 2024] → 350 (-28) [Q1 2025]
29% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 72
32% less capital invested
Capital invested by funds: $3.51B [Q4 2024] → $2.4B (-$1.11B) [Q1 2025]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$20
2%
downside
Avg. target
$25
21%
upside
High target
$34
67%
upside
11 analyst ratings
2 positive
18%
8 neutral
73%
1 negative
9%
Barclays Michael Leithead | 18%upside $24 | Equal-Weight Maintained | 28 May 2025 |
Morgan Stanley Angel Castillo | 2%downside $20 | Underweight Maintained | 12 May 2025 |
Goldman Sachs Duffy Fischer | 23%upside $25 | Neutral Maintained | 6 May 2025 |
JP Morgan Jeffrey Zekauskas | 2%downside $20 | Neutral Maintained | 6 May 2025 |
Wells Fargo Michael Sison | 8%upside $22 | Equal-Weight Maintained | 6 May 2025 |
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
Olin Is A Bargain With Improved Guidance And New Cost Savings Announced
Olin's cost savings, improved military sales outlook, and recent share repurchases signal undervaluation at $19-$20 per share versus intrinsic value. Debt refinancing, cash acquisitions, and reduced restructuring costs demonstrate strong financial management and confidence in future free cash flow growth. My DCF model, based on $895M-$959M FCF and 8.1% WACC, implies a fair value of $35 per share—substantial upside potential.
Positive
Zacks Investment Research
1 month ago
Olin Corporation's Q1 Earnings Beat Estimates, Revenues Up Y/Y
OLN sees continued ECU value stability and favorable pricing trends in the first quarter.
Negative
Seeking Alpha
1 month ago
Olin: Despite Weak Results, Valuation Is Attractive (Downgrade)
Olin Corp shares have plummeted due to oversupply, weak Chinese demand, and tariffs, but I advise against selling at this low point. Despite weak markets, Olin is cutting costs and cap-ex, maintaining its dividend, and has no debt maturing until 2029. Q1 results showed mixed performance with stable Chlor Alkali but struggling Epoxy and Winchester units; Q2 EBITDA guidance is $170-$210 million.
Neutral
Seeking Alpha
1 month ago
Olin Corporation (OLN) Q1 2025 Earnings Call Transcript
Olin Corporation (NYSE:OLN ) Q1 2025 Earnings Conference Call May 2, 2025 9:00 AM ET Company Participants Steve Keenan - Director of IR Ken Lane - President and CEO Todd Slater - CFO Conference Call Participants Patrick Cunningham - Citi Aleksey Yefremov - KeyBanc Hassan Ahmed - Alembic Global David Begleiter - Deutsche Bank Josh Spector - UBS Steve Byrne - Bank of America Arun Viswanathan - RBC Capital Markets Kevin McCarthy - Vertical Research Partners Frank Mitsch - Fermium Research Pete Osterland - Truist Vincent Andrews - Morgan Stanley John Roberts - Mizuho Matthew Blair - TPH Mike Sison - Wells Fargo Jeff Zekauskas - JPMorgan Operator Good morning, and welcome to the Olin Corporation's First Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.
Neutral
Zacks Investment Research
1 month ago
Olin (OLN) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Olin (OLN) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 month ago
Olin (OLN) Tops Q1 Earnings Estimates
Olin (OLN) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of a loss of $0.10 per share. This compares to earnings of $0.40 per share a year ago.
Neutral
PRNewsWire
1 month ago
Olin Announces First Quarter 2025 Results
Highlights First quarter 2025 net income of $1.4 million, or $0.01 per diluted share Quarterly adjusted EBITDA of $185.6 million CLAYTON, Mo. , May 1, 2025 /PRNewswire/ -- Olin Corporation (NYSE: OLN) announced financial results for the first quarter ended March 31, 2025.
Negative
Zacks Investment Research
1 month ago
Analysts Estimate Olin (OLN) to Report a Decline in Earnings: What to Look Out for
Olin (OLN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Zacks Investment Research
1 month ago
Olin Closes Small Caliber Ammunition Manufacturing Assets Buyout
OLN completes acquiring AMMO's assets, including the newly constructed 185,000 square foot production facility located in Manitowoc, WI.
Neutral
PRNewsWire
1 month ago
Olin - Winchester Completes Acquisition of Small Caliber Ammunition Manufacturing Assets
CLAYTON, Mo. , April 18, 2025 /PRNewswire/ -- Olin Corporation (NYSE: OLN) announced today that it has completed the previously announced acquisition of the small caliber ammunition assets of AMMO, Inc. The assets, employees and ammunition business are now part of Olin's Winchester Ammunition business, including the brass shellcase capabilities and a newly constructed, world-class, 185,000 square foot production facility located in Manitowoc, Wisconsin.
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