Sociedad Química y Minera de Chile
About: Sociedad Quimica y Minera de Chile is a Chilean commodities producer with significant operations in lithium (primarily used in batteries for electric vehicles and energy storage systems), specialty and standard potassium fertilizers, iodine (primarily used in X-ray contrast media), and solar salts. The company extracts these materials through its high-quality salt brine deposits and caliche ore. SQM also sells lithium concentrate from a joint venture hard rock lithium project in Australia and expanding its lithium refining assets in China.
Employees: 7,949
0
Funds holding %
of 7,429 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
11% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 38
7% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 75
0.67% less ownership
Funds ownership: 29.27% [Q1] → 28.6% (-0.67%) [Q2]
1% less funds holding
Funds holding: 236 [Q1] → 234 (-2) [Q2]
14% less capital invested
Capital invested by funds: $1.66B [Q1] → $1.43B (-$236M) [Q2]
43% less funds holding in top 10
Funds holding in top 10: 7 [Q1] → 4 (-3) [Q2]
49% less call options, than puts
Call options by funds: $5.91M | Put options by funds: $11.6M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$41
12%
downside
Avg. target
$47
1%
upside
High target
$55
18%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
BMO Capital Joel Jackson | 18%upside $55 | Outperform Maintained | 21 Aug 2025 |
JP Morgan Lucas Ferreira | 12%downside $41 | Neutral Maintained | 28 Jul 2025 |
Scotiabank Ben Isaacson | 4%downside $45 | Sector Outperform Maintained | 30 May 2025 |
Financial journalist opinion
Based on 9 articles about SQM published over the past 30 days
Positive
Seeking Alpha
4 days ago
Sociedad Quimica Y Minera De Chile: A Cyclical Play On Lithium With Long-Term Upside
I maintain my buy rating on Sociedad Quimica Y Minera De Chile, emphasizing its financial resilience and strategic position despite ongoing lithium market pressures and margin compression. Sociedad Quimica Y Minera De Chile's valuation is fair—not undervalued, but not overpriced—supported by superior profitability metrics and operational efficiency versus peers. Short-term risks include weak lithium prices, regulatory uncertainty in Chile, and increased global competition, making 2025 a transitional year.
Neutral
Seeking Alpha
5 days ago
Sociedad Química y Minera de Chile S.A. (SQM) Q2 2025 Earnings Call Transcript
Sociedad Química y Minera de Chile S.A. (NYSE:SQM ) Q2 2025 Earnings Conference Call August 20, 2025 12:00 PM ET Company Participants Carlos Diaz Ortiz - Chief Executive Officer of the SQM Lithium Chile Division Felipe Smith - Commercial Manager of Iodine Lithium & Industrial Chemicals Gerardo Illanes G.
Neutral
GlobeNewsWire
6 days ago
SQM Reports Earnings for the Six Months Ended June 30, 2025
SANTIAGO, Chile, Aug. 20, 2025 (GLOBE NEWSWIRE) -- Sociedad Química y Minera de Chile S.A. (SQM) (NYSE: SQM; Santiago Stock Exchange: SQM-B, SQM-A) reported today net income for the six months ended June 30, 2025, of US$226.0 million or US$0.79 per share, compared to a loss1 of US$(655.9) million or US$(2.30) per share reported for the same period last year.
Positive
MarketBeat
1 week ago
Chinese Lithium Production Halt Means Upside for These 3 Stocks
Lithium is poised to become a red-hot commodity in the basic materials sector, driven by a couple of key macro tailwinds. First and foremost, the new data center buildout across the United States will require a decent amount of lithium to be used in the supercomputers that will train tomorrow's leading artificial intelligence models.
Positive
Invezz
2 weeks ago
North American Lithium producers rally as Chinese mine closure lifts price outlook
Shares of North American lithium producers surged on Monday after news that a major Chinese lithium mine would halt operations, a move investors believe could ease a global supply glut and support a rebound in prices for the battery metal.
Positive
Investopedia
2 weeks ago
Lithium Prices and Stocks Soar as Chinese Firm Suspends Major Mine's Operations
Shares of Albemarle (ALB) and other lithium producers took off on reports big Chinese battery maker Contemporary Amperex Technology Co., or CATL, said it was suspending production at one of the largest mines in the world.
Positive
Schwab Network
2 weeks ago
Lithium Miners Rally, C3 AI (AI) Down 30%, ELF Upgrade
China continues to dominate trading headlines, this time with Chinese lithium producers halting production of the metal. As Sam Vadas notes, it still chiseled out rallies for stocks tied to lithium production.
Neutral
Proactive Investors
2 weeks ago
China's lithium clampdown sparks global shake-up
In the world of electric vehicles and clean energy, lithium is the new oil. The metal powering batteries that run everything from smartphones to Tesla's Model 3 is suddenly back in the spotlight.
Positive
Market Watch
2 weeks ago
These lithium stocks are surging as a mine in China goes offline. Can the rally continue?
The supply of metal used for electric vehicles and computer batteries has been growing, but stocks of lithium companies are rallying as another mine shuts down.
Positive
Seeking Alpha
1 month ago
Sociedad Química y Minera de Chile: A De-Risked Giant For The Coming Lithium Bull Market
Compelling data from high-cost producers in China and Australia indicate that supply-side capitulation is underway, forming a classic bottoming signal for lithium prices. SQM recently finalized a landmark partnership with state-owned Codelco, eliminating the company's greatest long-term risk and extending its operational runway in Salar de Atacama. Despite this fundamental de-risking, I believe the market is still mispricing SQM, failing to account for its transformation from a high-risk asset into a blue-chip lithium leader.
Charts implemented using Lightweight Charts™