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: 8,424
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
75% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 7 (+3) [Q1 2025]
29% more capital invested
Capital invested by funds: $1.29B [Q4 2024] → $1.66B (+$374M) [Q1 2025]
11% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 38
4.57% more ownership
Funds ownership: 24.7% [Q4 2024] → 29.28% (+4.57%) [Q1 2025]
2% more call options, than puts
Call options by funds: $19.1M | Put options by funds: $18.7M
0% less funds holding
Funds holding: 238 [Q4 2024] → 237 (-1) [Q1 2025]
16% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 83
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$39
19%
upside
Avg. target
$43
31%
upside
High target
$45
37%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
JP Morgan Lucas Ferreira | 19%upside $39 | Neutral Maintained | 12 Jun 2025 |
Scotiabank Ben Isaacson | 37%upside $45 | Sector Outperform Maintained | 30 May 2025 |
BMO Capital Joel Jackson | 37%upside $45 | Outperform Maintained | 29 May 2025 |
Financial journalist opinion
Based on 4 articles about SQM published over the past 30 days
Positive
Seeking Alpha
2 days ago
Sociedad Química y Minera De Chile: From The Atacama Desert To The World's Electric Cars
Sociedad Química y Minera de Chile is a key lithium producer with unique Atacama assets, powering global EV and battery supply chains, and supplying essential agricultural inputs like iodine, and nitrates. The company trades at a discount: P/E drops from 15.5x to 6.9x by 2027, with projected EPS growth of +30%, +60%, and +90% over 3 years. Strong fundamentals with ROE twice the sector average, 13.5% net margin, and operating cash flow four times higher than peers, despite lithium price pressure.
Positive
The Motley Fool
1 week ago
Why Sociedad Quimica y Minera Stock Popped Today
Shares of Chilean lithium mining company Sociedad Quimica y Minera (SQM 5.08%) -- simply "SQM" to its friends -- jumped 4.9% through 12:10 p.m. ET this afternoon on positive news out of Europe.
Neutral
Seeking Alpha
2 weeks ago
Sociedad Química y Minera de Chile S.A. (SQM) Q1 2025 Earnings Call Transcript
Sociedad Química y Minera de Chile S.A. (NYSE:SQM ) Q1 2025 Results Conference Call May 28, 2025 12:00 PM ET Company Participants Isabel Bendeck - Investor Relations Officer Ricardo Ramos - CEO Gerardo Illanes - CFO Felipe Smith - Commercial Vice President of Lithium Chile Division Carlos Diaz - CEO of Lithium Chile Division Andres Fontannaz - Commercial Vice President of International Lithium Division Pablo Hernandez - Vice President of Strategy and Development of Lithium Chile Division Pablo Altimiras - CEO of Iodine and Plant Nutrition Division Juan Pablo Bellolio - Commercial Vice President of Ireland and Industrial Chemicals Conference Call Participants Ben Isaacson - Scotiabank Joel Jackson - BMO Capital Markets Corinne Blanchard - Deutsche Bank Alejandro Demichelis - Jefferies Julia Zaniolo - Bank of America Juraj Domic - LarrainVial Lucas Ferreira - JPMorgan Constanza Gonzalez - Quest Capital Operator Hello, everyone, and welcome to the SQM First Quarter 2025 Earnings Conference Call.
Neutral
GlobeNewsWire
2 weeks ago
SQM Reports Earnings for the Three Months Ended March 31, 2025
SANTIAGO, Chile, May 28, 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 three months ended March 31, 2025, of US$137.5 million or US$0.48 per share, compared to a loss1 of US$(869.5) million or US$(3.04) per share reported for the same period last year.
Positive
Seeking Alpha
1 month ago
Sociedad Química y Minera de Chile: Attractive Despite The Section 232 Investigation Threat
President Trump signed an executive order on April 15 to launch a Section 232 investigation into the national security threats posed by critical mineral imports. SQM benefits from low-cost lithium production and a diversified product mix, positioning it for long-term growth despite tariff uncertainties. Chile's strong trade relationship with the U.S. and potential friend-shoring strategies favor SQM amid Trump's aggressive trade policies.
Positive
Zacks Investment Research
2 months ago
SQM (SQM) Moves 12.3% Higher: Will This Strength Last?
SQM (SQM) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Positive
Reuters
2 months ago
Exclusive: Indian state firms seek stake in SQM's lithium projects in Australia, sources say
Four Indian state firms are in talks with Chilean miner SQM to acquire a 20% stake in its two lithium projects in Australia for $600 million, four sources said, in New Delhi's biggest effort to secure supplies of the key EV battery metal.
Positive
Seeking Alpha
3 months ago
Sociedad Química y Minera de Chile: This Is Why Lithium Will Fuel Growth
Sociedad Química y Minera de Chile is rated a Buy due to projected growth in the EV market, driving future lithium demand and revenue. Partnership with Codelco in 2031 is set to lower 20-25% of SQM's lithium revenue, which currently accounts for 43% of the company's profits. SQM is expanding lithium production, particularly in Chile, to meet rising demand, with diversified operations in Australia and China for stability.
Negative
Zacks Investment Research
3 months ago
Sociedad Quimica's Earnings Miss Estimates in Q4, Revenues Beat
SQM sees a 33% year-over-year decline in sales in the Lithium and Derivatives unit in Q4 as higher lithium sales volumes were more than offset by lower prices.
Neutral
Seeking Alpha
3 months ago
Sociedad QuÃmica y Minera de Chile S.A. (SQM) Q4 2024 Earnings Call Transcript
Sociedad QuÃmica y Minera de Chile S.A. (NYSE:SQM ) Q4 2024 Earnings Conference Call March 5, 2025 10:00 AM ET Company Participants Isabel Bendeck - Investor Relations Officer Gerardo Illanes - Vice President Services and Finance Carlos Díaz Ortiz - General Manager, Lithium Potassium Division Pablo Altimiras - General Manager, Nitrates Iodine Division Mark Fones - Vice President of Strategies and M&A Lithium Felipe Smith - Commercial Vice President of Lithium Juan Pablo Bellolio - Commercial Vice President of Iodine and Industrial Chemicals Pablo Hernandez - VP of Strategy and Development Conference Call Participants Ben Isaacson - Scotiabank Joel Jackson - BMO Capital Markets Rafael Barcellos - Bradesco BBI Corinne Blanchard - Deutsche Bank Andres Castanos-Mollor - Berenberg Juraj Domic - LarrainVial Operator Good day, and thank you for standing by.
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