Morgan Stanley Adjusts Ashland Inc. (ASH) Model Following Fiscal Q1 Results
Morgan Stanley has adjusted its model for Ashland Inc. (ASH) after the company's fiscal first-quarter results, increasing its price target to $63 from $60. This adjustment came despite a minor decrease in FY26 EBITDA predictions, due to stronger peer valuations. Additionally, Ashland Inc. received U.S. EPA approval for its agrimer eco-coat polymer seed coating, marking a significant step in the global commercialization of its sustainable crop-care products.
Ashland EPA Green Light Puts Agrimer Eco-Coat In Crop Care Focus
Ashland (NYSE:ASH) has received U.S. EPA approval for its Agrimer Eco-Coat polymer seed coating, expanding its presence in eco-focused crop care solutions for global agricultural markets. This approval supports Ashland's 2026 sales outlook and diversifies its revenue mix, aligning with the growing demand for sustainable agricultural inputs. Investors will be watching the commercial adoption and integration of this product into Ashland's broader portfolio, as it presents both opportunities and potential challenges in a competitive market.
EPA Approves Ashland Petition for Agrimer Seed Coating Under FIFRA
The U.S. Environmental Protection Agency (EPA) has approved Ashland Inc.'s petition under the Federal Insecticide, Fungicide, and Rodenticide Act (FIFRA) for its agrimer eco-coat polymer seed coating. This approval allows the product to be used in food and non-food pesticide formulations as it is exempt from tolerance requirements, meaning residues do not require a maximum legal limit on food. The biodegradable and microplastic-free seed coating, based on Ashland’s Transformed Vegetable Oils technology, is now available for use by U.S. growers for various crops, having previously been approved in other regions.
Is Ashland’s Q1 Results, Buybacks And New Partnership Altering The Investment Case For Ashland (ASH)?
Ashland Inc. recently reported slightly lower Q1 2026 sales but a significantly reduced net loss, along with completing a substantial share repurchase program. The company also announced a new distribution partnership in EMEA and reaffirmed its full-year sales guidance, signaling confidence in its shift towards high-value specialty ingredients. Investors are encouraged to consider the company's path to sustainable profitability and margin improvement in a challenging market.
Thrivent Financial for Lutherans Purchases 38,320 Shares of Ashland Inc. $ASH
Thrivent Financial for Lutherans significantly increased its stake in Ashland Inc. (ASH) during the third quarter, boosting its holdings by 250.2% to 53,638 shares valued at $2.57 million. Several other institutional investors also adjusted their positions in the basic materials company. Ashland recently announced a quarterly dividend of $0.415 per share and reported earnings that beat analyst estimates, despite a slight revenue decline.
ASH's Agrimer Eco-Coat Gets EPA Approval for Pesticide Use in the US
Ashland Inc. (ASH) has received EPA approval for its Agrimer Eco-Coat polymer seed coating for pesticide use in the U.S., expanding its marketability for food and non-food pesticide formulations. This approval, based on the company's patented Transformed Vegetable Oils (TVO) technology, is a significant step towards global commercialization and supports sustainability in agriculture. The article also highlights Ashland's focus on innovation and mentions other top-ranked stocks in the Basic Materials space.
Ashland agrimer™ eco-coat polymer seed coating from the
Ashland's agrimer™ eco-coat polymer seed coating, derived from its Transformed Vegetable Oils (TVO) technology, has received approval for all food and non-food uses in pesticide formulations in the U.S. This approval, granted by the U.S. Environmental Protection Agency (EPA) under FIFRA, allows its sale and use in the U.S. and builds on previous approvals in other regions. The nature-based, microplastic-free polymer offers a sustainable and effective solution for seed treatment across various agricultural markets.
EPA approves Ashland’s eco-friendly seed coating for food crops
The U.S. Environmental Protection Agency (EPA) has approved Ashland Inc.'s agrimer eco-coat polymer seed coating for use on food and non-food crops, expanding its market reach beyond Latin America and Europe. This eco-friendly, microplastic-free, and biodegradable polymer is based on Ashland's patented Transformed Vegetable Oils technology. Ashland, a specialty chemicals company with a market cap of $2.94 billion, has seen its stock climb over 25% in the past six months and maintains a strong financial position, continuing dividend payments for 56 consecutive years.
EPA approves Ashland’s eco-friendly seed coating for food crops By Investing.com
The U.S. Environmental Protection Agency (EPA) has approved Ashland Inc.'s agrimer eco-coat polymer seed coating for use in food and non-food pesticide formulations, granting it a Food Use Tolerance Exemption. This eco-friendly, biodegradable, and microplastic-free seed coating expands Ashland's market reach beyond Latin America and Europe. Ashland, a specialty chemicals company with a market cap of $2.94 billion, has seen its stock climb over 25% in the past six months and maintains a strong financial position.
EPA approves Ashland’s eco-friendly seed coating for food crops By Investing.com
The U.S. Environmental Protection Agency (EPA) has approved Ashland Inc.'s agrimer eco-coat polymer seed coating for use in food and non-food pesticide formulations. This eco-friendly, microplastic-free, and biodegradable seed coating expands Ashland's market reach beyond Latin America and Europe. The company, which has seen its stock climb over 25% recently, maintains a strong financial position and is expected to return to profitability this year.
Ashland Receives EPA Approval for Agrimer™ Eco-Coat Polymer Seed Coating under FIFRA Regulations
Ashland has received U.S. EPA approval for its agrimer™ eco-coat polymer seed coating under FIFRA regulations, enabling its use in food and non-food pesticide formulations. This biodegradable, microplastic-free product, based on Transformed Vegetable Oils (TVO) technology, aims to enhance sustainable agriculture and opens new collaboration opportunities with U.S. customers. The approval expands the market for this innovative seed coating, which is already available in Latin America and Europe.
Ashland's new seed coating cleared for U.S. pesticide use
Ashland Inc. (NYSE: ASH) announced that its agrimer™ eco-coat polymer seed coating, derived from its Transformed Vegetable Oils (TVO) platform, has received U.S. EPA approval. This regulatory clearance, under 40 CFR 180.960, allows its use in all food and non-food pesticide formulations in the U.S., enabling sales, testing, and trials, complementing existing international approvals. The company highlights that this innovative, nature-based, and microplastic-free solution aims to balance functionality, sustainability, and stewardship in agriculture.
Ashland agrimer™ eco-coat polymer seed coating from the Transformed Vegetable Oils (TVO) platform receives approval for all food and non-food uses in pesticide formulations including for sale in the U.S.
Ashland's agrimer™ eco-coat polymer seed coating, based on Transformed Vegetable Oils (TVO) technology, has received U.S. EPA approval under FIFRA for all food and non-food uses in pesticide formulations. This approval allows U.S. growers to utilize the nature-based, microplastic-free seed coating, which is already approved in other regions. The company highlights that this advancement supports regulatory compliance and offers a sustainable, high-performance solution for agriculture.
Diamond Hill Capital Management Inc. Lowers Holdings in Ashland Inc. $ASH
Diamond Hill Capital Management Inc. reduced its stake in Ashland Inc. (NYSE:ASH) by 2.8% in the third quarter of 2026, selling 41,879 shares and retaining 1,455,143 shares valued at $69.7 million. Despite mixed analyst ratings, with BMO Capital Markets and Argus raising price targets, Ashland beat EPS estimates with $0.26 but missed revenue estimates with $386 million. The company announced a quarterly dividend of $0.415 per share.
Ashland Narrows 2026 Outlook After Calvert City Delay, Weather Hit Results
Ashland Inc. (NYSE: ASH) reported a first-quarter fiscal 2026 net loss and reduced its full-year earnings forecast due to operational disruptions like a Calvert City delay and weak demand in industrial markets, despite strength in its Life Sciences and Personal Care divisions. The company's sales decreased by 5% to $386 million, with Adjusted EBITDA falling 5% to $58 million. Consequently, Ashland narrowed its full-year fiscal 2026 Adjusted EBITDA guidance to $400 million to $420 million, attributing the change to temporary impacts from the Calvert City startup delay and recent weather events.
Ashland (NYSE:ASH) Is Paying Out A Dividend Of $0.415
Ashland Inc. (NYSE:ASH) has declared a dividend of $0.415 per share, resulting in a 2.6% dividend yield. While the company is not currently profitable, its dividend payments are well-covered by free cash flow, and analysts anticipate a significant rise in earnings per share next year. Despite this, the dividend's growth potential is considered shaky due to past cuts and a decline in EPS over the last five years, making it potentially unreliable for income investors.
Univar Solutions, Ashland partner to expand cellulose ether access across EMEA food and beverage markets
Univar Solutions B.V. has partnered with Ashland Inc. to distribute cellulose ether ingredients and polyvinylpolypyrrolidone (PVPP) across Europe, the Middle East, and Africa (EMEA). This collaboration, effective January 1, 2026, aims to meet the growing demand for functional ingredients, especially in plant-based and alternative protein markets. The partnership will leverage Univar Solutions' distribution network and technical expertise to foster innovation in the food and beverage sector.
Ashland (ASH) Q1 Loss Revives Concerns Around Turnaround Narrative
Ashland (ASH) reported a Q1 2026 loss of US$0.30 EPS and US$386 million in revenue, continuing a trend of unprofitability on a trailing basis with a US$14 million net loss. The company's 3.8% revenue growth rate over the last year lags the broader US market, putting pressure on its long-term turnaround narrative. Despite a DCF fair value significantly higher than its current share price, persistent losses and a high P/S multiple raise concerns about its valuation and dividend coverage.
Ashland Inc. (NYSE:ASH) Q1 2026 Earnings Call Transcript
Ashland Inc. reported solid Q1 2026 results, navigating demand softness with strong execution and cost discipline. Life Sciences and Personal Care showed resilience and growth, particularly in biofunctional actives and injectables, while Specialty Additives faced challenges in coatings and construction. The company narrowed its adjusted EBITDA outlook for fiscal 2026 to $400 million to $420 million, reflecting temporary operational impacts from a Calvert City outage and recent weather events, but remains confident in its long-term strategic priorities of innovation, globalization, and productivity.
ASHLAND INC. SEC 10-Q Report
ASHLAND INC. (ASH) has released its Form 10-Q report for the quarter ended December 31, 2025, showing significant improvements in financial performance despite a decrease in sales. The company reported a reduced net loss and improved diluted EPS, attributed to better operational performance and cost management. Ashland continues its strategic initiatives, including a restructuring program and manufacturing network optimization, to enhance its competitive position and mitigate operational challenges from global trade policies.
ASH Q1 Earnings Beat, Sales Miss on Avoca Divestiture, Weak Demand
Ashland Global Holdings Inc. (ASH) reported a first-quarter fiscal 2026 adjusted earning beat of 26 cents per share, surpassing the Zacks Consensus Estimate of 23 cents. However, sales declined 5% year over year to $386 million, missing expectations, primarily due to the divestiture of its Avoca business and weaker demand in key end-markets. Despite the sales miss, the company provided an optimistic outlook for fiscal 2026, forecasting sales between $1.835-$1.905 billion and double-digit adjusted EPS growth.
Ashland (NYSE:ASH) Has Announced A Dividend Of $0.415
Ashland Inc. (NYSE:ASH) will pay a dividend of $0.415 on March 15th, resulting in a 2.7% dividend yield. Despite not currently generating profit or positive cash flow, analysts expect a significant rise in next year's earnings per share. However, the dividend's sustainability is questionable due to historical cuts and a five-year decline in earnings per share, making it a potentially unstable income stock despite expected future growth.
Ashland Q1 Loss Narrows; Updates FY Outlook
Ashland Inc. (ASH) reported a narrower first-quarter loss of $12 million, or $0.26 per share, significantly less than the $165 million loss in the prior year, primarily due to the absence of a large impairment charge. Despite a 5% decline in sales, the company's adjusted earnings of $0.26 per share met analyst expectations. Ashland also updated its full-year fiscal 2026 Adjusted EBITDA guidance to $400 million to $420 million, reflecting temporary impacts from a startup delay and weather disruptions.
Ashland Inc (NYSE:ASH) Reports Q1 Revenue Miss, Narrows Full-Year Outlook
Ashland Inc (NYSE:ASH) reported a first-quarter revenue miss for fiscal year 2026, with sales of $386 million falling below analyst estimates, though adjusted earnings per share were in line. The company narrowed its full-year earnings outlook due to operational disruptions at its Calvert City facility, which negatively impacted Adjusted EBITDA. Despite the challenges, Ashland saw strong cash flow generation and maintained its full-year sales guidance, expressing confidence in its core markets and cost-saving initiatives.
Earnings Flash (ASH) Ashland Inc. Reports Q1 Revenue $386.0M, vs. FactSet Est of $402.1M
Ashland Inc. (ASH) reported Q1 revenue of $386.0 million, falling short of FactSet's estimated $402.1 million. This earnings flash indicates the company's financial performance for the first fiscal quarter of 2026. The report highlights the company's revenue compared to analyst expectations.
Ashland Inc Updated Outlook Includes About $11M In Temporary Impacts From Calvert City Startup Delay,Recent Weather Disruptions, All Isolated To Q2
Ashland Inc. has updated its outlook to include an approximate $11 million impact during Q2 due to temporary issues. These impacts stem from a startup delay at its Calvert City facility and recent weather disruptions. The company explicitly states that all these issues are isolated to the second quarter.
Ashland reports first quarter fiscal 2026 results and narrows full-year outlook
Ashland Inc. reported its first-quarter fiscal 2026 results, with sales down five percent to $386 million and adjusted EBITDA decreasing five percent to $58 million. The company narrowed its full-year fiscal 2026 Adjusted EBITDA guidance to $400–$420 million, attributing an estimated $11 million impact to temporary issues from a Calvert City startup delay and weather disruptions. Despite mixed demand, Life Sciences showed growth, while Personal Care maintained resilient performance, and Specialty Additives focused on cost efficiency amid challenging markets.
Ashland Inc. Reports Q1 Fiscal 2026 Results: Sales of $386 Million and Adjusted EBITDA Guidance Narrowed to $400–$420 Million
Ashland Inc. reported first-quarter fiscal 2026 sales of $386 million, a 5% decrease year-over-year, and a net loss of $12 million. The company narrowed its full-year fiscal 2026 Adjusted EBITDA guidance to $400-$420 million, reflecting temporary impacts from a Calvert City startup delay and weather disruptions. Despite challenges in some segments, Life Sciences saw growth driven by pharma demand and strong cash flow generation in a seasonally weak quarter.
Ashland Earnings in Focus Amid Weak Demand, Production Issues
Ashland Global Holdings Inc. is expected to report a significant sequential decline in fiscal first-quarter earnings due to weak chemical demand across key end markets like construction, automotive, and consumer goods, coupled with a production unit outage at its Calvert City facility. Despite these challenges, analysts maintain a constructive view on the stock, with a consensus "Buy" rating and an implied upside from the current share price. Investors will focus on demand recovery, the impact of the production outage, and the company's cost management efforts when the results are announced.
Ashland: Overview of First Quarter Financial Results
Ashland Inc. reported a net loss of $12 million, or $0.26 per share, for its fiscal first quarter. Adjusted earnings, however, surpassed analyst expectations at $0.26 per share compared to the predicted $0.23. Despite generating $386 million in revenue, it fell short of the anticipated $408.3 million.
Mitsubishi UFJ Trust & Banking Corp Purchases Shares of 21,173 Ashland Inc. $ASH
Mitsubishi UFJ Trust & Banking Corp has acquired 21,173 shares of Ashland Inc. for approximately $1.014 million in the third quarter, a move that places institutional investors' ownership of Ashland at about 93.95%. Despite a mixed analyst sentiment with a "Hold" consensus and a target price of $65.13, some firms have recently raised their targets to around $70. Ashland reported missing its quarterly EPS estimates and an 8.4% drop in revenue year-over-year, alongside a negative net margin, but declared a quarterly dividend of $0.415.
Univar Solutions enters exclusive partnership with Ashland for cellulose ethers across EMEA
Univar Solutions, through its Foodology business, has entered an exclusive distribution agreement with Ashland Inc. for cellulose ethers and polyvinylpolypyrrolidone (PVPP) for the food and beverage industry across EMEA. This partnership aims to enhance texture, stability, and processing performance in various food applications, including plant-based and gluten-free formulations. The agreement will roll out in phases across European markets, the Middle East, and Turkey, combining Univar's distribution network with Ashland's ingredient innovation.
Vegan meals and gluten-free bread get boost from Ashland–Univar EMEA deal
Ashland (NYSE: ASH) and Univar Solutions have announced an exclusive distribution partnership for Ashland's cellulose ethers and polyvinylpolypyrrolidone (PVPP) in the food and beverage sector across select EMEA markets. This collaboration, which began on January 1, 2026, aims to enhance product availability, delivery speed, and technical support for growing categories such as vegan, plant-based, and gluten-free applications. The deal covers various cellulose ether products and will be rolled out in stages across different EMEA countries throughout early 2026.
Ashland sets earnings date as investors brace for fresh signals
This article announces that Ashland (ASH) has scheduled its earnings report for May 20, 2024, after market close, followed by a conference call on May 21, 2024. Investors are closely watching for updates on the company's performance, especially regarding its full-year guidance in light of recent acquisitions and market conditions.
Ashland gains as Standard Investments discloses stake of 9.9% (update)
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Ashland grants CEO long-term equity award to retain leadership
Ashland Inc. has granted its Chair and CEO, Guillermo Novo, a one-time equity award of $2 million in restricted stock units. This award, vesting on December 31, 2028, is designed to ensure his continued leadership and align executive incentives with long-term shareholder interests. Analysts currently have a "Hold" rating on ASH stock with a $66.00 price target.
Ashland declares quarterly dividend as specialty chemicals maker rewards shareholders
Ashland announced a quarterly cash dividend of $0.33 per share, payable on March 15, 2024, to shareholders of record as of March 1, 2024. This consistent dividend payout reflects the specialty chemicals maker's commitment to returning value to its shareholders.
Ashland Declares Quarterly Dividend as Specialty Chemicals Maker Rewards Shareholders
Ashland Inc. (NYSE: ASH) has declared a quarterly cash dividend of $0.415 per share, payable on March 15, 2026, to shareholders of record as of March 1, 2026. This decision reflects the company's confidence in its cash generation and strong balance sheet. Ashland is a global specialty chemicals company with approximately 2,900 employees operating in over 100 countries.
Ashland (ASH) Partners with Univar Solutions for EMEA Food Sector
Ashland (ASH) has partnered with Univar Solutions B.V. for the exclusive distribution of its cellulose ether products in the EMEA food and beverage sector, starting January 2026. This collaboration aims to enhance food product quality and expand market presence for both companies. Despite this strategic move, Ashland faces financial challenges including negative earnings and declining revenue growth, leading to a "distress zone" Altman Z-Score, necessitating careful consideration for investors.
Univar Solutions and Ashland Forge Exclusive Partnership for Cellulose Ethers in Food and Beverage Sector Throughout EMEA
Univar Solutions and Ashland Inc. have formed an exclusive distribution partnership for cellulose ethers in the food and beverage industry across EMEA, starting January 1, 2026. This collaboration aims to provide an extensive array of cellulose ethers to enhance texture, stability, and processing in food manufacturing, particularly for alternative and plant-based proteins. The partnership leverages Univar Solutions' distribution network and Ashland's specialty ingredients to drive innovation and meet evolving consumer demands in the region.
Univar Solutions and Ashland partner for cellulose ethers in EMEA
Univar Solutions announced an exclusive distribution partnership with Ashland Inc. to supply cellulose ethers to the food and beverage industry across EMEA markets, effective January 1, 2026. This collaboration will enhance product availability and support for customers, leveraging Univar's distribution network. The news comes amidst Ashland's recent financial challenges, including a significant EPS shortfall and a credit rating downgrade, despite a recent stake disclosure by an investment firm and a positive six-month price return.
Ashland Sets Earnings Date as Investors Brace for Fresh Signals
Ashland Inc. (NYSE: ASH) has announced it will release its first-quarter fiscal 2026 earnings on Monday, February 2, at approximately 5 p.m. Eastern time. This will be followed by a live webcast with analysts on Tuesday, February 3, at 9 a.m. Eastern time, featuring an executive summary and outlook presentation. Investors are encouraged to register in advance for the call to receive dial-in details.
Ashland Inc. (NYSE:ASH) Given Average Rating of "Hold" by Analysts
Ashland Inc. (NYSE:ASH) has received a consensus "Hold" rating from ten analysts, with an average 12-month price target of $65.13. Analyst opinions are mixed, as some have raised price targets and ratings while others have cut them. The company recently missed quarterly EPS and saw an 8.4% year-over-year revenue decline, with a negative net margin of 46.25%.
Newport Trust Company LLC Reduces Stake in Ashland Inc. $ASH
Newport Trust Company LLC decreased its stake in Ashland Inc. (NYSE:ASH) by 3.1% in Q3, selling 16,731 shares to now hold 518,393 shares valued at approximately $24.84 million. This adjustment comes as Ashland reported an earnings miss and a negative net margin, despite institutional investors collectively owning a significant 93.95% of the company. The company also declared a quarterly dividend of $0.415, while analysts hold a mixed "Hold" rating with an average price target of $65.13.
Ashland (NYSE:ASH) Will Pay A Dividend Of $0.415
Ashland Inc. (NYSE:ASH) has declared a dividend of $0.415 per share, to be paid on March 15th, resulting in a 2.6% dividend yield. Despite not generating profit or free cash flow, analysts anticipate a significant rise in next year's earnings per share, potentially improving dividend coverage. However, the company's dividend history shows volatility with past cuts and a modest growth rate, raising concerns about its long-term sustainability given shrinking earnings per share over the last five years.
Ashland (NYSE:ASH) Will Pay A Dividend Of $0.415
Ashland Inc. (NYSE:ASH) has announced a dividend of $0.415 per share, resulting in a 2.6% yield. Despite not currently generating profits or free cash flow, analysts anticipate a significant rise in earnings per share, which could improve dividend sustainability. However, the company's dividend history shows volatility and a lack of strong growth, leading to concerns about future consistency.
Massachusetts Financial Services Co. MA Sells 47,255 Shares of Ashland Inc. $ASH
Massachusetts Financial Services Co. MA reduced its stake in Ashland Inc. by 1.7%, selling 47,255 shares and now holding 2,800,071 shares valued at $134.15 million. This comes as Ashland missed quarterly earnings expectations with $1.08 EPS against an anticipated $1.17 and a revenue decrease of 8.4% year-over-year. Despite the earnings miss, Ashland declared a quarterly dividend of $0.415 per share, and analysts show a "Hold" consensus rating with a target price of $65.13.
Ashland board authorizes quarterly dividend
Ashland Inc.'s board of directors has announced a quarterly cash dividend of $0.415 cents per share of common stock. This dividend will be paid on March 15, 2026, to shareholders recorded as of March 1, 2026. As of December 31, 2025, Ashland had over 45 million shares of common stock outstanding.
Ashland sets date for first-quarter fiscal 2026 earnings release and conference call webcast
Ashland Inc. (NYSE: ASH) has announced its first-quarter fiscal 2026 earnings release for February 2, 2026, at approximately 5 p.m. ET. A live webcast with securities analysts, including an executive summary and detailed remarks, will follow on February 3, 2026, at 9 a.m. ET. Supporting materials will be available on the company's Investor Relations website.
Ashland Inc. Declares $0.415 Quarterly Cash Dividend
Ashland Inc. declared a quarterly cash dividend of $0.415 per share, payable on March 15, 2026, to shareholders of record by March 1, 2026. The company, a global additives and specialty ingredients provider, had 45,762,391 shares outstanding as of December 31, 2025. This dividend reflects Ashland's commitment to returning value to shareholders, despite analyst stock price targets that vary but generally predict a rise for ASH stock.
