Eastman Chemical Issues $600 Million Senior Notes Offering
Eastman Chemical Company has issued $600 million of 4.500% unsecured notes due 2031, with expected net proceeds of approximately $593.7 million. The funds will be used for general corporate purposes, including working capital, capital expenditures, and strategic initiatives. Analysts currently rate EMN stock as a Hold with a $75.00 price target, while TipRanks’ AI Analyst, Spark, assigns a Neutral rating due to mixed financial outlooks.
Analysts See Signs of Commodity Bottoming After Eastman Chemical Company (EMN) Q4 Results
Following Eastman Chemical Company's (EMN) Q4 2025 results, analysts are cautiously optimistic that commodity prices may have bottomed. Evercore ISI and RBC Capital raised their price targets for EMN, though RBC noted that a full recovery could be slow due to the intermediate nature of many of EMN's products. The company reported strong operational cash flow of approximately $1 billion and exceeded cost reduction goals, while also increasing its dividend for the sixteenth consecutive year.
Eastman Chemical Company $600 Million Senior Notes Offering
Eastman Chemical Company has completed a $600 million offering of its 4.5% senior notes. Cleary Gottlieb Steen & Hamilton advised Eastman Chemical Company on the transaction, while Davis Polk & Wardwell advised the underwriters. The article mentions key legal professionals involved in the offering.
Carbon black headwinds: How Orion navigated a tough financial year
Orion faced a challenging financial year in 2025, experiencing a drop in net sales. Despite these difficulties, the company managed to post solid financial results, indicating effective navigation of the carbon black industry's headwinds. The article highlights the company's performance during a tough period.
Titanium Dioxide Market to grow at 5.9% CAGR | Asia Pacific leads
The Titanium Dioxide Market is projected to grow at a CAGR of 5.9% from 2023 to 2030, driven by strong demand from industries like paints, coatings, plastics, and cosmetics. Asia Pacific is expected to lead the market with a 40% share due to its strong manufacturing base. Major companies such as The Chemours Company, Lomon Billions Group, and Tronox Holding PLC are strengthening the market through technological advancements, product innovations, and strategic expansions.
Breaking Down Eastman Chemical: 10 Analysts Share Their Views
Ten analysts have provided varied ratings for Eastman Chemical (EMN) over the past quarter, with an average 12-month price target of $73.50, reflecting a 4.26% increase from the previous average. The company, established in 1920, focuses on higher-margin specialty chemical products, with strong global sales outside the U.S. Financially, Eastman Chemical exhibits a restricted market capitalization, a revenue decline of -12.12% over the last three months, but strong profitability with a 5.32% net margin, 1.79% ROE, 0.7% ROA, and a balanced debt-to-equity ratio of 0.8.
Eastman Chemical Maintains Quarterly Dividend Amid Revenue Challenges
Eastman Chemical Company has declared a quarterly cash dividend of $0.84 per share, demonstrating its commitment to shareholder returns despite a 12.1% decline in revenue for Q4 2025. The company targets Q1 2026 EPS between $1.00 and $1.20, depending on demand stability in the specialty materials sector. The dividend will be paid on April 8, 2026, to shareholders of record as of March 13, 2026.
Eastman Chemical (EMN) Analyst Rating Update: Evercore ISI Raises Price Target | EMN Stock News
Evercore ISI has maintained its "In-Line" rating for Eastman Chemical (EMN) and increased its price target from $70.00 to $75.00. This adjustment reflects a 7.14% increase and follows several other optimistic adjustments by leading analysts in early February 2026. Despite a recent downgrade by RBC Capital, the consensus among 18 brokerage firms indicates an "Outperform" status for EMN, with an average target price of $76.06.
Worldwide Transparent Plastics Market set to Boom from 2026
The Transparent Plastics market is projected to reach USD 230.93 billion by 2032, growing at a CAGR of 3.7% from 2025. A new research study from Coherent Market Insights offers a comprehensive analysis of market dynamics, growth opportunities, trends, and the competitive landscape for the period 2026-2033. Key players in this market include Dow Inc., Covestro AG, and Eastman Chemical Company.
Specialty Chemicals Market to Reach US$961.50 Billion by 2033
The global specialty chemicals market is projected to reach US$961.50 billion by 2033, growing at a CAGR of 5.5% from 2026 to 2033, driven by increasing demand for high-performance solutions across various industries and evolving regulatory requirements. Asia-Pacific is expected to lead the market with a 40% share, fueled by rapid industrialization and manufacturing expansion. Key players like BASF SE, Dow Inc., and Evonik Industries AG are driving innovation, focusing on sustainable and high-performance materials, and optimizing their portfolios.
Eastman Chemical Co. stock outperforms competitors despite losses on the day
Eastman Chemical Co. (EMN) saw its stock price fall by 1.21% to $79.11 on Tuesday, despite a generally favorable trading session for the broader market. Both the S&P 500 Index and the Dow Jones Industrial Average rose. The company's stock is currently trading 23.80% below its 52-week high of $103.82.
Metal Coatings Market Is Going to Boom | AkzoNobel • PPG Industries • Sherwin-Williams • BASF
A new report titled "Metal Coatings Market" by Coherent Market Insights analyzes market trends, growth drivers, challenges, and opportunities between 2026-2033. The report offers insights into current market trends, competitor analysis, regional market evaluation, and recent technological developments, identifying leading companies such as AkzoNobel, PPG Industries, Sherwin-Williams, and BASF, and segmenting the market by various applications including automotive, aerospace, and construction. It employs both primary and secondary research methodologies to provide a comprehensive assessment, helping businesses forecast profitability and make informed strategic decisions.
Should Eastman’s 2025 Earnings Slide Test Confidence in Its Efficiency and Sustainability Strategy (EMN)?
Eastman Chemical Company reported a significant decline in its 2025 sales and net income, with sales dropping to US$8,752 million from US$9,382 million and net income to US$474 million from US$905 million in 2024. This performance raises questions about the effectiveness of the company's efficiency and sustainability strategies amidst market headwinds. Despite the earnings setback, Eastman increased its quarterly dividend to US$0.84 per share, signaling continued commitment to shareholders while also highlighting a tension between balance sheet resilience and potential future constraints if market pressures persist.
Eastman Board Declares Dividend
The Board of Directors of Eastman Chemical Company (NYSE:EMN) has declared a quarterly cash dividend of $0.84 per share, payable on April 8, 2026, to stockholders of record as of March 13, 2026. This announcement highlights Eastman's commitment to returning value to shareholders and reinforces its position as a global specialty materials company established in 1920. The company, which had revenues of approximately $8.8 billion in 2025, emphasizes its innovation-driven growth, customer engagement, and sustainability efforts.
Fertilizer Additive Market Is Booming Worldwide | Nutrien • Yara International • The Mosaic Company
Coherent Market Insights has released a new research study titled "Global Fertilizer Additive Market Size, Share, Pricing, Trends, Growth, Opportunities and Forecast 2026-2033," which predicts significant growth for the fertilizer additive market. The report provides a thorough overview of the market, including future sales projections, consumer demand, regional analyses, and insights into key market drivers, inhibitors, opportunities, and risks. It also profiles major companies like Nutrien, Yara International, and The Mosaic Company, detailing their strategies, innovations, and financial performance.
Eastman Chemical stock hits all-time high at 78.13 USD By Investing.com
Eastman Chemical stock recently hit an all-time high of 78.13 USD, though InvestingPro data suggests it's slightly overvalued. Despite a challenging year with a -18.35% return, the company has seen a 28.89% gain over the last six months and maintains a 4.34% dividend yield with 32 consecutive years of payments. KeyBanc Capital Markets reiterated an Overweight rating, projecting potential earnings growth for 2026.
Zacks Industry Outlook Highlights Sociedad Quimica y Minera de Chile, Element Solutions and Flexible Solutions International
The Zacks Chemicals Specialty industry faces challenges from demand weakness in Europe and China, high input costs, and tariffs. Despite these headwinds, companies like Sociedad Quimica y Minera de Chile S.A. (SQM), Element Solutions Inc (ESI), and Flexible Solutions International Inc. (FSI) are implementing cost-cutting and strategic expansion to mitigate impacts. SQM is benefiting from the lithium market and its Specialty Plant Nutrition business, while ESI is growing in electronics, and FSI is exploring new applications in its NanoChem division.
Oleo Chemicals Market is Booming with Strong Growth Prospects | BASF SE • Cargill Inc. • Dow Inc
A new report by Coherent Market Insights forecasts significant growth for the Oleo Chemicals Market between 2026 and 2033, driven by evolving consumer demand, technological advancements, and supportive regulations. The study offers an in-depth analysis of market dynamics, competitive landscapes, key segments, and strategic frameworks for stakeholders. It highlights major players like BASF SE, Cargill Inc., and Dow Inc., and segments the market by product type and end-use industries across various regions.
Eastman Chemical stock hits all-time high at 78.13 USD By Investing.com
Eastman Chemical (EMN) stock reached an all-time high of $78.13, despite being considered slightly overvalued and experiencing an 18.35% decline over the past year. The company's stock has shown recent momentum with a 28.89% gain in the last six months, and it maintains a 4.34% dividend yield with 32 consecutive years of payments. This peak follows a mixed Q4 2025 earnings report and a reiterated Overweight rating from KeyBanc Capital Markets, which forecast approximately $6 EPS for 2026.
Ethyl Acetate Market Is Going to Boom | Celanese, Eastman Chemical, INEOS Group Holdings SA, Solventis Limited
The global Ethyl Acetate Market is projected to reach USD 10.75 Billion by 2032, growing at a CAGR of 7.0% from 2025. This growth is driven by increasing industry demand, expanding applications, and ongoing technological advancements. The report by Coherent Market Insights provides a comprehensive analysis of market drivers, restraints, opportunities, and competitive landscape to aid strategic decision-making for businesses.
Eastman Chemical stock hits all-time high at 78.13 USD
Eastman Chemical (EMN) stock has reached an all-time high of $78.13, despite being considered slightly overvalued and experiencing an 18.35% decline over the past year. The company reported fourth-quarter 2025 EPS meeting expectations but missed revenue forecasts, while KeyBanc Capital Markets reiterated an Overweight rating with a $74.00 price target, projecting $6 EPS for 2026.
Air Liquide commits fresh capital and signs long-term U.S. supply deal with Eastman Chemical
Air Liquide has committed $50 million in fresh capital and signed a long-term supply deal with Eastman Chemical to enhance hydrogen supply infrastructure on the U.S. Gulf Coast. This investment aims to amplify Air Liquide's hydrogen supply network by upgrading existing facilities and connecting to the Spindletop, Texas, storage cavern, ultimately bolstering its leadership in the industrial gas market. The partnership continues previous successful collaborations between the two companies to meet high industrial demand for hydrogen.
Improving Fundamentals and Circularity Initiatives Underpin Buy Rating on Eastman Chemical
Morgan Stanley analyst Vincent Andrews has maintained a Buy rating on Eastman Chemical (NYSE:EMN) with a $73.00 price target, citing improving fundamentals and robust earnings visibility. Key drivers include confirmed FY26 financial goals, benefits from higher asset utilization and cost reductions, easing destocking pressures, and tangible contributions from circularity and methanolysis initiatives. Citi also reiterated a Buy rating on EMN with a $78.00 price target.
The Truth About Eastman Chemical Co: Why Finance TikTok Suddenly Cares
This article examines Eastman Chemical Co (EMN) and its sudden appearance on "Finance TikTok," evaluating whether it's a worthwhile investment. It highlights EMN as a dividend-paying, long-term value play in the specialty chemicals sector, contrasting its "boring but profitable" nature with more volatile meme stocks. The piece concludes that EMN is a "quiet cop" for investors prioritizing dividends and long-term stability over quick gains.
The Truth About Eastman Chemical Co: Why Finance TikTok Suddenly Cares
This article examines Eastman Chemical Co (EMN), a specialty chemicals company, which has recently garnered attention on Finance TikTok as a potential long-term investment. It highlights EMN's steady stock performance, consistent dividend payments, and crucial role in various industries, contrasting it with the volatile "meme stock" trend. The piece suggests EMN is an attractive option for investors seeking value and income over rapidly trending but risky plays.
Eastman Chemical (EMN) Q4 earnings and revenues miss estimates
Eastman Chemical (EMN) reported Q4 earnings of $0.90 per share, missing the Zacks Consensus Estimate of $1.02. Revenues for the quarter came in at $2.26 billion, also falling short of the consensus estimate of $2.31 billion. This performance marks a year-over-year decline for both earnings and revenue, with management citing continued destocking, lower capacity utilization, and decreased selling prices as contributing factors.
A Look At Eastman Chemical (EMN) Valuation After Earnings Softness And Fresh Analyst Optimism
Eastman Chemical (EMN) is facing scrutiny after its 2025 earnings, despite recent share price momentum. While the company is considered overvalued by a popular narrative at $73.35, a discounted cash flow model suggests a higher intrinsic value of $117.80. The article highlights Eastman's potential for growth in its recycling businesses but also notes risks from trade tensions and slow adoption of recycled products.
A Look At Eastman Chemical (EMN) Valuation After Earnings Softness And Fresh Analyst Optimism
Eastman Chemical (EMN) is under valuation scrutiny after its full-year 2025 earnings report. Despite recent share price momentum, the company is seen as overvalued at $76.08 against a narrative fair value of $73.35, though a different DCF model suggests it could be significantly undervalued at $117.80. The assessment highlights the impact of its specialty and recycling businesses on its future valuation.
Eastman Chemical (EMN) Is Up 10.1% After Weaker 2025 Results And ETP Push Is The Bull Case Changing?
Eastman Chemical (EMN) reported weaker full-year 2025 results with lower sales and net income, but is pursuing cost reductions and an ethylene-to-propylene (ETP) project to boost future earnings. The company's stock has risen, suggesting investors are hopeful about these initiatives, though soft profit margins and high leverage present execution risks. Diverse fair value estimates from the Simply Wall St Community highlight varying perspectives on the stock's potential.
Steam release reported Tuesday night at Eastman
A steam release at Eastman Chemical Company was reported on Tuesday night, creating a loud noise audible outside the plant. Emergency vehicles were observed at the scene, but no injuries were reported, and the noise gradually subsided. The Kingsport Fire Department was on standby, and Eastman has confirmed the incident.
Eastman investigating steam line rupture
Eastman is investigating a steam line rupture at an unspecified location. The Kingsport Times News is reporting on the incident.
Eastman investigating steam line rupture
Eastman is currently investigating a steam line rupture that occurred at its facility. The Kingsport Times News is reporting on the incident. No further details about the rupture or its cause are provided in this brief snippet.
World Kinect Corporation Announces Q4 2025 Earnings Call
World Kinect Corporation (WKC) has announced it will host an earnings call on February 19, 2026, at 5:00 p.m. ET to discuss its Q4 and full-year 2025 financial results. The company, a global energy management firm, plans to release its financial results after market close on the same day, with a live webcast and on-demand replay available for investors. Analyst views on WKC currently forecast a slight fall in stock price over the next year, with an average 1-year price target of $26.50.
Why Investors Shouldn't Be Surprised By Stepan Company's (NYSE:SCL) 26% Share Price Surge
Stepan Company (NYSE:SCL) has seen a 26% share price surge over the last thirty days, driven by strong future earnings expectations. Though the company's earnings fell by 1.5% last year and 70% in the last three years, analysts predict a significant 57% earnings growth in the next year, significantly outperforming the market's 16% prediction. This positive outlook has contributed to its high price-to-earnings (P/E) ratio compared to the broader market.
NDIV Adds Covered Call Component to Fuel Income Demand
Amplify ETFs has revamped its Amplify Energy & Natural Resources Dividend Income ETF, now named the Amplify Energy & Natural Resources Covered Call ETF (NDIV), to include an options overlay. This strategic shift aims to enhance yield for investors seeking alternative income sources beyond traditional bonds, especially in a changing interest rate environment. The fund will now track the VettaFi Energy and Natural Resources Covered Call Index, incorporating a monthly covered call strategy targeting a 6% annualized option premium on top of existing dividends.
Steam release reported Tuesday night at Eastman
A steam release occurred at Eastman Chemical Company on Tuesday night, generating a loud noise audible outside the plant. Emergency vehicles were observed inside the facility, though no injuries were reported, and the noise gradually subsided. The Kingsport Fire Department provided mutual aid standby, and Eastman has confirmed the incident.
Eastman Chemical (EMN) Is Up 10.1% After Weaker 2025 Results And ETP Push Is The Bull Case Changing?
Eastman Chemical (EMN) reported weaker full-year 2025 results with lower sales and net income, but its stock rose 10.1%. This increase is tied to the company's focus on cost reductions, stabilizing its Fibers business, and the ethylene-to-propylene (ETP) project, which is expected to boost future earnings. The investment narrative largely depends on whether these initiatives can effectively offset margin pressure and improve performance.
Dow Inc. (DOW): A Bull Case Theory
This article summarizes a bullish thesis on Dow Inc. (DOW), highlighting its current trading at multiyear lows despite strong fundamentals. The company is noted for its manageable debt, high barriers to entry, cost-efficient production, and a strong patent portfolio, suggesting a compelling long-term investment opportunity. The market is seen as having largely overlooked DOW's inherent strengths, positioning it for outperformance as the chemical sector recovers.
NDIV Adds Covered Call Component to Fuel Income Demand
Amplify ETFs has retooled its Amplify Energy & Natural Resources Covered Call ETF (NDIV) by adding an options overlay to enhance yield, moving beyond its traditional dividend focus. This change targets the growing investor demand for alternative income sources, particularly in a shifting interest rate landscape. NDIV now tracks the VettaFi Energy and Natural Resources Covered Call Index, which employs a monthly covered call strategy to generate additional premium while maintaining some equity upside.
Eastman Chemical says no injuries after loud noise outside of plant
Residents in Kingsport raised concerns after a loud noise emanating from the Eastman Chemical Company plant on Tuesday night led to a heavy first responder presence. An Eastman spokesperson confirmed that the noise was due to a stream release at the Kingsport site and reassured the public that no injuries were reported, with sounds expected to subside by the night.
Dow Inc. (DOW): A Bull Case Theory
This article summarizes a bullish thesis on Dow Inc. (DOW) from a Reddit user, highlighting its current trading at multiyear lows as a compelling investment opportunity. Despite a downturn in the chemical sector, DOW's fundamentals, including a manageable debt profile, high barriers to entry, cost-efficient production, and strong patents, suggest a durable economic moat. The article positions DOW as an attractive option for value investors seeking long-term upside in a high-quality chemical company.
Eastman Chemical Targets Fibers Turnaround With Cost Cuts And ETP Project
Eastman Chemical is implementing cost reductions of $125-$150 million and advancing its ETP project, aimed at generating an additional $50-$100 million in earnings, to improve the profitability of its Fibers business. These strategic initiatives are designed to address challenging market conditions and shift the segment towards higher-value textiles and cellulosics, reducing its reliance on lower-margin products. The company's focus is on cost discipline and portfolio upgrades to support its dividend and balance sheet, aligning with its long-term, cash-flow-focused strategy.
Steam release reported at Eastman Tuesday
A steam release was reported at the Eastman facility on Tuesday. The article is very brief and does not provide further details regarding the incident.
DuPont Launches Liveo C6-8XX Liquid Silicone Rubber Series for Healthcare Applications
DuPont has launched its new Liveo C6-8XX Liquid Silicone Rubber (LSR) series, a medical-grade, two-part silicone elastomer designed for demanding healthcare applications. This series offers improved rheology and lower viscosity, enabling more efficient molding cycles for medical device fabrication, including non-implant and short-term implant components. The products meet USP Class VI and select EP regulatory requirements, emphasizing flexibility, reliability, and biocompatibility for medical device manufacturers.
Eastman Chemical Targets Fibers Turnaround With Cost Cuts And ETP Project
Eastman Chemical is embarking on cost reductions and product diversification, including its ETP project, to enhance and stabilize its Fibers business amidst challenging market conditions. These efforts aim to improve profitability and shift the segment towards higher-value products and more efficient intermediates, addressing past performance pressures. The company's strategy is aligned with its long-term focus on cash flow and dividend support, though execution and balance sheet risks remain pertinent for investors to monitor.
Thrivent Financial for Lutherans Buys 24,458 Shares of Eastman Chemical Company $EMN
Thrivent Financial for Lutherans increased its stake in Eastman Chemical Company (NYSE:EMN) by 4.9% during the third quarter, now owning 523,191 shares valued at $32,987,000. Several other institutional investors also adjusted their positions in Eastman Chemical, which recently announced an increased quarterly dividend of $0.84. Analysts currently hold a consensus "Hold" rating for the stock, with an average target price of $78.00.
How Lithium Price Swings Are Shaping Albemarle’s Current Valuation
Albemarle (NYSE:ALB), a major lithium supplier, is significantly impacted by recent volatile lithium price swings, which affect its contract terms, earnings sensitivity, and competitive standing. Investors are closely monitoring how these fluctuations influence Albemarle's revenue, margins, and investment plans, especially given its recent net loss and negative net margin. The article highlights the importance of contract structures, realized selling prices, and management's reaction to current pricing pressures for investors tracking the company.
Eastman Chemical Company (NYSE:EMN) Q4 2025 earnings call transcript
This document contains the Q4 2025 earnings call transcript for Eastman Chemical Company (NYSE:EMN). It provides a detailed record of the discussions, financial results, and management commentary from the call. This transcript is essential for investors and analysts seeking in-depth information on the company's performance and outlook.
KeyBanc reiterates Overweight rating on Eastman Chemical stock
KeyBanc Capital Markets has reiterated its Overweight rating and $74.00 price target on Eastman Chemical (NYSE:EMN), citing confidence in the company's potential to achieve approximately $6 EPS in 2026. This target would require strong execution on productivity and new product launches. The firm's base case for 2026 EPS is slightly lower, between $5.50 and $5.70, with potential upside based on market improvement or flawless strategic execution.
Eastman Chemical Company reports earnings for 2025
Eastman Chemical Company reported its lowest annual earnings in several years for 2025, despite an increase in recycled plastic sales. The company's full-year earnings per share were $5.42, down from $7.89 in 2024, with sales revenue decreasing to $8.75 billion from $9.38 billion. Eastman plans further cost cuts to improve revenue in 2026 amidst an uncertain global economy.
