Pzena Investment Management LLC Acquires Shares of 4,771,969 Orion S.A. $OEC
Pzena Investment Management LLC has acquired a significant stake in Orion S.A. (NYSE:OEC), purchasing 4,771,969 shares valued at approximately $31.6 million, now holding an 8.46% share of the company. Despite this institutional interest, Orion's stock is under pressure, trading at $6.21, and analysts have issued a consensus "Strong Sell" rating due to missed EPS estimates. The company, a specialty chemicals producer, recently declared a quarterly dividend of $0.0207 per share.
209,368 Shares in Orion S.A. $OEC Purchased by GSA Capital Partners LLP
GSA Capital Partners LLP has acquired a new stake of 209,368 shares in Orion S.A. (NYSE:OEC), valued at approximately $1.39 million, making it about 0.37% of the company. Institutional investors collectively own 94.33% of Orion. Despite beating revenue estimates with $500.9 million, Orion missed EPS expectations, reporting $0.14 against a $0.16 forecast, and carries a "Strong Sell" consensus rating from analysts with an average price target of $6.08.
American Century group (OEC) discloses over 5% Orion S.A. ownership in Schedule 13G
American Century entities have disclosed passive ownership in Orion S.A. common shares through a Schedule 13G filing. As of June 30, 2026, American Century ETF Trust reported a 5.4% beneficial ownership, while American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research collectively reported 5.7% ownership. No single underlying client of American Century Investment Management holds more than 5% of Orion S.A.'s common shares.
Orion S.A. $OEC Shares Sold by Dimensional Fund Advisors LP
Dimensional Fund Advisors LP reduced its stake in Orion S.A. (NYSE:OEC) by 6.4% in the first quarter, selling over 140,000 shares but retaining a significant holding. Despite beating revenue expectations, Orion's quarterly EPS missed consensus estimates. The stock currently holds a "Strong Sell" consensus rating from analysts, with institutional investors and hedge funds owning the majority of its shares.
Sei Investments Co. Increases Stock Position in Orion S.A. $OEC
Sei Investments Co. significantly increased its stake in Orion S.A. by 80.3% in the first quarter, bringing its total holdings to 413,968 shares valued at approximately $2.69 million. Despite this increased institutional interest, Orion's stock recently dropped 4.8% to $7.24, and its quarterly EPS of $0.14 missed analyst estimates, although revenue exceeded expectations. The company currently holds a consensus "Strong Sell" rating from analysts with an average target price of $6.08, and it announced a quarterly dividend of $0.0207 per share.
UBS Adjusts Orion S.A Price Target to $8 From $7.50, Maintains Neutral Rating
UBS has increased its price target for Orion S.A. (NYSE: ONL) to $8 from the previous $7.50. The firm, however, has chosen to maintain a neutral rating on the stock. This adjustment reflects a modest change in the bank's outlook for the company.
UBS Maintains Orion SA(OEC.US) With Hold Rating, Raises Target Price to $8
UBS has reiterated its Hold rating on Orion SA (OEC.US) and increased its target price for the stock to $8. This indicates that while UBS does not foresee significant upside in the short term, it acknowledges a slight improvement in the company's valuation or prospects.
Orion (OEC) Stock Rebounds As Specialty Margins Revive Leveraged Thesis
Orion Engineered Carbons (OEC) saw its stock jump 16% after Q2 2026 results showed a significant rebound in profitability, particularly in its specialty carbon black segment. While specialty margins revived and free cash flow turned positive, concerns remain about weak Rubber demand and high leverage, though management is taking actions to improve working capital and costs. The market is now evaluating whether this earnings rebound has lasting power and addresses the company's historical profit challenges.
Orion SA (OEC) (Q2 2026) Earnings Call Highlights: Specialty Segment Surges as Company Raises ...
Orion SA reported strong Q2 2026 results, with a 26% sequential improvement in adjusted EBITDA and the Specialty segment nearly doubling its adjusted EBITDA year-over-year. Despite a 15% overall adjusted EBITDA decline compared to the previous year due to the Rubber segment's performance, the company generated positive free cash flow and raised its full-year free cash flow outlook. Orion SA also reaffirmed its full-year adjusted EBITDA guidance and outlined effective working capital initiatives and cost savings.
Orion SA (OEC) (Q2 2026) Earnings Call Highlights: Specialty Segment Surges as Company Raises ...
Orion SA reported strong Q2 2026 results, with adjusted EBITDA up 26% sequentially and its Specialty segment achieving its best performance since early 2022. The company generated positive free cash flow and raised its full-year free cash flow outlook, despite a decline in overall adjusted EBITDA due to the Rubber segment's performance. Management highlighted effective working capital initiatives and favorable regulatory actions, while acknowledging macro uncertainties and limited visibility for the second half of 2026.
Transcript : Orion S.A., Q2 2026 Earnings Call, Aug 06, 2026
This article provides a transcript of Orion S.A.'s Q2 2026 Earnings Call, held on August 6, 2026. The call includes an introduction by Chris Kapsch, Vice President of Investor Relations. The full transcript is reserved for subscribers, offering detailed financial insights from the company's latest earnings report.
Orion S.A. Q2 2026: Revenue $500.9M, EPS $0.03— 10-Q Summary
Orion S.A. reported its Q2 2026 results, showing revenue of $500.9 million, a 7% increase year-over-year, while net income fell to $1.8 million and diluted EPS declined to $0.03. The company saw net sales growth driven by oil-linked pass-through pricing and foreign exchange, despite pressure on volumes, and the Specialty segment performed well with strong pricing and volume gains.
Orion S.A. Q2 Results: Adjusted EBITDA rises 26% sequentially
Orion S.A. reported a 7% year-over-year increase in Q2 2026 net sales to $501 million, with adjusted EBITDA growing 26% sequentially to $58 million. This growth was primarily fueled by its Specialty segment, which saw a 96% rise in EBITDA, counteracting a significant decline in the Rubber segment. The company reiterated its 2026 adjusted EBITDA guidance and improved its free cash flow outlook.
Orion Q2 2026 Earnings: Specialty Growth Could Not Offset Rubber Weakness
Orion S.A. reported a 7% increase in Q2 2026 net sales to $500.9 million, but diluted EPS fell significantly due to weaker Rubber Carbon Black profitability despite a strong recovery in Specialty Carbon Black. While oil-linked pricing and currency translation boosted sales, consolidated adjusted EBITDA and net income declined. The company reaffirmed full-year adjusted EBITDA guidance and raised free cash flow guidance, emphasizing working-capital improvements and debt reduction as key priorities.
Orion generated $27M in Q2 operating cash despite higher costs
Orion S.A. reported second-quarter 2026 net sales of $501 million, a 7% increase year-over-year, and Adjusted EBITDA of $58 million, a 26% sequential improvement. The company generated $27 million in operating cash flow and $2 million in free cash flow, despite higher average oil-derived feedstock costs. Orion also reaffirmed its 2026 Adjusted EBITDA guidance and increased its full-year free cash flow guidance.
Orion S.A. (NYSE: OEC) swings to $8.1M H1 loss as rubber margins compress
Orion S.A. reported a net loss of $8.1 million for the first half of 2026, swinging from an $18.1 million profit a year earlier, despite a 2% increase in net sales to $960.4 million. This decline was primarily driven by a sharp drop in the Rubber Carbon Black segment's Adjusted EBITDA due to margin compression and unfavorable pricing. Conversely, the Specialty Carbon Black segment saw strong performance with a 46% increase in Adjusted EBITDA, partly offsetting the overall negative results.
Orion OEC Q2 net sales rise 7% to $501 million
Orion S.A. (OEC) reported a 7% increase in Q2 2026 net sales, reaching $501 million, with adjusted EBITDA of $58 million. The company reaffirmed its 2026 adjusted EBITDA guidance and raised its full-year free cash flow guidance. Despite a decrease in net income and EPS year-over-year, demand strengthened, especially in higher-margin Western regions.
Orion SA (OEC) Risk Assessment: Volatility, Financial Risk & Investment Risk
This article provides a risk assessment for Orion SA (OEC), detailing its current risk score, beta value, and various volatility and liquidity metrics. The company has a risk assessment score of 4.00, ranking 48 out of 65 in the Chemicals industry, and its beta of 0.98 suggests it's less volatile than the overall market. The report also includes data on maximum drawdown, daily returns, Sharpe Ratio, and turnover rates, offering a comprehensive overview of OEC's risk profile.
Principal Financial Group Inc. Invests $1.25 Million in Orion S.A. $OEC
Principal Financial Group Inc. has acquired a new stake in Orion S.A., purchasing 192,713 shares valued at approximately $1.25 million, giving them a 0.34% ownership. Other institutional investors have also significantly increased their positions in the specialty chemicals company, which is now 94.33% owned by institutional funds. Despite reporting a quarterly loss, Orion's revenue exceeded forecasts, and the company has declared a quarterly dividend.
OEC|Orion SA|Price:7.140|Chg%:+0.040
TradingKey provides a comprehensive stock analysis for Orion SA (OEC), indicating relatively stable fundamentals, high growth potential, and a fair valuation. The company's stock score is 6.60 out of 10, ranking 28th in the Chemicals industry. While institutional ownership is very high, the company has recently turned to a loss, and the stock is trading sideways, making it suitable for range-bound swing trading according to analysts.
OEC|Orion SA|Price:7.140|Chg%:+0.040
This article provides a detailed financial overview of Orion SA (OEC), including its stock performance, key financial indicators, and historical data from income statements, balance sheets, and cash flow statements. It highlights the company's latest earnings report, showing total revenue, EPS, net income, and various other financial metrics for recent fiscal years and quarters. The data is presented to assist investors in analyzing the company's market health and performance over time.
Orion SA (OEC) Institutional Confidence
Orion SA (OEC) has an institutional shareholding score of 10.00, placing it first in the Chemicals industry. The institutional shareholding proportion is 98.33%, showing a quarter-over-quarter increase of 2.65%. Richard Pzena is the largest institutional shareholder, holding 8.16% of outstanding shares.
Orion S.A. Revenue Breakdown – NYSE:OEC
Orion S.A. (NYSE: OEC) generated $1.81 billion USD in revenue last year. Its top-performing segment was Rubber, which brought in $1.19 billion USD, slightly down from $1.23 billion USD the previous year. The United States was the largest geographical contributor, accounting for $407.70 million USD of the total revenue.
Orion CEO, IR Chief to Attend New York Investor Event
Orion S.A. (NYSE: OEC) announced its participation in the upcoming Mizuho Industrial & Chemicals Conference in New York on August 12, 2026. CEO Corning Painter and Vice President of Investor Relations Chris Kapsch will represent the company. Orion S.A. is a global specialty chemicals company specializing in carbon black production for various applications.
Orion S.A. to Participate in Upcoming Investor Conference
Orion S.A. (NYSE: OEC), a global specialty chemicals company, announced its participation in the upcoming Mizuho Industrial & Chemicals Conference on August 12, 2026, in New York. CEO Corning Painter and Vice President of Investor Relations Chris Kapsch will represent the company. Orion S.A. is a leading global supplier of carbon black with a corporate lineage spanning over 160 years.
OEC|Orion SA|Price:7.140|Chg%:+0.040
This article provides a detailed company profile for Orion SA (OEC), a producer of specialty and rubber carbon black. It includes an overview of the company's business scope, financial data, and market performance, such as its market capitalization and current stock price. The article also lists key company information, executive details, and institutional shareholding data.
Orion SA (OEC) Shareholder Structure: Major Shareholders & Institutional Holdings
This article provides a detailed breakdown of Orion SA's (OEC) shareholder structure, listing major shareholders and their proportions as of May 10. It also categorizes shareholders by type, such as investment advisors, hedge funds, and individual investors. Additionally, the report includes institutional shareholding trends over recent quarters and highlights recent shareholder activity with changes in holdings.
OEC|Orion SA|Price:6.990|Chg%:+0.120
This article provides a detailed financial overview and analyst ratings for Orion SA (OEC), a producer of carbon black. The company's stock is trading at $6.990, showing a slight increase, and its fundamentals are described as stable with high growth potential, though its P/E ratio suggests a recent turnaround to a loss. Analysts currently rate the stock as "Hold" with a target price of $6.56.
Price to sales forward of Orion S.A. – FWB:0OE
This article provides financial data, specifically the "Price to sales forward" value, for Orion S.A. (FWB:0OE), a company listed on the Frankfurt Stock Exchange. It indicates historical financial figures and changes, noting explicitly that the market is closed with no trades.
Orion S.A. to release Q2FY26 results on Aug 5, 2026
Orion S.A. is scheduled to release its second-quarter 2026 financial results after market close on August 5, 2026. Following the release, a conference call will be held on August 6, 2026, at 8:30 a.m. ET to discuss the company's performance, with replay options available until August 20. The carbon black supplier will also provide live and archived webcast access on its Investor Relations website.
Orion S.A. Announces Second Quarter 2026 Earnings Release Date and Conference Call Information
Orion S.A. (NYSE: OEC) has announced that it will release its second quarter 2026 results after market close on Wednesday, August 5, 2026. This will be followed by a conference call on Thursday, August 6, 2026, at 8:30 a.m. (ET). Dial-in details and webcast information for investors are provided.
Orion S.A. will discuss second-quarter results Aug. 6
Orion S.A. (NYSE: OEC), a global specialty chemical company, has announced it will release its second-quarter 2026 financial results after the market closes on Wednesday, August 5, 2026. This will be followed by a conference call on Thursday, August 6, 2026, at 8:30 a.m. ET to discuss the results. Dial-in details and a webcast link for the conference call have been provided for investors.
Price to sales forward of Orion S.A. – DUS:0OE
This article provides the "Price to sales forward" value for Orion S.A. (DUS:0OE), listed on the Dusseldorf Stock Exchange. It indicates that the market was closed at the time of the data capture, and no trades were recorded for this specific financial metric. The report appears to be generated by human input, with market and reference data sourced from ICE Data Services and FactSet, respectively.
Orion S.A. highlights specialty carbon black business as investors assess global demand
Orion S.A., a global producer of carbon black, is attracting investor attention due to its specialty products and geographic footprint. The company supplies essential reinforcing and specialty carbon blacks for tires, coatings, plastics, and inks, linking its revenue to automotive and industrial trends. Orion's strategy focuses on higher-value specialty grades, which offer improved margins and differentiation compared to commodity applications.
ETFs Investing in Orion S.A. Stocks
This article lists various Exchange Traded Funds (ETFs) that hold stocks of Orion S.A., a company traded on the Munich Stock Exchange. The ETFs are sorted by their market value and include details such as weight in the fund, issuer, management style, focus, expense ratio, AUM, price, and performance metrics. The information aims to help investors find ETFs that offer diversified exposure to Orion S.A. with potentially lower risk.
Orion SA | 4: Statement of changes in beneficial ownership of securities-Director GALVIN KERRY A
This document is a Statement of Changes in Beneficial Ownership of Securities for Director Kerry A. Galvin of Orion SA, likely filed to report transactions involving the company's stock.
Enterprise value to revenue forward of Orion S.A. – NYSE:OEC
This article focuses on the enterprise value to revenue forward metric for Orion S.A. (NYSE: OEC). It presents a financial data point for the company within the context of its stock market performance. The content is primarily a data placeholder from TradingView, indicating a specific financial ratio for Orion S.A.
Orion SA | 4: Statement of changes in beneficial ownership of securities-Director Hoogerbrugge Jacqueline
This document is a Statement of Changes in Beneficial Ownership of Securities for Orion SA, detailing changes related to Director Jacqueline Hoogerbrugge. The article indicates that a Form 4 will provide the specific details of these changes.
Orion S.A. updates investors on its carbon black strategy
Orion S.A. has provided an update to investors regarding its carbon black strategy, emphasizing its position in specialty carbon black and tire markets. The company detailed how its materials are crucial for industries like tire manufacturing, plastics, and coatings, driven by mobility trends, infrastructure spending, and sustainability. Orion S.A. also highlighted its commitment to environmental regulations, sustainable practices, and strong customer relationships through specialized product development.
Orion S.A. (OEC) awards director 19,150 restricted shares
Orion S.A. director Paik Yi Hyon was granted 19,150 restricted common shares on June 26, 2026, as an award with a price of $0.00 per share. These shares will vest the day before Orion S.A.'s 2027 Annual General Meeting of Shareholders. Following this transaction, Paik Yi Hyon directly owns 65,039 common shares of Orion S.A.
Orion S.A. (NYSE: OEC) awards director 19,150 restricted shares
Orion S.A. (NYSE: OEC) director Miraton Didier was granted 19,150 restricted common shares on June 26, 2026, as part of his compensation, at a grant price of $0.00 per share. These shares will vest the day before the company's 2027 Annual General Meeting of Shareholders. Following this transaction, Miraton Didier's direct holdings in Orion S.A. now total 73,357 common shares.
Orion S.A. (NYSE: OEC) director receives 19,150 restricted share award
Orion S.A. director Kerry A. Galvin was granted 19,150 restricted common shares on June 26, 2026, as equity compensation, with a reported price of $0.00 per share. These shares will vest the day before the company's 2027 Annual General Meeting of Shareholders. Following this grant, Galvin's direct holdings in the company now total 84,753 common shares.
Orion S.A. (OEC) director awarded 19,150 restricted shares in equity grant
Orion S.A. director Dan F. Smith was granted 19,150 restricted common shares as an equity award, with a stated price of $0.00 per share, indicating compensation rather than a market purchase. These shares are set to vest the day before Orion S.A.'s 2027 Annual General Meeting of Shareholders. Following this grant, Smith directly holds a total of 110,857 common shares in the company.
Orion S.A. (OEC) director receives 19,150 restricted shares grant
Orion S.A. director Mary A. Lindsey was granted 19,150 restricted common shares on June 26, 2026, as an equity compensation award, not an open-market purchase. These shares were granted at no cash cost and will vest the day before Orion's 2027 Annual General Meeting of Shareholders. Following this grant, Lindsey directly holds a total of 75,039 common shares, reflecting a routine board-level stock award.
Enterprise value to EBITDA forward of Orion S.A. – FWB:0OE
This article provides the enterprise value to EBITDA forward for Orion S.A. (FWB: 0OE), a company listed on the Frankfurt Stock Exchange. The data is presented within the context of financial overview through TradingView, emphasizing its relevance to process industries and specialty chemicals.
Orion S.A. (OEC) director receives 19,150 restricted shares in equity grant
Orion S.A. director Jacqueline Hoogerbrugge was granted 19,150 restricted common shares as an equity compensation at no cash cost. These shares will vest the day before the company's 2027 Annual General Meeting, increasing her direct holdings to 32,085 common shares. This transaction is classified as an acquisition via grant or award, not a market purchase or sale, and is intended to align director compensation with continued service.
Orion S.A. (NYSE: OEC) director awarded 19,150 restricted shares
Orion S.A. director Paul E. Huck was awarded 19,150 restricted common shares as equity compensation on June 26, 2026, at no cash cost. These shares will vest the day before the company's 2027 Annual General Meeting of Shareholders, provided he remains in service. The grant increases his direct holdings to 103,357 common shares, and the transaction was reported in a Form 4 filing indicating an acquisition through award.
Orion S.A. (NYSE: OEC) investors back directors, pay, dividends and auditors
Orion S.A. shareholders have approved all proposals at their Annual General Meeting held on June 25, 2026. This includes the election of all nominated directors, approval of their compensation, and endorsement of executive pay on a non-binding advisory basis, with a preference for annual say-on-pay votes. Additionally, shareholders approved the 2025 financial accounts, allocation of interim dividends totaling EUR 4,031,774, and confirmed Ernst & Young entities as the Company’s auditors for 2026.
Price to book forward of Orion S.A. – NYSE:OEC
This page from TradingView provides financial information for Orion S.A. (NYSE: OEC), specifically focusing on its "Price to book forward" metric. It appears to be a data point within a larger financial overview, presented without additional details or analysis in this snippet. The interface highlights various TradingView features and services.
Enterprise value to revenue forward of Orion S.A. – LS:A1183M
This article focuses on the "Enterprise value to revenue forward" metric for Orion S.A. (LS:A1183M) as displayed on the TradingView platform. It provides a brief financial overview of the company within the context of Process Industries/Chemicals: Specialty and mentions the market data sources used by TradingView.
