Impala Asset Management LLC Invests $631,000 in Celanese Corporation $CE

Impala Asset Management LLC acquired a new stake in Celanese Corporation (NYSE:CE) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 15,000 shares of the basic materials company’s stock, valued at approximately $631,000. Celanese makes up about 0.4% of Impala Asset Management LLC’s portfolio, making the stock its 16th biggest holding.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in CE. Great Lakes Advisors LLC bought a new position in shares of Celanese during the third quarter worth about $3,171,000. AMG National Trust Bank boosted its position in Celanese by 270.1% during the 3rd quarter. AMG National Trust Bank now owns 70,322 shares of the basic materials company’s stock worth $2,959,000 after acquiring an additional 51,322 shares during the last quarter. Fox Run Management L.L.C. grew its stake in shares of Celanese by 406.9% during the 3rd quarter. Fox Run Management L.L.C. now owns 42,175 shares of the basic materials company’s stock worth $1,775,000 after acquiring an additional 33,854 shares in the last quarter. Police & Firemen s Retirement System of New Jersey raised its holdings in shares of Celanese by 163.8% in the second quarter. Police & Firemen s Retirement System of New Jersey now owns 42,062 shares of the basic materials company’s stock valued at $2,327,000 after purchasing an additional 26,120 shares during the last quarter. Finally, Y Intercept Hong Kong Ltd bought a new stake in shares of Celanese in the third quarter worth $6,057,000. 98.87% of the stock is owned by institutional investors and hedge funds.

Celanese Price Performance

NYSE:CE opened at $52.56 on Friday. Celanese Corporation has a 12-month low of $35.13 and a 12-month high of $63.55. The firm has a market capitalization of $5.76 billion, a price-to-earnings ratio of -4.96, a P/E/G ratio of 0.37 and a beta of 1.07. The stock’s 50 day moving average price is $49.11 and its two-hundred day moving average price is $44.58. The company has a quick ratio of 0.94, a current ratio of 1.55 and a debt-to-equity ratio of 2.55.

Celanese (NYSE:CE) last issued its earnings results on Tuesday, February 17th. The basic materials company reported $0.67 EPS for the quarter, missing the consensus estimate of $0.89 by ($0.22). Celanese had a positive return on equity of 8.75% and a negative net margin of 12.15%.The business had revenue of $2.20 billion for the quarter, compared to the consensus estimate of $2.25 billion. During the same quarter in the prior year, the firm posted $1.45 earnings per share. The business’s revenue was down 6.5% compared to the same quarter last year. Celanese has set its Q1 2026 guidance at 0.700-0.850 EPS. On average, analysts anticipate that Celanese Corporation will post 8.79 earnings per share for the current year.

Celanese Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given a $0.03 dividend. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $0.12 annualized dividend and a dividend yield of 0.2%. Celanese’s dividend payout ratio is presently -1.13%.

Analyst Ratings Changes

CE has been the subject of a number of analyst reports. Wells Fargo & Company raised their target price on shares of Celanese from $45.00 to $55.00 and gave the company an “equal weight” rating in a research report on Thursday, February 19th. Royal Bank Of Canada raised their price objective on Celanese from $48.00 to $55.00 and gave the company a “sector perform” rating in a report on Monday, February 23rd. Zacks Research lowered Celanese from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 20th. Tudor Pickering upgraded Celanese from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 11th. Finally, Evercore set a $63.00 price target on Celanese in a research report on Wednesday, February 18th. Seven equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Celanese presently has an average rating of “Hold” and a consensus price target of $59.35.

Insider Activity

In related news, CFO Chuck Kyrish bought 5,000 shares of Celanese stock in a transaction that occurred on Tuesday, December 9th. The stock was acquired at an average price of $41.03 per share, with a total value of $205,150.00. Following the acquisition, the chief financial officer owned 10,914 shares of the company’s stock, valued at approximately $447,801.42. This represents a 84.55% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.33% of the company’s stock.

Celanese Company Profile

Celanese Corporation is a global chemical and specialty materials company that develops, manufactures and markets a broad portfolio of products serving diverse industries. The company operates through two primary business segments—Engineered Materials and Acetyl Chain—offering solutions that range from high-performance polymers and specialty additives to industrial chemicals and intermediates. Its engineered materials are used in applications such as automotive components, consumer electronics, medical devices and packaging, while its acetyl derivatives find uses in coatings, adhesives, solvents and personal care products.

In the Engineered Materials segment, Celanese produces a variety of high-performance thermoplastics, polyether-block-amide (PEBA) elastomers and functional additives designed to enhance product durability, thermal resistance and sustainability.