Pzena Investment Management LLC Increases Position in Orion S.A. $OEC

Pzena Investment Management LLC boosted its stake in Orion S.A. (NYSE:OEC) by 2.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,694,825 shares of the specialty chemicals company’s stock after acquiring an additional 117,628 shares during the period. Pzena Investment Management LLC owned 8.36% of Orion worth $35,587,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of OEC. Tower Research Capital LLC TRC raised its position in shares of Orion by 321.8% during the 2nd quarter. Tower Research Capital LLC TRC now owns 7,382 shares of the specialty chemicals company’s stock valued at $77,000 after acquiring an additional 5,632 shares in the last quarter. New York State Common Retirement Fund boosted its holdings in shares of Orion by 111.2% in the 3rd quarter. New York State Common Retirement Fund now owns 17,667 shares of the specialty chemicals company’s stock valued at $134,000 after buying an additional 9,300 shares during the period. Dynamic Technology Lab Private Ltd bought a new stake in shares of Orion during the 1st quarter valued at about $137,000. Police & Firemen s Retirement System of New Jersey raised its stake in Orion by 18.2% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 13,687 shares of the specialty chemicals company’s stock worth $144,000 after acquiring an additional 2,112 shares during the period. Finally, GWN Securities Inc. acquired a new stake in shares of Orion during the 2nd quarter worth approximately $148,000. Institutional investors and hedge funds own 94.33% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Mizuho increased their target price on Orion from $4.50 to $5.25 and gave the stock an “underperform” rating in a research report on Wednesday. JPMorgan Chase & Co. lowered their price objective on shares of Orion from $9.00 to $5.00 and set an “underweight” rating on the stock in a research note on Friday, November 28th. UBS Group increased their target price on shares of Orion from $6.00 to $6.50 and gave the company a “neutral” rating in a research note on Wednesday. Zacks Research raised Orion from a “strong sell” rating to a “hold” rating in a research report on Tuesday, January 27th. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of Orion in a research report on Thursday, January 22nd. Two investment analysts have rated the stock with a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Orion presently has a consensus rating of “Strong Sell” and a consensus price target of $5.58.

More Orion News

Here are the key news stories impacting Orion this week:

• Positive Sentiment: Revenue beat and management’s operational/cash‑flow commentary: Q4 revenue of $411.7M topped consensus and the company highlighted strong cash‑flow generation and operational execution on the earnings call — a constructive signal for near‑term cash conversion and working capital management. Orion SA (OEC) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Elevated trading volume and attention — intraday volume was roughly three times average, suggesting higher investor interest and potential short-term volatility as the market digests the mixed print and analyst moves.
• Negative Sentiment: Wider-than-expected EPS loss: the company reported a ($0.34) loss per share, missing the consensus (~($0.08)), which pressures near-term profitability expectations. Orion Engineered Carbons posts larger Q4 loss
• Negative Sentiment: Full‑year sales decline and weak end‑markets: 2025 sales fell ~4% YoY (price down ~7% partially offset by volume), with continued softness in industrial end‑markets and pricing pressure from lower oil and imports — factors that may limit near‑term revenue recovery. Orion S.A. Reports Full Year 2025 and Fourth Quarter Earnings
• Negative Sentiment: Analyst action remains cautious: Mizuho raised its price target from $4.50 to $5.25 but kept an “underperform” rating — the target is still below the current share price and reinforces downside expectations among some sell‑side analysts. OEC price target raised at Mizuho
• Negative Sentiment: Balance‑sheet and margin concerns persist: the company still shows leverage and negative net margins, which could constrain investor enthusiasm until profitability stabilizes and leverage improves (ongoing risk for longer‑term holders).

Orion Stock Performance

Shares of OEC opened at $6.50 on Thursday. The company has a market capitalization of $364.69 million, a PE ratio of -5.15 and a beta of 1.06. The company’s fifty day moving average price is $6.02 and its 200 day moving average price is $6.90. The company has a debt-to-equity ratio of 1.69, a current ratio of 1.08 and a quick ratio of 0.64. Orion S.A. has a one year low of $4.34 and a one year high of $16.63.

Orion (NYSE:OEC) last posted its quarterly earnings results on Tuesday, February 17th. The specialty chemicals company reported ($0.34) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.08) by ($0.26). Orion had a positive return on equity of 6.30% and a negative net margin of 3.88%.The company had revenue of $411.70 million during the quarter, compared to analyst estimates of $365.79 million. As a group, analysts expect that Orion S.A. will post 1.73 earnings per share for the current year.

About Orion

Orion Engineered Carbons SA, operating as Orion (NYSE: OEC), is a global producer of carbon black, a critical performance additive used to enhance the strength, durability and conductivity of various materials. The company’s products chiefly serve the tire and rubber industry, where carbon black imparts wear resistance and longevity, as well as the plastics, coatings, inks and battery components markets, where specialty grades deliver tailored conductivity and color properties.

Orion’s product portfolio is organized into two core segments: Rubber and Specialty and Chemical Specialties.