Cabot (NYSE:CBT) Posts Quarterly Earnings Results

Cabot (NYSE:CBT) posted its quarterly earnings results on Tuesday. The specialty chemicals company reported $1.61 earnings per share for the quarter, topping the consensus estimate of $1.47 by $0.14, Zacks reports. The firm had revenue of $904.00 million for the quarter, compared to analyst estimates of $900.31 million. Cabot had a return on equity of 21.28% and a net margin of 7.97%.The business’s quarterly revenue was down 3.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.90 EPS. Cabot updated its FY 2026 guidance to 6.000-6.50 EPS.

Cabot Price Performance

Shares of NYSE:CBT traded down $1.10 during trading on Thursday, reaching $81.31. 145,693 shares of the company traded hands, compared to its average volume of 433,347. The company’s 50 day moving average is $73.83 and its two-hundred day moving average is $70.35. The firm has a market capitalization of $4.25 billion, a PE ratio of 15.39, a PEG ratio of 10.41 and a beta of 0.78. The company has a quick ratio of 1.09, a current ratio of 1.67 and a debt-to-equity ratio of 0.49. Cabot has a 52 week low of $58.33 and a 52 week high of $85.27.

Cabot Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Friday, May 29th will be given a dividend of $0.4725 per share. This represents a $1.89 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Friday, May 29th. This is a positive change from Cabot’s previous quarterly dividend of $0.45. Cabot’s dividend payout ratio is currently 31.52%.

Institutional Trading of Cabot

A number of institutional investors have recently modified their holdings of CBT. Global Retirement Partners LLC lifted its position in shares of Cabot by 1,606.9% during the 4th quarter. Global Retirement Partners LLC now owns 495 shares of the specialty chemicals company’s stock valued at $33,000 after acquiring an additional 466 shares during the period. Danske Bank A S bought a new stake in shares of Cabot during the 3rd quarter worth $38,000. Geneos Wealth Management Inc. lifted its position in shares of Cabot by 409.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 453 shares of the specialty chemicals company’s stock worth $38,000 after buying an additional 364 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its position in shares of Cabot by 709.1% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 534 shares of the specialty chemicals company’s stock worth $41,000 after buying an additional 468 shares during the last quarter. Finally, Advisory Services Network LLC bought a new stake in shares of Cabot during the 3rd quarter worth $57,000. 93.18% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have weighed in on CBT shares. Jefferies Financial Group reaffirmed a “buy” rating and set a $85.00 price target on shares of Cabot in a research report on Wednesday, February 4th. UBS Group boosted their price target on Cabot from $74.00 to $81.00 and gave the stock a “neutral” rating in a research report on Thursday, February 5th. Zacks Research raised Cabot from a “strong sell” rating to a “hold” rating in a report on Tuesday, January 27th. Finally, Mizuho boosted their target price on Cabot from $75.00 to $80.00 and gave the stock a “neutral” rating in a report on Wednesday. One investment analyst has rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $75.00.

Key Headlines Impacting Cabot

Here are the key news stories impacting Cabot this week:

• Positive Sentiment: Q2 adjusted EPS beat estimates — Cabot reported adjusted EPS of $1.61, beating consensus as battery‑materials demand and a favorable product mix helped offset weaker pricing, supporting margin resilience. Cabot Q2 Earnings Beat Estimates on Battery Materials Strength
• Positive Sentiment: Dividend increase — Cabot raised its quarterly dividend 5% (annualized to $1.89), which supports income investors and signals confidence in cash flow. Cabot Corporation Reports Second Quarter Fiscal Year 2026 Results
• Positive Sentiment: ESG recognition — The company won two 2026 Responsible Care® awards for waste & water stewardship and facility safety, strengthening its sustainability/operational credibility. Cabot Corporation Wins Responsible Care® Awards for Exceptional Safety and Sustainability Performance
• Positive Sentiment: Cost actions — Management is targeting roughly $22M of run‑rate savings from capacity cuts and asset optimization, which should help protect margins going forward. Cabot reaffirms FY2026 adjusted EPS of $6.0-$6.50 while targeting $22M run-rate savings from
• Neutral Sentiment: Guidance reaffirmed — Cabot kept FY2026 adjusted EPS guidance of $6.00–$6.50 (roughly in line with street estimates), so there was no upside revision to accelerate sentiment. Cabot reaffirms FY2026 adjusted EPS of $6.0-$6.50 while targeting $22M run-rate savings from
• Neutral Sentiment: Analyst view mixed — Mizuho bumped its price target to $80 but kept a neutral rating, signaling limited near‑term upside from current levels. Benzinga
• Neutral Sentiment: Earnings call tone cautious — Management balanced growth commentary with headwinds (pricing pressure, softer volumes); full transcript available for details. Cabot Corporation (CBT) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Revenue and profit compression — Quarterly revenue fell ~3.4% YoY and GAAP EPS and net income were lower versus last year; management cited weaker pricing in parts of the business. Cabot Corporation Reports Second Quarter Fiscal Year 2026 Results
• Negative Sentiment: Planned plant closures — The company is pursuing asset optimization with intentions to close some manufacturing operations in South America and Europe, which could trigger restructuring costs and operational disruption. Cabot Corporation Reports Second Quarter Fiscal Year 2026 Results

About Cabot

Cabot Corporation is a global specialty chemicals and performance materials company headquartered in Boston, Massachusetts. Founded in 1882 by Godfrey Lowell Cabot, the company has grown into a diversified manufacturer with operations across North America, Europe, Asia and Latin America. Cabot serves a wide range of end markets, including automotive, industrial, energy, and consumer products, supplying essential ingredients that enhance performance, durability and functionality.

The company operates two primary segments: Reinforcement Materials and Performance Materials.