Celanese (NYSE:CE) Issues Earnings Results

Celanese (NYSE:CE) announced its earnings results on Tuesday. The basic materials company reported $0.67 earnings per share for the quarter, missing the consensus estimate of $0.89 by ($0.22), Zacks reports. The firm had revenue of $2.20 billion during the quarter, compared to analysts’ expectations of $2.25 billion. Celanese had a negative net margin of 31.85% and a positive return on equity of 9.87%. The company’s revenue was down 6.5% compared to the same quarter last year. During the same period in the prior year, the company posted $1.45 EPS. Celanese updated its Q1 2026 guidance to 0.700-0.850 EPS.

Celanese Stock Performance

CE opened at $55.63 on Wednesday. The firm has a market capitalization of $6.09 billion, a PE ratio of -1.97 and a beta of 1.12. The firm’s 50-day moving average price is $46.81 and its 200 day moving average price is $44.04. Celanese has a twelve month low of $35.13 and a twelve month high of $70.30. The company has a current ratio of 1.63, a quick ratio of 1.04 and a debt-to-equity ratio of 2.66.

Celanese Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be given a dividend of $0.03 per share. The ex-dividend date is Tuesday, February 24th. This represents a $0.12 dividend on an annualized basis and a yield of 0.2%. Celanese’s payout ratio is presently -0.42%.

Trending Headlines about Celanese

Here are the key news stories impacting Celanese this week:

• Positive Sentiment: Insiders have been buying shares recently and the company reported higher cash & cash equivalents year‑over‑year, which can signal management confidence and provide liquidity as it executes its strategy. Celanese Corporation (CE) Stock Rises on Q4 2025 Earnings
• Positive Sentiment: Operating cash flow remained positive (reported ~$447M), and capex was down year‑over‑year, supporting near‑term free cash flow and deleveraging capacity. Celanese Corporation (CE) Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: Management is prioritizing deleveraging, a strategic positive over time but likely weighing on near‑term earnings investment and investor sentiment. Celanese earnings on deck as deleveraging takes center stage
• Negative Sentiment: Q4 EPS missed materially: $0.67 vs. consensus ~$0.89 (Zacks report), signaling weaker profitability versus expectations. Celanese (CE) Q4 Earnings and Revenues Lag Estimates
• Negative Sentiment: Revenue also missed (reported $2.20B vs. ~$2.25B consensus) and was down ~6–7% year‑over‑year, underscoring demand/headwinds across segments. Celanese (CE) Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Management set Q1 2026 EPS guidance at $0.70–$0.85, below the Street (~$0.91), which is a direct driver of today’s negative reaction. (Guidance release tied to the earnings announcement.)
• Negative Sentiment: Profitability metrics weakened (gross/operating profit declines, negative net margin reported) and the company carries elevated leverage (debt/equity ~2.66), increasing sensitivity to slower cash flow and amplifying risk to earnings recovery. Celanese Corporation Reports Full Year 2025 and Fourth Quarter Earnings

Wall Street Analysts Forecast Growth

CE has been the topic of several research reports. Wells Fargo & Company restated an “equal weight” rating and set a $45.00 price objective (down from $55.00) on shares of Celanese in a report on Friday, December 19th. Zacks Research downgraded shares of Celanese from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 20th. Royal Bank Of Canada upped their price objective on shares of Celanese from $43.00 to $48.00 and gave the company a “sector perform” rating in a report on Friday, January 16th. Mizuho raised their target price on Celanese from $45.00 to $55.00 and gave the stock a “neutral” rating in a research note on Wednesday. Finally, Tudor Pickering raised shares of Celanese from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 11th. Seven investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $55.22.

Insider Transactions at Celanese

In related news, CFO Chuck Kyrish purchased 5,000 shares of Celanese stock in a transaction dated Tuesday, December 9th. The shares were acquired at an average price of $41.03 per share, for a total transaction of $205,150.00. Following the acquisition, the chief financial officer directly owned 10,914 shares in the company, valued at approximately $447,801.42. The trade was a 84.55% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.26% of the stock is currently owned by insiders.

Institutional Trading of Celanese

Hedge funds and other institutional investors have recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Celanese by 41.7% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 32,450 shares of the basic materials company’s stock worth $1,842,000 after acquiring an additional 9,543 shares in the last quarter. NewEdge Advisors LLC raised its stake in Celanese by 265.2% during the 1st quarter. NewEdge Advisors LLC now owns 5,032 shares of the basic materials company’s stock valued at $286,000 after acquiring an additional 3,654 shares during the last quarter. EverSource Wealth Advisors LLC grew its position in Celanese by 144.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,276 shares of the basic materials company’s stock valued at $71,000 after buying an additional 755 shares during the last quarter. Baird Financial Group Inc. boosted its holdings in shares of Celanese by 42.1% in the second quarter. Baird Financial Group Inc. now owns 7,768 shares of the basic materials company’s stock valued at $430,000 after acquiring an additional 2,303 shares in the last quarter. Finally, California Public Employees Retirement System increased its position in Celanese by 6.5% during the 2nd quarter. California Public Employees Retirement System now owns 184,980 shares of the basic materials company’s stock worth $10,235,000 after purchasing an additional 11,347 shares during the period. 98.87% of the stock is owned by institutional investors and hedge funds.

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.