LyondellBasell Moves To Sell European Assets As It Shifts Toward Circular, Renewable Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 05 2025
0mins
Should l Buy LYB?
Source: Benzinga
LyondellBasell's Asset Sale: LyondellBasell Industries has entered exclusive negotiations with AEQUITA for the sale of certain European olefins and polyolefins assets, including facilities in France, Germany, the UK, and Spain, with a transaction expected to close in the first half of 2026.
Financial Performance and Stock Update: The company's shares rose 0.18% premarket, following a quarterly dividend announcement and a first-quarter revenue report that exceeded estimates, although adjusted EPS fell short of expectations.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy LYB?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on LYB
Wall Street analysts forecast LYB stock price to fall
15 Analyst Rating
1 Buy
11 Hold
3 Sell
Hold
Current: 73.130
Low
36.00
Averages
47.29
High
57.00
Current: 73.130
Low
36.00
Averages
47.29
High
57.00
About LYB
LyondellBasell Industries N.V. is a global, independent chemical company creating solutions for everyday sustainable living. The Company's segments include Olefins and Polyolefins-Americas (O&P-Americas), Olefins and Polyolefins-Europe, Asia, International (O&P-EAI), Intermediates and Derivatives (I&D), Advanced Polymer Solutions (APS), and Technology. The O&P-Americas and O&P-EAI segments produces and markets olefins and co-products, polyethylene, and polypropylene. The I&D segment produces and markets propylene oxide (PO) and its derivatives, oxyfuels and related products, and intermediate chemicals, such as styrene monomer (SM), and acetyls. The APS segment produces and markets compounding and solutions, such as polypropylene compounds, engineered plastics, masterbatches, engineered composites, colors, and powders. The Technology segment develops and licenses chemical and polyolefin process technologies and manufactures and sells polyolefin catalysts.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
LyondellBasell Named a Top Stock Amid Iran Conflict
- Strong Stock Performance: LyondellBasell Industries NV (NYSE:LYB) has seen its shares rise by 32.5% over the past year and 71.5% year-to-date, indicating robust market performance and investor confidence.
- Analyst Rating Upgrade: Citigroup raised LyondellBasell's price target from $49 to $76 in March and upgraded its rating from Neutral to Buy, reflecting optimistic expectations for the company's future growth.
- Earnings Growth Forecast: Citi anticipates a 31% increase in LyondellBasell's operating income, driven by market changes due to the Iranian conflict, although uncertainties regarding the conflict's duration remain a concern.
- Competitive Market Advantage: Amid the Iranian conflict, LyondellBasell is positioned to benefit from lower margins for North American chemical producers, further solidifying its competitive stance in the global chemical industry.
See More
Citigroup Upgrades U.S. Stocks to Overweight Amid Iran Conflict Outlook
- Optimistic Market Outlook: Citigroup upgraded U.S. stocks to overweight from neutral on Monday, citing the eventual end of the U.S.-Iran conflict as a catalyst for market gains, indicating a positive outlook for year-end equities.
- S&P 500 Recovery: The S&P 500 closed at 6,886.24 on Monday, erasing losses since the conflict began, demonstrating market resilience in the face of geopolitical risks and reflecting a recovery in investor confidence.
- Sector Recommendations: Citigroup recommends investors focus on materials, healthcare, and tech stocks, with materials being the best-performing S&P 500 sector this year, up over 14%, while healthcare stocks like Moderna and DaVita have surged 72% and 33%, respectively, showcasing sector performance disparities.
- Institutional Attitude Shift: Following BlackRock, Citigroup becomes the second major institution this week to adopt a more positive stance on U.S. stocks, signaling growing confidence in the U.S. economic recovery, which may attract more capital inflows into the equity market.
See More
LyondellBasell Releases Proxy Materials for 2026 AGM
- AGM Announcement: LyondellBasell has scheduled its annual general meeting for May 22, 2026, at 8 a.m. Central European Summer Time, allowing shareholders to access proxy materials online, ensuring transparency and convenience.
- Proxy Material Access: The company has filed its 2025 annual report and 2026 proxy statement with the SEC, available on the investor website, and shareholders can request hard copies at no charge, reflecting the company's commitment to its investors.
- Environmental and Cost Savings: By opting for the SEC's Notice and Access rules, LyondellBasell aims to minimize environmental impact and reduce printing costs for proxy materials, showcasing its dedication to sustainability.
- Voting Rights Notification: Shareholders of record as of April 24, 2026, are entitled to vote, with voting instructions provided in the proxy materials and notice, ensuring shareholders can easily participate in corporate governance.
See More
Dow and Lyondell Shares Decline Following Oil Price Drop; Analyst Recommends Buying Opportunity.
- Stock Upgrades: Shares of commodity chemical makers Dow and LyondellBasell have been upgraded to a Buy rating.
- Market Performance: This upgrade follows a notably poor performance day for these companies.
See More
LyondellBasell Shares Drop Amid US-Iran Ceasefire
- Stock Decline: LyondellBasell's shares fell by 7.53% on Wednesday, closing at $74.22, primarily due to investors selling off positions following a ceasefire agreement between the US and Iran, indicating market concerns about the chemical industry's future outlook.
- Industry Impact: Chemical manufacturers like LyondellBasell had benefited from a month of missile strikes that disrupted supply and raised commodity prices, but the ceasefire's announcement quickly reversed this favorable situation, potentially leading to a decline in future earnings.
- Earnings Forecast: LyondellBasell is set to announce its first-quarter earnings on May 1 before market open, with a conference call to discuss results, as market expectations become cautiously optimistic amid volatility in feedstock and energy prices.
- Market Outlook: Despite challenges, tight inventories and seasonal demand in North America are expected to support polyethylene prices, while seasonal trends in Europe may improve demand, demonstrating the company's resilience in an uncertain environment.
See More
LyondellBasell Stock Surges Amid War Dynamics
- Stock Surge: LyondellBasell's share price soared by 40.1% in March, significantly outperforming the S&P 500's 5.1% decline, indicating strong market performance amid volatility and reflecting investor optimism about future demand.
- Market Dynamics Impact: The war between the U.S. and Iran has disrupted oil flow through the Strait of Hormuz, improving LyondellBasell's demand outlook, with analysts predicting that 11% to 15% of global ethylene and polyethylene production is affected, creating potential market opportunities for the company.
- Rating Upgrades: KeyBanc upgraded LyondellBasell's rating from sector weight to overweight, setting a one-year price target of $73, reflecting analysts' confidence in the company's future profitability and further driving stock price increases.
- April Pullback: Despite strong performance in March, LyondellBasell's stock has fallen by 7.9% in April, partly due to investor optimism about a potential resolution to the Iran conflict and Bank of America's downgrade to underperform, indicating market concerns about the sustainability of the stock's rally.
See More
LyondellBasell Named a Top Stock Amid Iran Conflict
- Strong Stock Performance: LyondellBasell Industries NV (NYSE:LYB) has seen its shares rise by 32.5% over the past year and 71.5% year-to-date, indicating robust market performance and investor confidence.
- Analyst Rating Upgrade: Citigroup raised LyondellBasell's price target from $49 to $76 in March and upgraded its rating from Neutral to Buy, reflecting optimistic expectations for the company's future growth.
- Earnings Growth Forecast: Citi anticipates a 31% increase in LyondellBasell's operating income, driven by market changes due to the Iranian conflict, although uncertainties regarding the conflict's duration remain a concern.
- Competitive Market Advantage: Amid the Iranian conflict, LyondellBasell is positioned to benefit from lower margins for North American chemical producers, further solidifying its competitive stance in the global chemical industry.
See More
Citigroup Upgrades U.S. Stocks to Overweight Amid Iran Conflict Outlook
- Optimistic Market Outlook: Citigroup upgraded U.S. stocks to overweight from neutral on Monday, citing the eventual end of the U.S.-Iran conflict as a catalyst for market gains, indicating a positive outlook for year-end equities.
- S&P 500 Recovery: The S&P 500 closed at 6,886.24 on Monday, erasing losses since the conflict began, demonstrating market resilience in the face of geopolitical risks and reflecting a recovery in investor confidence.
- Sector Recommendations: Citigroup recommends investors focus on materials, healthcare, and tech stocks, with materials being the best-performing S&P 500 sector this year, up over 14%, while healthcare stocks like Moderna and DaVita have surged 72% and 33%, respectively, showcasing sector performance disparities.
- Institutional Attitude Shift: Following BlackRock, Citigroup becomes the second major institution this week to adopt a more positive stance on U.S. stocks, signaling growing confidence in the U.S. economic recovery, which may attract more capital inflows into the equity market.
See More
LyondellBasell Releases Proxy Materials for 2026 AGM
- AGM Announcement: LyondellBasell has scheduled its annual general meeting for May 22, 2026, at 8 a.m. Central European Summer Time, allowing shareholders to access proxy materials online, ensuring transparency and convenience.
- Proxy Material Access: The company has filed its 2025 annual report and 2026 proxy statement with the SEC, available on the investor website, and shareholders can request hard copies at no charge, reflecting the company's commitment to its investors.
- Environmental and Cost Savings: By opting for the SEC's Notice and Access rules, LyondellBasell aims to minimize environmental impact and reduce printing costs for proxy materials, showcasing its dedication to sustainability.
- Voting Rights Notification: Shareholders of record as of April 24, 2026, are entitled to vote, with voting instructions provided in the proxy materials and notice, ensuring shareholders can easily participate in corporate governance.
See More
Dow and Lyondell Shares Decline Following Oil Price Drop; Analyst Recommends Buying Opportunity.
- Stock Upgrades: Shares of commodity chemical makers Dow and LyondellBasell have been upgraded to a Buy rating.
- Market Performance: This upgrade follows a notably poor performance day for these companies.
See More
LyondellBasell Shares Drop Amid US-Iran Ceasefire
- Stock Decline: LyondellBasell's shares fell by 7.53% on Wednesday, closing at $74.22, primarily due to investors selling off positions following a ceasefire agreement between the US and Iran, indicating market concerns about the chemical industry's future outlook.
- Industry Impact: Chemical manufacturers like LyondellBasell had benefited from a month of missile strikes that disrupted supply and raised commodity prices, but the ceasefire's announcement quickly reversed this favorable situation, potentially leading to a decline in future earnings.
- Earnings Forecast: LyondellBasell is set to announce its first-quarter earnings on May 1 before market open, with a conference call to discuss results, as market expectations become cautiously optimistic amid volatility in feedstock and energy prices.
- Market Outlook: Despite challenges, tight inventories and seasonal demand in North America are expected to support polyethylene prices, while seasonal trends in Europe may improve demand, demonstrating the company's resilience in an uncertain environment.
See More
LyondellBasell Stock Surges Amid War Dynamics
- Stock Surge: LyondellBasell's share price soared by 40.1% in March, significantly outperforming the S&P 500's 5.1% decline, indicating strong market performance amid volatility and reflecting investor optimism about future demand.
- Market Dynamics Impact: The war between the U.S. and Iran has disrupted oil flow through the Strait of Hormuz, improving LyondellBasell's demand outlook, with analysts predicting that 11% to 15% of global ethylene and polyethylene production is affected, creating potential market opportunities for the company.
- Rating Upgrades: KeyBanc upgraded LyondellBasell's rating from sector weight to overweight, setting a one-year price target of $73, reflecting analysts' confidence in the company's future profitability and further driving stock price increases.
- April Pullback: Despite strong performance in March, LyondellBasell's stock has fallen by 7.9% in April, partly due to investor optimism about a potential resolution to the Iran conflict and Bank of America's downgrade to underperform, indicating market concerns about the sustainability of the stock's rally.
See More
