M&G PLC Reduces Methanex Holdings by 303,555 Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 17 2026
0mins
Source: Fool
- Transaction Overview: M&G PLC sold 303,555 shares of Methanex in Q1 2026, with an estimated transaction value of $15.27 million, reflecting the company's strategic flexibility in navigating market fluctuations.
- Position Value Change: Despite the reduction, the quarter-end value of Methanex holdings increased by $236.93 million, indicating significant share price appreciation and the dual impact of trading activity.
- Asset Management Proportion: This transaction reduced Methanex's share to 4% of M&G PLC's reportable U.S. equity assets, making it the fourth largest holding, underscoring its importance in the investment portfolio.
- Market Performance Analysis: As of May 15, 2026, Methanex shares were priced at $63.38, up 89.5% year-over-year, demonstrating strong performance in the chemicals sector and M&G's ongoing interest in its future potential.
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Analyst Views on MEOH
Wall Street analysts forecast MEOH stock price to fall
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 60.140
Low
38.00
Averages
49.67
High
65.00
Current: 60.140
Low
38.00
Averages
49.67
High
65.00
About MEOH
Methanex Corporation is a Canada-based producer and supplier of methanol globally. It serves customers in Asia Pacific, North America, Europe and South America. Its total annual operating capacity, including Methanex's interests in jointly owned plants, is over 10.6 million tons and is located in the United States, New Zealand, Trinidad and Tobago, Chile, Egypt, and Canada. In addition to the methanol produced at its sites, it purchases methanol produced by others under methanol offtake contracts and on the spot market. In the United States, its plants in Geismar, Louisiana, have the capability to serve global methanol demand. Its New Zealand production site supplies methanol primarily to customers in Asia Pacific. Its Chile production site supplies methanol to customers in South America and Asia Pacific. Its Egypt plant (Methanex interest 50%) is located on the Mediterranean Sea and primarily supplies methanol to domestic and European customers, but can also supply customers in Asia.
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.
Chemical Industry Poised for Demand Recovery
- Demand Recovery Trend: The chemical industry is expected to benefit from a rebound in demand in the automotive and construction markets, particularly as the end of customer inventory destocking will further drive chemical demand growth following last year's lows.
- Strategic Measures Implementation: Industry participants are implementing strategic measures such as cost-cutting and price increases to counter rising raw material and logistics costs, thereby sustaining margins amid the current macroeconomic environment.
- Market Performance Analysis: Despite the chemical industry's 10.8% gain over the past year, which lags behind the S&P 500's 30.2% and the broader basic materials sector's 36.8%, its Zacks industry rank places it in the top 42%, indicating potential for future growth.
- Stock Outlook: Companies like Dow (DOW) and Albemarle (ALB) are projected to achieve significant earnings growth of 352.1% and 1,675.9% respectively for 2026, reflecting strong market confidence and investment potential.
See More
M&G PLC Reduces Methanex Holdings by 303,555 Shares
- Transaction Overview: M&G PLC sold 303,555 shares of Methanex in Q1 2026, with an estimated transaction value of $15.27 million, reflecting the company's strategic flexibility in navigating market fluctuations.
- Position Value Change: Despite the reduction, the quarter-end value of Methanex holdings increased by $236.93 million, indicating significant share price appreciation and the dual impact of trading activity.
- Asset Management Proportion: This transaction reduced Methanex's share to 4% of M&G PLC's reportable U.S. equity assets, making it the fourth largest holding, underscoring its importance in the investment portfolio.
- Market Performance Analysis: As of May 15, 2026, Methanex shares were priced at $63.38, up 89.5% year-over-year, demonstrating strong performance in the chemicals sector and M&G's ongoing interest in its future potential.
See More
Hartree Partners Acquires New Position in Methanex
- New Investment Position: On May 12, 2026, Hartree Partners acquired 214,859 shares of Methanex, valued at approximately $10.81 million, marking a new investment position that is expected to enhance its competitiveness in the chemical market.
- Significant Stake: Following this transaction, Methanex represents 2.74% of Hartree Partners' reportable AUM, indicating its importance in Hartree's investment portfolio, which may influence future investment decisions.
- Strong Performance Growth: Methanex's first-quarter adjusted EBITDA rose from $186 million to $220 million, reflecting robust performance in the global methanol market, with future price expectations indicating further increases, enhancing investment appeal.
- Optimistic Market Outlook: With rising global methanol prices, Methanex's production and supply chain integration capabilities are poised to capture greater market share, and Hartree's investment signals an optimistic outlook on future supply-demand dynamics.
See More
PCJ Investment Counsel Liquidates Entire Methanex Position
- Liquidation Trade: PCJ Investment Counsel disclosed in an SEC filing dated May 11, 2026, that it sold all 208,630 shares of Methanex, with an estimated transaction value of $10.50 million, reducing its stake from 2.0% to 0%.
- Asset Change: This transaction resulted in a 2.98% decrease in reportable assets under management for PCJ, with Methanex's position value dropping by $8.28 million from the previous quarter, indicating a waning confidence in the stock.
- Market Reaction: As a leading global methanol producer, Methanex's stock has surged over the past year; however, analysts express concerns about its valuation and short-term profitability challenges, particularly with the impending expiration of the Titan plant contract in Trinidad.
- Investment Advice: Despite the rising stock price, Methanex reported a net loss of $44.85 million over the past 12 months, and the Motley Fool analyst team did not include it in their current list of top investment stocks, suggesting investors should carefully evaluate its long-term investment potential.
See More
PCJ Investment Counsel Liquidates Entire Methanex Holdings
- Complete Liquidation: PCJ Investment Counsel disclosed in a May 11, 2026 SEC filing that it has liquidated its entire Methanex holdings by selling 208,630 shares for an estimated $10.50 million, indicating a cautious outlook on the stock's future performance.
- Declining Position Value: The value of Methanex's position dropped by $8.28 million from the previous quarter, reflecting investor concerns about the company's profitability, particularly with uncertainties surrounding the expiration of the Titan plant contract in September 2026.
- Stock Performance: As of May 11, 2026, Methanex shares were priced at $63.35, up 95.28% over the past year, yet analysts suggest the company may be overvalued and face challenges to its profitability in the short term.
- Industry Volatility Impact: The energy sector has recently experienced volatility due to geopolitical factors affecting fuel supply and pricing; despite the rising stock price, Methanex reported a net loss of $44.85 million over the trailing 12 months, highlighting the complexities of the market environment.
See More
METHANEX CORP: SCOTIABANK INCREASES TARGET PRICE FROM $70 TO $80
- Company Update: Methanex Corporation has received a price target increase from Scotia Bank.
- New Price Target: The new price target is set at $80, up from the previous target of $70.
See More
Chemical Industry Poised for Demand Recovery
- Demand Recovery Trend: The chemical industry is expected to benefit from a rebound in demand in the automotive and construction markets, particularly as the end of customer inventory destocking will further drive chemical demand growth following last year's lows.
- Strategic Measures Implementation: Industry participants are implementing strategic measures such as cost-cutting and price increases to counter rising raw material and logistics costs, thereby sustaining margins amid the current macroeconomic environment.
- Market Performance Analysis: Despite the chemical industry's 10.8% gain over the past year, which lags behind the S&P 500's 30.2% and the broader basic materials sector's 36.8%, its Zacks industry rank places it in the top 42%, indicating potential for future growth.
- Stock Outlook: Companies like Dow (DOW) and Albemarle (ALB) are projected to achieve significant earnings growth of 352.1% and 1,675.9% respectively for 2026, reflecting strong market confidence and investment potential.
See More
M&G PLC Reduces Methanex Holdings by 303,555 Shares
- Transaction Overview: M&G PLC sold 303,555 shares of Methanex in Q1 2026, with an estimated transaction value of $15.27 million, reflecting the company's strategic flexibility in navigating market fluctuations.
- Position Value Change: Despite the reduction, the quarter-end value of Methanex holdings increased by $236.93 million, indicating significant share price appreciation and the dual impact of trading activity.
- Asset Management Proportion: This transaction reduced Methanex's share to 4% of M&G PLC's reportable U.S. equity assets, making it the fourth largest holding, underscoring its importance in the investment portfolio.
- Market Performance Analysis: As of May 15, 2026, Methanex shares were priced at $63.38, up 89.5% year-over-year, demonstrating strong performance in the chemicals sector and M&G's ongoing interest in its future potential.
See More
Hartree Partners Acquires New Position in Methanex
- New Investment Position: On May 12, 2026, Hartree Partners acquired 214,859 shares of Methanex, valued at approximately $10.81 million, marking a new investment position that is expected to enhance its competitiveness in the chemical market.
- Significant Stake: Following this transaction, Methanex represents 2.74% of Hartree Partners' reportable AUM, indicating its importance in Hartree's investment portfolio, which may influence future investment decisions.
- Strong Performance Growth: Methanex's first-quarter adjusted EBITDA rose from $186 million to $220 million, reflecting robust performance in the global methanol market, with future price expectations indicating further increases, enhancing investment appeal.
- Optimistic Market Outlook: With rising global methanol prices, Methanex's production and supply chain integration capabilities are poised to capture greater market share, and Hartree's investment signals an optimistic outlook on future supply-demand dynamics.
See More
PCJ Investment Counsel Liquidates Entire Methanex Position
- Liquidation Trade: PCJ Investment Counsel disclosed in an SEC filing dated May 11, 2026, that it sold all 208,630 shares of Methanex, with an estimated transaction value of $10.50 million, reducing its stake from 2.0% to 0%.
- Asset Change: This transaction resulted in a 2.98% decrease in reportable assets under management for PCJ, with Methanex's position value dropping by $8.28 million from the previous quarter, indicating a waning confidence in the stock.
- Market Reaction: As a leading global methanol producer, Methanex's stock has surged over the past year; however, analysts express concerns about its valuation and short-term profitability challenges, particularly with the impending expiration of the Titan plant contract in Trinidad.
- Investment Advice: Despite the rising stock price, Methanex reported a net loss of $44.85 million over the past 12 months, and the Motley Fool analyst team did not include it in their current list of top investment stocks, suggesting investors should carefully evaluate its long-term investment potential.
See More
PCJ Investment Counsel Liquidates Entire Methanex Holdings
- Complete Liquidation: PCJ Investment Counsel disclosed in a May 11, 2026 SEC filing that it has liquidated its entire Methanex holdings by selling 208,630 shares for an estimated $10.50 million, indicating a cautious outlook on the stock's future performance.
- Declining Position Value: The value of Methanex's position dropped by $8.28 million from the previous quarter, reflecting investor concerns about the company's profitability, particularly with uncertainties surrounding the expiration of the Titan plant contract in September 2026.
- Stock Performance: As of May 11, 2026, Methanex shares were priced at $63.35, up 95.28% over the past year, yet analysts suggest the company may be overvalued and face challenges to its profitability in the short term.
- Industry Volatility Impact: The energy sector has recently experienced volatility due to geopolitical factors affecting fuel supply and pricing; despite the rising stock price, Methanex reported a net loss of $44.85 million over the trailing 12 months, highlighting the complexities of the market environment.
See More
METHANEX CORP: SCOTIABANK INCREASES TARGET PRICE FROM $70 TO $80
- Company Update: Methanex Corporation has received a price target increase from Scotia Bank.
- New Price Target: The new price target is set at $80, up from the previous target of $70.
See More
