During the third quarter, Keybank National Association OH increased its stake in LyondellBasell Industries N.V. by 234.7%, acquiring 35,841 additional shares. Following the purchase, the institution holds 51,109 shares valued at approximately $2.5 million. This significant build-up contributes to a broader trend in which 71.2% of LYB’s outstanding stock is held by hedge funds and other institutional investors. Notable recent moves include modest position increases from New York Life Investment Management LLC, State of Michigan Retirement System, Cooper Financial Group, U.S. Capital Wealth Advisors LLC and Alan B. Lancz & Associates Inc.

In the fourth quarter, LYB reported revenue of $7.09 billion, exceeding consensus estimates of $6.82 billion but marking a 9.2% decline year-over-year. Earnings per share came in at a loss of $0.26, missing the consensus profit estimate of $0.18. The company recorded a negative net margin of 2.46% and generated a 4.94% return on equity. At quarter-end, LyondellBasell held a debt-to-equity ratio of 1.20, a quick ratio of 1.20 and a current ratio of 1.77. Analysts project full-year EPS of 6.31 for the current fiscal year.

The consensus rating on LYB stands at “Reduce,” based on two Buy ratings, seventeen Hold ratings and five Sell ratings, with an average target of $52.79. Recent analyst actions include an upgrade from Zacks Research to Hold, an “Equal Weight” rating from Wells Fargo, a “Sector Perform” from RBC, and downgrades or target cuts by BMO Capital Markets and Jefferies. Insider trading activity saw EVP Kimberly A. Foley add 5,661 shares to her position, boosting her total holdings by 9.1% to 67,688 shares, reflecting continued executive confidence in long-term value creation. LyondellBasell also maintained its quarterly dividend at $1.37 per share, representing an annual yield near 10.9%.