Celanese (NYSE:CE) Releases FY 2026 Earnings Guidance

Celanese (NYSE:CE) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 6.000-6.250 for the period, compared to the consensus earnings per share estimate of 6.000.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. BMO Capital Markets cut their price target on Celanese from $57.00 to $54.00 and set a “market perform” rating on the stock in a research note on Wednesday, August 5th. Royal Bank Of Canada lifted their price objective on Celanese from $45.00 to $46.00 and gave the stock a “sector perform” rating in a research note on Tuesday, October 13th. JPMorgan Chase & Co. upped their price objective on Celanese from $76.00 to $77.00 and gave the company an “overweight” rating in a report on Wednesday. Barclays upped their price objective on Celanese from $49.00 to $57.00 and gave the company an “equal weight” rating in a report on Wednesday. Finally, Morgan Stanley cut their target price on Celanese from $72.00 to $58.00 and set an “equal weight” rating on the stock in a research note on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $61.88.

Celanese Price Performance

CE opened at $49.72 on Thursday. The stock has a market cap of $5.46 billion, a P/E ratio of 8.96, a P/E/G ratio of 0.36 and a beta of 0.72. Celanese has a 12 month low of $35.13 and a 12 month high of $70.70. The company has a quick ratio of 0.87, a current ratio of 1.26 and a debt-to-equity ratio of 2.19. The company has a fifty day simple moving average of $46.28 and a 200 day simple moving average of $51.43.

Celanese (NYSE:CE) last posted its earnings results on Monday, November 2nd. The basic materials company reported $1.65 earnings per share for the quarter, topping the consensus estimate of $1.56 by $0.09. Celanese had a return on equity of 13.63% and a net margin of 2.66%. The firm had revenue of $2.56 billion for the quarter, compared to analyst estimates of $2.62 billion. During the same period in the previous year, the company posted $1.34 earnings per share. The company’s revenue for the quarter was up 5.7% on a year-over-year basis. On average, research analysts expect that Celanese will post 6.01 EPS for the current year.

Celanese Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Tuesday, October 27th will be given a dividend of $0.03 per share. The ex-dividend date of this dividend is Tuesday, October 27th. This represents a $0.12 dividend on an annualized basis and a dividend yield of 0.2%. Celanese’s dividend payout ratio (DPR) is currently -1.12%.

Insider Buying and Selling at Celanese

In other Celanese news, SVP Mark Murray acquired 2,153 shares of the business’s stock in a transaction dated Tuesday, August 11th. The shares were acquired at an average price of $45.52 per share, for a total transaction of $98,004.56. Following the acquisition, the senior vice president directly owned 30,432 shares of the company’s stock, valued at approximately $1,385,264.64. This trade represents a 7.61% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.34% of the stock is owned by company insiders.

More Celanese News

Here are the key news stories impacting Celanese this week:

• Positive Sentiment: Celanese beat third-quarter EPS expectations, reporting $1.65 versus the $1.56 consensus, helped by pricing and commercial execution. It also raised its 2026 adjusted EPS outlook to $6.00–$6.25, compared with the prior $6.00 consensus. Celanese Q3 Earnings Beat Estimates on Pricing Strength, Sales Miss
• Positive Sentiment: Management is targeting $700 million–$800 million in 2027 free cash flow, citing expected cost and interest savings. Progress toward that goal could strengthen the company’s finances. Celanese targets $700M-$800M 2027 free cash flow
• Positive Sentiment: Several firms raised price targets after the results. Deutsche Bank lifted its target to $60 and maintained Buy; Barclays raised its target to $57, while keeping an Equal Weight rating. Deutsche Bank adjusts Celanese price target Barclays issues positive forecast for Celanese
• Neutral Sentiment: Celanese announced price increases for select polyamide and polyester products in Asia, which could support revenue or margins if customers accept the higher prices. Celanese increases select polyamide and polyester prices in Asia
• Neutral Sentiment: The company partnered with Röchling Industrial to expand lower-carbon applications for POM, a strategic sustainability initiative whose financial impact is not yet clear. Celanese partners with Röchling to expand lower-carbon POM applications
• Negative Sentiment: Third-quarter revenue of $2.56 billion fell short of the $2.62 billion consensus. The sales miss and attention to cash-flow execution may temper enthusiasm for the earnings beat and longer-term targets.

Celanese Company Profile

Celanese Corporation (NYSE: CE) is a global chemical and specialty materials company headquartered in Irving, Texas. The company develops and manufactures engineered materials and chemical products used by manufacturers in industries including automotive, consumer goods, medical and healthcare, electronics, industrial equipment, energy and infrastructure.

Celanese operates primarily through its Engineered Materials and Acetyl Chain businesses. Its portfolio includes engineered polymers, thermoplastic compounds and other specialty materials, as well as acetyl products such as acetic acid, vinyl acetate monomer, emulsions and related intermediates.