Oppenheimer & Co. Inc. Reduces Position in Huntsman Corporation $HUN

Oppenheimer & Co. Inc. reduced its stake in Huntsman Corporation (NYSE:HUN) by 62.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 43,349 shares of the basic materials company’s stock after selling 72,232 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Huntsman were worth $389,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in HUN. SJS Investment Consulting Inc. purchased a new position in Huntsman in the 3rd quarter valued at about $33,000. IFP Advisors Inc raised its position in shares of Huntsman by 197.6% in the second quarter. IFP Advisors Inc now owns 3,661 shares of the basic materials company’s stock valued at $38,000 after buying an additional 2,431 shares during the last quarter. GAMMA Investing LLC lifted its stake in shares of Huntsman by 104.9% during the third quarter. GAMMA Investing LLC now owns 3,935 shares of the basic materials company’s stock valued at $35,000 after buying an additional 2,015 shares during the period. Strengthening Families & Communities LLC boosted its position in Huntsman by 2,182.0% during the third quarter. Strengthening Families & Communities LLC now owns 4,313 shares of the basic materials company’s stock worth $39,000 after acquiring an additional 4,124 shares during the last quarter. Finally, Bayforest Capital Ltd grew its stake in Huntsman by 986.0% in the 3rd quarter. Bayforest Capital Ltd now owns 6,505 shares of the basic materials company’s stock worth $58,000 after acquiring an additional 5,906 shares during the period. Hedge funds and other institutional investors own 84.81% of the company’s stock.

Key Stories Impacting Huntsman

Here are the key news stories impacting Huntsman this week:

• Positive Sentiment: Management flagged a targeted $100 million of cost savings in 2026 and said it is eyeing industry consolidation opportunities — a concrete margin-improvement plan that could boost earnings leverage if executed. Huntsman signals $100M cost savings in 2026
• Positive Sentiment: Board declared a quarterly cash dividend of $0.0875/share (payable Mar 31; record Mar 13), supporting yield-focused investors and reinforcing cash-return discipline. Huntsman Announces First Quarter 2026 Common Dividend
• Positive Sentiment: Insider buying by the CFO (reported purchase) can be read as management confidence in the company’s outlook and may support investor sentiment. Quiver Quantitative coverage (insider activity)
• Neutral Sentiment: Management presented its Q4 results and an earnings-call slide deck describing strategic growth initiatives amid challenging end markets — useful context but dependent on execution and timing. Huntsman Corp (HUN) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Q4 showed a wider adjusted loss (adjusted diluted loss of $0.37 vs. $0.25 a year ago) and missed the EPS consensus (reported -$0.37 vs. -$0.29 expected). Management cited pricing pressure, weaker volumes and soft demand; revenue fell ~6.7% YoY despite a slight revenue beat — these factors cloud near-term earnings recovery. HUN Q4 Earnings Miss, Sales Top Estimates Amid Pricing Pressure
• Negative Sentiment: Unusual options activity showed heavy put buying (large volume of puts), which can indicate short-term hedging/speculation and downside pressure on the stock. Options activity / MarketBeat
• Negative Sentiment: Mizuho raised its price target modestly to $9 but kept an “underperform” rating — a signal that some sell-side analysts remain cautious and could cap upside until fundamentals improve. Mizuho price target/rating note

Huntsman Stock Performance

NYSE HUN opened at $13.38 on Thursday. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.36 and a quick ratio of 0.84. Huntsman Corporation has a 1-year low of $7.30 and a 1-year high of $18.53. The firm has a market capitalization of $2.32 billion, a P/E ratio of -8.16 and a beta of 0.70. The business’s 50-day simple moving average is $11.46 and its 200-day simple moving average is $10.18.

Huntsman (NYSE:HUN) last posted its quarterly earnings results on Tuesday, February 17th. The basic materials company reported ($0.37) EPS for the quarter, missing the consensus estimate of ($0.29) by ($0.08). The business had revenue of $1.36 billion during the quarter, compared to analysts’ expectations of $1.34 billion. Huntsman had a negative net margin of 5.00% and a negative return on equity of 3.93%. The company’s quarterly revenue was down 6.7% on a year-over-year basis. During the same quarter in the previous year, the business posted ($0.25) EPS. Equities analysts predict that Huntsman Corporation will post 0.32 EPS for the current year.

Huntsman Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be issued a dividend of $0.0875 per share. The ex-dividend date is Friday, March 13th. This represents a $0.35 annualized dividend and a dividend yield of 2.6%. Huntsman’s payout ratio is presently -18.42%.

Analyst Ratings Changes

A number of research analysts have weighed in on HUN shares. Royal Bank Of Canada increased their price target on Huntsman from $10.00 to $13.00 and gave the stock a “sector perform” rating in a research note on Friday, January 16th. Citigroup increased their target price on Huntsman from $10.50 to $12.00 and gave the stock a “neutral” rating in a research report on Thursday, January 15th. Zacks Research raised Huntsman from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 11th. UBS Group upped their price objective on shares of Huntsman from $9.00 to $12.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Huntsman from $20.00 to $11.00 and set an “overweight” rating on the stock in a research report on Monday, November 10th. Two research analysts have rated the stock with a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Reduce” and a consensus price target of $11.09.

About Huntsman

Huntsman Corporation is a global manufacturer and marketer of specialty chemicals with headquarters in The Woodlands, Texas. Founded in 1970 by entrepreneur Jon Huntsman Sr., the company has grown through strategic acquisitions and organic expansion to establish a broad portfolio of products serving diverse end markets. Huntsman maintains a presence in more than 30 countries, operating manufacturing facilities across North America, Europe, Asia-Pacific, Latin America and the Middle East.

The company organizes its operations into several core business segments, including Polyurethanes, Performance Products, Advanced Materials, and Textile Effects.