Research Analysts Offer Predictions for EMN Q1 Earnings

Eastman Chemical Company (NYSE:EMN) – Stock analysts at Zacks Research increased their Q1 2026 earnings per share (EPS) estimates for shares of Eastman Chemical in a research report issued to clients and investors on Wednesday, February 11th. Zacks Research analyst Team now forecasts that the basic materials company will earn $1.20 per share for the quarter, up from their previous forecast of $1.15. The consensus estimate for Eastman Chemical’s current full-year earnings is $8.55 per share. Zacks Research also issued estimates for Eastman Chemical’s Q2 2026 earnings at $1.62 EPS, Q3 2026 earnings at $1.68 EPS, Q4 2026 earnings at $1.39 EPS, FY2026 earnings at $5.89 EPS, Q1 2027 earnings at $1.64 EPS, Q2 2027 earnings at $1.66 EPS, Q3 2027 earnings at $1.69 EPS, Q4 2027 earnings at $1.74 EPS, FY2027 earnings at $6.73 EPS and FY2028 earnings at $7.51 EPS.

Several other equities analysts also recently commented on EMN. Evercore lowered their price objective on shares of Eastman Chemical from $75.00 to $70.00 and set an “in-line” rating for the company in a research note on Tuesday, November 11th. Citigroup boosted their price target on Eastman Chemical from $75.00 to $78.00 and gave the company a “buy” rating in a report on Tuesday, February 3rd. Wells Fargo & Company reiterated an “equal weight” rating and issued a $70.00 price objective on shares of Eastman Chemical in a report on Friday, December 19th. Bank of America lifted their price objective on Eastman Chemical from $74.00 to $79.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Finally, KeyCorp restated an “overweight” rating on shares of Eastman Chemical in a report on Monday, February 2nd. Seven analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Eastman Chemical presently has a consensus rating of “Hold” and an average price target of $78.86.

Eastman Chemical Trading Up 0.2%

NYSE:EMN opened at $79.97 on Thursday. The firm has a market capitalization of $9.12 billion, a P/E ratio of 19.55, a P/E/G ratio of 1.76 and a beta of 1.23. The company has a quick ratio of 0.86, a current ratio of 1.76 and a debt-to-equity ratio of 0.82. The company has a fifty day moving average of $68.40 and a 200 day moving average of $65.17. Eastman Chemical has a 52 week low of $56.11 and a 52 week high of $103.82.

Eastman Chemical (NYSE:EMN) last announced its quarterly earnings results on Thursday, January 29th. The basic materials company reported $0.75 EPS for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.01). The company had revenue of $1.97 billion during the quarter, compared to analysts’ expectations of $2.03 billion. Eastman Chemical had a return on equity of 10.63% and a net margin of 5.42%.Eastman Chemical’s revenue for the quarter was down 12.1% on a year-over-year basis. During the same period last year, the firm earned $1.87 earnings per share.

Hedge Funds Weigh In On Eastman Chemical

A number of institutional investors and hedge funds have recently made changes to their positions in the business. MUFG Securities EMEA plc bought a new position in Eastman Chemical during the 2nd quarter valued at approximately $25,000. Brown Lisle Cummings Inc. grew its stake in shares of Eastman Chemical by 70.0% in the fourth quarter. Brown Lisle Cummings Inc. now owns 425 shares of the basic materials company’s stock worth $27,000 after acquiring an additional 175 shares during the last quarter. Los Angeles Capital Management LLC bought a new position in shares of Eastman Chemical during the fourth quarter valued at $27,000. McMillan Office Inc. purchased a new position in shares of Eastman Chemical in the 4th quarter worth about $29,000. Finally, Quarry LP bought a new position in Eastman Chemical in the 4th quarter worth about $30,000. Institutional investors own 83.65% of the company’s stock.

Eastman Chemical Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Investors of record on Friday, March 13th will be paid a dividend of $0.84 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $3.36 annualized dividend and a yield of 4.2%. Eastman Chemical’s payout ratio is presently 82.15%.

Key Eastman Chemical News

Here are the key news stories impacting Eastman Chemical this week:

• Positive Sentiment: Board announced a quarterly dividend of $0.84 per share (record Mar 13, payable Apr 8), implying about a 4.2% yield — supports income investors and can underpin the share price.
• Positive Sentiment: Significant insider buying: multiple executives (including CEO Mark Costa) purchased shares in the past six months, which investors often read as management confidence in the business.
• Positive Sentiment: Large institutional buying: BlackRock added ~5.75M shares (+72%) in Q4 2025 — heavy buying from a major fund can provide price support and liquidity.
• Neutral Sentiment: Analyst coverage is mixed-but-tilted-positive: several firms carry Buy/Overweight ratings (KeyBanc, Citi, UBS, Wells Fargo), but price targets vary and the median target (~$72.50) is below recent trading levels, signalling differing views on near-term upside/ downside.
• Negative Sentiment: Q4 2025 results were weak: revenue $1.97B (down ~12% YoY), gross profit and operating profit plunged, net income fell ~68% YoY and diluted EPS declined ~67% YoY to $0.92. Cash and cash equivalents declined ~32% YoY to $566M. These marked declines help explain downside pressure on the stock. Q4 2025 Earnings
• Negative Sentiment: Zacks Research has trimmed multiple near‑term and multi‑year EPS forecasts (FY2026 cut to $5.89, FY2027 to $6.73) and reduced several quarterly estimates — lowers Street expectations and could lead to renewed analyst target/ guidance pressure.

Eastman Chemical Company Profile

Eastman Chemical Company (NYSE: EMN) is a global specialty materials company that develops, manufactures and markets a broad range of advanced materials, chemicals and fibers. Its product portfolio spans performance additives, functional products, and engineered plastics designed to enhance the durability, appearance and performance of end products across diverse industries.

The company’s main business activities include the production of specialty chemicals used in adhesives, coatings, building materials and consumer care applications, as well as high-performance plastics for packaging, automotive and electronics markets.