NL NL INDUSTRIES INC

NEUTRAL Impact: 3/10 8-K
Horizon immediate Filed May 26, 2026 Processed 17d 17h ago SEC 0000072162-26-000034
Killer combo: M&A completed + management change
Latest settled — T+5d
NL ▼ -29.69% at T+5d
NEUTRAL call ✗ call lost -29.69% · α vs SPY -30.16% · entry $8.38 → $5.89
Next anchor: T+20d in 11d
Currently $6.05 · -27.79% from $8.38 entry
Entry anchored
May 26, 2026
via day open
T+1d
-13.62%
call -13.62% · α -14.17%
$7.24
settled 17d ago
T+5d
-29.69%
call -29.69% · α -30.16%
$5.89
settled 11d ago
T+20d
call — · α —
in 11d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

NL Industries (NL) completed a reincorporation merger from New Jersey to Delaware, changing its name to NLI Holdings, Inc., effective May 26, 2026. Each share of NL common stock automatically converted to one share of the new entity with no exchange of certificates needed. The move is a routine jurisdictional change with no change to business, management, assets, or operations, and the stock continues trading on the NYSE under symbol 'NL'.

Actionable Insight

This is a purely administrative change of domicile — no operational or financial implications. The stock remains listed under NL with identical shares. No trading action warranted.

Key Facts

  • Reincorporation merger from New Jersey to Delaware completed on May 26, 2026.
  • Company name changed from NL Industries, Inc. to NLI Holdings, Inc.
  • Each outstanding share of common stock automatically converted 1:1 into shares of the new entity; no certificate exchange required.
  • Stock ticker remains 'NL' on NYSE; no change to headquarters, business, management, or facilities.
  • New Delaware certificate of incorporation elects out of Section 203 anti-takeover provisions.
  • New indemnification agreements executed with directors and officers under Delaware law.
  • Shareholder approval (including minority vote condition) was obtained at the May 14, 2026 annual meeting.
  • No financial data (revenue, earnings, margins) provided in the filing.

Financial Impact

No financial data filed; reincorporation costs and Delaware franchise taxes are the only expected impacts, which are immaterial relative to the company's market cap.

Risk Factors

  • Minor incremental Delaware franchise tax costs vs. New Jersey, but immaterial.
  • Change in governing law could theoretically alter shareholder rights, but Reincorporation was approved by shareholders and Delaware corporate law is standard.

Market Snapshot

Exchange
NYSE
Sector
Industrial Inorganic Chemicals
Analyst Consensus
0% bullish (9 analysts)

Documents Analyzed

This report is based on 9 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000072162-26-000034
Document: nl-20260519xex10d1.htm0000072162-26-000034
Document: nl-20260519x8k.htm0000072162-26-000034
Document: nl-20260519xex2d1.htm0000072162-26-000034
Document: nl-20260519xex3d1.htm0000072162-26-000034
Document: nl-20260519xex4d1.htm0000072162-26-000034
Document: 0000072162-26-000034-index-headers.html0000072162-26-000034
Document: 0000072162-26-000034-index.html0000072162-26-000034
Document: 0000072162-26-000034.txt0000072162-26-000034
4 reports for NL
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for NL — sortable, filterable
Type Now
May 26, 2026
17d ago
8-K
NEUTRAL ★ 3/10
$8.38 $5.89▼ −29.69%▼ −30.16%$6.05 (−27.79%)
May 14, 2026
29d ago
8-K
NEUTRAL ★ 3/10
$7.48 $6.93▼ −7.36%▼ −8.32%$6.05 (−19.15%)
Mar 25, 2026
11w ago
DEFA14A
NEUTRAL ★ 4/10
$5.95 $5.76▼ −3.19%▼ −4.83%$6.05 (+1.68%)
Mar 9, 2026
13w ago
Press Release
BEARISH ★ 8/10
$5.88 $5.71▲ +2.89%▲ +1.99%$6.05 (−2.89%)
Showing 4 of 4

US Market Status

Market Closed — Opens Mon (47h 35m)

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