LXU
LSB INDUSTRIES, INC.
$12.21
+4.36%
$878.4M
No data for this timeframe.
Vol
Market Cap$878.4M
Cap SizeSmall Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$403.1M
Inst. Activity12 buys / 5 sells
Insider Activity0B / 8S
Insider Net $-$76.3M
Reddit Sentiment67° Warm
SEC Reports12
Recent Activity
Jun 10, 2026
Insider
White Lynn F sold 40,000 shares
Director @ $11.80 ($472.0K)
Jun 8, 2026
Insider
CARVER KRISTY sold 9,554 shares
SVP and Treasurer @ $12.38 ($118.3K)
Jun 1, 2026
SEC
LSB Industries accelerated the planned turnaround at its Pryor, Oklahoma facility from July 2026 to immediately (May 28,
8-K — Impact 3/10
May 22, 2026
SEC
The SEC declared effective LSB Industries' S-3 shelf registration (File No. 333-295904) on May 21, 2026, covering 10,374
EFFECT — Impact 3/10
May 22, 2026
Insider
White Lynn F was granted 9,252 shares
Director @ $12.97 ($120.0K)
May 21, 2026
SEC
LSB Industries announced it will assume full ownership of the carbon capture and sequestration (CCS) project at its El D
8-K — Impact 4/10
Inst.
BlackRock, Inc. — TRIM
4,064,156 shares ($60.6M)
Inst.
MORGAN STANLEY — ADD
808,221 shares ($12.0M)
Price Targets
$14.90
+22.0% upside
Strong Buy
Current $12.21
Low $11.00
Median $15.00
High $18.00
5 analysts
$11.00
$18.00
Analyst Ratings
1Strong Buy
3Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 11, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| Apr 7, 2026 | RBC Capital | DOWNGRADE | Outperform → Sector Perform |
| Mar 26, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Mar 12, 2026 | Jefferies | MAINTAIN | Hold → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.46 ▼ -20.1% | $0.45 — $0.48 | 323% YoY | 2 |
| Next Q | $0.36 ▼ -11.0% | $0.27 — $0.46 | 139% YoY | 2 |
| Current FY | $1.57 ▲ +25.2% | $1.37 — $1.76 | 172% YoY | 2 |
| Next FY | $1.05 ▼ -12.9% | $0.82 — $1.28 | -33% YoY | 2 |
Latest Reports
NEUTRAL
8-K
3/10
LSB Industries accelerated the planned turnaround at its Pryor, Oklahoma facility from July 2026 to immediately (May 28,
Jun 1, 2026
NEUTRAL
EFFECT
3/10
The SEC declared effective LSB Industries' S-3 shelf registration (File No. 333-295904) on May 21, 2026, covering 10,374
May 22, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $60.6M | TRIM |
| DIMENSIONAL FUND ADVISORS LP | $36.2M | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $35.2M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $33.4M | — |
| D. E. Shaw & | $30.3M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | White Lynn | SELL | $472.0K |
| Jun 8, 2026 | CARVER KRISTY | SELL | $118.3K |
| May 22, 2026 | White Lynn | A | $120.0K |
| May 22, 2026 | Bertocco Riccardo | A | $120.0K |
| May 22, 2026 | Peninger Diana | A | $120.0K |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
50 institutional holders with $403.1M total value (27,072,534 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, SUSQUEHANNA. Net buying activity: 12 institutions added/increased vs 5 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,064,156 | $60.6M | 15.0% | TRIM -32.1% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 2,431,936 | $36.2M | 9.0% | — |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,360,535 | $35.2M | 8.7% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2,244,317 | $33.4M | 8.3% | — |
| 5 | D. E. Shaw & Co., Inc. | 2,035,007 | $30.3M | 7.5% | TRIM -34.6% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 1,792,506 | $26.7M | 6.6% | — |
| 7 | STATE STREET CORP | 1,131,309 | $16.9M | 4.2% | — |
| 8 | First Eagle Investment Management, LLC | 1,085,000 | $16.2M | 4.0% | — |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 929,851 | $13.9M | 3.4% | ADD +26.0% |
| 10 | CITADEL ADVISORS LLC | 817,563 | $12.2M | 3.0% | NEAR_EXIT -85.4% |
| 11 | MORGAN STANLEY | 808,221 | $12.0M | 3.0% | ADD +76.7% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 769,008 | $11.5M | 2.8% | NEW |
| 13 | Point72 Asset Management, L.P. | 549,326 | $8.2M | 2.0% | DOUBLED +2863.2% |
| 14 | TWO SIGMA INVESTMENTS, LP | 535,295 | $8.0M | 2.0% | ADD +57.4% |
| 15 | Cerity Partners LLC | 524,581 | $7.8M | 1.9% | TRIM -29.3% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 453,784 | $6.8M | 1.7% | — |
| 17 | MARSHALL WACE, LLP | 422,414 | $6.3M | 1.6% | — |
| 18 | GOLDMAN SACHS GROUP INC | 350,938 | $5.2M | 1.3% | — |
| 19 | VANGUARD FIDUCIARY TRUST CO | 350,744 | $5.2M | 1.3% | — |
| 20 | Trexquant Investment LP | 333,031 | $5.0M | 1.2% | DOUBLED +314.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 5,984,077 | 4,064,156 | -32.1% | $60.6M | 2026-Q1 |
| MORGAN STANLEY | ADD | 457,368 | 808,221 | +76.7% | $12.0M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 769,008 | — | $11.5M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 18,538 | 549,326 | +2863.2% | $8.2M | 2026-Q1 |
| Cerity Partners LLC | TRIM | 742,205 | 524,581 | -29.3% | $7.8M | 2026-Q1 |
| Trexquant Investment LP | DOUBLED | 80,402 | 333,031 | +314.2% | $5.0M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 110,804 | 249,021 | +124.7% | $3.7M | 2026-Q1 |
| Invesco Ltd. | ADD | 116,371 | 208,825 | +79.4% | $3.1M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 41,143 | 182,351 | +343.2% | $2.7M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 22,359 | 56,771 | +153.9% | $845.9K | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 30,855 | 52,883 | +71.4% | $788.0K | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 18,500 | 46,000 | +148.6% | $685.4K | 2026-Q1 |
| MetLife Investment Management, LLC | ADD | 22,428 | 30,005 | +33.8% | $447.1K | 2026-Q1 |
| Beacon Pointe Advisors, LLC | ADD | 17,500 | 23,438 | +33.9% | $349.2K | 2026-Q1 |
| Verition Fund Management LLC | TRIM | 44,900 | 14,942 | -66.7% | $222.6K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 1,305 | 472 | -63.8% | $7.0K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | NEAR_EXIT | 26,906 | 333 | -98.8% | $5.0K | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 176,088 | 457,368 | +159.7% | $3.9M | 2025-Q4 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 50,295 | 342,894 | +581.8% | $2.9M | 2025-Q4 |
| LAZARD ASSET MANAGEMENT LLC | DOUBLED | 51,086 | 205,236 | +301.7% | $1.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 156,700 | 110,804 | -29.3% | $941.8K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 53,155 | 83,649 | +57.4% | $711.0K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 41,294 | 60,384 | +46.2% | $513.3K | 2025-Q4 |
| D. E. Shaw & Co., Inc. | TRIM | 47,224 | 30,882 | -34.6% | $262.5K | 2025-Q4 |
| STIFEL FINANCIAL CORP | TRIM | 46,209 | 24,530 | -46.9% | $208.5K | 2025-Q4 |
13 unique insiders with 21 transactions. Net insider value: -$76.3M ($0.00 bought, $76.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | White Lynn F | Director | SELL | 40,000 | $11.80 | $472.0K |
| Jun 8, 2026 | CARVER KRISTY | SVP and Treasurer | SELL | 9,554 | $12.38 | $118.3K |
| May 22, 2026 | White Lynn F | Director | AWARD | 9,252 | $12.97 | $120.0K |
| May 22, 2026 | Bertocco Riccardo | Director | AWARD | 9,252 | $12.97 | $120.0K |
| May 22, 2026 | Peninger Diana M | Director | AWARD | 9,252 | $12.97 | $120.0K |
| May 22, 2026 | Ackerman Jonathan Z. | Director | AWARD | 9,252 | $12.97 | $120.0K |
| May 22, 2026 | CHANDLER JOHN D | Director | AWARD | 9,252 | $12.97 | $120.0K |
| Apr 24, 2026 | BEHRMAN MARK T | President and CEO | AWARD | 706,880 | $14.57 | $10.3M |
| Mar 26, 2026 | Boehly Todd L | 10%+ Owner | SELL | 4,889,159 | $14.85 | $72.6M |
| Mar 12, 2026 | MAGUIRE CHERYL | EVP and CFO | D | 20,000 | $15.00 | $300.0K |
| Mar 2, 2026 | BEHRMAN MARK T | President and CEO | SELL | 250,000 | $11.75 | $2.9M |
| Feb 26, 2026 | CARVER KRISTY | SVP and Treasurer | SELL | 2,091 | $10.99 | $23.0K |
| Feb 11, 2026 | GOLSEN BARRY H | Director | SELL | 4,427 | $10.04 | $44.4K |
| Feb 10, 2026 | GOLSEN BARRY H | Director | SELL | 6,339 | $10.04 | $63.6K |
| Feb 9, 2026 | GOLSEN BARRY H | Director | SELL | 826 | $10.00 | $8.3K |
| Feb 4, 2026 | Foster Michael J. | EVP, General Counsel and Sec | AWARD | 26,545 | — | — |
| Feb 4, 2026 | Renwick Damien | EVP and CCO | AWARD | 25,115 | — | — |
| Feb 4, 2026 | BEHRMAN MARK T | President and CEO | AWARD | 153,604 | — | — |
| Feb 4, 2026 | Bemis Scott D | EVP - Manufacturing | AWARD | 10,584 | — | — |
| Feb 4, 2026 | MAGUIRE CHERYL | EVP and CFO | AWARD | 29,462 | — | — |
| Feb 4, 2026 | CARVER KRISTY | SVP and Treasurer | AWARD | 8,124 | — | — |
12 SEC filing reports analyzed. Sentiment: 3 bullish, 1 bearish, 0 mixed, 8 neutral. Avg impact: 4.8/10.
NEUTRAL
8-K
3/10
LSB Industries accelerated the planned turnaround at its Pryor, Oklahoma facility from July 2026 to
Jun 1, 2026
NEUTRAL
EFFECT
3/10
The SEC declared effective LSB Industries' S-3 shelf registration (File No. 333-295904) on May 21, 2
May 22, 2026
NEUTRAL
8-K
4/10
LSB Industries announced it will assume full ownership of the carbon capture and sequestration (CCS)
May 21, 2026
NEUTRAL
S-3
5/10
LSB Industries filed an S-3 registration statement to register 10,374,334 shares of common stock for
May 14, 2026
NEUTRAL
S-3ASR
4/10
LSB Industries filed an automatic shelf registration statement (S-3ASR) to register an indeterminate
May 14, 2026
NEUTRAL
8-K
3/10
LSB Industries granted CEO Mark T. Behrman 706,880 RSUs as a one-time retention award, cliff-vesting
Apr 27, 2026
NEUTRAL
DEFA14A
3/10
The filing is a definitive proxy statement for LSB Industries, Inc. (LXU) related to an upcoming sha
Apr 15, 2026
BULLISH
8-K
7/10
LSB Industries settled a long-running construction dispute with Benham Constructors, securing $20.9
Apr 7, 2026
NEUTRAL
8-K
3/10
LSB Industries announced the retirement of director Steve Packebush and the appointment of Jonathan
Apr 3, 2026
BEARISH
CLUSTER
7/10
LSB Industries CEO Mark Behrman sold $2.94M in shares, followed by SVP Kristy Carver selling $23K, b
Mar 4, 2026
BULLISH
8-K
7/10
LSB Industries released its Q4 and full-year 2025 financial results, showing significant growth in n
Feb 26, 2026
BULLISH
8-K
8/10
LSB Industries reported strong fourth quarter and full-year 2025 results, with revenue of $165.0 mil
Feb 25, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (50% buy). Based on 8 analysts: 1 strong buy, 3 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$14.90 mean target
+22.0% upside
Strong Buy (2.20)
$11.00 Low
$18.00 High
| Metric | Value |
|---|---|
| Current Price | $12.21 |
| Target Low | $11.00 |
| Target Mean | $14.90 |
| Target Median | $15.00 |
| Target High | $18.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (2.20) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.46 | $0.45 | $0.48 | 322.5% | -20.1% | 1↑ 1↓ | $0.2B | 14.0% | 2 |
| Next Q 2026-09-30 |
$0.36 | $0.27 | $0.46 | 138.6% | -11.0% | 1↑ 1↓ | $0.2B | 2.7% | 2 |
| Current FY 2026-12-31 |
$1.57 | $1.37 | $1.76 | 172.3% | +25.2% | 1↑ 1↓ | $0.7B | 11.6% | 2 |
| Next FY 2027-12-31 |
$1.05 | $0.82 | $1.28 | -32.8% | -12.9% | 0↑ 2↓ | $0.7B | -4.9% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.464 | |
| 7d ago | $0.581 | -0.117 |
| 30d ago | $0.581 | -0.117 |
| 60d ago | $0.160 | +0.304 |
| 90d ago | $0.124 | +0.340 |
3 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 11, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Apr 7, 2026 | RBC Capital | DOWNGRADE | Outperform | Sector Perform |
| Mar 26, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Mar 12, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Mar 3, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Feb 27, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jan 20, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jan 12, 2026 | UBS | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 3 | 4 | 0 | 0 | 50% | |
| May 1, 2026 | 1 | 3 | 4 | 0 | 0 | 50% | |
| Apr 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% | |
| Mar 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% | |
| Feb 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% | |
| Jan 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 13, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 13, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
What can one,expect on Friday 13th?
▲ 1
💬 0
⚡ 0.5
Apr 29, 2026
earnings_calendar
LXU Q1 2026 Earnings After Market Close — 2026-04-29
Mar 27, 2026
short_volume
Short Volume: LXU — 55.5% short (0.7M / 1.3M)
Short: 714,268 | Exempt: 1,691 | TRF Vol: 1,287,200 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Feb 25, 2026
earnings_calendar
LXU Q4 2025 Earnings After Market Close — 2026-02-25