Eastman Chemical (NYSE:EMN) Releases Q1 2026 Earnings Guidance

Eastman Chemical (NYSE:EMN) issued an update on its first quarter 2026 earnings guidance on Friday. The company provided EPS guidance of 1.000-1.200 for the period, compared to the consensus EPS estimate of 0.740. The company issued revenue guidance of -.

Eastman Chemical Stock Performance

Shares of EMN stock traded down $0.80 during midday trading on Friday, hitting $68.19. 1,336,206 shares of the company were exchanged, compared to its average volume of 1,593,504. The firm’s 50 day moving average price is $64.80 and its two-hundred day moving average price is $65.23. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.86 and a current ratio of 1.76. The firm has a market capitalization of $7.78 billion, a P/E ratio of 11.43, a PEG ratio of 6.78 and a beta of 1.23. Eastman Chemical has a 52 week low of $56.11 and a 52 week high of $103.82.

Eastman Chemical (NYSE:EMN) last released its quarterly earnings results on Thursday, January 29th. The basic materials company reported $0.75 earnings per share for the quarter, missing the consensus estimate of $0.76 by ($0.01). Eastman Chemical had a return on equity of 12.89% and a net margin of 7.75%.The firm had revenue of $1.97 billion for the quarter, compared to analyst estimates of $2.03 billion. During the same period in the previous year, the business posted $1.87 earnings per share. The business’s revenue for the quarter was down 12.1% on a year-over-year basis. As a group, equities research analysts anticipate that Eastman Chemical will post 8.55 earnings per share for the current year.

Eastman Chemical Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Monday, December 15th were paid a dividend of $0.84 per share. The ex-dividend date of this dividend was Monday, December 15th. This is a boost from Eastman Chemical’s previous quarterly dividend of $0.83. This represents a $3.36 dividend on an annualized basis and a dividend yield of 4.9%. Eastman Chemical’s payout ratio is presently 56.09%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. Evercore ISI cut their price objective on Eastman Chemical from $75.00 to $70.00 and set an “in-line” rating on the stock in a report on Tuesday, November 11th. Weiss Ratings restated a “hold (c-)” rating on shares of Eastman Chemical in a report on Wednesday, January 21st. Mizuho decreased their price objective on Eastman Chemical from $80.00 to $75.00 and set an “outperform” rating for the company in a report on Friday, October 3rd. Citigroup lifted their target price on shares of Eastman Chemical from $72.00 to $75.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Finally, Royal Bank Of Canada downgraded shares of Eastman Chemical from an “outperform” rating to a “sector perform” rating and decreased their price objective for the stock from $74.00 to $70.00 in a report on Friday, January 16th. Six analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, Eastman Chemical presently has a consensus rating of “Hold” and a consensus target price of $78.54.

More Eastman Chemical News

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

• Positive Sentiment: Management issued first-quarter 2026 EPS guidance of $1.00–$1.20, well above the consensus (~$0.74), signaling better near-term profitability if results track to guidance. (Guidance update)
• Positive Sentiment: Company beat its cost-reduction target for the quarter, which should help margins and cash flow as volumes remain pressured. Read More.
• Neutral Sentiment: Eastman posted its press release, slide deck and conference call transcript — useful for investors wanting management detail on the drivers of the quarter and the forward outlook. Read More.
• Neutral Sentiment: Analysts are parsing key metrics (volumes, margins, segment performance) and many maintain a cautious stance; the consensus rating remains around “Hold,” suggesting limited near-term analyst-driven upside. Read More. • Read More.
• Negative Sentiment: Q4 results missed: EPS $0.75 vs. consensus $0.76, and revenue $1.97B vs. $2.03B expected; revenue fell ~12% year-over-year as lower volumes from consumer destocking hit top-line growth. Those misses and the volume decline are the principal near-term negative catalysts. Read More.
• Negative Sentiment: Market reaction to the revenue/volume miss and guidance nuances sent shares lower in headline coverage — articles highlight the stock decline and investor concern about ongoing demand weakness. Read More. • Read More.

Hedge Funds Weigh In On Eastman Chemical

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. NewEdge Advisors LLC increased its stake in Eastman Chemical by 2.6% in the first quarter. NewEdge Advisors LLC now owns 7,310 shares of the basic materials company’s stock valued at $644,000 after acquiring an additional 183 shares during the period. Sunbelt Securities Inc. increased its holdings in Eastman Chemical by 7.7% during the 3rd quarter. Sunbelt Securities Inc. now owns 3,503 shares of the basic materials company’s stock valued at $221,000 after purchasing an additional 249 shares in the last quarter. Parallel Advisors LLC raised its holdings in shares of Eastman Chemical by 22.0% in the third quarter. Parallel Advisors LLC now owns 1,434 shares of the basic materials company’s stock valued at $90,000 after buying an additional 259 shares during the last quarter. MUFG Securities EMEA plc bought a new position in shares of Eastman Chemical in the second quarter worth about $25,000. Finally, Mackenzie Financial Corp boosted its position in Eastman Chemical by 0.5% in the 3rd quarter. Mackenzie Financial Corp now owns 100,618 shares of the basic materials company’s stock valued at $6,344,000 after buying an additional 527 shares during the last quarter. Institutional investors own 83.65% of the company’s stock.

About Eastman Chemical

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.