WINTON GROUP Ltd Has $1.01 Million Stock Position in Celanese Corporation $CE

WINTON GROUP Ltd reduced its holdings in Celanese Corporation (NYSE:CE) by 33.7% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 21,974 shares of the basic materials company’s stock after selling 11,163 shares during the quarter. WINTON GROUP Ltd’s holdings in Celanese were worth $1,011,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. bought a new position in shares of Celanese during the 2nd quarter worth approximately $614,675,000. California State Teachers Retirement System grew its position in shares of Celanese by 4,519.5% during the 2nd quarter. California State Teachers Retirement System now owns 5,837,354 shares of the basic materials company’s stock worth $268,518,000 after buying an additional 5,710,991 shares during the period. Capital Research Global Investors increased its stake in shares of Celanese by 24.0% in the 4th quarter. Capital Research Global Investors now owns 5,565,556 shares of the basic materials company’s stock valued at $235,312,000 after acquiring an additional 1,076,645 shares in the last quarter. Turtle Creek Asset Management Inc. lifted its position in shares of Celanese by 21.0% during the 3rd quarter. Turtle Creek Asset Management Inc. now owns 5,115,365 shares of the basic materials company’s stock valued at $215,255,000 after acquiring an additional 887,600 shares during the period. Finally, Fuller & Thaler Asset Management Inc. lifted its position in shares of Celanese by 15.8% during the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 4,094,781 shares of the basic materials company’s stock valued at $173,127,000 after acquiring an additional 558,391 shares during the period. 98.87% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Celanese

Here are the key news stories impacting Celanese this week:

• Positive Sentiment: KeyCorp upgraded Celanese to “Strong Buy,” reinforcing its bullish view on the chemicals company. KeyCorp maintains a $57 price target, implying meaningful upside from current levels. Celanese upgraded by KeyCorp
• Positive Sentiment: KeyCorp’s earnings outlook points to a recovery. The firm estimates $1.56 in third-quarter 2026 EPS, $1.19 in the fourth quarter, $6.10 for fiscal 2027 and $6.70 for fiscal 2028. The longer-term estimates exceed the current full-year consensus of $5.99, supporting the case that earnings could improve over time.
• Positive Sentiment: Unusually heavy call-option activity signals increased speculative interest in Celanese. Traders purchased 10,136 calls, roughly 410% above typical volume, suggesting some market participants are positioning for a rebound, though options activity is not a fundamental indicator.
• Neutral Sentiment: Celanese is selling another 19% of Nutrinova for $152 million, reducing its ownership stake to 11%. The proceeds could help the highly leveraged company pay down debt, but the transaction also reduces exposure to a business that could provide future growth. Celanese selling another 19% of Nutrinova
• Negative Sentiment: Recent coverage highlighted weakness following second-quarter 2026 results and the Nutrinova stake sale. Investors may remain cautious until Celanese demonstrates sustained earnings improvement and debt reduction. Celanese stock edges lower after earnings and Nutrinova sale

Celanese Stock Up 0.2%

CE stock opened at $46.18 on Monday. The firm has a market capitalization of $5.07 billion, a PE ratio of -4.32, a P/E/G ratio of 0.30 and a beta of 0.76. The company has a quick ratio of 0.87, a current ratio of 1.45 and a debt-to-equity ratio of 2.33. Celanese Corporation has a twelve month low of $35.13 and a twelve month high of $70.70. The stock’s 50 day moving average is $45.52 and its 200-day moving average is $52.76.

Celanese (NYSE:CE) last announced its quarterly earnings results on Tuesday, August 4th. The basic materials company reported $2.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.23 by $0.22. The business had revenue of $2.75 billion during the quarter, compared to the consensus estimate of $2.75 billion. Celanese had a positive return on equity of 13.04% and a negative net margin of 12.04%.Celanese’s revenue was up 8.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.44 earnings per share. Celanese has set its Q3 2026 guidance at 1.350-1.750 EPS. Sell-side analysts expect that Celanese Corporation will post 6 EPS for the current fiscal year.

Celanese Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, August 10th. Stockholders of record on Tuesday, July 28th were paid a $0.03 dividend. The ex-dividend date was Tuesday, July 28th. This represents a $0.12 annualized dividend and a dividend yield of 0.3%. Celanese’s dividend payout ratio is presently -1.12%.

Insider Activity at Celanese

In other news, SVP Mark Murray bought 2,153 shares of the stock in a transaction dated Tuesday, August 11th. The stock was bought at an average price of $45.52 per share, for a total transaction of $98,004.56. Following the completion of the acquisition, the senior vice president directly owned 30,432 shares in the company, valued at approximately $1,385,264.64. This trade represents a 7.61% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.34% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on CE shares. Wall Street Zen cut shares of Celanese from a “buy” rating to a “hold” rating in a report on Saturday, June 20th. Wells Fargo & Company dropped their price objective on shares of Celanese from $80.00 to $65.00 and set an “overweight” rating on the stock in a report on Thursday, August 6th. Morgan Stanley dropped their price objective on shares of Celanese from $72.00 to $58.00 and set an “equal weight” rating on the stock in a report on Thursday, July 16th. Bank of America cut their price objective on shares of Celanese from $72.00 to $63.00 and set a “buy” rating on the stock in a research report on Tuesday, June 30th. Finally, Deutsche Bank Aktiengesellschaft set a $50.00 target price on Celanese in a research report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Celanese has an average rating of “Moderate Buy” and a consensus price target of $63.27.

About Celanese

Celanese Corporation is a global chemical and specialty materials company headquartered in Irving, Texas. The company develops and manufactures engineered polymers, specialty chemicals and other materials used in a broad range of industries, including automotive, medical, electronics, consumer products, industrial equipment, coatings and packaging.

Celanese operates through two primary businesses: Engineered Materials and the Acetyl Chain. Its engineered materials portfolio includes high-performance thermoplastics, engineered polymers and other specialty compounds used to replace metal and conventional materials in demanding applications.