Brokerages Set Eastman Chemical Company (NYSE:EMN) PT at $78.54

Shares of Eastman Chemical Company (NYSE:EMN) have received an average recommendation of “Hold” from the fourteen brokerages that are presently covering the firm, Marketbeat Ratings reports. Eight analysts have rated the stock with a hold rating and six have issued a buy rating on the company. The average 1 year price target among brokerages that have covered the stock in the last year is $78.5385.

EMN has been the subject of a number of recent analyst reports. Royal Bank Of Canada lowered Eastman Chemical from an “outperform” rating to a “sector perform” rating and lowered their price target for the company from $74.00 to $70.00 in a research report on Friday, January 16th. Citigroup boosted their price objective on shares of Eastman Chemical from $72.00 to $75.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Wells Fargo & Company reissued an “equal weight” rating and issued a $70.00 target price on shares of Eastman Chemical in a research note on Friday, December 19th. Evercore ISI reduced their price target on shares of Eastman Chemical from $75.00 to $70.00 and set an “in-line” rating for the company in a research report on Tuesday, November 11th. Finally, Bank of America decreased their target price on Eastman Chemical from $78.00 to $74.00 and set a “buy” rating for the company in a research report on Tuesday, October 14th.

Key Stories Impacting Eastman Chemical

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

• Positive Sentiment: Management issued stronger-than-expected Q1 2026 EPS guidance of $1.00–$1.20 vs. the street at ~$0.74, which supports near-term earnings visibility and likely underpins the intraday upside. Eastman Announces Fourth-Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: The company highlighted that cost-reduction actions met or exceeded targets for the period, helping offset weaker volumes and supporting margins going forward. Eastman Chemical’s Q4 Earnings and Sales Lag on Weak Demand
• Neutral Sentiment: Company released the Q4 slide deck and the earnings-call transcript/slide presentation — useful for digging into segment trends and guidance details but not a direct catalyst by itself. Q4 2025 Earnings Call Transcript Q4 Results Presentation
• Negative Sentiment: Reported Q4 EPS of $0.75 missed consensus by $0.01 and revenue of $1.97B missed the $2.03B estimate; revenue was down ~12% year?over?year, signaling weakness in volumes. Those misses are pressuring near-term expectations. Q4 Earnings Release / Press Materials
• Negative Sentiment: Analysts and news coverage point to weak end-market demand and destocking as key reasons for the revenue decline, which could keep volumes muted until end-market inventories normalize. Earnings and Sales Lag on Weak Demand
• Negative Sentiment: There was an immediate negative market reaction noted in some coverage after the report (revenue miss and guidance interpretation), indicating continued sensitivity to top-line trends despite the strong guide. Eastman Falls as Q1 Guidance Disappoints (market reaction)

Eastman Chemical Trading Up 0.5%

NYSE EMN opened at $69.36 on Thursday. The firm has a market cap of $7.91 billion, a PE ratio of 16.96, a price-to-earnings-growth ratio of 6.77 and a beta of 1.23. Eastman Chemical has a 1-year low of $56.11 and a 1-year high of $103.82. The company has a current ratio of 1.76, a quick ratio of 0.86 and a debt-to-equity ratio of 0.82. The stock has a 50-day moving average of $65.00 and a 200-day moving average of $65.08.

Eastman Chemical (NYSE:EMN) last issued its earnings results on Thursday, January 29th. The basic materials company reported $0.75 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.76 by ($0.01). The firm had revenue of $1.97 billion during the quarter, compared to the consensus estimate of $2.03 billion. Eastman Chemical had a return on equity of 10.63% and a net margin of 5.42%.The firm’s revenue for the quarter was down 12.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.87 EPS. As a group, sell-side analysts forecast that Eastman Chemical will post 8.55 EPS for the current year.

Eastman Chemical Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Monday, December 15th were given a $0.84 dividend. The ex-dividend date of this dividend was Monday, December 15th. This is a positive change from Eastman Chemical’s previous quarterly dividend of $0.83. This represents a $3.36 annualized dividend and a yield of 4.8%. Eastman Chemical’s payout ratio is 56.09%.

Hedge Funds Weigh In On Eastman Chemical

A number of institutional investors have recently bought and sold shares of the stock. MUFG Securities EMEA plc purchased a new position in shares of Eastman Chemical during the 2nd quarter valued at about $25,000. Brown Lisle Cummings Inc. boosted its holdings in shares of Eastman Chemical by 70.0% during the 4th quarter. Brown Lisle Cummings Inc. now owns 425 shares of the basic materials company’s stock valued at $27,000 after purchasing an additional 175 shares during the last quarter. Ameritas Advisory Services LLC bought a new stake in Eastman Chemical in the 2nd quarter worth approximately $32,000. Loomis Sayles & Co. L P purchased a new stake in Eastman Chemical during the second quarter valued at $33,000. Finally, Lodestone Wealth Management LLC purchased a new position in Eastman Chemical in the fourth quarter worth about $33,000. 83.65% of the stock is owned by institutional investors.

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.