Celanese Corporation $CE Stock Position Lifted by State of New Jersey Common Pension Fund D

State of New Jersey Common Pension Fund D boosted its stake in shares of Celanese Corporation (NYSE:CE) by 24.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 59,320 shares of the basic materials company’s stock after acquiring an additional 11,713 shares during the period. State of New Jersey Common Pension Fund D’s holdings in Celanese were worth $2,508,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. grew its position in Celanese by 111.1% during the second quarter. Geneos Wealth Management Inc. now owns 513 shares of the basic materials company’s stock valued at $28,000 after purchasing an additional 270 shares in the last quarter. Smartleaf Asset Management LLC grew its position in Celanese by 100.0% during the second quarter. Smartleaf Asset Management LLC now owns 662 shares of the basic materials company’s stock valued at $38,000 after purchasing an additional 331 shares in the last quarter. National Bank of Canada FI purchased a new position in Celanese during the third quarter valued at approximately $34,000. Versant Capital Management Inc grew its position in Celanese by 140.4% during the third quarter. Versant Capital Management Inc now owns 827 shares of the basic materials company’s stock valued at $35,000 after purchasing an additional 483 shares in the last quarter. Finally, Hartford Financial Management Inc. grew its position in Celanese by 350.5% during the fourth quarter. Hartford Financial Management Inc. now owns 901 shares of the basic materials company’s stock valued at $38,000 after purchasing an additional 701 shares in the last quarter. 98.87% of the stock is owned by hedge funds and other institutional investors.

Key Celanese News

Here are the key news stories impacting Celanese this week:

• Positive Sentiment: Company raised Q2 guidance sharply to $2.00–$2.40 EPS, signaling stronger second-half profit expectations that support a rebound in earnings. Celanese Corporation Reports First Quarter Earnings
• Positive Sentiment: Management outlined strategic nylon uplift initiatives, including a $30M Nylon?66 savings plan and actions to strengthen the Engineered Materials unit — a near-term cost program that could improve margins. Celanese targets $3 EPS in 2H 2026 while advancing $30M Nylon 66 savings plan
• Positive Sentiment: Operational cash generation and liquidity improved meaningfully in Q1 (big jump in operating cash flow and higher cash balance), which reduces near?term balance-sheet risk. Celanese Corporation (CE) Releases Q1 2026 Earnings: Revenue and EPS Miss; Operating Profit Rises, Cash Improves
• Neutral Sentiment: Partnerships on carbon capture and utilization (SharpCell) are strategic for sustainability and product development but are longer?term and unlikely to move near?term earnings. Celanese and SharpCell advance CCU in pulp and paper
• Positive Sentiment: Several analysts raised price targets after the release (e.g., Morgan Stanley to $72), providing third?party support for upside to the stock. Top Wall Street Forecasters Revamp Celanese Expectations Ahead Of Q1 Earnings
• Negative Sentiment: Q1 results missed consensus: EPS came in slightly below estimates and revenue was down year?over?year, prompting near?term disappointment. Market commentary flagged the miss and weaker end markets. Celanese Q1 Earnings Miss Estimates, Revenues Decline Y/Y
• Negative Sentiment: Stock underperformed peers on the session as investors focused on the earnings miss, margin pressure and mixed profitability metrics despite operating?level gains. Celanese Corp. stock underperforms Wednesday when compared to competitors

Celanese Price Performance

NYSE CE opened at $62.28 on Thursday. The company has a quick ratio of 0.94, a current ratio of 1.55 and a debt-to-equity ratio of 2.55. The stock has a market capitalization of $6.82 billion, a PE ratio of -6.22, a price-to-earnings-growth ratio of 0.43 and a beta of 0.81. The company has a 50 day moving average price of $60.25 and a two-hundred day moving average price of $49.85. Celanese Corporation has a 12-month low of $35.13 and a 12-month high of $70.70.

Celanese (NYSE:CE) last posted its earnings results on Tuesday, May 5th. The basic materials company reported $0.85 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.88 by ($0.03). Celanese had a negative net margin of 11.54% and a positive return on equity of 9.74%. The business had revenue of $2.34 billion during the quarter, compared to analyst estimates of $2.34 billion. During the same quarter last year, the firm earned $0.57 earnings per share. Celanese’s revenue was down 2.2% compared to the same quarter last year. Celanese has set its Q2 2026 guidance at 2.000-2.400 EPS. As a group, equities analysts predict that Celanese Corporation will post 5.4 earnings per share for the current fiscal year.

Celanese Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, May 11th. Stockholders of record on Monday, April 27th will be paid a $0.03 dividend. This represents a $0.12 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Monday, April 27th. Celanese’s payout ratio is presently -1.20%.

Analysts Set New Price Targets

A number of research firms have issued reports on CE. Evercore set a $63.00 target price on shares of Celanese in a research note on Wednesday, February 18th. Vertical Research upgraded shares of Celanese from a “hold” rating to a “buy” rating and set a $60.00 target price for the company in a research note on Monday, March 9th. UBS Group lifted their target price on shares of Celanese from $58.00 to $64.00 and gave the company a “neutral” rating in a research note on Thursday, April 9th. Citigroup lifted their target price on shares of Celanese from $81.00 to $84.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Finally, Mizuho lifted their target price on shares of Celanese from $58.00 to $65.00 and gave the company a “neutral” rating in a research note on Wednesday. Nine investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $66.41.

About Celanese

Celanese Corporation is a global chemical and specialty materials company that develops, manufactures and markets a broad portfolio of products serving diverse industries. The company operates through two primary business segments—Engineered Materials and Acetyl Chain—offering solutions that range from high-performance polymers and specialty additives to industrial chemicals and intermediates. Its engineered materials are used in applications such as automotive components, consumer electronics, medical devices and packaging, while its acetyl derivatives find uses in coatings, adhesives, solvents and personal care products.

In the Engineered Materials segment, Celanese produces a variety of high-performance thermoplastics, polyether-block-amide (PEBA) elastomers and functional additives designed to enhance product durability, thermal resistance and sustainability.