NL NL INDUSTRIES INC

NEUTRAL Impact: 3/10 8-K
Horizon days Filed May 14, 2026 Processed 1mo ago SEC 0000072162-26-000028
8-K context-dependent: Items 7.01
Latest settled — T+5d
NL ▼ -7.36% at T+5d
NEUTRAL call ✗ call lost -7.36% · α vs SPY -8.32% · entry $7.48 → $6.93
Next anchor: T+20d due 3d ago
Last close $6.05 (close Jun 12) · -19.15% from $7.48 entry
Entry anchored
May 14, 2026
via day open
T+1d
-6.57%
call -6.57% · α -6.51%
$6.99
settled 4w ago
T+5d
-7.36%
call -7.36% · α -8.32%
$6.93
settled 25d ago
T+20d
call — · α —
due 3d ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

NL Industries held its 2026 annual shareholder meeting, where all five proposals passed with overwhelming support, including the reincorporation from New Jersey to Delaware (95.1% approval) and a name change to NLI Holdings, Inc., expected effective May 26, 2026. The board also declared a quarterly dividend of $0.10 per share, payable June 23, 2026. This is a routine governance filing with no material financial impact.

Actionable Insight

No material trading catalyst. Monitor for the effective date of the reincorporation and name change around May 26, 2026, which may trigger index or fund-level rebalancing. The dividend remains unchanged at $0.10/quarter.

Key Facts

  • Shareholders approved reincorporation from New Jersey to Delaware and name change to NLI Holdings, Inc., effective on or about May 26, 2026.
  • Quarterly dividend declared at $0.10 per share, payable June 23, 2026 to holders of record June 4, 2026.
  • All eight director nominees elected with at least 89.1% of votes cast.
  • Say-on-pay advisory resolution approved with 89.1% support.
  • Reincorporation proposal passed with 95.1% of total shares and 71.6% of shares not beneficially owned by controlling stockholder Valhi, Inc.
  • Shareholder turnout was 95.2% of 48,862,734 eligible shares.

Financial Impact

Quarterly dividend of $0.10 per share, consistent with prior rate. No financial results or guidance provided.

Risk Factors

  • Reincorporation to Delaware may introduce minor legal or tax considerations, but no material risk identified.
  • No financial data or guidance provided in this filing.

Market Snapshot

Exchange
NYSE
Sector
Industrial Inorganic Chemicals
Analyst Consensus
0% bullish (9 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000072162-26-000028
Document: nl-20260514xex99d1.htm0000072162-26-000028
Document: 0000072162-26-000028-index-headers.html0000072162-26-000028
Document: 0000072162-26-000028-index.html0000072162-26-000028
Document: 0000072162-26-000028.txt0000072162-26-000028
4 reports for NL
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for NL — sortable, filterable
Type Now
May 26, 2026
19d ago
8-K
NEUTRAL ★ 3/10
$8.38 $5.89▼ −29.69%▼ −30.16%$6.05 (−27.79%)
May 14, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$7.48 $6.93▼ −7.36%▼ −8.32%$6.05 (−19.15%)
Mar 25, 2026
11w ago
DEFA14A
NEUTRAL ★ 4/10
$5.95 $5.76▼ −3.19%▼ −4.83%$6.05 (+1.68%)
Mar 9, 2026
13w ago
Press Release
BEARISH ★ 8/10
$5.88 $5.71▲ +2.89%▲ +1.99%$6.05 (−2.89%)
Showing 4 of 4

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