LXU
LSB INDUSTRIES, INC.
$12.18
-2.79%
$858.9M
No data for this timeframe.
Vol
Market Cap$858.9M
Cap SizeSmall Cap
Analyst ConsensusBuy (50%)
Inst. Holders8 funds
Inst. Value$54.9M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 7S
Insider Net $-$75.8M
Reddit Sentiment67° Warm
SEC Reports12
Recent Activity
Jun 8, 2026
Insider
CARVER KRISTY sold 9,554 shares
SVP and Treasurer @ $12.38 ($118.3K)
Jun 1, 2026
SEC
LSB Industries accelerated the planned turnaround at its Pryor, Oklahoma facility from July 2026 to immediately (May 28,
8-K — Impact 3/10
May 22, 2026
SEC
The SEC declared effective LSB Industries' S-3 shelf registration (File No. 333-295904) on May 21, 2026, covering 10,374
EFFECT — Impact 3/10
May 22, 2026
Insider
White Lynn F sold 9,252 shares
Director @ $12.97 ($120.0K)
May 22, 2026
Insider
Bertocco Riccardo sold 9,252 shares
Director @ $12.97 ($120.0K)
May 21, 2026
SEC
LSB Industries announced it will assume full ownership of the carbon capture and sequestration (CCS) project at its El D
8-K — Impact 4/10
Inst.
MORGAN STANLEY — DOUBLED
457,368 shares ($3.9M)
Inst.
BANK OF AMERICA CORP — TRIM
110,804 shares ($941.8K)
Price Targets
$14.90
+24.8% upside
Strong Buy
Current $11.94
Low $11.00
Median $15.00
High $18.00
5 analysts
$11.00
$18.00
Analyst Ratings
1Strong Buy
3Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 11, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| Apr 7, 2026 | RBC Capital | DOWNGRADE | Outperform → Sector Perform |
| Mar 26, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Mar 12, 2026 | Jefferies | MAINTAIN | Hold → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.46 ▼ -20.1% | $0.45 — $0.48 | 323% YoY | 2 |
| Next Q | $0.36 ▼ -11.0% | $0.27 — $0.46 | 139% YoY | 2 |
| Current FY | $1.57 ▲ +25.2% | $1.37 — $1.76 | 172% YoY | 2 |
| Next FY | $1.05 ▼ -12.9% | $0.82 — $1.28 | -33% YoY | 2 |
Latest Reports
NEUTRAL
8-K
3/10
LSB Industries accelerated the planned turnaround at its Pryor, Oklahoma facility from July 2026 to immediately (May 28,
Jun 1, 2026
NEUTRAL
EFFECT
3/10
The SEC declared effective LSB Industries' S-3 shelf registration (File No. 333-295904) on May 21, 2026, covering 10,374
May 22, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $25.8M | — |
| RENAISSANCE TECHNOLOGIES LLC | $14.8M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $8.2M | ADD |
| MORGAN STANLEY | $3.9M | DOUBLED |
| BANK OF AMERICA CORP | $941.8K | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 8, 2026 | CARVER KRISTY | SELL | $118.3K |
| May 22, 2026 | White Lynn | A | $120.0K |
| May 22, 2026 | Bertocco Riccardo | A | $120.0K |
| May 22, 2026 | Peninger Diana | A | $120.0K |
| May 22, 2026 | Ackerman Jonathan | A | $120.0K |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
8 institutional holders with $54.9M total value (6,461,315 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, CHARLES. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,034,388 | $25.8M | 47.0% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 1,745,893 | $14.8M | 27.0% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 965,757 | $8.2M | 14.9% | ADD +26.0% |
| 4 | MORGAN STANLEY | 457,368 | $3.9M | 7.1% | DOUBLED +159.7% |
| 5 | BANK OF AMERICA CORP /DE/ | 110,804 | $941.8K | 1.7% | TRIM -29.3% |
| 6 | TWO SIGMA INVESTMENTS, LP | 83,649 | $711.0K | 1.3% | ADD +57.4% |
| 7 | WELLS FARGO & COMPANY/MN | 60,384 | $513.3K | 0.9% | ADD +46.2% |
| 8 | FMR LLC | 3,072 | $26.1K | 0.0% | DOUBLED +191.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 176,088 | 457,368 | +159.7% | $3.9M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 156,700 | 110,804 | -29.3% | $941.8K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 53,155 | 83,649 | +57.4% | $711.0K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 41,294 | 60,384 | +46.2% | $513.3K | 2025-Q4 |
| MORGAN STANLEY | TRIM | 250,892 | 176,088 | -29.8% | $1.4M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 53,155 | — | $418.9K | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 572,409 | 721,184 | +26.0% | $5.6M | 2025-Q2 |
| MORGAN STANLEY | ADD | 167,003 | 250,892 | +50.2% | $2.0M | 2025-Q2 |
| FMR LLC | DOUBLED | 1,243 | 3,619 | +191.2% | $28.2K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 70,909 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 221,903 | 385,764 | +73.8% | $2.5M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 225,763 | 167,003 | -26.0% | $1.1M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 102,668 | 70,909 | -30.9% | $467.3K | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 304,410 | 221,903 | -27.1% | $1.7M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 24,782 | 31,627 | +27.6% | $240.0K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 499,441 | — | $4.0M | 2024-Q3 |
| MORGAN STANLEY | ADD | 141,084 | 250,876 | +77.8% | $2.0M | 2024-Q3 |
13 unique insiders with 7 transactions. Net insider value: -$75.8M ($0.00 bought, $75.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | CARVER KRISTY | SVP and Treasurer | SELL | 9,554 | $12.38 | $118.3K |
| May 22, 2026 | White Lynn F | Director | A | 9,252 | $12.97 | $120.0K |
| May 22, 2026 | Bertocco Riccardo | Director | A | 9,252 | $12.97 | $120.0K |
| May 22, 2026 | Peninger Diana M | Director | A | 9,252 | $12.97 | $120.0K |
| May 22, 2026 | Ackerman Jonathan Z. | Director | A | 9,252 | $12.97 | $120.0K |
| May 22, 2026 | CHANDLER JOHN D | Director | A | 9,252 | $12.97 | $120.0K |
| Apr 24, 2026 | BEHRMAN MARK T | President and CEO | A | 706,880 | $14.57 | $10.3M |
| Mar 26, 2026 | Boehly Todd L | 10%+ Owner | SELL | 4,889,159 | $14.85 | $72.6M |
| Mar 12, 2026 | MAGUIRE CHERYL | EVP and CFO | D | 20,000 | $15.00 | $300.0K |
| Mar 2, 2026 | BEHRMAN MARK T | President and CEO | SELL | 250,000 | $11.75 | $2.9M |
| Feb 26, 2026 | CARVER KRISTY | SVP and Treasurer | SELL | 2,091 | $10.99 | $23.0K |
| Feb 11, 2026 | GOLSEN BARRY H | Director | SELL | 4,427 | $10.04 | $44.4K |
| Feb 10, 2026 | GOLSEN BARRY H | Director | SELL | 6,339 | $10.04 | $63.6K |
| Feb 9, 2026 | GOLSEN BARRY H | Director | SELL | 826 | $10.00 | $8.3K |
| Feb 4, 2026 | Foster Michael J. | EVP, General Counsel and Sec | A | 26,545 | $0.00 | $0.00 |
| Feb 4, 2026 | Renwick Damien | EVP and CCO | A | 25,115 | $0.00 | $0.00 |
| Feb 4, 2026 | BEHRMAN MARK T | President and CEO | A | 153,604 | $0.00 | $0.00 |
| Feb 4, 2026 | Bemis Scott D | EVP - Manufacturing | A | 10,584 | $0.00 | $0.00 |
| Feb 4, 2026 | MAGUIRE CHERYL | EVP and CFO | A | 29,462 | $0.00 | $0.00 |
| Feb 4, 2026 | CARVER KRISTY | SVP and Treasurer | A | 8,124 | $0.00 | $0.00 |
12 SEC filing reports analyzed. Sentiment: 3 bullish, 1 bearish, 0 mixed, 8 neutral. Avg impact: 4.8/10.
NEUTRAL
8-K
3/10
LSB Industries accelerated the planned turnaround at its Pryor, Oklahoma facility from July 2026 to
Jun 1, 2026
NEUTRAL
EFFECT
3/10
The SEC declared effective LSB Industries' S-3 shelf registration (File No. 333-295904) on May 21, 2
May 22, 2026
NEUTRAL
8-K
4/10
LSB Industries announced it will assume full ownership of the carbon capture and sequestration (CCS)
May 21, 2026
NEUTRAL
S-3
5/10
LSB Industries filed an S-3 registration statement to register 10,374,334 shares of common stock for
May 14, 2026
NEUTRAL
S-3ASR
4/10
LSB Industries filed an automatic shelf registration statement (S-3ASR) to register an indeterminate
May 14, 2026
NEUTRAL
8-K
3/10
LSB Industries granted CEO Mark T. Behrman 706,880 RSUs as a one-time retention award, cliff-vesting
Apr 27, 2026
NEUTRAL
DEFA14A
3/10
The filing is a definitive proxy statement for LSB Industries, Inc. (LXU) related to an upcoming sha
Apr 15, 2026
BULLISH
8-K
7/10
LSB Industries settled a long-running construction dispute with Benham Constructors, securing $20.9
Apr 7, 2026
NEUTRAL
8-K
3/10
LSB Industries announced the retirement of director Steve Packebush and the appointment of Jonathan
Apr 3, 2026
BEARISH
CLUSTER
7/10
LSB Industries CEO Mark Behrman sold $2.94M in shares, followed by SVP Kristy Carver selling $23K, b
Mar 4, 2026
BULLISH
8-K
7/10
LSB Industries released its Q4 and full-year 2025 financial results, showing significant growth in n
Feb 26, 2026
BULLISH
8-K
8/10
LSB Industries reported strong fourth quarter and full-year 2025 results, with revenue of $165.0 mil
Feb 25, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (50% buy). Based on 8 analysts: 1 strong buy, 3 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$14.90 mean target
+24.8% upside
Strong Buy (2.20)
$11.00 Low
$18.00 High
| Metric | Value |
|---|---|
| Current Price | $11.94 |
| Target Low | $11.00 |
| Target Mean | $14.90 |
| Target Median | $15.00 |
| Target High | $18.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (2.20) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.46 | $0.45 | $0.48 | 322.5% | -20.1% | 1↑ 1↓ | $0.2B | 14.0% | 2 |
| Next Q 2026-09-30 |
$0.36 | $0.27 | $0.46 | 138.6% | -11.0% | 1↑ 1↓ | $0.2B | 2.7% | 2 |
| Current FY 2026-12-31 |
$1.57 | $1.37 | $1.76 | 172.3% | +25.2% | 1↑ 1↓ | $0.7B | 11.6% | 2 |
| Next FY 2027-12-31 |
$1.05 | $0.82 | $1.28 | -32.8% | -12.9% | 0↑ 2↓ | $0.7B | -4.9% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.464 | |
| 7d ago | $0.581 | -0.117 |
| 30d ago | $0.581 | -0.117 |
| 60d ago | $0.160 | +0.304 |
| 90d ago | $0.124 | +0.340 |
3 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 11, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Apr 7, 2026 | RBC Capital | DOWNGRADE | Outperform | Sector Perform |
| Mar 26, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Mar 12, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Mar 3, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Feb 27, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jan 20, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jan 12, 2026 | UBS | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 3 | 4 | 0 | 0 | 50% | |
| May 1, 2026 | 1 | 3 | 4 | 0 | 0 | 50% | |
| Apr 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% | |
| Mar 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% | |
| Feb 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% | |
| Jan 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 13, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 13, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
What can one,expect on Friday 13th?
▲ 1
💬 0
⚡ 0.5
Apr 29, 2026
earnings_calendar
LXU Q1 2026 Earnings After Market Close — 2026-04-29
Mar 27, 2026
short_volume
Short Volume: LXU — 55.5% short (0.7M / 1.3M)
Short: 714,268 | Exempt: 1,691 | TRF Vol: 1,287,200 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Feb 25, 2026
earnings_calendar
LXU Q4 2025 Earnings After Market Close — 2026-02-25