CBT Cabot Corporation

Copeland Capital Management LLC significantly reduced its stake in Cabot Corporation, selling 29.1% of its shares in Q3, but still holds 524,278 shares valued at $39.87 million. Analyst sentiment for Cabot Corporation is mixed-to-negative, with several price target reductions and a consensus "Reduce" rating, despite Mizuho upgrading the stock. Cabot missed Q3 earnings and revenue estimates but announced a quarterly dividend and provided FY2026 EPS guidance.

Paradiem LLC significantly increased its stake in Cabot Corporation (NYSE:CBT) by 65.5% in Q3, now owning 149,097 shares valued at $11.34 million. Despite mixed analyst sentiment and a consensus "Reduce" rating with an average target of $66.33, Cabot aims to boost production in the lithium battery supply chain for EVs. The company, which has a market cap of $3.52 billion and a P/E of 11.07, also announced a quarterly dividend of $0.45.

Worldwide Market Reports has released a new research study on the Cobalt Pigment Market, forecasting substantial growth in the coming years. The report provides a comprehensive analysis of market dynamics, drivers, restraints, and opportunities, covering key players like Cabot Corporation and BASF SE. It includes segmental highlights by type and application, regional outlooks, and detailed research methodology for high accuracy.

Cabot Corporation (CBT) shares experienced a 3% dip on December 19, 2025, trading around $65, despite Mizuho maintaining an Outperform rating and raising its price target. The stock's performance reflects market concerns over its cautious fiscal 2026 outlook, particularly for its Reinforcement Materials segment, which is battling cyclical headwinds. Analysts remain divided, with price targets ranging widely, and technical indicators are signaling bearish trends as the company navigates a challenging environment while emphasizing growth in Performance Chemicals, especially battery materials.

Mizuho has reiterated its "Outperform" rating for Cabot (CBT) and increased its price target to $80.00 from $72.00, reflecting an 11.11% rise. This update comes amidst various analyst ratings, with the average one-year target price from 5 analysts currently at $67.00, suggesting a slight downside from the current price. GuruFocus estimates a GF Value of $74.30 for CBT, indicating a potential upside of 10.03%.

Norges Bank recently acquired 689,470 shares of Cabot Corporation (NYSE:CBT), establishing a new stake worth approximately $51.71 million, representing 1.30% of the company. This comes as Cabot missed recent quarterly earnings and revenue expectations and provided a FY2026 EPS guidance of $6.00–7.00, below analysts' forecast. Despite a mixed-to-negative analyst sentiment with an average "Reduce" rating and a target price of $63.67, several other hedge funds have also adjusted their positions in the specialty chemicals company.