425 ·Filed Jul 31, 2026

HUN

Huntsman CORP
NEUTRAL
Impact 5/10
Horizonweeks Processed2mo ago SEC0001193125-26-328835
Rule 425 M&A communications
Actionable Insight • Neutral

The filing confirms deal momentum with no surprises. The August 25 shareholder vote is the next key catalyst. Monitor for any regulatory updates or shareholder opposition; given the market's historical skepticism (14% win rate on prior HUN reports), any negative news could weigh on the stock.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
HUN ▼ -4.39% at T+20d
NEUTRAL call ✗ call lost -4.39% · α vs SPY -5.63% · entry $10.02 → $9.58
Next anchor: T+60d in 24d
Latest observation: T+41 +5.52% FF3 residual α
Entry anchored
Jul 31, 03:59 PM ET
via exchange tick
T+1d
+4.09%
call +4.09% · α +2.29%
$10.43
settled 2mo ago
T+5d
+3.39%
call +3.39% · α +1.37%
$10.36
settled 8w ago
T+20d
-4.39%
call -4.39% · α -5.63%
$9.58
settled 5w ago
T+60d
—
call — · α —
—
in 24d

Price Chart

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Executive Summary

Olin CEO Kenneth Lane provided a deal update during Olin's Q2 2026 earnings call, confirming the all-stock merger with Huntsman remains on track. Shareholder voting is underway ahead of the August 25 special meeting, management roadshows reported supportive feedback, and pre-closing integration planning is set to begin in Q3. No changes to deal terms, synergy targets ($400M), or expected close (first half 2027) were disclosed.

Key Financial Metrics

Deal Type
merger

Key Facts

  • Definitive proxy filed July 13, 2026; shareholder voting commenced for August 25 special meeting.
  • Management roadshow with both Olin and Huntsman shareholders; response described as 'very supportive'.
  • Pre-closing integration planning to begin in Q3 2026, led by Todd.
  • $400 million synergy target reaffirmed; closing expected in first half 2027.
  • No changes to deal terms, exchange ratio, or timeline from prior disclosures.

Financial Impact

No new financial data; $400M synergy target reaffirmed, no changes to deal terms.

Risk Factors

  • Shareholder vote failure on August 25, 2026.
  • Regulatory delays or antitrust hurdles.
  • Persistent market skepticism limiting upside even if deal closes.

Market Snapshot

Exchange
NYSE
Sector
Chemicals & Allied Products
Analyst Consensus
10% bullish (21 analysts)

Investment Themes

Materials & Mining

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (Primary)0001193125-26-328835
Document: 0001193125-26-328835-index-headers.html0001193125-26-328835
Document: 0001193125-26-328835-index.html0001193125-26-328835
Document: 0001193125-26-328835.txt0001193125-26-328835
23 reports for HUN
Performance horizon
22% Hit rate 2 of 9 directional calls best @ T+1▲ +4.09%Aug 3, 2026
Filters
Rows
Reports for HUN — sortable, filterable
TypeNow
Aug 25, 2026
5w ago
8-K
BULLISH ★ 6/10
$9.63 $8.86▼ −8.00%▼ −9.20%$8.53 (−11.42%)
Aug 3, 2026
8w ago
Insider Buy
BULLISH ★ 4/10
$10.02 $9.58▼ −4.39%▼ −5.63%$8.53 (−14.87%)
Jul 31, 2026
8w ago
425
NEUTRAL ★ 5/10
$10.02 $9.58▼ −4.39%▼ −5.63%$8.53 (−14.87%)
Jul 31, 2026
9w ago
425
NEUTRAL ★ 5/10
$10.02 $9.58▼ −4.39%▼ −5.63%$8.53 (−14.87%)
Jul 14, 2026
11w ago
425
NEUTRAL ★ 5/10
$11.91 $10.44▼ −12.34%▼ −14.83%$8.53 (−28.38%)
Jul 13, 2026
11w ago
425
NEUTRAL ★ 5/10
$11.61 $10.36▼ −10.77%▼ −13.95%$8.53 (−26.53%)
Jul 13, 2026
11w ago
425
NEUTRAL ★ 5/10
$11.61 $10.36▼ −10.77%▼ −13.95%$8.53 (−26.53%)
Jun 25, 2026
14w ago
425
NEUTRAL ★ 3/10
$11.41 $12.81▲ +12.27%▲ +11.01%$8.53 (−25.24%)
Jun 17, 2026
15w ago
425
NEUTRAL ★ 4/10
$12.73 $11.86▼ −6.83%▼ −8.15%$8.53 (−32.99%)
Jun 16, 2026
15w ago
425
NEUTRAL ★ 4/10
$12.73 $11.86▼ −6.83%▼ −8.15%$8.53 (−32.99%)
Showing 10 of 23

US Market Status

Market Closed — Opens Mon (64h 9m)

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