425 ·Filed Jun 16, 2026

HUN

Huntsman CORP
BULLISH
Impact 6/10
Horizonmonths Processed3mo ago SEC0001104659-26-074632
Rule 425 M&A communications
Actionable Insight ▲ Bullish

The merger is in early stages with regulatory and shareholder approvals pending. Monitor for S-4 filing, proxy statement, and any antitrust developments. The deal is expected to close in H1 2027, providing a long catalyst timeline.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
HUN ▼ -25.06% at T+60d
LONG call ✗ call lost -25.06% · α vs SPY -28.21% · entry $12.73 → $9.54
Entry anchored
Jun 16, 04:08 PM ET
via exchange tick
T+1d
-5.18%
call -5.18% · α -5.96%
$12.07
settled 4mo ago
T+5d
-11.08%
call -11.08% · α -10.03%
$11.32
settled 3mo ago
T+20d
-6.83%
call -6.83% · α -8.15%
$11.86
settled 3mo ago
T+60d
-25.06%
call -25.06% · α -28.21%
$9.54
settled 21d ago

Price Chart

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Executive Summary

Huntsman filed an employee presentation reiterating the terms of its all-stock merger of equals with Olin, announced on June 16, 2026. The deal creates OlinHuntsman Corporation, a $12B+ chemicals leader, with Huntsman shareholders receiving 0.5476 Olin shares per share and expected $400M+ in cost synergies. This filing confirms previously disclosed terms and emphasizes the strategic rationale and timeline for closing in H1 2027.

Key Financial Metrics

Deal Type
merger

Key Facts

  • Huntsman and Olin announced a definitive all-stock merger of equals to form OlinHuntsman Corporation.
  • Huntsman shareholders will receive 0.5476 Olin shares per share, with Olin shareholders owning 54.5% and Huntsman shareholders 45.5% of the combined entity.
  • The combined company is expected to generate over $400 million in cost synergies, including $300M+ by year 3 and $100M+ additional raw material integration benefits by 2031.
  • Transaction is expected to close in the first half of 2027, subject to regulatory approvals and shareholder votes from both companies.
  • The combined company will have pro forma 2025 revenue of $12.5B and EBITDA of $0.9B to $1.3B (including run-rate synergies).

Financial Impact

All-stock merger with no cash consideration; combined revenue of $12.5B and $400M+ in expected annual synergies.

revenueebitdadilutionsynergies

Risk Factors

  • Regulatory approval risk, particularly from antitrust authorities in multiple jurisdictions.
  • Shareholder approval risk from both Olin and Huntsman shareholders.
  • Integration risk and potential failure to achieve projected synergies of $400M+.
  • Execution risk in a cyclical chemicals market.

Market Snapshot

Exchange
NYSE
Sector
Chemicals & Allied Products
Analyst Consensus
9% bullish (23 analysts)

Investment Themes

Materials & Mining

Documents Analyzed

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

DocumentAccession Number
425 Filing (Primary)0001104659-26-074632
Document: 0001104659-26-074632-index-headers.html0001104659-26-074632
Document: 0001104659-26-074632-index.html0001104659-26-074632
Document: 0001104659-26-074632.txt0001104659-26-074632
23 reports for HUN
Performance horizon
25% Hit rate 2 of 8 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 22m)

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