Market Cap
$3.1B
ASH
ASHLAND INC.
$69.13 ▲ +0.75%
Prev close $68.61Market cap$3.1B
ConsensusBuy
12-mo target$80.18 (+16.0%)
▲ Bullish
Analyst conviction 8/10
High Impact Filing (8/10)24 New Institutional Positions26 Institutional Exits Materials & Mining
Snapshot
The big-picture read on ASH right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (75%)
Inst. Holders
50 funds
Inst. Value
$2.5B
Inst. Activity
24 buys / 26 sells
SEC Reports
8
Press Releases
1
Price chart 30d -6.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Bishop Steven D was granted 368 shares
Director @ $67.92 ($25.0K)
Sep 30, 2026 Insider
Chattopadhyay Sanat was granted 212 shares
Director @ $67.92 ($14.4K)
Sep 22, 2026 other
Ashland scales Transformed Vegetable Oils technology platform in crop care, launches agrimer™ eco-disperse OD polymeric dispersant
Scaling Transformed Vegetable Oils (TVO™), Ashland announces the global launch of agrimer™ eco-dispe
Sep 21, 2026 Insider
Aug 15, 2026 SEC MUSA OSAMA M acquired via exercise 10,418 shares
SVP and CTO @ $69.06 ($719.5K)
Ashland Inc. (ASH) saw mixed institutional activity in Q2 2026, with 12 buyers adding $194M in positions (dominated by m
INST-CLUSTER — Impact 4/10
Ashland reported Q3 2026 EPS of $0.91, missing consensus of $0.98 by 7.1%, while revenue of $497M beat the $486M estimat
PRESS-RELEASE — Impact 5/10
Ashland announced plans to release Q3 fiscal 2026 earnings on July 28, 2026, with a webcast on July 29. This is a routin
PRESS-RELEASE — Impact 2/10
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
5,712,189 shares ($376.4M)
Analyst ratings buy % +5.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
75% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 30, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 29, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 29, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 10, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jun 10, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 6, 2026 | Seaport Global | UPGRADE | Buy | 51% |
| Apr 30, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 8 | 4 | 0 | 0 | 75% | |
| Aug 1, 2026 | 4 | 8 | 4 | 0 | 0 | 75% | |
| Jul 1, 2026 | 4 | 8 | 4 | 0 | 0 | 75% | |
| Jun 1, 2026 | 4 | 8 | 4 | 0 | 0 | 75% | |
| May 1, 2026 | 4 | 8 | 5 | 0 | 0 | 71% | |
| Apr 1, 2026 | 4 | 8 | 5 | 0 | 0 | 71% | |
| Mar 1, 2026 | 4 | 8 | 5 | 0 | 0 | 71% | |
| Feb 1, 2026 | 4 | 8 | 5 | 0 | 0 | 71% |
Price targets
Where 11 covering analysts think ASH trades over the next 12 months.
$80.18 +16.0% upside Buy
Current$69.13 Low$70.00 Median$80.00 High$90.00 11 analysts
$70.00$90.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 1 bearish, 2 mixed, 4 neutral · avg impact 4.1/10.Plus 1 press releases.
MIXEDINST-CLUSTER4/10
Ashland Inc. (ASH) saw mixed institutional activity in Q2 2026, with 12 buyers adding $194M in posit
Aug 15, 2026
MIXEDPRESS-RELEASE5/10
Ashland reported Q3 2026 EPS of $0.91, missing consensus of $0.98 by 7.1%, while revenue of $497M be
Jul 28, 2026
NEUTRALPRESS-RELEASE2/10
Ashland announced plans to release Q3 fiscal 2026 earnings on July 28, 2026, with a webcast on July
Jul 14, 2026
BULLISHINST-CLUSTER5/10
An institutional cluster filing for Ashland Inc. (ASH) reveals significant net buying of $91.7M in Q
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
other
Ashland scales Transformed Vegetable Oils technology platform in crop care, launches agrimer™ eco-disperse OD polymeric dispersant
Scaling Transformed Vegetable Oils (TVO™), Ashland announces the global launch of agrimer™ eco-disperse OD TVO™ polymeric dispersant.
Aug 31, 2026
routine
Ashland to host Innovation Day for analysts and investors
Wilmington, Del., Aug. 31, 2026 (GLOBE NEWSWIRE) -- Ashland Inc. (NYSE: ASH) will host a live Innovation Day webcast for analysts and investors from W
Aug 24, 2026
announcement
Ashland advances high-growth oral biologics delivery applications with launch of permexa™ sodium caprate
Ashland advances high-growth oral biologics delivery applications with launch of permexa™ sodium caprate
Aug 7, 2026
dividend
Ashland board authorizes quarterly dividend
Ashland board authorizes quarterly dividend
Jul 31, 2026
short_interest_report
Short Interest: ASH down 21% to 4.5M shares
Settlement 2026-07-31 | Days to cover: 5.28 | ≈9.78% of shares outstanding (est.)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.28 | $1.00–$1.35 | 18.6% | +0.0% | 4↑ 5↓ | $0.5B | 9 |
| Next Q | $0.32 | $0.23–$0.45 | 22.4% | +0.0% | 1↑ 2↓ | $0.4B | 4 |
| Current FY | $3.53 | $3.20–$3.70 | 4.4% | -0.5% | 3↑ 7↓ | $1.9B | 12 |
| Next FY | $4.31 | $3.90–$4.65 | 22.2% | +0.0% | 6↑ 3↓ | $1.9B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.281 | — |
| 7d ago | $1.281 | — |
| 30d ago | $1.281 | — |
| 60d ago | $1.375 | -0.094 |
| 90d ago | $1.357 | -0.076 |
Institutional ownership
Which big funds own ASH (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.5B total value (37,888,937 shares) as of 2026-Q2. Top holders: BlackRock,, FRANKLIN, DIMENSIONAL. Net selling activity: 26 institutions trimmed/exited vs 24 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,712,189 | $376.4M | 15.1% | ADD +33.0% |
| FRANKLIN RESOURCES INC | 3,616,479 | $238.3M | 9.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,486,307 | $163.8M | 6.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,462,838 | $162.3M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,063,055 | $135.9M | 5.5% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,037,663 | $134.3M | 5.4% | TRIM -27.6% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1,999,908 | $131.8M | 5.3% | — |
| STATE STREET CORP | 1,891,594 | $124.6M | 5.0% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,823,353 | $116.8M | 4.7% | — |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1,600,714 | $105.5M | 4.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 4,294,911 | 5,712,189 | +33.0% | $376.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 2,814,887 | 2,037,663 | -27.6% | $134.3M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 848,935 | 1,249,931 | +47.2% | $82.4M |
| NORTHERN TRUST CORP | ADD | 485,274 | 760,083 | +56.6% | $50.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 425,504 | 540,444 | +27.0% | $35.6M |
| Point72 Asset Management, L.P. | NEW | — | 483,195 | — | $31.8M |
| Gotham Asset Management, LLC | DOUBLED | 89,100 | 362,258 | +306.6% | $23.9M |
| GOLDMAN SACHS GROUP INC | ADD | 177,859 | 275,825 | +55.1% | $18.2M |
| Allianz Asset Management GmbH | DOUBLED | 51,169 | 141,543 | +176.6% | $9.3M |
| Nuveen, LLC | ADD | 68,473 | 129,056 | +88.5% | $8.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 21 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Bishop Steven D | Director | AWARD | 368 | $67.92 | $25.0K |
| Sep 30, 2026 | Chattopadhyay Sanat | Director | AWARD | 212 | $67.92 | $14.4K |
| Sep 21, 2026 | MUSA OSAMA M | SVP and CTO | EXERCISE | 10,418 | $69.06 | $719.5K |
| Sep 21, 2026 | MUSA OSAMA M | SVP and CTO | TAX W/H | 3,647 | $69.06 | $251.9K |
| Sep 15, 2026 | MUSA OSAMA M | SVP and CTO | AWARD | 14,230 | — | — |
| Aug 11, 2026 | LAMPKIN ROBIN E. | SVP, GC & Secretary | EXERCISE | 1,806 | $74.58 | $134.7K |
| Aug 11, 2026 | LAMPKIN ROBIN E. | SVP, GC & Secretary | TAX W/H | 526 | $74.58 | $39.2K |
| Jul 29, 2026 | MUSA OSAMA M | SVP and CTO | EXERCISE | 1,267 | $57.96 | $73.4K |
| Jul 29, 2026 | MUSA OSAMA M | SVP and CTO | EXERCISE | 9,793 | — | — |
| Jul 27, 2026 | Thomas Peter T | Director | AWARD | 978 | $66.38 | $64.9K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ASH.
Shares short
4,402,859
Settlement Sep 15, 2026
Change vs prior
-8.7%
Semi-monthly cycle
Days to cover
6.8
At avg daily volume
Of shares outstanding
≈9.6%
Estimate — not % of float
All ASH filing & press-release reports (9)
- INST-CLUSTER reportAug 15, 2026
- PRESS-RELEASE reportJul 28, 2026
- PRESS-RELEASE reportJul 14, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 29, 2026
- 3 reportMay 18, 2026
- PRESS-RELEASE reportMay 5, 2026
- PRESS-RELEASE reportApr 28, 2026
- PRESS-RELEASE reportApr 15, 2026