Market Cap
$7.5B
EMN
EASTMAN CHEMICAL CO
$64.31 ▲ +0.40%
Prev close $64.05Market cap$7.5B
ConsensusHold
12-mo target$80.93 (+25.9%)
▲ Bullish
Analyst conviction 6/10
30 New Institutional Positions20 Institutional Exits Materials & Mining
Snapshot
The big-picture read on EMN right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (59%)
Inst. Holders
50 funds
Inst. Value
$5.8B
Inst. Activity
30 buys / 20 sells
Insider Activity
$0.00 buy / $365.8K sell
Insider Net $
-$365.8K
SEC Reports
1
Price chart 30d -10.9%
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.
Oct 1, 2026 short_volume
Short Volume: EMN — 58.8% short (0.4M / 0.7M)
Short: 410,628 | Exempt: 1,037 | TRF Vol: 697,885 | Short Ratio: 58.8% | Off-exchange volume (dark p
Sep 2, 2026 Insider
OBRIEN JAMES J /KY gifted 7,860 shares
Director
Sep 2, 2026 Insider
OBRIEN JAMES J /KY gifted 2,482 shares
Director
Sep 2, 2026 Insider
OBRIEN JAMES J /KY gifted 5,378 shares
Director
Jun 30, 2026 Inst.
Capital Research Global Investors — TRIM
2,190,368 shares ($146.7M)
Jun 30, 2026 Inst.
Mar 24, 2026 SEC Boston Partners — ADD
1,494,024 shares ($100.1M)
Eastman Chemical Company filed its definitive proxy statement for the 2026 Annual Meeting of Stockholders, which will be
DEFA14A — Impact 3/10
Analyst ratings buy % +3.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
59% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 11, 2026 | Keybanc | INITIATE | Sector Weight | 52% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 3, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 2, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jun 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 5, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| May 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 7 | 9 | 0 | 0 | 59% | |
| Aug 1, 2026 | 6 | 7 | 9 | 0 | 0 | 59% | |
| Jul 1, 2026 | 6 | 7 | 9 | 0 | 0 | 59% | |
| Jun 1, 2026 | 6 | 7 | 9 | 0 | 0 | 59% | |
| May 1, 2026 | 6 | 7 | 9 | 0 | 0 | 59% | |
| Apr 1, 2026 | 6 | 6 | 10 | 0 | 0 | 55% | |
| Mar 1, 2026 | 6 | 6 | 10 | 0 | 0 | 55% | |
| Feb 1, 2026 | 5 | 6 | 11 | 0 | 0 | 50% |
Price targets
Where 15 covering analysts think EMN trades over the next 12 months.
$80.93 +25.9% upside Strong Buy
Current$64.31 Low$74.00 Median$79.00 High$100.00 15 analysts
$74.00$100.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 3.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: EMN — 58.8% short (0.4M / 0.7M)
Short: 410,628 | Exempt: 1,037 | TRF Vol: 697,885 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: EMN — 77.5% short (0.4M / 0.6M)
Short: 431,167 | Exempt: 100 | TRF Vol: 556,100 | Short Ratio: 77.5% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: EMN — 62.3% short (0.3M / 0.6M)
Short: 343,972 | Exempt: 373 | TRF Vol: 551,733 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: EMN — 70.8% short (0.4M / 0.5M)
Short: 380,880 | Exempt: 329 | TRF Vol: 538,031 | Short Ratio: 70.8% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: EMN — 1.4M shares, 41,181 trades
Week starting 2026-09-07. Total ATS volume: 1,400,278 shares across 41,181 trades.
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 | $1.94 | $1.89–$1.99 | 70.5% | -0.7% | 8↑ 3↓ | $2.4B | 13 |
| Next Q | $1.37 | $0.98–$1.65 | 82.2% | -2.0% | 2↑ 7↓ | $2.2B | 12 |
| Current FY | $6.36 | $5.85–$6.80 | 17.4% | -0.4% | 5↑ 6↓ | $9.3B | 15 |
| Next FY | $6.84 | $6.25–$7.45 | 7.5% | -1.3% | 7↑ 4↓ | $9.4B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.943 | — |
| 7d ago | $1.956 | -0.012 |
| 30d ago | $1.957 | -0.014 |
| 60d ago | $1.924 | +0.020 |
| 90d ago | $1.922 | +0.021 |
Institutional ownership
Which big funds own EMN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.8B total value (87,267,110 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 16,936,709 | $1.1B | 19.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,553,898 | $506.0M | 8.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 5,163,630 | $345.9M | 5.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,160,164 | $345.6M | 5.9% | — |
| STATE STREET CORP | 4,169,105 | $282.7M | 4.8% | — |
| MORGAN STANLEY | 3,330,732 | $223.1M | 3.8% | — |
| FRANKLIN RESOURCES INC | 2,872,422 | $192.4M | 3.3% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,664,222 | $178.4M | 3.1% | — |
| BANK OF AMERICA CORP /DE/ | 2,469,976 | $165.4M | 2.8% | — |
| EARNEST PARTNERS LLC | 2,402,860 | $160.9M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital Research Global Investors | TRIM | 4,844,307 | 2,190,368 | -54.8% | $146.7M |
| Boston Partners | ADD | 1,076,793 | 1,494,024 | +38.7% | $100.1M |
| MARSHALL WACE, LLP | DOUBLED | 376,617 | 1,412,188 | +275.0% | $94.6M |
| NORGES BANK | NEW | — | 1,325,685 | — | $88.8M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 610,150 | 1,226,031 | +100.9% | $82.1M |
| AMERIPRISE FINANCIAL INC | ADD | 596,748 | 1,015,162 | +70.1% | $68.0M |
| UBS Group AG | TRIM | 1,189,864 | 692,519 | -41.8% | $46.4M |
| JPMORGAN CHASE & CO | DOUBLED | 152,871 | 425,232 | +178.2% | $28.8M |
| Woodline Partners LP | TRIM | 660,525 | 331,620 | -49.8% | $22.2M |
| CITADEL ADVISORS LLC | ADD | 241,755 | 308,256 | +27.5% | $20.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 50 transactions. Net -$365.8K — $0.00 bought, $365.8K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | OBRIEN JAMES J /KY | Director | GIFT | 7,860 | — | — |
| Sep 2, 2026 | OBRIEN JAMES J /KY | Director | GIFT | 2,482 | — | — |
| Sep 2, 2026 | OBRIEN JAMES J /KY | Director | GIFT | 5,378 | — | — |
| Aug 4, 2026 | Holt Adrian James | SVP, Chf HR Ofcr | SELL | 3,283 | $71.31 | $234.1K |
| Jun 1, 2026 | Holt Adrian James | SVP, Chf HR Ofcr | AWARD | 4,341 | — | — |
| Jun 1, 2026 | Holt Adrian James | SVP, Chf HR Ofcr | TAX W/H | 1,058 | $75.49 | $79.9K |
| Jun 1, 2026 | Holt Adrian James | SVP, Chf HR Ofcr | EXERCISE | 4,341 | — | — |
| May 7, 2026 | Mink Kim Ann | Director | AWARD | 1,628 | $73.69 | $120.0K |
| May 7, 2026 | Alfonso Humberto P | Director | AWARD | 1,628 | $73.69 | $120.0K |
| May 7, 2026 | BEGEMANN BRETT D | Director | AWARD | 1,628 | $73.69 | $120.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EMN.
Shares short
5,769,526
Settlement Sep 15, 2026
Change vs prior
+7.0%
Semi-monthly cycle
Days to cover
5.4
At avg daily volume
Of shares outstanding
≈5.0%
Estimate — not % of float
All EMN filing & press-release reports (1)
- DEFA14A reportMar 24, 2026