SecBot SecBot

LXU

LSB INDUSTRIES, INC.
NYSE· Industrial Inorganic Chemicals· Inc. DE· CIK 0000060714 Materials & Mining
$10.15 +0.26 (+2.63%)
Oct 26 4:00 PM ET · prev $9.89
Market cap
$702.7M
Small cap
Consensus
Buy
63% Buy or better · 8 analysts
Median target
$12.00
+18% · range $11.00–18.00
Next earnings
Oct 28
in 2 days · EPS est. $0.20
1 year
+8.7%
from $9.34 · Oct 27
30 days
+3.2%
from $9.84
52-week range
$8.16–16.88
−40% from high · low Nov 4
Avg volume 20D
765.3K
shares / day
Short interest
3.85M
≈5.3% of shares · +2.5%
Days to cover
4.6
at average volume
Insider net
−$76.6M
12 mo · excl. 1 subscriber-only trade
New fund stakes
0
Q2 2026 13F · 0 exits
SecBot read MIXED 1 report · 90 days
Balance 0 bearish · 0 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 1/1 ·Next Earnings date, Oct 28, 2026

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

  • S Feb 9 to Feb 11 3 days of insider sells: $468.1K by 1 insider, avg $10.04
  • R Feb 25 LSB Industries reported strong fourth quarter and full-year 2025 res…
  • S Feb 26 to Mar 2 2 days of insider sells: $3.0M by 2 insiders, avg $11.74
  • S Mar 26 1 insider sell $72.6M at $14.85
  • S Jun 8 to Jun 10 2 days of insider sells: $590.3K by 2 insiders, avg $11.91
  • A Aug 10 RBC Capital upgrades
  • B Aug 12 1 insider buy $9.9K at $9.89
  • B Sep 15 1 insider buy $11.3K at $11.30

Signal stack

Where each data set points today.

  • InsidersMIXED

    1 insider bought $21.2K. 5 insiders sold $76.6M. Excludes 1 subscriber-only trade.

  • InstitutionsBULLISH

    Q2 2026: 24 added (0 new), 13 trimmed or exited.

  • AnalystsBULLISH

    5 of 8 rate it Buy or better. Every target is above the price.

  • EstimatesFALLING

    Current-quarter EPS estimate $0.332 → $0.202 over 90 days. 0 up, 1 down in 30 days.

  • Short sellersSTEADY

    Short interest +2.5% to 3.85M shares. 4.6 days to cover, ≈5.3% of shares.

  • TrendDOWNTREND

    3% below its 50-day average.

Who's buying

13F· Q2 2026
0
new positions
0
exits
FundMoveSharesValue
AMERICAN CENTURY COMPANIES INCADD3,205,231$34.6M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED1,560,506$16.9M
Qube Research & Technologies LtdDOUBLED1,533,049$16.6M
First Eagle Investment Management, LLCADD1,418,900$15.3M
CITADEL ADVISORS LLCADD1,087,599$11.8M
MORGAN STANLEYADD1,043,524$11.3M
VANGUARD PORTFOLIO MANAGEMENT LLCADD777,568$8.4M
NORTHERN TRUST CORPADD549,611$5.9M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

8 analysts
Buy 63% rate it Buy or better
Strong Buy1Buy4Hold3Sell0Strong Sell0
12-month targets · 5 analysts

Price is below the lowest target. Median implies +18%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Aug 10, 2026RBC Capital
UPGRADE
UPGRADEOutperform
Jul 17, 2026RBC Capital
MAINTAIN
MAINTAINSector Perform
May 13, 2026UBS
MAINTAIN
MAINTAINNeutral
May 11, 2026RBC Capital
MAINTAIN
MAINTAINSector Perform

Insider ledger

Form 4
$21.2K
bought · 1 insider
$76.6M
sold · 5 insiders · excl. 1 subscriber-only trade
DateInsiderTypeValue
Oct 15, 2026🔒 Fresh data, subscribers onlyBUY
Sep 15, 2026
Ackerman Jonathan Z.
Director
BUY$11.3K
Aug 12, 2026
Ackerman Jonathan Z.
Director
BUY$9.9K
Jun 10, 2026
White Lynn F
Director
SELL$472.0K
Jun 8, 2026
CARVER KRISTY
SVP and Treasurer
SELL$118.3K
May 22, 2026
White Lynn F
Director
AWARD$120.0K
May 22, 2026
Bertocco Riccardo
Director
AWARD$120.0K
May 22, 2026
Peninger Diana M
Director
AWARD$120.0K

Earnings setup

Estimates
Oct 28
reports in 2 days
$0.20
EPS estimate, this quarter
−39%
estimate change, 90 days
0↑ 1↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$0.20$0.19–$0.21-6.9%$165.4M
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Sep 30, 2026
3,845,261
shares short
+2.5%
vs prior settlement
4.6
days to cover
≈5.3%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 15, 2026 Insider
🔒 Fresh data, subscribers only
Sep 15, 2026 Insider
Ackerman Jonathan Z. bought 1,000 shares
Director @ $11.30 ($11.3K)
Sep 9, 2026 SEC
LSB Industries furnished an investor presentation highlighting strong financial performance (Q2'26 TTM net sales +22%…
8-K — Impact 3/10
Aug 12, 2026 Insider
Ackerman Jonathan Z. bought 1,000 shares
Director @ $9.89 ($9.9K)
Jul 29, 2026 Earnings calendar
LXU Q2 2026 Earnings After Market Close — 2026-07-29
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — ADD
3,205,231 shares ($34.6M)
Jun 30, 2026 Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — DOUBLED
1,560,506 shares ($16.9M)
Jun 1, 2026 SEC
LSB Industries accelerated the planned turnaround at its Pryor, Oklahoma facility from July 2026 to immediately (May…
8-K — Impact 3/10
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent

SecBot reports

13 filings · 3 bullish · 1 bearish · 9 neutral
All LXU filing & press-release reports (13)