LXU
LSB INDUSTRIES, INC.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| Fund | Move | Value |
|---|---|---|
| AMERICAN CENTURY COMPANIES INC | ADD | $34.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | $16.9M |
| Qube Research & Technologies Ltd | DOUBLED | $16.6M |
| First Eagle Investment Management, LLC | ADD | $15.3M |
| CITADEL ADVISORS LLC | ADD | $11.8M |
| MORGAN STANLEY | ADD | $11.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | $8.4M |
| NORTHERN TRUST CORP | ADD | $5.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analystsPrice is below the lowest target. Median implies +18%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 10, 2026 | RBC Capital UPGRADE | Outperform |
| Jul 17, 2026 | RBC Capital MAINTAIN | Sector Perform |
| May 13, 2026 | UBS MAINTAIN | Neutral |
| May 11, 2026 | RBC Capital MAINTAIN | Sector Perform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 15, 2026 | 🔒 Fresh data, subscribers only | BUY | |
| 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| Period | EPS est. | Range | 30D 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, 2026SecBot reports
13 filings · 3 bullish · 1 bearish · 9 neutral- NEUTRAL 8-KSep 9, 2026
LSB Industries furnished an investor presentation highlighting strong financial performance (Q2'26…
This is a routine investor presentation with no new material facts beyond prior disclosures. Monitor for Class VI permit approval on the CCS project and quarterly results for evidence of EBITDA…
- NEUTRAL 8-KJun 1, 2026
LSB Industries accelerated the planned turnaround at its Pryor, Oklahoma facility from July 2026…
Monitor the next quarterly earnings for any cost overruns or production impact from the accelerated turnaround. The company's statement that cost and duration are unchanged provides no new financial…
- NEUTRAL EFFECTMay 22, 2026
The SEC declared effective LSB Industries' S-3 shelf registration (File No. 333-295904) on May 21…
The shelf is now effective, allowing TLB-LSB to sell shares at any time. Monitor for a takedown announcement or Form 4 filings from the Boehly entity. The company's strong cash position ($181.7M)…
- NEUTRAL 8-KMay 21, 2026
LSB Industries announced it will assume full ownership of the carbon capture and sequestration…
The $95 million commitment represents a material capital outlay for a ~$960M market cap company. Monitor for financing details (debt vs. cash) and milestone progress in upcoming quarters. The CCS…
All LXU filing & press-release reports (13)
- 8-K reportSep 9, 2026
- 8-K reportJun 1, 2026
- EFFECT reportMay 22, 2026
- 8-K reportMay 21, 2026
- S-3 reportMay 14, 2026
- S-3ASR reportMay 14, 2026
- 8-K reportApr 27, 2026
- DEFA14A reportApr 15, 2026
- 8-K reportApr 7, 2026
- 8-K reportApr 3, 2026
- CLUSTER reportFeb 26, 2026
- 8-K reportFeb 26, 2026
- 8-K reportFeb 25, 2026