LyondellBasell Industries Exceeds 10% Dividend Yield Amid Trade Disputes

LyondellBasell Industries N.V. (LYB) has seen its stock price decline due to tariff and trade disputes, leading to a dividend yield exceeding 10%. The company is a leading specialty chemical manufacturer. The decline in stock price may present an opportunity to buy LYB shares.

LyondellBasell Industries N.V. (LYB), a leading specialty chemical manufacturer, has seen its stock price decline due to ongoing tariff and trade disputes. This decline has led to a significant increase in the company's dividend yield, now exceeding 10%. The stock's current price presents an opportunity for investors to consider buying shares.

LYB's stock price has been affected by the broader market's reaction to decreasing sales and net income. Despite major indexes like the Dow Jones and Nasdaq achieving solid weekly gains, LYB shares declined by 12% over the last quarter. This decline occurred even as the broader market showed resilience despite LYB's challenges. The company's recent dividend declaration of $1.37 per share on August 4, 2025, and earnings announcement on August 1, 2025, highlighted the company's efforts to maintain shareholder value.

Analysts have expressed varying opinions on LYB's future prospects. While some have set a "sell" rating due to concerns about declining revenue forecasts, others maintain a "hold" or "neutral" rating, acknowledging the company's strategic focus on recycling and low-cost region investments. The consensus price target remains around $63.08, suggesting potential upside of approximately 23% from the current price of $50.17.

Institutional investors have shown interest in LYB, with several funds increasing their holdings in the first quarter. HighTower Advisors LLC, for instance, increased its holdings by 137.9%, owning about 0.55% of the company's stock. This investor sentiment, combined with LYB's high dividend yield, presents an attractive opportunity for investors.

However, investors should carefully evaluate these projections against the backdrop of industry dynamics and LYB's evolving strategic priorities. The company's underperformance relative to the overall US market and the US Chemicals industry underscores the challenges it faces in keeping pace with broader market trends. Over the longer term, LYB's total shareholder return, including dividends, has been a 0.22% decline over five years.

In conclusion, LyondellBasell Industries N.V.'s stock price decline due to tariff and trade disputes has led to a significant increase in its dividend yield, now exceeding 10%. This presents an opportunity for investors to consider buying shares, given the company's strategic focus and the interest shown by institutional investors. However, investors should carefully evaluate the company's prospects and the broader market trends.

References:
[1] https://seekingalpha.com/article/4814098-lyondellbasell-best-time-to-buy-10-percent-yield-since-covid-panic-sale
[2] https://simplywall.st/stocks/us/materials/nyse-lyb/lyondellbasell-industries/news/lyondellbasell-industries-lyb-reports-q2-sales-drop-to-us765
[3] https://www.marketbeat.com/instant-alerts/filing-hightower-advisors-llc-buys-1020169-shares-of-lyondellbasell-industries-nv-nyselyb-2025-08-13/