Ashland
About: Ashland Inc is a world-wide specialty materials company that serves a wide range of industrial markets. The company has a business-centric operating model and is organized into four distinct segments: life sciences, personal care, specialty additives, and intermediates. Key customers for the firm include pharmaceutical companies and manufacturers of personal care products, food and beverages, and nutraceuticals and supplements. The life sciences segment derives maximum revenue. The company generates its sales from North America, Europe, Asia Pacific, and Latin America, and Others.
Employees: 3,200
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
1.47% less ownership
Funds ownership: 91.94% [Q2] → 90.47% (-1.47%) [Q3]
3% less funds holding
Funds holding: 376 [Q2] → 364 (-12) [Q3]
12% less capital invested
Capital invested by funds: $4.34B [Q2] → $3.84B (-$500M) [Q3]
17% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 58
27% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 141
63% less funds holding in top 10
Funds holding in top 10: 8 [Q2] → 3 (-5) [Q3]
82% less call options, than puts
Call options by funds: $3.44M | Put options by funds: $19.4M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
BMO Capital John McNulty 44% 1-year accuracy 21 / 48 met price target | 15%upside $84 | Market Perform Maintained | 11 Dec 2024 |
Wells Fargo Michael Sison 10% 1-year accuracy 4 / 40 met price target | 23%upside $90 | Overweight Maintained | 11 Dec 2024 |
Financial journalist opinion
Based on 7 articles about ASH published over the past 30 days
