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
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
3.65% more ownership
Funds ownership: 90.82% [Q3] → 94.47% (+3.65%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
6% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 127
7% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 58
3% less funds holding
Funds holding: 364 [Q3] → 353 (-11) [Q4]
17% less capital invested
Capital invested by funds: $3.86B [Q3] → $3.18B (-$674M) [Q4]
62% less call options, than puts
Call options by funds: $2.81M | Put options by funds: $7.38M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$69
19%
upside
Avg. target
$78
34%
upside
High target
$93
61%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo Michael Sison 4% 1-year accuracy 2 / 45 met price target | 19%upside $69 | Overweight Maintained | 27 Mar 2025 |
JP Morgan Jeffrey Zekauskas 28% 1-year accuracy 13 / 47 met price target | 23%upside $71 | Overweight Upgraded | 26 Mar 2025 |
UBS Joshua Spector 25% 1-year accuracy 10 / 40 met price target | 61%upside $93 | Buy Maintained | 29 Jan 2025 |
Financial journalist opinion
Based on 4 articles about ASH published over the past 30 days
Neutral
GlobeNewsWire
9 hours ago
Ashland expands pharmaceutical plant for Aquarius™ tablet coatings and commissions new microbial protection capability in Brazil, demonstrating strategy to globalize, innovate, and invest
Increased production capacity and market presence expected to drive competitive position and organic growth; follows previous investments in Ireland and China Increased production capacity and market presence expected to drive competitive position and organic growth; follows previous investments in Ireland and China
Neutral
GlobeNewsWire
4 days ago
Ashland to host 2025 Innovation Day for analysts and investors
WILMINGTON, Del., March 28, 2025 (GLOBE NEWSWIRE) -- Ashland Inc. (NYSE: ASH) is hosting an Innovation Day for analysts and investors at the company's Bridgewater, New Jersey facility, Thursday, May 29, 2025. The event will showcase the enhanced capabilities and expanded applications of Ashland's scalable technology platforms. Registration is required, with options to attend via live webcast or in person.
Neutral
Zacks Investment Research
2 weeks ago
Ashland Wraps Up Divestment of Avoca Business to Mane
ASH closes the sales of its Avoca business, the last entity remaining from the Pharmachem acquisition.
Neutral
GlobeNewsWire
2 weeks ago
Ashland completes sale of Avoca business to Mane
Wilmington, Del., March 17, 2025 (GLOBE NEWSWIRE) -- Ashland Inc. (NYSE: ASH) announced today that it has completed the sale of its Avoca business to Mane effective March 14, 2025. Financial terms of the transaction were not disclosed.
Positive
Seeking Alpha
1 month ago
Ashland Presents Attractive Upside Emerging From The Downcycle
Ashland is generating attractive free cash flow and is well-positioned to achieve its 2027 target of $600 million EBITDA and 50% FCF conversion rate. Despite the stock selling off over the last 8 months, Ashland's strategic acquisitions and divestitures have strengthened its market position, with a focus on high-margin, patent-protected products. Ashland's strong balance sheet, low leverage, and fixed-rate debt provide stability and flexibility to navigate the current downcycle in the specialty chemicals sector.
Positive
Kiplinger
1 month ago
The Best Materials Stocks to Buy
Materials stocks represent a wide swath of cyclical industries. Here's how investors can find the best ones to buy.
Neutral
Zacks Investment Research
2 months ago
Ashland's Earnings Outpace Estimates, Revenues Miss in Q1
Organic sales volume growth in ASH's Personal Care, Specialty Additives and Intermediates segments largely offset lower volumes in Life Sciences in Q1.
Neutral
Seeking Alpha
2 months ago
Ashland Inc. (ASH) Q1 2025 Earnings Call Transcript
Ashland Inc. (NYSE:ASH ) Q1 2025 Earnings Conference Call January 29, 2025 9:00 AM ET Company Participants William Whitaker - VP, Finance and Director, IR Guillermo Novo - Chair and CEO Kevin Willis - CFO Alessandra Faccin - SVP and GM, Life Sciences and Intermediates Jim Minicucci - SVP and GM, Personal Care Dago Caceres - SVP and GM, Specialty Additives Conference Call Participants Michael Sison - Wells Fargo Chris Parkinson - Wolfe Research John Roberts - Mizuho David Begleiter - Deutsche Bank Jeff Zekauskas - JPMorgan Mike Harrison - Seaport Research Partners Bhavesh Lodaya - BMO Capital Markets Josh Spector - UBS Operator Good day and thank you for standing by. Welcome to the Ashland Inc. First Quarter 2025 Earnings Conference Call.
Negative
Zacks Investment Research
2 months ago
New Strong Sell Stocks for January 29th
ARCAY, ASH and DNKEY have been added to the Zacks Rank #5 (Strong Sell) List on January 29, 2024.
Positive
Zacks Investment Research
2 months ago
Here's What Key Metrics Tell Us About Ashland (ASH) Q1 Earnings
Although the revenue and EPS for Ashland (ASH) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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