Albemarle Corporation
In the published model solve dated 2026-Q2, anchored at $105.03, Albemarle Corporation (ALB) is priced for +12.1% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Just under half the business is lithium and the rest is not: Energy Storage is 53% of revenue, with bromine-based Specialties at 27% and the Ketjen refining-catalyst business at 21%, which is why a lithium trough dented rather than erased the company. • Earnings are set by a price Albemarle does not control, and the 10-K says so directly: ⟦Energy Storage net sales and profitability are strongly dependent on lithium market prices, which are volatile⟧. • Second-quarter results land August 5, 202
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947 institutional managers reported holding ALB in 13F filings for the quarter ended 2026-03-31. Together they hold about 90% of the company; the top 10 hold 46%. 180 opened new positions that quarter. Held by Vanguard Group, Capital Group (American Funds), BlackRock, among others. On the short side, 11.0M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (4.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ALB's share count grew 0.9% over the past five years. It pays a dividend, and has paid one every year in our records (17 and counting), raised 10 years straight; the current rate is $1.62 a share annually. Cash returned over the past three years: $520.60M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ALB over the trailing three years: 2023: 1 buy totaling $167k. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ALB's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -4.2% | -22.2% |
| 2023-11-02 | -1.7% | +9.1% |
| 2024-02-16 | +4.7% | -8.5% |
| 2024-05-02 | +4.2% | -20.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ALB's latest 8-K filings: 2026-09-03 (items 5.02, 7.01, 9.01); 2026-08-21 (items 5.02); 2026-08-05 (items 2.02, 9.01); 2026-07-23 (items 5.02, 7.01, 9.01); 2026-06-05 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.