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KWR

QUAKER CHEMICAL CORPORATION

In the published model solve dated 2026-Q2, anchored at $146.81, QUAKER CHEMICAL CORPORATION (KWR) is priced for +22.8% 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 June 27, 2026 from SEC EDGAR filings.

Published model solve
+22.8% growth
Priced In
within-range

Key Takeaways

• Quaker Houghton sells the process fluids that keep heavy industry running, the coolants, lubricants, and treatments used to make steel, aluminum, autos, and aerospace parts, an embedded, low-dollar-but-mission-critical input its customers rarely switch. • The price reads rich on cyclically depressed earnings but reasonable on normalized ones: at roughly 21 times mid-cycle operating income it implies a recovery toward the company's through-the-cycle margins, not perpetual trough conditions. • W

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Institutional ownership

275 institutional managers reported holding KWR in 13F filings for the quarter ended 2026-03-31. Together they hold about 88% of the company; the top 10 hold 48%. 28 opened new positions that quarter. Held by BlackRock, Vanguard Group, Royce & Associates, among others. On the short side, 1.7M shares were sold short as of the 2026-06-15 count, about 10% of shares outstanding (12.1 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.

Capital returns

KWR has cut its share count 2.7% over the past five years, spending $90.77M on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting), raised 14 years straight; the current rate is $1.99 a share annually. Cash returned over the past three years: $92.39M in dividends and $90.77M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at KWR over the trailing three years: 2025: 1 buy totaling $50k. 25 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.

Earnings reactions

KWR's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-05-05+11.3%-6.2%
2023-08-02-5.3%-17.2%
2023-11-03+13.0%+23.2%
2024-03-01+0.5%-6.3%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

KWR's latest 8-K filings: 2026-07-30 (items 2.02, 9.01); 2026-07-07 (items 5.02); 2026-05-15 (items 5.02, 5.07, 7.01, 9.01); 2026-04-30 (items 2.02, 9.01); 2026-04-14 (items 1.01, 2.03, 9.01).

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.

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Model solve date: 2026-Q2
Narrative composed: June 27, 2026

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.