METHANEX CORPORATION
In the published model solve dated 2026-Q2, anchored at $51.88, METHANEX CORPORATION (MEOH) is priced for +1.1% 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 24, 2026 from SEC EDGAR filings.
• Methanex sells one commodity into a market that abruptly lost a large slice of its supply, and the effect landed in price: the company realized $351 a tonne in the first quarter of 2026 and pointed to roughly $500 to $525 a tonne for April and May. [Source: Methanex Q1 2026 results release and earnings call, April 30, 2026] • The counterweight is a balance sheet carrying about $3.1 billion of net debt against $2.7 billion of shareholders' equity at the end of March 2026, which is why manageme
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200 institutional managers reported holding MEOH in 13F filings for the quarter ended 2026-03-31. Together they hold about 75% of the company; the top 10 hold 47%. 58 opened new positions that quarter. Held by Wellington Management, Vanguard Group, FMR (Fidelity), among others. On the short side, 818k shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (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.
MEOH has cut its share count 4.6% over the past five years. It pays a dividend, and has paid one every year in our records (10 and counting). Cash returned over the past three years: $152.80M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 24, 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.