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The Bull Case For Huntsman (HUN) Could Change Following Dividend Payout And Completed Buyback Program

Simply Wall St·08/12/2026 17:26:31
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  • Huntsman Corporation recently reported past second-quarter 2026 results, with sales of US$1,663 million and a net loss of US$6 million, while also affirming a US$0.0875 per-share cash dividend payable on September 30, 2026.
  • These results show meaningful year-over-year progress, as sales increased and losses narrowed alongside the completion of a multi-year US$1.45 billion share repurchase program covering more than 48 million shares.
  • We’ll now explore how Huntsman’s reduced net loss alongside its ongoing dividend shapes the existing investment narrative for the company.

Find 49 companies with promising cash flow potential yet trading below their fair value.

Huntsman Investment Narrative Recap

To own Huntsman today, you need to believe the company can turn a narrowed net loss into sustained profitability while contending with weak end markets and high European costs. The latest quarter shows improved results but does not materially change the biggest near term swing factor, which remains the timing and strength of any recovery in construction and housing demand, nor the key risk of prolonged overcapacity and pricing pressure in its core MDI and polyurethanes business.

The affirmed US$0.0875 quarterly dividend is the most relevant update here, as it sits alongside an unprofitable business and a completed US$1,452.51 million buyback of more than 48 million shares. Together, these moves highlight Huntsman’s ongoing capital return posture even as earnings remain in the red, which matters for investors weighing near term income against the risk that weak volumes, European cost pressures, and volatile cash flows could constrain future flexibility.

Yet behind the improving quarterly loss figures, the pressure from weak construction demand and high cost European operations is something investors should be aware of as they consider...

Read the full narrative on Huntsman (it's free!)

Huntsman's narrative projects $6.6 billion revenue and $602.8 million earnings by 2029.

Uncover how Huntsman's forecasts yield a $14.25 fair value, a 36% upside to its current price.

Exploring Other Perspectives

HUN 1-Year Stock Price Chart
HUN 1-Year Stock Price Chart

While recent results show a smaller net loss, the most pessimistic analysts were still only assuming about 1.4% annual revenue growth and US$62.5 million in earnings by 2029, reminding you that expectations for Huntsman’s recovery can differ widely and may shift again as this new information is absorbed.

Explore 5 other fair value estimates on Huntsman - why the stock might be worth as much as 53% more than the current price!

Form Your Own Verdict

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.