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LSB Industries, Inc. Stock: price and insider trades · United States
1 insider bought €18k of shares over the last 90 days, the latest filed 17 Sept 2026.
LSB Industries, Inc.: what insiders have been doing
LSB Industries, Inc., classified in the Chemicals & Materials sector, is a listed company. Its insiders report their share dealings to SEC (Form 4). Over the twelve months to 18 October 2026, 41 filings were filed, from 13 insiders.
Open-market activity splits into 2 purchases totalling €18k and 11 sales totalling €66.2M; 1 insider sit on the buying side and 5 insiders on the selling side. The totals exclude 1 filing filed without an amount. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. The buyers include 1 senior executive. Boehly Todd L filed the largest sale, €62.8M, on 30 March 2026.
The latest purchase dates back some time: it was published 31 days ago, on 17 September 2026. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. Section 16 rules allow two business days to file each Form 4. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
For context, the typical company on the same exchange (median of 5,810 companies) published 19 filings over the same period, against 41 filings here. Over the whole record (from 2016), the tally stands at 3 purchases and 17 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 December 2025), the company reported revenue of 615.2 m USD and net income of 24.6 m USD.
In the same sector, recent insider purchases at Culp Inc also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
155
Thresholds
n/a
Buy Volume
€64,817
3 ops. · all time
Sell Volume
€417M
17 ops. · all time
Who traded when
BuySaleBarry H. Golsen5 sales
Kristy Carver3 sales
Jonathan Z. Ackerman2 buys
Cheryl Maguire1 sale
John D. Chandler1 buy
Mark T. Behrman1 sale
+1 other insider
Since the insiders bought
- -1.3%Entry US$10.23 · Close 14 Oct 2026 US$10.10
- +104.7%Entry US$6.63 · Close at T+365 US$13.57
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate LSB Industries, Inc. Buy (bullish), based on 5 analysts. Average price target: US$13.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 13,855 of 24,161 companies
47.3
score / 100
Value57
Quality37
FCF yld2.4%
Earn yld3.2%
EV/EBITDA8.6x
ROE7.1%
Gross mgn17%
Net mgn4.0%
Debt/EBITDA3.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$10.10
Analyst consensus
5 analystsBuy
US$11.00Target US$13.00(+29%)US$18.00
Income statement
RevenueUS$615.2M
Gross profitUS$104.3M17% margin
EBITDAUS$145.1M24% margin
Net incomeUS$24.6M5.6% margin
Valuation
PER (trailing)20.2x
PER (forward)9.5x
P/Book1.3x
Beta0.44
Balance sheet & cash
Market capUS$727.2M
Total debtUS$489.4M
Free Cash FlowUS$18.1M
Debt / Equity91%
Profitability & ownership
ROE7.1%
ROA3.5%
% insiders18.7%
% institutions71.2%
Last declaration on 17 September 2026
Declarations155 total
1,000 shares@ US$11.300.0015% mcap8.1% of flowCommon StockSEC:0001193125-26-393688:0
Canonical exit: 14 Dec 2026 (T+90)
1,000 shares@ US$9.890.0013% mcap7.0% of flowCommon StockSEC:0001193125-26-349713:0
Canonical exit: 10 Nov 2026 (T+90)
40,000 shares@ US$11.79640.058% mcap80.8% of flowCommonSEC144:0001969223-26-000675
9,554 sharesCommon StockSEC:0000060714-26-000051:0
9,554 shares@ US$12.630.015% mcap13.4% of flowCommonSEC144:0001969223-26-000658
9,252 shares@ US$12.970.016% mcap84.9% of flowCommon StockSEC:0001193125-26-242334:0
9,252 shares@ US$12.970.016% mcap49.1% of flowCommon StockSEC:0000060714-26-000047:0
9,252 shares@ US$12.970.016% mcap40.2% of flowCommon StockSEC:0001193125-26-242333:0
706,880 shares@ US$14.571.31% mcap43.1% of flowCommon StockSEC:0000060714-26-000039:0
4,889,159 shares@ US$14.85100.0% of flowCommon StockSEC:0001193125-26-132164:0
20,000 shares@ US$15.0012.2% of flowCommon StockSEC:0001193125-26-114082:0
250,000 shares@ US$11.7512.2% of flowCommon StockSEC:0000060714-26-000037:0
2,091 shares@ US$10.992.5% of flowCommon StockSEC:0000060714-26-000034:0
826 shares@ US$10.000.0011% mcap1.0% of flowCommon StockSEC:0001193125-26-046894:0
29,462 shares0Common StockSEC:0001193125-26-041268:0
26,545 shares0Common StockSEC:0001193125-26-041266:0
25,115 shares0Common StockSEC:0000060714-26-000032:0
8,124 shares0Common StockSEC:0000060714-26-000029:0
153,604 shares0Common StockSEC:0000060714-26-000031:0
10,584 shares0Common StockSEC:0000060714-26-000030:0
14,034 shares@ US$9.880.6% of flowCommon StockSEC:0000060714-26-000023:0
2,514 shares@ US$9.881.2% of flowCommon StockSEC:0001193125-26-027859:0
2,538 shares@ US$9.881.0% of flowCommon StockSEC:0001193125-26-027856:0
1,692 shares@ US$9.882.4% of flowCommon StockSEC:0000060714-26-000024:0
868 shares@ US$9.880.9% of flowCommon StockSEC:0000060714-26-000022:0
25 of 155 declarations
About LSB Industries, Inc.
LSB Industries, Inc. (ticker: LXU) is a U.S.-listed chemical company traded on the NYSE in the United States. For international investors, it is best understood as a specialized nitrogen-chemicals and ammonia-based products producer with an industrial footprint concentrated in the U.S. LSB was founded in 1968 and is headquartered in Oklahoma City, Oklahoma. Over time, the company has built a portfolio of manufacturing assets centered on ammonia, nitric acid, and related nitrogen products. Its production network includes facilities in Cherokee, Alabama; El Dorado, Arkansas; and Pryor, Oklahoma, and it also operates a facility for a major global chemical company in Baytown, Texas. ([lsbindustries.com](https://lsbindustries.com/about/?utm_source=openai))
LSB’s business model is primarily driven by the manufacture and sale of ammonia and ammonia-related products, especially nitric acid, ammonium nitrate, and other nitrogen solutions used across industrial and agricultural end markets. The company also supplies industrial and high-purity metallurgical-grade ammonia for specialized applications such as water treatment, refrigeration, and power-plant emissions abatement. Nitric acid is another key product, serving customers in semiconductors, nylon, and polyurethane intermediates. This product mix gives LSB exposure to both farm demand and industrial demand, while keeping the business anchored in the nitrogen value chain. ([lsbindustries.com](https://lsbindustries.com/products/?utm_source=openai))
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From a competitive standpoint, LSB occupies a niche position as a specialized producer with integrated assets, logistics advantages, and access to multiple end markets. It is not a commodity giant, but rather a meaningful regional supplier whose economics are influenced by ammonia and nitric-acid pricing, fertilizer demand, plant utilization, and scheduled maintenance cycles. The company has also emphasized a strategy tied to low- and no-carbon products, which could become an important differentiator over time as customers and regulators place greater focus on emissions intensity and supply-chain sustainability. ([investors.lsbindustries.com](https://investors.lsbindustries.com/investor-overview?utm_source=openai))
Recent news has been constructive. In 2025, LSB reported stronger operating results, with higher revenue and adjusted EBITDA, along with a return to net income for the full year. Management also highlighted share repurchases and repurchases of senior secured notes, underscoring active balance-sheet management. Operationally, the company pointed to improved production performance, solid commercial execution, and the ability to benefit from favorable pricing across key products. Earlier disclosures in 2024 referenced turnaround activity and additional nitric acid storage capacity at El Dorado, suggesting ongoing efforts to improve reliability and capture incremental sales opportunities. Overall, LXU remains a cyclical specialty-chemicals name on the NYSE in the United States, with earnings sensitivity to product pricing, plant operations, and demand in agricultural and industrial nitrogen markets. ([investors.lsbindustries.com](https://investors.lsbindustries.com/news-releases/news-release-details/lsb-industries-inc-reports-operating-results-2025-fourth-quarter?utm_source=openai))
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