Albemarle Corp SEC Filings

Albemarle Corporation director Gerald A. Steiner reported conversions of deferred phantom stock into common shares. On February 18, 2026, he exercised phantom stock units in two transactions, settling 153 units and 781 units into the same number of Albemarle common shares at a stated price of $0.00 per share.

The phantom stock represents deferred director compensation under Albemarle’s non‑employee director stock compensation and deferral plans, with units converting on a 1‑for‑1 basis into common stock and including dividend equivalent rights. Following these transactions, Steiner’s directly held common and phantom stock balances increased as part of his compensation arrangements rather than open‑market purchases.

ALB reports proposed insider sales of common stock by Eric W. Norris. The filing lists multiple planned dispositions dated 02/28/2023, 01/01/2024, 02/26/2024, and 02/28/2024. Examples shown include 1,112 shares on 02/28/2023 and 2,378 shares on 01/01/2024.

Albemarle Corporation’s Chief Business Transformation Officer, Melissa H. Anderson, reported an open‑market sale of Common Stock. On February 13, 2026, she sold 8,454 shares at a weighted average price of $163.71 per share, with individual trade prices ranging from $163.55 to $163.885.

After this sale, Anderson directly held 9,439 shares of Albemarle Common Stock. She also had 179.1617 shares held indirectly under the Albemarle Corporation Retirement Savings Plan, reflecting her plan balance as of the Form 4 date.

Albemarle Corporation is a global specialty chemicals company focused on lithium-based energy storage, bromine and other specialty solutions, and refinery catalysts under its Energy Storage, Specialties and Ketjen segments. It serves about 1,900 customers in roughly 70 countries and had approximately 7,800 employees as of December 31, 2025.

The company is reshaping its portfolio by divesting the controlling interest in the Ketjen Refining Solutions business to ChemCat AcquisitionCo, LLC and contributing the remainder to a new joint venture, expecting about $536 million in cash and retaining 49% of Holdco. It also sold its 50% stake in Eurecat S.A. for €105 million (about $123 million) and previously paid approximately $380 million to restructure the MARBL joint venture, gaining full ownership of the Kemerton lithium hydroxide facility.

Albemarle highlights heavy international exposure, with about 83% of net sales from foreign countries and 39% of net sales tied to China. It reports significant lithium price declines of roughly 85%–95% from early 2023 through 2025, leading to care-and-maintenance decisions at Kemerton and Chengdu, while pursuing growth in higher-priority lithium and specialties and setting climate goals such as a 35% reduction in scope 1 and 2 carbon intensity for Specialties and Ketjen by 2030.

Albemarle Corporation reported fourth-quarter 2025 net sales of $1.4 billion, up 16% year over year on 12% higher volumes led by Energy Storage and Ketjen. Despite this growth, it posted a net loss of $414 million, or $(3.87) per diluted share, mainly from tax-related items and asset write-downs tied to the expected Ketjen transaction; adjusted diluted loss per share was $(0.53).

Adjusted EBITDA for the quarter was $269 million, up 7%, driven by stronger pricing and volumes in Energy Storage and Ketjen. For 2025, Albemarle generated $1.3 billion of cash from operations and $692 million of free cash flow, helped by cost and productivity gains and sharply lower capital expenditures of $590 million, down 65%.

The company achieved about $450 million in cost and productivity improvements, sold its 50% stake in the Eurecat joint venture for $123 million in January 2026 and expects to close the sale of a controlling stake in Ketjen in the first quarter of 2026. For 2026, Albemarle outlines lithium price–based scenarios, with total net sales ranging from $4.1–$7.8 billion and adjusted EBITDA from $0.9–$4.4 billion, and plans capital expenditures of $550–$600 million. Year-end 2025 liquidity was about $3.2 billion, including $1.6 billion of cash and total debt of $3.2 billion, for net debt to adjusted EBITDA of roughly 2.0 times.

Franklin Resources Inc. and affiliates report a 3.1% passive ownership stake in Albemarle Corporation common stock. As of the event date, they are deemed to beneficially own 3,774,830 shares, including 3,185,331 shares issuable upon conversion of debt securities.

The shares are held in client accounts managed by Franklin investment subsidiaries, which exercise investment and voting discretion under advisory contracts. Franklin Resources, along with principal shareholders Charles B. Johnson and Rupert H. Johnson, Jr., may be deemed beneficial owners under SEC rules but all disclaim pecuniary interest.

The filing states the position represents ownership of 5 percent or less of Albemarle’s outstanding common stock and that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Albemarle.

Albemarle Corporation's Chairman & CEO and Director reported share withholding transactions related to restricted stock units. On 12/31/2025, three entries of common stock with transaction code "F" show shares withheld to cover tax obligations upon vesting of previously granted RSUs. The amounts withheld were 4,379 shares at $141.44, reducing beneficial ownership to 141,933 shares, then 9,245 shares at $141.44, reducing beneficial ownership to 132,688 shares, and finally 13,835 shares at $141.44, leaving 118,853 shares held directly. The notes explain these relate to RSUs granted on 02/24/2023, 02/22/2024, and 02/27/2025.

Albemarle Corporation reported a change in its board leadership. On December 8, 2025, director Dean L. Seavers submitted his resignation from the company’s Board of Directors and from all committees on which he serves, with the resignation to become effective on December 12, 2025. The company stated that his decision to resign is not related to any disagreement regarding Albemarle’s operations, policies, or practices. This indicates a governance change without an identified dispute over the company’s direction or management approach.

Capital Research Global Investors filed an amended Schedule 13G reporting beneficial ownership in Albemarle Corp. (ALB).

CRGI beneficially owns 2,111,525 shares of Albemarle common stock, representing 1.8% of the 119,794,457 shares believed outstanding, with an event date of 09/30/2025. It has sole voting and sole dispositive power over 2,111,525 shares and no shared power. The reported position includes 4,620,404 Convertible Preferred Stocks that represent 2,111,525 common shares. CRGI certifies the securities were acquired and are held in the ordinary course and not to influence control.