Albemarle Management
Management Kriterienprüfungen 4/4
Albemarle CEO ist Jerry Masters , ernannt in Apr 2020, hat eine Amtszeit von 6.33 Jahren. Die jährliche Gesamtvergütung beträgt $15.51M , bestehend aus 9% Gehalt und 91% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.074% der Aktien des Unternehmens, im Wert von $11.74M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.2 Jahre bzw. 7.1 Jahre.
Wichtige Informationen
Jerry Masters
Geschäftsführender
US$15.5m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 9.02% |
| Amtszeit als Geschäftsführer | 6.3yrs |
| Eigentum des Geschäftsführers | 0.07% |
| Durchschnittliche Amtszeit des Managements | 3.2yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 7.1yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Aug 14
Lithium At $20/Kg: Why Albemarle Still Has Room To Run
Summary Albemarle is now a focused lithium and bromine pure-play, following the divestiture of its catalyst business and balance sheet improvements. ALB holds world-class lithium assets, securing a low-cost position and structural advantages, with a robust balance sheet and $2.7 billion in liquidity. The current lithium price recovery and disciplined supply underpin a base case EBITDA of ~$2.5 billion, with further upside from Kings Mountain and DLE expansion. Despite an 8% CAGR target return, ALB offers significant operating leverage to lithium prices, making it a speculative buy for patient, risk-tolerant investors. Read the full article on Seeking Alpha
Narrative-Update • Jul 30
ALB: Future Returns Will Rely On Tightening Lithium Supply And Cesium Offtake
Albemarle’s updated analyst price target framework points to a lower fair value estimate of $187.16 from $212.74. Analysts factor in a slightly higher discount rate, a revised revenue growth outlook of 7.91% with a 34.27% profit margin, and a future P/E assumption of 11.57 times that reflects recent cuts to Street targets despite generally supportive views on long term lithium demand.
Narrative-Update • Jul 16
ALB: Lithium Demand And Execution Tradeoffs Will Shape Future Share Performance
The analyst price target for Albemarle has been trimmed by about $3 to reflect a slightly lower fair value estimate, along with updated assumptions on discount rate, revenue trajectory, margins, and future P/E, even as Street research continues to highlight mixed views on lithium demand and relative upside in the stock. Analyst Commentary Recent Street research on Albemarle captures a wide range of views, with several firms still seeing upside tied to long term lithium demand while others are growing more cautious on execution, pricing risk, and where the stock is trading relative to its growth profile.Narrative-Update • Jul 01
ALB: Lithium Demand Tailwinds And Execution Risks Will Shape Future Returns
The analyst price target for Albemarle has been trimmed by about $3 to reflect a slightly higher discount rate and softer revenue outlook, even as analysts still highlight long term lithium demand and volume growth opportunities in recent research. Analyst Commentary Recent research on Albemarle reflects a mixed backdrop, with some firms trimming price targets while others reiterate or upgrade positive views tied to lithium exposure and long term volume growth projects.Analyseartikel • Jun 21
Albemarle (ALB) Stock Could Be 24.6% Undervalued After Recent Share Price Weakness
Albemarle (ALB) has drawn fresh attention after recent share price weakness, with the stock down 6% over the past month and 4% over the past 3 months. This has prompted investors to reassess its valuation and business mix. See our latest analysis for Albemarle. Beyond the recent weakness, Albemarle’s 1 day share price return of down 3.73% and 7 day return of down 5.91% sit against a year to date share price gain of 11.41%. The 1 year total shareholder return of about 1.9x contrasts with...Narrative-Update • Jun 13
ALB: Elevated Lithium Optimism Will Likely Pressure Future Share Returns
Albemarle's updated analyst price target rises by about $5 to $131, as analysts highlight higher long term volume potential, tighter lithium operating rates and a shift to a richer 17.8x future P/E multiple, despite more conservative assumptions for revenue growth and profit margins. Analyst Commentary Recent Street research on Albemarle reflects a mix of optimism around long term lithium volume potential and more guarded views on how much of this is already reflected in the stock price.Narrative-Update • May 30
ALB: Future Returns Will Rely On Tightening Lithium Supply And Cost Discipline
The analyst fair value estimate for Albemarle has increased from $172.62 to $212.74. Analysts attribute the updated view to higher target prices, expectations for mid single digit volume growth from key lithium assets, and ongoing cost discipline.
Narrative-Update • May 13
ALB: Lithium Recovery And Cost Discipline Will Drive Future Re Rating
Albemarle's analyst price target has shifted from $245 to $264, with analysts pointing to recent broad based target raises and updated assumptions on lithium pricing, capital discipline, and a higher future P/E multiple as key drivers behind the change. Analyst Commentary Recent research points to a clear shift in tone around Albemarle, with a series of price target raises and selected upgrades framed around improving lithium fundamentals, tighter cost control, and a willingness to reward shareholders for disciplined capital allocation.Narrative-Update • Apr 29
ALB: Lithium Price Recovery And Cost Discipline Will Drive Bullish Re Rating
Analysts have nudged Albemarle's implied fair value estimate higher, with the target moving from $230 to $245 as they factor in slightly stronger revenue growth expectations, a modestly higher profit margin outlook, and updated P/E assumptions following a series of recent target hikes and mixed rating changes across the Street. Analyst Commentary Recent research on Albemarle shows a cluster of higher price targets and selective upgrades, even as a few firms trim targets or ratings.Narrative-Update • Apr 15
ALB: Lithium Price Recovery And Cost Discipline Will Support Bullish Re Rating
Analysts have raised their average price targets for Albemarle by double-digit dollar amounts, placing them in the $150 to $230 range. They cite higher lithium price assumptions, more constructive views on supply and demand, and ongoing cost discipline as key supports for the updated valuation inputs.Narrative-Update • Apr 01
ALB: Lithium Tightening And Cost Discipline Will Drive Bullish Re Rating Ahead
Analysts have nudged Albemarle's price targets higher across the board, with several firms lifting their views by $10 to more than $100, as they point to stronger lithium pricing, disciplined cost control, and improving sentiment around electric vehicle and energy storage demand. Analyst Commentary Bullish analysts are leaning into a more constructive view on Albemarle, with a cluster of upgrades and higher price targets tied to lithium pricing, cost discipline, and renewed interest in battery supply chains.Narrative-Update • Mar 18
ALB: Lithium Price Rally Will Likely Curb Future Share Returns
The analyst price target for Albemarle has been revised higher to $126.39 from $75.00. Analysts point to stronger lithium pricing, tighter inventories, and ongoing cost and capital expenditure discipline as key reasons for the shift.Narrative-Update • Mar 03
ALB: Lithium Tightening And Price Recovery Will Support Re Rating Ahead
Albemarle's updated analyst price targets have moved higher, with several firms lifting their ranges into roughly the mid to low $200s as analysts point to stronger lithium pricing, tighter inventories, and what they view as improving supply and demand fundamentals for the commodity. Analyst Commentary Recent Street research on Albemarle shows a clear tilt toward more constructive views, with many bullish analysts increasing price targets across a wide range and several moving to more positive ratings.Narrative-Update • Feb 17
ALB: Lithium Supply Tightening And Pricing Recovery Will Drive Re Rating
The analyst price target for Albemarle has been raised to $230, up from $143.88, as analysts factor in stronger lithium pricing, improved supply and demand expectations, and updated views on margins and future price-to-earnings (P/E) multiples. Analyst Commentary Recent Street research on Albemarle has tilted more positive, with several bullish analysts lifting price targets and moving to more constructive ratings.Analyseartikel • Feb 12
Newsflash: Albemarle Corporation (NYSE:ALB) Analysts Have Been Trimming Their Revenue Forecasts
The analysts covering Albemarle Corporation ( NYSE:ALB ) delivered a dose of negativity to shareholders today, by...Narrative-Update • Feb 03
ALB: Future Returns Will Depend On Sustained Lithium Tightness And Pricing Power
The analyst price target for Albemarle has been raised from about $148 to roughly $173. This change reflects analysts' use of a slightly lower discount rate, modestly higher revenue growth assumptions, and a higher future P/E multiple, supported by a series of recent target hikes and upgrades tied to stronger lithium pricing and tightening supply expectations.Narrative-Update • Jan 20
ALB: Future Returns Will Hinge On Sustained Lithium Pricing Strength
The analyst price target for Albemarle has been raised from about $125.49 to roughly $147.79 as analysts factor in higher lithium price assumptions, improved profit margin expectations, and a lower future P/E multiple, supported by a broad wave of recent upgrades and target increases across major research firms. Analyst Commentary Recent research on Albemarle reflects a clear shift toward more constructive views, with several upgrades and higher targets built around revised lithium price decks, inventory tightness, and evolving demand themes such as energy storage and physical AI.Analyseartikel • Jan 07
Albemarle Corporation (NYSE:ALB) Stocks Shoot Up 26% But Its P/S Still Looks Reasonable
Albemarle Corporation ( NYSE:ALB ) shares have continued their recent momentum with a 26% gain in the last month alone...Narrative-Update • Jan 05
ALB: Future Returns Will Depend On Lithium Pricing Outpacing Current Optimism
Narrative Update The analyst price target for Albemarle has increased from about $107 to roughly $125 as analysts incorporate updated lithium pricing assumptions, expectations for stronger medium-term earnings power, and slightly improved margin outlooks. These changes are reflected in a higher assumed future P/E multiple.Narrative-Update • Dec 18
ALB: Lithium Price Rebound Is Expected To Limit Future Share Upside
Analysts have raised our Albemarle fair value estimate to $75 from $58, reflecting higher projected lithium prices, improved demand expectations, and stronger medium term earnings power. Analyst Commentary Recent Street research on Albemarle has turned incrementally constructive on lithium pricing and near term earnings, but the overall tone remains balanced as many price targets and ratings embed limited upside from current levels.Narrative-Update • Dec 04
ALB: Future Returns Will Hinge On Sustained Lithium Price Recovery
Analysts have nudged our Albemarle fair value estimate higher to approximately $107 from about $103 per share, reflecting modestly improved lithium price expectations and slightly stronger long term earnings power despite still limited perceived upside. Analyst Commentary Street research has broadly shifted in a more constructive direction on Albemarle, with a series of target price increases reflecting higher assumed lithium prices and improved earnings power.Analyseartikel • Nov 25
Albemarle (NYSE:ALB) Has Announced A Dividend Of $0.405
The board of Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend on the 2nd of January, with...Narrative-Update • Nov 20
ALB: Future Stock Performance Will Depend On Sustained Lithium Price Recovery
Albemarle's analyst price target has increased significantly, reflecting a new consensus valuation of approximately $103 per share. Analysts cite improved lithium demand expectations, earlier achievement of higher average sales prices, and enhanced market fundamentals as key drivers behind the upward revision.Analyseartikel • Nov 18
Albemarle Corporation's (NYSE:ALB) 27% Share Price Surge Not Quite Adding Up
Albemarle Corporation ( NYSE:ALB ) shares have continued their recent momentum with a 27% gain in the last month alone...Narrative-Update • Nov 05
ALB: Future Earnings Outlook Will Balance Rising Lithium Prices And Chile Supply Uncertainties
The analyst price target for Albemarle has been revised upward from $92.92 to $96.45. Analysts point to favorable lithium price trends and improved earnings prospects as key drivers for the adjustment.Analyseartikel • Oct 31
Albemarle (NYSE:ALB) Is Due To Pay A Dividend Of $0.405
The board of Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend on the 2nd of January, with...Narrative-Update • Oct 22
Analysts Adjust Targets for Albemarle Amid Lithium Market Shifts and Safety Incident in Chile
Albemarle's analyst price target has increased to $100 from $95, as analysts cite recent government investments and evolving lithium supply dynamics as factors supporting a higher fair value for the stock. Analyst Commentary Recent analyst reports on Albemarle reflect a mix of optimism and caution, as shifting lithium supply dynamics and significant government involvement continue to shape the company's outlook and valuation.Narrative-Update • Oct 08
Policy Tailwinds And Cost Cuts Will Unlock Lithium Potential
Albemarle's analyst price target has increased from approximately $86.65 to $87.79, as analysts cite improving lithium market conditions, particularly due to actions related to supply in China, and slightly stronger profit margins supporting the updated valuation. Analyst Commentary Recent analyst activity on Albemarle reflects a shift in sentiment in response to market dynamics and company-specific developments.Narrative-Update • Sep 23
Policy Tailwinds And Cost Cuts Will Unlock Lithium Potential
Analysts have slightly raised Albemarle’s price target from $85.47 to $86.65, citing increased uncertainty around global lithium supply due to China mine closures, which reduces downside risk and may support a sustained lithium price recovery. Analyst Commentary China mine site closures have increased uncertainty around global lithium supply, raising the potential for sustained improvement in lithium prices.Analyseartikel • Sep 09
Albemarle (NYSE:ALB) Will Pay A Dividend Of $0.405
The board of Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend on the 1st of October, with...Analyseartikel • Sep 01
Albemarle Corporation's (NYSE:ALB) Shares Climb 25% But Its Business Is Yet to Catch Up
Albemarle Corporation ( NYSE:ALB ) shares have continued their recent momentum with a 25% gain in the last month alone...Narrative-Update • Aug 28
Policy Tailwinds And Cost Cuts Will Unlock Lithium Potential
Upward revisions to Albemarle's price target reflect improved sentiment as China lithium mine closures introduce upside risk to lithium prices and temper bearish views, resulting in a consensus analyst price target increase from $83.79 to $85.01. Analyst Commentary Recent China lithium mine site closures have introduced upside risk to lithium prices, challenging the prolonged bearish outlook for Albemarle.
Neues Narrative • Apr 22
Optimized Conversion Network And Capex Cuts Will Secure Lithium Stability
Optimization and cost efficiency efforts could improve Albemarle's margins despite volatile lithium prices, enhancing earnings stability.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$57m |
| Mar 31 2026 | n/a | n/a | -US$400m |
| Dec 31 2025 | US$16m | US$1m | -US$677m |
| Sep 30 2025 | n/a | n/a | -US$188m |
| Jun 30 2025 | n/a | n/a | -US$1b |
| Mar 31 2025 | n/a | n/a | -US$1b |
| Dec 31 2024 | US$14m | US$1m | -US$1b |
| Sep 30 2024 | n/a | n/a | -US$2b |
| Jun 30 2024 | n/a | n/a | -US$554m |
| Mar 31 2024 | n/a | n/a | US$326m |
| Dec 31 2023 | US$14m | US$1m | US$2b |
| Sep 30 2023 | n/a | n/a | US$3b |
| Jun 30 2023 | n/a | n/a | US$4b |
| Mar 31 2023 | n/a | n/a | US$4b |
| Dec 31 2022 | US$11m | US$1m | US$3b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$264m |
| Mar 31 2022 | n/a | n/a | US$281m |
| Dec 31 2021 | US$9m | US$1m | US$124m |
| Sep 30 2021 | n/a | n/a | US$212m |
| Jun 30 2021 | n/a | n/a | US$703m |
| Mar 31 2021 | n/a | n/a | US$364m |
| Dec 31 2020 | US$5m | US$667k | US$376m |
| Sep 30 2020 | n/a | n/a | US$382m |
| Jun 30 2020 | n/a | n/a | US$438m |
| Mar 31 2020 | n/a | n/a | US$507m |
| Dec 31 2019 | US$280k | n/a | US$533m |
Vergütung im Vergleich zum Markt: JerryDie Gesamtvergütung ($USD15.51M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD14.50M).
Entschädigung vs. Einkommen: JerryDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Jerry Masters (66 yo)
6.3yrs
Amtszeit
US$15,513,654
Vergütung
Mr. Jerry Kent Masters, Jr., has been Chief Executive Officer and Chairman of Albemarle Corporation since April 20, 2020 and serves as its Director since January 12, 2015 and is its President. He was Presi...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman | 6.3yrs | US$15.51m | 0.074% $ 11.7m | |
| CFO, Executive VP & Interim Principal Accounting Officer | 2.8yrs | US$4.13m | 0.0020% $ 313.5k | |
| Executive VP & COO | 1yr | US$3.27m | 0.0047% $ 752.2k | |
| Executive VP & Chief Commercial Officer | 8.6yrs | US$4.21m | 0.031% $ 4.9m | |
| Executive VP & Chief Business Transformation Officer | 1yr | US$3.23m | 0.0013% $ 202.7k | |
| Vice President of Investor Relations & Sustainability | no data | keine Daten | keine Daten | |
| Senior VP | 1.3yrs | keine Daten | 0.0013% $ 209.0k | |
| Senior VP and Chief External Affairs & Communications Officer | 3.5yrs | keine Daten | 0.00082% $ 129.8k | |
| Senior VP & Chief People and Workplace Transformation Officer | 1yr | keine Daten | 0.00066% $ 104.5k | |
| Chief Tax Counsel & VP of Tax | 9.9yrs | keine Daten | keine Daten | |
| Chief Supply Chain Officer | 4.3yrs | keine Daten | keine Daten | |
| President of Ketjen Global Business Unit | 3.2yrs | keine Daten | keine Daten |
3.2yrs
Durchschnittliche Betriebszugehörigkeit
59yo
Durchschnittliches Alter
Erfahrenes Management: ALBDas Führungsteam des Unternehmens gilt als erfahren (3.2 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman | 11.6yrs | US$15.51m | 0.074% $ 11.7m | |
| Independent Director | 9.2yrs | US$307.90k | 0.011% $ 1.7m | |
| Lead Independent Director | 13.1yrs | US$323.90k | 0.010% $ 1.6m | |
| Independent Director | 7.1yrs | US$306.90k | 0.0050% $ 790.2k | |
| Independent Director | less than a year | keine Daten | keine Daten | |
| Independent Director | 7.1yrs | US$301.90k | 0.0014% $ 221.7k | |
| Independent Director | less than a year | keine Daten | 0.0012% $ 185.3k | |
| Independent Director | 4.5yrs | US$291.40k | 0.0038% $ 600.2k | |
| Independent Director | 8.3yrs | US$301.40k | 0.0063% $ 989.7k | |
| Independent Director | 11.6yrs | US$308.90k | 0.011% $ 1.7m | |
| Independent Director | less than a year | keine Daten | 0.0013% $ 212.2k |
7.1yrs
Durchschnittliche Betriebszugehörigkeit
66yo
Durchschnittliches Alter
Erfahrener Vorstand: ALBDie Vorstandsmitglieder gelten als erfahren (7.1 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/21 04:52 |
| Aktienkurs zum Tagesende | 2026/08/21 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Albemarle Corporation wird von 34 Analysten beobachtet. 18 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| William Selesky | Argus Research Company |
| Benjamin Kallo | Baird |
| Andres Castanos-Mollor | Berenberg |