Albemarle 경영진
경영진 기준 점검 3/4
Albemarle CEO는 Jerry Masters, Apr2020 에 임명되었습니다 의 임기는 6.25 년입니다. 총 연간 보상은 $15.51M, 9% 급여 및 91% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $11.86M 가치에 해당하는 회사 주식의 0.074% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.1 년과 7.6 년입니다.
핵심 정보
Jerry Masters
최고경영자
US$15.5m
총 보수
| CEO 급여 비율 | 9.02% |
| CEO 재임 기간 | 6.3yrs |
| CEO 지분 보유율 | 0.07% |
| 경영진 평균 재임 기간 | 3.1yrs |
| 이사회 평균 재임 기간 | 7.6yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.Seeking Alpha • Jun 24
Albemarle: Why $20 Lithium Changes Everything
Summary Albemarle Corporation is rated Buy with a 12-month price target of $205, reflecting strong earnings leverage to recovering lithium prices. Q1 results demonstrate robust financial improvement: net sales up 33% YoY, adjusted EBITDA up 148%, and FCF at $248 million, driven by higher lithium prices and volumes. Grid-scale energy storage is emerging as a major lithium demand driver, with battery order books full through 2027 and demand growth trending above guidance. ALB's healthy balance sheet—$2.7B liquidity, 1x net debt/EBITDA, no major maturities until 2028—supports profitable growth and cushions against commodity price volatility. Read the full article on Seeking Alpha분석 기사 • 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...내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • Aug 15
Albemarle (NYSE:ALB) Is Due To Pay A Dividend Of $0.405
Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend of $0.405 per share on the 1st of October...분석 기사 • Jul 31
Albemarle (NYSE:ALB) Is Paying Out A Dividend Of $0.405
The board of Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend of $0.405 per share on the...분석 기사 • Jul 18
Albemarle Corporation's (NYSE:ALB) 27% Share Price Surge Not Quite Adding Up
Despite an already strong run, Albemarle Corporation ( NYSE:ALB ) shares have been powering on, with a gain of 27% in...
새로운 내러티브 • 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.Seeking Alpha • Apr 10
Albemarle: Tariff War Triggers Richer Yields And Improved Upside Potential
Summary ALB has fallen drastically since 2022 peaks, thanks to the moderating lithium spot prices, the over-supply issues in 2025, and the intensified tariff/trade war. This is on top of the potential impacts on near-term energy storage/EV demand, since lithium may be twice tariffed attributed to the global mining/ packaging/ final product development. Even so, ALB appears to be well capitalized to weather the near-term headwinds, thanks to the healthier balance sheet and Talison Joint Venture being adj EBITDA accretive from 2026/2027 onwards. This is on top of the projected lithium deficit from 2026 onwards, with it likely to trigger higher spot prices and improved top/bottom lines then. With ALB now offering a relatively rich total operational return at double digits, we are upgrading to a cautious Buy with numerous caveats. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| 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 |
보상 대 시장: Jerry의 총 보수(USD15.51M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.46M) 수준입니다.
보상과 수익: Jerry의 보상은 회사가 적자임에도 증가했습니다.
CEO
Jerry Masters (66 yo)
6.3yrs
재임 기간
US$15,513,654
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman | 6.3yrs | US$15.51m | 0.074% $ 11.9m | |
| CFO, Executive VP & Interim Principal Accounting Officer | 2.7yrs | US$4.13m | 0.0020% $ 318.1k | |
| Executive VP & COO | less than a year | US$3.27m | 0.0048% $ 761.0k | |
| Executive VP & Chief Commercial Officer | 8.5yrs | US$4.21m | 0.031% $ 5.0m | |
| Executive VP & Chief Business Transformation Officer | less than a year | US$3.23m | 0.0013% $ 204.6k | |
| Vice President of Investor Relations & Sustainability | no data | 데이터 없음 | 데이터 없음 | |
| Senior VP | 1.2yrs | 데이터 없음 | 0.0013% $ 211.0k | |
| Senior VP and Chief External Affairs & Communications Officer | 3.4yrs | 데이터 없음 | 0.00082% $ 131.1k | |
| Senior VP & Chief People and Workplace Transformation Officer | less than a year | 데이터 없음 | 0.00066% $ 105.5k | |
| Chief Tax Counsel & VP of Tax | 9.8yrs | 데이터 없음 | 데이터 없음 | |
| Chief Supply Chain Officer | 4.3yrs | 데이터 없음 | 데이터 없음 | |
| President of Ketjen Global Business Unit | 3.1yrs | 데이터 없음 | 데이터 없음 |
3.1yrs
평균 재임 기간
59yo
평균 나이
경험이 풍부한 관리: ALB의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.1 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman | 11.5yrs | US$15.51m | 0.074% $ 11.9m | |
| Independent Director | 9.1yrs | US$307.90k | 0.0086% $ 1.4m | |
| Lead Independent Director | 13yrs | US$323.90k | 0.0078% $ 1.3m | |
| Independent Director | 7yrs | US$306.90k | 0.0050% $ 799.4k | |
| Independent Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 7yrs | US$301.90k | 0.0014% $ 223.8k | |
| Independent Director | 4.4yrs | US$291.40k | 0.0022% $ 359.7k | |
| Independent Director | 8.2yrs | US$301.40k | 0.0047% $ 746.6k | |
| Independent Director | 11.5yrs | US$308.90k | 0.011% $ 1.8m | |
| Independent Director | less than a year | 데이터 없음 | 데이터 없음 |
7.6yrs
평균 재임 기간
66yo
평균 나이
경험이 풍부한 이사회: ALB의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.6 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/06 13:21 |
| 종가 | 2026/07/02 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석가 소스
Albemarle Corporation는 35명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Selesky | Argus Research Company |
| Benjamin Kallo | Baird |
| Andres Castanos-Mollor | Berenberg |