Earnest Partners 13F: Adds $4.8M to Cabot (CBT) Stake

Earnest Partners Increases Cabot Holdings

Institutional investor Earnest Partners grew its stake in Cabot Corporation (NYSE:CBT) during the period ended May 15, 2026, according to a Form 13F filing submitted to the SEC. The filing reflects holdings as of that reporting date and might not represent the fund's current position today. Earnest Partners raised its investment by purchasing 52,703 additional shares, lifting its total count to 3,158,617 shares. The reported value of the position stood at roughly $286.9 million.

Growth in the Position

The fund previously held 3,105,914 shares of the specialty chemicals provider. This adjustment represented a 1.7% increase in the portfolio's share count. Because 13F filings look backward at completed quarters, the disclosed totals capture past portfolio choices rather than live trading activity.

Cabot Stock Performance

Cabot shares traded near $90.82 recently, moving inside a 52-week band spanning from $58.33 to $94.53. The company carries a market capitalization of nearly $4 billion. Its trailing price-to-earnings ratio sits at 21.45, while the forward P/E rests at 10.96 based on projected earnings.

Insider Buying and Selling at Cabot Corporation

Company insiders made small purchases of stock on June 12, 2026. Douglas Delgrosso acquired 28 shares at a price of $87.65 for a total value of $2,454.20. Masterson William III, who serves as a Senior Vice President, bought 3 shares at the same price of $87.65 totaling $262.95.

Analysts Set New Price Targets

Financial firms have updated their outlooks on the specialty chemicals producer across recent months. Mizuho maintained a neutral rating on June 25, 2026, setting a target of $90.00. UBS maintained a neutral rating on August 5, 2026, lowering its target from $97.00 to $92.00, and later maintained a neutral rating on October 5, 2026, with an $86.00 target. JP Morgan maintained an underweight rating on August 7, 2026, raising its target from $70.00 to $78.00. Overall, the stock holds a consensus mean price target of $91.33 across six analyst opinions.

Inside Cabot Corporation

Headquartered in Boston, Massachusetts, Cabot Corporation manufactures specialty chemicals and performance materials. The company produces reinforcing carbons for tires and industrial goods, along with specialized carbon additives used in inks, coatings, and lithium-ion batteries for electric vehicles. Founded back in 1882, the firm operates across global markets through distribution networks and sales representatives.

What to Watch at Cabot Corporation

Market participants will look toward Cabot Corporation's next earnings report, which is scheduled for November 2, 2026, to check on profitability and revenue growth. Further institutional disclosures will clarify whether Earnest Partners continues adding to its position or holds steady in upcoming quarters.