Stock Traders Buy High Volume of Element Solutions Put Options (NYSE:ESI)
Element Solutions (NYSE:ESI) experienced unusually high volume in put option buying, with 7,009 put options purchased, a 207% increase from the average. Despite this bearish options activity, analysts maintain a "Buy" rating with a consensus price target of $39.57. The company recently reported strong quarterly earnings, beating estimates, and declared a quarterly dividend of $0.08 per share.
Element Solutions declares $0.08 quarterly dividend By Investing.com
Element Solutions Inc (NYSE:ESI) has announced a quarterly cash dividend of $0.08 per share, representing a 0.81% yield, following an over 80% stock surge in the past year. The specialty chemicals company recently reported strong Q1 2026 financial results, with earnings per share and revenue exceeding expectations, driven by growth in its Electronics division and analyst upgrades. Despite appearing overvalued by InvestingPro analysis, the company's exposure to AI and datacenters is contributing to its robust performance.
Element Solutions Keeps Quarterly Dividend at $0.08 a Share, Payable June 15 to Shareholders of Record June 1
Element Solutions Inc. will maintain its quarterly dividend at $0.08 per share. This dividend is scheduled to be paid on June 15 to shareholders who are on record as of June 1. The announcement was made on May 20, 2026.
Element Solutions Inc Declares Q2 Dividend of $0.08 Per Share
Element Solutions Inc (NYSE: ESI) announced that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The dividend is scheduled to be paid on June 15, 2026, to stockholders of record as of June 1, 2026. Element Solutions Inc is a specialty chemicals technology company providing solutions for various industries.
Element Solutions Inc Declares Q2 Dividend of $0.08 Per Share
Element Solutions Inc (NYSE: ESI) announced that its board of directors has declared a quarterly cash dividend of $0.08 per share of common stock. The dividend is scheduled to be paid on June 15, 2026, to stockholders of record as of June 1, 2026. Element Solutions Inc is a specialty chemicals technology company providing solutions that enhance the performance of products used daily.
Element Solutions Inc (ESI) Analyst/Investor Day - Slideshow (NYSE:ESI) 2026-05-19
Element Solutions Inc (NYSE: ESI) published a slide deck in conjunction with its Analyst/Investor Day. The presentation was shared by SA Transcripts, Seeking Alpha's team responsible for providing earnings call transcripts and other related content. This event provides insights for investors and analysts interested in Element Solutions.
Element Solutions (NYSE:ESI) Stock Forecast & Analyst Predictions
Element Solutions (NYSE:ESI) is forecast to achieve significant earnings and revenue growth, driven by strong performance in its Electronics segment and recent acquisitions. Analysts have revised revenue estimates upward and price targets higher, though some caution is warranted due to increased leverage. The company also announced a quarterly cash dividend and has completed various share repurchase programs.
Thrivent Financial for Lutherans Has $63.08 Million Stock Holdings in Element Solutions Inc. $ESI
Thrivent Financial for Lutherans increased its stake in Element Solutions Inc. (NYSE:ESI) by 7.4% during the fourth quarter, holding 2,524,090 shares valued at approximately $63.1 million. Wall Street analysts generally have a "Buy" rating on ESI with a consensus price target of $39.57. Element Solutions recently surpassed earnings and revenue expectations in its quarterly report, though the stock saw a slight dip in Friday trading.
Element Solutions (ESI) price target increased by 17.38% to 47.08
This article reports that the price target for Element Solutions (ESI) has been increased by 17.38% to $47.08. This suggests a positive outlook for the company's stock from analysts.
Sequoia Financial Advisors LLC Has $773,000 Position in Element Solutions Inc. $ESI
Sequoia Financial Advisors LLC significantly reduced its stake in Element Solutions Inc. (NYSE:ESI) by 78.5% in the fourth quarter, leaving it with shares valued at approximately $773,000. Despite this, institutional ownership of ESI remains high at 92.32%, with other major funds like Goldman Sachs and Millennium Management increasing their positions. Element Solutions reported strong quarterly earnings, surpassing analyst estimates for both EPS and revenue, contributing to a consensus "Buy" rating and an average price target of $39.57 from analysts.
Jim Cramer on Element Solutions: “I Gave the Stock My Enthusiastic Endorsement”
Jim Cramer highlighted Element Solutions Inc. (NYSE: ESI) on Mad Money, noting its strong performance after his earlier endorsement. The specialty chemicals company saw a 34% gain in six weeks and a 73% year-to-date increase, reporting a "beat-and-raise" quarter, while still trading at under 24 times earnings estimates. Cramer maintains a positive view of the company, recognizing it as a "very, very good company."
Jim Cramer’s 21 Stock Calls: Micron, Affirm, and the Strength of the Data Center Complex
Jim Cramer highlighted Element Solutions Inc. (NYSE:ESI) as a promising stock, noting its 34% gain since his endorsement and its role in the booming semiconductor and AI infrastructure markets. The company, a specialty chemicals and technology provider, reported a strong beat-and-raise quarter and trades at under 24 times this year's earnings estimates. Cramer, who also mentioned his preference for Qnity (NYSE:Q), affirmed Element Solutions as a good company led by Martin Franklin.
Jim Cramer’s 21 Stock Calls: Micron, Affirm, and the Strength of the Data Center Complex
Jim Cramer highlighted Element Solutions Inc. (NYSE:ESI) on Mad Money, praising its performance driven by the semiconductor and AI infrastructure boom. He noted the stock's significant gains and strong earnings despite its already impressive year-to-date run, reaffirming his positive outlook on the specialty chemicals company. Cramer's comments underscore the continued strength he sees in companies tied to the data center complex.
Industry Analysts Just Made A Substantial Upgrade To Their Element Solutions Inc (NYSE:ESI) Revenue Forecasts
Industry analysts have significantly upgraded their revenue forecasts for Element Solutions Inc (NYSE:ESI) following its recent first-quarter results. The consensus estimate for 2026 revenue has increased by 11%, reaching US$2.7b. Despite this, the average price target remains unchanged at US$31.33, suggesting that the recent share price increase has already been factored into existing valuations.
Need To Know: Analysts Are Much More Bullish On Element Solutions Inc (NYSE:ESI) Revenues
Analysts have significantly upgraded their near-term revenue forecasts for Element Solutions Inc (NYSE:ESI), now expecting US$3.5 billion in revenues for 2026, a 24% increase from the prior year. This revised outlook represents a substantial gain from previous estimates and projects a 33% annualized revenue growth, notably faster than the company's historical performance and the wider industry. The consensus price target also increased by 17% to US$47.30, reflecting heightened optimism about the company's intrinsic value.
A Look At Element Solutions (ESI) Valuation After Mixed First Quarter Results And Portfolio Expansion
Element Solutions (ESI) reported mixed first-quarter results with increased sales but decreased net income, leading to a 4.45% share price decline post-earnings. Despite this, the company shows strong long-term momentum with significant share price returns over the past month and year. Analysts view the stock as potentially overvalued, with a fair value of $40.10 against its last closing price of $42.27, although future growth relies on the successful commercialization of innovative products and favorable market conditions.
UBS Group AG Purchases 142,722 Shares of Element Solutions Inc. $ESI
UBS Group AG increased its stake in Element Solutions Inc. by 13.8% in the fourth quarter of 2025, acquiring an additional 142,722 shares, bringing its total holdings to 1,180,026 shares valued at approximately $29.5 million. This comes as Element Solutions reported stronger-than-expected Q1 2026 results with an EPS of $0.41 and revenue of $840 million, surpassing analyst estimates. Despite broad analyst positivity and a "Buy" consensus rating, an insider recently sold nearly half of their holdings.
Element Solutions Inc. (NYSE:ESI) Receives Average Rating of "Buy" from Brokerages
Element Solutions Inc. (NYSE:ESI) has received a consensus "Buy" rating from eleven brokerages, with an average 12-month price target of $39.57. The company recently reported strong Q1 results, exceeding revenue and EPS estimates, and its stock is trading near its 52-week high while also distributing a quarterly dividend. Insider transactions and institutional investor activity show varied movements in shareholdings.
Element Solutions Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
Element Solutions Inc. has filed an SEC Form 8-K concerning its results of operations and financial condition, including financial statements and exhibits. This filing was reported by Quantisnow, a platform that aggregates market data and news for investors. The article also provides recent analyst ratings and details on insider transactions for Element Solutions Inc.
Zacks Industry Outlook Highlights Element Solutions, Perimeter Solutions and Hawkins
The Zacks Chemicals Specialty industry is currently facing significant headwinds due to weak demand in key markets like Europe and China, coupled with persistent high input, supply chain, and logistics costs. Despite these challenges, companies such as Element Solutions Inc., Perimeter Solutions, Inc., and Hawkins, Inc. are implementing strategic measures including cost reductions and expansion into high-growth areas to navigate the difficult environment. The industry's near-term outlook is described as bleak, underperforming both the broader Basic Materials sector and the S&P 500 over the past year.
No insider trades in Element Solutions (ESI) director Martin Franklin Form 4
Element Solutions Inc director Martin E. Franklin has filed a Form 4 indicating no insider trading activity. The filing shows zero buy, sell, acquisition, disposition, exercise, gift, tax withholding, or restructuring transactions, meaning there was no change in his reported holdings. This Form 4 is considered a routine compliance filing.
Element Solutions Investors Reject Say-on-Pay at Annual Meeting
At its 2026 annual meeting, Element Solutions (ESI) shareholders elected eight directors and ratified PwC as auditor, but rejected the advisory say-on-pay proposal, indicating significant dissatisfaction with executive compensation. TipRanks' AI Analyst, Spark, rated ESI as Neutral due to mixed fundamentals, constructive technicals, and valuation concerns despite raised guidance. Element Solutions is a specialty chemicals company supplying materials and process technologies to industrial and electronics sectors.
Element Solutions (NYSE: ESI) director gains shares through RSU vesting
Element Solutions director E. Stanley O'Neal increased his equity-based holdings through the vesting of 6,539 previously granted Restricted Stock Units (RSUs) into common shares. He also received a new award of 3,272 RSUs. Following these transactions, O'Neal directly holds 154,371 shares of Element Solutions common stock.
Element Solutions (NYSE: ESI) director reports RSU vesting and new grant
Element Solutions director Ian G H Ashken reported that previously granted Restricted Stock Units (RSUs) vested into 6,539 shares, which were then transferred to a revocable trust. He also received a new grant of 3,272 RSUs, set to vest on May 4, 2027, or the company's next annual meeting, with potential for accelerated vesting upon a change of control. After these transactions, Ashken indirectly holds 19,949 shares through the trust, with direct holdings reported as zero.
Element Solutions (NYSE: ESI) director exercises 6,539 RSUs, granted 3,272 new units
Element Solutions Inc (NYSE: ESI) director Susan W. Sofronas reported exercising 6,539 Restricted Stock Units (RSUs) that vested on May 4, 2026, increasing her direct common stock holdings to 12,785 shares. Simultaneously, she received a new grant of 3,272 RSUs, which are set to vest by May 4, 2027, or the next annual stockholders’ meeting, provided she remains a director. These transactions, detailed in a Form 4 filing, represent routine equity compensation events rather than open-market trades.
Shareholders at Element Solutions (NYSE: ESI) vote down 2026 executive pay plan
Element Solutions Inc (NYSE: ESI) shareholders rejected the advisory "say-on-pay" proposal for executive compensation at their 2026 annual meeting, with 133.4 million votes against and 94.4 million for. Despite this, they re-elected all eight director nominees and ratified PricewaterhouseCoopers LLP as the independent auditor. The high participation rate of 96% of outstanding shares underscores the significance of the vote, signaling shareholder dissatisfaction with executive pay practices, which the board is expected to consider in future compensation decisions.
Element Solutions stock reaches all-time high of $43.84
Element Solutions Inc (ESI) has reached an all-time high of $43.84, with shares currently trading at $44.04, marking a 109.51% surge in the past year and 72% year-to-date. This growth, driven by a strong Electronics segment and 13% revenue increase, has led analysts to raise price targets, although InvestingPro suggests the stock may be overvalued.
Vanguard Group Inc. Reduces Stock Position in Element Solutions Inc. $ESI
Vanguard Group Inc. reduced its stake in Element Solutions Inc. by 1.1% in the fourth quarter of 2025, selling 268,166 shares and retaining ownership of 25,145,035 shares, valued at approximately $628.4 million. This move leaves Vanguard with about 10.39% of the company. Additionally, director E. Stanley Oneal significantly decreased his holdings by 49.27% through a sale of 143,564 shares, while other institutional investors like M&T Bank Corp and Zurcher Kantonalbank Zurich Cantonalbank increased their positions.
Element Solutions (ESI) Is Up 6.6% After AI-Fueled Guidance Hike Despite Lower EPS - Has The Bull Case Changed?
Element Solutions Inc (ESI) reported increased sales of US$840 million but lower net income and EPS in Q1 2026. The company saw double-digit organic growth in its Electronics segment, driven by AI infrastructure demand, leading to a raised full-year adjusted EBITDA guidance. The article discusses whether this electronics-driven growth and guidance hike changes ESI's investment narrative, especially considering increased balance sheet risk from recent acquisitions.
Why Element Solutions (ESI) Is Riding A Powerful Industry Wave
Element Solutions Inc (ESI) has shown strong year-to-date performance and received fresh analyst support after robust quarterly results, particularly in electronics where it delivered double-digit organic growth. Analysts at Truist and UBS raised price targets, citing the company's strong position as a key supplier to electronics and semiconductor manufacturing markets. This indicates growing investor confidence in ESI's ability to capitalize on secular trends in advanced manufacturing, data infrastructure, and chip-related demand.
Element Solutions (ESI) Is Up 6.6% After AI-Fueled Guidance Hike Despite Lower EPS - Has The Bull Case Changed?
Element Solutions (ESI) saw its stock rise by 6.6% after reporting Q1 2026 results with increased sales but lower net income and EPS. The company raised its full-year adjusted EBITDA guidance due to strong demand in its Electronics segment, driven by AI infrastructure and high-performance electronics. This reinforces the investment narrative focusing on high-value electronics materials, though investors should consider the increased balance sheet risk from recent acquisitions.
Element Solutions (NYSE: ESI) boosts Q1 2026 sales 41% and hikes full-year EBITDA outlook
Element Solutions Inc (NYSE: ESI) reported significant growth in Q1 2026, with net sales increasing 41% to $840.0 million and adjusted EBITDA rising 26% to $162.3 million. The company completed two major acquisitions, Micromax and EFC, which contributed to this performance, and subsequently raised its full-year 2026 adjusted EBITDA guidance to $665–$685 million. Despite the strong top-line performance, GAAP net income declined due to a prior-year divestiture gain, and the company noted increased debt and interest expenses related to the acquisitions.
Jennison Associates LLC Acquires 798,017 Shares of Element Solutions Inc. $ESI
Jennison Associates LLC significantly increased its stake in Element Solutions Inc. (NYSE:ESI) by 57.8%, acquiring an additional 798,017 shares to hold 2,179,035 shares valued at $54.45 million. This comes as Element Solutions beat its quarterly earnings and revenue estimates, leading to several analysts raising their ratings and price targets for the stock. Despite institutional confidence, a director reduced their personal holdings, selling over 143,000 shares.
A Look At Element Solutions (ESI) Valuation After Record Q1 And Raised 2026 EBITDA Guidance
Element Solutions (ESI) reported a record first quarter in 2026, driven by strong electronics sales and recent acquisitions, leading to a significant year-to-date share price increase of 64.19%. Despite this strong performance and raised adjusted EBITDA guidance, the company is considered 6.2% overvalued based on a narrative that ties its valuation to ambitious electronics and data center growth assumptions. The article suggests investors consider both bullish and cautious narratives, recommending further independent data analysis and exploration of other investment opportunities.
Element Solutions Inc (ESI) Q1 2026 Earnings Call Highlights: Re
Element Solutions Inc (ESI) reported a record first quarter in 2026, showcasing double-digit organic sales growth and significant margin expansion, particularly in its Electronics segment, driven by AI infrastructure and high-performance electronics. Despite navigating challenges from geopolitical events and inflationary pressures, and experiencing negative free cash flow due to high working capital and increased metal prices, the company remains optimistic about continued growth. ESI is investing in CapEx to support customer demand and consolidation, anticipating sustained strong performance throughout 2026.
Element Solutions Inc (NYSE:ESI) Q1 2026 Earnings Call Transcript
Element Solutions Inc reported a strong start to 2026 with record Q1 results, driven by double-digit organic sales growth in its Electronics segment and solid margin expansion. The company's performance was boosted by strategic acquisitions of ESC and Micromax, and accelerating demand in high-value, fast-growing subsegments like AI infrastructure build-out. Despite geopolitical uncertainties and inflationary pressures, ESI raised its adjusted EBITDA guidance for the full year, anticipating continued strength in Electronics while expecting softer demand in Industrial Solutions.
Element Solutions Inc (ESI) Q1 2026 Earnings Call Highlights: Record Growth Amidst Challenges
Element Solutions Inc (ESI) reported strong Q1 2026 results with double-digit organic sales growth and margin expansion, particularly in its Electronics segment, driven by AI infrastructure. Despite challenges from geopolitical events, inflation, and negative free cash flow, the company is investing in growth and consolidation initiatives. ESI’s management expressed confidence in continued growth, emphasizing volume-driven expansion and strategic acquisitions.
Element Solutions (NYSE: ESI) grows Q1 2026 revenue 41% and expands EBITDA margin
Element Solutions reported robust Q1 2026 results, with net sales increasing 41% to $840.0 million and Adjusted EBITDA rising 26% to $162.3 million. Despite strong top-line growth and improved EBITDA margins, GAAP net income declined to $56.0 million, primarily due to the absence of a large divestiture gain from the prior year and higher interest expenses after two significant acquisitions. The company's electronics segment was a key driver of growth, while strategic acquisitions like Micromax and EFC expanded its market presence, albeit increasing debt.
Vanguard holds 13.69M Element Solutions (NYSE: ESI) shares
Vanguard Portfolio Management has reported a beneficial ownership of 13,690,322 shares of Element Solutions Inc. (NYSE: ESI) common stock, which equates to 5.62% of the class. This stake represents holdings for Vanguard funds and managed accounts, with Vanguard Portfolio Management exercising sole voting power over 27,257 shares and sole dispositive power over all 13,690,322 shares. The filing is a Schedule 13G, indicating a passive investment without intent to change or influence control of the issuer.
Element Solutions Q1 2026 slides: electronics surge drives guidance raise
Element Solutions Inc. reported strong Q1 2026 results, exceeding analyst expectations driven by surging demand from data center and AI applications in its Electronics segment. The company raised its full-year 2026 adjusted EBITDA guidance due to this high-end electronics strength, despite temporary negative free cash flow linked to working capital and higher metals prices. The stock surged premarket on the news, reflecting its position as a key beneficiary of the AI infrastructure buildout.
Element Solutions Tops Earnings and Revenue Estimates in Q1
Element Solutions Inc. (ESI) surpassed Q1 2026 earnings and revenue estimates, reporting 41 cents per share (excluding one-time items) and $840 million in net sales, driven by strong performance in its Electronics segment due to AI infrastructure demand. The company also raised its full-year adjusted EBITDA outlook to $665-$685 million.
Element Solutions (NYSE:ESI) Announces Quarterly Earnings Results, Beats Expectations By $0.03 EPS
Element Solutions (NYSE:ESI) reported strong quarterly earnings, surpassing analyst expectations with $0.41 EPS against an estimated $0.38 and revenues of $840.00 million, exceeding the $764.16 million forecast. Despite the positive results, the stock saw a slight dip to $38.79. The company maintains a "Buy" consensus rating from Wall Street with an average price target of $37.00.
Press Release: Element Solutions Inc Reports Record Quarterly Results and Increases 2026 Full Year Guidance
Element Solutions Inc has reported record quarterly results, driven by strong performance across its businesses. The company achieved its highest-ever adjusted EBITDA and adjusted EPS, leading to an increase in its full-year 2026 guidance. This positive financial outcome reflects strong operational execution and market demand.
Element Solutions (ESI) stock rises on Q1 2026 Earnings
Element Solutions (ESI) reported strong Q1 2026 results with revenue up 41.5% year over year to $840 million, surpassing analyst estimates. Despite a decline in net income and diluted EPS, and weakened operating cash flow, the company saw a significant improvement in operating profit, leading to a 4.18% rise in its stock price. Insider trading data showed several high-value sales by executives, while institutional investors had mixed activity, with some significantly adding and others removing shares in Q4 2025.
Element Solutions Inc Reports Record Quarterly Results and Increases 2026 Full Year Guidance
Element Solutions Inc reported record first-quarter 2026 results with net sales of $840 million, a 41% increase reported or 10% organically, and adjusted EBITDA of $162 million, up 26%. The company's Electronics segment saw particularly strong organic growth (15%) driven by AI infrastructure build-out. Consequently, Element Solutions raised its full-year 2026 adjusted EBITDA guidance to $665 million to $685 million.
Element Solutions, Inc. Hits New 52-Week High of $41.09
Element Solutions, Inc. has reached a new 52-week high of $41.09, demonstrating strong performance in the Chemicals & Petrochemicals sector with a 70.77% one-year gain, significantly outperforming the S&P 500. The company boasts a market capitalization of $8,080 million, a P/E ratio of 37.00, and a substantial dividend yield of 95.64%. Its financial health is further supported by a low debt-to-equity ratio of 0.38 and a return on equity of 8.26%.
Element Solutions earnings on deck amid semiconductor upturn
Element Solutions Inc is preparing to release its first-quarter results, with analysts expecting significant year-over-year growth in both earnings and revenue, driven by a recovering semiconductor industry. Investors will be closely watching the performance of its electronics segment, integration progress of recent acquisitions, and the company's margin trajectory amidst input costs and integration expenses. The company's ability to continue its prior quarter's outperformance in a challenging environment will be key to market reception.
Element Solutions: Q1 Earnings Snapshot
Element Solutions Inc (ESI) reported first-quarter profit of $55.9 million, or 23 cents per share. After adjusting for non-recurring costs, earnings were 41 cents per share, surpassing Wall Street expectations. The company also announced revenue of $840 million for the quarter.
Earnings Flash (ESI) Element Solutions Inc Reports Q1 Revenue $840.0M, vs. FactSet Est of $710.5M
Element Solutions Inc (ESI) reported its Q1 revenue at $840.0 million, significantly exceeding the FactSet estimate of $710.5 million. This financial update indicates a strong performance for the specialty chemicals company during the first quarter. The announcement was made via an earnings flash, indicating its immediate relevance to market watchers.
Element Solutions Q1 2026 Earnings Preview; Street Expects $0.38 EPS
Wall Street anticipates Element Solutions Inc (ESI) to report Q1 2026 earnings of $0.38 per share and revenue of $709.5 million on April 29, representing year-over-year growth. Analysts' estimates have remained stable, suggesting confidence in the company's performance. Investors will be observing segment-specific growth, margin trends, and especially management's forward guidance for the rest of 2026.
