Mizuho cuts target for Element Solutions stock to USD 42.00
Mizuho has reduced its price target for Element Solutions (ESI) stock to USD 42.00 from USD 45.00, while maintaining a Neutral rating, despite the company reporting a strong Q2 2026 performance. Element Solutions exceeded revenue and adjusted EPS expectations, driven by significant growth in its Electronics segment, especially in AI infrastructure-related businesses. Management also raised its full-year 2026 adjusted EBITDA guidance, but the analyst target cut suggests a more selective valuation approach is being applied.
Element Solutions Inc (ESI) Stock Up 4.4% but GF Value Says Overvalued -- GF Score: 83/100
Element Solutions Inc (ESI) shares rose 4.4% to $37.93, but GuruFocus' GF Value estimates the stock is 4.9% overvalued at $36.16. Despite a strong GF Score of 83/100, indicating solid fundamentals, insider activity shows $25.7 million in insider selling with no purchases over the past year, suggesting potential caution for investors. The current P/E ratio of 51.7x is also significantly higher than its 5-year median, further supporting the overvaluation assessment.
Element Solutions (ESI) Stock Trades Below Fair Value On Its 99% Run
Element Solutions (ESI) has nearly doubled investors' money over the past three years, with recent rallies fueled by strong expectations in AI-related demand. Despite this significant stock growth, a Discounted Cash Flow (DCF) analysis suggests the company is currently undervalued compared to its projected future cash flows. The article highlights that increased investment in data centers and high-performance computing infrastructure is driving demand for Element Solutions' advanced electronics materials, contributing to its estimated 23% undervaluation.
Element Solutions Price Target Cut to $42.00/Share From $45.00 by Mizuho
Mizuho has reduced its price target for Element Solutions (NYSE:ESI) to $42.00 per share, down from the previous $45.00. The firm maintained a "Buy" rating on the stock despite the price target adjustment.
Implied Volatility Surging for Element Solutions Stock Options
Implied volatility for Element Solutions Inc. (ESI) stock options is surging, particularly for the Dec 18, 2026 $12.50 Call, indicating market expectations of a significant price movement. Analysts currently rate ESI as a Zacks Rank #3 (Hold), with recent positive revisions to earnings estimates, suggesting potential trading opportunities for options traders who might look to sell premium.
Element Solutions Inc. (ESI) EPS 2025: $0.79, down 21.8%
Element Solutions Inc. (ESI) reported diluted earnings per share (EPS) of $0.79 for fiscal year 2025, marking a 21.8% decrease from the previous fiscal year. Over the trailing twelve months, from Q2 FY2025 through Q1 FY2026, the company's diluted EPS totaled $0.62. The article provides detailed historical annual and quarterly EPS data for ESI, along with explanations of diluted EPS.
Element Solutions Rallies 41% YTD: What's Driving the Stock?
Element Solutions Inc. (ESI) shares have rallied 41% year-to-date, outperforming its industry, driven by a strong 2026 outlook, higher EBITDA guidance, and expected 20% adjusted EPS growth. The company benefits from AI-driven electronics demand, operational efficiencies, and improved cash generation. Element Solutions also raised its 2026 adjusted EBITDA guidance and expects strong core market performance.
Element Solutions Rallies 41% YTD: What's Driving the Stock?
Element Solutions Inc. (ESI) shares have rallied 40.8% year to date, outperforming the Zacks Chemical - Specialty industry. This growth is attributed to a stronger 2026 outlook with higher EBITDA guidance and expected 20% adjusted EPS growth. Key drivers include robust AI-driven electronics demand, improved cash generation, and ongoing operational efficiencies.
Element Solutions Rallies 41% YTD: What's Driving the Stock?
Element Solutions Inc. (ESI) has seen its shares rally 40.8% year-to-date, significantly outperforming its industry. This growth is attributed to a stronger 2026 outlook, improved EBITDA guidance, anticipated 20% adjusted EPS growth, and robust AI-driven electronics demand. The company is also benefiting from operational efficiencies, improved cash generation, and strategic acquisitions.
Element Solutions Inc. (ESI) Free Cash Flow 2025: $227.6M, down 22.5%
Element Solutions Inc. (ESI) generated $227.6 million in free cash flow in fiscal year 2025, marking a 22.5% decrease from the previous year. Over the trailing 12 months (Q2 FY2025 through Q1 FY2026), the company's free cash flow totaled $120.9 million. The article provides a detailed breakdown of ESI's annual and quarterly free cash flow figures from 2011 to 2026, highlighting significant year-over-year changes.
Goldman Sachs Maintains Element Solutions(ESI.US) With Buy Rating
Goldman Sachs has reaffirmed its Buy rating for Element Solutions (ESI.US). This indicates a continued positive outlook from the investment bank regarding the company's stock performance.
BMO reiterates Outperform on Element Solutions stock on growth outlook
BMO Capital has reiterated its Outperform rating on Element Solutions Inc. (NYSE: ESI), setting a price target of $45.00. This positive outlook is driven by the company's focus on growth through execution in high-growth markets, strategic bolt-on acquisitions to enhance its electronics platform, and a reduction in balance sheet leverage. Despite InvestingPro's assessment that the stock may be overvalued, BMO Capital anticipates over 40% upside, especially given strong electronics end-markets and recent revenue surges, alongside several other analysts maintaining or upgrading their ratings.
Bank of America Corp DE Acquires Shares of 998,729 Element Solutions Inc. $ESI
Bank of America Corp DE recently acquired 998,729 shares of Element Solutions Inc. (NYSE:ESI) valued at approximately $47.7 million, representing a 0.41% stake in the company. Element Solutions reported strong quarterly earnings, exceeding analyst expectations with $0.47 EPS and $977.9 million in revenue, a 56.4% year-over-year increase. The company maintains a "Buy" consensus rating from analysts, with institutional investors owning 92.32% of its stock.
UBS lowers Element Solutions stock price target on valuation
UBS has lowered its price target for Element Solutions Inc. (ESI) to $47 from $49, while maintaining a Buy rating, citing valuation concerns despite strong electronics demand. The firm believes Element Solutions' earnings algorithm remains intact, with 2026 earnings appearing beatable and 2027 estimates potentially conservative, especially given that six analysts have revised earnings upwards. This update follows the termination of Element Solutions' merger with Solstice Advanced Materials, which prompted several other analysts to reinstate or upgrade their coverage with positive ratings.
California State Teachers Retirement System Grows Holdings in Element Solutions Inc. $ESI
The California State Teachers Retirement System significantly increased its stake in Element Solutions Inc. (NYSE:ESI) by 4,566.5%, acquiring over 12.5 million shares and now owning 5.24% of the company, valued at approximately $610.2 million. Institutional investors collectively hold 92.32% of the company. Analysts maintain a "Buy" rating with a consensus price target of $46.70, following the company's strong Q2 earnings beat and 56.4% year-over-year revenue growth.
Element Solutions Inc Stock Price: ESI Stock Chart, Market Cap & News Today
Element Solutions Inc (ESI) is currently trading at $32.07, down 7.5% today, with a market capitalization of $7.81 billion. Over the last year, its stock price has ranged from $22.87 to $49.51, and it is up 28.7% year-to-date. The article provides current and historical price data, stock statistics, and details about its tokenized form, RESI, issued by Reality.
Amundi Sells 51,262 Shares of Element Solutions Inc. $ESI
Amundi significantly reduced its stake in Element Solutions Inc. (NYSE:ESI) by 39.4% in the second quarter, selling 51,262 shares but still retaining 78,968 shares valued at $3.77 million. Despite this reduction, institutional investors collectively hold 92.32% of the company, and analysts maintain a consensus "Buy" rating with an average price target of $46.70. Element Solutions also reported strong financial results, surpassing earnings estimates with $0.47 EPS and $977.9 million in revenue, alongside declaring a quarterly dividend of $0.08 per share.
Element Solutions Inc. (NYSE:ESI) Given Consensus Rating of "Buy" by Brokerages
Element Solutions Inc. (NYSE:ESI) has received a consensus "Buy" rating from thirteen brokerages, with an average 12-month price target of $46.70. The company recently surpassed Q2 earnings expectations with adjusted EPS of $0.47 and revenue of $977.9 million, and institutional investors hold a significant stake, with major firms increasing their positions. ESI also declared a quarterly dividend of $0.08 per share.
Goldman Sachs reinstates Element Solutions stock rating at Buy on merger termination
Goldman Sachs has reinstated its Buy rating for Element Solutions (NYSE: ESI), setting a price target of $44.00, following the termination of its proposed merger with SOLS. The decision to terminate the merger, which neither party incurred fees for, is seen as a positive catalyst, removing risk and allowing Element Solutions to focus on organic growth. This positive outlook is echoed by other analysts, who have also initiated or reiterated Buy ratings for the company, emphasizing its strong fundamentals and growth prospects.
Here's How Much $1000 Invested In Element Solutions 10 Years Ago Would Be Worth Today
Element Solutions (NYSE: ESI) has shown strong performance over the past decade, outperforming the market with an annualized return of 14.91%. An initial investment of $1000 in ESI stock ten years ago would now be valued at $3,851.34. This illustrates the significant impact of compounded returns on investment growth over time.
Solstice (SOLS) and Element Solutions (ESI) Call Off Their $14.5 Billion Combination
Solstice Advanced Materials, Inc. (SOLS) and Element Solutions Inc (ESI) have mutually agreed to terminate their $14.5 billion merger agreement, citing shareholder feedback. Both companies will continue to operate independently, with Solstice announcing a $500 million share buyback and Element focusing on its existing growth strategy. While the termination removes merger risks and allows for independent growth, it also means both companies miss out on potential strategic benefits, scale, and synergy gains.
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Sells 70,399 Shares of Element Solutions Inc. $ESI
UBS Asset Management, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, reduced its stake in Element Solutions Inc. ($ESI) by 10.6% in the second quarter of 2026, selling 70,399 shares but retaining 596,417 shares valued at approximately $28.5 million. The company's stock is largely owned by institutional investors and hedge funds, accounting for 92.32%. Element Solutions exceeded Q2 earnings and revenue expectations, reporting $0.47 EPS against a $0.43 estimate and $977.9 million in revenue, a 56.4% year-over-year increase, and also declared a quarterly dividend of $0.08 per share.
Wellington Management Group LLP Trims Holdings in Element Solutions Inc. $ESI
Wellington Management Group LLP significantly reduced its stake in Element Solutions Inc. ($ESI) by 36.5% in the second quarter, selling over 855,000 shares but still retaining holdings valued at $71.1 million. Despite this reduction, Element Solutions reported strong quarterly earnings, surpassing analyst expectations with $0.47 EPS and $977.9 million in revenue, leading analysts to maintain a "Buy" rating and an average price target of $46.00. Institutional investors collectively own a substantial 92.32% of the company's stock, highlighting continued confidence in its performance.
The Manufacturers Life Insurance Company Purchases New Position in Element Solutions Inc. $ESI
The Manufacturers Life Insurance Company acquired a new position in Element Solutions Inc. (NYSE:ESI) during the second quarter, purchasing 68,111 shares valued at approximately $3.25 million. Element Solutions, a global specialty chemicals company, reported strong Q2 earnings of $0.47 per share, surpassing estimates, and saw revenue increase by 56.4% year-over-year. The company also declared a quarterly dividend of $0.08 per share, and analysts maintain a consensus "Buy" rating with an average price target of $45.00.
Jefferies initiates Element Solutions stock with buy on AI growth
Jefferies has initiated coverage on Element Solutions Inc. (NYSE:ESI) with a buy rating and a price target of $55.00, citing the company's exposure to the expanding electronics sector and anticipated growth from "physical AI." Despite a premium valuation and appearing overvalued by InvestingPro data, analysts expect net income growth, and the company has shown strong recent performance with 26.6% revenue growth and a 38.4% year-to-date return. The initiation follows positive Q2 2026 earnings and other analyst upgrades after the termination of a merger agreement.
Chemical technology company pulls out of $14.5 billion merger agreement
Element Solutions and Solstice have canceled their $14.5 billion merger agreement. The article indicates the reason for the deal being called off is provided within the full text. This development impacts the chemical technology sector and financial markets.
Element Solutions Inc. $ESI Shares Acquired by Cookson Peirce & Co. Inc.
Cookson Peirce & Co. Inc. significantly increased its stake in Element Solutions Inc. (NYSE:ESI) by 671.7% in the second quarter, now owning 335,149 shares valued at $16.0 million. The company reported strong Q2 earnings, beating EPS estimates and seeing revenue rise 56.4% year over year. Analysts maintain a "Buy" rating with an average price target of $44.00, and the company recently declared a quarterly dividend of $0.08 per share.
Element Solutions & Solstice Mutually End Merger Agreement
Element Solutions Inc. and Solstice Advanced Materials Inc. have mutually terminated their merger agreement after shareholder feedback suggested both companies would benefit more as standalone entities. This decision allows Element Solutions to continue focusing on its growth strategy, operational excellence, and capital allocation without financial penalties from the terminated deal. Element Solutions' stock has outperformed the industry, and the company maintains flexibility for shareholder-focused initiatives.
Element Solutions Announces Mutual Termination of Merger Agreement with Solstice Advanced Materials
Element Solutions Inc (NYSE: ESI) announced the mutual termination of its merger agreement with Solstice Advanced Materials Inc. The decision came after constructive feedback from shareholders and discussions between the companies, leading both boards to conclude that operating as standalone entities would better serve their respective shareholders at this time. Neither company will be responsible for payments to the other as a result of the termination.
Element Solutions Market Sentiment
This article provides an overview of market sentiment for Element Solutions Inc (ESI), including analyst consensus, short interest, options flow, and insider activity. The consensus among 13 analysts is "Buy" with an average price target of $37. Short interest is declining at 5.1%, and options flow indicates bullish sentiment with more calls than puts.
Meiji Yasuda Asset Management Co Ltd. Purchases New Position in Element Solutions Inc. $ESI
Meiji Yasuda Asset Management Co Ltd. has acquired a new position in Element Solutions Inc. (NYSE:ESI), purchasing 117,418 shares valued at approximately $5.6 million. Element Solutions exceeded Q2 earnings expectations with $0.47 EPS and $977.9 million in revenue, leading to a consensus "Buy" rating from analysts with an average price target of $43.50. The company also declared a quarterly dividend of $0.08 per share.
306,368 Shares in Element Solutions Inc. $ESI Bought by Barrow Hanley Mewhinney & Strauss LLC
Barrow Hanley Mewhinney & Strauss LLC has acquired a new position in Element Solutions Inc. (NYSE:ESI), purchasing 306,368 shares valued at approximately $14.63 million during the second quarter. This acquisition makes them owners of about 0.13% of Element Solutions. The article also details other institutional investors' recent activities, analyst ratings, and Element Solutions' financial performance, including its latest quarterly earnings and a declared dividend.
Ceredex Value Advisors LLC Makes New $11.43 Million Investment in Element Solutions Inc. $ESI
Ceredex Value Advisors LLC has acquired a new stake of 239,350 shares in Element Solutions Inc. (NYSE:ESI), valued at approximately $11.43 million, representing a 0.10% ownership. This move comes as Element Solutions reported strong quarterly earnings, exceeding expectations with $0.47 EPS and $977.9 million in revenue, a 56.4% year-over-year increase. Analysts generally maintain a "Buy" rating for the company, with an average price target of $43.50.
D L Carlson Investment Group Inc. Buys Shares of 57,403 Element Solutions Inc. $ESI
D L Carlson Investment Group Inc. has purchased 57,403 shares of Element Solutions Inc. (NYSE:ESI) during the second quarter, valuing their new position at approximately $2.74 million. Other institutional investors also adjusted their holdings in ESI, which currently has an average "Buy" rating from analysts and a consensus target price of $43.50. Element Solutions recently announced a quarterly dividend of $0.08 per share and reported strong Q2 earnings, exceeding analyst expectations.
BlackRock Inc. Takes $1.32 Billion Position in Element Solutions Inc. $ESI
BlackRock Inc. has acquired a new stake in Element Solutions Inc. (NYSE:ESI) worth approximately $1.32 billion, representing about 11.32% of the company's stock. Other institutional investors have also adjusted their holdings in Element Solutions. The stock currently holds a "Buy" consensus rating from analysts with an average target price of $43.50.
Element Solutions (ESI) Dividend News Meets A Fair Value Question
Element Solutions (ESI) announced a quarterly cash dividend of $0.08 per share, payable on September 15, 2026. While the company has shown strong share price momentum with a 51.2% year-to-date return, its valuation is a point of discussion. One narrative suggests ESI is undervalued with a fair value of $47.38, while another view highlights its high P/E ratio of 53.5x compared to industry averages, raising concerns about potential overvaluation if growth expectations are not met.
K2 Principal Fund L.P. Invests $1.45 Million in Element Solutions Inc. $ESI
K2 Principal Fund L.P. recently acquired 30,284 shares of Element Solutions Inc. (NYSE:ESI), valued at approximately $1.45 million, during the second quarter. This investment is part of broader institutional interest, with Element Solutions reporting strong Q2 earnings, exceeding analyst expectations with adjusted EPS of $0.47 and revenue of $977.9 million. The company maintains a "Buy" rating from analysts and recently declared a quarterly dividend of $0.08 per share.
Element Solutions Inc. (NYSE:ESI) Given Average Rating of "Buy" by Analysts
Element Solutions Inc. (NYSE:ESI) has received a consensus "Buy" rating from eleven brokerages, with an average 12-month price target of $43.50. The company recently exceeded Q2 earnings expectations, reporting $0.47 EPS against a $0.43 forecast and revenues of $977.9 million, a 56.4% year-over-year increase. ESI also declared a quarterly dividend of $0.08 per share, and institutional investors hold a significant 92.32% of outstanding shares.
46,174 Shares in Element Solutions Inc. $ESI Purchased by Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. recently purchased 46,174 shares of Element Solutions Inc. (NYSE:ESI), valued at approximately $2.2 million, making them a new institutional investor in the company. Element Solutions reported strong Q2 earnings, with EPS of $0.47 exceeding estimates and revenue up 56.4% year-over-year. The company has a consensus "Buy" rating from analysts with an average price target of $43.50 and recently declared a quarterly dividend of $0.08 per share.
ESI Looks 12.0% Overvalued on GF Value™
Element Solutions Inc (NYSE: ESI) appears to be modestly overvalued by 12.0% according to GuruFocus' GF Value™, with its current price of $38.81 exceeding the GF Value™ of $34.64. Despite this, the company boasts a strong GF Score™ of 82/100, driven by excellent growth and momentum, though its financial strength is moderate. Institutional sentiment is mixed, with gurus trimming positions, and insider sales suggest a lack of accumulation by company executives.
Element Solutions Inc. $ESI Shares Acquired by Bank of America Corp DE
Bank of America Corp DE increased its stake in Element Solutions Inc. (NYSE:ESI) by 3.3% in the first quarter, acquiring an additional 28,531 shares to own a total of 881,493 shares. Element Solutions reported strong Q2 earnings, beating analyst estimates with an EPS of $0.47 and a 56.4% year-over-year revenue increase to $977.9 million. The company maintains a "Buy" consensus rating from analysts, with a target price of $43.50, and offers a quarterly dividend yielding approximately 0.8%.
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 of common stock. The dividend is scheduled to be paid on September 15, 2026, to stockholders on record as of September 1, 2026. Element Solutions is a specialty chemicals technology company providing solutions across various industries.
Element Solutions Inc Declares Q3 Dividend of $0.08 Per Share
Element Solutions Inc announced that its board has declared a quarterly cash dividend of $0.08 per share of common stock. This dividend will be paid on September 15, 2026, to stockholders of record as of September 1, 2026. Element Solutions is a specialty chemicals technology company providing solutions across various high-value industries.
Element Solutions declares $0.08 quarterly dividend
Element Solutions Inc (NYSE:ESI) has announced a quarterly cash dividend of $0.08 per share of common stock. The dividend is scheduled for payment on September 15, 2026, to stockholders recorded as of September 1, 2026. Element Solutions Inc specializes in providing chemical technology solutions across various manufacturing sectors.
Element Solutions Inc Declares Q3 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 its common stock. The dividend is scheduled to be paid on September 15, 2026, to stockholders of record as of September 1, 2026. Element Solutions Inc is a global specialty chemicals technology company providing solutions for various high-value industries.
Element Solutions Inc. $ESI Shares Bought by Royal Bank of Canada
Royal Bank of Canada increased its stake in Element Solutions Inc. ($ESI) by 27.7% in Q1, bringing its total holdings to 130,449 shares valued at $4.45 million. Institutional investors now own 92.32% of the company. Element Solutions reported strong quarterly earnings, beating EPS estimates and seeing revenue rise 56.4% year-over-year, and analysts maintain a "Buy" rating with an average price target of $43.50.
Invesco Ltd. (NYSE: ESI) reports 5.2% beneficial stake in Element Solutions
Invesco Ltd. has reported a beneficial ownership of 5.2% in Element Solutions Inc (ESI), amounting to 12,633,130 shares of common stock. This stake is held by Invesco's advisory clients, with Invesco exercising sole voting power over 12,426,643 shares and sole dispositive power over all 12,633,130 shares. The filing clarifies that no single client of Invesco has more than 5% economic ownership.
Element Solutions (ESI) Buyback Completion Puts Its Valuation Story Back In Focus
Element Solutions (ESI) has completed its multi-year share repurchase program, retiring 63.7 million shares for $817.8 million since 2018. While the stock has seen recent pullbacks, year-to-date returns remain strong, prompting investors to re-evaluate its valuation. The article explores two valuation narratives: one suggesting the company is 21.3% undervalued at $47.38 per share based on a DCF model, and another highlighting a high P/E ratio of 50.9x compared to its industry average, signaling potential valuation risk.
Element Solutions Inc (ESI) in Solstice merger aiming for $6.8B sales, AI infrastructure scale
Solstice Advanced Materials Inc. is planning to acquire Element Solutions Inc (ESI) to form a critical infrastructure and advanced computing focused materials company. The combined entity is projected to achieve $6.8 billion in revenue with 26% margins by 2025, growing to over $7 billion by 2027, driven by strong demand in AI and data center infrastructure. The merger aims to create an end-to-end electronics portfolio and expand global reach, despite facing regulatory and financial risks.
If You Invested $1000 In Element Solutions Stock 10 Years Ago, You Would Have This Much Today
Element Solutions (NYSE: ESI) has significantly outperformed the market over the last decade, achieving an average annual return of 15.44%. An initial investment of $1000 in ESI stock ten years ago would now be worth $4,194.26, demonstrating the substantial impact of compounded returns over time. The company currently holds a market capitalization of $9.14 billion.
