Element Solutions
About: Element Solutions Inc is a specialty chemicals company whose businesses supply a broad range of solutions that enhance the performance of products people use every day. The company's reportable segments are Electronics and Industrial & Specialty. The Electronics segment, which generates maximum revenue, researches, formulates, and sells specialty chemicals and process technologies for all types of electronics hardware, from complex printed circuit board designs to semiconductor packaging. This segment's wet chemicals for metallization, surface treatments, and solderable finishes form the physical circuitry pathways, and its assembly materials, such as solder, pastes, fluxes, and adhesives, join those pathways together.
Employees: 5,300
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
2,012% more call options, than puts
Call options by funds: $24.4M | Put options by funds: $1.16M
138% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 32
26% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 115
12% more funds holding
Funds holding: 332 [Q3] → 371 (+39) [Q4]
0.75% less ownership
Funds ownership: 91.27% [Q3] → 90.52% (-0.75%) [Q4]
7% less capital invested
Capital invested by funds: $6B [Q3] → $5.57B (-$426M) [Q4]
40% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 3 (-2) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Goldman Sachs Duffy Fischer 43% 1-year accuracy 9 / 21 met price target | 18%upside $24 | Neutral Maintained | 28 Apr 2025 |
Barclays Michael Leithead 25% 1-year accuracy 5 / 20 met price target | 32%upside $27 | Overweight Maintained | 28 Apr 2025 |
BMO Capital Bhavesh Lodaya 11% 1-year accuracy 1 / 9 met price target | 47%upside $30 | Outperform Maintained | 25 Apr 2025 |
Seaport Global Michael Harrison 47% 1-year accuracy 7 / 15 met price target | 52%upside $31 | Buy Maintained | 21 Apr 2025 |
B of A Securities Steve Byrne 43% 1-year accuracy 10 / 23 met price target | 18%upside $24 | Buy Upgraded | 15 Apr 2025 |
Financial journalist opinion
Based on 11 articles about ESI published over the past 30 days
